Wednesday, September 27, 2023

Will a New Cloud Emerge?

Aaron Delp and Brian Gracely discuss the possibility of another major cloud provider emerging as the economy changes and new application workloads begin to take shape. 

SHOW: 757

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

NEW TO CLOUD? CHECK OUT - "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
  • Reduce the complexities of protecting your workloads and applications in a multi-cloud environment. Panoptica provides comprehensive cloud workload protection integrated with API security to protect the entire application lifecycle.  Learn more about Panoptica at panoptica.app

SHOW NOTES:

Topic 1 - Do you remember back when AWS was starting to take off, and Simon Wardley used to talk about how IBM or HP or Cisco or EMC/VMware should have been the ones building the utility cloud services? 

Topic 2 - We’re now at a stage when all anyone can talk about is AI (Generative AI, LLMs, etc.) and GPUs. So which one is more powerful, the Models/Data or the Infrastructure?

Topic 3 - Is it possible that NVIDIA could start building their own cloud? Do they potentially want to own a more vertical experience? 

Topic 4 - Obviously the buildout costs are enormous, but are they that much different from what the Big 3 are trying to do in retrofitting existing data centers, or hiring to build their own mini-Nuclear reactors?

Topic 5 - Who could potentially be a partner to NVIDIA in building out this type of cloud in the near-term? (Equinix, national governments, cities-of-the-future, sovereign wealth funds, etc.)

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Sunday, September 24, 2023

Every company is a Hardware company

What happens when every software company needs to be a hardware company first? And how are leading VC firms potentially predicting that the 2000s will be repeating themselves?

SHOW: 756

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

CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"

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SHOW NOTES:


BACK IN THE DOT COM DAYS, WE ASSUMED THAT EVERYTHING WOULD BE INTERNET

  • Let's remember how we transitioned from the late 1990s to the early 2000s
  • VCs used to have a $50M "hardware tax" on investments
  • Cloud and Low Interest Rates changed everything
  • New Technology with Simple UI + Infrastructure Buildouts + Unknown Business Models

NOW WE ASSUME THAT EVERYTHING WILL BE AI (and GPUs)

  • Interest rates have come back up to 2001 levels
  • VCs are back to paying the "hardware tax", and aren't happy
  • New Technology with Simple UI + Infrastructure Buildouts + Unknown Business Models
  • Let's see if history repeats itself.


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Wednesday, September 20, 2023

Training Foundational AI Models

Alex Ratner (@ajratner, CEO @SnorkelAI) talks about labeling and training of LLMs. We go over Foundational Models and how to take an “off the shelf” model and fine-tune it for private use.

SHOW: 755

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

NEW TO CLOUD? CHECK OUT - "CLOUDCAST BASICS"


SHOW SPONSORS:

  • Reduce the complexities of protecting your workloads and applications in a multi-cloud environment. Panoptica provides comprehensive cloud workload protection integrated with API security to protect the entire application lifecycle.  Learn more about Panoptica at panoptica.app
  • 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 - Welcome back to the show. We last spoke two years ago. A lot has changed so we thought it would be a great time to talk about updates. For those that aren’t familiar, give everyone a quick background.

Topic 2 - Let’s start with when we last spoke. We talked a lot about data scientists and how data labeling works for training LLM’s. For those that aren’t familiar, can you give everyone a quick intro to data labeling and why it is important for training?

Topic 3 - When we last spoke, LLM weren't as mainstream as they are today. How has this impacted how you think about AI/ML in general? What are the big challenges for LLM today that you see?

Topic 4 - Many organizations are trying “off the shelf” models but this may or may not be a good idea. On one side they don’t have to build a model but on the other they still have to fine tune it to their specific needs and use case. What are your recommendations for organizations to get started and be as effective as possible?

Topic 5 - In addition to organization specific models, are teams building purpose built models for specific functions (i.e. are they running multiple models each with a different task?) How does labeling and training come into play here?

Topic 6 - Another challenge I’m seeing is security and data privacy concerns. What do folks getting started need to be aware of to make sure company data is safe?


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Sunday, September 17, 2023

A Proposal for OSS Longevity

As OSS projects continue to look for ways to balance community, sustainability and profitability, let’s explore some alternative considerations for companies and communities. 

SHOW: 754

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

CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"

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SHOW NOTES:


OPEN SOURCE HAS BECOME CRITICAL INFRASTRUCTURE FOR BUSINESSES

  • Docker, Kubernetes, Terraform, Ansible, Kafka, MongoDB, ElasticSearch, Java are all mission-critical to businesses. 
  • Cloud providers have disrupted the previous OSS models - operationalize vs. contributions
  • How to pay contributors?
  • How to avoid unpredictable changes to licensing?
  • How to provide better transparency to customers and communities?

DO OSS PROJECT NEED MORE STRUCTURE TO SUCCEED OR SUSTAIN?

  • Establish “types” of projects: Business, Community, Any - Years to Action
  • Establish some timelines around various types of projects
  • Patents have a timeline to explore - can there be OSS licenses that have timelines
  • Government tax credits for paying OSS contributors
  • Should governance foundations create forks at established times?
  • Should groups like CNCF be more active in recruiting forks after a period of time?

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Wednesday, September 13, 2023

Automating Developer Security and Compliance

Matt Spitz (@mattspitz, Head of Engineering at @TrustVanta) talks about the challenges of developer security and compliance. 

SHOW: 753

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

NEW TO CLOUD? CHECK OUT - "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
  • Reduce the complexities of protecting your workloads and applications in a multi-cloud environment. Panoptica provides comprehensive cloud workload protection integrated with API security to protect the entire application lifecycle.  Learn more about Panoptica at panoptica.app

SHOW NOTES:

Topic 1 - Welcome to the show. Tell us a little bit about your background. What made you join Vanta and did your experience at Dropbox factor into this decision?

Topic 2 - Our topic today is developer security and compliance. Let’s start by helping our listeners understand the problem. We hear all the time about developers wanting to go fast. Things like security and compliance can be an afterthought. Do you agree and is this the root of the problem or is it something else?

Topic 3 - Most organizations, especially smaller orgs or startups just getting going, they just want to get to MVP, what advice to you have for them in building security and compliance into their CI/CD pipelines so this becomes more programmatic?

Topic 4 - Security is certainly one angle, but probably just as important, if not more so is compliance. To make it slightly more difficult, compliance can mean many different things based on geography (SOC in US for instance). How do organizations staff for this and keep up with regulation changes? Or, maybe on the flip side, is this a common area where they are understaffed and need outside assistance?

Topic 5 - In security and compliance worlds there is often the concept of identification and discovery as one part, but remediation as the second part. Where and how does Vanta work with organizations to solve for both vectors?

Topic 6 - Automation, especially into CI/CD pipelines seems like a no-brainer here, but I would also add is this an area where AI/ML will come into play in the future?

Topic 7 - If folks want to dig in and learn more, how do you suggest they get started?

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Sunday, September 10, 2023

Digital Transformation meets its Liability moment

As digital transformations are happening to major industries, we’ve moved into an era where legal issues could become more prevalent than the technologies. 

SHOW: 752

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

CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"

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SHOW NOTES:


BREAK THE LAW NOW, AND ASK FOR FORGIVENESS LATER?

  • From ride-sharing to crypto to generative AI, the gray areas of the law or property ownership are at the center of the major digital transformations
  • The open source community is debating what is proper licensing, and should licensing ever change?
  • Are we at the beginning of LegalOps or LiabilityOps?

IS THE LIABILITY IN BUSINESS MODEL, IP, PRIVACY, FRAUD OR CORRUPTION

  • What are companies liable for? Fair-use of data? AI Models? AI recommendations? AI actions? 
  • What laws do cloud providers need to be concerned about? 
  • What do customers need to be concerned about?
  • What do systems-integrators need to be concerned about?


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Wednesday, September 6, 2023

Updates to Infrastructure as Code

Joe Duffy (@funcOfJoe, Co-Founder/CEO @PulumiCorp) talks about the evolution of infrastructure as code, the challenges of multi-cloud, and applying Generative AI to Ops.

SHOW: 751

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

NEW TO CLOUD? CHECK OUT - "CLOUDCAST BASICS"

SHOW SPONSORS:

  • Reduce the complexities of protecting your workloads and applications in a multi-cloud environment. Panoptica provides comprehensive cloud workload protection integrated with API security to protect the entire application lifecycle.  Learn more about Panoptica at panoptica.app
  • 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 - Welcome to the show. Tell us a little bit about your background. What made you found Pulumi and you have an extensive developer background at Microsoft as well.

Topic 2 - Pulumi’s been in the market for 6+ years and we first spoke 4 years ago. Has the IaC space “settled down”? Do you consider it still emerging, evolving, or mature at this point?

Topic 3 - We’re seeing a lot of organizations manage resources and infrastructure across multiple clouds. What are the big challenges of multiple vs. single clouds?

Topic 4 - Another big trend is of course Generative AI. You recently announced Pulumi Insights. Can you tell everyone about how this came to be and the problem you are trying to solve?

Topic 5 - Let’s talk about culture quickly. How do organizations, especially large organizations with many groups and tools, standardize tools and processes? What are the big hurdles that need to be overcome?

Topic 6 - OSS has been in the news lately, especially around the Terraform project. What are your thoughts on OSS and its place in IaC both today and going forward?

Topic 7 - We see you have a big webinar coming up. It looks to be a great place to dig in and get started. Tell everyone about it for those out there that want to know more.

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