The Enterprise AI Show

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Listener Mailbag Questions Jun 27, 2021

Show notes

We get a lot of questions from our audience each week, so we thought that it would be useful to answer some listener questions that aren’t easily answered during one of the podcasts.

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SHOW NOTES:

2010’s Decade in Review and Reader Mailbag Questions (2019)

CLOUDCAST LISTENER QUESTIONS
Thank you for all the questions. Send them to show@thecloudcast.net

CLOUD GROWTH, PEOPLE MOVEMENT, OPEN SOURCE TRENDS

Question 1 - Do you expect to see any significant changes to the top public clouds over the next few years? - Sam A.

New AWS leadership; AWS profit center needed to keep driving the stock price
Microsoft capturing more of developers “native tools”; more willing to acquire
GCP coming up on the 2023 “1st or 2nd place” goal
“Edge” computing is just starting to take shape.
Will be interesting to watch how aggressive they get with acquisitions given the antitrust concerns from the US Congress

Question 2 - How is the open source world keeping up with the public cloud? - Melissa L.

Cloudera was recently acquired by private equity
IBM acquired Red Hat, and IBM is doubling down on Red Hat technologies
MongoDB continues to grow their Atlas business
Confluent is scheduled to IPO soon
Snowflake is trying to focus more on open APIs and ecosystems
Several companies (Solo, Hashicorp, Buoyant) recently launched cloud versions of their software
The public cloud providers continue to ride both sides of the fence regarding open source

Question 3 - Any opinions on the better way to reduce technical debt - lift and shift apps to the cloud, or modernize existing apps? - Sanjay R.

Question 4 - Is the recent consolidation in the IT training market a good thing or a bad thing? - Thomas A.

Question 5 - Are you seeing any post-COVID trends accelerating or gaining more traction? - Michelle T.

Question 6 - Does it seem like less people are making big money after working for a tech startup than in the past? - Nadir M.

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Mid-Year Cloud Hot Takes Jun 23, 2021

Show notes

Brandon Whichard (@@bwhichard) joins us to talk about the @awscloud leadership transition, the future of @VMware, developer preferences, the return of live events, and OSS licensing strategies.
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SHOW NOTES:

Topic 1 - Welcome back to the show. How are things going over at Software Defined Talk?

Topic 2 - Following a legendary leader has historically been very difficult. Do you foresee any issues with the transition from Besos to Jassy, and Jassy to Selipsky at Amazon/AWS?

Topic 3 - Has any tech company been more influential, and yet not completely controlled their own destiny than VMware?

Topic 3a - How do we bring gambling to the tech industry? The stock market moves too slow and too many interesting companies are private. For example, can we bet on the next ransomware target, or the next acquisition, or the next company to claim to be Observability?

Topic 4 - Is there a market segment more fragmented than “tools for developers”? There’s the “everyone is recreating Heroku” crowd; the “Serverless or die!” crowd, the “VSCode + GitHub” crowd, the Jamstack crowd, the iOS vs. Android crowd, Data Scientists crowd, etc...

Topic 5 - Between Clubhouse collapsing and all virtual events being snoozefests, has the last year essentially killed our desire in tech to get together in anything resembling “in person”?

Topic 5a - What are the lasting and fading changes from the pandemic?

Topic 6 - Does it make complete tech-karma sense that the only two uses of Blockchain have turned out to be cryptocurrencies and NFTs?

Topic 7 - We’ve seen a number of “OSS companies” try and change their licensing model to deal with competitive challenges from the public cloud. What do you predict will be their next move? Did that previous move do anything?

Topic 8 - How disappointed are you that (seemingly) no big tech company took advantage of their growing stock price to take over their market via acquisitions?

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Improving the Adoption Rate of New Tech Jun 20, 2021

Show notes

A common question we often hear is, “How to improve our adoption rate of new technology?”

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SHOW NOTES:

WHY DO WE HAVE ALL THESE IN-THE-MIDDLE JOBS?

DevRel, Advocates, Evangelists, Strategists. We’ve all heard about these job titles, but what do people in those roles actually do? And are they necessary?

WHAT DO DEVREL, ADVOCATES, EVANGELISTS, TECHNICAL MARKETERS, STRATEGISTS DO, AND DO WE ACTUALLY NEED THEM?

Every project, every market, every new technology has both short-term and long-term goals. Companies need to find a way to balance both goals.
Successful teams, in every industry, have excellent in-between people.
In-between roles are a great way to learn the business, and build varied career paths. They usually aren’t career paths on their own. Many people don’t understand this.
DevRel / Advocate / Evangelist
Technical Marketing
Strategy

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Automated Data Labeling for AI Apps Jun 16, 2021

Show notes

Alex Ratner (@ajratner, Co-Founder/CEO @SnorkelAI) talks about Snorkel’s evolution from Stanford AI Labs, the challenges of labeling data for AI modeling, and simplifying how AI applications can be built.

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SHOW NOTES:

Snorkel AI (homepage)
Stanford Spin-Out Snorkel AI Solves a Major Data Problem

Topic 1 - Welcome to the show. Tell us about your background, the origins of the company, and a little bit about the founding team.

Topic 2 - Let’s start by framing the day in the life of a data scientist. There’s raw data, there’s a data sorting/organizing process, there’s model building, there’s results and analysis, and the cycle continues, etc. What parts are solved problems, what parts are commoditized, and where is there still room for improvement?

Topic 3 - Now that we understand today’s AI/ML/DataScience landscape, let’s talk about how Snorkel Flow and automated data labeling is able to evolve those environments

Topic 4 - Application Studio seems like the intersection of Low-Code and Industry-specific templates and the Python toolkit that data scientists understand. Walk us through the mindset of today’s data scientists in how they think about the “developer” part of their jobs.

Topic 5 - What are some of the frequent use-cases or business problem areas that you’ve seen drive early adoption of the Snorkel platform?

Topic 6 - Where do you see Snorkel fitting into the broader ecosystem of AI capabilities that companies may already have in place?

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Tips for Identifying Tech Trends Jun 13, 2021

Show notes

For more than 10 years we’re interviewed the people that changed the tech world. What are some tips and tricks to identify which trends emerge, survive and fail?

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SHOW NOTES:

IDENTIFYING TRENDS TO HIGHLIGHT ON THE PODCAST

522 shows, 57 companies acquired, $4.9B in VC funding, $58B in Acquisitions/IPOs
Track Record of Founding Team, Macro Trends, Societal Trends

VC TRENDS vs. TECHNOLOGY TRENDS vs. CUSTOMER BUYING TRENDS

There is a very long lifecycle between university research vs. early VC investments vs. early technology trends vs. customer buying trends. Often 10-20 years.
Gracely’s Theorem: “There are very few truly new ideas, rather there are mostly advancements because of improved CPUs and Networking speeds.”
The Platform vs. Feature test: A baseline platform or higher-level platform?
The Bed, Bath & Beyond test: Is it more than 50% cheaper than previous generations?
The Friction test: Does it remove significant barriers to previous generations?
The Don’t Fight a Land War in Asia test: Is it trying to be too many things to too many people?
The Follow-the-Money test: How do companies around this technology make money? Does the ecosystem make money? Are there adjacent paths to monetization?
The Culture Change test: People don’t like change, especially for change’s sake. Changing culture is one of the hardest things to do at most companies.
The Re-Education test: How much of a learning curve is required to make this technology successful?

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Building Private 5G Networks Jun 09, 2021

Show notes

Rob Parsons (Practice Director, Network and Integrated Security, Insight Enterprises) talks about advances in edge computing, connections to edge using 5G, and CBRS (Citizens Broadband Radio Service) as an emerging use case.

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SHOW NOTES:

Topic 1 - Welcome to the show. Before we dive into today’s focus, tell us about your background and how you’ve come to focus on CBRS.

Topic 2 - Let’s talk about the basics of CBRS. What are the underlying technologies, how does it work?

Topic 3 - What are some of the most common use-cases for CBRS technologies? What are some of the problems it solves that can’t be solved with 5G/LTE or WiFi?

Topic 4 - What are some of the design considerations that companies need to make in deploying and maintaining CBRS systems?

Topic 5 - Is there an ecosystem of applications that are specifically built to run on CBRS systems, or are they more specific to the use-case (e.g. municipalities, manufacturing, etc.)?

Topic 6 - How much of a learning curve does CBRS present to teams that have networking and security background?

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Repatriation and Cloud Cost Management Jun 06, 2021

Show notes

While there are scenarios where public cloud is much less expensive than data centers, there are times when it’s much more expensive. Is repatriation a viable way to manage cloud costs?

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SHOW NOTES:

ARTICLE QUOTES:

Repatriation results in one-third to one-half the cost of running equivalent workloads in the cloud

You’re crazy if you don’t start in the cloud; you’re crazy if you stay on it.

infrastructure spend should be a first-class metric

THE CASE FOR REPATRIATION

Cloud costs are a large % of Cost of Sales (often times 50-80%)
Cloud providers operate on large margins (e.g. AWS at 30%)
Repatriation could reduce costs 30-50% of existing cloud spend

THE REALITIES OF REPATRIATION

The case in the article is primarily based on 25-40x valuation multiples for software companies. While every companies believes they are a software company today, not every company is getting 25-40x revenue multiple from the market.
All repatriation calculations begin with, “if you run a highly efficient data center”
All repatriation calculations next involve, “assuming you have the talent to run a cloud”
Repatriation is technical debt. How does your company typically handle that?
Less than 100% repatriation creates multiple operational models (ops, billing, security, etc.)
Most companies use a subset of the features in any given cloud.
Can you create a financial situation in your data center that’s similar to the cloud?

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No Code vs. Low Code Jun 02, 2021

Show notes

Gary Hoberman (@GaryHoberman, Founder / CEO of @Unqork) talks about No Code vs. Low Code, Bringing No Code into the Enterprise, and evolving industry experience.

SHOW: 519

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SHOW NOTES:

Topic 1 - Welcome to the show. Before we dive into today’s topic, let’s talk about your background and what motivated you to found Unqork.

Topic 2 - There are a ton of ways that some technologies get positioned as silver bullets or catch-all. First of all, how do you think about this space from the perspective of a business user?

Topic 3 - Let’s talk about the distinction between “low-code” and “no-code” and how the tradeoffs or differences actually impact users of the system.

Topic 4 - With systems like these, there is an expectation that the system has quite a bit of knowledge, which creates these “highly opinionated” workflows. You’ve worked at large companies, which also have opinions based on existing culture or experience. How do you work groups through adopting these newer concepts?

Topic 5 - This segment of the market is extremely “hyped” at this stage, with lots of companies. Help us understand how to put a frame around understanding the various options that are available in the market.

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The State of Serverless May 26, 2021

Show notes

Stephen Pinkerton (@spnktn, Product Manager @datadoghq) talks about the latest trends that Datadog has observed from monitoring serverless applications in the public cloud, adoption rates, as well as how serverless is deployed along with containers

SHOW: 518

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CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"
SHOW NOTES:

Topic 1 - Welcome back to the show. Before we dive into the latest serverless trends, let’s talk a little bit about your background and focus at Datadog.

Topic 1a - This is the 2nd year of the State of Serverless report. Tell us about the scope and the methodology used.

Topic 2 - Let’s begin by talking about the growth (by breadth) of the overall Serverless market. Who is using serverless, and where are they consuming it from?

Topic 3 - Your data shows that AWS Lambda is evolving in a couple different ways - both shorter lived usage (average) and involved in a broader set of use-cases (via Step Functions). It sounds like Serverless is becoming more mainstream as it branches out.

Topic 4 - Language popularity is always an area of interest - what are the most popular languages for building serverless apps?

Topic 5 - Given how granular Lambda billing has become, and how frameworks like Serverless and Step Functions are being used, were you surprised at the low rate of automation around serverless functions?

Topic 6 - This year it seems like Edge use-cases for Serverless have really grown. I’d expect this to continue as we’re seeing both CloudFlare and AWS recently expanding their Serverless edge capabilities within their CDN offerings.

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Build More Features or More Services May 23, 2021

Show notes

The tradeoff between building more features on existing platforms vs. building more new individual services is always a complex decision. Let’s look at the pros and cons of each.

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SHOW NOTES:

PLATFORMS vs. SERVICES vs. INCREMENTAL CHANGE

Platforms deliver a broad set of horizontal or vertical services
Services tend to be focused on individual capabilities
Features can be added to either, but where to add the feature?
Services could be built on top of each other, but then is it a feature or a service?

DO YOU REALLY HAVE TO MAINTAIN A SERVICE FOREVER?

Should you ever deprecate a service (e.g. turn it off, not be backwards compatible)?
Can you leave the service “on” if nobody is using it?
When do you decide to build a new service instead of just extending or improving another one?
Do you have to create tools to migrate from one service to another?
Do you have to create interoperability from one service to another?
At what point have you added too many features to a platform (or service) to where the market (or internal customers) think that it’s too heavy - even when features don’t have to be used?

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