The Mid Year (2024) Mailbag

The Cloudcast

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
SHOW TRANSCRIPT: The Cloudcast #839 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"
SHOW NOTES:

• Amazon acqui-hiring - Adept.io
• Inflection
• Amazon building ChatGPT Competitor
• https://www.businessinsider.com/amazon-andy-jassy-wooed-wall-street-overhauled-bloated-tech-giant-2024-7
• The InfraRed Report

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.)?
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1. The Mid Year (2024) Mailbag (00:00:00)

2. [Ad] Out-of-the-box insights from digital leaders (00:11:15)

3. (Cont.) The Mid Year (2024) Mailbag (00:11:53)