The Enterprise AI Show

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Career Advice in 2025 Jan 08, 2025

Show notes

As we start in 2025, we wanted to offer advice on job searching and evaluating roles. The market and the interviewing process have shifted; what do you need to know in 2025 if you seek a new opportunity?
SHOW: 887
SHOW TRANSCRIPT: The Cloudcast #887 Transcript
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SHOW NOTES:

Considerations when evaluating a startup vs. a more traditional role
Red Flags
Considering Burnout
How has the macro environment changed funding and employment
Networking
Keeping a routine

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The Cloudcast #886 - Reflections, Resolutions and Beginning 2025 Jan 05, 2025

Show notes

As a new year is upon us, let's make a checklist of the most important areas to focus upon to make Q1 successful and set up the rest of 2025 for success.

SHOW: 886

SHOW TRANSCRIPT: The Cloudcast #886 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:

SOME TIPS, TRICKS, SUGGESTIONS AND REFLECTIONS AS WE BEGIN YET ANOTHER YEAR

General Stuff - Get rid of clutter, set goals,
Health - Make it a daily priority (schedule it, between meetings, every little bit helps)
Budgets - What can you do if they aren’t finalized?
Skills - If you aren’t growing, you’re regressing. What are you going to focus on?
Prioritization - Do you understand them in your company, your group, and you personally?
Networking - Are you aligned to the power centers in your business?
Justifications - Where are costs and ROI going to be the most scrutinized in your company?
Understand the Game - How is technology impacting your business/role? How is your industry changing?

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Auth in the Age of AI Agents Jan 01, 2025

Show notes

Jake Moshenko (@jacobmoshenko, CEO of @AuthZed) talks about the challenges of securing AI interactions, as well as authentication best-practices for AI Agents and RAG patterns.

SHOW: 885

SHOW TRANSCRIPT: The Cloudcast #885 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

Authzed (homepage)
SpiceDB - Authorization that scales (GitHub)
Google’s Zanzibar (research paper)
Annotating Zanzibar (by AuthZed)
Authzed CEO discusses Auth for AI RAG and Agents (TheCUBE)

Topic 1 - Welcome to the show. Tell us about your background and why you decided to start AuthZed.

Topic 2 - AuthZed is based on technology from Google called Zanzibar. There’s an in-depth research paper, but give us some background on the types of problems it solves and why it was so appealing to you.

Topic 3 - Authorization is used for every application, but let’s talk about it in the context of AI or AI Agents. This is still a fairly new concept, but what authorization-related challenges do you expect GenAI or AI agents to create for developers and operators?

Topic 4 - Is this space moving so fast that people already realize they’ll likely need something more modern, like Authzed, or are there mistakes they are making today that are going to cause serious red flags soon?

Topic 5 - What is the typical path for companies or teams to adopt Authzed, and is it something that can start small and grow (or merge with other groups), or does it have to be centralized like at Google?

Topic 6 - What are some of the more important areas that people building and growing AI systems that need authorization should be keeping an eye on?

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2024 Year-End Review and 2025 Predictions Dec 25, 2024

Show notes

It’s that time of the year again. Brian and Aaron wrap of the year in Cloud and AI, and make predictions for 2025.
SHOW: 884
SHOW TRANSCRIPT: The Cloudcast #884 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"
SHOW NOTES:

Cloud + AI News of the Year 2024 (shows, summaries, links)

LINK TO TOPIC DETAILS

Predictions, or 2025 areas of focus?

Aaron

2025 will be the year of AI ROI, and Agentic AI will make this worse
There will be at least one “SkyNet scare” of Agentic AI
2025 will also be the year of inference (see ROI)

Brian:

Gov’t vs. AI (US Trump, EU, China)
Emergence of an AI Agent stack or standard?
Useful or killer AI apps? (new focus of Weekend Perspective)
AI pricing evolves based on usage patterns or just need for revenues?

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Evaluating Market Changing Trends Dec 22, 2024

Show notes

If AI is going to be the next big trend in tech and impact every aspect of society, how do you go about trying to evaluate where it is today and where it might be in a few years or a decade?

SHOW: 883

SHOW TRANSCRIPT: The Cloudcast #883 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:

HOW MIGHT YOU CONSIDER THE BEGINNING OF A TECHNOLOGY MARKET SHIFT?

What’s the landscape of players in the game?
What are the potential moats? (technology, economics, people, political policies, geographic)
What are the economics of the technology shift? Where will big changes happen?
What are the usage patterns? Are they well defined?
How long behind the consumer shifts will the enterprise shifts happen?
What behaviors will need to change (significantly) for this to have wide adoption?
How might this impact my work, my family, my company, etc.?

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2024 Year End Mailbag Dec 18, 2024

Show notes

It’s that time of the year… Aaron and Brian answer emails and questions for the second half of the year.

SHOW: 882
SHOW TRANSCRIPT: The Cloudcast #882 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"
SHOW NOTES:

Question 1 - There was a lot of talk about Broadcom’s changes to VMware at the beginning of the year, but not as much since then. What’s going on in the world of virtualization?
Question 2 - Both of you have talked about working remotely for quite a while. What’s your take on RTO mandates? Any suggestions for remote workers?
Question 3 - Have either of you found any valuable uses of AI in your day-to-day job?
Question 4 - Now that the US elections are over, how do you expect the US Gov’t to be involved with the tech industry (anti-trust, CHIPS ACT, AI regulation, etc..)
Question 5 - AI models and GPUs seem to get all the attention in the news. Are there other areas of AI that you think are really important but aren’t getting much attention right now?
Question 6 - Are cloud skills still considered valuable? Do certifications matter anymore?
Question 7 - What’s going on in the open source communities like the CNCF?
Question 8 - What surprised you the most this year?
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Does the AI startup ecosystem need Yacht Rock infrastructure? Dec 15, 2024

Show notes

In the late 70s and early 80s, a music revolution started because a bunch of talented musicians played on 100s of albums, behind the scenes. Would the AI startup community benefit from a similar infrastructure of experts?

SHOW: 881

SHOW TRANSCRIPT: The Cloudcast #881 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:

Yacht Rock Documentary (HBO Max - Trailer)

WHY DON’T WE HAVE EXPERTS BEHIND THE SCENES OF EVERY STARTUP?

History of the interactions between bands like Steely Dan, The Doobie Brothers, Kenny Loggins, Toto, Christopher Cross, Michael McDonald, etc..
Why do VCs allow startups to hire their own back-office people?
Why aren’t there services that offer startup backend services, not just one off SaaS services?
AI could be used to scale those services.

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Reacting to the AWS re:Invent Keynote Dec 11, 2024

Show notes

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

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW SPONSOR:

While data may be shaping our world, Data Citizens Dialogues is shaping the conversation
Follow Data Citizens Dialogues on Apple, Spotify, YouTube, or wherever you get your podcasts

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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Reviewing "AI Eats the World" Dec 08, 2024

Show notes

How are the largest VCs viewing the early stages of the AI Era, from the perspective of investment, technology moats, economics, early adoption and future use-cases.

SHOW: 879

SHOW TRANSCRIPT: The Cloudcast #879 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:

AI Eats the World (Presentation - Benedict Evans)

IS SILICON VALLEY STILL THE CENTER OF TECH INNOVATION?

Companies are investing tons of money
Breakthrough results haven’t emerged yet (business models, profits)
It’s not clear that there is a technology moat; but maybe a capital moat
Model training costs are expected to rise 5x to 10x - worse economics??
Lots of VC investment and vendor 2nd-order investments
LLM costs are creating marginal cost of software (been since the mainframe)
Model quality vs. price is improving, but price of the services (e.g. ChatGPT-Pro) is increasing - how much extra value is being delivered?
How will open source impact AI?
“If anything in life is certain, semiconductors are cyclical, commodity tech goes to marginal cost, and every new tech produces a bubble.”
Today’s GenAI question - is it accurate and useful? How can we tell, and how can it improve (or does it need to)?
Start with a simple concept - AI gives us unlimited interns - how can you extrapolate that? How would this have been extrapolated for the original internet (create content, translate language, write code, etc.)
Use cases are still not easy to see beyond Chatbots (and variants), Coding Assistants
Consulting revenue from GenAI is bigger than technology - and still most/many projects still in trials.
Technology can take a long time to adopt - Cloud still only has 30% of workloads (15yrs old)
66% of CEO’s don’t expect their first GenAI app in production until sometime in 2025, 50% at least 2H of 2025.
[Shadow AI] SaaS AI will accelerate adoption, if it follows Cloud pattern - external forces are more motivated to attack business “change” than internal teams
[Build vs. Ecosystem] Do the LLM vendors become the application vendors? Where does the LLM start and stop (infra, platform, API, apps, etc.)
[Learning from the customers] Do the LLM vendors use their knowledge advantage to build the apps?
GenAI Apps Categories - Make something better, Replace something, Just do the thing
“AI is just whatever is wrong/broken now” - How well does AI understand “broken”
Will people be the biggest problem in AI progress?
[Decoupling] Looks at global markets for Internet today - ecommerce/retail, food delivery, advertising, media, autonomous driving,
[Elevator Example] Automation gets rid of people
No real conclusion

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Cloud News of the Month - November 2024 Dec 04, 2024

Show notes

Brian Gracely, Aaron Delp, and Brandon Whichard discuss the top stories in Cloud and AI from November 2024 including the breaking news of Pat Gelsinger's Thanksquitting departure from Intel.
SHOW: 878
SHOW TRANSCRIPT: The Cloudcast #878 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"
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