Right now the news around GenAI seems scattered, all of the place, and confusing. Let’s dig into what’s working, what’s not, and where some future trends are heading.

SHOW: 902

SHOW TRANSCRIPT: The Cloudcast #902 Transcript

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

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SHOW NOTES:

• Most AI Investments Will Lose Money as Market Enters ‘Greed’ Cycle (Vinod Khasla, VC)
• My LLM CodeGen workflow (Harper Reed)
• "Gen AI: Too Much Spend, Too Little Benefit?" (Goldman Sachs)
• Microsoft cancels leases on Data Centers for AI
• NVIDIA announces Q4 earnings
• An interview about AI unknowns (Stratechery)

IF YOU’RE CONFUSED ABOUT AI, YOU’RE NOT ALONE.

• There is a ton of AI out there, but it’s not always simple
• There’s a ton of AI out there, but it’s not always affordable
• There’s a ton of AI out there, and sometimes it blows our mind
• There’s a ton of AI out there, and open source is starting to be disruptive (again)
• There’s a ton of AI out there, and people are trying to forecast a future that changing too fast
• There’s a ton of AI out there, and people are struggling with technology and politics overlapping so much

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