The Cloudcast

It’s not a reach to say that we’re currently in a time of uncertainty, across technology, economic and political spectrums. But historically, times of uncertainty have often led to unexpected creativity.

SHOW: 873

SHOW TRANSCRIPT: The Cloudcast #873 Transcript

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SHOW NOTES:

STUFF THAT FEELS UNCERTAIN OR FRAGMENTED RIGHT NOW

• Transition of US political parties (regulation, leadership, reaction to the unknown, friend or foe of Silicon Valley)
• Stock market is somewhat bullish, but credit markets aren’t aligned
• Social media seems more fragmented (good & bad), so what does this do to information flows, learning, discussions, etc.
• Speculation is that AI LLM models are starting to plateau
• Cloud providers aren’t really talking about anything but AI
• VCs seem to be excited about the potential of acquisitions again, but who?
• Netflix can’t seem to figure out streaming live TV, at least at scale - but Amazon can?

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