The Cloudcast AI & Cloud Trends for October 2025
40 snips
Nov 5, 2025 Brian and Brandon dive into the intersection of AI and cultural trends, likening AI adoption to college football. They explore how small businesses, such as car dealers, are leveraging AI tools like ChatGPT. The duo analyzes significant growth rates from major cloud providers while raising questions about the sustainability of AI-driven revenue. They discuss recent outages and resilience practices, review OpenAI's new products and corporate shifts, and speculate on Microsoft's partnership implications. Great insights into the evolving tech landscape!
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Car Dealers Embrace ChatGPT
- Brian describes overhearing car dealers giving ChatGPT to every salesperson to train them and help customers.
- One dealer joked about putting ChatGPT on elderly relatives' phones so they can ask it to fix computer problems.
Cloud Revenue Signals Real AI Demand
- Cloud revenue jumped significantly in October with Azure +40%, GCP +34%, and AWS +20%, indicating real AI-driven demand.
- Brandon notes this suggests capacity constraints and meaningful business purchases beyond mere experiments.
Questioning The Quality Of AI Revenue
- Brian suggests forensic accounting is needed to understand what cloud AI revenue actually represents and whether numbers add up.
- He questions capacity, vendor accounting, and whether projected deals are realizable given hardware limits.