At a time when many AI and Cloud announcements are happening, how can we determine which ones are important, disruptive, or just me-too?
SHOW: 892
SHOW TRANSCRIPT: The Cloudcast #892 Transcript
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SHOW NOTES:
REACTING AND PLANNING WHEN SO MANY BIG ANNOUNCEMENTS ARE HAPPENING
- Why is the announcement happening now?
- What are the facts of the announcement?
- How are Enterprises thinking about these announcements?
- How are Enterprises thinking about how this pace of change impacts their thinking?
- What are the technology impacts of the announcement?
- What are the direct economic impacts of the announcement? Secondary impacts?
- OpenAI profitability?
- NVIDIA ability to charge premium for leading-edge chips?
- Pricing for any AI offering (Co-Pilots, etc.)
- Write-offs of existing GPU/Training investments?
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