All the new AI stuff all at once

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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