The Enterprise AI Show

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Self Service and Org Charts Jan 22, 2023

Show notes

Does any technology make sense if the organization surrounding it is misaligned? Let’s look at some examples of the right and wrong ways to align the technology organization with business results.

SHOW: 687

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SHOW NOTES:

On Organizational Structures and the Developer Experience (Redmonk)

GREAT SLIDES AND DEMOS DON’T ALWAYS WORK IN THE REAL WORLD

Platforms vs. Services.
Centers of Excellence vs. Centralized Services vs. Distributed Services
Who makes the initial investment? Incremental investments? Who owns maintenance?
Business Goals? Technical Goals?

THINGS THAT WORK AND THINGS THAT OFTEN BREAK

What problem is trying to be solved? Does the consumer understand how to measure value received?
How are things funded? How does expansion happen? How do changes happen?
How are things measured? How well are measurements aligned?
Self-Service vs. APIs vs SLA’d Services (fixed services vs. reusable services)
Are platforms centralized vs. group-by-group?
Short-term goals vs. long-term goals?

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2023 Look Ahead to VC Funding Jan 18, 2023

Show notes

Aneel Lakhani (@aneel, Investor, @crane_vc Crane Venture Partners) talks about life as a VC, upcoming trends to look out for, and what to expect with rising interest rates in 2023.

SHOW: 686

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

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

SHOW SPONSORS:

Eaton Homepage
Eaton and Tripp Lite have joined forces to bring more sanity to IT pros days, every day. Visit www.eaton.com/audio to learn more!
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.

SHOW NOTES:

Topic 1 - Welcome back. You’re almost in the 5 timers club at this point and a returning guest from our look ahead shows in 2022. For our new listeners, tell everyone a little bit about yourself

Topic 2 - We covered a lot of VC basics in last year's show, link above for those that missed it. We still get a lot of questions around VC funding and VC’s in general. What’s the elevator pitch version of what you do day to day as a VC? Also, how is Crane different from say some of the traditional Sand Hill Road VC’s

Topic 3 - Since we spoke last year, what’s changed? What market patterns have you noticed? Have investment and “exit” strategies changed?

Topic 4 - Investment advisors always tell clients to take a long view of markets, because their horizon for things like retirement or college savings, are long term. Do VCs tend to take round–to-round viewpoints of customers, or longer-term (like 5-7yrs) of their investments?

Topic 5 - Last year we talked about the cost of investments (expectations of valuations) being high (cheap money, lots of competition). Given the changes in the economy, do you expect that we’ll see big changes in investments, valuations, etc..?

Topic 6 - At a macro level, what is interesting to you in 2023? What are you researching these days?

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The Decisions that VMware made Jan 15, 2023

Show notes

VMware was one of the great IT successes, but their journey from start-up to behemoth was fraught with decisions that led to the Broadcom acquisition. How did they get here?

SHOW: 685

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Section is the fastest, easiest and most cost-effective way to run applications across multiple clouds.
Cloudcast listeners can experience the benefits of unparalleled performance and uptime, plus the ability to scale as needed. There’s no risk to try it out – run one project for free with no credit card required!

SHOW NOTES:

EMC acquires VMware for $625M (2004)
VMware’s 1st IPO (2007)
History of VMware acquisitions
Diane Greene replaced by Paul Maritz as CEO (2008)
VMware revenue history (2005-2022)
VMware acquires Nicira (2012)
Pat Gelsinger named CEO (2012)
VMware launches VMware vCloud Hybrid Service (2013)
VMware launches vSAN hyper converged (2013)
VMware acquires Airwatch (2014)
VMware on AWS cloud service announced at AWS re:Invent (2016)

HOW MUCH VMWARE COULD CONTROL MAKE NEVER TRULY BE KNOWN

VMware was acquired by EMC in 2004, and operated as an “independent” entity, but how independent was it really?
What might VMware have become if they weren’t owned by an infrastructure company?

HOW TO FOCUS ON CHANGES, ADDITIONS, AND SUBTRACTIONS

What happens if VMware is allowed to be spun out from EMC? How much did it impact growth? How much did it impact innovation?
What happens if Paul Maritz doesn’t acquire all the companies that tried to become Microsoft?
What happens if VMware didn’t spinout Pivotal, and instead delivered a more vertical software stack?
What happens if Pat Gelsinger doesn’t buy Nicira, and instead focuses on the public cloud offerings 4 years earlier? (AWS revenues by year)
Why didn’t VMware define the integrated computing model (e.g. Cisco UCS)?
What happens if VMware (or Pivotal) had adopted Kubernetes in 2015 instead of 2019?

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2023 Look Ahead to AI/ML Jan 11, 2023

Show notes

Sam Charrington (@samcharrington, host @twimlai podcast) talks about the evolution of AI & ML in 2023, and the possibilities of ChatGPT.

SHOW: 684

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

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SHOW NOTES:

This Week in AI & ML (podcast, homepage)
Sam talks to ChatGPT to create a podcast
(2017) - Sam on Eps.321
(2019) - Sam on Eps.382
(2020) - Sam on Eps.437

Topic 1 - Hi Sam. Welcome back to the show. Before we get into today’s discussions, tell us a little bit about the breadth of things you’re doing over at TWIMLAI and how people can get involved?

Topic 2 - Let’s start with the recent headlines - Stable Diffusion and ChatGPT. For those of us that aren’t around this everyday, it feels like some big leaps in useability. Did we see a big jump in AI at the end of 2022, or was this just good UI design, or something else?

Topic 3 - ChatGPT - Give us the basics, and then what are some of the more interesting things you’re hearing people start to talk about with technology like this.

Topic 4 - The last time you were on, we talked about how “the goal posts tend to shift” about what we think of as powerful AI. Do you see any areas of AI getting close to becoming a big shift in terms of ease-of-use, or being hidden/embedded in other technologies?

Topic 5 - There are various reports about GPUs being harder to get these days. There is also speculation that the cost of AI processing has been going up. What are you seeing in terms of cost of processing vs. useful outcomes lately?

Topic 6 - What’s the “getting started” curve look like for companies that want/need to add or integrate AI & ML into their applications? What’s the barrier to entry and has it changed in the last few years? What are some numbers you hear about cost of engineers, sizes of datasets, number of experiments and models needed to run, etc.?

Topic 7 - What are some of the things you’re really looking forward to in 2023, whether it’s technology or trends or something else?

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How Microsoft Evolved Jan 08, 2023

Show notes

The evolution of Microsoft under Satya Nadella provides a blueprint for how to transition companies from one focus to another.

SHOW: 683

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

CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"

SHOW SPONSORS:

Section is the fastest, easiest and most cost-effective way to run applications across multiple clouds.
Cloudcast listeners can experience the benefits of unparalleled performance and uptime, plus the ability to scale as needed. There’s no risk to try it out – run one project for free with no credit card required!
CloudZero -- Cloud Cost Visibility and Savings

SHOW NOTES:

HOW MICROSOFT EVOLVED FROM A CLOSED SW COMPANY TO CLOUD COMPANY

2001: $31B, 2007: $62B, 2014: $88B, 2019: $153B, 2022: $198B
90+ acquisitions since 2014
Office 365, Gaming (XBox), GitHub, LinkedIn

HOW TO FOCUS ON CHANGES, ADDITIONS, AND SUBTRACTIONS

2001: XBox, Office 365
2008: Azure
2017: Microsoft Teams
2018: GitHub
Be patient: Many of Microsoft’s investments required 10+ years to grow
Buy new capabilities: Acquisitions
Break the limitations to expand markets: Move to cross-platform support (Office on MacOS, SQL on Linux, Linux in Aure, Bing with Google) - see Red Hat with RHEL, IBM with IBM Cloud or Mainframe, Cisco with SW+Hardware
Embrace new business models: SaaS services, pay-as-you-go Cloud services
Invest for the Future: Microsoft has caught up to Google in CAPEX spending

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2023 Look Ahead to Platform Engineering Jan 04, 2023

Show notes

Rob Hirschfeld (@zehicle Founder & CEO @rackngo) talks about how Platform Engineering has evolved from DevOps and SRE and how it aligns to Cloud Platforms.

SHOW: 682

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

CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"

SHOW SPONSORS:

Eaton Homepage
Eaton and Tripp Lite have joined forces to bring more sanity to IT pros days, every day. Visit www.eaton.com/audio to learn more!
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.

SHOW NOTES:

Topic 1 - Welcome back to the show, it was great to see you in person at events recently. What have you been focusing on the last couple of years?

Topic 2 - There’s been a lot of discussion about Platform Engineering over the last 6+ months. You’ve been around this space for a while. We’re trying to understand if PE is different from DevOps or SRE or Cloud Platform in the past, or an evolution. Is PE just a common platform maintained with reusable tools, regardless of the infrastructure?

Topic 3 - I’ve heard people say that Cloud Platform and Platform Engineering are colleagues. where one owns/operates the platform, and the other is the “product manager” to the application teams. Is this realistic?

Topic 4 - What does “good” look like for Platform Engineering? Is the goal a frictionless developer experience? Are developer consistency and efficiency valid goals? Are there KPIs or Metrics that “good” teams are striving towards?

Topic 5 - Any interesting technologies that you’re seeing that make Platform Engineering easier, or more manageable?

Topic 6 - Any team dynamics that you’re seeing that make Platform Engineering easier, or more manageable?

FEEDBACK?

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2022 Year-End Mailbag Dec 28, 2022

Show notes

You asked, we answered. A year-end mailbag of the best of the questions we received from our community in 2022.

SHOW: 681

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

CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"

SHOW SPONSORS:

AWS Insiders is an edgy, entertaining podcast about the services and future of cloud computing at AWS. Listen to AWS Insiders in your favorite podcast player.
Cloudfix Homepage
Eaton Homepage
Eaton and Tripp Lite have joined forces to bring more sanity to IT pros days, every day. Visit www.eaton.com/audio to learn more!
FujiFilm. Your archival and backup data strategy, built on tape. Fujifilm tape is helping businesses get a handle on their vast amounts of data in the most secure, scalable and efficient way. Find out more at builtontape.fujifilmusa.com

SHOW NOTES:

Q1: The cloud has created a lot of big shifts over the last 10 years. Are there any “big winners” over the last 10 years that you see being disrupted anytime soon?

Q2: Why do you think so many people got crypto/Web3 wrong in 2022?

Q3: Why don’t you guys cover more about application modernizations and migrations? Isn’t that a huge part of IT groups portfolio and budgets?

Q4: Has the shift to wide-spread remote work been a good thing or a bad thing?

Q5: What advice would you give to someone in their 20s, 30s or 40s that would help them for the next 5yrs or 10yrs?

Q6: These economic shifts are freaking me out a little bit. How should I think about them?

Q7: I got to thinking about some of the new AI news (OpenAI, ChatGPT, etc.) that’s been coming out and it seems like a big deal. Will it be as big as it potentially seems?

Q8; Why do you think Andy Jassy took the Amazon CEO job, which seems like a lot of headaches, when the AWS job was going so well?

Q9: What do you wish you had done with your careers, assuming you could go back and change something(s)?

Q10: What are you thankful for this year?

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A Perspective on Perspectives Dec 25, 2022

Show notes

Last Sunday Perspective of the year, so let’s look at how we put together the perspectives, and why it can be a valuable framework for evaluation and decision-making.

SHOW: 680

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

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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.
CloudZero - Cloud Cost Intelligence for Engineering Teams
Eaton Homepage
Eaton and Tripp Lite have joined forces to bring more sanity to IT pros days, every day. Visit www.eaton.com/audio to learn more!

SHOW NOTES:

HOW TO CREATE A PERSPECTIVE

Why did we create the Sunday Perspective shows?

CAN YOU USE THE SUNDAY PERSPECTIVE FRAMEWORK FOR WORK DECISIONS?

Understand things from different perspectives
Understand both the technologies and the economics
Understand how people will impact the decisions

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2022 Year in Review & 2023 Predictions Dec 21, 2022

Show notes

Aaron and Brian discuss the 2022 Year in Review, highlighting the biggest trends, as well as making 2023 predictions.

SHOW: 679

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

SHOW SPONSORS:

Eaton Homepage
Eaton and Tripp Lite have joined forces to bring more sanity to IT pros days, every day. Visit www.eaton.com/audio to learn more!
FujiFilm. Your archival and backup data strategy, built on tape. Fujifilm tape is helping businesses get a handle on their vast amounts of data in the most secure, scalable and efficient way. Find out more at builtontape.fujifilmusa.com
AWS Insiders is an edgy, entertaining podcast about the services and future of cloud computing at AWS. Listen to AWS Insiders in your favorite podcast player.
Cloudfix Homepage

SHOW NOTES:

THE BASICS:

The show grew nearly 20% YoY (2nd year in a row), with our first 2M listen year.
The Cloudcast named to Top 20 Kubernetes resources of 2022
The Cloudcast hosts named to “Who’s Who of Cloud (2022)” list
Thank you to all our sponsors throughout the year (Datadog, CloudZero, JumpCloud, Mergify, BMC, Teleport, NewRelic, StrongDM, Polyscale, LoadForge, NetApp, Revelo, Lightstep, Granulate, CDN77, Jetbrains, Eaton, Cloudfix)

THE BIG NEWS AREAS:

Tech layoffs in 2HCY22
VMware got acquired by Broadcom (will be part of CA+others)
The US made a big investment in CHIPS
NVIDIA’s acquisition of ARM fell through
AWS - $60B>$85B (+28%), Azure - $35B>$50B (+42%), GCP - $15B>$27B (+38%)
Microsoft is now 50/50 in Software and Cloud revenues
AWS re:Invent is different under Adam Selipsky
Between Texts and Images, AI seemed to make a big leap
WebAssembly (WASM) is starting to make noise in new ways (PaaS 2.0?)
Is Platform Engineering replacing DevOps and SRE?
Docker 2.0 is making money

2023 PREDICTIONS:

Aaron’s Predictions:

We’ll see a Twitter clone founded by folks that left
Azure will become #1 public cloud (pulled from 2022 predictions)
Docker will become a unicorn again and prove everyone wrong
2023 will be the year of the down rounds:
- Worldwide: 450 unicorn and 24 decacorn
- A unicorn will go under
Apple will finally give everyone a peek at their EV car in development, just to mess with Elon a bit.

Brian’s Predictions:

We’ll start seeing some of the 2020-2022 unicorns acquired as sub-unicorn prices
Serverless makes a comeback as a cheaper computer alternative
FinOps conferences become a must-attend event
GCP makes a huge hail-mary acquisition

FEEDBACK?

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Technology Booms and Busts Dec 18, 2022

Show notes

Let’s look at the differences between when technology is in a boom-cycle vs. a bust-cycle, and what happens as things transition between cycles.

SHOW: 678

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

CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"

SHOW SPONSORS:

CloudZero - Cloud Cost Intelligence for Engineering Teams
Datadog Security Solution: Modern Monitoring and Security
Start investigating security threats before it affects your customers with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.
Eaton Homepage
Eaton and Tripp Lite have joined forces to bring more sanity to IT pros days, every day. Visit www.eaton.com/audio to learn more!

SHOW NOTES:

HOW CAN WE TELL WHAT CYCLE WE’RE IN?

Right now, it feels like we’re in a bust cycle, or at least a correction-cycle, but how do we know what cycle we’re currently in - and more importantly - how do we know when the next cycle will begin?

THE GOOD TIMES, THE UNCERTAIN TIMES, AND THE BAD TIMES

History repeats itself, hence why it’s good to study history.
Follow the money. Is money cheap? Is money highly leveraged? What is motivating the money?
Does it make sense to a layperson?
Can the technology create a sustainable business model? Does it create an expanding ecosystem, or winner-takes-all?
Do the stories highlight the people, or the excesses of the people, or do they highlight value-creation? Stories are bolder in a boom.
Booms will start slow, will gain word of mouth, will sustain for a while, will begin to reach, and then crash hard. People are never quite sure when to jump into a boom. Reactions are faster in a crash.
Crashes happen quickly, as they are usually highly leveraged.
The winners in a crash are the ones with money to buy low, or are capitalized after a crash.

FEEDBACK?

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FEEDBACK?

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