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The Cloudcast (@cloudcastpod) is the industry's #1 Cloud Computing podcast, and the place where Cloud meets AI.  Co-hosts Aaron Delp (@aarondelp) & Brian Gracely (@bgracely) speak with technology and business leaders that are shaping the future of business. Topics will include Cloud Computing | AI | AGI | ChatGPT | Open Source | AWS | Azure | GCP | Platform Engineering | DevOps | Big Data | ML | Security | Kubernetes | AppDev | SaaS | PaaS . 

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Sean Falconer (@seanfalconer, Head of Dev Relations @SkyflowAPI, Host @software_daily) talks about security and privacy of LLMs and how to prevent PII (personally identifiable information) from leaking outSHOW: 807CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Want to win a Tesla Cybertruck or $100,000? Enter the WS02 Choreo Code Challenge (before August 30th)WSO2 Choreo - Why build a platform? Just add developers insteadCloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spendSHOW NOTES:SkyFlow (homepage)Partially Redacted PodcastSoftware Engineering DailyTopic 1 - Our topic for today is the security and privacy LLMs. What’s Sean’s origin story?Topic 2 - Let’s dig into LLM security and privacy. We see this concern a lot on the podcast and we’ve touched on it with various past shows, but we haven’t dug in deep. First, let’s frame the problem. What are we talking about when we talk about LLM security and privacy?Topic 3 - First, there is a fear that customer PII information might leak out. Second, company IP or confidential into might leak out related to products or offerings. We’ve seen examples of both to date. This could be exposed in the form of integration into a model (query it for the answer) or in the fine-tuning or RAG stage. Either one could lead to compliance issues, lost rev etc. But, that same data at risk is the potential differentiation of the models. How do you both mask the data but take advantage of the data?Topic 4 - One thing I’ve noticed is many orgs only think about privacy in relation to the fine-tuning stage where they are taking a broad model and making it company specific. It is about much more than that though. Just like standard software development, we have different stages. How is the data collected and stored, how is it used for training and fine-tuning, how is it used after deployment and during interaction stage, etc. How should security and privacy be handled across all phases?Topic 5 - Let’s talk beyond LLMs for a bit. What about Data Lakes and Data Warehousing? I see this as a problem across all big data, correct?Topic 6 - How does API security fit into this? Much of what we are talking about is at the storage and retrieval level. But, increasingly we see API issues exposing data. How does that fit in here?Topic 7 - Let’s talk podcasts, we had Jeff, the previous host of Software Engineering Daily on a few times. How are things over at Software Engineering Daily? Tell everyone a bit about the show.FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodThe I.T. Career Podcast Your ultimate guide to success in the I.T. industry. Helping you Grow your career!Listen on: Apple Podcasts   Spotify
If you’re planning to deploy AI for your business, here’s 5 important capabilities your business needs from the cloud era in order to be successful. SHOW: 806CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS: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:The Year Ahead in Cloud and Expectations for AI in 2024 (Altitude podcast)IF YOU WANT TO DO AI WELL, YOU NEED TO HAVE DONE CLOUD WELLWhen we first started doing cloud, the smart people would say, “If you don’t do IT well today, you won’t do cloud well in the future”.The same pattern will repeat itself with AI5 IMPORTANT CLOUD CAPABILITIES NEEDED TO SUCCEED WITH AIAutomate everything - Make automation mission-criticalBuild the right abstractions and flexibilities (e.g. sharing GPUs, Devtools, etc.)Leverage platforms to bring together Data Science, MLOps and AppDevKnow how much things cost (e.g. FinOps)Socialize success, and socialize learnings across teamsFEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Krish Ramineni (@krishramineni, CEO/Founder of @Firefliesai) talks about what it is like to build an AI product company in both the pre-LLM era as well as post-LLMs. We also discuss privacy and security concerns and AI behind the scenes.SHOW: 805CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS: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:Fireflies.ai (homepage)Fireflies MIT ArticleTopic 1 - Welcome to the show. Before diving into today’s discussion, tell us a little about your background.Topic 2 - Our show and listeners tend to be interested and employed in the Enterprise infrastructure and AI/ML space. Some may find it surprising that we are talking today, but we wanted to really dig into how an up-and-coming AI company provides value at scale from individuals all the way to large enterprises. What goes into both building the product as well as taking that product to market? So, let’s start there. You recently posted about “Free AI” on LinkedIn. What was the problem you were trying to solve, and how did that influence the product you built? Topic 3 - As the foundational models in the industry keep improving and are going multi-modal, do you worry that the LLMs of the world might push out specialized models? How do you think about staying ahead of the curve? How does something like GPU shortages or big companies like Meta purchasing thousands at a time impact your decisions?Topic 4 - Fireflies.ai is all about the abstraction of the technology away from the user. They have no idea (and shouldn’t) about the back end and everything “behind the curtain”. How do you think about this abstraction layer from a product standpoint?Topic 5 - Now, let’s talk about PLG vs. traditional Enterprise software sales models. You did another post about that recently. We’ve worked in environments selling both (sometimes at the same time), and they are very different motions. Do you feel both are needed to build an AI company?Topic 6 - How does Security and compliance with IT departments fit into all of this? I’ve spoken to customers that have a policy of no AI tools at the personal level for instance or maybe client, company and private data might be at risk and only certain tools are vetted and approved. I’ve seen other companies only allow tools licensed by their corp IT. How do you navigate this issue? How does something like GDPR play here?Topic 7 - Last question, another AI specific concern we hear about is companies training models on user data. What is your thoughts here? How does a company fine tune and train new models and products but keep customer and company privacy from leaking out?FEEDBACK?EmThe I.T. Career Podcast Your ultimate guide to success in the I.T. industry. Helping you Grow your career!Listen on: Apple Podcasts   Spotify
For years, the CNCF has been the central governance body for cloud-native projects. But are there too many projects now? What if the CNCF was less governance and more like private equity?SHOW: 804CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS: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:CNCF LandscapeCNCF Trail MapWHY DOESN’T THE CNCF RECOMMEND A CLOUD-NATIVE STACK? Originally the CNCF was just trying to get projects to use them for governance. Many people wanted them to “define” a cloud-native stack. Defining a stack would have held back their business model - accepting projects and adding sponsorsHOW MANY PROJECTS WOULD GET “CNCF APPROVED” IF THEY TOOK A PRIVATE EQUITY APPROACH?CNCF currently has 184 projects, up 4x over the last 4 years. 14% graduates, 20% incubating, 62% sandbox Does the CNCF suffer from the “Big Tent” problem that caused so many issues with OpenStack? KubeCon keynotes are just a list of projects giving status updates - they could be an email. How many projects should the CNCF sponsor? How many categories should remain?How would a private equity group apply metrics to CNCF projects? FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Eyal Solomon (@EyalSolomo44643, CEO/Founder of @lunardevapi) talks about integrating, controlling, and observability into 3rd party APIs and services. We discuss the trade-offs of integrating a 3rd party API and how it impacts simplicity and potential loss of insight.SHOW: 803CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spendSHOW NOTES:Lunar.dev (homepage)Lunar.dev blogLunar.dev on TechCrunchTopic 1 - Welcome to the show. Before diving into today’s discussion, tell us a little about your background.Topic 2 - Controlling 3rd party APIs is increasingly becoming an issue for many organizations. As the world gets built on APIs, consumption of another company's APIs to ingest services is critical. But, this leads to all sorts of control and potentially cost issues. Please give everyone an introduction to the problem.Topic 3 - Does this mean 3rd Party APIs are a tradeoff? Yes, you might be able to integrate APIs for a payment system for instance quickly, or maybe the latest AI SaaS service, but in doing so won’t an organization potentially lose oversight? Where do most organizations run into problems first? This reminds me of the early days of cloud and people leaving instances running and then getting huge bills and not knowing until it was too late. Is this similar?Topic 4 - We’ve seen a lot of products and companies tackling the issue of internal company APIs, but not 3rd party APIs. Once an organization determines they have a problem, maybe an observability problem, perhaps a cost problem, maybe a compliance issue, etc. how would they get started gaining API observability and control in their org? Topic 5 - Is this a solution that sits in traffic flow? Does this potentially introduce latency? Is this almost like a WAF for 3rd party APIs? What kinds of policies or restrictions can be put in place?Topic 6 - What are some of the most common use cases you’ve seen and how do you solve them? What business decisions have to be made if they decide to restrict access in some way?FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodThe I.T. Career Podcast Your ultimate guide to success in the I.T. industry. Helping you Grow your career!Listen on: Apple Podcasts   Spotify
2024 is the year of business accountability across all aspects of the software industry. This means that all variations of the free tier are going away in one way or another. SHOW: 802CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spendSHOW NOTES:Linkerd changes publishing model of imagesPlanetScale discontinues Free Tier (“Hobby”) of serviceWHY DID THE FREE TIER(S) EXIST IN THE FIRST PLACE?Why do free tiers exist? Marketing awareness, experimentation, Why is talking about making money, or profitability considered taboo?Why do we reconcile the love of employees and the hatred of paying for software?WHAT ARE THE TRADE-OFFS WHEN THE FREE TIER GOES AWAY?Are free tiers and free open source software the same thing?Are “wants” and “value” the same thing? What should be free in the software world? Should end-users want the backers of a project or company to be successful?Will VCs continue to back companies that have free tiers, or companies that spend on marketing, or is the game needing new (undefined) rules? FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodThe I.T. Career Podcast Your ultimate guide to success in the I.T. industry. Helping you Grow your career!Listen on: Apple Podcasts   Spotify
Welcome to the "second monthly" Cloud News of the Month. Aaron and Brian discuss the biggest tech stories and five trends from February 2024.SHOW: 801CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spendSHOW NOTES:LINKS TO ALL THE ARTICLES FOR FEB 2024 CLOUD NEWS HERESegments Covered in the Show:Good Old Fashioned Cloud NewsThe AI Innovation Continues - Speed RoundTrend 1 - Microsoft is branching out from just OpenAI as a partner, as they shouldTrend 2 - Selling Customer Data for AI training is Suddenly a Revenue Stream (and a source for lawsuits if it isn’t)Trend 3 - Chips are cool again - Everyone wants to go after NVIDIA, including NVIDIATrend 4 - Google has more downs than ups - Will AI eat the search business?Trend 5 - Hugging Face leads OSS alternative AI but also has bad actorsFEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodThe I.T. Career Podcast Your ultimate guide to success in the I.T. industry. Helping you Grow your career!Listen on: Apple Podcasts   Spotify
Lots of people want to turn their hobby or passion into a money-making activity, or as the kids call it “a side hustle”. Let’s explore how to do it, and some mistakes to avoid. SHOW: 800CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spendSHOW NOTES:SO YOU WANT TO MAKE MORE MONEY?When do you decide to make more money? Is anyone willing to give you money? Is it profitable money?HOW MUCH MORE ARE YOU WILLING TO WORK?Why are you doing this? What’s the goal? Is there a goal? Are you doing this with anyone else? Are you aligned? Always aligned? Are you willing to put in the hours? Does anyone else care about your hours?How much are you willing to invest in order to learn?Are you OK with failing?Do you understand how people make money in your niche?How will you address conflicts of interest? Where do those come from? Do they matter?FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodThe I.T. Career Podcast Your ultimate guide to success in the I.T. industry. Helping you Grow your career!Listen on: Apple Podcasts   Spotify
Ronald McCollum (@RonaldMcCollam, Solutions Engineering @GrafanaLabs) talks about updates in the observability space and learning more about Grafana and data visualization.SHOW: 799CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Find "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and SpotifyKeep up to date with Enterprise Tech with theCUBELearn More About Azure Offerings : Learn more about Azure Migrate and Modernize & Azure Innovate!Azure Free Cloud Resource Kit : Step-by-step guidance, resources and expert advice, from SHOW NOTES:Grafana (homepage)Getting Started with Grafana Book by RonaldTopic 1 - Welcome to the show. Before diving into today’s discussion, tell us a little about your background.Topic 2 - We last talked about Grafana back in 2019 and 2020. Observability continues to be a hot topic, how are you seeing the open-source community and open-source tools evolve in this space?Topic 3 - We always hear about Grafana as a visualization tool. Grafana AND something (Grafana and Prometheus, Grafana and (insert logging/observability tool here). Is that still a fair assessment? Where does Grafana fit in a modern cloud-native observability stack these days?Topic 4 - When you are speaking to folks out there, where does the data visualization story resonate the most in the organization, and does it become at times political and cultural (meaning cultural changes need to happen)? There can be an ROI/Business case to be made; developers integrations that will need to happen, SRE operations changes, etc. How do you get something that likely spans many different parts of the organization on board?Topic 5 - Anytime I think about observability I think in two stages. Identification of the problem and resolution of the problem. Some tools address one or the other, and some attempt to do both. Where does Grafana fit on this continuum?Topic 6 - I have to ask the AI question. How has AI changed or in your opinion will change observability and visualization in the near future?Topic 7 - You’ve literally written the book on Grafana so this is a softball question. For those who are interested, how would you recommend they get started with GrafanaFEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: The I.T. Career Podcast Your ultimate guide to success in the I.T. industry. Helping you Grow your career!Listen on: Apple Podcasts   Spotify
If you have to build a keynote presentation, or any presentation for a large audience, what are the key areas to focus on? Here’s some tips on story-telling and audience engagement.SHOW: 798CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spendSHOW NOTES:BUILDING THE OVERALL STORYThink of your presentation as a story. It can be hero/villian, preacher approach (tell, tell, tell), an analogy, partially educational. Lots of different approaches work. Put yourself in the audience’s shoes. Who are they? Would they want to hear your story?What does the audience get out of your talk? THE KEY AREAS TO FOCUS ONAre you bringing the right level of energy for the room? Are you educating, or motivating, or introducing new ideas?Are you bringing empathy for your audience, or are you trying to portray confidence/leadership?Are you at the right level for the audience? Technical vs. Business. Prior knowledge required? What about a mixed audience?How are you interacting with the audience? Do they provide any feedback (raising hands, laughing at jokes, applause, etc.)?Plan for 2-3 minutes per slide. Try not to waste any slides. If you’re introducing new ideas, don’t make people listen AND read at the same time. Keep the visual simple and easy to view. “Sell” the important parts. Emphasize them. Alter the pace to ensure people get it. Use data (stats, graphs, charts) that make concepts easier to understand, or better emphasized.Use comparisons - especially with new ideas. Demonstrations can be valuable, but make sure it’s at the right level for the audience - and that it works (pre-recorded is an option)FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodThe I.T. Career Podcast Your ultimate guide to success in the I.T. industry. Helping you Grow your career!Listen on: Apple Podcasts   Spotify
Shreya Rajpal (@ShreyaR, CEO @guardrails_ai ) talks about the need to provide guardrails and validation of LLM’s, along with common use cases and Guardrail AI’s new Hub.SHOW: 797CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Learn More About Azure Offerings : Learn more about Azure Migrate and Modernize & Azure Innovate!Azure Free Cloud Resource Kit : Step-by-step guidance, resources and expert advice, from migration to innovation.CloudZero – Cloud Cost Visibility and SavingsFind "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and SpotifyKeep up to date with Enterprise Tech with theCUBESHOW NOTES:Guardrails AI (homepage)Guardrails AI HubGuardrails AI GitHubGuardrails AI DiscordShreya on TWIML podcastGuardrails AI on TechCrunchTopic 1 - Welcome to the show. Before we dive into today’s discussion, tell us a little bit about your background.Topic 2 - Our topic today is the validation and accuracy of AI with guardrails. Let’s start with the why… Why do we need guardrails for LLMs today?Topic 3 - Where and how do you control (maybe validate is a better word) outputs from LLM’s today? What are your thoughts on the best way to validate outputs?Topic 4 - Will this workflow work with both closed-source (ChatGPT) and opensource (Llama2) models? Would this process apply to training/fine-tuning or more for inference? Would this potentially replace humans in the loop that we see today or is this completely different?Topic 5 - What are some of the most common early use cases and practical examples? PII detection comes to mind, violation of ethics or laws, off-topic/out of scope, or simply just something the model isn’t designed to provide?Topic 6 - What happens if it fails? Does this create a loop scenario to try again?Topic 7 - Let’s talk about Guardrails AI specifically. Today you offer an open-source marketplace of Validators in the Guardrails Hub, correct? As we mentioned earlier, almost everyone’s implementation and guardrails they want to implement will be different. Is the best way to think about this as building blocks using validators that are pieced together?  Tell everyone a little bit about the offeringFEEDBACK?Email: show at the cloudcast dot netTwitter: The I.T. Career Podcast Your ultimate guide to success in the I.T. industry. Helping you Grow your career!Listen on: Apple Podcasts   Spotify
Stu Miniman (@stu, Senior Director of Market Insights @RedHat) talks about the experience of The Sphere (@SphereVegas) in Las VegasSHOW: 796CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spendSHOW NOTES:The Sphere (Las Vegas)What’s inside of The Sphere (video overview)Postcard from Earth (trailer)Stu’s “In the Clouds” interview seriesTopic 1 - Welcome back to the show. I think it’s fair to say that you’re a veteran of Las Vegas. How many times do you think you’ve been out there for tech-event related things? Topic 2 - With tech events coming back, and even non-tech events going live again, Las Vegas is going to be a destination for a lot of people around our community. What did you know about The Sphere prior to visiting this past week? Topic 3 - Tell us about the basics of The Sphere. How do you get there? Where is it in Las Vegas? What’s the entrance like?Topic 4 - Beyond the movies or concerts in the stadium, what else is going on in the building? Topic 5 - Let’s talk about the actual stadium experience. What’s the seating like, what are you seeing, how’s the sound? Topic 6 - Any tips or tricks for anyone considering a visit to The Sphere? FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodThe I.T. Career Podcast Your ultimate guide to success in the I.T. industry. Helping you Grow your career!Listen on: Apple Podcasts   Spotify
APIs and AI Gateways

APIs and AI Gateways

2024-02-1434:05

Marco Palladino (@subnetmarco, CTO/Co-Founder @thekonginc) talks about the evolution of APIs, the need for consolidation and integration of AI APIs, and introduces the AI Gateway.SHOW: 795CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Find "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and SpotifyKeep up to date with Enterprise Tech with theCUBESHOW NOTES:Kong (homepage)What is an AI Gateway?Kong launches AI Gateway (Marco's blog on Kong homepage)Kong introduces AI Gateway (Silicon Angle)Hugging Face (AI model community)Topic 1 - Welcome to the show. Before we dive into today’s discussion, tell us a little bit about your background at Kong and prior to Kong.Topic 2 - Now that the world is obsessed with AI and AI Models, what roles do APIs continue to play for applications? Topic 3 - You’ve lived through the API marketplace days. Do you see a lot of differences between API marketplaces and model marketplaces (e.g. like HuggingFace)?Topic 4 - You’ve talked recently about the concept of an AI Gateway, somewhat as an evolution of an API Gateway. Walk us through this new concept.Topic 5 - API Gateways can provide a lot of protection for known things by looking into various headers, security keys, and packet data. Can you imagine AI Gateways being able to have insights into model data to do things like Prompt Control, Hallucination Control, etc.?Topic 6 - We’ve seen the merging of API Gateways (North/South) and Service Mesh (East/West) traffic as new application patterns emerged. Do you think we’ll see new traffic patterns again with AI traffic and AI model interactions? FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodThe I.T. Career Podcast Your ultimate guide to success in the I.T. industry. Helping you Grow your career!Listen on: Apple Podcasts   Spotify
Big 3 cloud providers investing in AI with cloud credits. $7 trillion dollar big plans. VCs concerned about AI valuations. It feels like a new set of rules are being created. SHOW: 794CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spendLearn More About Azure Offerings : Learn more about Azure Migrate and Modernize & Azure Innovate!Azure Free Cloud Resource Kit : Step-by-step guidance, resources and expert advice, from migration to innovation.CloudZero – Cloud Cost Visibility and SavingsSHOW NOTES:Microsoft invests $10B into OpenAIAmazon invests $b in AnthropicGoogle invests $2B in AnthropicCloud GPUsCan you trust AI valuations, MANG investments (BG2 Podcast)  Big Cloud deploys 1000s of GPU for AI - but revenues should be higher (El Reg) Tracking CAPEX by the big 3 cloud providersSam Altman seeks (up to) $7 trillion for new chip building (and comps)ARE CLOUD CREDITS THE NEW VENTURE CAPITAL?“Microsoft's Q2 2024 earnings report states that AI services contributed 6 percentage points of growth to Azure revenue. This is an increase from 3 percentage points in the previous quarter.” KEEP AN EYE ON AI USAGE “TRENDS” FROM THE BIG CLOUD PROVIDERSIs this a problem for VCs? Is this “good” revenue for the cloud providers?Are they just smart for utilizing an asset that they can monopolize?How to track user-growth (e.g. OpenAI) and cloud-usage-growth (e.g. Big 3)How much will people invest to build an alternative to NVIDIA?FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodThe I.T. Career Podcast Your ultimate guide to success in the I.T. industry. Helping you Grow your career!Listen on: Apple Podcasts   Spotify
Welcome to the inaugural Cloud News of the Month. Aaron and Brian talk about the biggest tech stories from January 2024.SHOW: 793CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Find "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and SpotifyKeep up to data with Enterprise Tech with theCUBESHOW NOTES:Topic 1 - Let’s begin with the state of work - employees vs. management. Topic 2 - Lots of changes finally announced by Broadcom about the new VMware (here, here)Topic 3 - We’re starting to see the end of the Unicorns of 2021. This feels like it’s going to be a quiet crash.Topic 4 - The CNCF and Linux foundation released some project velocity numbers. Looks like Kubernetes, GitOps, Telemetry, Backstage are at the top, with some noise around Envoy/Istio/CiliumTopic 5 - There was a lot of buzz around Basecamp’s numbers for repatriating back to their private cloud.Topic 6 - AI Speed Round...Microsoft hits 3T company valuationMicrosoft forms GenAI Team (less dependence on OpenAI)Meta’s Llama 3 and quadruple’s GPU’s in 2024GPUs might be under-utilized in the public cloudGoogle Cloud partners with Hugging FaceOpenAI Launched GPT StoreApple is changing podcast terms and rules (downloads, transcripts, etc.)FEEDBACK?Email: show at the cloudcast dot netTwittThe I.T. Career Podcast Your ultimate guide to success in the I.T. industry. Helping you Grow your career!Listen on: Apple Podcasts   Spotify
Some say the Internet has gone to sh*t. Between bundling and unbundling, how does “ensh*tification” happen, and are there ways to prevent or reduce it?SHOW: 792CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:​​Learn More About Azure Offerings : Learn more about Azure Migrate and Modernize & Azure Innovate!Azure Free Cloud Resource Kit : Step-by-step guidance, resources and expert advice, from migration to innovation.CloudZero – Cloud Cost Visibility and SavingsCloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spendSHOW NOTES:How does anyone use the Internet? (SDT eps.451)“Enshitification” - The 2023 Digital Word of the YearEnshitifcation is also known as platform decay (Wikipedia)How to success in business by bundling and unbundling (Jim Barksdale)IN THE DIGITAL WORLD, IT’S EASY TO BUNDLE THINGS TOGETHERThe only way to unlock valid is through bundling and unbundlingThere is a fine line between innovation, growth and platform creep. Nobody likes when free stuff goes away or gets complicatedCAPITALISM, FREE-ISM, AND ALIGNMENT OF INCENTIVESExpected growth rates are set by the companies. People in tech are always asking “what’s next?”There’s a difference between early adopters and mainstreamFEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodThe I.T. Career Podcast Your ultimate guide to success in the I.T. industry. Helping you Grow your career!Listen on: Apple Podcasts   Spotify
Aneel Lakhani (@aneel, Investor, @crane_vc Crane Venture Partners) talks about the challenges of VC funding and building profitable companies based on open-source software. SHOW: 791CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:​​CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spendLearn More About Azure Offerings : Learn more about Azure Migrate and Modernize & Azure Innovate!Azure Free Cloud Resource Kit : Step-by-step guidance, resources and expert advice, from migration to innovation.CloudZero – Cloud Cost Visibility and SavingsSHOW NOTES:Crane VC homepageAneel’s 2023 Look Ahead ShowAneel’s 2022 Look Ahead ShowThe Problem with Money in (Open Source) Software - Monktoberfest 2023Topic 1 - Welcome back. You’re almost in the 5 timers club at this point, and a returning guest from our look-ahead shows in 2023. For our new listeners, tell everyone a little bit about yourselfTopic 2 - You recently gave a talk at Monktoberfest about the problem with money in software, specifically open-source software. The crux of it was that VCs require high returns on investments, and software has short windows to gain adoption. Topic 3 - Could that talk have been given any time over the last 5+ years, or was it triggered by recent “events” with open source companies (e.g. Hashicorp)?Topic 4 - Has VC thinking changed about software, given that open source provided essentially early marketing and awareness for “free,” but that comes with user expectations of free (cost) as well? Are there any new ideas about how to build cost-effective software moats?Topic 5 - There are various “conspiracies” floating around that VCs negotiate “the rug pull” with companies at each funding round. Especially in the early stages (where you focus), how much is the VC focused on getting the idea off the ground vs. the validity of the business model? When does the business model discussion typically start? Topic 6 - We’ve said before that there will never be another Enterprise Software company after VMware. Has the era of open-source enterprise startups ended, or does it just need to go through a phase of rediscovery?FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodThe I.T. Career Podcast Your ultimate guide to success in the I.T. industry. Helping you Grow your career!Listen on: Apple Podcasts   Spotify
Every company is trying to figure out how to harness the power of AI. Let’s look at some frameworks to accelerate innovation, allow for experimentation, and manage long-term success.SHOW: 790CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Find "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and SpotifyKeep up to data with Enterprise Tech with theCUBEDatadog Application Monitoring: Modern Application Performance MonitoringGet started monitoring service dependencies to eliminate latency and errors and enhance your users app experience with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.SHOW NOTES:Harnessing AI’s Full Potential for Enterprise Adoption (Forbes)GETTING STARTED AND ESTABLISHING THE FUNDAMENTALSDoes the business have an existing Data Science team? Does the business have an existing culture of experimentation?What is the business trying to change or improve? EARLY SUCCESS, MATURITY MODELS, AND ENTERPRISE COMPLEXITIESAligning AI Strategy With Business GoalsCultivating An AI-Friendly CultureSkills And ExpertiseEthics And TrustData Management And ProtectionFEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodThe I.T. Career Podcast Your ultimate guide to success in the I.T. industry. Helping you Grow your career!Listen on: Apple Podcasts   Spotify
Gene Kim (@RealGeneKim, Author, Organizational Operations Researcher) talks about the challenges of organizing a team, group, or company to be successful in simple and complex tasks. SHOW: 789CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Learn More About Azure Offerings : Learn more about Azure Migrate and Modernize & Azure Innovate!Azure Free Cloud Resource Kit : Step-by-step guidance, resources and expert advice, from migration to innovation.CloudZero – Cloud Cost Visibility and Savings​​CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spendSHOW NOTES:Wiring the Winning Organization (book) (w/ Steven Spear)The Unicorn Project (homepage)The Unicorn Project (resource guide)The Unicorn Project on The Cloudcast (Eps. 433)The Phoenix Project on The Cloudcast (Eps.79)The DevOps HandbookDevOps Enterprise Summit (event)Topic 1 - Welcome back. It’s been way too long. What have you been up to lately? Tell us a little bit about your co-author and where the research for this book came from.Topic 2 - This is a different type of book than The Phoenix Project or Unicorn Project, in that it seems more about managerial structure and research than the inspirational story-telling of past books. Is this addressing a different audience, or you felt that it needed a different framework to make the biggest impact? Topic 3 - At the core of the book are three concepts, amplification (where are the problems) which results in slowificaion (create space for problem solving) and simplification (make problems themselves easier to solve). Walk us through each of these. Topic 4 - As I was reading this book, the thing that jumped out at me the most was the importance of alignment between problem scope, how teams or individuals were aligned, and how much flexibility could be given to different parts of the problem/solution. Topic 5 - The Phoenix and Unicorn Projects inspired a generation of IT professionals to be the champion of the change in their organization. What feedback have you gotten from the readers of Wiring the Winning Organization so far? Topic 6 - These days everyone wants learnings to be quick and with immediate results. Is there a TikTok version of the learnings from this book that anyone could use immediately? FEEDBACK?The I.T. Career Podcast Your ultimate guide to success in the I.T. industry. Helping you Grow your career!Listen on: Apple Podcasts   Spotify
Lots of trends happen in technology, but which ones of them are significant changes vs. just adjacencies to previous trends. Let’s explore technology shifts vs. drifts. SHOW: 788CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Datadog Security Solution: Modern Monitoring and SecurityStart investigating security threats before it affects your customers with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.Find "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and SpotifyKeep up to data with Enterprise Tech with theCUBESHOW NOTES:WHAT IS A SHIFT AND WHAT IS A DRIFT?What is a Shift? What is a Drift?Does it obviously help you save money?Does it obviously help you make money?Does it just seem to replace something else in a new way?HOW IMPORTANT IS OBVIOUS ECONOMIC IMPACT? Is “We can respond to the business faster” just code for “We’re not sure what the impact will be?” How many new ideas happen per year?Why aren’t TCO or ROI more obvious with every new technology?Mainframe (shift), Mini (drift), PC (drift?), Mobile (drift?), Virtualization (shift), Serverless (drift), Kubernetes (drift), AI (shift)The shift vs. drift is sometimes dependent on the user/use-caseFEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodThe I.T. Career Podcast Your ultimate guide to success in the I.T. industry. Helping you Grow your career!Listen on: Apple Podcasts   Spotify
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Fabrício Monteiro

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Dec 1st
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Jul 23rd
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Robert CN

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Apr 29th
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Raghu Meda

good one. Sujay has given very good insight on 5G, network slicing, AR, etc.thanks

Mar 6th
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Akwo-Fese Victor Efimba

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Oct 21st
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himanshu dhar

Great choice of topic! would be great if you could also provide summarized answers to the topic questions here which can help in recalling/refreshing the memory

Aug 28th
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