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TitreDateDurée
2025 State of APIs12 Nov 202500:35:56

James Higginbotham (@launchany) discusses the evolution of API usage across developers, modern applications and APIs. 

SHOW: 975

SHOW TRANSCRIPT: The Cloudcast #975 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" 

SPONSORS:

  • [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.
  • [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast

SHOW NOTES:

Topic 1 - Welcome back to the show James. It’s hard to believe it’s been 11 years since we last spoke on the show! Give everyone a brief introduction.

Topic 2 - To say we’ve come a long way with APIs as an industry is an understatement. But let’s set the table for everyone. In your interactions with Enterprise customers, what trends or standards are currently top of mind? 

Topic 3 - You wrote an article (link in show notes) titled Lessons after a Decade of API Strategy. What struck me from the article was the combination of technology, business, and even culture, all of which have to come together. When talking to Enterprises these days, have we moved past understanding what APIs are and straight to solving problems with APIs?

Topic 4 - What are the most common use cases you see today? API transformation? API sprawl and consolidation/documentation? Integration of SaaS/3rd party services?

Topic 5 - No conversation would be complete without a discussion about AI and AI’s impact on API’s. I view this in several different ways. AI is creating APIs, and AI is being consumed through APIs. How do you think about AI and its impact? What’s changed and what has stayed the same?

Topic 6 - Second aspect to the AI topic, where and how does security fit into this intersection of AI and APIs?


FEEDBACK?

All the new AI stuff all at once09 Nov 202500:18:10

In the history of technology era changes, things tend to change slowly at first, and then quickly all at once. We’ve now reached the beginning of the all-at-once era of AI change. 

SHOW: 974

SHOW TRANSCRIPT: The Cloudcast #974 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 SPONSORS:

  • [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
  • [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.

SHOW NOTES:


WHAT WAS THE LEADING AI TREND FOR EACH YEAR?

  • 2022 - What is ChatGPT
  • 2023 - What can GenAI do? (Jobs, Skills, etc.)
  • 2024 - Alternatives to OpenAI and NVIDIA, Where is Google?, Where is AWS?
  • 2025 - Open source in AI, AI Regulations, AI Partnerships, Deep Seek, AI Agents, AI Funding, AI Power Challenges, AI Gov’t Involvement
  • 2026 - ???

FEEDBACK?

Using AI Reasoning to Prevent AI Scams08 Oct 202500:34:00

Alan Lefort (CEO, @StrongestLayer) discusses how LLM-powered reasoning is transforming phishing security from reactive pattern-matching to predictive threat detection, and why traditional rule-based systems can no longer defend against sophisticated AI-generated phishing attacks.

SHOW: 965

SHOW TRANSCRIPT: The Cloudcast #965 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"

SPONSORS:

  • [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.
  • [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast

SHOW NOTES:

Topic 1 - Welcome to the show Alan. Tell us about your background and your involvement in Cybersecuity.

Topic 2 - Let's start with the core challenge. You've said that "if only AI can defend against weaponized AI" - what specific gap in traditional email security did you identify that led to this philosophy? How are AI-powered phishing attacks fundamentally different from what we've seen before?

Topic 3 - How does this attack vector demonstrate the limitations of rule-based security systems, and why can't traditional pattern matching keep up?

Topic 4 - Let's break down your TRACE (Threat Reasoning and AI Correlation Engine) architecture. You've described it as "LLM-as-master" rather than "LLM-as-add-on." What does this fundamental architectural difference mean for threat detection, and how does it help?

Topic 5 - You discuss "pre-campaign detection," which involves identifying potential phishing campaigns weeks before emails are sent. This sounds like moving from reactive to predictive security. How does your system correlate technical intelligence with business context to achieve this early warning capability?

Topic 6 - From an implementation standpoint, how do organizations integrate LLM-powered reasoning into their existing security stacks? What's the deployment model, and how do you handle the challenge of reasoning about business context without exposing sensitive organizational data?


FEEDBACK?

Searching for the Netflix of the AI Era24 Nov 202400:27:15

In the Cloud Era, Netflix was held up as the lighthouse for what was possible with cloud. So who is the Netflix of the AI era, and are we learning enough about AI yet?


SHOW: 875

SHOW TRANSCRIPT: The Cloudcast #875 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 SPONSOR:
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SHOW NOTES:


WHAT DID NETFLIX DO FOR THE CLOUD ERA?

  • Provided a face for a new style of doing work
  • Provided validation that a new model could work
  • Encouraged people to explore older, “bad practices”
  • Began to define metrics of what the new world could look like

WHY DO WE NEED A NETFLIX OF THE AI ERA?

  • Because AI can apparently do everything, but what are some specific things?
  • What are the new ways of thinking about old problems?
  • Has it been proven to improve teams, or mostly individuals? 
  • Do we need a Couch to 5k set of use-cases? Starting use-cases
  • Or is AI going to be a big-bang approach?


FEEDBACK?

The Cloudcast (.net) #12 - There’s a Pony in there... (Managing the Cloud)16 Jun 201100:46:49
Aaron & Brian bring back Cloudcast alumni Christian Reilly, President of the Platform Cloud. We dig into Cloud management from every angle possible, trying to make sense of all the companies, projects and products.
The Cloudcast (.net) #11 - News, Stacks, Rants and More05 Jun 201100:38:02
Aaron & Brian rant with Joe Onisick, Technical Solutions Architect at WWT. We discuss Joe’s new legal race car, Integrated Stacks vs. Private Clouds, the future of VMware, & we determine we need to learn more about PaaS and OpenFlow
The Cloudcast (.net) #10 - Clouds on the Storefront Horizon01 Jun 201100:43:49
Aaron & Brian welcome Rodrigo Flores, formerly CTO/Founder of newScale, now at Cisco. We discuss the current status of newScale, the world of actual Cloud deployments and the challenges of shifting internal IT thinking to leverage Cloud
The Cloudcast (.net) #9 - The Greatest Chad’s World Ever Sold05 May 201100:22:36
Aaron & Brian welcome Chad Sakac & Nick Weaver from EMC. We discuss the EMC vLabs in the Cloud, ways to improve the live Chad’s World and what to expect at EMC World. We also introduce the Chad’s World Drinking Game & discuss a VMworld v0dgeball rematch
The Cloudcast (.net) #8 - Get off your PaaS and Build Clouds27 Apr 201100:38:01
Aaron & Brian welcome Ed Saipetch (@edsai). We discuss building a cloud, high availability features in the stack, characteristics of PaaS, the threat of AWS lessons to learn from the AWS outage, cloud transparency & Node.js and JoyentCloud Services
The Cloudcast (.net) #7 - From the News Desk22 Apr 201100:34:45
Aaron & Brian discuss New Scale, Cloud Foundry, Online Poker as a Service (OPaaS), vendor investment, we hate on Facebook, and how cloud is changing the traditional business model
The Cloudcast (.net) #6 - Is Cloud Computing Fashionable for IT?19 Apr 201100:36:05
Aaron & Brian talk with Industry Analyst Vanessa Alvarez about defining cloud, plumbing and infrastructure, the changing role of IT, industry certifications & some predictions for the next year
The Cloudcast (.net) #5 - ROI and Technology Shifts in Private Cloud01 Apr 201100:53:54
Brian and Aaron cover some trends in the news, why Netflix owes Aaron 24 Swedish Fish, and we discuss virtual machine stall and VDI trends with @roidude, Steve Kaplan
The Cloudcast (.net) - Episode 4 - "DevOps & Developing New IT Skills"26 Mar 201100:32:49
This week we cover some trends in the news, Brian’s experience at Cloud Connect, and we spend some time with DevOps Ninja, Nick Weaver
The Cloudcast (.net) - Episode 3 - “President of the Private Cloud”28 Feb 201100:49:20
Aaron & Brian talk with Christian Reilly (@reillyusa), President of the Private Cloud, about his real-world experience building a global private and hybrid cloud.
Building AI Models for IT Operations20 Nov 202400:32:42

Sunil Mallya (@sunilmallya, Co-Founder & CTO @_FlipAI) talks about building AI models to help IT Operations teams simplify troubleshooting, incident response and pattern detection. 

SHOW: 874

SHOW TRANSCRIPT: The Cloudcast #874 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:


Topic 1 - Welcome to the show.

Topic 2 - Let’s begin by talking about your broader view of where IT Operations is today for large companies. What are their biggest challenges, and where are their opportunities for big improvements?

Topic 3 - One of the biggest challenges for IT Operations is so many systems, so many tools, so many data sources and the difficulty of coordinating (troubleshooting, incident response, pattern detection, etc.) across them. Is there a modern approach that’s emerging about how to make this better?

Topic 4 - Where does the potential of AI models come into play here? It is more focused on being able to ask the system for diagnosis, or can it start getting closer to taking independent actions?

Topic 5 - How do you train an AI model with so many different pieces of customer data?

Topic 6 - Let’s talk about AI Agents and what they can begin to accomplish within an Enterprise.

FEEDBACK?

The Cloudcast (.net) - Episode 2 - "Same Guys, Less Wire"20 Feb 201100:06:38
Aaron & Brian talk about why they changed the name, why they are doing The Cloudcast, potential guests, potential sponsors and something called "Angry Joe".
The Cloudcast (.net) - Episode 1 - "Introduction Teaser"02 Feb 201100:02:14
Aaron & Brian introduce themselves and The Cloudcast.
Times of Uncertainty lead to eras of Creativity17 Nov 202400:24:10

It’s not a reach to say that we’re currently in a time of uncertainty, across technology, economic and political spectrums. But historically, times of uncertainty have often led to unexpected creativity. 

SHOW: 873

SHOW TRANSCRIPT: The Cloudcast #873 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:


STUFF THAT FEELS UNCERTAIN OR FRAGMENTED RIGHT NOW

  • Transition of US political parties (regulation, leadership, reaction to the unknown, friend or foe of Silicon Valley)
  • Stock market is somewhat bullish, but credit markets aren’t aligned
  • Social media seems more fragmented (good & bad), so what does this do to information flows, learning, discussions, etc.
  • Speculation is that AI LLM models are starting to plateau
  • Cloud providers aren’t really talking about anything but AI
  • VCs seem to be excited about the potential of acquisitions again, but who?
  • Netflix can’t seem to figure out streaming live TV, at least at scale - but Amazon can?


FEEDBACK?

Multi-Cloud Network Observability13 Nov 202400:40:35

Rosalind Whitley (Dir. Product @Kentikinc) and Ethan Smith (Staff SRE @ An Enterprise Security Company) talk about network observability, the evolution of SRE for networking, flow analysis, and the complexity and tradeoffs or network design and operations at scale.

SHOW: 872 

SHOW TRANSCRIPT: The Cloudcast #872 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:

SHOW NOTES:


Topic 1 - Welcome to the show. Tell us about your background and the areas you focus on today.

Topic 2 - I want to begin with the complexity of networking, and not just in the sense of routing, etc. Can you walk us through some of the things you have to consider, and potentially tradeoff, as you’re thinking about network design and operations (e.g. performance, security, costs, logging, troubleshooting, etc.)

Topic 3 - Usually there are many teams involved in making a large organization work. How do you collaborate across teams, and what types of technical hurdles get in the way of delivering the service? (maybe discuss logging challenges)

Topic 3a - How has the role of SRE and Network Engineer evolved as we’re now dealing with this new complexity? You have all the normal performance, high availability, observability stuff, but also things like egress costs, etc.

Topic 4 - We talked earlier about the challenge of cost management when running a large SaaS service. What are some of the ways that you explore or model costing behaviors and look to improve them?

Topic 5 - As you’re working in a single cloud (e.g. AWS), there’s often a belief that working only in that ecosystem is the best approach, as everything is integrated or billing is simpler. How did you go about exploring alternatives that worked in your cloud, but gave you more flexibility for your services?

Topic 6 - How do you tend to think about lines of demarcation between your team, the SaaS tooling provider and the cloud provider?

FEEDBACK?

13 Tech Communication Tips after the Election 10 Nov 202400:35:09

While there will be plenty of evaluation of how the 2024 US elections played out, we take a look at 13 tips that we can learn from the campaigns that can be used for tech communications.

SHOW: 871

SHOW TRANSCRIPT: The Cloudcast #871 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:

SHOW SPONSOR:


CAN THE TECH INDUSTRY LEARN ANYTHING FROM POLITICAL CAMPAIGNS?

  1. It’s very difficult to disrupt the incumbent or most well-known name
  2. It’s more difficult to prove “what if” (future) vs. something that already happened
  3. Figure out messaging velocity and variability (change the story vs. stick to the story)
  4. Plans tend to defeat a lack of plans (or vagueness)
  5. Fear is as powerful a motivator as hope/joy/possibilities
  6. Complex topics (eg. democracy, DevOps) are difficult for people to understand, if they aren’t well defined.
  7. People tend to make decision with their wallet, based on their current situation
  8. Are you speaking to a niche audience, or a large audience? 
  9. If your competition defines you, you need to reframe it quickly
  10. If your competition finds a liability, you need to address it quickly
  11. Sometimes small things can be the center of the discussion
  12. Know where your audience is getting their information from (traditional vs. modern channels)
  13. Are you trying to get people to align on an issue, or a set of virtues (align to a group)?


FEEDBACK?



Cloud News of the Month - October 202406 Nov 202400:44:58

Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard) discuss the top stories in Cloud and AI from October 2024.


SHOW: 870

SHOW TRANSCRIPT: The Cloudcast #870 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:



SHOW NOTES:

SEGMENTS COVERED IN THE SHOW:

  • Good Old Fashioned Cloud News
  • The AI Innovation Continues 

FEEDBACK?

Improving Developer Productivity with AI Coding Assistants30 Oct 202400:32:12

Keri Olson (@ksolson20, VP AI for Code at @IBM) talks about coding assistants across the software development lifecycle, the future of agents, and domain-specific assistants.

SHOW: 869

SHOW TRANSCRIPT: The Cloudcast #869 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:


SHOW NOTES:


Topic 1 - Welcome to the show. Tell us about your background, and then give us a little bit of background on where you focus your time at IBM these days?

Topic 2 - Developer code assistants have become one of the most popular areas of GenAI usage. At a high level, how mature are the technologies that augment developers today?

Topic 3 - Software development has an entire lifecycle (Generate, Complete, Explain, Test, Transform, Document). It’s easy for developers to just plug in a service, but is that often the most effective way to start using GenAI in the software development lifecycle?

Topic 4 - Software developers are notoriously picky about what tools they use and how they use them. GenAI doesn’t “guarantee” outputs. Are there concerns that if different developers or groups use different coding assistants, that it could create more challenges than it helps?

Topic 5 - What is a holistic way to think about code assistants? How much should be actively engaged with developers, how much should be behind the scenes, how much will be automated or agentic in the future?

Topic 6 - In the past, we essentially had “real developers” (people who wrote code) and things like Low-Code for “citizen developers” on process tasks. Do you expect to see code assistants bringing more powerful skills to people that previously hadn’t identified as a real developer? (e.g. the great idea on a napkin that turns into a mobile app)

FEEDBACK?

The Most Audacious Sales Pitch Ever26 Oct 202400:27:42

When you’re asking VCs for $6B+, you probably need to promise more than normal returns. So let’s just change all of humankind over the next 5-10 years. Seems simple enough. 

SHOW: 868

SHOW TRANSCRIPT: The Cloudcast #868 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:


THINGS THAT AI COULD IMPROVE (according to Dario Amodei)

  • Biology and Health
  • Neuroscience and Mind
  • Economic Development and Poverty
  • Peace and Governance
  • Work and meaning

FEEDBACK?

A Modern Approach to App Modernization23 Oct 202400:33:55

Edward Hieatt (@edwardhieatt, Chief Customer Officer @mech_orchard) talks about the challenges of app modernization, leveraging AI, and the process to succeed from legacy to modern.

SHOW: 867

Want to go to All Things Open in Raleigh for FREE? (Oct 27th-29th)
We are offering 5 Free passes, first come, first serve for the Cloudcast Community
Registration Link - www.eventbrite.com/e/916649672847/?discount=Cloudcastfree 
Instructions:

  1. Click reg link
  2. Click “Get Tickets”
  3. Choose ticket option
  4. Proceed with registration (discount will automatically be applied, cost will be $0)

SHOW TRANSCRIPT: The Cloudcast #867 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:

Topic 1 - Welcome to the show. Tell us about your background, and then give us a little bit of background on Mechanical Orchard.

Topic 2 - Many of the MO team come from Pivotal (especially Pivotal Labs), as well as being involved with the Agile Manifesto, Extreme Programming, etc. How did the mission of the company get focus on modernizing existing applications?

Topic 3 - Modernization projects have traditionally been really costly, with a low success rate. Why is now the right time to focus on this area?

Topic 4 - I’m really interested in how MO technology works. It seems like a variation of a digital twin, mixed with some AI capabilities. Give us the big picture of how this is a different approach to modernization.

Topic 5 - How much culture/process change is needed with MO to be successful?

Topic 6 - What do the stages of success look like with your approach to application modernization?

FEEDBACK?

More Keynote Presentation Tips20 Oct 202400:29:37

After several months of travel and giving keynote at multiple events, Brian gives some new tips for building keynotes, capturing audience attention, managing regional differences and avoiding mistakes.


SHOW: 866

SHOW TRANSCRIPT: The Cloudcast #866 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:


THE CHALLENGES OF KEYNOTES ACROSS DIFFERENT LOCATIONS

  • Different types of keynotes - Entertainment (celebrity), Vision (CEO), Informative (multiple)
  • Different types of keynote audiences - Technical, Business, Mixed
  • Different types of keynote context - New, Updates, 
  • Different styles of keynote - Storytelling, Demonstrations, Multiple Speakers/Panels
  • Other considerations - Audience language, Slides vs. Words, Size of the room, Length of presentation slot, Before/After sessions. 

FEEDBACK?


Will Cloud Providers start acquiring SaaS? 05 Oct 202500:28:16

As cloud matures, could the hyperscale cloud providers start looking to acquire SaaS providers to build out a bundled application portfolio? Or are the demands of AI investment too much to pursue that strategy? 

SHOW: 964

SHOW TRANSCRIPT: The Cloudcast #964 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 SPONSORS:

  • [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
  • [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.

SHOW NOTES:

COULD THE CLOUD HYPERSCALERS START LOOKING TO ACQUIRE SAAS COMPANIES?

  • Do the hyperscalers start acting like Private Equity to acquire SaaS revenue streams?
  • Do the hyperscalers start moving from primitive providers to bundlers?
  • Do the hyperscalers have to make a choice between AI/CAPEX investment and SaaS investment?
  • Do the hyperscalers figure out a way to spin-off the AI/CAPEX portions of their business for a period of time?


FEEDBACK?

Data Lakehouses & Apache Iceberg16 Oct 202400:28:35

Alex Merced (@AMdatalakehouse, Senior Tech Evangelist, @dremio) talks about everything data and we dig deep into Apache Iceberg and DataLakehouses.

SHOW: 865

Want to go to All Things Open in Raleigh for FREE? (Oct 27th-29th)

We are offering 5 Free passes, first come, first serve for the Cloudcast Community -> Registration Link

Instructions:

  1. Click reg link
  2. Click “Get Tickets”
  3. Choose ticket option
  4. Proceed with registration (discount will automatically be applied, cost will be $0)

SHOW TRANSCRIPT: The Cloudcast #865 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:

Topic 1 - Welcome to the show. Tell us a little bit about your background.

Topic 2 - It’s been a little while since we talked about Data Lakehouses, can you give us a little bit of background on this space, and what the most recent dynamics are around these technologies.

Topic 3 - What are the typical integrations with a Data Lakehouse? How are users/developers typically interacting with Data Lakehouse technologies? [The marketplace for Iceberg catalogs like Nessie and Polaris]

Topic 4 - How does an open data format like Apache Iceberg fit into the bigger picture of data lakehouses, or large scale stores of data?

Topic 5 - How does Dremio enable Iceberg? How does Dremio sit in the intersection of Data Lakehouse, Data Mesh and Data Virtualization trends all of which come from the same fundamental problem, the growing scale of data use cases.

Topic 6 -  We’ve seen companies start to rethink their data in the cloud strategies. Are you seeing on-premises making a comeback for large data applications

FEEDBACK?

Will the real AI breakthrough come from Big AI?13 Oct 202400:33:43

Are we sure that the next big thing in AI is going to come from OpenAI, or even one of the big cloud providers with $Billions to spend? History tells us that it might come from someone smaller. 

SHOW: 864

SHOW TRANSCRIPT: The Cloudcast #864 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"


WHERE DID THE CRITICAL “NEXT” INNOVATIONS COME FROM?

  • Internet infrastructure (router) came from Cisco
  • Web Browser / Web Server came from Netscape
  • Mainstream Linux came from Red Hat
  • Social Media came from Twitter, Facebook
  • Cloud came from Amazon
  • Smart Phone came from Apple
  • AI came from ?? (OpenAI, NVIDIA) 
  • What’s Similar? What’s Different?
  • Funding, Founders, Market Competitors


FEEDBACK?

Influence Marketing in Emerging Tech09 Oct 202400:33:31

Emily Freeman (@editingemily) and Forrest Brazeal (@forrestbrazeal), co-founders of Freeman and Forrest talk about the intersection of technical products and marketing and the evolution of marketing to reach an increasingly technical audience including the rise of influence marketing.
 
SHOW: 863

Want to go to All Things Open in Raleigh for FREE? (Oct 27th-29th)
We are offering 5 Free passes, first come, first serve for the Cloudcast Community

Registration Link - www.eventbrite.com/e/916649672847/?discount=Cloudcastfree 

Instructions:

  1. Click reg link
  2. Click “Get Tickets”
  3. Choose ticket option
  4. Proceed with registration (discount will automatically be applied, cost will be $0)

SHOW TRANSCRIPT: The Cloudcast #863 Transcript

CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"

SHOW NOTES:

Topic 1 - Welcome to the show.

Topic 2 - Where does the line between technical and marketing stop and start

Topic 3 - Is there a new blueprint being created for how to have conversations about new technologies, or helping people find useful information? [new media | influencers]

Topic 4 - Give us a sense of how crowded the markets are today, and why it’s so important to be able to communicate about the value/impact of the technologies.

Topic 5 - Let’s talk about how projects get paid for - priorities, awareness, etc.

Topic 6 -  What does good and bad look like these days?

FEEDBACK?

5 AI Trends to Keep an Eye on06 Oct 202400:23:02

The AI landscape is moving quickly. Here are 5 recent trends to keep an eye on for the last quarter of 2024. 

SHOW: 862

SHOW TRANSCRIPT: The Cloudcast #862 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 SPONSOR:


SHOW NOTES:



5 (+1) AI ITEMS TO KEEP AN EYE ON

  1. Do business leaders understand what LLMs do?
  2. Small models vs. Large models vs. One-size fits all models
  3. Does OpenAI funding unlock a new round of hype funding?
  4. Does anything (company, technology) reduce the dependency on NVIDIA GPUs?
  5. What are the Top 10 revenue generating AI apps, after ChatGPT and GitHub CoPilot? 
  6. What is the framework or “middleware” that unlocks the next breakthroughs in AI?

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Cloud News of the Month - September 202402 Oct 202400:44:11

Brian Gracely, Aaron Delp, and Brandon Whichard discuss the top stories in Cloud and AI from September 2024.

SHOW: 861

SHOW TRANSCRIPT: The Cloudcast #861 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 - AI Regulation is having mixed results (multiple products not released in EU now, California’s AI Act gets a veto)
  • Trend 2 - OpenAI is making and burning through money at historic levels, only 3 of the original 13 are left. Anyone wanting AI for good has moved on 
  • Trend 3 - Google finally releasing some AI tools and chips with potential (NotebookLM, AlphaChip). Also, Aaron no longer uses Google to search, feels last generation now and maybe these new tools are a way back for them?

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Tech Heroes and Imposters29 Sep 202400:25:21

Do we put too much emphasis on the leaders of the tech industry and not enough on the millions that support it? 

SHOW: 860

SHOW TRANSCRIPT: The Cloudcast #860 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

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SHOW NOTES:


THE BIG NAMES GET A LOT OF ATTENTION

  • We talk a lot about how much CEOs make
  • We talk a lot about the CEOs creating/executing strategy (good or bad)
  • We talk a lot about “rockstars” (see: Workday “rockstars” commercials)

BUT DO THE REST OF US ACTUALLY DO ANYTHING OF ANY VALUE?

  • Do the rest of us live the Ricky Bobby life, “if you’re not first, you’re last!”
  • Should we feel bad when we advocate for ourselves, since that’s how the merit/raise system works? 
  • Should we be embarrassed 


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Modern Identity Verification and Threat Detection25 Sep 202400:22:35

Rick Song (@rickcsong, CEO @Persona_IDV) talks about the evolution of identity verification and threat detection.

SHOW: 859

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SHOW TRANSCRIPT: The Cloudcast #859 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:


Topic 1 - Welcome to the show. Give everyone a little bit about your background with a quick introduction please.

Topic 2 - You cut your teeth at Square prior to Persona, what lessons did you learn there, and how did your experience there impact what you are doing at Persona?

Topic 3 - We are, of course, seeing an uptick in personal fraud in both our personal and professional lives through identity theft and personal information leaking into the world. If someone has all the proper information, how do you identify this as a false identity?

Topic 4 - How has AI impacted all of this? I would think with the power of GenAI tools, this industry has accelerated dramatically?

Topic 5 - Do we have another arms race on our hands to identify and protect both our personal and professional lives from fraud?

Topic 6 - Is Persona a 3rd party API similar in architecture to Stripe? If I’m an architect in an organization today and I want to get started, how would I do that?

Topic 7 - If there was one thing you wanted people to understand about this, what would it be?

Topic 8 - You have access to a lot of personal data, how is this data handled and secured?

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Will Amazon's new RTO policy reshape tech? 22 Sep 202400:21:58

This past week, Amazon announced a new RTO policy that required 5 days a week in the office. What types of impacts could this have on tech workers and the tech industry? 

SHOW: 858

SHOW TRANSCRIPT: The Cloudcast #858 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

CLOUD NEWS OF THE WEEK:  http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST:  "CLOUDCAST BASICS"

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SHOW NOTES:


IT’S BEEN 4.5 YEARS SINCE PEOPLE WERE IN THE OFFICE - FULL TIME

  • People have adapted their life to working from home
  • People have adapted their families to working from home
  • Daily commutes seem like a poor use of resources

IT’S BEEN 4.5 YEARS SINCE PEOPLE WERE IN THE OFFICE - FULL TIME

  • Being around co-workers does tend to increase collaboration and idea sharing
  • RTO is more difficult on certain employee (especially care-giving women)
  • RTO is an effective way to reduce headcount without defined “layoffs”
  • RTO may feel more impactful to mobility-able tech workers


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AI for the Legal industry18 Sep 202400:25:19

Jay Madheswaran (Founder & CEO @ Eve) talks about bringing AI to the legal vertical and the intersection of AI/ML of increased efficiency for legal firms.

SHOW: 857

SHOW TRANSCRIPT: The Cloudcast #857 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:

Topic 1 - Welcome to the show. Before we jump into the legal industry and AI, let’s talk a little bit about your background. Give everyone a brief introduction.

Topic 2 - What made you focus on the legal industry? When I think of forward leaning industries that quickly adopt new technologies, I don’t think of legal. What are the most common use cases?

Topic 3 - Tell us a little bit about the tech behind the scenes. Do you use foundational models and then fine-tune them? Do you have your own custom models? What are your thoughts on the current state and future of models for specific industries or verticals?

Topic 4 - Legal is a highly regulated space; how do your customers (law firms) think about data security and compliance? Tell everyone a bit about how all of this works.

Topic 5 - Do your clients use RAG for custom information that needs to be brought into the models? How does all of that work for customer data?

Topic 6 - When I think about legal, I think about two big areas. We covered compliance and the financial side of this, but what about the billing and financial side? How is ROI on legal AI calculated? Where and how does a legal AI help? Is this measured in hours saved, which translates into dollars saved?

Topic 7 - Let’s close by discussing the people aspect. We keep hearing AI is going to take everyone’s jobs away. What are your thoughts on how this supplements vs. replace staff?

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Understanding the Global differences around Enterprise Cloud15 Sep 202400:26:37

Back from some recent travel, we look at why it’s important to listen to people from around the world to understand the differences between how global regions adopt technology. 

SHOW: 856

SHOW TRANSCRIPT: The Cloudcast #856 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 SPONSOR:

SHOW NOTES:

LARGER FACTORS PLAY A SIGNIFICANT ROLE IN TECHNOLOGY OUTSIDE THE US

  • Diffusion of information
  • Currency exchange
  • Government laws, embargoes, tariffs
  • Language and timezone differences
  • Local culture, norms, expectations


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AI & Cloud Trends for September 202501 Oct 202500:43:11

Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from September 2025.

SHOW: 963

SHOW TRANSCRIPT: The Cloudcast #963 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS"

SPONSORS:

  • [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.
  • [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast

SHOW NOTES:

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Cloud News of the Month - August 202411 Sep 202400:43:33

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.  

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Unstable Pillars for the Next Generation?08 Sep 202400:20:19

The future of search advertising, the future of chips, the future of open source, AI monetization and government regulation of tech are all uncertain. What does that mean for the future?

SHOW: 854

SHOW TRANSCRIPT: The Cloudcast #854 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST:  "CLOUDCAST BASICS"

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SHOW NOTES:

ARE CORE PILLARS OF THE TECH INDUSTRY UNCERTAIN FOR THE FUTURE?

  • Google and antitrust
  • Intel and chips
  • Open source and licensing
  • AI and monetization
  • Governments and regulation

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Understanding the Gartner perspective on Cloud (and more)04 Sep 202400:47:47

Paul Delory (@pacdelory, Research VP @Gartner_Inc for Technical Professionals) shares insights about cloud computing, cloud costs, VMware, Platform engineering and IaC.

SHOW: 853

CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" 

SHOW NOTES:


Topic 1 - Welcome to the show. Before we jump into a broad set of topics today, give us a little bit about your background and what you focus on today.

Topic 2 - The hyperscalers have grown quite large over the last decade, but as we came out of COVID, many of their customers were concerned about the cost of cloud. Are we seeing a new rationalization coming around cloud costs and accountability of costs? 

Topic 3 - We’ve all read the headlines regarding changes to VMware by Broadcom. Alternatives to VMware would be big decisions for many companies. As a neutral independent, how are you framing your thinking about the VMware ecosystem and the decisions being made about the future of virtualization? 

Topic 4 - Over the last decade, we’ve seen so many new technologies. To get value from them, they require more cross-functional collaboration. These days we tend to call that Platform Engineering. How well do you see the evolution of people and processes being adopted, and how much more needs to happen?

Topic 5 - Behind the scenes of every transition over the past decade (Cloud, AI, Cloud-native) is the adoption of automation. This seems like a no-brainer, but actual adoption is lumpy across companies. What are some of the hard parts of automation that aren’t discussed enough? 


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Slow Data, Fast Data and Adapting AI models for your business01 Sep 202400:21:12

With so much rapid change happening around AI models, is there a framework for when to build models, train models, fine-tune models, use RAG or something else? Let’s explore…

SHOW: 852

SHOW TRANSCRIPT: The Cloudcast #852 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

CLOUD NEWS OF THE WEEK:  http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST:  "CLOUDCAST BASICS"

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SHOW NOTES:


HOW SHOULD WE DECIDE WHICH AI MODEL TO USE FOR OUR APPLICATION?

  • Build, buy, use open source, augment with your own data - so many decisions
  • How often do you update models with new data? 

HOW DO WE BRING OUR COMPANY DATA / KNOWLEDGE TO OUR AI MODELS?

  • Large Static Models - Predictive AI
  • LLMs + Slow-Changing Data - Align the Model
  • LLMs + Fast-Changing Data - RAG
  • LLMs + Agent-Learned Data - Agentic AI

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How DevOps is helping to rethink the need for VPNs with Modern Security28 Aug 202400:34:21

Emrul Islam (Head of Platform Innovation @TwingateHQ) talks about the evolution of remote access, application security, and enabling DevOps teams to drive security transformation.  

SHOW: 851

SHOW TRANSCRIPT: The Cloudcast #851 Transcript

CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" 

SHOW NOTES:


Topic 1 - Welcome to the show. 

Topic 2 - To properly solve cloud access & security pain points, companies need a tool that works for IT, DevOps, & Security teams

  • What are the challenges when trying to secure cloud access today?
  • What role do each of the stakeholders play in addressing these?
  • How much can technology really help address these challenges?

Topic 3 - How is Twingate architected differently to address these new challenges?

  • How do existing systems work?
  • What sort of architecture is required?

Topic 4 - Why is it a struggle to get these teams aligned on the right solution

  • Is there a disconnect between competing requirements and security?

Topic 5 - What is the opportunity for Devops teams to influence remote access and security architecture?

  • Why automate security?
  • How much can be automated?


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From Kingmakers to co-pilots, what's the future for developers?25 Aug 202400:31:31

Is the market shifting from evaluating software as an economic driver to re-evaluating the cost of software in the context of how AI can improve, augment or replace developers? 

SHOW: 850

SHOW TRANSCRIPT: The Cloudcast #850 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:

THE CLOUD WAS BUILT UPON ENABLING DEVELOPERS (“BUILDERS”)

  • The value of the developer exploded over the last decade
  • Software has reshaped most industries over the last decade

WE’RE MOVING FROM THE ECONOMICS OF SOFTWARE TO THE ECONOMICS OF DEVELOPERS

  • Code assistants for AI are the early leader in driving AI revenue
  • Do we have developer “productivity” or “creativity”?
  • Does AI have more impact on legacy code or new code?
  • How does the role of Junior vs. Senior developer change?
  • What happens to System Integrators? 

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The Scale of Cloud Networking21 Aug 202400:34:56

Vinay Tripathi (Senior Member of IEEE,  Production Network Engineer @Google) talks about the evolution of backbone networks for the Cloud and Internet, future technologies and career opportunities. 

SHOW: 849

SHOW TRANSCRIPT: The Cloudcast #849 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:

Topic 1 - Welcome to the show. Before we jump into cloud networking, let’s talk a little bit about your background and some of the areas you focus on today.

Topic 2 - Let’s start with something big - the anatomy of cloud backbone networks. What is the makeup of a typical cloud backbone network?

Topic 3 - What are some of the unique challenges and solutions that you need to think about in terms of scaling, reliability, securing, and maintaining these massive networks, along with the innovative solutions being implemented

Topic 4 - Looking forward, what are some of the emerging trends like intent driven networks, software defined global WAN, and the impact of AI/ML on cloud backbone infrastructure.

Topic 5 - Some people in the networking industry are concerned about the future of network engineers. Career Paths in Cloud Networking: skills and knowledge required for a successful career in this field, along with potential career paths.

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Reflections on the Cloud Evolution - with a special guest18 Aug 202400:22:16

The summer lull has us reflecting on how the evolution of cloud computing has shaped the existing era that’s trying to figure out AI. With a special guest introduction. 

SHOW: 848

SHOW TRANSCRIPT: The Cloudcast #848 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:

WE HAVE A SPECIAL GUEST LEADING OFF THE SHOW - AFTER 13 YEARS

WHAT PARTS OF THE CLOUD EVOLUTION HAVE LAID THE FOUNDATION FOR TODAY?

  1. [BAD] Shadow IT set Enterprise IT back 5-10 years, with the same responsibilities
  2. [GOOD] Technology experimentation has become the norm, from technologists to business leaders. 
  3. [BAD] We still don’t really know how to measure the cost or return (ROI) of technology spending.
  4. [GOOD] We have a new appreciation for the power of software and software development to change businesses and markets.
  5. [BAD] But we still haven’t figured how to normalize great software development
  6. [GOOD] Open source communities (e.g. CNCF, etc.) provided a blueprint for bringing new innovation to the marketplace
  7. [BAD] We saw how long it took for Cloud to be disruptive, but now that valuations are so high, we haven’t learned patience for new disruptions.
  8. [GOOD] The “cloud” way of doing things has laid the foundation for what might/will come next. 


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Data Center Buildouts for AI14 Aug 202400:29:45

Scott Jarnagin (Founder/CEO of Caddis Cloud Solutions (Caddis Cloud Solutions)) talks about the challenges of building modern data centers to handle the growing demands of AI.

SHOW: 847

SHOW TRANSCRIPT: The Cloudcast #847 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:


Topic 1 - Welcome to the show. Before we jump into Caddis Cloud, let’s talk a little bit about your background and then what led you to start  the company.

Topic 2 - Let’s begin by looking at the bigger picture intersection of today’s data centers and the growing demand for AI capabilities. How much of a change will current data centers have to go through to be able to support AI at any sort of scale?

Topic 3 - How are cloud providers, hosting companies and enterprises evolving to meet the increased demands driven by AI and other high-intensity computing processes?

Topic 4 - How would you typically advise an enterprise to think about matching the AI needs to the current and future capabilities of the market? How do they make sure their AI plans aren’t going to get sidetracked with the wrong datacenter/cloud choice?

Topic 5 - Are there elements of government development/involvement for datacenter expansion that companies should be aware of as they make future plans around AI?

Topic 6 - How frameworks does Caddis Cloud typically use to help guide companies that are looking at near-term and long-term data center plans

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5 Storylines that will shape Cloud and AI in 2H 202411 Aug 202400:21:07

They may not be major stories, but these 5 headlines will play an important role in how AI and the Cloud evolve in the 2H of 2024. 

SHOW: 846

SHOW TRANSCRIPT: The Cloudcast #846 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:


THE ECONOMY WILL BE THE STORY OF 2H 2024 DUE TO THE US ELECTIONS

BUT WILL ANY OF THESE OTHER STORIES GET THE ATTENTION THEY DESERVE?

  1. Are VCs going to be out on AI startups?
  2. Will tech antitrust discussions become prominent in the US elections? 
  3. When will we start seeing all the early-2024 AI demos turn into reality?
  4. How much are the hyperscale cloud earnings boosted by AI spend vs. usage?
  5. Will any alternatives to VMware start to show progress in displacing the virtualization leader?


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The AI Awkward Years28 Sep 202500:27:09

Between the bold predictions, VC economics, and rising usage-patterns are stories of limited ROIs, undefined use-cases and associated job losses. AI is in an awkward phase of maturity and it’s not clear how it will evolve into the next phase. 

SHOW: 962

SHOW TRANSCRIPT: The Cloudcast #962 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 SPONSORS:

  • [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
  • [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.

SHOW NOTES:

THE SPECTRUM OF AI

  • The early years of the Internet, we tried to replicate physical-based activities
  • The early years of the Internet, the whole industry/world-economy wasn’t depending on “the next thing”
  • The early years of AI, “the leaders” are talking about curing cancer and double human longevity
  • Cloud had “lift and shift”; AI has “get everyone a GenAI license”
  • Where is the middle? Where is the rational discussion?
  • Massive Funding
  • Massive # of Consumer Users
  • From Ed to Sam, from Dario to Satya, from Jensen to Larry …. Big spectrums of opinions
  • Unprofitable (except NVIDIA, Broadcom)
  • Near monopoly of GPUs by NVIDIA
  • Every couple months, the landscape seems to shift (OpenAI partners, Leading models, 
  • Questionable Enterprise ROI - lots of “we gave everyone GenAI, but we don’t know how to measure it”
  • Companies are laying off workers, or avoiding hiring because of promises of AI
  • Unknown “killer” use-cases beyond chatbots, therapy, developer-assistants, writing, document handling
  • Today’s mantra is “Rub some AI Agents on it”

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Cloud News of the Month - July 202407 Aug 202400:41:50

Brian Gracely (@bgracely), Aaron Delp (@aarondelp)  and Brandon Whichard (@bwhicard) discuss the top stories in Cloud and AI from July 2024.

SHOW: 845

SHOW TRANSCRIPT: The Cloudcast #845 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 do you tend to do (at work, or outside work) when things seem overly bad in lots of areas? 
  • Trend 2 - Are people starting to feel like AI is more sizzle (hype) than steak (reality)?
  • Trend 3 - As you’re looking at 2HCY24 now, with all the things that happened in July, are you expecting anything new/different than you thought a couple months ago? 
  • Trend 4 - Are we likely to be in “wait and see” mode for the rest of the year, with all the political uncertainty?  


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Technology and Politics Collide04 Aug 202400:17:48

For many years, Silicon Valley was considered to be somewhat apolitical. But the last decade has changed the relationship with governments. What’s causing the changes? 

SHOW: 844

SHOW TRANSCRIPT: The Cloudcast #844 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 SPONSOR:


SHOW NOTES:


SHOW NOTES:

TECHNOLOGY IS A CRITICAL DRIVER OF ECONOMIC GROWTH

  • VCs are becoming more visible and vocal in their political agendas
  • Billionaires have the wealth, power and influence of nation states
  • European and APAC tech policy are more defined than US

DOES GROWTH ALLOW YOU TO AVOID RESPONSIBILITY OR ACCOUNTABILITY?

  • Has there been an “unwritten” agreement between WashDC and Silicon Valley?
  • Crypto is not just another technology
  • Issues: Antitrust, Taxes, Future of AI, etc.


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