The Enterprise AI Show

Latest Episodes:

AWS vs. Azure Jan 17, 2024

Show notes

Brian and Brandon Whichard (@bwhichard, @SoftwareDefinedTalk) talk about comparing AWS vs Azure, evaluating alternatives and what changes over the next 3-5 years.
SHOW: 787
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
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CloudZero – Cloud Cost Visibility and Savings
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Learn More About Azure Offerings : Learn more about Azure Migrate and Modernize & Azure Innovate!
Azure Free Cloud Resource Kit : Step-by-step guidance, resources and expert advice, from migration to innovation.

SHOW NOTES:

Gartner Magic Quadrant for Strategic Cloud Platform Services (2023)
Q3 2023 Cloud CAPEX (Platformonomics)
Industry fallout from OpenAI (Eps.781)

Topic 1 - Depending on what metric we use (revenue, Gartner MQ, CAPEX spending, headlines), it’s starting to seem like AWS and Azure are pretty neck and neck. Do you see much difference between those two clouds?
Topic 2 - Gartner’s summary boils down to “AWS is better at infrastructure” and “Azure is better at developer services”. If you’re a customer, how do you choose between those ends of the spectrum, or are you mostly choosing both services?
Topic 3 - AWS claims to be the more secure cloud. Aside from some stability issues in various regions (or either AWS or Azure), are there really any indications that one cloud is “more secure” than the other? Don’t they mostly put the burden on the customer and their applications?
Topic 4 - Did you see any distinct usage trends for companies choosing AWS vs. Azure? We’ve seen somewhere between 10-15% of apps move to the cloud (lift & shift?) over the last 10+ years and growth rates are slowing. Can either significantly move that number without some big changes, or is it just a slow, gradual growth?
Topic 5 - We’ve talked a lot about AI recently. How much do you think the AI strategies of AWS vs Azure will impact bigger usage decisions?
Topic 6 - AWS is still #1 and Azure is #2. Is there anything over the next 3-4 years that could shakeup that order?
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Is 2024 the Year of Accountability? Jan 14, 2024

Show notes

Return to Office, Layoffs, Acquisitions,and Shareholder Accountability are dominating the worker-level discussions in early 2024. Let’s dig into what’s really happening.

SHOW: 786

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

CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"

SHOW SPONSORS:

Datadog Kubernetes Solution: Maximum Visibility into Container Environments
Start monitoring the health and performance of your container environment with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.
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SHOW NOTES:

Amazon’s Silent Sacking (blog) and Changelog podcast
Signs it’s time to leave a company (Adrian Cockroft)
Tech company layoffs in January
Broadcom ends VMware partner program

WHY IS ALL OF THIS HAPPENING NOW?

This is similar to the 2022-2023 transition (unexpected + fast)
Companies are quick to cut and slow to restart/accelerate
Companies often overestimate needs and under-estimate fixes
There are new competitive dynamics happening all over tech
There will be lots of bankruptcy and acquisitions in 2024

2024 WILL BE A YEAR OF ACCOUNTABILITY

The pendulum of workers vs management is swinging back to management
15 minutes of “blame management” fame might be short lived
Business doesn’t necessarily work like Reddit trends
Focus on alignment to revenues, customer success
Focus on results, not excuses
Actively look for efficiencies and inefficiencies

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2024 Look Ahead - Surviving the Q1 Kickoff Jan 10, 2024

Show notes

Brian and Brandon Whichard (@bwhichard, @SoftwareDefinedTalk) talk about surviving the annual planning process and Q1 goals, KPIs, politics, priorities, etc

SHOW: 785

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

NEW TO CLOUD? CHECK OUT - "CLOUDCAST BASICS"

SHOW SPONSORS:

Learn More About Azure Offerings : Learn more about Azure Migrate and Modernize & Azure Innovate!
Azure Free Cloud Resource Kit : Step-by-step guidance, resources and expert advice, from migration to innovation.
CloudZero – Cloud Cost Visibility and Savings
CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spend
Reduce the complexities of protecting your workloads and applications in a multi-cloud environment. Panoptica provides comprehensive cloud workload protection integrated with API security to protect the entire application lifecycle. Learn more about Panoptica at panoptica.app

SHOW NOTES:

Topic 1 - The new year is upon us. What sorts of strategies do you use (or have you used) to deal with the onslaught of 2024 planning, Q1 goals/KPIs, etc.? Are you a fast-starter or trying to lay low?

Topic 2 - What are some of the ways that you’ve seen people deal with the annual goals that seem overwhelming (or hard to project) in January?

Topic 3 - What are the biggest pitfalls for being too aggressive too early in 2024? What are the biggest upsides for being aggressive?

Topic 4 - Even though the calendar flips in December, it doesn’t mean everything starts over (or starts new). How do you deal with the projects that have completely different priorities on January 1st vs. December 31st?

Topic 5 - Who are the key people you’re trying to align with in Q1? Is it managers, or finance, or strategy people….or someone else?

Topic 6 - Any big disasters to avoid in Q1 that can ruin the rest of the year?

Topic 7 - Final thoughts on winning at the beginning of the year?

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Is Cloud just a feature now? Jan 07, 2024

Show notes

More than a decade into cloud, is cloud just a feature of the systems we build these days? What else might become features in the near future?

SHOW: 784

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

CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"

SHOW SPONSORS:

Find "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and Spotify
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Ensure frontend issues don’t impair user experience by detecting user-facing issues with API and browser tests with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.

SHOW NOTES:

IS THE CLOUD JUST A FEATURE NOW?

On-demand pricing
On-demand resources
Someone else manages it for you
API access to systems
A wide breadth of IaaS, PaaS, and SaaS services

WHAT MIGHT BECOME A FEATURE OF MODERN SYSTEMS?

DevOps becomes integrated Co-Pilots via LLMs
FinOps gets built into the systems, like vMotion from VMware
Pre-Testing, Pre-Planning gets built in (like System Initiative)
Chaos engineering gets built-in
Collaboration gets built-in
The OS becomes like containers and gets deterministic
Upgrades are built-in
Training, Docs, Examples are built-in

LESSONS LEARNED

The cross the chasm adoption isn’t just for a specific technology, it’s for bigger systems too
Rarely does the new thing completely replace the old thing (mobile excluded)
Innovation will need to continue to be creative (e.g. open source, pricing, etc.)
“Failures” are usually just incremental steps

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2024 Look Ahead - Using AI to Enable Personal Productivity Jan 03, 2024

Show notes

Aaron and Brian talk to Mark Hinkle (@mrhinkle, Founder @peripety_labs) about enabling AI to drive personal productivity, AI experimentation and AIOps soft skills.

SHOW: 783

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

NEW TO CLOUD? CHECK OUT - "CLOUDCAST BASICS"

SHOW SPONSORS:

Reduce the complexities of protecting your workloads and applications in a multi-cloud environment. Panoptica provides comprehensive cloud workload protection integrated with API security to protect the entire application lifecycle. Learn more about Panoptica at panoptica.app
CloudZero – Cloud Cost Visibility and Savings
CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spend

SHOW NOTES:

Peripety Labs - Adopt AI today to improve Business Efficiency
The Artificially Intelligent Enterprise (newsletter)
Archive.org for Artificial Intelligence (hosted by Cornell)
Fireflies.ai (automater notetaker)
Llamaindex (middleware)
Langchain (middleware)

Topic 1 - Welcome back to the show. Give our audience a little bit of your background and what you focus on now with Peripety Labs?

Topic 2 - If you’re a business leader today, where are you focusing your priorities in terms of taking advantage of AI to improve the business?

Topic 3 - If you’re a knowledge worker today, where are you focusing your priorities in terms of taking advantage of AI to improve your job?

Topic 4 - What’s a good way to think about experimentation with AI vs. trying to start measuring results now? Any tips to help companies or workers accelerate their learning curves?

Topic 5 - What are some of the biggest misconceptions you’re seeing across the industry right now around AI? Concerns, fears, anti-patterns, etc.

Topic 6 - We’re learned over many years (and technology trends) that the most successful ones align technology and people/culture/organization. What are the AI alignments of people and technology that are most needed?

FEEDBACK?

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2023 Year in Review and 2024 Predictions Dec 24, 2023

Show notes

@AaronDelp and @BGracely talk about the biggest stories, trends and events of cloud in 2023, and some predictions for 2024.

SHOW: 782

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

NEW TO CLOUD? CHECK OUT - "CLOUDCAST BASICS"

SHOW SPONSORS:

Datadog Application Monitoring: Modern Application Performance Monitoring
Get started monitoring service dependencies to eliminate latency and errors and enhance your users app experience with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.
CloudZero – Cloud Cost Visibility and Savings
CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spend
Find "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and Spotify
Keep up to data with Enterprise Tech with theCUBE

SHOW NOTES:

THE BASICS:

Our second 2M listens show
Thank you to all our sponsors throughout the year (Datadog, CloudZero, Cisco Panoptica, Section, Fix the Internet, Sysdig, DoIT, Eaton, theCUBE, CNCF, Upland Software, Equinix, Red Hat, Cloudfix, GCore, Kosli)

2023 PREDICTIONS:

AARON’S PREDICTIONS:

A Hyperscaler that isn’t 1 or 2 throws in the towel - We start to see consolidation in the category
Platform Engineering hits its Trough of Disillusionment
Compact, OSS, specialized AI models will become the standard for anything not in the cloud (on device, datacenter, edge)
A new category emerges - AI Customization for the masses (Data Science as a Service) - intersection of ITOps and AI

BRIAN’S PREDICTIONS:

We’ll see the 1st 500M-user AI service
AI economics start to change (smaller models, non-GPU chips)
40-50 former unicorns ($1B valuations from 2020-22) get acquired
Every product adds an AI / LLM capability to simplify usage

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The Industry Fallout from OpenAI 2023 Dec 20, 2023

Show notes

Aaron, Brian and Brandon Whichard (@bwhichard, Software Defined Talk) talk about the November OpenAI drama and how it potentially impacts the entire AI industry in 2024.

SHOW: 781
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
NEW TO CLOUD? CHECK OUT - "CLOUDCAST BASICS"
SHOW SPONSORS:

Find "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and Spotify
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SHOW NOTES:

Benedict Evans - AI, and Everything Else (2024 looking forward)
Is AI the next Oppenheimer event? (Eps.770)
Building the Foundations of the Modern Cloud (Eps.774)
Microsoft CEO Satya Nadella on the OpenAI Debacle (Kara Swisher)
NVIDIA - The Dawn of the AI Era (Acquired - Part III)
Software Defined Talk Podcast

Topic 1 - Post-mortem - what do we know about what happened with the almost coup at OpenAI? What speculation (rumors) have been the loudest?

Topic 2 - What are the biggest unknowns?

How is it possible that Sam Altman didn’t/doesn’t have a significant amount of equity in OpenAI and still remain so powerful?
How is it possible that Microsoft invested this much in OpenAI without having more understanding?
How much of a mistake did the board make in assuming their concerns about Sam would be removed with a single firing?
How much does Microsoft get diluted by the latest round of funding (if it happens)?

Topic 2a - What are going to be the biggest concerns and enticements for customers looking at different models to use? Is it ease of use? A single model? Privacy and security?

Topic 2b - Who cracks the code on simplification and personalization? OpenAI with customer GPT’s? OSS models with fine-tuning/RAG?
Topic 3 - Is it possible that the OpenAI model (e.g. GPT-4, or Q*) will continue to be considerably better than all the other existing and emerging models? Do small language models take over? Do specialized models trained on private licensed data become a differentiator?
Topic 4 - Who is driving AI at Google? Is it within GCP, or is there now a commercial side of Google Brain / Deepmind?
Topic 5 - Who is driving AI at Amazon/AWS? How did AWS get into a position where it seems to have so little control over its models?
Topic 6 - Where will the control over AI reside (in the technology stack)?
Topic 7 - Will the AI “wars” be more chaotic that the Cloud “wars” of the last decade? Will we see war-time CEOs? Will we see more irrational decisions?
Topic 8 - Will AI-specific clouds emerge? Will data-specific clouds emerge? Will model-specific clouds emerge?

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2023 End of Year Mailbag Dec 17, 2023

Show notes

Aaron and Brian answer mailbag questions from the community about the future of open source, future of VMware, the Big 3 Clouds and how AI will impact the next era of cloud.

SHOW: 780

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

NEW TO CLOUD? CHECK OUT - "CLOUDCAST BASICS"

SHOW SPONSORS:

Datadog Application Monitoring: Modern Application Performance Monitoring
Get started monitoring service dependencies to eliminate latency and errors and enhance your users app experience with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.
CloudZero – Cloud Cost Visibility and Savings
CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spend

SHOW NOTES:

Q1: What are the bigger picture dynamics happening around open source?

Q2: Lots of companies talk about wanting to modernize applications, but it seems really complicated? Is there anything on the horizon to make it easier?

Q3: What have you seen as the most important things to make modernization work well?

Q4: Do you have any thoughts about Broadcom taking over VMware?

Q5: Has anything really changed in the dynamics between the three big cloud providers, or do you expect AWS to just stay in the lead for the foreseeable future?

Q6: During the Phases of Cloud shows, you talked about it beginning to start a new phase of the cloud. What expectations do you have for the next phase?

Q7: There have been a bunch of AI shows lately. If I’m not a Data Scientist, should I bother listening to those shows?

Q8: A bunch of us at work are experimenting with various AI technologies, but we’re being told by our employer that it might violate some legal issues and expose some work data. Any thoughts?

Q9: Do you have any plans to do any Cloudcast Basics series about some of the AI technologies?

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SaaS Analytics and Dashboards Dec 13, 2023

Show notes

Karel Callens (@KarelCallens, CEO/Founder @luzmo_official) talks about the importance of SaaS Analytics and how to build dashboards into SaaS services while maintaining security and compliance

SHOW: 779
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
NEW TO CLOUD? CHECK OUT - "CLOUDCAST BASICS"
SHOW SPONSORS:

Datadog Monitoring: Modern Monitoring and Analytics
Start monitoring your infrastructure, applications, logs and security in one place with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.
Find "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and Spotify
Keep up to data with Enterprise Tech with theCUBE

SHOW NOTES:

Luzmo Homepage

Topic 1 - Welcome to the show. Karel, tell us a little bit about your background, and what brought you to create Luzmo (formally Cumul.io)
Topic 2 - Our topic today is SaaS Analytics. Let’s start with SaaS as an industry. We’ve covered the rise of SaaS here on the show over the years, but we haven’t really dug into the operations and analytics side in the past. Why is there a need for SaaS analytics? What problem are we trying to solve?
Topic 3 - How does the concept of data visualization come into play when building out SaaS? What are the benefits, and what are we saving? Is this time to value? Service cost
Topic 4 - How does data locality and regulations in the industry impact this? Take GDPR or CCPA, for example. Are they working as intended?
Topic 5 - What are the most common use cases you see with your customers today
Topic 6 - Are there limits or best practices to data exposure in a service? Just because you can expose something doesn’t mean you should. How do you recommend organizations tackle the proper balance?

FEEDBACK?

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How AWS has evolved on Day 2 Dec 10, 2023

Show notes

What were the major announcements at 2023 AWS re:Invent? What did we learn about their AI strategy? What did we learn about how they continue to evolve the business?

SHOW: 778

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

CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"

SHOW SPONSORS:

CloudZero – Cloud Cost Visibility and Savings
CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spend
Reduce the complexities of protecting your workloads and applications in a multi-cloud environment. Panoptica provides comprehensive cloud workload protection integrated with API security to protect the entire application lifecycle. Learn more about Panoptica at panoptica.app

SHOW NOTES:

AWS MANAGES THE TRANSITION FROM ONE CLOUD ERA TO THE NEXT