Sarbjeet and Sarah host the podcast live and in person for the first time!
AWS re:Invent packed a punch in the hyperscaler prize fight over GenerativeAI and the hearts and minds of customers. With a swath of announcements from enhancements to Bedrock to the HuggingFace partnership for Sagemaker to the unexpected and controversially named Q, AWS clearly meant to erase any doubt that they are a front-runner in AI. Were they successful? Sarah and Sarbjeet discuss.
17 Nov 2023
Episode 09: What Blazed at Microsoft Ignite
In this special episode of F0r 1nstance, Sarbjeet and Sarah pour over the announcements at Microsoft Ignite, including new chips for AI and general purpose, the inescapable narrative around Copilot, reflections back to Google NEXT, and what it means for Microsoft's competitive position.
2 Nov 2023
Episode 08: Cloud Earnings, Semiconductor Earnings, Vacuums, and What They Tell Us about This Moment
Sarah and Sarbjeet get witty in this eighth episode of the For Instance podcast in which they discuss the successful PR efforts of Microsoft, Google's disappointing quarter and if it has longer term implications, and AWS' modest growth. Also, get ready to hear about semiconductor earnings and the companies that supply silicon to the cloud providers with a vacuum analogy for good measure.
20 Oct 2023
Episode 07: Alternative Energy, AI Chips to China, Hashicorp's Direction, and Tribute to Israel
Sarbjeet and Sarah pay tribute to the unfolding situation in Israel. Musings about news coming from Microsoft about the Activision acquisition and potential alternative energy sources for the datacenter, also the Biden administration's position on exports of AI chips to China. Updates on Hashicorp and what it means for the enterprise. Sarbjeet rants about Congress, sparking a lively exchange, and Sarah reaches back into American history for context. Reflections on the Israeli tech community.
6 Oct 2023
Episode 06: Cisco and Splunk, Three-Way GenAI Prize Fight, Huang’s Law, and More
Sarah and Sarbjeet pack it in on this episode of F0r 1nstance with a very lively news cycle— from Cisco’s acquisition of Splunk and what it means for Cisco’s networking narrative, to AWS and Google’s courting of Anthropic, Microsoft’s AI chip with AMD and their hedging on OpenAI, Nvidia’s audacious Huang’s Law, and per usual… much more.
21 Sept 2023
Episode 05: Oracle Exadata in Azure, Arm's Big IPO, Intel Innovation, and Qualcomm Hangs On
Somehow, the narrative in cloud computing is getting pulled back to semiconductors-- whether it's Oracle Exadata going to Azure with its hardware, Arm's IPO and its future, Intel's bid for relevance, Qualcomm's extended deal with Apple, or where and how you do ML inferencing. Sarah and Sarbjeet pack it in for this episode of F0r 1nstance!
7 Sept 2023
Episode 04: Outages, Gatekeepers, GPU Competition, and Autonomous Cars
Rolling into Episode 4, Sarah and Sarbjeet reflect on the Azure outage in Australia East, the EU's "gatekeeper" law and what that means for companies who do business on the app stores, BMW's big announcement with AWS, GPU performance and competition, and new earnings releases including jockeying in cloud security.
1 Sept 2023
Special Episode: What's NEXT for Google Cloud?
In this special episode of F0r 1nstance, Sarah and Sarbjeet delve through the major announcements from Google Cloud Next 2023 in San Francisco. Is Google Cloud on the right track, was their laser focus on AI too much or just right, and are they driving the right kind of attention for growth? Listen to find out.
25 Aug 2023
Episode 03: VMware Explore, the Changing Landscape of Semiconductors, and What Makes AI Generative
Sarbjeet covers his experience at VMware Explore and VMware's positioning post-acquisition, Sarah highlights more news in the continuing slug fest in semiconductors, conjecture about the many suitors courting Hugging Face, and thoughts about the value and value[s] of Generative AI-- landing the third episode of F0r 1nstance.
Show notes: https://docs.google.com/document/d/1tuflncafK03KB0XJ38tlv9FpzdxrJraq8z4o5vTsmuY/edit?pli=1
10 Aug 2023
Episode 02: Of Economics, Repatriation, and AWS’s Pursuit of Generative AI
On this second episode of F0r 1nstance podcast, Sarbjeet and Sarah unpack further earnings releases (expected, unexpected, intriguing, and concerning), philosophize about what truly makes a hybrid cloud and what drives repatriation, and speculate about how AWS is pursuing revenue growth with Generative AI.
28 Jul 2023
Episode 01: Sarbjeet and Sarah Kick Off
Sarbjeet and Sarah kick off the first episode of the podcast with discussion about new and continuing hot topics in cloud and AI in the past two weeks: the new FTC proposed guidelines for mergers and acquisitions, TSMC's postponement of manufacturing in their new Chandler, AZ site, earnings, Microsoft's AI-enhanced 365 and hosted Windows, and more.
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Spotify
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