broadcom

Welcome to the inaugural Cloud News of the Month. Aaron and Brian talk about the biggest tech stories from January 2024.

SHOW: 793

CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"

SHOW SPONSORS:

• Find "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and Spotify
• Keep up to data with Enterprise Tech with theCUBE

SHOW NOTES:

Topic 1 - Let’s begin with the state of work - employees vs. management.

Topic 2 - Lots of changes finally announced by Broadcom about the new VMware (here, here)

Topic 3 - We’re starting to see the end of the Unicorns of 2021. This feels like it’s going to be a quiet crash.

Topic 4 - The CNCF and Linux foundation released some project velocity numbers. Looks like Kubernetes, GitOps, Telemetry, Backstage are at the top, with some noise around Envoy/Istio/Cilium

Topic 5 - There was a lot of buzz around Basecamp’s numbers for repatriating back to their private cloud.

Topic 6 - AI Speed Round...

• Microsoft hits 3T company valuation
• Microsoft forms GenAI Team (less dependence on OpenAI)
• Meta’s Llama 3 and quadruple’s GPU’s in 2024
• GPUs might be under-utilized in the public cloud
• Google Cloud partners with Hugging Face
• OpenAI Launched GPT Store
• Apple is changing podcast terms and rules (downloads, transcripts, etc.)

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

Return to Office, Layoffs, Acquisitions,and Shareholder Accountability are dominating the worker-level discussions in early 2024. Let’s dig into what’s really happening. 

SHOW: 786

CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"

SHOW SPONSORS:

• Datadog Kubernetes Solution: Maximum Visibility into Container Environments
• Start monitoring the health and performance of your container environment with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.
• Find "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and Spotify
• Keep up to data with Enterprise Tech with theCUBE

SHOW NOTES:

• Amazon’s Silent Sacking (blog) and Changelog podcast
• Signs it’s time to leave a company (Adrian Cockroft)
• Tech company layoffs in January
• Broadcom ends VMware partner program

WHY IS ALL OF THIS HAPPENING NOW?

• This is similar to the 2022-2023 transition (unexpected + fast)
• Companies are quick to cut and slow to restart/accelerate
• Companies often overestimate needs and under-estimate fixes
• There are new competitive dynamics happening all over tech
• There will be lots of bankruptcy and acquisitions in 2024

2024 WILL BE A YEAR OF ACCOUNTABILITY

• The pendulum of workers vs management is swinging back to management
• 15 minutes of “blame management” fame might be short lived
• Business doesn’t necessarily work like Reddit trends
• Focus on alignment to revenues, customer success
• Focus on results, not excuses
• Actively look for efficiencies and inefficiencies

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

In todays episode Fabian Lenz, Matthias Eisner, Sascha Schwunk, Tobias Paschek and Yves Sandfort talk about the recent changes in the partner programs, the impact for service providers and how we could help. The longer part was then a discussion how the new licensing and VCF in general will influence future Cloud Designs in multi-tenant environments. 

@AaronDelp and @BGracely talk about the biggest stories, trends and events of cloud in 2023, and some predictions for 2024.

SHOW: 782

CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT - "CLOUDCAST BASICS"

SHOW SPONSORS:

• Datadog Application Monitoring: Modern Application Performance Monitoring
• Get started monitoring service dependencies to eliminate latency and errors and enhance your users app experience with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.
• CloudZero – Cloud Cost Visibility and Savings
• ​​CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spend
• Find "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and Spotify
• Keep up to data with Enterprise Tech with theCUBE

SHOW NOTES:

• All the 2023 Year In Review Show Notes
• 2023 Year-End Mailbag
• 2022 Year-End Mailbag
• 2022 Year in Review and Predictions
• Our 2021 Predictions
• Our 2020 Predictions

THE BASICS:

• Our second 2M listens show 
• Thank you to all our sponsors throughout the year (Datadog, CloudZero, Cisco Panoptica, Section, Fix the Internet, Sysdig, DoIT, Eaton, theCUBE, CNCF, Upland Software, Equinix, Red Hat, Cloudfix, GCore, Kosli)

2023 PREDICTIONS: 

• Our 2020 Predictions
• Our 2021 Predictions
• Our 2022 Predictions 

AARON’S PREDICTIONS:

• A Hyperscaler that isn’t 1 or 2 throws in the towel - We start to see consolidation in the category
• Platform Engineering hits its Trough of Disillusionment
• Compact, OSS, specialized AI models will become the standard for anything not in the cloud (on device, datacenter, edge)
• A new category emerges - AI Customization for the masses (Data Science as a Service) - intersection of ITOps and AI

BRIAN’S PREDICTIONS:

• We’ll see the 1st 500M-user AI service
• AI economics start to change (smaller models, non-GPU chips)
• 40-50 former unicorns ($1B valuations from 2020-22) get acquired 
• Every product adds an AI / LLM capability to simplify usage

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter: @thecloudcastnet

Silverlinings' Lunch Ladies Elizabeth Coyne and Diana Goovaerts serve up an overview of this week's news from the cloud world, including the latest on the Broadcom-VMware merger, Texas A&M's transition to the cloud, the GenAI bubble and more.

See omnystudio.com/listener for privacy information.

Neste The Big Ones, destaque às mais recentes inovações e movimentos estratégicos da Nike, Alibaba e Apple:

• Nike fez parceria com EA Sports 
• Alibaba lança o seu “ChatGPT”
• Apple faz acordo com Broadcom para fabrico de chips 

Saiba mais sobre inovação e nova economia em supertoast.pt. 

Welcome to ChatterFox Podcast, In this episode, you will learn how to pronounce the brand's name correctly in American English.

Brands: DXC Technology, Pall Mall, L&M, Merrill Lynch, Camel, T.J. Maxx, Broadcom, Purina, Tesla, Travelers, Tyson, Airbnb, Salesforce, Dollar General, 

Links:
Online Pronunciation class
Accent Reduction Program
Android App
iOS App
YouTube
Instagram

We often discuss the future of work for enterprise employees. What technology will they use, how will people and machines interact, and how teams will be organized when geography and language are no longer barriers. Few have spent more time in and around enterprise service management than today’s guest and few are better qualified to share insights about what’s ahead.

Andi Mann has been a technology leader in technology companies around the world since the 90s. He founded Sageable, the digital transformation advisory services practice, in 2015 and has also recently served in roles that include CTO for DevOps at Splunk and VP Products and Strategy at CA which is now part of Broadcom. Andi and I both did time at BMC Software in the early 2000s. Andi is the author of multiple books including The Innovative CIO, he’s a sought after speaker, and tech provocateur who is never shy about what’s wrong with IT and where the world of digital is headed.

Thanks to friend of the podcast Steve Kaplan for the intro to Andi.

Listen and learn… 

1. Why Andi summarizes his career this way: "I make computers do more work to allow people to do more creative things" 
2. The best use of enterprise AI Andi has seen 
3. How Andi helped an industrial transportation company save a billion dollars 
4. Why “less complex systems can’t understand more complex systems” 
5. Why the best use of AI is targeting “known knowns” by augmenting vs. replacing human intelligence 
6. How to overcome the lack of trust in AI 
7. Why AI won’t eliminate any jobs… and why it will create many new ones 
8. Skills to invest in today that will never be replaced by automation 

References in this episode... 

• Dr. Lance Eliot writes about ChatGPT dispensing therapy advice 
• Colin Fletcher, father of the term “AIOps”, on AI and the Future of Work 
• Andi’s book “The Innovative CIO" 
• Andi’s company Sageable 

Get the week's news on Kubernetes, the cloud native landscape, and the wider world of tech. Co-hosts Eric Gregory and Nick Chase break through the jargon and help you make sense of it all.

This week, Eric & Nick will be discussing a very Dapr new service for Kubernetes (see what we did there?), Microsoft Ignite, new developments in Broadcom’s VMware acquisition bid, a 2022 survey on IoT & edge, and much, much more!

Topics for this week include:

• Quick programming update - check out Cloud Native & Coffee
• KubeCon North America is next week
• Kubernetes - Diagrid
• Tooltip - Kubecolor
• Eclipse Foundation releases key finding from 2022 IoT & Edge Dev Survey
• Things you may have missed at Microsoft Ignite
• GitHub Copilot continues to gain steam
• AI recruitment software dubbed 'automated pseudoscience'
• Broadcom pushes VMware acquisition forward
• Fujitsu & Japanese University want internet 'endorsement layer'
• Eric's Opinion Corner: are our security woes rooted in education gaps?
• 5G C-band & aircraft can now safely share the skies
• SpaceX asks Pentagon to foot the bill for Starlink in Ukraine
• Whack-a-Doodle

As mentioned by Eric, this (RCN #49) will be the final episode of Radio Cloud Native (in it's current format).

Please keep the podcast in your feed and keep an eye out for fresh content. Sometime early in this new year, the team at Mirantis is planning to revamp Radio Cloud Native (possibly under a new name, but accessible from this same RSS feed).

Thank you to all of our listeners that kept Radio Cloud Native going over the past two-or-so years. And a special thanks as well as good luck to long-time host Eric Gregory as he pursues future endeavors outside of Mirantis. Stay tuned for more podcasts from Mirantis in 2024!