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Cloud News of the Month - August 2024

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Manage episode 439297183 series 2285741
A tartalmat a Massive Studios biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Massive Studios vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

Brian Gracely (@bgracely)and Brandon Whichard (@bwhichard) discuss the top stories in Cloud and AI from August 2024.
SHOW: 855
SHOW TRANSCRIPT:
The Cloudcast #855 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"
SHOW NOTES:

SEGMENTS COVERED IN THE SHOW:

  • Good Old Fashioned Cloud News
  • The AI Innovation Continues
  • Trend 1 - What will be the ripple effects of Intel’s struggles?
  • Trend 2 - Is this a bump or a bubble for NVIDIA?
  • Trend 3 - Why do companies have such a hard time with a 2nd act?
  • Trend 4 - Why you should always take the big job if it’s offered to you.

FEEDBACK?

  continue reading

931 epizódok

Artwork

Cloud News of the Month - August 2024

The Cloudcast

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iconMegosztás
 
Manage episode 439297183 series 2285741
A tartalmat a Massive Studios biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Massive Studios vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

Brian Gracely (@bgracely)and Brandon Whichard (@bwhichard) discuss the top stories in Cloud and AI from August 2024.
SHOW: 855
SHOW TRANSCRIPT:
The Cloudcast #855 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"
SHOW NOTES:

SEGMENTS COVERED IN THE SHOW:

  • Good Old Fashioned Cloud News
  • The AI Innovation Continues
  • Trend 1 - What will be the ripple effects of Intel’s struggles?
  • Trend 2 - Is this a bump or a bubble for NVIDIA?
  • Trend 3 - Why do companies have such a hard time with a 2nd act?
  • Trend 4 - Why you should always take the big job if it’s offered to you.

FEEDBACK?

  continue reading

931 epizódok

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At a time when many AI and Cloud announcements are happening, how can we determine which ones are important, disruptive, or just me-too? SHOW: 892 SHOW TRANSCRIPT: The Cloudcast #892 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" SHOW NOTES: Brian Gracely on Software Defined Interviews (podcast) The Stargate Project (Jan 2025) Deepseek models attempts to rival OpenAI (Jan 2025) Will Deepseek threaten US equity markets? (CNBC) REACTING AND PLANNING WHEN SO MANY BIG ANNOUNCEMENTS ARE HAPPENING Why is the announcement happening now? What are the facts of the announcement? How are Enterprises thinking about these announcements? How are Enterprises thinking about how this pace of change impacts their thinking? What are the technology impacts of the announcement? What are the direct economic impacts of the announcement? Secondary impacts? OpenAI profitability? NVIDIA ability to charge premium for leading-edge chips? Pricing for any AI offering (Co-Pilots, etc.) Write-offs of existing GPU/Training investments? FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod…
 
James D. Wilton (@jamesdwilton, Managing Director, @Monevat ) talks about pricing strategies for SaaS products and organizations as well as his new book, Capturing Value: The Definitive Guide to Transforming SaaS Pricing and Unshackling Growth SHOW: 891 SHOW TRANSCRIPT: The Cloudcast #891 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES: Monevate (homepage) Capturing Value: The Definitive Guide to Transforming SaaS Pricing and Unshackling Growth (James Wilton new book) Topic 1 - Welcome to the show. Tell us about your background. Topic 2 - Five evolving pricing models today’s investors and VCs should be aware of Topic 3 - How to eliminate revenue losses caused by misaligned pricing or unnecessary discounts Topic 4 - Exploring the science and discipline behind pricing - particularly for ventures with subscription offerings Topic 5 - The do's and dont's when migrating your current customers to new pricing strategies Topic 6 - How AI Is redefining SaaS pricing models FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod…
 
In the 2010s, many CIOs adopted a Cloud-First strategy for building their digital services and skills. So how would a CIO build an AI-First strategy in today’s world? SHOW: 890 SHOW TRANSCRIPT: The Cloudcast #890 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" SHOW NOTES: Capture low-hanging AI fruit with Agents How to make your product idea go viral in your company WHAT CONSIDERATIONS SHOULD GO INTO AN AI-FIRST STRATEGY 3-month, 6-month, 12-month projects What are the AI possibilities? AI Center of Sharing Experiences Base Models vs. Trained/Aligned Models Augment vs. Replacement (or AI Beginning) activities Vendor offering vs. Open Source evolution Cost Modeling and Cost Monitoring The Ecosystem (of the large LLMs) is questionable - will they be viable in 1-2yrs? Security policies - how broad, how strict, how to evaluate? Data scientists vs. non data scientists? FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod…
 
Brian and Michael Cote (@cote, Co-Host @SoftwareDefinedTalk) talk about the ethics of using AI at for internal and external facing work. SHOW : 889 SHOW TRANSCRIPT : The Cloudcast #889 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SHOW NOTES: Software Defined Talk (Eps.500) How do teachers know if students use AI for projects? Cote’s Newsletter (go subscribe!) How to play DnD with AI Topic 1 - Welcome to the show. Tell us about your background… Topic 2 - What does your day-to-day use of information look like, and how do you translate that into things you create/publish? Topic 3 - Where do today’s AI tools come into play for your work? What else would you like them to do? Topic 4 - Why did you have concerns about the Ethics of using these tools, or the Ethics of the output of these tools? What’s the general rules or sentiment about using AI tools within your company (or people you know)? Topic 5 - At what point do you think it’s your Ethics problem, and when/why should your company care? FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod…
 
Does your boss’ boss know what your group does? How far up the org chart is it before your group is unknown? Let’s look at ways that your group can make sure it has visibility up the ranks of your management team. SHOW: 888 SHOW TRANSCRIPT: The Cloudcast #888 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" SHOW NOTES: WordPress CEO doesn’t know what his Sustainability team does Salesforce will hire no more software engineers in 2025 WHAT HAPPENS IF YOUR CEO DOESN’T KNOW WHAT YOUR GROUP DOES? Elon Musk eliminated 80% of Twitter/X workforce CEOs/CFOs are starting to think about AI in terms of reduced workforce WFH/RTO policies will be an on-going issue for the next few years How does your group align to value-creation at the company? How does your group measure the value they bring to the company? How does your group measure the cost/ROI they bring to the company? How does your group communicate their value upward in the organization? How does your group communicate their value outward in the organization? How do your stakeholders (internal & external) talk about your group? Does your group complain too much? What is your annoyance factor? FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod…
 
As we start in 2025, we wanted to offer advice on job searching and evaluating roles. The market and the interviewing process have shifted; what do you need to know in 2025 if you seek a new opportunity? SHOW: 887 SHOW TRANSCRIPT: The Cloudcast #887 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SHOW NOTES: Considerations when evaluating a startup vs. a more traditional role Red Flags Considering Burnout How has the macro environment changed funding and employment Networking Keeping a routine FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod…
 
As a new year is upon us, let's make a checklist of the most important areas to focus upon to make Q1 successful and set up the rest of 2025 for success. SHOW: 886 SHOW TRANSCRIPT: The Cloudcast #886 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" SHOW NOTES: SOME TIPS, TRICKS, SUGGESTIONS AND REFLECTIONS AS WE BEGIN YET ANOTHER YEAR General Stuff - Get rid of clutter, set goals, Health - Make it a daily priority (schedule it, between meetings, every little bit helps) Budgets - What can you do if they aren’t finalized? Skills - If you aren’t growing, you’re regressing. What are you going to focus on? Prioritization - Do you understand them in your company, your group, and you personally? Networking - Are you aligned to the power centers in your business? Justifications - Where are costs and ROI going to be the most scrutinized in your company? Understand the Game - How is technology impacting your business/role? How is your industry changing? FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod…
 
Jake Moshenko (@jacobmoshenko, CEO of @AuthZed) talks about the challenges of securing AI interactions, as well as authentication best-practices for AI Agents and RAG patterns. SHOW: 885 SHOW TRANSCRIPT: The Cloudcast #885 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SHOW NOTES: Authzed (homepage) SpiceDB - Authorization that scales (GitHub) Google’s Zanzibar (research paper) Annotating Zanzibar (by AuthZed) Authzed CEO discusses Auth for AI RAG and Agents (TheCUBE) Topic 1 - Welcome to the show. Tell us about your background and why you decided to start AuthZed. Topic 2 - AuthZed is based on technology from Google called Zanzibar. There’s an in-depth research paper, but give us some background on the types of problems it solves and why it was so appealing to you . Topic 3 - Authorization is used for every application, but let’s talk about it in the context of AI or AI Agents. This is still a fairly new concept, but what authorization-related challenges do you expect GenAI or AI agents to create for developers and operators? Topic 4 - Is this space moving so fast that people already realize they’ll likely need something more modern, like Authzed, or are there mistakes they are making today that are going to cause serious red flags soon? Topic 5 - What is the typical path for companies or teams to adopt Authzed, and is it something that can start small and grow (or merge with other groups), or does it have to be centralized like at Google? Topic 6 - What are some of the more important areas that people building and growing AI systems that need authorization should be keeping an eye on? FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod…
 
It’s that time of the year again. Brian and Aaron wrap of the year in Cloud and AI, and make predictions for 2025. SHOW: 884 SHOW TRANSCRIPT: The Cloudcast #884 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SHOW NOTES: Cloud + AI News of the Year 2024 (shows, summaries, links) LINK TO TOPIC DETAILS Predictions, or 2025 areas of focus? Aaron 2025 will be the year of AI ROI, and Agentic AI will make this worse There will be at least one “SkyNet scare” of Agentic AI 2025 will also be the year of inference (see ROI) Brian: Gov’t vs. AI (US Trump, EU, China) Emergence of an AI Agent stack or standard? Useful or killer AI apps? (new focus of Weekend Perspective) AI pricing evolves based on usage patterns or just need for revenues? FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod…
 
If AI is going to be the next big trend in tech and impact every aspect of society, how do you go about trying to evaluate where it is today and where it might be in a few years or a decade? SHOW: 883 SHOW TRANSCRIPT: The Cloudcast #883 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" SHOW NOTES: HOW MIGHT YOU CONSIDER THE BEGINNING OF A TECHNOLOGY MARKET SHIFT? What’s the landscape of players in the game? What are the potential moats? (technology, economics, people, political policies, geographic) What are the economics of the technology shift? Where will big changes happen? What are the usage patterns? Are they well defined? How long behind the consumer shifts will the enterprise shifts happen? What behaviors will need to change (significantly) for this to have wide adoption? How might this impact my work, my family, my company, etc.? FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod…
 
It’s that time of the year… Aaron and Brian answer emails and questions for the second half of the year. SHOW: 882 SHOW TRANSCRIPT: The Cloudcast #882 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SHOW NOTES: Question 1 - There was a lot of talk about Broadcom’s changes to VMware at the beginning of the year, but not as much since then. What’s going on in the world of virtualization? Question 2 - Both of you have talked about working remotely for quite a while. What’s your take on RTO mandates? Any suggestions for remote workers? Question 3 - Have either of you found any valuable uses of AI in your day-to-day job? Question 4 - Now that the US elections are over, how do you expect the US Gov’t to be involved with the tech industry (anti-trust, CHIPS ACT, AI regulation, etc..) Question 5 - AI models and GPUs seem to get all the attention in the news. Are there other areas of AI that you think are really important but aren’t getting much attention right now? Question 6 - Are cloud skills still considered valuable? Do certifications matter anymore? Question 7 - What’s going on in the open source communities like the CNCF? Question 8 - What surprised you the most this year? FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod…
 
In the late 70s and early 80s, a music revolution started because a bunch of talented musicians played on 100s of albums, behind the scenes. Would the AI startup community benefit from a similar infrastructure of experts? SHOW: 881 SHOW TRANSCRIPT: The Cloudcast #881 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" SHOW NOTES: Yacht Rock Documentary (HBO Max - Trailer) WHY DON’T WE HAVE EXPERTS BEHIND THE SCENES OF EVERY STARTUP? History of the interactions between bands like Steely Dan, The Doobie Brothers, Kenny Loggins, Toto, Christopher Cross, Michael McDonald, etc.. Why do VCs allow startups to hire their own back-office people? Why aren’t there services that offer startup backend services, not just one off SaaS services? AI could be used to scale those services. FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod…
 
The 2024 AWS re:Invent happened, with a new CEO, and an appearance by a previous CEO. What were the big announcements, trends and stories coming out of the keynote? SHOW: 880 SHOW TRANSCRIPT: The Cloudcast #880 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SHOW SPONSOR: While data may be shaping our world, Data Citizens Dialogues is shaping the conversation Follow Data Citizens Dialogues on Apple , Spotify , YouTube , or wherever you get your podcasts SHOW NOTES: AWS re:Invent 2024 - CEO Keynote with Matt Garman Top Announcements of 2024 AWS re:Invent What hath AWS wrought? (Forrest Brazzeal newsletter) Prince guitar solo during George Harrison tribute Overall Takeaways: The new CEO The overall themes Andy Jassy’s appearance Brian’s Top 5 Takeaways: The focus is now all ARM and GPUs/AI Accelerators (goodbye Intel) AWS is getting back to basics on Cloud - a focus on primitives AWS is trying to get ahead of startup and enterprise usage of GenAI with a focus on Inferencing costs (trying to make it a game of compute costs vs. model capabilities) What are the 1000 GenAI apps that Amazon has built? (Rufus, Robot package loading? NFL Blitz predictor? Brandon’s Top 5 Takeaways: Amazon is the “Everything Store,” AWS is the “Every Service Store” Garmon is the legacy AWS CEO, Jassy is the AWS AI CEO AWS wants everyone to build a chatbot and/or call center app using AWS Bedrock The NOVA foundation models are the AWS answer to OpenAI and Anthroptic. AWS is attempting to build both the models and the AI Chips to run them. Tenuous partnerships with Nvidia and Anthropic. Neither was on stage. AWS will never stop telling us about “Working Backwards” AWS marketing still wants talk about the how rather than the benefit. A long lecture on Nitro and Amazon Aurora DSQL with a lot of discussion about synchronizing clocks. FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod…
 
How are the largest VCs viewing the early stages of the AI Era, from the perspective of investment, technology moats, economics, early adoption and future use-cases. SHOW: 879 SHOW TRANSCRIPT: The Cloudcast #879 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" SHOW NOTES: AI Eats the World (Presentation - Benedict Evans ) IS SILICON VALLEY STILL THE CENTER OF TECH INNOVATION? Companies are investing tons of money Breakthrough results haven’t emerged yet (business models, profits) It’s not clear that there is a technology moat; but maybe a capital moat Model training costs are expected to rise 5x to 10x - worse economics?? Lots of VC investment and vendor 2nd-order investments LLM costs are creating marginal cost of software (been since the mainframe) Model quality vs. price is improving, but price of the services (e.g. ChatGPT-Pro) is increasing - how much extra value is being delivered? How will open source impact AI? “If anything in life is certain, semiconductors are cyclical, commodity tech goes to marginal cost, and every new tech produces a bubble.” Today’s GenAI question - is it accurate and useful? How can we tell, and how can it improve (or does it need to)? Start with a simple concept - AI gives us unlimited interns - how can you extrapolate that? How would this have been extrapolated for the original internet (create content, translate language, write code, etc.) Use cases are still not easy to see beyond Chatbots (and variants), Coding Assistants Consulting revenue from GenAI is bigger than technology - and still most/many projects still in trials. Technology can take a long time to adopt - Cloud still only has 30% of workloads (15yrs old) 66% of CEO’s don’t expect their first GenAI app in production until sometime in 2025, 50% at least 2H of 2025. [Shadow AI] SaaS AI will accelerate adoption, if it follows Cloud pattern - external forces are more motivated to attack business “change” than internal teams [Build vs. Ecosystem] Do the LLM vendors become the application vendors? Where does the LLM start and stop (infra, platform, API, apps, etc.) [Learning from the customers] Do the LLM vendors use their knowledge advantage to build the apps? GenAI Apps Categories - Make something better, Replace something, Just do the thing “AI is just whatever is wrong/broken now” - How well does AI understand “broken” Will people be the biggest problem in AI progress? [Decoupling] Looks at global markets for Internet today - ecommerce/retail, food delivery, advertising, media, autonomous driving, [Elevator Example] Automation gets rid of people No real conclusion FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod…
 
Brian Gracely, Aaron Delp, and Brandon Whichard discuss the top stories in Cloud and AI from November 2024 including the breaking news of Pat Gelsinger's Thanksquitting departure from Intel. SHOW: 878 SHOW TRANSCRIPT: The Cloudcast #878 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW SPONSOR: Upgrade to the next generation of the cloud. Oracle Cloud Infrastructure SHOW NOTES: Link to November 2024 news and articles SEGMENTS COVERED IN THE SHOW: Good Old Fashioned Cloud News The AI Innovation Continues FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod…
 
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