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
The AI Awkward Years
Between the bold predictions, VC economics, and rising usage-patterns are stories of limited ROIs, undefined use-cases and associated job losses. AI is in an awkward phase of maturity and it’s not clear how it will evolve into the next phase.
SHOW: 962
SHOW TRANSCRIPT: The Cloudcast #962 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 SPONSORS:
- [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
- [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.
SHOW NOTES:
THE SPECTRUM OF AI
- The early years of the Internet, we tried to replicate physical-based activities
- The early years of the Internet, the whole industry/world-economy wasn’t depending on “the next thing”
- The early years of AI, “the leaders” are talking about curing cancer and double human longevity
- Cloud had “lift and shift”; AI has “get everyone a GenAI license”
- Where is the middle? Where is the rational discussion?
- Massive Funding
- Massive # of Consumer Users
- From Ed to Sam, from Dario to Satya, from Jensen to Larry …. Big spectrums of opinions
- Unprofitable (except NVIDIA, Broadcom)
- Near monopoly of GPUs by NVIDIA
- Every couple months, the landscape seems to shift (OpenAI partners, Leading models,
- Questionable Enterprise ROI - lots of “we gave everyone GenAI, but we don’t know how to measure it”
- Companies are laying off workers, or avoiding hiring because of promises of AI
- Unknown “killer” use-cases beyond chatbots, therapy, developer-assistants, writing, document handling
- Today’s mantra is “Rub some AI Agents on it”
FEEDBACK?
- Email: show at the cloudcast dot net
- Twitter/X: @cloudcastpod
- BlueSky: @cloudcastpod.bsky.social
- Instagram: @cloudcastpod
- TikTok: @cloudcastpod
