The Cloudcast

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The Cloudcast (@cloudcastpod) is the industry's #1 Cloud Computing podcast, and the place where Cloud meets AI.  Co-hosts Aaron Delp (@aarondelp) & Brian Gracely (@bgracely) speak with technology and business leaders that are shaping the future of business. Topics will include Cloud Computing | AI | AGI | ChatGPT | Open Source | AWS | Azure | GCP | Platform Engineering | DevOps | Big Data | ML | Security | Kubernetes | AppDev | SaaS | PaaS .

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Episodes

Lessons Learned from AWS Leadership Transition
Yesterday
Lessons Learned from AWS Leadership Transition
After just three years, AWS is making another change at the top of the leadership org-chart. What lessons can we learn from leadership transitions and what might come next?SHOW: 822SHOW TRANSCRIPT: The Cloudcast #822SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW NOTES:Andy Jassy makes AWS leadership announcement“There’s no AI without the cloud”, says AWS CEO (Decoder podcast)Six things to know about the new AWS CEO, Matt GarminAWS HAS NEW LEADERSHIP. WHY NOW? Adam Selipsky is out, Matt Garmin is in. What does it mean?Why is AWS making the change now?WHAT LESSONS CAN WE LEARN FROM SELIPSKY’S 3 YEARS AS AWS CEOProbably don’t take the job immediately after someone is the Nick Saban of techDon’t be the complete opposite of the previous boss (wings guy vs. wine guy)[Andy on X] Lead Amazon, married and father of two kids, big sports/music/film fan, experienced buffalo wings eater. Go Kraken![Adam on X] Husband & dad. Water skier/tennis player. Fan of Seahawks & Sounders. CEO at #AWS.[Andy Jassy] I’ve always had a lot of respect for Adam, and we met several times to discuss the possibility of coming back to lead AWS. In those conversations, we agreed that if he accepted the role, he’d likely do it for a few years, and that one of the things he’d focus on during that time was helping prepare the next generation of leadership.[Andy Jassy] Matt has an unusually strong set of skills and experiences for his new role. He’s very customer focused, a terrific product leader, inventive, a clever problem-solver, right a lot, has high standards and a meaningful bias for action. Realize when your job is to lead and inspire vs. producing the weekly reportThe post-ZIRP CEO of AWS2021 - $62B, , 2022 - $80B, 2023 - $90B, 2024 - $100+BLost key peopleBehind on GenAI vs. other clouds“Wartime CEO” vs. “Peacetime CEO”FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
AI Safety and Regulation
5d ago
AI Safety and Regulation
Mark Collier (@sparkycollier, COO @openInfradev) talks about the advantages of open source AI and the intersection of OSS and AI transparency, safety, and potential regulations.SHOW: 821SHOW TRANSCRIPT: The Cloudcast #821CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SPONSOR:See what graphs can do for you at Neo4j.com/developerSHOW NOTES:Mark’s Talk at ATOEU AI Act PassesHow Tech Giants Cut Corners Harvest DataThe EU Guide Act - A Guide for DevelopersOpenInfra FoundationTopic 1 - Our topic for today is AI Safety and Regulation. I saw our guest speak at All Things Open here in Raleigh late last year and he is also a Cloudcast alumnus having been on the show previously talking about OpenStack and the OpenInfra Foundation. We’d like to welcome Mark Collier (Chief Operating Officer @ OpenInfra Foundation) for this discussion. Mark, welcome to the show.Topic 2 - There’s a lot of news today about AI safety and regulation. The industry also seems to be caught up in an AI arms race of who has the bigger model, faster model, etc. OpenAI have become the early category leader but they might have started with good intentions, but, contrary to their name, they aren’t open… at all.  One message in your talk is how open-source software will prevent the coming of the “AI overlords”. Tell everyone a bit of what you mean by this. What is the problem we are facing and many may not even realize it.Topic 3 - I don’t want to call you old (I think we are about the same age), but you’ve seen some things. You’ve also been around OSS and foundations for a bit now. How can open source solve the problem?Topic 4 - We hear a lot about AI regulation, but this seems to be a moving target. What is both the current and future state of AI regulation? In my opinion, we haven’t seen a lot of successful regulations to date. We saw recently the EU pass an AI Act. Is this the first of many? The start of a trend?Topic 5 - Let’s talk about the “day job”. What’s new with OpenInfra Foundation these days?Topic 6 -  OpenStack releases are still going strong and you’ve even run out of letters on OpenStack releases and have rolled around on the alphabet and are back to C. This is the 29th release of OpenStack. What’s the news for the Caracal release?FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Open Source and Business…sigh
Apr 28 2024
Open Source and Business…sigh
Every few years we have to be reminded that open source isn’t a business model. Let’s talk about the business dynamics that everyone seems to keep forgetting.  SHOW: 816SHOW TRANSCRIPT:  The Cloudcast #816SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW NOTES:Adam Jacobs discusses open source and business (The Changelog)“figure out how to play nice with competition” (Twitter)The will never be another Red Hat - Economics of OSS (a16z)OPEN SOURCE IS A LICENSE, NOT A BUSINESS MODELThere are rules around software licenses (e.g. Apache, GPL, etc.)There are no rules about how people feel about software, creators or maintainersFREE, FREE TIERS, EXTENSIONS, CLONESRed Flags: Writes most of the code, took VC funding (multiple rounds)Green flags: Lots of diverse (companies) contributorsYellow flags:  Foundation owns copyright“There’s the business side and there’s the hippie side of OSS”“I have endless ambitions”“I didn’t build a forever entity”“When is the rug pull going to happen?”If a company takes VC funding, is open source anything more than a marketing vehicle?“Docker figured it out and now they are doing like $100M”. Did they? When is OSS personal, and when is it a company?Will there never be another Red Hat, or just not another Linux?How much is too much when determining if a company should give things away for free?FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Sizing AI Workloads
Apr 24 2024
Sizing AI Workloads
John Yue (CEO & Co-Founder @ inference.ai) discusses AI workload sizing, matching GPUs to workloads, availability of GPUs vs. costs, and more.SHOW: 815CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW NOTES:Inference.ai (homepage)TechCrunch postSiliconAngle post on ChatGPUTopic 1 - Our topic for today is sizing and IaaS hosting for AI/ML. We’ve covered a lot of basics lately, today we’re going to dig deeper. There is a surprising amount of depth to AI sizing, and it isn’t just speeds and feeds of GPUs. We’d like to welcome John Yue (CEO & Co-Founder @ inference.ai) for this discussion. John, welcome to the showTopic 2 - Let’s start with sizing, I’ve talked to a lot of customers recently with my day job, and it is amazing how deep AI/ML sizing can go. First, you have to size for training/fine-tuning differently than you would for the inference stage. Second, some just think, pick the biggest GPUs you can afford and go. How should your customers approach this? (GPU’s, software dependencies, etc.)Topic 2a - Follow-up question what are the business side, what are the business parameters that need to be considered? (budget, cost efficiency, latency/response time, timeline, etc.)Topic 3 - The whole process can be overwhelming and as we mentioned, some organizations may not think of everything. You recently announced a chatbot to help with this exact process, ChatGPU. Tell everyone a bit about that and how it came to be.Topic 4 - This is almost like a match-making service, correct? Everyone wants an H100, but not everyone needs or can afford an H100.Topic 5 - How does GPU availability play into all of this? NVIDIA is sold out for something like 2 years at this point; how is that sustainable? Does everything need to run on a “Ferrari class” NVIDIA GPU?Topic 6 -  What’s next in the IaaS for AI/ML space? What does a next-generation data center for AI/ML look like? Will the Industry move away from GPUs to reduce dependence on NVIDIA?FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Synthetic Data for AI
Apr 17 2024
Synthetic Data for AI
Kalyan Veeramachaneni (@kveeramac, CEO/Founder @DataCebo) discusses the generation and value proposition of synthetic data for GenAI.SHOW: 813CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW NOTES:DataCebo (homepage)Synthetic Data Vault - SDVTechCrunch ArticleMIT News ArticleTopic 1 - Our topic for today is synthetic data. While the concept and need for synthetic data has been around for a long time, it isn’t a topic that typically comes to the forefront and something we haven’t talked about until today. Today is a bit of crossing the streams between developers and testing data and using GenAI to achieve this goal. For this, we’re joined by Kalyan, CEO and Co-Founder of DataCebo. Welcome to the showTopic 2 - First, for those not familiar, what is synthetic data? What is the use case and need? What problem is it solving today?Topic 2a - Hopefully, listeners out there are making the connection to the advantages of GenAI for synthetic data, but take us through your original concept at MIT and the history of Synthetic Data Vault (SDV).Topic 3 - We recently did a show on the security and privacy of training LLMs where we covered the need to mask PII for the training of models for compliance. I can also see bias issues coming into play or maybe training data that doesn’t exist in the real world (weather models example). What are some of the use cases that you’ve seen require synthetic data sets. Are there certain industries (healthcare, financials, etc.) that benefit?Topic 4 - You were designing this based on GenAI before GenAI was “cool”. How has the rise of LLMs impacted this space?Topic 5 - If I understand this correctly, organizations would put generative AI on a problem to describe a need for a data set, the model would then evaluate the available data and create a quality synthetic or “fake” dataset. How would the organization verify the quality of the dataset? How would they validate that a synthetic data set is as good as the original data?Topic 6 - Let’s talk about resources for a bit. When I think of GenAI and training, I think of large amounts of hardware and in particular GPU’s that might have limited availability. Is that true here? Also, is this on-prem or in the cloud, or both? FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Building Media and Streaming Platforms
Apr 10 2024
Building Media and Streaming Platforms
Brad Winett (President/Co-founder @TrackItCloud) talks about platforms for entertainment and media. Topics include use cases, partnering with AWS, and creation and consulting services. We even dig into AR and VR a bit at the end.SHOW: 811CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW NOTES:TrackIt (homepage)Topic 1 - Our topic for today is media and entertainment in the cloud. I don’t believe we have ever done a show specifically on this topic, and there are some considerations worth talking about. For today, we have Brad Winett, President and Co-founder at TrackIt. Brad, welcome to the show. Let’s jump right in. The media industry as a whole has undergone major change, just like many others. Most of us see it from the consumer end as a cord-cutter. What made you jump into this market and this industry specifically?Topic 2 - Platforms and content distribution in the early days of cloud was a differentiator. I think back to Netflix, they initially had a market advantage because they were able to scale better and to more devices than anyone and even open sourced a number of internally developed items and were the AWS poster child. Over time, these user experiences have become the norm. How should people out there think about media platforms? Are we past the days of build your own?Topic 3 - What about use cases? Media streaming is pretty broad. What does a normal customer look like? Is this big streaming services, smaller companies, etc?Topic 4 - How much of the tech stack is AWS products and how much of the stack is custom typically? Walk us through what a media streaming stack looks like. How is this different from a SaaS provider providing a turnkey service?Topic 5 - I know TrackIt is a big AWS partner. Give everyone an overview of the landscape of AWS Partnership these days. Do you provide mainly professional services and consulting? Topic 6 - Where does open-source software fit into this?Topic 7 - I feel the standard last question these days is how AI will potentially enhance or impact this is some way.FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
The $69B bet against replacement
Mar 31 2024
The $69B bet against replacement
Let’s dig into the mindset behind the VMware price increases that have been happening since Broadcom acquired the company in 2023. SHOW: 808CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Want to win a Tesla Cybertruck or $100,000? Enter the WS02 Choreo Code Challenge (before April 30th)WSO2 Choreo - Why build a platform? Just add developers insteadSHOW NOTES:What VMware might look like under Broadcom (Eps.629, June 2022)What to do about VMware (Day Two Cloud, Feb 2024)VMware 10X Price Increase Leaves Companies Looking for AlternativesVMware pricing in the Broadcom EraBROADCOM IS FITTING VMWARE INTO THEIR BUSINESS MODELAt least with acquisitions, Broadcom has a well-defined set of business metrics they expect from their companiesBroadcom acts somewhere like private equity in terms of investment, innovation, revenue generationIT'S A BOLD STRATEGY BROADCOM, LET’S SEE IF IT PAYS OFF FOR THEMIn essence, the bet is that there is no replacement for VMware in the EnterpriseThe timing is interesting with the shifting of budgets for AI projectsIt puts customers in a position to pay more for limited upside, but having to distinctly cut other areas of their technology budget (risk the business)Customers have some options, but again they risk the business (e.g. hold off on security patches)Once a company accepts the new pricing, what guarantees are there about no additional big increases in the future? How much will this impact the longer-term vendor-customer relationship?FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
LLM Security and Privacy
Mar 27 2024
LLM Security and Privacy
Sean Falconer (@seanfalconer, Head of Dev Relations @SkyflowAPI, Host @software_daily) talks about security and privacy of LLMs and how to prevent PII (personally identifiable information) from leaking outSHOW: 807CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Want to win a Tesla Cybertruck or $100,000? Enter the WS02 Choreo Code Challenge (before August 30th)WSO2 Choreo - Why build a platform? Just add developers insteadCloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spendSHOW NOTES:SkyFlow (homepage)Partially Redacted PodcastSoftware Engineering DailyTopic 1 - Our topic for today is the security and privacy LLMs. What’s Sean’s origin story?Topic 2 - Let’s dig into LLM security and privacy. We see this concern a lot on the podcast and we’ve touched on it with various past shows, but we haven’t dug in deep. First, let’s frame the problem. What are we talking about when we talk about LLM security and privacy?Topic 3 - First, there is a fear that customer PII information might leak out. Second, company IP or confidential into might leak out related to products or offerings. We’ve seen examples of both to date. This could be exposed in the form of integration into a model (query it for the answer) or in the fine-tuning or RAG stage. Either one could lead to compliance issues, lost rev etc. But, that same data at risk is the potential differentiation of the models. How do you both mask the data but take advantage of the data?Topic 4 - One thing I’ve noticed is many orgs only think about privacy in relation to the fine-tuning stage where they are taking a broad model and making it company specific. It is about much more than that though. Just like standard software development, we have different stages. How is the data collected and stored, how is it used for training and fine-tuning, how is it used after deployment and during interaction stage, etc. How should security and privacy be handled across all phases?Topic 5 - Let’s talk beyond LLMs for a bit. What about Data Lakes and Data Warehousing? I see this as a problem across all big data, correct?Topic 6 - How does API security fit into this? Much of what we are talking about is at the storage and retrieval level. But, increasingly we see API issues exposing data. How does that fit in here?Topic 7 - Let’s talk podcasts, we had Jeff, the previous host of Software Engineering Daily on a few times. How are things over at Software Engineering Daily? Tell everyone a bit about the show.FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Building an AI Product Company
Mar 20 2024
Building an AI Product Company
Krish Ramineni (@krishramineni, CEO/Founder of @Firefliesai) talks about what it is like to build an AI product company in both the pre-LLM era as well as post-LLMs. We also discuss privacy and security concerns and AI behind the scenes.SHOW: 805CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Want to win a Tesla Cybertruck or $100,000? Enter the WS02 Choreo Code Challenge (before April 30th)WSO2 Choreo - Why build a platform? Just add developers insteadSHOW NOTES:Fireflies.ai (homepage)Fireflies MIT ArticleTopic 1 - Welcome to the show. Before diving into today’s discussion, tell us a little about your background.Topic 2 - Our show and listeners tend to be interested and employed in the Enterprise infrastructure and AI/ML space. Some may find it surprising that we are talking today, but we wanted to really dig into how an up-and-coming AI company provides value at scale from individuals all the way to large enterprises. What goes into both building the product as well as taking that product to market? So, let’s start there. You recently posted about “Free AI” on LinkedIn. What was the problem you were trying to solve, and how did that influence the product you built? Topic 3 - As the foundational models in the industry keep improving and are going multi-modal, do you worry that the LLMs of the world might push out specialized models? How do you think about staying ahead of the curve? How does something like GPU shortages or big companies like Meta purchasing thousands at a time impact your decisions?Topic 4 - Fireflies.ai is all about the abstraction of the technology away from the user. They have no idea (and shouldn’t) about the back end and everything “behind the curtain”. How do you think about this abstraction layer from a product standpoint?Topic 5 - Now, let’s talk about PLG vs. traditional Enterprise software sales models. You did another post about that recently. We’ve worked in environments selling both (sometimes at the same time), and they are very different motions. Do you feel both are needed to build an AI company?Topic 6 - How does Security and compliance with IT departments fit into all of this? I’ve spoken to customers that have a policy of no AI tools at the personal level for instance or maybe client, company and private data might be at risk and only certain tools are vetted and approved. I’ve seen other companies only allow tools licensed by their corp IT. How do you navigate this issue? How does something like GDPR play here?Topic 7 - Last question, another AI specific concern we hear about is companies training models on user data. What is your thoughts here? How does a company fine tune and train new models and products but keep customer and company privacy from leaking out?FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Integration and Observability of 3rd Party APIs
Mar 13 2024
Integration and Observability of 3rd Party APIs
Eyal Solomon (@EyalSolomo44643, CEO/Founder of @lunardevapi) talks about integrating, controlling, and observability into 3rd party APIs and services. We discuss the trade-offs of integrating a 3rd party API and how it impacts simplicity and potential loss of insight.SHOW: 803CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spendSHOW NOTES:Lunar.dev (homepage)Lunar.dev blogLunar.dev on TechCrunchTopic 1 - Welcome to the show. Before diving into today’s discussion, tell us a little about your background.Topic 2 - Controlling 3rd party APIs is increasingly becoming an issue for many organizations. As the world gets built on APIs, consumption of another company's APIs to ingest services is critical. But, this leads to all sorts of control and potentially cost issues. Please give everyone an introduction to the problem.Topic 3 - Does this mean 3rd Party APIs are a tradeoff? Yes, you might be able to integrate APIs for a payment system for instance quickly, or maybe the latest AI SaaS service, but in doing so won’t an organization potentially lose oversight? Where do most organizations run into problems first? This reminds me of the early days of cloud and people leaving instances running and then getting huge bills and not knowing until it was too late. Is this similar?Topic 4 - We’ve seen a lot of products and companies tackling the issue of internal company APIs, but not 3rd party APIs. Once an organization determines they have a problem, maybe an observability problem, perhaps a cost problem, maybe a compliance issue, etc. how would they get started gaining API observability and control in their org? Topic 5 - Is this a solution that sits in traffic flow? Does this potentially introduce latency? Is this almost like a WAF for 3rd party APIs? What kinds of policies or restrictions can be put in place?Topic 6 - What are some of the most common use cases you’ve seen and how do you solve them? What business decisions have to be made if they decide to restrict access in some way?FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod