The Analytics Engineering Podcast The data jobs to be done (w/ Erik Bernhardsson)
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Nov 3, 2024 In this discussion, Erik Bernhardsson, CEO and co-founder of Modal Labs, dives into the intricacies of cloud computing, emphasizing the competitive landscape with giants like Snowflake and AWS. He shares insights on the GPU shortage and its implications for AI startups. Erik boldly critiques the future role of data engineers, questioning its necessity while spotlighting the rise of analytics engineers. The conversation also touches on the impact of generative AI and the democratization of software development, showcasing a landscape ripe with innovation.
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Room for Innovation in Cloud
- There's room for innovation in cloud computing beyond the foundational layer of storage and compute provided by AWS, GCP, and Azure.
- A higher-level software layer can offer a better user experience by focusing on specific use cases like data and AI.
GPU Economics and Availability
- The high cost of GPUs necessitates high utilization, impacting availability in single zones.
- Multi-AZ and multi-cloud architectures help overcome poor availability but need resource pooling.
GPU vs. CPU Economics
- GPU economics differ from CPUs; GPU costs mainly go to NVIDIA, requiring high utilization.
- CPU costs are tied to power consumption, making utilization less critical for providers like AWS.