The Reasoning Show

The Reasoning Show - Reasoning through the AI Revolution

The industry's leading AI podcast, explores how leaders think through AI, technology, and transformation. Each week founders, investors, and operators unpack the decisions behind the systems shaping modern business.

Hosts: Aaron Delp and Brian Gracely

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The Reasoning Show

5 Storylines that will shape Cloud and AI in 2H 2024

August 11, 2024 • Massive Studios

0:00 | 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:

VCs are looking to get out (Business Insider)
Microsoft earnings (31%), Google earnings (29%), Amazon earnings (19%) - QtoQ earnings for the hyperscalers

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?

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

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