The Cloudcast
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 .
The Cloudcast
Big Announcements or BIG Announcements?
At a time when many AI and Cloud announcements are happening, how can we determine which ones are important, disruptive, or just me-too?
SHOW: 892
SHOW TRANSCRIPT: The Cloudcast #892 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:
- Brian Gracely on Software Defined Interviews (podcast)
- The Stargate Project (Jan 2025)
- Deepseek models attempts to rival OpenAI (Jan 2025)
- Will Deepseek threaten US equity markets? (CNBC)
REACTING AND PLANNING WHEN SO MANY BIG ANNOUNCEMENTS ARE HAPPENING
- Why is the announcement happening now?
- What are the facts of the announcement?
- How are Enterprises thinking about these announcements?
- How are Enterprises thinking about how this pace of change impacts their thinking?
- What are the technology impacts of the announcement?
- What are the direct economic impacts of the announcement? Secondary impacts?
- OpenAI profitability?
- NVIDIA ability to charge premium for leading-edge chips?
- Pricing for any AI offering (Co-Pilots, etc.)
- Write-offs of existing GPU/Training investments?
FEEDBACK?
- Email: show at the cloudcast dot net
- Twitter/X: @cloudcastpod
- BlueSky: @cloudcastpod.bsky.social
- Instagram: @cloudcastpod
- TikTok: @cloudcastpod
