Cloud Economics and AI News

Welcome to the inaugural Cloud News of the Month. Aaron and Brian talk about the biggest tech stories from January 2024.

SHOW: 793

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SHOW NOTES:

Topic 1 - Let’s begin with the state of work - employees vs. management.

Topic 2 - Lots of changes finally announced by Broadcom about the new VMware (here, here)

Topic 3 - We’re starting to see the end of the Unicorns of 2021. This feels like it’s going to be a quiet crash.

Topic 4 - The CNCF and Linux foundation released some project velocity numbers. Looks like Kubernetes, GitOps, Telemetry, Backstage are at the top, with some noise around Envoy/Istio/Cilium

Topic 5 - There was a lot of buzz around Basecamp’s numbers for repatriating back to their private cloud.

Topic 6 - AI Speed Round...

• Microsoft hits 3T company valuation
• Microsoft forms GenAI Team (less dependence on OpenAI)
• Meta’s Llama 3 and quadruple’s GPU’s in 2024
• GPUs might be under-utilized in the public cloud
• Google Cloud partners with Hugging Face
• OpenAI Launched GPT Store
• Apple is changing podcast terms and rules (downloads, transcripts, etc.)

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