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

Reacting to the AWS re:Invent Keynote

December 11, 2024 • Massive Studios

0:00 | 43:43

The 2024 AWS re:Invent happened, with a new CEO, and an appearance by a previous CEO. What were the big announcements, trends and stories coming out of the keynote?

SHOW: 880

SHOW TRANSCRIPT: The Cloudcast #880 Transcript

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SHOW NOTES:

AWS re:Invent 2024 - CEO Keynote with Matt Garman
Top Announcements of 2024 AWS re:Invent
What hath AWS wrought? (Forrest Brazzeal newsletter)
Prince guitar solo during George Harrison tribute

Overall Takeaways:

The new CEO
The overall themes
Andy Jassy’s appearance

Brian’s Top 5 Takeaways:

The focus is now all ARM and GPUs/AI Accelerators (goodbye Intel)
AWS is getting back to basics on Cloud - a focus on primitives
AWS is trying to get ahead of startup and enterprise usage of GenAI with a focus on Inferencing costs (trying to make it a game of compute costs vs. model capabilities)
What are the 1000 GenAI apps that Amazon has built? (Rufus, Robot package loading? NFL Blitz predictor?

Brandon’s Top 5 Takeaways:

Amazon is the “Everything Store,” AWS is the “Every Service Store”
Garmon is the legacy AWS CEO, Jassy is the AWS AI CEO
AWS wants everyone to build a chatbot and/or call center app using AWS Bedrock
The NOVA foundation models are the AWS answer to OpenAI and Anthroptic.
AWS is attempting to build both the models and the AI Chips to run them. Tenuous partnerships with Nvidia and Anthropic. Neither was on stage.
AWS will never stop telling us about “Working Backwards”
AWS marketing still wants talk about the how rather than the benefit. A long lecture on Nitro and Amazon Aurora DSQL with a lot of discussion about synchronizing clocks.

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