The Cloudcast

Massive Studios

The Cloudcast (@cloudcastpod) is the industry's #1 Cloud Computing podcast, and the place where Cloud meets AI.  Co-hosts Aaron Delp (@aarondelp) & Brian Gracely (@bgracely) speak with technology and business leaders that are shaping the future of business. Topics will include Cloud Computing | AI | AGI | ChatGPT | Open Source | AWS | Azure | GCP | Platform Engineering | DevOps | Big Data | ML | Security | Kubernetes | AppDev | SaaS | PaaS . 

  • 31 minutes 6 seconds
    AI Safety and Regulation

    Mark Collier (@sparkycollier, COO @openInfradev) talks about the advantages of open source AI and the intersection of OSS and AI transparency, safety, and potential regulations.

    SHOW: 821

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

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

    SPONSOR:

    SHOW NOTES:

    Topic 1 - Our topic for today is AI Safety and Regulation. I saw our guest speak at All Things Open here in Raleigh late last year and he is also a Cloudcast alumnus having been on the show previously talking about OpenStack and the OpenInfra Foundation. We’d like to welcome Mark Collier (Chief Operating Officer @ OpenInfra Foundation) for this discussion. Mark, welcome to the show.

    Topic 2 - There’s a lot of news today about AI safety and regulation. The industry also seems to be caught up in an AI arms race of who has the bigger model, faster model, etc. OpenAI have become the early category leader but they might have started with good intentions, but, contrary to their name, they aren’t open… at all.  One message in your talk is how open-source software will prevent the coming of the “AI overlords”. Tell everyone a bit of what you mean by this. What is the problem we are facing and many may not even realize it.

    Topic 3 - I don’t want to call you old (I think we are about the same age), but you’ve seen some things. You’ve also been around OSS and foundations for a bit now. How can open source solve the problem?

    Topic 4 - We hear a lot about AI regulation, but this seems to be a moving target. What is both the current and future state of AI regulation? In my opinion, we haven’t seen a lot of successful regulations to date. We saw recently the EU pass an AI Act. Is this the first of many? The start of a trend?

    Topic 5 - Let’s talk about the “day job”. What’s new with OpenInfra Foundation these days?

    Topic 6 -  OpenStack releases are still going strong and you’ve even run out of letters on OpenStack releases and have rolled around on the alphabet and are back to C. This is the 29th release of OpenStack. What’s the news for the Caracal release?

    FEEDBACK?

    15 May 2024, 5:00 am
  • 26 minutes 2 seconds
    Bringing Open Source to AI

    Happy Mothers Day! And let’s explore some new happenings at the intersection of open source and AI. 

    SHOW: 820

    SHOW TRANSCRIPT: The Cloudcast #820

    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:


    HAPPY MOTHERS DAY TO ALL THE MOMS

    • Call you mom, be good to your wife, and be a role model for the young girls in your life


    OPEN SOURCE MEETS AI

    • The big AI question: 1 model, or many models?
    • 2023 was the year of model diversity, and the beginnings of “open” models (Llama 2, Mistral, etc.)
    • Can we make it easier to contribute to an open model?
    • Can we create communities around models?
    • Can we reduce the costs of expensive parts of AI? 
    • How can businesses bring their knowledge to a model, without security concerns about their data? (options like RAG (retrieval augmented generation) exist)


    FEEDBACK?

    11 May 2024, 5:00 am
  • 26 minutes 59 seconds
    Front-End Clouds and Web Development

    Malte Ubl (@cramforce, CTO @Vercel) talks about Front-End web development and clouds, how AI impacts front-end infrastructure, and impacts to the business.

    SHOW: 819

    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 front-end development and front-end clouds, and we’ll also explore AI-generated front ends. Our guest is Malte Ubl, CTO at Vercel. Malte, welcome to the show. Give everyone a quick background on your time at Vercel and Google Search.

    Topic 2 - Let’s start at the start. We hear all the time about front-end developers and back-end developers. What is your definition of a front-end and, more specifically, a front-end cloud?

    Topic 3 - What are the most common use cases you see today? What problem are you solving when you talk to organizations?

    Topic 4 - How much of a front-end is typically integrated with 3rd party services, and how much is build your own?

    Topic 5 - Where does AI fit into this from a developer's perspective? Are we to the point where we can develop a front-end from a prompt?

    Topic 6 - Let’s talk about the business side of this. Do companies typically have a “front-end problem”? If so, what does it look like, and how do they know?

    FEEDBACK?

    8 May 2024, 12:00 pm
  • 24 minutes 22 seconds
    Identifying Leadership Traits to Follow

    What are the key characteristics and red flags with today’s leaders in the tech industry? How to identify the leadership skills, the team building skills, and the execution skills.

    SHOW: 818

    SHOW TRANSCRIPT: The Cloudcast #818

    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:


    WHERE ARE THE LEADERS IN THEIR CAREERS? 

    • Are they a 1st time manager?
    • Have they managed distributed teams? Managed multiple teams?
    • Have they managed a P&L? 
    • Have they had significant success in the past? What was their role?


    LEADERSHIP SKILLS, TEAM BUILDING, EXECUTION AND RED FLAGS

    • Are you joining an established “team” or group that’s worked together before?
    • Is the leader repeating a previous success, in a similar or different domain?
    • What motivates the leader? What is their view on competition?
    • What are the leader’s best skills? Do they recognize this? 
    • Does the leader augment their skills with the team around them? Do they recognize this?
    • Does your personality mesh with the team you’re joining, or are you expecting to be a change agent?



    FEEDBACK?

    5 May 2024, 5:00 am
  • 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
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