AI in Earnings Calls: The Local vs. Cloud Debate

Our guest this week is Corey Quinn, the chief cloud economist at The Duckbill Group, the host of the AWS Morning Brief and Screaming in the Cloud podcasts, and the curator of Last Week in AWS, a weekly newsletter. Apart from his newsletter and podcasts, Quinn's day job involves helping AWS customers understand and manage their bills. Amid all the AI hype and billions in capex spending, he uses those insights to provide a behind-the-scenes glimpse and a reality check on the state of the cloud market today. 

RELATED LINKS

• Amazon on pace for $100B+ in yearly capex; Jassy expects cost efficiencies to drive AI demand
• Amazon’s quarterly profits soar to a record $20 billion, but cloud growth comes up short
• Platformonomics: Charles Fitzgerald breaks down Amazon's capital expenditures

With GeekWire co-founder Todd Bishop; edited by Curt Milton.

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