The Cloudcast

The Mid Year (2024) Mailbag

Jul 17, 2024

In this podcast, they discuss the evolution of cloud and AI in 2024, Amazon's advancements in GenAI, potential winners and losers in the AI industry, impact of layoffs on IT organizations, and speculation on the future of GenAI. They also touch on the challenges of implementing DevOps and the competition in large language models among tech giants.

42:23

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Episode notes

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Quick takeaways

Winners in GenAI era are NVIDIA; differentiation in LLM models may be limited.

AWS ahead with cloud but potentially lagging in GenAI; impact on IT architecture and layoffs.

Deep dives

The Technology Landscape and Summer Mailbag Episode

The podcast episode discusses the current technology landscape, including cloud computing, and announces a summer mailbag episode focusing on various technology and industry queries. The hosts mention their studio in North Carolina and the slow pace of summer, inviting feedback and engagement from listeners.

Intro

2min

Surviving an Internet Outage and Mailbag Q&A

2min

European and US Sports Events Recap and AI Winners and Losers Ranking

4min

Speculating on the Future of Enthropic and Reflecting on OpenAI's Recent Events

3min

Advancements and Competition in Large Language Models

25min

Evolution and challenges of implementing DevOps

7min

2024 has been evolving very quickly for Cloud and AI. So as we get to the mid-year point, we stop and answer many of your mailbag questions.

SHOW: 839

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SHOW NOTES:

MAILBAG QUESTIONS:

Topic 1 - At this stage of the GenAI era, obviously the “picks and shovels” are winning (e.g. NVIDIA). But beyond that, are there obvious winners and losers, or areas that look more promising?

Topic 2 - In the near-term or long-term, do you think there will be big differentiation in the LLM models, or do they eventually commoditized?

Topic 3 - There is some talk that Amazon (&/or) AWS are behind in GenAI, but obviously they are ahead with cloud. Do you think GenAI offerings will be enough to get companies to move clouds, or will it just be another cloud workload and companies already use multiple clouds?

Topic 4 - Do you have any thoughts about how GenAI (or any AI) will impact IT architectural thinking over the next couple of years?

Topic 5 - Do you think the recent rounds of layoffs, or slow downs in hiring, will have a big impact on IT organizations?

Topic 6 - What happens if GenAI doesn’t turn out to be as successful as so many people are forecasting? What happens to all the other potential technology innovations while that plays out?

Topic 7 - If you were advising someone on a tech career choice in 2024, what type of guidance would you give someone?

Topic 8 - DevOps had a long run as “the IT cultural change” for a while. Do you see any of the other tech/culture trends starting to get more popular (FinOps, Platform Engineering, MLOps, etc.)?

FEEDBACK?

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The Cloudcast

The Mid Year (2024) Mailbag

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

The Technology Landscape and Summer Mailbag Episode

Panoptica Cloud Security Solution

Euro 2021 Soccer Championship and Sports Recap

AI Market Winners and Losers Ranking

Remember Everything You Learn from Podcasts