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The Cloudcast

Massive Studios

The Cloudcast is the industry's #1 independent Cloud Computing podcast. Since 2011, co-hosts Aaron Delp & Brian Gracely interview technology and business leaders that are shaping the future of business. Topics will include Cloud Computing | AI | AGI | ChatGPT | Open Source | AWS | Azure | GCP | Serverless | DevOps | Big Data | ML | Security | Kubernetes | AppDev | SaaS | PaaS . Also available, the "Cloudcast Basics" podcast (@cloudcastbasics), for anyone new to Cloud Computing.

  • 43 minutes 6 seconds
    Cloud News of the Month - April 2024

    Aaron (@aarondelp) and Brian (@bgracely) talk about all the major news stories in Cloud and AI from April 2024

    SHOW: 817

    TRANSCRIPT:     Cloudcast #817 - CNOTM - April 2024

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

    NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST -     "CLOUDCAST BASICS"

    SHOW NOTES: 

    Segments Covered in the Show:

    • Good Old Fashioned Cloud News
    • The AI Innovation Continues - Speed Round
    • Trend 1 - 2024 is going to be a year of big announcements
    • Trend 2 - We’re starting to see some (early) reality set in with AI
    • Trend 3 - Lots of things are being lost between Broadcom/VMware and AI discussions

    FEEDBACK?

    1 May 2024, 5:00 am
  • 32 minutes 28 seconds
    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: 816

    SHOW TRANSCRIPT:  The Cloudcast #816

    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:

    OPEN SOURCE IS A LICENSE, NOT A BUSINESS MODEL

    • There are rules around software licenses (e.g. Apache, GPL, etc.)
    • There are no rules about how people feel about software, creators or maintainers

    FREE, FREE TIERS, EXTENSIONS, CLONES

    • Red Flags: Writes most of the code, took VC funding (multiple rounds)
    • Green flags: Lots of diverse (companies) contributors
    • Yellow 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?

    28 April 2024, 5:00 am
  • 33 minutes 34 seconds
    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: 815

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

    NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST -     "CLOUDCAST BASICS"

    SHOW NOTES:

    Topic 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 show

    Topic 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?

    24 April 2024, 5:00 am
  • 21 minutes 51 seconds
    The Maintenance Episode

    For some strange reason, “maintenance” has been in the news quite a bit lately. Is there ever a time when maintenance is enjoyable, or appreciated? 

    SHOW: 814

    SHOW TRANSCRIPT: The Cloudcast #814

    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:

    IS MAINTENANCE EVER APPRECIATED OR ENJOYABLE?

    • Spent the day surrounded by maintenance activities (oil, AC, power-wash)
    • The costs of maintenance are real and opportunity
    • Maintenance often goes unappreciated and unseen
    • Naming: Release Notes, Technical Debt, Chaos Engineering

    TECHNICAL DEBT VS. MAINTENANCE

    • Should we encourage a lack of maintenance vs. innovation as a priority?
    • Should we encourage active maintenance with lower hard costs?
    • Is there a way to put respect on maintenance? (e.g. OSS maintainers)
    • Do we undervalue maintenance (e.g. Backup/Recovery, DisasterRecovery, etc.)?
    • What maintenance best practices do you use? What are the good and bad of them?

    FEEDBACK?

    21 April 2024, 5:00 am
  • 25 minutes 58 seconds
    Synthetic Data for AI

    Kalyan Veeramachaneni (@kveeramac, CEO/Founder @DataCebo) discusses the generation and value proposition of synthetic data for GenAI.

    SHOW: 813

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

    NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST -     "CLOUDCAST BASICS"

    SHOW NOTES:

    Topic 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 show

    Topic 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?

    17 April 2024, 5:00 am
  • 31 minutes 53 seconds
    The Fear and Excitement of Learning in a new era

    With the AI Era upon us, the challenge of trying to learn and make sense of the technologies, the business opportunities and the pitfalls is both exciting and equally terrifying.  

    SHOW: 812

    SHOW TRANSCRIPT: The Cloudcast #812

    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:

    WHEN WAS THE LAST TIME YOU REALLY LEARNED SOMETHING NEW IN TECH?

    • Cloud was all new, but not completely
    • The pace of cloud innovation seemed fast, but not in comparison to AI
    • The focus was around one cloud vs. a new source every week

    PICK A TOPIC, READ, BE CONFUSED, LOOK FOR CONFIRMATION, RINSE, REPEAT

    • Where to start the learning process? 
    • Where to pick a source of learning?(Coursera, MIT online, blogs/videos/search, etc.)
    • How to determine legitimacy of the sources? 
    • How far to learn before stopping to make sense? 
    • Trying to relate it to something you already know? 
    • How and when to ask questions? 

    FEEDBACK?



    14 April 2024, 5:00 am
  • 31 minutes 34 seconds
    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: 811

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

    NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST -     "CLOUDCAST BASICS"

    SHOW NOTES:

    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?

    10 April 2024, 5:00 am
  • 28 minutes 13 seconds
    Will Enterprise AI adoption patterns follow Enterprise Cloud adoption?

    What will be the adoption patterns for AI within the Enterprise? Will it follow the early days of Cloud Computing, or will new and different patterns emerge? 

    SHOW: 810

    SHOW TRANSCRIPT: Cloudcast #810 

    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:

    WHAT WERE THE PATTERNS FOR ENTERPRISE IT AND CLOUD?

    • Shadow IT
    • High-scalability or Short-term Projects (and experimentation)
    • Migration via “Cloud First” initiatives
    • Difficult stuff came last

    WHAT’S DIFFERENT ABOUT AI vs. CLOUD?

    • CPU to CPU was easier to calculate vs. CPU + GPU
    • Have we learned any lessons about how to value people's productivity?
    • Does Enterprise AI need a Crawl, Walk, Run scenario? Do they need to be sequential and linked? 
    • Are Enterprise AI use-cases well defined? 
    • How long is the Enterprise willing to fail at experiments? 
    • What’s the Enterprise tolerance for GenAI “flaws” (e.g. hallucinations, lack of citations, etc.)
    • Will GenAI rejuvenate Predictive AI projects in the Enterprise? 


    FEEDBACK?

    7 April 2024, 5:00 am
  • 33 minutes 24 seconds
    Cloud News of the Month - March 2024

    Aaron (@aarondelp) and Brian (@bgracely) discuss the biggest tech stories, announcements, and trends from March 2024.

    SHOW: 809
    SHOW TRANSCRIPT:     https://bit.ly/cloudcast-809-transcript

    CLOUD NEWS OF THE WEEK -     http://bit.ly/cloudcast-cnotw
    NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST -     "CLOUDCAST BASICS"

    SHOW NOTES:

    Segments Covered in the Show:

    • Good Old Fashioned Cloud News
    • The AI Innovation Continues - Speed Round
    • Trend 1 - KubeCon EU 2024
    • Trend 2 - Microsoft continues to branch out from OpenAI as a partner
    • Trend 3 - NVIDIA held a pretty massive GTC event

    FEEDBACK?

    3 April 2024, 5:00 am
  • 27 minutes 41 seconds
    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: 808

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

    CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"

    SHOW SPONSORS:


    SHOW NOTES:


    BROADCOM IS FITTING VMWARE INTO THEIR BUSINESS MODEL

    • At least with acquisitions, Broadcom has a well-defined set of business metrics they expect from their companies
    • Broadcom acts somewhere like private equity in terms of investment, innovation, revenue generation

    IT'S A BOLD STRATEGY BROADCOM, LET’S SEE IF IT PAYS OFF FOR THEM

    • In essence, the bet is that there is no replacement for VMware in the Enterprise
    • The timing is interesting with the shifting of budgets for AI projects
    • It 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?



    31 March 2024, 5:00 am
  • 26 minutes 9 seconds
    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 out

    SHOW: 807

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

    NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST -     "CLOUDCAST BASICS"

    SHOW SPONSORS:

    SHOW NOTES:

    Topic 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?

    27 March 2024, 5:00 am
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