Podcasts about Alibaba Cloud

This week Jim welcomes Rah Mahtani, the Head of Commercial Strategy US for Alibaba.com, the Chinese multinational technology company founded in 1999 by Jack Ma and 18 colleagues. Alibaba Group operates as a holding company for a wide array of businesses, including online retail, wholesale through Alibaba.com, logistics (Cainiao), cloud computing (Alibaba Cloud), and financial services (Ant Group). Alibaba.com is the world's largest B2B (business-to-business) platform.Rah has been at Alibaba for about 2.5 years, and was promoted to head of commercial strategy about two months ago. Before Alibaba, Rah had a career deeply grounded in social media and digital communications, with time at Volvo, Jack in the Box, and BMW's Mini brand. A graduate of Syracuse University, where he studied Industrial Design, Rah is a self-described lover of dogs, kids and candy. Tune in for a conversation with a marketer in the middle of the changing global trade landscape!---This week's episode is brought to you byDeloitte and StrawberryFrog.Learn more: https://strawberryfrog.com/jimSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Alibaba CloudとMeltingHackが開催したゲーム開発ハッカソン、Tokyo Game Jam 2025 Spring のイベントリポートをお届けします。

This week's podcast is about my visit to Alibaba Cloud headquarters in Hangzhou.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are the main points:1-Social and community platform commerce. Livestreaming (entertaining plus impulse shopping)Community platforms. Interest based social commerce.2-Discovery-driven customer experiences and conversational search. Not keywords. Focus on discovery phase and impulse purchases.AR/VR (image search is easy version)Hyper personalizationAI0driven browsing and conversational search3-Tools to level the playing field Chatbot for CSRLLMsContent generation for marketing  ——–I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show

La inteligencia artificial sigue avanzando a gran velocidad, y en este panorama, Qwen emerge como una opción innovadora en modelos de lenguaje. Desarrollado por Alibaba Cloud, este sistema multimodal no solo procesa y genera texto, sino que también maneja imágenes y audio, ofreciendo soluciones avanzadas tanto para usuarios individuales como para empresas. #InteligenciaArtificial #Qwen #Chatgpt #Deepseek #Tecnología

En este episodio, cubrimos las noticias más relevantes que están impactando los mercados financieros, la inteligencia artificial y la industria de la salud: Rebote en los mercados: Tras la venta masiva del lunes, el Nasdaq y el $SPX se recuperan con $NVDA subiendo un 5% en premercado. Analizamos el impacto de DeepSeek-R1 y la expectativa por los reportes de ganancias de $MSFT, $META, $TSLA y $AAPL. Energía e infraestructura en IA: Empresas como $VST, $CEG y $PWR se recuperan tras el sacudón tecnológico de DeepSeek. Exploramos cómo la infraestructura energética está evolucionando para soportar el crecimiento de la IA. $SOUN y su movimiento estratégico: SoundHound AI registra una oferta de valores por $500M, lo que presiona a la baja sus acciones. Discutimos las implicaciones de esta venta en el mercado y su estrategia de financiamiento. Alibaba Cloud compite en IA: $BABA lanza Qwen2.5-VL, un modelo que desafía a GPT-4o de $MSFT y Gemini 2.0 de $GOOG en análisis de texto e imágenes. Examinamos cómo Alibaba está posicionando su tecnología en sectores clave. Revolución en oncología: AstraZeneca ($AZN) y Daiichi Sankyo ($DSKYF) reciben aprobación de la FDA para Enhertu, una terapia innovadora contra el cáncer de mama metastásico. Analizamos su impacto en la industria y su potencial en otros tratamientos. Acompáñanos mientras desglosamos estas historias clave y su impacto en los mercados, la tecnología y la salud. ¡Un episodio lleno de información estratégica para inversionistas y entusiastas del sector!

This week's podcast is about Alibaba.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are the 4 engines:Re-Igniting Growth in Their Now Re-Organized Ecommerce BusinessAccelerating the Build Out of their Global Smart Logistics Network – Starting with Cross-Border Express DeliveryBig Investments in Alibaba Cloud. With Price Cuts to Push Adoption.Pioneering New and Game Changing GenAI Services---—I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

Shahin is joined by ANZ Regional VP of LogicMonitor, Caerl Murray, to chat about the nuances of developing a go-to-market strategy in ANZ as well as how to approach building a strong, successful team. This episode also covers... How to achieve messaging alignment between marketing and sales teamsHow to stand out to your customersAnd how team sport can help you approach business resilience and motivation About Caerl... Caerl Murray is an accomplished technology leader with over 20 years of experience in IT operations, cloud computing, and sales management across various industry verticals. Currently serving as the ANZ Regional Vice President at LogicMonitor, he is responsible for driving business operations and strategic growth in the region. Under his leadership, LogicMonitor's observability platform empowers organisations to enhance visibility across their technological landscapes, enabling them to focus on innovation rather than troubleshooting. Prior to this role, Caerl was the ANZ Sales Director at Alibaba Cloud, where he led a team dedicated to helping customers navigate the cloud ecosystem, particularly in Asia and China. His extensive experience also includes serving as National Sales Manager at Ricoh IT Services, where he managed a team of 16 sales professionals, focusing on strategic planning and business growth. With a Bachelor of Economics from the University of Sydney and a Graduate Certificate of Management from the Macquarie Graduate School of Management, Caerl combines academic expertise with practical experience. His career is marked by a commitment to customer success and a passion for leveraging technology to drive business results. Resources mentioned in this episode: Mindset - Carol DweckThe Brutal Truth - Brian Burns _________________

This week's podcast is about my interview with Dongliang Guo, Head of International at Alibaba Cloud.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are my 3 take-aways:Take-Away 1: Alibaba Cloud is Focused on the Infrastructure and Model Layers. It Is Differentiating its GenAI with an Open-Source Ecosystem (i.e., ModelScope) and Model Building Tools.Take-Away 2: Southeast Asia Cloud Computing is Being “Fixed”. And Also Reshaped for GenAI.Take-Away 3: GenAI Has Surprising High Impact Use Cases Everywhere.Cheers, Jeff-------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

大規模システムの実装から最新AIの活用まで、実践的な知見が詰まったカンファレンス。最先端のクラウドテクノロジーに触れる貴重な機会となりそうです。

During high-traffic seasons like Black Friday or a much-anticipated product launch, maintaining good digital experiences for customers is vital. We've all heard tales of floods of eager shoppers crashing a website during a major sale—leaving them unable to make their coveted purchases. To guard against a breakdown like this during high-traffic periods, companies sometimes use various traffic management strategies such as digital waiting rooms. In this episode, The Internet Report team discusses the pros and cons of traffic management and looks at the different techniques used by ticketing platforms for the upcoming Oasis reunion tour concerts. They also cover an AT&T issue that impacted Microsoft, as well as disruptions at Akamai, Alibaba Cloud, and Cloudflare. Listen to the full episode now or use the chapters below to skip to the sections that most interest you. CHAPTERS 00:00 Intro 00:54 Oasis Reunion Ticket Issues 10:16 Microsoft Outage 13:00 Akamai Outage 14:40 Alibaba Cloud Outage 16:28 Cloudflare Incident 17:40 Outage Trends: By the Numbers 18:40 Get in Touch ——— Want to get in touch? If you have questions, feedback, or guests you would like to see featured on the show, send us a note at InternetReport@thousandeyes.com. Or follow us on X: @thousandeyes ——— ABOUT THE INTERNET REPORT This is The Internet Report, a podcast uncovering what's working and what's breaking on the Internet—and why. Tune in to hear ThousandEyes' Internet experts dig into some of the most interesting outage events from the past couple weeks, discussing what went awry—was it the Internet, or an application issue? Plus, learn about the latest trends in ISP outages, cloud network outages, collaboration network outages, and more. Catch all the episodes on YouTube or your favorite podcast platform: - Apple Podcasts: https://podcasts.apple.com/us/podcast/the-internet-report/id1506984526 - Spotify: https://open.spotify.com/show/5ADFvqAtgsbYwk4JiZFqHQ?si=00e9c4b53aff4d08&nd=1&dlsi=eab65c9ea39d4773 - SoundCloud: https://soundcloud.com/ciscopodcastnetwork/sets/the-internet-report

During high-traffic seasons like Black Friday or a much-anticipated product launch, maintaining good digital experiences for customers is vital. We've all heard tales of floods of eager shoppers crashing a website during a major sale—leaving them unable to make their coveted purchases. To guard against a breakdown like this during high-traffic periods, companies sometimes use various traffic management strategies such as digital waiting rooms.In this episode, The Internet Report team discusses the pros and cons of traffic management and looks at the different techniques used by ticketing platforms for the upcoming Oasis reunion tour concerts. They also cover an AT&T issue that impacted Microsoft, as well as disruptions at Akamai, Alibaba Cloud, and Cloudflare.Listen to the full episode now or use the chapters below to skip to the sections that most interest you.CHAPTERS00:00 Intro00:54 Oasis Reunion Ticket Issues10:16 Microsoft Outage13:00 Akamai Outage14:40 Alibaba Cloud Outage16:28 Cloudflare Incident17:40 Outage Trends: By the Numbers18:40 Get in Touch———Want to get in touch?If you have questions, feedback, or guests you would like to see featured on the show, send us a note at InternetReport@thousandeyes.com. Or follow us on X: @thousandeyes

Key Moments: A journey from intern to CEO (05:10)Encouraging a harmonized relationship between humans and AI (09:58)Why embracing stress can drive urgency and effective change (17:18)Generative AI's impact on the skills landscape (30:39)Fostering a data-driven company culture (36:41)Embrace change, and quickly (40:25)Key Quotes: “AI does amazing things, like summarizations and semantic search. Humans do amazing things like curation of knowledge, making sure it's accurate, connecting the dots, and creating relationships. So bringing the power of humans-in-the loop, especially given a broader trust deficit, felt like the right thing to do at this point in time.”“I think ultimately what guides us is we want to be useful to our users and our customers. That's the guiding light. Because why do we exist as an organization or a community? We should all just go home. If we don't actually have a mission and purpose that adds value, then we don't have a purpose. So the question is, what is that? What is the highest purpose?”“When you think about the future of software development, there's a lot of doomsdayers about job losses. I think it's going to be the opposite. I think AI reduces the barrier to entry. I think a lot of people will be “developers”, even though they may be doing very different things.”Mentions: WeAreDevelopers World Congress 2023 OverflowAIOverflow API Stack Overflow for TeamsAmp It Up Book Bio: Prashanth Chandrasekar is Chief Executive Officer of Stack Overflow and is responsible for driving Stack Overflow's overall strategic direction and results.Prashanth is a proven technology executive with extensive experience leading and scaling high-growth global organizations. Previously, he served as Senior Vice President & General Manager of Rackspace's Cloud & Infrastructure Services portfolio of businesses, including the Managed Public Clouds, Private Clouds, Colocation and Managed Security businesses. Before that, Prashanth held a range of senior leadership roles at Rackspace including Senior Vice President & General Manager of Rackspace's high growth, global business focused on the world's leading Public Clouds including Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform (GCP) and Alibaba Cloud, which became the fastest growing business in Rackspace's history. Prior to joining Rackspace, Prashanth was a Vice President at Barclays Investment Bank, focused on providing Strategic and Mergers & Acquisitions (M&A) advice for clients in the Technology, Media and Telecom (TMT) industries.  Hear more from Cindi Howson here. Sponsored by ThoughtSpot.

This week, we explore the reasons behind the slowdown in DevOps adoption, compare open-source and proprietary foundation models, and discuss how AI might simplify CI/CD implementation. Additionally, Matt takes on an Australian history quiz. Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=5xmarzk5aw8) 474 (https://www.youtube.com/watch?v=5xmarzk5aw8) Runner-up Titles No silver bullets If you aspire for nothing, you're done. We can hang out with the boulder at the bottom Who owns the black box You have to want to put in the effort Anyone on the bleeding edge is going to bleed Rundown A Eulogy for DevOps (https://matduggan.com/a-eulogy-for-devops/) DevOps Isn't Dead, but It's Not in Great Health Either (https://thenewstack.io/devops-isnt-dead-but-its-not-in-great-health-either/) The InfraRed Report from Redpoint (https://www.redpoint.com/infrared/report/) Dan Davies Explains Why Accountability Sinks Are Everywhere Now (https://www.bloomberg.com/news/articles/2024-07-01/dan-davies-explains-why-accountability-sinks-are-everywhere-now) Relevant to your Interests Indonesia won't pay an $8 million ransom after a cyberattack compromised its national data center (https://apnews.com/article/indonesia-ransomware-attack-national-data-center-213c14c6cc69d7b66815e58478f64cee) Odaseva raises $54M to secure Salesforce users (https://techcrunch.com/2024/06/27/odasevas-founder-once-solved-a-security-gap-for-saleforces-biggest-customer-now-hes-raised-54m-to-secure-all-of-its-users/) More YouTube Premium plans are coming (https://www.theverge.com/2024/6/27/24187590/youtube-premium-subscription-more-plans) Alibaba Cloud closing Australian and Indian datacenters (https://www.theregister.com/2024/07/01/alibaba_cloud_closes_india_australia/) Apple Poised to Get OpenAI Board Observer Role as Part of AI Pact (https://www.bloomberg.com/news/articles/2024-07-02/apple-to-get-openai-board-observer-role-as-part-of-ai-agreement) How Big Tech is swallowing the AI industry (https://www.theverge.com/2024/7/1/24190060/amazon-adept-ai-acquisition-playbook-microsoft-inflection) Apple Poised to Get OpenAI Board Observer Role as Part of AI Pact (https://www.bloomberg.com/news/articles/2024-07-02/apple-to-get-openai-board-observer-role-as-part-of-ai-agreement) Infrastructure as Code Landscape Overview 2024 (https://medium.com/@bgrant0607/infrastructure-as-code-landscape-overview-2024-a066124e5989) Infrastructure as Code reminds me of “make run-all” (https://medium.com/@bgrant0607/infrastructure-as-code-reminds-me-of-make-run-all-15eb6628f306) Is NVIDIA like Sun from the Dot Com Bubble? / Oxide (https://oxide.computer/podcasts/oxide-and-friends/1973013) “Everything's frozen”: Ransomware locks credit union users out of bank accounts (https://arstechnica.com/tech-policy/2024/07/everythings-frozen-ransomware-locks-credit-union-users-out-of-bank-accounts/) Exclusive-Vista Equity in talks to hand over Pluralsight to creditors, sources s (https://finance.yahoo.com/news/exclusive-vista-equity-talks-hand-183356419.html) Nonsense Faces made of living skin make robots smile (https://www.bbc.com/news/articles/cedd3208veyo) Mandatory Texas vehicle safety inspections end in six months (https://www.kxan.com/news/texas/mandatory-texas-vehicle-safety-inspections-end-in-six-months/) Costco's bold new plan for the California housing crisis (https://www.sfgate.com/la/article/costco-housing-apartments-south-la-19541521.php?utm_source=substack&utm_medium=email) Conferences DevOpsDays Birmingham (https://devopsdays.org/events/2024-birmingham-al/welcome/), August 19–21, 2024 DevOpsDays Antwerp (https://devopsdays.org/events/2024-antwerp/welcome/), 15th anniversary, Sep 4th-5th. SpringOne (https://springone.io/?utm_source=cote&utm_campaign=devrel&utm_medium=newsletter&utm_content=newsletterUpcoming)/VMware Explore US (https://blogs.vmware.com/explore/2024/04/23/want-to-attend-vmware-explore-convince-your-manager-with-these/?utm_source=cote&utm_campaign=devrel&utm_medium=newsletter&utm_content=newsletterUpcoming), August 26–29, 2024 SREday London 2024 (https://sreday.com/2024-london/), September 19th to 20th, Coté speaking. 20% off with the code SRE20DAY (https://sreday.com/2024-london/#tickets) SDT news & hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you free laptop stickers! Follow us: Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk), Instagram (https://www.instagram.com/softwaredefinedtalk/), Mastodon (https://hachyderm.io/@softwaredefinedtalk), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk), Threads (https://www.threads.net/@softwaredefinedtalk) and YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured). Use the code SDT to get $20 off Coté's book, Digital WTF (https://leanpub.com/digitalwtf/c/sdt), so $5 total. Become a sponsor of Software Defined Talk (https://www.softwaredefinedtalk.com/ads)! Recommendations Brandon: House of Dragons Season 2 (https://www.hbo.com/house-of-the-dragon) Cloud News of the Month - June 2024 (https://www.thecloudcast.net/2024/07/cloud-news-of-month-june-2024.html) Photo Credits Header (https://unsplash.com/photos/brown-sail-ship-on-sea-during-sunset-1suNZRcP3AY) Artwork (https://miro.medium.com/v2/resize:fit:640/format:webp/1*rQh4nSRu3CV3vqThSKI49A.jpeg)

Internationalization is the order of the day for many retailers and brands. However, for around two and a half years now, the focus has been on profitability rather than just growth.  This is because many companies have already had the painful experience of finding that although they can sell abroad, the whole thing is anything but profitable. This is because every market has its own characteristics: different customer preferences and buying habits, different price levels, different storage and logistics costs, different returns behavior, etc. This makes the leap across the border very complex to implement, even - or especially - via marketplaces. Technical solutions such as marketplace middleware or the services of a full-service marketplace integrator can help. One such provider is ChannelEngine, sponsor partner of Marketplace Universe. ChannelEngine can connect more than 950 marketplaces and social media platforms via its solution and process the business there. In the new episode 65, Valerie talks to Dexter van Hofwegen, Director Sales EMEA at ChannelEngine, about the strategic considerations required for successful internationalization, how to reduce the complexity of the various country characteristics, which cost drivers need to be taken into account, how to calculate worthwhile minimum selling prices and how meaningful KPIs on seller performance, delivery times and returns can provide support. Note from our sponsor partner Allegro: Marketplace Universe also stands for further education for marketplace people. On June 5th the first webinar will take place in cooperation with our sponsor Allegro. The topic: “How to scale your Marketplace Business across CEE using Allegro's platform” - in short, retailers and brands will learn how to sell successfully in Poland and Central Eastern Europe on the Allegro marketplace. If this is exciting for you, make a note of this date in your calendar: When: Wednesday, June 5, 2024, 9:00 - 10:00 a.m. Where: Online Who: Emilia Gregorczyk, Business Development Partner at Allegro and Valerie How: Free of charge by pre-registration. Click here to register! Newsflash: The French luxury brand conglomerate LVMH will extend its partnership with Alibaba and start using Alibaba's technology Alibaba Cloud to help improve supply chain processes and customer insights. The British marketplace OnBuy is starting its internationalization this summer with platforms in 10 new countries, expanding to 30 countries total by the end of 2025. TikTok Shop will start earlier in continental Europe than expected and is now speaking about launching “this summer”. The company has already started to invite merchants to beta-tests in Germany, France, Italy and Spain. The compliance specialist Avalara has canceled its cooperation with Amazon. Previously, Avalara had handled the advance VAT returns for sellers on the Amazon Marketplace as part of its partnership with Amazon. Now, several sources reported that the cooperation will end on November 1st. More news every week in “Marketplace Universe Weekly”, the newsletter from Marketplace Universe. Subscribe now! Chapters 00:00 Introduction 08:44 Focus on Profitable International Expansion 13:14 Newsflash 22:19 Introduction to Channel Engine and Marketplace Integrators 26:50 International Expansion and Cost Considerations 28:39 First Steps for International Expansion 30:29 Calculating Minimum Prices and Determining Strategy 34:39 Different Business Cases and Profitability Drivers 36:31 Volume vs Profitability in International Expansion 42:34 Calculating Minimum Prices for Profitability 45:05 Visibility, Volume, and Profitability 51:43 Hybrid Selling and Collaboration 53:34 Key Considerations for Internationalization and Profitability

Alibaba es un gigante. Aquí en España conocemos a dos de sus proyectos a usuario final: Aliexpress primero y Miravia, más recientemente. Pero tienen otros proyectos B2C como Trendyol, con fuerte presencia en Turquía; o Lazada, muy grande en el sureste asiatico; por no hablar de los mastodontes que tienen en su tierra natal en China: Tmall y Taobao. Es el dueño de la logística Cainiao, tienen división de servicios en la nube (Alibaba Cloud). Suena mucho al ecosistema global de Amazon, ¿verdad? y todo eso nació de Alibaba.com. Alibaba.com era y sigue siendo un proyecto B2B. Una especie de feria digital donde conocer fabricantes y distribuidores, para contactarlos y pedir presupuesto, sin transaccional online. Al principio, y yo confieso que los tenía ubicados aún así, era la plataforma que usaban las empresas de cualquier parte del mundo para comprar productos chinos. Pero en base a eso, Alibaba.com ha dado un paso más. Ya tiene a los compradores de todo el mundo. ¿Por qué venderles productos solo de origen chino? Y ahora su foco está en completar la oferta de productos con empresas vendedoras de fuera de China. Esto es: tú, que nos escuchas, que eres fabricante o distribuidor en España o Latam, podrías empezar a usar Alibaba.com como plataforma para vender, en formato B2B, a cualquier parte del mundo. no solo, ni siquiera principalmente a China. Vamos a ver cómo funciona Alibaba.com con su Senior Business Development Manager para España, Arianna Iseppi. Su email es: arianna.iseppi@alibaba-inc.com.  Enlaces de interés: [Beloved sponsor]: BigCommerce, la plataforma OpenSaaS de comercio electrónico: https://bigcommerce.es/?utm_medium=referral&utm_source=third-party-M4C&utm_campaign=dg_emea_es_mme_acq_mm-core_fa_vid_2024_q1_podc-3_intl&utm_content=b2b Curso de IA aplicada al negocio digital de M4C Academy: https://academy.marketing4ecommerce.net/curso-especialista-en-ia-para-ecommerce/

Alibaba Group Holding Limited continues to make strides in the e-commerce and tech industry, as highlighted in their latest earnings call. The company reported a 7% increase in total consolidated revenue for Q4 2024, reaching RMB 221.9 billion, despite facing challenges such as a decline in non-GAAP net income. Alibaba's financial strategies, including a share repurchase program, demonstrate its ability to navigate complex financial situations and maintain profitability.The company's adaptability and innovation have been crucial to its ongoing success, evident in the double-digit growth of Taobao and Tmall's GMV year-over-year. Alibaba stated its commitment to bolstering SME success by making it easier for them to advertise and ensuring a solid return on investment for their marketing investments. The company acknowledged adjusting algorithms and training models to enhance ROI for merchants.Alibaba's competitive pricing strategies and investments in user experience have increased quarterly buyer numbers and purchase frequency, solidifying its market position. The shift towards refining cloud product offerings, particularly public cloud services, has resulted in robust revenue growth in this sector. The explosive growth in AI-related revenues underscores the strategic significance of Alibaba's investments in technology.Alibaba's ability to align its strategies with consumer behavior changes in the competitive Chinese market has been instrumental in its GMV growth across Taobao and Tmall platforms. This achievement stems from offering a diverse product range, optimizing efficiency, enhancing conversion rates, and attracting customers, reflecting a customer-first philosophy.Looking ahead, Alibaba plans to continue its strategic focus on developing an AI-driven, user-centric approach, including enhancing product supply, maintaining competitive pricing, and improving service quality. Alibaba Cloud will prioritize harnessing technological advancements, with AI exploration being a critical focus area. The company aims to invest in international e-commerce platforms and expand Cainiao's global logistics network to fortify its customer service proposition.While Alibaba's recent financial performance and adherence to core business strategies project resilient and consistent growth, the company's future success will depend on its ability to navigate market shifts through technology adoption and platform growth, as well as its sensitivity to consumer preferences and strategic future planning. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theearningscall.substack.com

Blu 4.0 Podcast - 2024-4-2 [00:00:00] 8:14 pm - Blu 4.0 [01:00:00] 9:14 pm - Blu 4.0 [02:00:00] 10:14 pm - Blu 4.0See omnystudio.com/listener for privacy information.

Dans cet épisode, 4 actualités sont décodées. La première porte sur les fabricants de semi-conducteurs tels que TSMC, menacés par le changement climatique et surtout les pénuries d'eau qui se multiplient, et risque d'entraîner des retards de production ainsi qu'une hausse de prix. La deuxième actualité concerne Alibaba Cloud, qui a annoncé baisser drastiquement ses prix pour gagner en compétitivité et attirer de plus en plus de sociétés et de développeurs de l'intelligence artificielle. Sans oublier : Japan Airlines lance un service de drone pour les zones isolées, et les plaintes s'amoncellent contre Meta sur son abonnement en Europe.Les épisodes de Signaux faibles sont disponibles sur Siècle Digital et les plateformes de streaming. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

This week's podcast is a deep dive into Alibaba Cloud, a leading provider of cloud and intelligence services. They recently had an AI and Big Data Summit in Singapore.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.———–I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

The Alibaba Group recently publicized the data from their latest earnings report. During the call, CEO Toby Xu outlined a progress update to investors stating, "We see the early success of the execution of our strategy because as we announced earlier this year, the strategy for Taobao and Tmall is user-centric. We need to build up the supply for all our consumers, particularly for the price-competitive product. This early success shows the effectiveness of our executed strategy." Contrary to their recent attention on Artificial Intelligence (AI), the predominant themes of this earnings call revolved around e-commerce, improvements in customer shopping experiences, advancements in cloud computing, and overall growth strategies. Notably, AI was not significantly addressed during this call, with no specific case studies concerning this latest earnings call being highlighted. Alibaba has continued to show a sound financial performance. As reported during the call, the company's total consolidated revenue has experienced a growth rate of 5%, climbing to RMB260.3 billion. Furthermore, their consolidated adjusted EBITDA grew by 2%, reaching RMB52.8 billion. The company maintains a substantial net cash position of RMB487 billion, reinforcing its strong financial status. A notable contributor to Alibaba's success is the implementation of a user-centric strategy and competitive pricing in the realms of Taobao and Tmall Group. These aspects have been instrumental in driving year-on-year growth in gross merchandise volume (GMV). The International Commerce initiative has also aided in revenue growth through the expansion of cross-border offerings and prominence given to improved shopping experiences. Additionally, developments in the Cainiao smart logistics network and cross-border logistics fulfillment solutions have strengthened Alibaba's performance. In cloud computing, the focus of Alibaba Cloud on public cloud services and the optimization of its business structure has yielded improved profitability. Looking at the company's future undertakings, Alibaba projects continued investment in their core areas of operations such as e-commerce and cloud computing to foster growth. They aim to launch initiatives associated with product supply, competitive pricing, efficiency, and quality service enhancement in Taobao and Tmall Group. Though the company's recent focus on AI does not tie directly with the themes of the Last Quarter Earnings Call Analysis, they are demonstrating solid financial performance, adherence to a user-centric strategy, and committed investments in essential areas. By preserving the focus on e-commerce, cloud computing, and enhancing shareholder value, and responding effectively to evolving consumer trends, Alibaba is positioning itself for long-term growth and profitability. However, this assessment is based on the current status quo and may be subject to change with evolving business and market conditions. As with any business prediction, this projection should be treated as an educated assumption, not an absolute guarantee. BABA Company info: https://finance.yahoo.com/quote/BABA/profile For more PSFK research : www.psfk.com  This email has been published and shared for the purpose of business research and is not intended as investment advice.

Join us as we cover some more info on Prisma Cloud and specifically how it can help with Alibaba Container Registry.

Recent changes appeared to trigger a series of events for two peering points internationally—with very different impacts. Tune in to learn more about these incidents, why they differed, and the lessons they leave. Mike Hicks, Principal Solutions Analyst at ThousandEyes, will also cover the latest outage numbers and explore other recent incidents, including an Oracle Cloud outage and a duo of disruptions at Alibaba Cloud. For more insights, check out these links: - The Internet Report: Pulse Update Blog: https://www.thousandeyes.com/blog/internet-report-pulse-update-peering-issues?utm_source=soundcloud&utm_medium=referral&utm_campaign=na_fy24q2_internetreportpulse24_podcast - Interested in more outage analysis? Check out our Internet Outages Timeline, which covers several notable Internet outages and application issues from the past year, along with the lessons they leave: https://www.thousandeyes.com/resources/internet-outages-timeline?utm_source=soundcloud&utm_medium=referral&utm_campaign=na_fy24q2_internetreportpulse24_podcast ——— CHAPTERS 00:00 Intro 00:45 Optus Outage 02:07 AMS-IX Outage 06:50 Oracle Cloud Outage 08:39 Duo of Alibaba Cloud Incidents 09:44 By the Numbers 13:13 Get in Touch ——— Want to get in touch? If you have questions, feedback, or guests you would like to see featured on the show, send us a note at InternetReport@thousandeyes.com. Or follow us on X: @thousandeyes ——— ABOUT THE INTERNET REPORT: This is the Internet Report, a podcast uncovering what's working and what's breaking on the Internet—and why. Tune in every other week for the Pulse Update series to hear from the Internet experts at ThousandEyes as they share the latest data on ISP outages, public cloud provider network outages, collaboration app network outages, and more. Then, the hosts dig into the most interesting outage events from the prior week, examining popular service outages and discussing what went awry—was it the Internet, or an application issue?

Recent changes appeared to trigger a series of events for two peering points internationally—with very different impacts. Tune in to learn more about these incidents, why they differed, and the lessons they leave.Mike Hicks, Principal Solutions Analyst at ThousandEyes, will also cover the latest outage numbers and explore other recent incidents, including an Oracle Cloud outage and a duo of disruptions at Alibaba Cloud.Interested in more outage analysis? Check out our Internet Outages Timeline, which covers several notable Internet outages and application issues from the past year, along with the lessons they leave: https://www.thousandeyes.com/resources/internet-outages-timeline?utm_source=transistor&utm_medium=referral&utm_campaign=na_fy24q2_internetreportpulse24_podcast———CHAPTERS00:00 Intro00:45 Optus Outage02:07 AMS-IX Outage06:50 Oracle Cloud Outage08:39 Duo of Alibaba Cloud Incidents 09:44 By the Numbers13:13 Get in Touch———Want to get in touch?If you have questions, feedback, or guests you would like to see featured on the show, send us a note at InternetReport@thousandeyes.com. Or follow us on X: @thousandeyes

This Alibaba stock (BABA stock) update analyzes why Alibaba CEO Daniel Zhang has quit, just as he was about to transition to lead Alibaba Cloud ahead of its planned spinoff. Next we look at the news that the planned Freshippo IPO is being delayed, and the reason why. Finally, we examine the news that legendary investor George Soros has bought some BABA stock, and we look at which other super-investors currently own BABA stock. Timestamps 00:00 Three Alibaba news highlights 00:19 Alibaba CEO Daniel Zhang steps down 03:28 Zhang Leaving Alibaba but not really 06:03 Why is Freshippo IPO is being delayed 07:21 How the BABA stock price has reacted 08:22 Investor George Soros buys Alibaba stock 11:34 Other super-investors who own BABA stock Related episodes: Alibaba Earnings  - Return to Growth! | BABA Stock https://youtu.be/cxh_-fCWjxU Alibaba Reveals Break-Up Plan | Big BABA Stock Upside https://youtu.be/spwgEGJlxmc Alibaba Update: Cloud Spinoff & More Coming https://youtu.be/KBQBNM_-icI?si=8i7oVVANrZUH3yuI The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the show, thanks! I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

This Alibaba stock (BABA stock) update analyzes why Alibaba CEO Daniel Zhang has quit, just as he was about to transition to lead Alibaba Cloud ahead of its planned spinoff. Next we look at the news that the planned Freshippo IPO is being delayed, and the reason why. Finally, we examine the news that legendary investor George Soros has bought some BABA stock, and we look at which other super-investors currently own BABA stock. Timestamps 00:00 Three Alibaba news highlights 00:19 Alibaba CEO Daniel Zhang steps down 03:28 Zhang Leaving Alibaba but not really 06:03 Why is Freshippo IPO is being delayed 07:21 How the BABA stock price has reacted 08:22 Investor George Soros buys Alibaba stock 11:34 Other super-investors who own BABA stock Related episodes: Alibaba Earnings  - Return to Growth! | BABA Stock https://youtu.be/cxh_-fCWjxU Alibaba Reveals Break-Up Plan | Big BABA Stock Upside https://youtu.be/spwgEGJlxmc Alibaba Update: Cloud Spinoff & More Coming https://youtu.be/KBQBNM_-icI?si=8i7oVVANrZUH3yuI The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the show, thanks! I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Welcome episode 226 of the Cloud Pod podcast - where the forecast is always cloudy! This week Justin, Matt and Ryan chat about all the news and announcements from Google Next, including - surprise surprise - the hot topic of AI, GKE Enterprise, Duet, Co-Pilot, Code Whisperer and more! There's even some non-Next news thrown into the episode. So whether you're interested in BART or Bard, we've got the news from SF just for you.  Titles we almost went with this week:

Listen to today's top stories, with context, in just 15 minutes. Subscribe and rate our podcast here:Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Retomamos la sección de los jueves ya acabando las vacaciones con el estado de las últimas noticias más impactantes del mundo ecommerce. Comentamos cómo ha afectado la pandemia en el crecimiento y asentamiento del ecommerce según un último informe y la estimación de compradores en comercio electrónico para 2027. Continuamos con los cambios que se aventura hacer Tik Tok Shop para poder aumentar el volumen en comercio electrónico en los próximos meses y de otras noticias interesantes donde la IA tiene especial protagonismo. Destacar las descripciones mediante Inteligencia Artificial que está aplicando Miravia o los dos nuevos modelos de IA que ha lanzado Alibaba Cloud, entre otras noticias interesantes. Newsletter: https://ecosistemaecommerce.com/newsletter/ Web: https://ecosistemaecommerce.com/ Linkedin: https://www.linkedin.com/in/javierlopezrod/ Facebook: https://www.facebook.com/ecosistemaecommerce Twitter: https://twitter.com/ecosistemaecomm Youtube: https://www.youtube.com/channel/UCE2zroaDzTVZRwNOh5Ma9cg

We hope you enjoy our entrepreneur podcast! To help us grow, please subscribe to our podcast and follow us on TikTok, YouTube, Instagram, Facebook and/or LinkedIn. It's the best way we can keep bringing in quality guests.WE SPEAK TO: Kai Yuan NeoMeet Kai, a software engineer, Stanford graduate, and founder and CEO of Rocket Academy, an online coding boot camp started and based in Singapore. With his impressive background in software engineering, from an internship at Facebook and AliBaba Cloud, to working with startups in America and Southeast Asia, Kai started Rocket Academy after witnessing a gap in the software engineering talent market. Other than his goal to equip talents with relevant tools that are in demand in the industry and job market, Rocket Academy also strives to provide an avenue for those without a tertiary education in Computer Science to switch careers and kickstart their journey into software engineering. With a splendid record of 100% success rate in getting employment offers for their graduates, Kai believes in giving back to his community by drawing on his experience to provide not only academic support but also moral support and employability skills to Rocket Academy's graduates to ensure their success.LinkedIn | Facebook | Twitter | Instagram | YouTubeWE'RE DRINKING:David - ProseccoTerng - WhiskeyKai - herbal drink for his cough WE CHAT ABOUT:Why Kai chose to start an EdTech companyThe increasing demand for software engineers vs the gap in skills in talentsThe future of software technology hiring trendWhy Kai is optimistic about the future of hiring in the computer science industry in the age of AI like ChatGPTHow does Rocket Academy achieve the 100% employability rateRocket Academy's approach on their education model and their prioritiesTheory-centric courses vs Project-centric courses in tertiary educationLessons in the Space Jam movieKai's experience interning at Meta and Alibaba Cloud and how that influenced the courses in Rocket AcademyKai's input on Elon Musk's doomsday outlook on the future of AIWhat kind of resources and what kind of talent is needed to create AI productsKai's life advice for budding entrepreneurs GUEST'S BOOK RECOMMENDATIONS:Robert Kuok, a MemoirAuthor : Robert Kuok & Andrew TanzerShoe Dog: A Memoir by the Creator of NikeAuthor: Phil KnightThe Ride of a Lifetime: Lessons Learned from 15 Years as CEO of the Walt Disney CompanyAuthor: Robert IgerVisit our book recommendations section for more books from our guestsFIND OUT MORE ABOUT KAIKai's LinkedInRocket Academy's website

Drop 1: MAS estende projeto Guardianhttps://asianbankingandfinance.net/news/mas-forms-project-guardian-industry-group-11-fishttps://twitter.com/7gioeth/status/1674046545186938883Drop 2: BIS Projeto Marianahttps://www.bis.org/about/bisih/topics/cbdc/mariana.htmhttps://thedefiant.io/bis-leverages-curve-s-amm-technology-for-cbdc-testDrop 3: Reino Unido formaliza nova lei para o mercado financeiro https://www.coindesk.com/policy/2023/06/29/uk-crypto-stablecoin-rules-receive-royal-assent-passing-into-law/https://www.gov.uk/government/news/rocket-boost-for-uk-economy-as-financial-services-and-markets-bill-receives-royal-assent .. More: MIT Technology Review vai lancar coleção de NFTs para promover as ciências usando a solução da MobiUphttps://blocktrends.com.br/mit-colecao-nfts/HSBC HK oferece ETFs de BTC e ETHhttps://www.theblock.co/post/236325/hsbc-hong-kong-bitcoin-ether-crypto-etfsNear e Alibaba Cloud fecham parceria para crescer presença de web3 na Ásiahttps://www.coindesk.com/business/2023/06/26/embargo-26th-june-7am-bst-near-foundation-partners-with-alibaba-cloud-to-accelerate-web3-growth/Animoca se junta a Celo Blockchain no seu Aliança para Prosperidade https://www.animocabrands.com/animoca-brands-joins-celo-ecosystem-to-accelerate-web3-adoptionBanco Inter inicia trading de cripto via B3 Digitashttps://braziljournal.com/inter-entra-em-cripto-para-fidelizar-clientes/BC Suíço vai lançar piloto de wCBDC na SDXhttps://www.reuters.com/markets/currencies/snb-launch-digital-currency-pilot-chairman-2023-06-26/Ripio recebe aprovação para operar na Espanhahttps://twitter.com/sserrano44/status/1673698527938002947CEx Deribit adota Copper ClearLoop https://copper.co/insights/company-news/deribit-and-copper-bolster-longstanding-clearloop-partnership-with-legalSardine lança consórcio contra fraudes em pagamentos https://www.businesswire.com/news/home/20230627661327/en/%C2%A0Sardine-Launches-Industry-Wide-Consortium-to-Curb-The-Rapid-Rise-of-Payment-FraudChainlink integra oracle na rede Celohttps://www.coindesk.com/tech/2023/06/28/chainlink-data-feeds-go-live-on-celoWarner e Polygon Labs lançam acelerador web3 para músicahttps://decrypt.co/146533/warner-music-polygon-labs-launch-blockchain-music-acceleratorBialetti lança NFTs para amantes de café https://en.cryptonomist.ch/2023/06/28/web3-bialetti-launches-nft-collection/Laser Digital, braço de crypto da Nomura, adquire Elysium Technology para melhorar a experiência de post tradinghttps://www.theblock.co/post/236961/nomuras-laser-digital-acquires-digital-asset-trading-firm-elysium-technologyPolygon anuncia detalhes de seu plano de upgrade para versão 2.0https://thedefiant.io/polygon-plans-to-merge-pos-chain-with-zkevmPesquisa da Bitso/Blockews/Cantarino traz dados sobre as mulheres em criptohttps://einvestidor.estadao.com.br/comportamento/criptomoedas-investimentos-mulheres-homens-pesquisa/?amp Meu conteúdo em inglês https://bi.11fs.com/Me sigam em blockdrops.lens e na newsletter do linkedin https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7056680685142454272 --- Send in a voice message: https://podcasters.spotify.com/pod/show/blockdropspodcast/message

Today's blockchain and cryptocurrency news Bitcoin is up slightly at $30,364 Eth is down slightly at $1,880 Binance Coin is up slightly at $238 Binance reverses privacy coin decision in EU. Hut8 takes $50M secured loan from Coinbase MAS in Singapore wants to promote the use of digital asset technologies to enhance traditional financial systems Japan tax agency clarifies that issuers will not be required to pay capital gains taxes on unrealized gains Near Foundation teams up with Alibaba Cloud. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the newest episode of The Cloud Pod podcast! Justin, Ryan, Jonathan, Matthew are your hosts this week as we discuss all things cloud and AI, as well as Amazon Detective, SageMaker, AWS Documentation, and Google Workstation.  Titles we almost went with (and there's a lot this week)

"But if you look at Generative AI, that is fundamentally a different way that technology came about and it required a lot of investment without knowing what was going to transpire. So I've talked to a couple of people who are affiliated with various top AI labs in China, and I asked them the same question 'Well, why didn't you guys not create this?' And the universal answer was... honestly OpenAI themselves probably had no idea what was going to happen." - Rui Ma   Fresh out of the studio, Rui Ma, China tech analyst and creator of Tech Buzz China, joined us to discuss how the China tech giants are evolving after the regulatory crackdown in the past three years. We start the conversation by examining why China missed the boat on ChatGPT with the tech giants now chasing after the same technology with their own variations. Next, we start to examine the key questions that everyone from the rest of the world wants to know about China tech from the possibility of a Tik Tok ban in the US to Tencent might follow suit from Alibaba in splitting their current conglomerate structure into different companies.   Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G.Thomas Craig (@gthomascraig, LinkedIn).

Alibaba anunció que su segmento Alibaba Cloud tendrá su propio chatbot similar a ChatGPT, Amazon implementará una nueva tasa para algunas devoluciones en tiendas UPS con el fin de compensar los costos de devolución. El departamento de defensa está investigando lo que podría ser la mayor filtración de datos desde el escándalo de WikiLeaks en 2013. $BABA $AMZN $KMX $NEM

遅くなったディスクをみつける Alibaba Cloud の実験について向井が読みました。

听众朋友你好呀，《创业内幕》第四季终于做到了最后一期，这一季，这一年，我想我们都经历了很多事，感谢有你，陪伴我们度过了这段不平凡的时光，同时也要感谢这四年来、所有听众对《创业内幕》的支持。稍作休整过后，《创业内幕》第五季将在2023年春天上线，敬请期待。如果各位在接下来几个月里依然想要听到来自GGV的高质量创业话题内容，推荐各位收听由GGV纪源资本出品的另一档专题类播客节目《GGV投资笔记》。搜索节目名称即可订阅收听。《创业内幕》第四季收官之作，我们请来了一位重磅嘉宾和我们一起畅谈出海东南亚市场的故事。你了解“云市场”在国内和海外目前的布局吗？企业想要出海至东南亚，应该注意哪些问题？今天的重磅嘉宾就是阿里云新加坡大区的总经理王宇德博士，他将和主持人Lily以及GGV业务拓展总监赵航聊一聊阿里云在东南亚地区的出海之道。【01：55】王宇德介绍自己的个人经历【09：45】2015年国内与新加坡的“云市场”情况【13：31】Alibaba Cloud在东南亚其他国家的布局【14：37】Alibaba Cloud如何适应新加坡的政策要求【16：07】国家之间的区别会带来哪些有趣的故事【19：40】Alibaba Cloud在帮助本地公司出海上有哪些布局【24：18】如何获得第一个大客户的信任【27：15】东南亚云市场的竞争格局里面主要有哪些玩家【28：05】对于中小企业有哪些特殊的服务【30：12】有哪些针对新加坡的本地化服务【33：33】未来云计算的应用需求会发生哪些改变【36：12】对于想要出海至东南亚的公司的建议【41：32】花名文化如何融入东南亚市场【43：48】推荐《从0到1》《创业内幕》粉丝群已经开通在这里，你可以跟节目制作人/主持人直接沟通，也可以第一时间了解到GGV线下活动动态，见到GGV纪源资本的投资人，结交其他互联网圈子里的小伙伴。入群方式：1）添加微信号"cynmxzs"（“创业内幕小助手”首字母）为好友，并在好友请求中标注“创业”2）把你的全名和职称发给创业小助手如果您想约访谈，请添加小助手微信，并附上访谈嘉宾简介，小助手将帮您对接。

⛓ Bist du an DeFi oder NFTs interessiert? Jetzt Kurse buchen bluealpineresearch.com/kurse 

This week's podcast is about cloud business models. It's a complicated and evolving subject. But I am trying to identify good cloud business models that aren't obvious (like AWS, Azure and Google Cloud). Alibaba Cloud and Snowflake are examples.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here are four sub-types of Coordination Platforms.Communication. Zoom, Slack, etc.Data Intelligence. Snowflake and Confluent.Team Projects. Manual and complicated projects like architecture, media creation, software development.Operational Automation.Here are cloud business models I like:Innovation platformsCoordination platforms (especially when combined with innovation platforms).Vertical solutions———-Related articles:Why I Really Like Amazon's Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article)3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article)Why Netflix and Amazon Prime Don't Have Long-Term Power. (2 of 2) (US-Asia Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:Platforms: CoordinationPlatforms: InnovationCloud servicesFrom the Company Library, companies for this article are:Alibaba CloudSnowflake——–I write, speak and consult about digital strategy and transformation.My book Moats and Marathons details how to measure competitive advantage in digital businesses.I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show

PostgreSQL is a free and open-source relational database management system. Postgres-based databases are widespread and are used by a variety of organizations, from Reddit to the International Space Station, and Postgres databases are a common offering from cloud providers such as AWS, Alibaba Cloud, and Heroku. Neon is a serverless open-source alternative to AWS Aurora The post Open-source Serverless Postgres with Nikita Shamgunov appeared first on Software Engineering Daily.

PostgreSQL is a free and open-source relational database management system. Postgres-based databases are widespread and are used by a variety of organizations, from Reddit to the International Space Station, and Postgres databases are a common offering from cloud providers such as AWS, Alibaba Cloud, and Heroku. Neon is a serverless open-source alternative to AWS Aurora The post Open-source Serverless Postgres with Nikita Shamgunov appeared first on Software Engineering Daily.

Julian Liebenberg – Chief: Cloud Platform Solutions, BCX

Alibaba is known for its sprawling e-commerce empire, but like Amazon, cloud service has been a big driver of its revenues in recent years.

Alibaba is known for its sprawling e-commerce empire, but like Amazon, cloud service has been a big driver of its revenues in recent years.

"If you look at the tech universe revolves around the U S and China, I spent a lot time almost 10 years in the [Silicon] valley ecosystem. But I haven't really seen the China technology ecosystem. So I was really curious on how it works, how is it like, how is it different? There was like a great opportunity for me to learn and see how it worked from the inside." - Yaw Yeo Fresh out of the studio, Yaw Yeo, an angel investor joined us to discuss his experiences on working in two high growth technology companies from the US and China covering the Asia Pacific region. He shared the similarities and differences between technology companies from the US and China and how they perceived the Southeast Asia market. Last but not least, Yaw shared his perspectives as an angel investor in Southeast Asia and reflected on the changing landscape of angel investing in the last decade. Podcast Information:The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Sound credits for the intro and end music: "Run it" by DJ Snake, Rick Ross and Rich Brian and the episode is mixed & edited by Geoffrey Thomas Craig (LinkedIn).

About LizLiz Rice is Chief Open Source Officer with cloud native networking and security specialists Isovalent, creators of the Cilium eBPF-based networking project. She is chair of the CNCF's Technical Oversight Committee, and was Co-Chair of KubeCon + CloudNativeCon in 2018. She is also the author of Container Security, published by O'Reilly.She has a wealth of software development, team, and product management experience from working on network protocols and distributed systems, and in digital technology sectors such as VOD, music, and VoIP. When not writing code, or talking about it, Liz loves riding bikes in places with better weather than her native London, and competing in virtual races on Zwift.Links: Isovalent: https://isovalent.com/ Container Security: https://www.amazon.com/Container-Security-Fundamental-Containerized-Applications/dp/1492056707/ Twitter: https://twitter.com/lizrice GitHub: https://github.com/lizrice Cilium and eBPF Slack: http://slack.cilium.io/ CNCF Slack: https://cloud-native.slack.com/join/shared_invite/zt-11yzivnzq-hs12vUAYFZmnqE3r7ILz9A TranscriptAnnouncer: Hello, and welcome to Screaming in the Cloud with your host, Chief Cloud Economist at The Duckbill Group, Corey Quinn. This weekly show features conversations with people doing interesting work in the world of cloud, thoughtful commentary on the state of the technical world, and ridiculous titles for which Corey refuses to apologize. This is Screaming in the Cloud.Corey: Today's episode is brought to you in part by our friends at MinIO the high-performance Kubernetes native object store that's built for the multi-cloud, creating a consistent data storage layer for your public cloud instances, your private cloud instances, and even your edge instances, depending upon what the heck you're defining those as, which depends probably on where you work. It's getting that unified is one of the greatest challenges facing developers and architects today. It requires S3 compatibility, enterprise-grade security and resiliency, the speed to run any workload, and the footprint to run anywhere, and that's exactly what MinIO offers. With superb read speeds in excess of 360 gigs and 100 megabyte binary that doesn't eat all the data you've gotten on the system, it's exactly what you've been looking for. Check it out today at min.io/download, and see for yourself. That's min.io/download, and be sure to tell them that I sent you.Corey: This episode is sponsored in part by our friends at Sysdig. Sysdig is the solution for securing DevOps. They have a blog post that went up recently about how an insecure AWS Lambda function could be used as a pivot point to get access into your environment. They've also gone deep in-depth with a bunch of other approaches to how DevOps and security are inextricably linked. To learn more, visit sysdig.com and tell them I sent you. That's S-Y-S-D-I-G dot com. My thanks to them for their continued support of this ridiculous nonsense.Corey: Welcome to Screaming in the Cloud. I'm Corey Quinn. One of the interesting things about hanging out in the cloud ecosystem as long as I have and as, I guess, closely tied to Amazon as I have been, is that you learned that you never quite are able to pronounce things the way that people pronounce them internally. In-house pronunciations are always a thing. My guest today is Liz Rice, the Chief Open Source Officer at Isovalent, and they're responsible for, among other things, the Cilium open-source project, which is around eBPF, which I can only assume is internally pronounced as ‘Ehbehpf'. Liz, thank you for joining me today and suffering my pronunciation slings and arrows.Liz: I have never heard ‘Ehbehpf' before, but I may have to adopt it. That's great.Corey: You also are currently—in a term that is winding down if I'm not misunderstanding—you were the co-chair of KubeCon and CloudNativeCon at the CNCF, and you are also currently on the technical oversight committee for the foundation.Liz: Yeah, yeah. I'm currently the chair, in fact, of the technical oversight committee.Corey: And now that Amazon has joined, I assumed that they had taken their horrible pronunciation habits, like calling AMIs ‘Ah-mies' and whatnot, and started spreading them throughout the ecosystem with wild abandon.Liz: Are we going to have to start calling CNCF ‘Ka'Nff' or something?Corey: Exactly. They're very frugal, by which I mean they never buy a vowel. So yeah, it tends to be an ongoing challenge. Joking and all the rest aside, let's start, I guess, at the macro view. The CNCF does an awful lot of stuff, where if you look at the CNCF landscape, for example, like, I think some of my jokes on the internet go a bit too far, but you look at this thing and last time I checked, there were something like four or 500 different players in various spaces.And it's a very useful diagram, don't get me wrong by any stretch of the imagination, but it also is one of those things that is so staggeringly vast that I've got a level with you on this one, given my old, ancient sysadmin roots, “The hell with it. I'm going to run some VMs in a three-tiered architecture just like grandma and grandpa used to do,” and call it good. Not really how the industry is evolved, but it's overwhelming.Liz: But that might be the right solution for your use case so, you know, don't knock it if it works.Corey: Oh, yeah. If it's a terrible architecture and it works, is it really that terrible of an architecture? One wonders.Liz: Yeah, yeah. I mean, I'm definitely not one of those people who thinks, you know, every solution has the same—you know, is solved by the same hammer, you know, all problems are not the same nail. So, I am a big fan of a lot of the CNCF projects, but that doesn't mean to say I think those are the only ways to deploy software. You know, there are plenty of things like Lambda are a really great example of something that is super useful and very applicable for lots of applications and for lots of development teams. Not necessarily the right solution for everything. And for other people, they need all the bells and whistles that something like Kubernetes gives them. You know, horses for courses.Corey: It's very easy for me to make fun of just about any company or service or product, but the thing that always makes me set that aside and get down to brass tacks has been, “Okay, great. You can build whatever you want. You can tell whatever glorious marketing narrative you wish to craft, but let's talk to a real customer because once we do that, then if you're solving a problem that someone is having in the wild, okay, now it's no longer just this theoretical exercise and PowerPoint. Now, let's actually figure out how things work when the rubber meets the road.”So, let's start, I guess, with… I'll leave it to you. Isovalent are the creators of the Cilium eBPF-based networking project.Liz: Yeah.Corey: And eBPF is the part of that I think I'm the most familiar with having heard the term. Would you rather start on the company side or on the eBPF side?Liz: Oh, I don't mind. Let's—why don't we start with eBPF? Yeah.Corey: Cool. So easy, ridiculous question. I know that it's extremely important because Brendan Gregg periodically gets on stage and tells amazing stories about this; the last time he did stuff like that, I went stumbling down into the rabbit hole of DTrace, and I have never fully regretted doing that, nor completely forgiven him. What is eBPF?Liz: So, it stands for extended Berkeley Packet Filter, and we can pretty much just throw away those words because it's not terribly helpful. What eBPF allows you to do is to run custom programs inside the kernel. So, we can trigger these programs to run, maybe because a network packet arrived, or because a particular function within the kernel has been called, or a tracepoint has been hit. There are tons of places you can attach these programs to, or events you can attach programs to.And when that event happens, you can run your custom code. And that can change the behavior of the kernel, which is, you know, great power and great responsibility, but incredibly powerful. So Brendan, for example, has done a ton of really great pioneering work showing how you can attach these eBPF programs to events, use that to collect metrics, and lo and behold, you have amazing visibility into what's happening in your system. And he's built tons of different tools for observing everything from, I don't know, memory use to file opens to—there's just endless, dozens and dozens of tools that Brendan, I think, was probably the first to build. And now this sort of new generations of eBPF-based tooling that are kind of taking that legacy, turning them into maybe more, going to say user-friendly interfaces, you know, with GUIs, and hooking them up to metrics platforms, and in the case of Cilium, using it for networking and hooking it into Kubernetes identities, and making the information about network flows meaningful in the context of Kubernetes, where things like IP addresses are ephemeral and not very useful for very long; I mean, they just change at any moment.Corey: I guess I'm trying to figure out what part of the stack this winds up applying to because you talk about, at least to my mind, it sounds like a few different levels all at once: You talk about running code inside of the kernel, which is really close to the hardware—it's oh, great. It's adventures in assembly is almost what I'm hearing here—but then you also talk about using this with GUIs, for example, and operating on individual packets to run custom programs. When you talk about running custom programs, are we talking things that are a bit closer to, “Oh, modify this one field of that packet and then call it good,” or are you talking, “Now, we launch Microsoft Word.”Liz: Much more the former category. So yeah, let's inspect this packet and maybe change it a bit, or send it to a different—you know, maybe it was going to go to one interface, but we're going to send it to a different interface; maybe we're going to modify that packet; maybe we're going to throw the packet on the floor because we don't—there's really great security use cases for inspecting packets and saying, “This is a bad packet, I do not want to see this packet, I'm just going to discard it.” And there's some, what they call ‘Packet of Death' vulnerabilities that have been mitigated in that way. And the real beauty of it is you just load these programs dynamically. So, you can change the kernel or on the fly and affect that behavior, just immediately have an effect.If there are processes already running, they get instrumented immediately. So, maybe you run a BPF program to spot when a file is opened. New processes, existing processes, containerized processes, it doesn't matter; they'll all be detected by your program if it's observing file open events.Corey: Is this primarily used from a security perspective? Is it used for—what are the common use cases for something like this?Liz: There's three main buckets, I would say: Networking, observability, and security. And in Cilium, we're kind of involved in some aspects of all those three things, and there are plenty of other projects that are also focusing on one or other of those aspects.Corey: This is where when, I guess, the challenge I run into the whole CNCF landscape is, it's like, I think the danger is when I started down this path that I'm on now, I realized that, “Oh, I have to learn what all the different AWS services do.” This was widely regarded as a mistake. They are not Pokémon; I do not need to catch them all. The CNCF landscape applies very similarly in that respect. What is the real-world problem space for which eBPF and/or things like Cilium that leverage eBPF—because eBPF does sound fairly low-level—that turn this into something that solves a problem people have? In other words, what is the problem that Cilium should be the go-to answer for when someone says, “I have this thing that hurts.”Liz: So, at one level, Cilium is a networking solution. So, it's Kubernetes CNI. You plug it in to provide connectivity between your applications that are running in pods. Those pods have to talk to each other somehow and Cilium will connect those pods together for you in a very efficient way. One of the really interesting things about eBPF and networking is we can bypass some of the networking stack.So, if we are running in containers, we're running our applications in containers in pods, and those pods usually will have their own networking namespace. And that means they've got their own networking stack. So, a packet that arrives on your machine has to go through the networking stack on that host machine, go across a virtual interface into your pod, and then go through the networking stack in that pod. And that's kind of inefficient. But with eBPF, we can look at the packet the moment it's come into the kernel—in fact in some cases, if you have the right networking interfaces, you can do it while it's still on the network interface card—so you look at that packet and say, “Well, I know what pod that's destined for, I can just send it straight there.” I don't have to go through the whole networking stack in the kernel because I already know exactly where it's going. And that has some real performance improvements.Corey: That makes sense. In my explorations—we'll call it—with Kubernetes, it feels like the universe—at least at the time I went looking into it—was, “Step One, here's how to wind up launching Kubernetes to run a blog.” Which is a bit like using a chainsaw to wind up cutting a sandwich. Okay, massively overpowered but I get the basic idea, like, “Okay, what's project Step Two?” It's like, “Oh, great. Go build Google.”Liz: [laugh].Corey: Okay, great. It feels like there's some intermediary steps that have been sort of glossed over here. And at the small-scale that I kicked the tires on, things like networking performance never even entered the equation; it was more about get the thing up and running. But yeah, at scale, when you start seeing huge numbers of containers being orchestrated across a wide variety of hosts that has serious repercussions and explains an awful lot. Is this the sort of thing that gets leveraged by cloud providers themselves, is it something that gets built in mostly on-prem environments, or is it something that rides in, almost, user-land for most of these use cases that customers coming to bringing to those environments? I'm sorry, users, not customers. I'm too used to the Amazonian phrasing of everyone as a customer. No, no, they are users in an open-source project.Liz: [laugh]. Yeah, so if you're using GKE, the GKE Dataplane V2 is using Cilium. Alibaba Cloud uses Cilium. AWS is using Cilium for EKS Anywhere. So, these are really, I think, great signals that it's super scalable.And it's also not just about the connectivity, but also about being able to see your network flows and debug them. Because, like you say, that day one, your blog is up and running, and day two, you've got some DNS issue that you need to debug, and how are you going to do that? And because Cilium is working with Kubernetes, so it knows about the individual pods, and it's aware of the IP addresses for those pods, and it can map those to, you know, what's the pod, what service is that pod involved with. And we have a component of Cilium called Hubble that gives you the flows, the network flows, between services. So, you know, we've probably all seen diagrams showing Service A talking to Service B, Service C, some external connectivity, and Hubble can show you those flows between services and the outside world, regardless of how the IP addresses may be changing underneath you, and aggregating network flows into those services that make sense to a human who's looking at a Kubernetes deployment.Corey: A running gag that I've had is that one of the drawbacks and appeals of Kubernetes, all at once, is that it lets you cosplay as a cloud provider, even if you don't happen to work for one of them. And there's a bit of truth to it, but let's be serious here, despite what a lot of the cloud providers would wish us to believe via a bunch of marketing, there's a tremendous number of data center environments out there, hybrid environments, and companies that are in those environments are not somehow laggards, or left behind technologically, or struggling to digitally transform. Believe it or not—I know it's not a common narrative—but large companies generally don't employ people who lack critical thinking skills and strategic insight. There's usually a reason that things are the way that they are and when you don't understand that my default approach is that, oh context that gets missing, so I want to preface this with the idea there is nothing wrong in those environments. But in a purely cloud-native environment—which means that I'm very proud about having no single points of failure as I have everything routing to a single credit card that pays the cloud providers—great. What is the story for Cilium if I'm using, effectively, the managed Kubernetes options that Name Any Cloud Provider will provide for me these days? Is it at that point no longer for me or is it something that instead expresses itself in ways I'm not seeing, yet?Liz: Yeah, so I think, as an open-source project—and it is the only CNI that's at incubation level or beyond, so you know, it's CNCF-supported networking solution; you can use it out of the box, you can use it for your tiny blog application if you've decided to run that on Kubernetes, you can do so—things start to get much more interesting at scale. I mean, that… continuum between you know, there are people purely on managed services, there are people who are purely in the cloud, hybrid cloud is a real thing, and there are plenty of businesses who have good reasons to have some things in their own data centers, something's in the public cloud, things distributed around the world, so they need connectivity between those. And Cilium will solve a lot of those problems for you in the open-source, but also, if you're telco scale and you have things like BGP networks between your data centers, then that's where the paid versions of Cilium, the enterprise versions of Cilium, can help you out. And, as Isovalent, that's our business model to have, like—we fully support or we contribute a lot of resources into the open-source Cilium, and we want that to be the best networking solution for anybody, but if you are an enterprise who wants those extra bells and whistles, and the kind of scale that, you know, a telco, or a massive retailer, or a large media organization, or name your vertical, then we have solutions for that as well. And I think it was one of the really interesting things about the eBPF side of it is that, you know, we're not bound to just Kubernetes, you know? We run in the kernel, and it just so happens that we have that Kubernetes interface for allocating IP addresses to endpoints that happened to be pods. But—Corey: So, back to my crappy pile of VMs—because the hell with all this newfangled container nonsense—I can still benefit from something like Cilium?Liz: Exactly, yeah. And there's plenty of people using it for just load-balancing, which, why not have an eBPF-based high-performance load balancer?Corey: Hang on, that's taking me a second to work my way through. What is the programming language for eBPF? It is something custom?Liz: Right. So, when you load your BPF program into the kernel, it's in the form of eBPF bytecode. There are people who write an eBPF bytecode by hand; I am not one of those people.Corey: There are people who used to be able to write Sendmail configs without running through the M four preprocessor, and I don't understand those people either.Liz: [laugh]. So, our choices are—well, it has to be a language that can be compiled into that bytecode, and at the moment, there are two options: C, and more recently, Rust. So, the C code, I'm much more familiar with writing BPF code in C, it's slightly limited. So, because these BPF programs have to be safe to run, they go through a verification process which checks that you're not going to crash the kernel, that you're not going to end up in some hardware loop, and basically make your machine completely unresponsive, we also have to know that BPF programs, you know, they'll only access memory that they're supposed to and that they can't mess up other processes. So, there's this BPF verification step that checks for example that you always check that a pointer isn't nil before you dereference it.And if you try and use a pointer in your C code, it might compile perfectly, but when you come to load it into the kernel, it gets rejected because you forgot to check that it was non-null before.Corey: You try and run it, the whole thing segfaults, you see the word ‘fault' there and well, I guess blameless just went out the window there.Liz: [laugh]. Well, this is the thing: You cannot segfault in the kernel, you know, or at least that's a bad [day 00:19:11]. [laugh].Corey: You say that, but I'm very bad with computers, let's be clear here. There's always a way to misuse things horribly enough.Liz: It's a challenge. It's pretty easy to segfault if you're writing a kernel module. But maybe we should put that out as a challenge for the listener, to try to write something that crashes the kernel from within an eBPF because there's a lot of very smart people.Corey: Right now the blood just drained from anyone who's listening, in the kernel space or the InfoSec space, I imagine.Liz: Exactly. Some of my colleagues at Isovalent are thinking, “Oh, no. What's she brought on here?” [laugh].Corey: What have you done? Please correct me if I'm misunderstanding this. So, eBPF is a very low-level tool that requires certain amounts of braining in order [laugh] to use appropriately. That can be a heavy lift for a lot of us who don't live in those spaces. Cilium distills this down into something that is all a lot more usable and understandable for folks, and then beyond that, you wind up with Isovalent, that winds up effectively productizing and packaging this into something that becomes a lot more closer to turnkey. Is that directionally accurate?Liz: Yes, I would say that's true. And there are also some other intermediate steps, like the CLI tools that Brendan Gregg did, where you can—I mean, a CLI is still fairly low-level, but it's not as low-level as writing the eBPF code yourself. And you can be quite in-dep—you know, if you know what things you want to observe in the kernel, you don't necessarily have to know how to write the eBPF code to do it, but if you've got these fairly low-level tools to do it. You're absolutely right that very few people will need to write their own… BPF code to run in the kernel.Corey: Let's move below the surface level of awareness; the same way that most of us don't need to know how to compile our own kernel in this day and age.Liz: Exactly.Corey: A few people very much do, but because of their hard work, the rest of us do not.Liz: Exactly. And for most of us, we just take the kernel for granted. You know, most people writing applications, it doesn't really matter if—they're just using abstractions that do things like open files for them, or create network connections, or write messages to the screen, you don't need to know exactly how that's accomplished through the kernel. Unless you want to get into the details of how to observe it with eBPF or something like that.Corey: I'm much happier not knowing some of the details. I did a deep dive once into Linux system kernel internals, based on an incredibly well-written but also obnoxiously slash suspiciously thick O'Reilly book, Linux Systems Internalsand it was one of those, like, halfway through, “Can I please be excused? My brain is full.” It's one of those things that I don't use most of it on a day-to-day basis, but it's solidified by understanding of what the computer is actually doing in a way that I will always be grateful for.Liz: Mmm, and there are tens of millions of lines of code in the Linux kernel, so anyone who can internalize any of that is basically a superhero. [laugh].Corey: I have nothing but respect for people who can pull that off.Corey: Couchbase Capella Database-as-a-Service is flexible, full-featured and fully managed with built in access via key-value, SQL, and full-text search. Flexible JSON documents aligned to your applications and workloads. Build faster with blazing fast in-memory performance and automated replication and scaling while reducing cost. Capella has the best price performance of any fully managed document database. Visit couchbase.com/screaminginthecloud to try Capella today for free and be up and running in three minutes with no credit card required. Couchbase Capella: make your data sing.In your day job, quote-unquote—which is sort of a weird thing to say, given that you are working at an open-source company; in fact, you are the Chief Open Source Officer, so what you're doing in the community, what you're exploring on the open-source project side of things, it is all interrelated. I tend to have trouble myself figuring out where my job starts and stops most weeks; I'm sympathetic to it. What inspired you folks to launch a company that is, “Ah, we're going to be in the open-source space?” Especially during a time when there's been a lot of pushback, in some respects, about the evolution of open-source and the rise of large cloud providers, where is open-source a viable strategy or a tactic to get to an outcome that is pleasing for all parties?Liz: Mmm. So, I wasn't there at the beginning, for the Isovalent journey, and Cilium has been around for five or six years, now, at this point. I very strongly believe in open-source as an effective way of developing technology—good technology—and getting really good feedback and, kind of, optimizing the speed at which you can innovate. But I think it's very important that businesses don't think—if you're giving away your code, you cannot also sell your code; you have to have some other thing that adds value. Maybe that's some extra code, like in the Isovalent example, the enterprise-related enhancements that we have that aren't part of the open-source distribution.There's plenty of other ways that people can add value to open-source. They can do training, they can do managed services, there's all sorts of different—support was the classic example. But I think it's extremely important that businesses don't just expect that I can write a bunch of open-source code, and somehow magically, through building up a whole load of users, I will find a way to monetize that.Corey: A bunch of nerds will build my product for me on nights and weekends. Yeah, that's a bit of an outmoded way of thinking about these things.Liz: Yeah exactly. And I think it's not like everybody has perfect ability to predict the future and you might start a business—Corey: And I have a lot of sympathy for companies who originally started with the idea of, “Well, we are the project leads. We know this code the best, therefore we are the best people in the world to run this as a service.” The rise of the hyperscale cloud providers has called that into significant question. And I feel for them because it's difficult to completely pivot your business model when you're already a publicly-traded company. That's a very fraught and challenging thing to do. It means that you're left with a bunch of options, none of them great.Cilium as a project is not that old, neither is Isovalent, but it's new enough in the iterative process, that you were able to avoid that particular pitfall. Instead, you're looking at some level of making this understandable and useful to humans, almost the point where it disappears from their level of awareness that they need to think about. There's huge value in something like that. Do you think that there is a future in which projects and companies built upon projects that follow this model are similarly going to be having challenges with hyperscale cloud providers, or other emergent threats to the ecosystem—sorry, ‘threat' is an unfair and unkind word here—but changes to the ecosystem, as we see the world evolving in ways that most of us did not foresee?Liz: Yeah, we've certainly seen some examples in the last year or two, I guess, of companies that maybe didn't anticipate, and who necessarily has a crystal ball to anticipate how cloud providers might use their software? And I think in some cases, the cloud providers has not always been the most generous or most community-minded in their approach to how they've done that. But I think for a company, like Isovalent, our strong point is talent. It would be extremely rare to find the level of expertise in, you know, what is a pretty specialized area. You know, the people at Isovalent who are working on Cilium are also working on eBPF itself, and that level of expertise is, I think, pretty unrivaled.So, we're in such a new space with eBPF, we've only in the last year or so, got to the point where pretty much everyone is running a kernel that's new enough to use eBPF. Startups do have a kind of agility that I think gives them an advantage, which I hope we'll be able to capitalize on. I think sometimes when businesses get upset about their code being used, they probably could have anticipated it. You know, if it's open-source, people will use your software, and you have to think of that.Corey: “What do you mean you're using the thing we gave away for free and you're not paying us to use it?”Liz: Yeah.Corey: “Uh, did you hear what you just said?” Some of this was predictable, let's be fair.Liz: Yeah, and I think you really have to, as a responsible business, think about, well, what does happen if they use all the open-source code? You know, is that a problem? And as far as we're concerned, everybody using Cilium is a fantastic… thing. We fully welcome everyone using Cilium as their data plane because the vast majority of them would use that open-source code, and that would be great, but there will be people who need that extra features and the expertise that I think we're in a unique position to provide. So, I joined Isovalent just about a year ago, and I did that because I believe in the technology, I believe in the company, I believe in, you know, the foundations that it has in open-source.It's a very much an open-source first organization, which I love, and that resonates with me and how I think we can be successful. So, you know, I don't have that crystal ball. I hope I'm right, we'll find out. We should do this again, you know, a couple of years and see how that's panning out. [laugh].Corey: I'll book out the date now.Liz: [laugh].Corey: Looking back at our conversation just now, you talked about open-source, and business strategy and how that's going to be evolving. We talked about the company, we talked about an incredibly in-depth, technical product that honestly goes significantly beyond my current level of technical awareness. And at no point in any of those aspects of the conversation did you talk about it in a way that I did not understand, nor did you come off in any way as condescending. In fact, you wrote an O'Reilly book on Container Security that's written very much the same way. How did you learn to do that? Because it is, frankly, an incredibly rare skill.Liz: Oh, thank you. Yeah, I think I have never been a fan of jargon. I've never liked it when people use a complicated acronym, or really early days in my career, there was a bit of a running joke about how everything was TLAs. And you think, well, I understand why we use an acronym to shorten things, but I don't think we need to assume that everybody knows what everything stands for. Why can't we explain things in simple language? Why can't we just use ordinary terms?And I found that really resonates. You know, if I'm doing a presentation or if I'm writing something, using straightforward language and explaining things, making sure that people understand the, kind of, fundamentals that I'm going to build my explanation on. I just think that has a—it results in people understanding, and that's my whole point. I'm not trying to explain something to—you know, my goal is that they understand it, not that they've been blown away by some kind of magic. I want them to go away going, “Ah, now I understand how this bit fits with that bit,” or, “How this works.” You know?Corey: The reason I bring it up is that it's an incredibly undervalued skill because when people see it, they don't often recognize it for what it is. Because when people don't have that skill—which is common—people just write it off as oh, that person's a bad communicator. Which I think is a little unfair. Being able to explain complex things simply is one of the most valuable yet undervalued skills that I've found in this entire space.Liz: Yeah, I think people sometimes have this sort of wrong idea that vocabulary and complicated terms are somehow inherently smarter. And if you use complicated words, you sound smarter. And I just don't think that's accessible, and I don't think it's true. And sometimes I find myself listening to someone, and they're using complicated terms or analogies that are really obscure, and I'm thinking, but could you explain that to me in words of one syllable? I don't think you could. I think you're… hiding—not you [laugh]. You know, people—Corey: Yeah. No, no, that's fair. I'll take the accusation as [unintelligible 00:31:24] as I can get it.Liz: [laugh]. But I think people hide behind complex words because they don't really understand them sometimes. And yeah, I would rather people understood what I'm saying.Corey: To me—I've done it through conference talks, but the way I generally learn things is by building something with them. But the way I really learn to understand something is I give a conference talk on it because, okay, great. I can now explain Git—which was one of my early technical talks—to folks who built Git. Great. Now, how about I explain it to someone who is not immersed in the space whatsoever? And if I can make it that accessible, great, then I've succeeded. It's a lot harder than it looks.Liz: Yeah, exactly. And one of the reasons why I enjoy building a talk is because I know I've got a pretty good understanding of this, but by the time I've got this talk nailed, I will know this. I might have forgotten it in six months time, you know, but [laugh] while I'm giving that talk, I will have a really good understanding of that because the way I want to put together a talk, I don't want to put anything in a talk that I don't feel I could explain. And that means I have to understand how it works.Corey: It's funny, this whole don't give talks about things you don't understand seems like there's really a nouveau concept, but here we are, we're [working on it 00:32:40].Liz: I mean, I have committed to doing talks that I don't fully understand, knowing that—you know, with the confidence that I can find out between now and the [crosstalk 00:32:48]—Corey: I believe that's called a forcing function.Liz: Yes. [laugh].Corey: It's one of those very high-risk stories, like, “Either I'm going to learn this in the next three months, or else I am going to have some serious egg on my face.”Liz: Yeah, exactly, definitely a forcing function. [laugh].Corey: I really want to thank you for taking so much time to speak with me today. If people want to learn more, where can they find you?Liz: So, I am online pretty much everywhere as lizrice, and I am on Twitter. I'm on GitHub. And if you want to come and hang out, I am on the Cilium and eBPF Slack, and also the CNCF Slack. Yeah. So, come say hello.Corey: There. We will put links to all of that in the [show notes 00:33:28]. Thank you so much for your time. I appreciate it.Liz: Pleasure.Corey: Liz Rice, Chief Open Source Officer at Isovalent. I'm Cloud Economist Corey Quinn, and this is Screaming in the Cloud. If you've enjoyed this podcast, please leave a five-star review on your podcast platform of choice, whereas if you've hated this podcast, please leave a five-star review on your podcast platform of choice, along with an angry comment containing an eBPF program that on every packet fires off a Lambda function. Yes, it will be extortionately expensive; almost half as much money as a Managed NAT Gateway.Corey: If your AWS bill keeps rising and your blood pressure is doing the same, then you need The Duckbill Group. We help companies fix their AWS bill by making it smaller and less horrifying. The Duckbill Group works for you, not AWS. We tailor recommendations to your business and we get to the point. Visit duckbillgroup.com to get started.Announcer: This has been a HumblePod production. Stay humble.

Mackenzie Olson and Sudhanva Huruli join Donovan Brown to cover the core concepts of the Open Application Model (OAM). OAM is a platform-agnostic open source specification that defines cloud native applications built and maintained by some of the largest teams at Microsoft and Alibaba Cloud. OAM is designed to facilitate how distributed applications can be composed and then successfully handed off to those responsible for operating them.Open Application Model siteThe Open Application Model specificationOpen Application Model Gitter (oam-dev)Intro to Rudr: A Kubernetes Implementation of the Open Application ModelCreate a free account (Azure)

Mackenzie Olson and Sudhanva Huruli join Donovan Brown to cover the core concepts of the Open Application Model (OAM). OAM is a platform-agnostic open source specification that defines cloud native applications built and maintained by some of the largest teams at Microsoft and Alibaba Cloud. OAM is designed to facilitate how distributed applications can be composed and then successfully handed off to those responsible for operating them.Open Application Model siteThe Open Application Model specificationOpen Application Model Gitter (oam-dev)Intro to Rudr: A Kubernetes Implementation of the Open Application ModelCreate a free account (Azure)

We kicked off talking about what the opportunities for global brands in China at a high level. Joseph talks about the rise of the Internet citizen rate that has skyrocketed over the last dozen years, making it the largest commerce market in the world, as well as the amount of data that can be collected, yet still facing the struggles that the firewall presents. Hao complimented this point by saying that we haven't even realized half of the potential that the China internet market presents. Hao then encouraged brands to have a China strategy independent of their global strategy as part of a successful entry process.Joseph then spoke about the necessity of having a local ICP and a .cn web domain, saying “Once you have those, then now you're in the game.” China internet monitors traffic and throttles foreign traffic at peak times prioritizing local traffic which can greatly impact your ability as a brand to be truly alive in the market at the times you really want to be. This last mile of existence in the China market can drastically impact performance. Hao spoke to this explaining that not only must you register your domain in China, you must do it through a Chinese registrar. Hao then spoke to the different techs involved in China and the tremendous value of having all these ecosystem products all interacting with one user on their mobile phone. In China the government and companies know exactly who is behind all those actions because every mobile number must be registered to a real person (no “burner phones” like in the west for instance), so getting a 360 degree view of your customer is far more real and present in China. Joseph then speaks to the speed of tech in China and if you're not measuring accurately what's going on every day you'll quickly be left behind, and this is especially hard if you're not, as Joseph said earlier, “in the game” locally.The last third of the podcast covers some of the early data that was coming out of the Singles Day shopping extravaganza. Joseph points out the lull tin the market the month ahead of Singles Day that usually happens wasn't present this year and the trajectory was positive all the way through. Hao then spoke to some of the winning tactics vendors were using this year, using not just gamification but actual game-show-style interactions with their customers, something that has proven highly effective to capture and maintain the attention of buyers. Joseph then talks about the most purchased item categories and how basket and transaction sizes were all up across the board that wasn't driven by deep discounts like in the past which is a very encouraging sign, and how there is now a major decentralization in web behaviour where customers are going further and wider than ever seeking intel and content and date from a multitude of sources to validate and verify before they make a purchase. Awareness and conviction is being triggered at different stages in the funnel.