Between the bold predictions, VC economics, and rising usage-patterns are stories of limited ROIs, undefined use-cases and associated job losses. AI is in an awkward phase of maturity and it’s not clear how it will evolve into the next phase. SHOW: 962 SHOW TRANSCRIPT: The Cloudcast #962 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 SPECTRUM OF AI The early years of the Internet, we tried to replicate physical-based activities The early years of the Internet, the whole industry/world-economy wasn’t depending on “the next thing” The early years of AI, “the leaders” are talking about curing cancer and double human longevity Cloud had “lift and shift”; AI has “get everyone a GenAI license” Where is the middle? Where is the rational discussion? Massive Funding Massive # of Consumer Users From Ed to Sam, from Dario to Satya, from Jensen to Larry …. Big spectrums of opinions Unprofitable (except NVIDIA, Broadcom) Near monopoly of GPUs by NVIDIA Every couple months, the landscape seems to shift (OpenAI partners, Leading models, Questionable Enterprise ROI - lots of “we gave everyone GenAI, but we don’t know how to measure it” Companies are laying off workers, or avoiding hiring because of promises of AI Unknown “killer” use-cases beyond chatbots, therapy, developer-assistants, writing, document handling Today’s mantra is “Rub some AI Agents on it” FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod
