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

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SHOW NOTES:

• The Benefit of Bubbles (Stratechery)
• Cube Research - Energy needs of AI
• Are we building AI for Progress or Power? (Prof G Markets)
• Amazon earnings call (Oct 2025) transcript
• Microsoft Azure earnings call (Oct 2025) transcript

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 - ???

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