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: 892SHOW TRANSCRIPT: The Cloudcast #892 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:Brian Gracely on Software Defined Interviews (podcast)The Stargate Project (Jan 2025)Deepseek models attempts to rival OpenAI (Jan 2025)Will Deepseek threaten US equity markets? (CNBC)REACTING AND PLANNING WHEN SO MANY BIG ANNOUNCEMENTS ARE HAPPENINGWhy 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?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Ver todos los episodios