In the history of technology era changes, things tend to change slowly at first, and then quickly all at once. We’ve now reached the beginning of the all-at-once era of AI change. SHOW: 974 SHOW TRANSCRIPT: The Cloudcast #974 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 SPONSORS: [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”. SHOW NOTES: The Benefit of Bubbles (Stratechery) Cube Research - Energy needs of AI Are we building AI for Progress or Power? (Prof G Markets) Amazon earnings call (Oct 2025) transcript Microsoft Azure earnings call (Oct 2025) transcript WHAT WAS THE LEADING AI TREND FOR EACH YEAR? 2022 - What is ChatGPT 2023 - What can GenAI do? (Jobs, Skills, etc.) 2024 - Alternatives to OpenAI and NVIDIA, Where is Google?, Where is AWS? 2025 - Open source in AI, AI Regulations, AI Partnerships, Deep Seek, AI Agents, AI Funding, AI Power Challenges, AI Gov’t Involvement 2026 - ??? FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod
