Episodes
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Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, from @SoftwareDefTalk) talk about all the major news stories in Cloud and AI from May 2024
SHOW: 827
SHOW TRANSCRIPT: The Cloudcast #827 Transcript
SHOW VIDEO: The Cloudcast YouTube Channel
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"
SHOW NOTES:
LINKS TO ALL ARTICLES FOR MAY 2024 CLOUD NEWSSegments Covered in the Show:
Good Old Fashioned Cloud NewsThe AI Innovation Continues Trend 1 - Is anyone going to talk about Cloud anymore? Trend 2 - Is AI a real conversation with Enterprise yet, or does AI need to go through a consumer period first? Trend 3 - Every large acquisition was deemed a âterrible mistakeâ within a few months, according to the press - (e.g. Hashicorp, VMware)Trend 4 - Is April to June the new âtrade show seasonâ, or will it just be âalways onâ in the new AI world?FEEDBACK?
Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod -
Letâs put todayâs AI era into some historic context by looking at the similarities and parallels to the explosion of the 1st wave of the consumer Internet.
SHOW: 826
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:
Panoptica, Ciscoâs Cloud Application Security solutionSHOW NOTES:
Building the Information Super Highway (pre-2000)Executives discuss the Information Super Highway2001 - A DotCom Bubble Odyssey (Cloudcast Eps.772)WEâRE FASCINATED BY THE IDEA OF TECHNOLOGY CHANGING EVERYTHING
2000s era Internet was going to change everythingGenAI is predicted to change everythingMOST TECHNOLOGYâS SHIFT HAPPEN WITH CONSUMERS FIRST
GenAI still canât validate accuracy (e.g. hallucinations)GenAI is still extremely expensive to create, maintainGenAI still doesnât have a widely-adopted business modelShadow GenAI groups will emerge in the EnterprisePeople are still mostly thinking about GenAI as a way to offload things they donât want to do vs. improving their existing skillsFEEDBACK?
Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod -
Missing episodes?
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Tim Crawford (@tcrawford, CIO Advisor at @AVOAcom) talks about the challenges of the modern CIO, managing stability vs. innovation, and understanding the business value of tech.
SHOW: 825
SHOW TRANSCRIPT: The Cloudcast #825 Transcript
SHOW VIDEO: The Cloudcast YouTube ChannelCLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"
SHOW SPONSOR:
Neo4j explores knowledge graphs and vector search (graphstuff.fm podcast)See what graphs can do for you at Neo4j.com/developer
AVOA WebsiteTimâs article on HashiCorp
SHOW NOTES:Topic 1 - Tim, welcome back to the show! Weâve been friends for years, and itâs great to get you on today! We will discuss everything at the top of CIOs' minds today. Why donât you give everyone a quick background on how you became known as the CIO Advisor?
Topic 2 - Before we go into trends over the last few years. Put everyone in a CIO mindset. What do they care about? How do they think about the intersection of technology and business? What keeps them up at night?
Topic 3 - Weâve heard many times CIOs have to balance two things: keeping the lights on (the boring side of the business that is often undifferentiated, and the innovative side that often moves the needle. A CIOâs job is to minimize the former and maximize the latter. Do you agree? How accurate is that statement?
Topic 4 - Iâll follow that up with a real-world example many organizations might be facing, one weâve discussed on the show in the past. Weâll discuss VMware on one end of the stable, the keep the lights on model, and AI on the other end as an innovative technology that could differentiate. Letâs talk about VMware firstâŠ
Topic 4b - Now the other end of the spectrum, AI. Have we reached peak AI washing and craziness? Is the trough of disillusionment coming? How should a CIO think about it?
Topic 5 - Letâs talk about economics over the last few years. Zero-interest money has gone away for VCs and startups and we are seeing some big changes on the vendor side. How does this impact the people you talk to?
Topic 6 - Last topic, you were there and talked about Hashicorp when they rang the bell last week and then were bought 24 hours later. What was that like as someone who was there?
FEEDBACK?
Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod -
When you see the headline â<ex-employee> says <company> AI strategy is in chaosâ, what does it really mean? Is any companyâs AI strategy NOT in chaos at this point?
SHOW: 824
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:
Ex-Google says Google's AI strategy is in chaos (Decoder)The Transformer Paper from Google (foundation of GenAI)NVIDIA coverage on Stratechery (Ben Thompson)DBRX LLM from DatabricksArtic LLM from SnowflakeOpenElm LLM from AppleOpenAI and Apple sign deal, Apple still wants a Google optionIBM and Red Hat bring Open Source to AI with InstructLabWE OVERESTIMATE IN 1YR, AND UNDERESTIMATE IN 10YRS
âMost people overestimate what they can do in one year and underestimate what they can do in ten years.â - Bill GatesDOES ANYONE REALLY HAVE THEIR AI STRATEGY FIGURED OUT?
NVIDIAGoogleOpenAIMicrosoft / Azure / GitHubAmazon / AWSMetaAppleIBM / Red HatOracleSnowflakeDatabricksVCsStartupsFEEDBACK?
Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod -
Jonas Rosland (@jonasrosland, Head of Open Source Community @CIQ) talks about using AI tools to accelerate building and communications in Open Source Software (OSS) communities. We also discuss the differences between Community Roles and Dev Rel.
SHOW: 823
SHOW TRANSCRIPT: The Cloudcast #823
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"
SHOW SPONSOR:
Neo4j explores knowledge graphs and vector search (graphstuff.fm podcast)See what graphs can do for you at Neo4j.com/developerSHOW NOTES:
Jonasâ session abstract from All Things Open (ATO) 2023Session slides and description of the talkHit Save! - Video Game Preservation OrganizationCIQ Enterprise Linux PlatformTopic 1 - Good Afternoon Jonas! Give everyone a quick background on your time building open-source communities and a bit about your foundation. Weâll dig into both areas today.
Topic 2 - We caught up at All Things Open last fall. You gave a fascinating talk on using AI tools to accelerate the building of OSS communities. Give everyone the backstory on how that topic and presentation came to be.
Topic 3 - This may be a dumb question, but DevRel is (still) all the rage. What is the difference between the approach to building OSS communities and the straight-up DevRel teams? How is success tracked in each? Are there solid metrics, or is it âfuzzyâ?
Topic 4 - Sadly, as far as I can tell, the session wasnât recorded. But, for me, the big takeaway was how much dabbling you were doing with the tools and your good and bad experiences. I learned a lot from a practical aspect. But, the AI industry and tools are moving so fast. Whatâs in your toolbox today and why?
Topic 5 - What are some of the gaps in the tools today? Whatâs missing?
Topic 6 - Letâs talk about your side gig. You were part of the founding team and are exec director of a video game preservation society, Hit Save! How did that come to be? What does that entail?
Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
FEEDBACK? -
After just three years, AWS is making another change at the top of the leadership org-chart. What lessons can we learn from leadership transitions and what might come next?
SHOW: 822
SHOW TRANSCRIPT: The Cloudcast #822
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:
Andy Jassy makes AWS leadership announcementâThereâs no AI without the cloudâ, says AWS CEO (Decoder podcast)Six things to know about the new AWS CEO, Matt GarminAWS HAS NEW LEADERSHIP. WHY NOW?
Adam Selipsky is out, Matt Garmin is in. What does it mean?Why is AWS making the change now?WHAT LESSONS CAN WE LEARN FROM SELIPSKYâS 3 YEARS AS AWS CEO
Probably donât take the job immediately after someone is the Nick Saban of techDonât be the complete opposite of the previous boss (wings guy vs. wine guy)[Andy on X] Lead Amazon, married and father of two kids, big sports/music/film fan, experienced buffalo wings eater. Go Kraken!
[Adam on X] Husband & dad. Water skier/tennis player. Fan of Seahawks & Sounders. CEO at #AWS.
[Andy Jassy] Iâve always had a lot of respect for Adam, and we met several times to discuss the possibility of coming back to lead AWS. In those conversations, we agreed that if he accepted the role, heâd likely do it for a few years, and that one of the things heâd focus on during that time was helping prepare the next generation of leadership.[Andy Jassy] Matt has an unusually strong set of skills and experiences for his new role. Heâs very customer focused, a terrific product leader, inventive, a clever problem-solver, right a lot, has high standards and a meaningful bias for action. Realize when your job is to lead and inspire vs. producing the weekly reportThe post-ZIRP CEO of AWS2021 - $62B, , 2022 - $80B, 2023 - $90B, 2024 - $100+BLost key peopleBehind on GenAI vs. other cloudsâWartime CEOâ vs. âPeacetime CEOâFEEDBACK?
Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod -
Mark Collier (@sparkycollier, COO @openInfradev) talks about the advantages of open source AI and the intersection of OSS and AI transparency, safety, and potential regulations.
See what graphs can do for you at Neo4j.com/developer
SHOW: 821
SHOW TRANSCRIPT: The Cloudcast #821
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"
SPONSOR:SHOW NOTES:
Markâs Talk at ATOEU AI Act PassesHow Tech Giants Cut Corners Harvest DataThe EU Guide Act - A Guide for DevelopersOpenInfra FoundationTopic 1 - Our topic for today is AI Safety and Regulation. I saw our guest speak at All Things Open here in Raleigh late last year and he is also a Cloudcast alumnus having been on the show previously talking about OpenStack and the OpenInfra Foundation. Weâd like to welcome Mark Collier (Chief Operating Officer @ OpenInfra Foundation) for this discussion. Mark, welcome to the show.
Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Topic 2 - Thereâs a lot of news today about AI safety and regulation. The industry also seems to be caught up in an AI arms race of who has the bigger model, faster model, etc. OpenAI have become the early category leader but they might have started with good intentions, but, contrary to their name, they arenât open⊠at all. One message in your talk is how open-source software will prevent the coming of the âAI overlordsâ. Tell everyone a bit of what you mean by this. What is the problem we are facing and many may not even realize it.
Topic 3 - I donât want to call you old (I think we are about the same age), but youâve seen some things. Youâve also been around OSS and foundations for a bit now. How can open source solve the problem?
Topic 4 - We hear a lot about AI regulation, but this seems to be a moving target. What is both the current and future state of AI regulation? In my opinion, we havenât seen a lot of successful regulations to date. We saw recently the EU pass an AI Act. Is this the first of many? The start of a trend?
Topic 5 - Letâs talk about the âday jobâ. Whatâs new with OpenInfra Foundation these days?
Topic 6 - OpenStack releases are still going strong and youâve even run out of letters on OpenStack releases and have rolled around on the alphabet and are back to C. This is the 29th release of OpenStack. Whatâs the news for the Caracal release?
FEEDBACK? -
Happy Mothers Day! And letâs explore some new happenings at the intersection of open source and AI.
SHOW: 820
SHOW TRANSCRIPT: The Cloudcast #820
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:
InstructLab Project (github homepage)LAB: Large-Scale Alignment for ChatBots (research paper)Granite LLMs (IBM research - Hugging Face)7b-base model7b-lab modelInstructLab: What is contributing to AI LLM models was easy? (Redmonk)HAPPY MOTHERS DAY TO ALL THE MOMS
Call you mom, be good to your wife, and be a role model for the young girls in your lifeOPEN SOURCE MEETS AI
The big AI question: 1 model, or many models?2023 was the year of model diversity, and the beginnings of âopenâ models (Llama 2, Mistral, etc.)Can we make it easier to contribute to an open model?Can we create communities around models?Can we reduce the costs of expensive parts of AI? How can businesses bring their knowledge to a model, without security concerns about their data? (options like RAG (retrieval augmented generation) exist)FEEDBACK?
Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod -
Malte Ubl (@cramforce, CTO @Vercel) talks about Front-End web development and clouds, how AI impacts front-end infrastructure, and impacts to the business.
Vercel (homepage)Elevate your frontend with AIV0.dev
SHOW: 819
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"
SHOW NOTES:Topic 1 - Our topic for today is front-end development and front-end clouds, and weâll also explore AI-generated front ends. Our guest is Malte Ubl, CTO at Vercel. Malte, welcome to the show. Give everyone a quick background on your time at Vercel and Google Search.
Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Topic 2 - Letâs start at the start. We hear all the time about front-end developers and back-end developers. What is your definition of a front-end and, more specifically, a front-end cloud?
Topic 3 - What are the most common use cases you see today? What problem are you solving when you talk to organizations?
Topic 4 - How much of a front-end is typically integrated with 3rd party services, and how much is build your own?
Topic 5 - Where does AI fit into this from a developer's perspective? Are we to the point where we can develop a front-end from a prompt?
Topic 6 - Letâs talk about the business side of this. Do companies typically have a âfront-end problemâ? If so, what does it look like, and how do they know?
FEEDBACK? -
What are the key characteristics and red flags with todayâs leaders in the tech industry? How to identify the leadership skills, the team building skills, and the execution skills.
SHOW: 818
SHOW TRANSCRIPT: The Cloudcast #818
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:
WHERE ARE THE LEADERS IN THEIR CAREERS?
Are they a 1st time manager?Have they managed distributed teams? Managed multiple teams?Have they managed a P&L? Have they had significant success in the past? What was their role?LEADERSHIP SKILLS, TEAM BUILDING, EXECUTION AND RED FLAGS
Are you joining an established âteamâ or group thatâs worked together before?Is the leader repeating a previous success, in a similar or different domain?What motivates the leader? What is their view on competition?What are the leaderâs best skills? Do they recognize this? Does the leader augment their skills with the team around them? Do they recognize this?Does your personality mesh with the team youâre joining, or are you expecting to be a change agent?FEEDBACK?
Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod -
Aaron (@aarondelp) and Brian (@bgracely) talk about all the major news stories in Cloud and AI from April 2024
LINKS TO ALL ARTICLES FOR APRIL 2024 CLOUD NEWS
SHOW: 817
TRANSCRIPT: Cloudcast #817 - CNOTM - April 2024
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 NewsThe AI Innovation Continues - Speed RoundTrend 1 - 2024 is going to be a year of big announcementsTrend 2 - Weâre starting to see some (early) reality set in with AITrend 3 - Lots of things are being lost between Broadcom/VMware and AI discussionsFEEDBACK?
Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod -
Every few years we have to be reminded that open source isnât a business model. Letâs talk about the business dynamics that everyone seems to keep forgetting.
SHOW: 816
SHOW TRANSCRIPT: The Cloudcast #816
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:
Adam Jacobs discusses open source and business (The Changelog)âfigure out how to play nice with competitionâ (Twitter)The will never be another Red Hat - Economics of OSS (a16z)OPEN SOURCE IS A LICENSE, NOT A BUSINESS MODEL
There are rules around software licenses (e.g. Apache, GPL, etc.)There are no rules about how people feel about software, creators or maintainersFREE, FREE TIERS, EXTENSIONS, CLONES
Red Flags: Writes most of the code, took VC funding (multiple rounds)Green flags: Lots of diverse (companies) contributorsYellow flags: Foundation owns copyrightâThereâs the business side and thereâs the hippie side of OSSââI have endless ambitionsââI didnât build a forever entityââWhen is the rug pull going to happen?âIf a company takes VC funding, is open source anything more than a marketing vehicle?âDocker figured it out and now they are doing like $100Mâ. Did they? When is OSS personal, and when is it a company?Will there never be another Red Hat, or just not another Linux?How much is too much when determining if a company should give things away for free?FEEDBACK?
Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod -
John Yue (CEO & Co-Founder @ inference.ai) discusses AI workload sizing, matching GPUs to workloads, availability of GPUs vs. costs, and more.
Inference.ai (homepage)TechCrunch postSiliconAngle post on ChatGPU
SHOW: 815
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"
SHOW NOTES:Topic 1 - Our topic for today is sizing and IaaS hosting for AI/ML. Weâve covered a lot of basics lately, today weâre going to dig deeper. There is a surprising amount of depth to AI sizing, and it isnât just speeds and feeds of GPUs. Weâd like to welcome John Yue (CEO & Co-Founder @ inference.ai) for this discussion. John, welcome to the show
Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Topic 2 - Letâs start with sizing, Iâve talked to a lot of customers recently with my day job, and it is amazing how deep AI/ML sizing can go. First, you have to size for training/fine-tuning differently than you would for the inference stage. Second, some just think, pick the biggest GPUs you can afford and go. How should your customers approach this? (GPUâs, software dependencies, etc.)
Topic 2a - Follow-up question what are the business side, what are the business parameters that need to be considered? (budget, cost efficiency, latency/response time, timeline, etc.)
Topic 3 - The whole process can be overwhelming and as we mentioned, some organizations may not think of everything. You recently announced a chatbot to help with this exact process, ChatGPU. Tell everyone a bit about that and how it came to be.
Topic 4 - This is almost like a match-making service, correct? Everyone wants an H100, but not everyone needs or can afford an H100.
Topic 5 - How does GPU availability play into all of this? NVIDIA is sold out for something like 2 years at this point; how is that sustainable? Does everything need to run on a âFerrari classâ NVIDIA GPU?
Topic 6 - Whatâs next in the IaaS for AI/ML space? What does a next-generation data center for AI/ML look like? Will the Industry move away from GPUs to reduce dependence on NVIDIA?
FEEDBACK? -
For some strange reason, âmaintenanceâ has been in the news quite a bit lately. Is there ever a time when maintenance is enjoyable, or appreciated?
SHOW: 814
SHOW TRANSCRIPT: The Cloudcast #814
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:
AWS increased the price of longer-running EKS clusters by 6xBroadcom changes VMware licensing from perpetual to subscriptionBroadcom offers security patches to perpetual license customersIncreasing the Kubernetes support window to 1 yearDiscovering the XZ backdoor (Oxide and Friends, podcast)IS MAINTENANCE EVER APPRECIATED OR ENJOYABLE?
Spent the day surrounded by maintenance activities (oil, AC, power-wash)The costs of maintenance are real and opportunityMaintenance often goes unappreciated and unseenNaming: Release Notes, Technical Debt, Chaos EngineeringTECHNICAL DEBT VS. MAINTENANCE
Should we encourage a lack of maintenance vs. innovation as a priority?Should we encourage active maintenance with lower hard costs?Is there a way to put respect on maintenance? (e.g. OSS maintainers)Do we undervalue maintenance (e.g. Backup/Recovery, DisasterRecovery, etc.)?What maintenance best practices do you use? What are the good and bad of them?FEEDBACK?
Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod -
Kalyan Veeramachaneni (@kveeramac, CEO/Founder @DataCebo) discusses the generation and value proposition of synthetic data for GenAI.
DataCebo (homepage)Synthetic Data Vault - SDVTechCrunch ArticleMIT News ArticleTopic 1 - Our topic for today is synthetic data. While the concept and need for synthetic data has been around for a long time, it isnât a topic that typically comes to the forefront and something we havenât talked about until today. Today is a bit of crossing the streams between developers and testing data and using GenAI to achieve this goal. For this, weâre joined by Kalyan, CEO and Co-Founder of DataCebo. Welcome to the show
SHOW: 813
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"
SHOW NOTES:
Topic 2 - First, for those not familiar, what is synthetic data? What is the use case and need? What problem is it solving today?
Topic 2a - Hopefully, listeners out there are making the connection to the advantages of GenAI for synthetic data, but take us through your original concept at MIT and the history of Synthetic Data Vault (SDV).
Topic 3 - We recently did a show on the security and privacy of training LLMs where we covered the need to mask PII for the training of models for compliance. I can also see bias issues coming into play or maybe training data that doesnât exist in the real world (weather models example). What are some of the use cases that youâve seen require synthetic data sets. Are there certain industries (healthcare, financials, etc.) that benefit?
Topic 4 - You were designing this based on GenAI before GenAI was âcoolâ. How has the rise of LLMs impacted this space?
Topic 5 - If I understand this correctly, organizations would put generative AI on a problem to describe a need for a data set, the model would then evaluate the available data and create a quality synthetic or âfakeâ dataset. How would the organization verify the quality of the dataset? How would they validate that a synthetic data set is as good as the original data?
Topic 6 - Letâs talk about resources for a bit. When I think of GenAI and training, I think of large amounts of hardware and in particular GPUâs that might have limited availability. Is that true here? Also, is this on-prem or in the cloud, or both?
FEEDBACK?
Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod -
With the AI Era upon us, the challenge of trying to learn and make sense of the technologies, the business opportunities and the pitfalls is both exciting and equally terrifying.
SHOW: 812
SHOW TRANSCRIPT: The Cloudcast #812
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:
WHEN WAS THE LAST TIME YOU REALLY LEARNED SOMETHING NEW IN TECH?
Cloud was all new, but not completelyThe pace of cloud innovation seemed fast, but not in comparison to AIThe focus was around one cloud vs. a new source every weekPICK A TOPIC, READ, BE CONFUSED, LOOK FOR CONFIRMATION, RINSE, REPEAT
Where to start the learning process? Where to pick a source of learning?(Coursera, MIT online, blogs/videos/search, etc.)How to determine legitimacy of the sources? How far to learn before stopping to make sense? Trying to relate it to something you already know? How and when to ask questions?FEEDBACK?
Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod -
Brad Winett (President/Co-founder @TrackItCloud) talks about platforms for entertainment and media. Topics include use cases, partnering with AWS, and creation and consulting services. We even dig into AR and VR a bit at the end.
SHOW: 811
TrackIt (homepage)
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"
SHOW NOTES:Topic 1 - Our topic for today is media and entertainment in the cloud. I donât believe we have ever done a show specifically on this topic, and there are some considerations worth talking about. For today, we have Brad Winett, President and Co-founder at TrackIt. Brad, welcome to the show. Letâs jump right in. The media industry as a whole has undergone major change, just like many others. Most of us see it from the consumer end as a cord-cutter. What made you jump into this market and this industry specifically?
Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Topic 2 - Platforms and content distribution in the early days of cloud was a differentiator. I think back to Netflix, they initially had a market advantage because they were able to scale better and to more devices than anyone and even open sourced a number of internally developed items and were the AWS poster child. Over time, these user experiences have become the norm. How should people out there think about media platforms? Are we past the days of build your own?
Topic 3 - What about use cases? Media streaming is pretty broad. What does a normal customer look like? Is this big streaming services, smaller companies, etc?
Topic 4 - How much of the tech stack is AWS products and how much of the stack is custom typically? Walk us through what a media streaming stack looks like. How is this different from a SaaS provider providing a turnkey service?
Topic 5 - I know TrackIt is a big AWS partner. Give everyone an overview of the landscape of AWS Partnership these days. Do you provide mainly professional services and consulting?
Topic 6 - Where does open-source software fit into this?
Topic 7 - I feel the standard last question these days is how AI will potentially enhance or impact this is some way.
FEEDBACK? -
What will be the adoption patterns for AI within the Enterprise? Will it follow the early days of Cloud Computing, or will new and different patterns emerge?
SHOW: 810
SHOW TRANSCRIPT: Cloudcast #810
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:
WHAT WERE THE PATTERNS FOR ENTERPRISE IT AND CLOUD?
Shadow ITHigh-scalability or Short-term Projects (and experimentation)Migration via âCloud Firstâ initiativesDifficult stuff came lastWHATâS DIFFERENT ABOUT AI vs. CLOUD?
CPU to CPU was easier to calculate vs. CPU + GPUHave we learned any lessons about how to value people's productivity?Does Enterprise AI need a Crawl, Walk, Run scenario? Do they need to be sequential and linked? Are Enterprise AI use-cases well defined? How long is the Enterprise willing to fail at experiments? Whatâs the Enterprise tolerance for GenAI âflawsâ (e.g. hallucinations, lack of citations, etc.)Will GenAI rejuvenate Predictive AI projects in the Enterprise?FEEDBACK?
Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod -
Aaron (@aarondelp) and Brian (@bgracely) discuss the biggest tech stories, announcements, and trends from March 2024.
SHOW: 809
LINKS TO ALL THE ARTICLES FOR MARCH 2024 CLOUD NEWS
SHOW TRANSCRIPT: https://bit.ly/cloudcast-809-transcript
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 NewsThe AI Innovation Continues - Speed RoundTrend 1 - KubeCon EU 2024Trend 2 - Microsoft continues to branch out from OpenAI as a partnerTrend 3 - NVIDIA held a pretty massive GTC eventFEEDBACK?
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Letâs dig into the mindset behind the VMware price increases that have been happening since Broadcom acquired the company in 2023.
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Want to win a Tesla Cybertruck or $100,000? Enter the WS02 Choreo Code Challenge (before April 30th)WSO2 Choreo - Why build a platform? Just add developers insteadSHOW NOTES:
What VMware might look like under Broadcom (Eps.629, June 2022)What to do about VMware (Day Two Cloud, Feb 2024)VMware 10X Price Increase Leaves Companies Looking for AlternativesVMware pricing in the Broadcom EraBROADCOM IS FITTING VMWARE INTO THEIR BUSINESS MODEL
At least with acquisitions, Broadcom has a well-defined set of business metrics they expect from their companiesBroadcom acts somewhere like private equity in terms of investment, innovation, revenue generationIT'S A BOLD STRATEGY BROADCOM, LETâS SEE IF IT PAYS OFF FOR THEM
In essence, the bet is that there is no replacement for VMware in the EnterpriseThe timing is interesting with the shifting of budgets for AI projectsIt puts customers in a position to pay more for limited upside, but having to distinctly cut other areas of their technology budget (risk the business)Customers have some options, but again they risk the business (e.g. hold off on security patches)Once a company accepts the new pricing, what guarantees are there about no additional big increases in the future? How much will this impact the longer-term vendor-customer relationship?FEEDBACK?
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