Sunday, February 11, 2024

The Curious Case of AI, Funding and Cloud Credits

Big 3 cloud providers investing in AI with cloud credits. $7 trillion dollar big plans. VCs concerned about AI valuations. It feels like a new set of rules are being created. 

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ARE CLOUD CREDITS THE NEW VENTURE CAPITAL?

  • “Microsoft's Q2 2024 earnings report states that AI services contributed 6 percentage points of growth to Azure revenue. This is an increase from 3 percentage points in the previous quarter.” 

KEEP AN EYE ON AI USAGE “TRENDS” FROM THE BIG CLOUD PROVIDERS

  • Is this a problem for VCs? 
  • Is this “good” revenue for the cloud providers?
  • Are they just smart for utilizing an asset that they can monopolize?
  • How to track user-growth (e.g. OpenAI) and cloud-usage-growth (e.g. Big 3)
  • How much will people invest to build an alternative to NVIDIA?

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Wednesday, February 7, 2024

Cloud News of the Month - January 2024

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

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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...

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Sunday, February 4, 2024

Bundling, Unbundling and Ensh*tification

Some say the Internet has gone to sh*t. Between bundling and unbundling, how does “ensh*tification” happen, and are there ways to prevent or reduce it?

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IN THE DIGITAL WORLD, IT’S EASY TO BUNDLE THINGS TOGETHER

  • The only way to unlock valid is through bundling and unbundling
  • There is a fine line between innovation, growth and platform creep. 
  • Nobody likes when free stuff goes away or gets complicated

CAPITALISM, FREE-ISM, AND ALIGNMENT OF INCENTIVES

  • Expected growth rates are set by the companies. 
  • People in tech are always asking “what’s next?”
  • There’s a difference between early adopters and mainstream


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Wednesday, January 31, 2024

VCs and Open Source and Funding

Aneel Lakhani (@aneel, Investor, @crane_vc Crane Venture Partners) talks about the challenges of VC funding and building profitable companies based on open-source software. 

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Topic 1 - Welcome back. You’re almost in the 5 timers club at this point, and a returning guest from our look-ahead shows in 2023. For our new listeners, tell everyone a little bit about yourself

Topic 2 - You recently gave a talk at Monktoberfest about the problem with money in software, specifically open-source software. The crux of it was that VCs require high returns on investments, and software has short windows to gain adoption. 

Topic 3 - Could that talk have been given any time over the last 5+ years, or was it triggered by recent “events” with open source companies (e.g. Hashicorp)?

Topic 4 - Has VC thinking changed about software, given that open source provided essentially early marketing and awareness for “free,” but that comes with user expectations of free (cost) as well? Are there any new ideas about how to build cost-effective software moats?

Topic 5 - There are various “conspiracies” floating around that VCs negotiate “the rug pull” with companies at each funding round. Especially in the early stages (where you focus), how much is the VC focused on getting the idea off the ground vs. the validity of the business model? When does the business model discussion typically start? 

Topic 6 - We’ve said before that there will never be another Enterprise Software company after VMware. Has the era of open-source enterprise startups ended, or does it just need to go through a phase of rediscovery?

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Saturday, January 27, 2024

Harnessing AI for Enterprise Adoption

Every company is trying to figure out how to harness the power of AI. Let’s look at some frameworks to accelerate innovation, allow for experimentation, and manage long-term success.

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SHOW NOTES:


GETTING STARTED AND ESTABLISHING THE FUNDAMENTALS

  • Does the business have an existing Data Science team? 
  • Does the business have an existing culture of experimentation?
  • What is the business trying to change or improve? 

EARLY SUCCESS, MATURITY MODELS, AND ENTERPRISE COMPLEXITIES

  • Aligning AI Strategy With Business Goals
  • Cultivating An AI-Friendly Culture
  • Skills And Expertise
  • Ethics And Trust
  • Data Management And Protection


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Tuesday, January 23, 2024

Wiring the Winning Organization

Gene Kim (@RealGeneKim, Author, Organizational Operations Researcher) talks about the challenges of organizing a team, group, or company to be successful in simple and complex tasks.

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SHOW NOTES:

Topic 1 - Welcome back. It’s been way too long. What have you been up to lately? Tell us a little bit about your co-author and where the research for this book came from.

Topic 2 - This is a different type of book than The Phoenix Project or Unicorn Project, in that it seems more about managerial structure and research than the inspirational story-telling of past books. Is this addressing a different audience, or you felt that it needed a different framework to make the biggest impact?

Topic 3 - At the core of the book are three concepts, amplification (where are the problems) which results in slowificaion (create space for problem solving) and simplification (make problems themselves easier to solve). Walk us through each of these.

Topic 4 - As I was reading this book, the thing that jumped out at me the most was the importance of alignment between problem scope, how teams or individuals were aligned, and how much flexibility could be given to different parts of the problem/solution.

Topic 5 - The Phoenix and Unicorn Projects inspired a generation of IT professionals to be the champion of the change in their organization. What feedback have you gotten from the readers of Wiring the Winning Organization so far?

Topic 6 - These days everyone wants learnings to be quick and with immediate results. Is there a TikTok version of the learnings from this book that anyone could use immediately?

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Sunday, January 21, 2024

Technology Shifts vs. Drifts

Lots of trends happen in technology, but which ones of them are significant changes vs. just adjacencies to previous trends. Let’s explore technology shifts vs. drifts. 

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SHOW NOTES:

WHAT IS A SHIFT AND WHAT IS A DRIFT?

  • What is a Shift? What is a Drift?
  • Does it obviously help you save money?
  • Does it obviously help you make money?
  • Does it just seem to replace something else in a new way?

HOW IMPORTANT IS OBVIOUS ECONOMIC IMPACT? 

  • Is “We can respond to the business faster” just code for “We’re not sure what the impact will be?” How many new ideas happen per year?
  • Why aren’t TCO or ROI more obvious with every new technology?
  • Mainframe (shift), Mini (drift), PC (drift?), Mobile (drift?), Virtualization (shift), Serverless (drift), Kubernetes (drift), AI (shift)
  • The shift vs. drift is sometimes dependent on the user/use-case

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