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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: 892 SHOW TRANSCRIPT: The Cloudcast #892 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" SHOW NOTES:
REACTING AND PLANNING WHEN SO MANY BIG ANNOUNCEMENTS ARE HAPPENING - Why 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?
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