Podcasts about public cloud

How intertwined are AI and sustainability? This week, Technology now explores how we can do more than just use AI in a more sustainable and ethical way, we can harness it as a powerful tool to contribute to sustainability in other industries too. We ask which challenges are facing AI when it comes to sustainability and how can companies build strategies that support more efficient IT. Monica Batchelder, Chief Sustainability Officer at HPE, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Aubrey Lovell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations and what can be learnt from it.Monica Batchelder: https://www.linkedin.com/in/monicabatchelder/ Sources cited in this week's episodeRaw materials for a computer: https://unctad.org/system/files/official-document/der2024_en.pdfAI water consumption: https://www.unep.org/news-and-stories/story/ai-has-environmental-problem-heres-what-world-can-do-about | https://arxiv.org/pdf/2304.03271Today I Learned:Swedish Study: Bignardi, G., Wesseldijk, L.W., Mas-Herrero, E. et al. Twin modelling reveals partly distinct genetic pathways to music enjoyment. Nat Commun16, 2904 (2025). https://doi.org/10.1038/s41467-025-58123-8Norwegian Study: Jacoby, N. et al. Cross-cultural work in music cognition challenges, insights, and recommendations. Music Percept. 37, 185–195 (2020). This Week In History:Event Horizon Telescope Collaboration, 2019. First M87 event horizon telescope results. I. The shadow of the supermassive black hole. arXiv preprint arXiv:1906.11238.https://www.bbc.co.uk/news/science-environment-47873592https://www.amnh.org/exhibitions/horse/the-evolution-of-horses

How intertwined are AI and sustainability? This week, Technology now explores how we can do more than just use AI in a more sustainable and ethical way, we can harness it as a powerful tool to contribute to sustainability in other industries too. We ask which challenges are facing AI when it comes to sustainability and how can companies build strategies that support more efficient IT. Monica Batchelder, Chief Sustainability Officer at HPE, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Aubrey Lovell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations and what can be learnt from it.Monica Batchelder: https://www.linkedin.com/in/monicabatchelder/ Sources cited in this week's episodeRaw materials for a computer: https://unctad.org/system/files/official-document/der2024_en.pdfAI water consumption: https://www.unep.org/news-and-stories/story/ai-has-environmental-problem-heres-what-world-can-do-about | https://arxiv.org/pdf/2304.03271Today I Learned:Swedish Study: Bignardi, G., Wesseldijk, L.W., Mas-Herrero, E. et al. Twin modelling reveals partly distinct genetic pathways to music enjoyment. Nat Commun16, 2904 (2025). https://doi.org/10.1038/s41467-025-58123-8Norwegian Study: Jacoby, N. et al. Cross-cultural work in music cognition challenges, insights, and recommendations. Music Percept. 37, 185–195 (2020). This Week In History:Event Horizon Telescope Collaboration, 2019. First M87 event horizon telescope results. I. The shadow of the supermassive black hole. arXiv preprint arXiv:1906.11238.https://www.bbc.co.uk/news/science-environment-47873592https://www.amnh.org/exhibitions/horse/the-evolution-of-horses

How intertwined are AI and sustainability? This week, Technology now explores how we can do more than just use AI in a more sustainable and ethical way, we can harness it as a powerful tool to contribute to sustainability in other industries too. We ask which challenges are facing AI when it comes to sustainability and how can companies build strategies that support more efficient IT. Monica Batchelder, Chief Sustainability Officer at HPE, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Aubrey Lovell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations and what can be learnt from it.Monica Batchelder: https://www.linkedin.com/in/monicabatchelder/ Sources cited in this week's episodeRaw materials for a computer: https://unctad.org/system/files/official-document/der2024_en.pdfAI water consumption: https://www.unep.org/news-and-stories/story/ai-has-environmental-problem-heres-what-world-can-do-about | https://arxiv.org/pdf/2304.03271Today I Learned:Swedish Study: Bignardi, G., Wesseldijk, L.W., Mas-Herrero, E. et al. Twin modelling reveals partly distinct genetic pathways to music enjoyment. Nat Commun16, 2904 (2025). https://doi.org/10.1038/s41467-025-58123-8Norwegian Study: Jacoby, N. et al. Cross-cultural work in music cognition challenges, insights, and recommendations. Music Percept. 37, 185–195 (2020). This Week In History:Event Horizon Telescope Collaboration, 2019. First M87 event horizon telescope results. I. The shadow of the supermassive black hole. arXiv preprint arXiv:1906.11238.https://www.bbc.co.uk/news/science-environment-47873592https://www.amnh.org/exhibitions/horse/the-evolution-of-horses

How can cloud computing be completely isolated from the internet? This week, Technology Now explores the next step in data storage and processing: the concept of a disconnected cloud. Why would someone want their cloud cut off like this? From a single building to an entire country, what are the security and regulatory compliance benefits?! Rich Bird, Worldwide Hybrid Cloud Marketing at HPE tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Aubrey Lovell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations and what can be learnt from it.Sources cited in this week's episode:Gartner Report on cloud usage and spending:https://www.gartner.com/en/newsroom/press-releases/2024-11-19-gartner-forecasts-worldwide-public-cloud-end-user-spending-to-total-723-billion-dollars-in-2025History of the Cloud: https://www.bcs.org/articles-opinion-and-research/history-of-the-cloud/Dark Matter and Dark Energy (Today I Learnt):https://www.cfa.harvard.edu/research/topic/dark-energy-and-dark-matterhttps://www.nature.com/articles/d41586-024-01273-4https://www.newscientist.com/article/2471743-dark-energy-isnt-what-we-thought-and-that-may-transform-the-cosmos/History of Daylight Savings in the US (This Week in History):https://unrememberedhistory.com/tag/march-31-1918-daylight-saving-time/https://www.thecongressproject.com/standard-time-act-of-1918

How can cloud computing be completely isolated from the internet? This week, Technology Now explores the next step in data storage and processing: the concept of a disconnected cloud. Why would someone want their cloud cut off like this? From a single building to an entire country, what are the security and regulatory compliance benefits?! Rich Bird, Worldwide Hybrid Cloud Marketing at HPE tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Aubrey Lovell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations and what can be learnt from it.Sources cited in this week's episode:Gartner Report on cloud usage and spending:https://www.gartner.com/en/newsroom/press-releases/2024-11-19-gartner-forecasts-worldwide-public-cloud-end-user-spending-to-total-723-billion-dollars-in-2025History of the Cloud: https://www.bcs.org/articles-opinion-and-research/history-of-the-cloud/Dark Matter and Dark Energy (Today I Learnt):https://www.cfa.harvard.edu/research/topic/dark-energy-and-dark-matterhttps://www.nature.com/articles/d41586-024-01273-4https://www.newscientist.com/article/2471743-dark-energy-isnt-what-we-thought-and-that-may-transform-the-cosmos/History of Daylight Savings in the US (This Week in History):https://unrememberedhistory.com/tag/march-31-1918-daylight-saving-time/https://www.thecongressproject.com/standard-time-act-of-1918

How can cloud computing be completely isolated from the internet? This week, Technology Now explores the next step in data storage and processing: the concept of a disconnected cloud. Why would someone want their cloud cut off like this? From a single building to an entire country, what are the security and regulatory compliance benefits?! Rich Bird, Worldwide Hybrid Cloud Marketing at HPE tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Aubrey Lovell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations and what can be learnt from it.Sources cited in this week's episode:Gartner Report on cloud usage and spending:https://www.gartner.com/en/newsroom/press-releases/2024-11-19-gartner-forecasts-worldwide-public-cloud-end-user-spending-to-total-723-billion-dollars-in-2025History of the Cloud: https://www.bcs.org/articles-opinion-and-research/history-of-the-cloud/Dark Matter and Dark Energy (Today I Learnt):https://www.cfa.harvard.edu/research/topic/dark-energy-and-dark-matterhttps://www.nature.com/articles/d41586-024-01273-4https://www.newscientist.com/article/2471743-dark-energy-isnt-what-we-thought-and-that-may-transform-the-cosmos/History of Daylight Savings in the US (This Week in History):https://unrememberedhistory.com/tag/march-31-1918-daylight-saving-time/https://www.thecongressproject.com/standard-time-act-of-1918

How can we minimize the energy waste from data centers? This week, Technology Now explores a potential avenue to harness a large untapped source of energy: excess heat. How much of a problem is the excess heat in the world? How much do data centers actually contribute to the problem? What, if anything, can we do to combat this? Malte Matthies, Business Development Lead for Modular Data Center - at Hewlett Packard Enterprise tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Aubrey Lovell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations and what can be learnt from it.About this week's guest, Malte Matthies: https://www.linkedin.com/in/malte-matthies-38704660/Sources cited in this week's episode:International Energy Agency Report: https://iea.blob.core.windows.net/assets/6b2fd954-2017-408e-bf08-952fdd62118a/Electricity2024-Analysisandforecastto2026.pdfDanfoss Whitepaper Summary: https://www.danfoss.com/en/about-danfoss/news/cf/excess-heat-is-world-s-largest-untapped-source-of-energy/New Dinosaur Discovered:https://www.bbc.co.uk/news/articles/cn7v3eln56noDidactyl therizinosaur with a preserved keratinous claw from the Late Cretaceous of Mongolia | Kobayashi, Yoshitsugu et al., iScience, Volume 0, Issue 0, 112141Charles Glen King, Albert Szent- Szent-Györgyi and Vitamin Chttps://pubmed.ncbi.nlm.nih.gov/23183299/https://nap.nationalacademies.org/read/11807/chapter/12#218

How can we minimize the energy waste from data centers? This week, Technology Now explores a potential avenue to harness a large untapped source of energy: excess heat. How much of a problem is the excess heat in the world? How much do data centers actually contribute to the problem? What, if anything, can we do to combat this? Malte Matthies, Business Development Lead for Modular Data Center - at Hewlett Packard Enterprise tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Aubrey Lovell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations and what can be learnt from it.About this week's guest, Malte Matthies: https://www.linkedin.com/in/malte-matthies-38704660/Sources cited in this week's episode:International Energy Agency Report: https://iea.blob.core.windows.net/assets/6b2fd954-2017-408e-bf08-952fdd62118a/Electricity2024-Analysisandforecastto2026.pdfDanfoss Whitepaper Summary: https://www.danfoss.com/en/about-danfoss/news/cf/excess-heat-is-world-s-largest-untapped-source-of-energy/New Dinosaur Discovered:https://www.bbc.co.uk/news/articles/cn7v3eln56noDidactyl therizinosaur with a preserved keratinous claw from the Late Cretaceous of Mongolia | Kobayashi, Yoshitsugu et al., iScience, Volume 0, Issue 0, 112141Charles Glen King, Albert Szent- Szent-Györgyi and Vitamin Chttps://pubmed.ncbi.nlm.nih.gov/23183299/https://nap.nationalacademies.org/read/11807/chapter/12#218

How can we minimize the energy waste from data centers? This week, Technology Now explores a potential avenue to harness a large untapped source of energy: excess heat. How much of a problem is the excess heat in the world? How much do data centers actually contribute to the problem? What, if anything, can we do to combat this? Malte Matthies, Business Development Lead for Modular Data Center - at Hewlett Packard Enterprise tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Aubrey Lovell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations and what can be learnt from it.About this week's guest, Malte Matthies: https://www.linkedin.com/in/malte-matthies-38704660/Sources cited in this week's episode:International Energy Agency Report: https://iea.blob.core.windows.net/assets/6b2fd954-2017-408e-bf08-952fdd62118a/Electricity2024-Analysisandforecastto2026.pdfDanfoss Whitepaper Summary: https://www.danfoss.com/en/about-danfoss/news/cf/excess-heat-is-world-s-largest-untapped-source-of-energy/New Dinosaur Discovered:https://www.bbc.co.uk/news/articles/cn7v3eln56noDidactyl therizinosaur with a preserved keratinous claw from the Late Cretaceous of Mongolia | Kobayashi, Yoshitsugu et al., iScience, Volume 0, Issue 0, 112141Charles Glen King, Albert Szent- Szent-Györgyi and Vitamin Chttps://pubmed.ncbi.nlm.nih.gov/23183299/https://nap.nationalacademies.org/read/11807/chapter/12#218

In this latest episode, Geoff Scott, of ASUG, rejoins Mustansir Saifuddin to discuss the rapidly evolving landscape of AI within the SAP ecosystem, specifically focusing on the impact of partnerships like SAP and Microsoft's collaboration on Copilot and Joule. Listen in as we explore how these advancements will shape enterprise operations in 2025 and beyond, and why you can't afford to ignore this technological shift.to discuss what is required for businesses to be successful with Gen AI as they prepare for the future.  Geoff Scott, is CEO and Chief Community Officer of ASUG, believes that the connections ASUG makes for our members have the potential to become career-defining relationships that inspire innovation and success for their organizations. His forward-thinking leadership prioritizes helping our members make the most of their investment in SAP technologies. To that end, Geoff works closely with customers, members, the SAP Executive Board, and the extensive partner ecosystem to amplify the voice of the SAP customer.   Past positions include CIO for TOMS Shoes, where he led the implementation of SAP: CIO at JBS; and senior leadership positions at Ford Motor Company. Before becoming CEO, Geoff was an ASUG member and served on the board. Geoff has served on several philanthropic boards and is the founding member of the Denver CIO Executive Council.  Connect with Us: LinkedIn Mustansir Saifuddin Innovative Solution Partners  X:  @gscott16 @MmsaifuddinYouTube or learn more about our sponsor Innovative Solution Partners to schedule a free consultation.    Episode Transcript: [00:00:00] Mustansir Saifuddin: Welcome to Tech Driven Business, brought to you by Innovative Solution Partners. I'm honored to have Jeff Scott, CEO of as a, rejoin me to discuss the rapidly evolving landscape of AI within the SAP ecosystem, specifically focusing on the impact of partnerships like SAP and Microsoft's collaboration on copilot and Joule. [00:00:26] Mustansir Saifuddin: Listen in as we explore how these advancements will shape enterprise operations in 2025 and beyond, and why you can't afford to ignore this technological shift. [00:00:39] Mustansir Saifuddin: Thanks for coming back on our podcast. Geoff, it was really nice to have you back. You remember, you know you came on last year and we dove into this whole [00:00:48] Geoff Scott: Oh. [00:00:49] Mustansir Saifuddin: gen AI topic. Everybody remembers that, you know, it was a very hot topic last year and, you know, everybody was going in that direction. Now, fast forwarding everything to this year and say, Hey, what is going on? And this year, SAP has had some major announcements, as we all know about the partnerships that we leverage the power of AI within the SAP ecosystem. And what I see with the majority of SAP clients using Microsoft in the enterprises. There is a lot of opportunity in SAP and Microsoft , you know, the whole partnership, especially around copilot and SAP Joule. I believe it'll make a big impact. [00:01:30] Geoff Scott: I'm surprised you have me back. I was very nervous. It's a year later. I was like, okay, this is never gonna happen again. I, I disinvited myself from future podcasts. [00:01:39] Mustansir Saifuddin: Well, I have you back [00:01:42] Mustansir Saifuddin: on. [00:01:43] Mustansir Saifuddin: and I am telling you that it is more exciting than what we were talking about last year, and I think this is what I want to get some thoughts on, Hey, what's going on? What's your take on how these partnerships are coming together and what are we going to see in 2025? [00:02:01] Geoff Scott: Well, the good news is that what we see in 2025 is no apparent slowdown in any of this technology. You know, but what's interesting is we, in the SAP space, [00:02:13] Geoff Scott: are not necessarily meeting that challenge head on, and we probably are not moving as quickly as we should to capture the amount of opportunity that's out there. I, I think AI is real. It's gonna continue to evolve at a furious pace, and that necessitates that we as technology practitioners determine how we best leverage that technology. [00:02:36] Geoff Scott: You, you talked about Microsoft Copilot, Joule, right? I mean AWS. Bedrock , Google Gemini, you know, now we've got, other LLMs popping out all over the place. Right. , deep seek . Which just popped up very quickly. So there's just, a tremendous amount of movement here and it's really hard [00:02:57] Geoff Scott: to stay abreast of it. And I think the opportunity to jump in and start leveraging this is mission critical and what I think it really necessitates, and you talked about some announcements from SAP that I think double or triple down on this notion that AI is here, so if you really want to take your SAP data and make it AI enabled using Joule or using any other series of tools, [00:03:24] Geoff Scott: it's gonna necessitate that we as technology practitioners start to do some fairly radical things with our data. Number one is we start to de-customize everywhere we can and move the responsibility for code back to SAP so that they are responsible for figuring out how to make the AI work, not us. [00:03:42] Geoff Scott: So [00:03:42] Geoff Scott: , [00:03:42] Geoff Scott: how [00:03:42] Geoff Scott: do we over time de-customize and how do we over time think about the necessity of adopting SaaS based solutions such as SAP's Public Cloud? Many of our of our community members are implementing private cloud right [00:04:00] now through Rise which is great, but ultimately if we recreate all those customizations downstream, then we have to figure out how to make them AI enabled, and I think that's where we're gonna find ourselves under continuing amounts of stress as the business innovates faster and faster. [00:04:17] Geoff Scott: We typically in the SAP ecosystem, think about our innovations on a stair step model. And what I mean by that is we do an upgrade, we sit on that upgrade for a couple of years, as long as we possibly can. You know, and then we do an upgrade again. And the challenge I think that's gonna present is that there's so much innovation happening and, all these things are moving at such a speed that if we're not continuously innovating, [00:04:39] Geoff Scott: we are gonna find ourselves further and further behind. I, I'd like to see our SAP data be the sole source of truth inside our enterprises and an innovation gold mine. [00:04:49] Geoff Scott: And to do that, I think we have to de-customize. I think we have to be able to, innovate faster. I think we have to be able to look at this data, do a lot more work around archiving and getting the old stuff, swept up and moved out. Master data is gonna become a major, major opportunity for all of us. [00:05:05] Geoff Scott: And if we do all those things really, really well. We will have a fighting chance at making our enterprises very savvy. And on top of the latest trends versus trying to perpetually catch up. [00:05:16] Mustansir Saifuddin: It's a race, the way I look at it, and I think , you summed it up very well, and I think that leads me to my question into this whole topic of collaboration. Let's take that right now. What would you tell your SAP users about the power of Microsoft and SAP's collaboration? [00:05:33] Mustansir Saifuddin: How will it positively impact their day-to-day operations? Let's start with that. [00:05:38] Geoff Scott: Well, I, I think you set this up really well. We, we know from an ASUG research perspective that most SAP customers are also Microsoft customers. And that partnership has gone back almost as long as SAP and Microsoft have been in business. You know, there's some pictures I've seen of Bill Gates and Hasso Plattner, the two founders of both organizations working together early on. [00:06:04] Geoff Scott: So this is a partnership that goes back a long, long time and it's a tremendously powerful partnership. And it indicates to me that these are organizations that work very well together, very closely together and collaborate. I mean, almost everyone I know who works in SAP also uses Excel spreadsheets, also uses PowerPoint slides, [00:06:23] Geoff Scott: also creates Word documents. I do these almost every single day. It makes perfect sense to me that a tool such as Microsoft Copilot and SAP's Joule would be working in harmony together. And I think we're seeing some interesting innovation from both organizations where they're able to demonstrate that. [00:06:39] Geoff Scott: I saw some really cool, rag based technologies, a few weeks ago where a copilot can reach out and grab some data from SAP and bring it back. Likewise Joule is being able to show some similar capabilities. For most customers, as much as we'd like to have one AI tool, I just don't think that that's going to be the way this works. [00:06:58] Geoff Scott: I think we're gonna have multiple, which, which makes the enterprise architect's role that much more challenging because they're gonna have to figure out how to integrate these tools, when these tools are best used, how they're used, and how do we as as organizations, get value from them. [00:07:15] Mustansir Saifuddin: Absolutely. And if you take this a step further, right? The hype around Agentic AI, everybody's talking about agents. What are you seeing in the marketplace? What, what is your take? [00:07:25] Mustansir Saifuddin: How are SAP users benefitting from Agentic AI within their organizations? [00:07:31] Geoff Scott: As it relates specifically to the SAP ecosystem, my. My perception, maybe right or wrong, probably more wrong than right, is that many of them are investigating and researching. I haven't necessarily seen any specific in production, customer running, agentic AI using SAP dot dot yet. Is it coming? [00:08:00] I think it's coming. [00:08:01] Geoff Scott: Has everyone figured this out yet? No certainly SAP's talking about it. I saw some presentations from the AI team at SAP led by Philip Herzig where they're demonstrating a lot of this. And I think it's gonna be very interesting to watch how agentic, you know, agent-based AI starts to manage tasks. [00:08:19] Geoff Scott: And I'm very keen to see how this works. [00:08:24] Mustansir Saifuddin: It's still very early on in, in this space where a lot of SAP customers are thinking about using it. But [00:08:32] Mustansir Saifuddin: how [00:08:32] Mustansir Saifuddin: do we really find a use case that is really beneficial to the organization at least from a investment standpoint, the time standpoint , and the value add you get as a, as a result of this application basically. [00:08:47] Geoff Scott: And I think the, the potential challenge with agentic AI is it also has to be reasonable from a, you know, a what is this agent, what is this agent's tasks? One of the things that we all know about the SAP ecosystem is we exist here because our businesses are complicated. Someone used to say to me, if, if you didn't need to run SAP, you wouldn't. [00:09:11] Geoff Scott: Right. So you know, most of the organizations that run SAP are of a, a sufficient size and scale and complexity, whether that be that they're multiple businesses running, they have international components, the business makes a complicated product that has a lot of configuration to it, right? There's reasons why these organizations are running SAP. [00:09:32] Geoff Scott: So that kind of then begets the next point, which is, an agent based AI. It's going to have to be fairly complicated in order to handle all of those different, particulars of a business. So I, I think it's gonna be interesting to watch how organizations slice that down to make it so that they can demonstrate some success early days without making the agents so complicated that they basically can't function. [00:09:58] Geoff Scott: You know, even some of this agent AI we talk about that seems like really simple. Like, Hey, I want to go out to eat at a restaurant tonight. Have agentic AI make a reservation. When you break that down. How does it do that? what type of food do you want? [00:10:13] Geoff Scott: I don't know. Maybe Italian, maybe French, maybe American. What about what time do you want to eat? How far away do you want to go? And so much of that is, is left to our brains to just on a whim, we make these decisions. How do you have that conversation with AG Agentic AI, right? Where it says, Hey, you know, here's a reservation at Italian restaurant at six 30. [00:10:32] Geoff Scott: Nah, well, 6 45, nah. Well, what do you want? Not Italian. Well, what do you want instead? I don't know French. No. You want a burger? Nah, I don't feel like a burger tonight. I mean, oh my God. I mean, it's exhausting. [00:10:47] Mustansir Saifuddin: Let's take a step up, right? Let's, let's talk about from SAP customers, you know. Everybody's getting on this [00:10:55] Mustansir Saifuddin: What word of advice would you have for SAP customers when they get further into the journey with AI? Like, what are the things that they should be looking at? [00:11:03] Geoff Scott: First and foremost, take the time to experiment, right? I mean, if you're not using these AI tools every day start. And this has taken me a little bit of time to warm up to, I'm finding now that, I have enough, road underneath my tires that it's hard for me to do new things, [00:11:22] Geoff Scott: 'cause I'm fairly, you know, set in my ways. But if I don't, use these tools to do things, I'm just not, I'm not learning. And so I. As an example, I'm recording a podcast tomorrow with a couple of fellow ASUG board members, and last night I needed to get them some prep materials. [00:11:40] Geoff Scott: I uploaded three or four documents into Claude and I said, please look at these three documents and I need to brief the podcast participants on what they say. And it looked at all three documents and it coughed up a pretty darn good summary. [00:11:55] Geoff Scott: Perfect? No. Pretty good. Yes. Was it [00:12:00] easier that I didn't, I didn't have to go and look at each document and figure out what to say. I could take a look at its summarization and determine if that was something that I wanted, that I thought was accurate and something that I thought we could share. And the answer was it was pretty good. [00:12:15] Geoff Scott: That was a great experiment. And then I said, okay, now create the podcast questions. And it did it. Now, are we using all of them? No. Did it give me at least a starting point? A hundred percent. And by the way, for the people out there was like, oh my God. He put that into, he put that into Claude. Oh my God. What about the security things? We own a subscription to Claude. So it was in a subscription. It was, it was in our protected space. It was public information. So, you know, but you gotta think about those things, right? [00:12:42] Mustansir Saifuddin: . [00:12:42] Mustansir Saifuddin: Absolutely. And I think the one thing that you hit upon is time to value, right? When you look at these tools, these technology aspects of how it can make things faster, better . But it brings up another point, like when, when you look at these, these use cases, everything is about data. What you feeding into the model. [00:13:07] Mustansir Saifuddin: So, you know, from a data perspective, I know a lot of customers doesn't matter, SAP or other technologies, and especially in SAP you know, either struggle with clean governed data and kind of makes it very difficult. So what, what's your take on that in that space? You know, especially when they are ready to go to the AI [00:13:32] Mustansir Saifuddin: journey, but they have some work to do. [00:13:34] Geoff Scott: I think there's a tremendous amount of work to do on this, and this kind of comes back to a part of our earlier dialogue that I think that data has to be right. Right. If, if we're gonna succeed in this future AI enabled world, the data that is being accessed, from your SAP systems, whether through some sort of rag or wherever you're doing, it has to be accurate. [00:13:57] Geoff Scott: So the archiving perspective of this has to be right. And you know also what has to be right is your ability to get master data correct. So if you have the same customer in your SAP system, this is an easy example, five times. Well, you now have increased by factors, the likelihood that the answer that pops back is wrong. [00:14:18] Geoff Scott: So, you know, we've been talking about this for a long time, that your SAP data has to be accurate, has to be right, and SAP data is very accurate at the time that it was entered. I think this is one of the brilliant things about SAP. And where we as SAP, you know, professionals spend so much time is getting the data into the system correctly from the get go. [00:14:41] Geoff Scott: The problem is it doesn't age so well, right? It's not like a fine wine. It can sometimes get a little stale and old and if we're not also getting it broomed out. The challenge we run into is it could be part of a , hallucination that we're not aware of. And if all of a sudden people are looking at this data and making broader based decisions on it, and the decision processes was flawed and the data's flawed, we could be making a lot of really bad decisions. [00:15:12] Mustansir Saifuddin: Yeah, absolutely. Data and analytics is very near and dear to me. So I, I know that whole conversation about getting The data clean, having that value around data, right. Which drives a lot of those those results out of the tools that we [00:15:28] Mustansir Saifuddin: want to apply. Especially. [00:15:30] Geoff Scott: It's all gonna come down to data at the end of the day, right? The data wins and the accuracy of the data wins. And the more that we're gonna use these tools to summarize and roll up, the higher the risk that that summary is inaccurate because the data underneath it isn't right. [00:15:49] Geoff Scott: We had this conversation in an ASUG executive exchange forum last week. And I think most people are starting to recognize that , if you have been [00:16:00] deferring your archiving routines, now might be a good time to get some of that back under control. [00:16:07] Mustansir Saifuddin: Yeah, [00:16:08] Geoff Scott: Most of the models right now, the L lms right, are based on data that doesn't, that the, you know books, fueling [00:16:15] Geoff Scott: research reports, fueling these LLMs that that data has been around for a long time and is, and has stood the test of time. Most of our SAP data, you know, has to be thought of through a very specific lens. But I, I think it's critical, a hundred percent critical. [00:16:33] Mustansir Saifuddin: Yeah. So let, so let's take it down a, a notch, right? From an ASUG perspective, how have you seen ASUG members approaching realtime data analytics moving to the cloud? I know ASUG does a lot of research on this. What have you seen? What, what do you see in this year? [00:16:49] Geoff Scott: So I think, you know, almost everyone is having cloud conversations, which is the beginning of this, because I don't think you can innovate at scale if you're not thinking about moving into the cloud. You know, the other thing is, is that most of these solutions, if you think about the innovation curve, mostly solutions are gonna appear first in the latest additions of your software. [00:17:08] Geoff Scott: So if you can't start innovating at a faster and faster cycle, move out of the stair step you and I discussed earlier, moving to a constant innovation framework, you're gonna find yourself further and further behind because if you want to take advantage of innovation at scale at the time it's released or near to the time it's released you need to be on the latest versions of software. [00:17:27] Geoff Scott: The hard reality of most of our ecosystem is we are not. And if we are not, that's where this stuff is gonna appear first. Will it make it down to other versions of the software? Yes. Is it gonna be on SAP's first order priority to do that? No. They're gonna want to make sure where they get it out [00:17:44] Geoff Scott: to market fast and they're gonna look at their latest versions of the software to do that, where they're the most comfortable. You know, there's this question, why can't I run AI in my on-prem data center? Well, you could, but you're gonna have to do all of that lift by yourself. And that becomes a very costly exercise that unless you're the bigs of the bigs, is probably outside of your budget to do that. [00:18:08] Geoff Scott: So if you want to do this with some degree of economy, you have to be in the cloud, you have to de-customize. You have to think about your SAP implementation as a SaaS service, push accountability and responsibility for code and business process back to SAP, right? I mean, I, I think that, you know, what has AI told me, loud and clear at a volume level of 11? [00:18:30] Geoff Scott: We as SAP customers now more than ever, need to stop customizing and moving responsibility for code back to SAP, 'cause if we don't, we are never gonna be able to keep up. .In, in addition to that, that many of us over these years have outsourced our application maintenance services. We rely on consultants to do most of the work we need done, right, so we're not even in control of the productive resources necessary to make this stuff a reality. [00:19:05] Geoff Scott: We are project managers. We are business analysts, right? We don't necessarily know how to write code to do this, and if we're gonna have to rely on outside resources every time we make one of these moves, that's gonna be super costly and super slow. [00:19:22] Mustansir Saifuddin: Yeah. I hear you. [00:19:23] Mustansir Saifuddin: and I know the ASUG community hears that [00:19:26] Geoff Scott: But we have a lot in our ASUG community, right, who have been around for a long time that says, well, you know, my job is an ABAP programmer. What do you want me to do next? Or I'm a basis person and I don't like this. And I'm like, you are some of the people that are in , the best position to retool and relearn. [00:19:42] Geoff Scott: We're all gonna have to relearn. And, you know, is your business's, joy in life to have you produce more ABAP code or figure out how to get that ABAP code out, move it to SAP and say, congratulations, SAP, you're now responsible for this. Here's what I need this business process to do. Right. [00:20:00] And using your, using ASUG to help you influence that business process, instead of you saying, well, I'm gonna just take it and twist it to my own needs. [00:20:08] Geoff Scott: Even with me saying that, I still think that there's a lot of distance that SAP has to travel, by the way, I don't think they have this figured out. I don't think that they'll look at this and they go, yep, we got this. You just, you know, trust us. No, I think in certain areas they have this well done. [00:20:23] Geoff Scott: In other areas they do not. So what's the best thing we can do? Help them get there faster, influence them, participate in your ASUG chapter meetings, have a voice, talk about where you're hitting challenges. How do we need SAP to make better business processes? How are we gonna use the, you know, the tools that they have, like Lean IX and Signavio to help drive some of this? [00:20:48] Geoff Scott: That's to me where this is gonna need to happen. I would much prefer to have SAP struggle to keep up with business process than have. 10,000, 15,000, 20,000 customers do it on their own. It doesn't scale. [00:21:03] Mustansir Saifuddin: No, it doesn't. And I think, and that's a fair point, right? And this is where the value of ASUG comes in. And, and I mean the journey is long, but the, the path is there for us to follow. [00:21:14] Geoff Scott: I, I, yeah. [00:21:14] Mustansir Saifuddin: Right. And that's the, [00:21:15] Geoff Scott: I think the journey is long and the journey is more important than ever. It's time to get off the couch and go out and start walking, and then when you can walk, you can run, then, you know, then you can sprint. And I think , that's kind of the, the message that we're giving as ASUG is this isn't gonna slow down for you, you're gonna have to catch up to it. [00:21:32] Mustansir Saifuddin: No, I think, and that's the message. A lot of people are hearing loud and clear now, especially 2025 has brought in that that whole concept of either you go along with it or you're gonna be left behind. [00:21:44] Geoff Scott: Or, or, or at some point you're going to have to catch up, and the question is, is how much lifting are you gonna have to do to get there? I, again, I don't think this is easy. I, I don't think that there's , a magic pill we can swallow, you know, that that cleans us all up and we're all perfect. [00:22:01] Mustansir Saifuddin: No. No, for sure. And I think I, I know we talked about a lot of things today and we can keep on talking and the journey keeps on you know, is it's a [00:22:11] Geoff Scott: It's journey. [00:22:11] Mustansir Saifuddin: it's, [00:22:12] Geoff Scott: Yeah. [00:22:12] Mustansir Saifuddin: ending, but what, what is the one key takeaway that you want to leave with the listeners [00:22:18] Geoff Scott: One key takeaway [00:22:18] Mustansir Saifuddin: as we wrap up? [00:22:19] Geoff Scott: it. [00:22:20] Mustansir Saifuddin: Yep. [00:22:21] Geoff Scott: Spend time experimenting and learning this stuff. Get comfortable being uncomfortable with these tools. Use them. Think about how your business can benefit from them. Spend some time, you know, in BTP learning how to access these LLMs through your BTP interface. If you're having a challenge getting a business case written to move from your ECC environment to S 4. [00:22:46] Geoff Scott: Talk to us at ASUG, we will help you with that. Go to a chapter meeting and ask others how they made that investment work. Spend some time, you know, if you don't have a, a license for copilot where you and I started this afternoon, ask your IT counterparts to have access to copilot, use it. [00:23:04] Ask it questions, engage in iterative rep iterative prompts. These are things I think the, the faster we get comfortable with these technologies, the better off we as technologists will have light bulbs go off and say, oh, I, now I get how I can really put agent AI to work. Right. And I'm not gonna listen to just, you know, Microsoft, you know, talk about it or SAP talk about it. [00:23:24] Geoff Scott: I actually have some ideas. And these are good ideas and I'm excited, I'm excited to share 'em. Get out of the stands and on the field. [00:23:32] Mustansir Saifuddin: And who better do it? I mean, I think I, I love , your closing, right? Especially when you are looking at your own business, your own technology, and your way of doing things. Who better can come up with , a solution , or see the applications of these co-pilot Gemini, no matter what I mean, type of tools you can use. [00:23:51] Mustansir Saifuddin: But these are , the ways you can innovate, right by looking at the processes. [00:23:56] Geoff Scott: Yes. Someone told me that they set up two agentic AI bots [00:24:00] and the two of them constructed a podcast and it was pretty good. So withstand zero. I'm worried that next time you and I meet, it's not gonna be you or I, it's gonna be our agentic AI counterparts, some version of us. [00:24:14] Mustansir Saifuddin: and yeah, I'm looking forward to it. I think it is here. It's going to be here at some point, so might as well embrace it. [00:24:22] Geoff Scott: Yeah. Absolutely. [00:24:23] Mustansir Saifuddin: Thanks for listening to Tech-Driven Business brought to you by Innovative Solution Partners. Embracing innovation is no longer an option, but really a necessity for enterprise success. Geoff's key takeaway? Proactive experimentation with AI is crucial for SAP users to discover its business benefits. Engage with tools like copilot and Joule, participate in ASUG, and push for cloud migration to stay ahead of the rapid technological changes. We would love to hear from you. Continue the conversation by connecting with me on LinkedIn or x. Learn more about Innovative Solution Partners and schedule a free consultation by visiting isolutionpartners.com. Never miss a podcast by subscribing to our YouTube channel. Information is in the show notes. I.

Allyson Fryhoff, Managing Director of Global Healthcare and Life Sciences at Amazon Web Services (AWS) joins Russ Branzell, President and CEO of CHIME to discuss how healthcare organizations are navigating various phases of cloud adoption and the implications for data interoperability, cybersecurity, and the human element of care. Recently recognized as the 2025 Best in KLAS award winner for Public Cloud, Allyson highlights AWS' approach to customer success and the significance of relationship management to drive desired outcomes in effective cloud migrations.  Key Takeaways:Understanding the long-term impact of healthcare's ongoing transition to the public cloud on patient careStrategies for prioritizing innovation and sustainability in cloud migrations while minimizing spend and disruptions to patient careInnovative solutions in early cloud adoption stages that create immediate value to healthcare deliveryPivotal leadership frameworks for fostering collaborative team environments that drive successful cloud innovation

„Als KRITIS-Betreiber ist unsere IT so kritisch, dass ihr Ausfall das Gemeinwohl gefährden könnte.“

#191: Securing the Public Cloud: How Seattle & LA County DCFS Are Transforming CybersecurityFrom Asset Management to AI: Building Modern Security for Vulnerable CommunitiesFeaturing:Greg Smith, Chief Information Security Officer and Director of Security & Infrastructure, City of Seattle ITAllen Ohanian, Chief Information Security Officer, Los Angeles County Department of Children and Family ServicesBrent Byrnes, Account Executive SLED, WizIn this episode, you'll learn:How Seattle's risk-based approach is transforming traditional government cybersecurityLA County DCFS's strategy for securing the nation's largest welfare agency's sensitive data in the cloudWhy emerging IoT devices and cloud assets are creating new visibility challenges for government infrastructureThe role of cloud visibility and democratized security in modern government environmentsReal-world lessons from Seattle's cross-agency incident response and recovery strategiesTimestamps(00:00) Introduction and Guest Backgrounds (03:14) Seattle's Evolution to Risk-Based Security (04:52) Securing LA County DCFS's Cloud Environment (07:38) Cloud Visibility in Government (09:22) Asset Management Challenges in Modern Infrastructure (12:45) Cross-Agency Incident Response: Seattle Library Case Study (16:33) Crisis Communication Strategies (22:18) AI Implementation and Security Threats (27:42) Managing Modern Security Vendors (31:15) Future of Government Cloud Security To hear more, visit www.techtables.com

Welcome to episode 286 of The Cloud Pod – where the forecast is always cloudy! Welcome to the final show of 2024! We thank you for joining us on our cloud journey over the past year. During this last show of the year, we look back on all the tech that changed our jobs and lives, and make predictions for an AI filled 2025. Join Justin, Jonathan, Ryan, and Matthew as they look forward to even more discussions about undersea cables. Happy New Year!  Titles we almost went with this week: We thought 2024 would never end I can sum up 2024 – AI AI AI AI and uhh AI AI has taken over the Cloud Pod – we are not really here 2024 the year we hoped AI would replace us… close but not yet A big thanks to this week's sponsor: We're sponsorless! Want to get your brand, company, or service in front of a very enthusiastic group of cloud news seekers? You've come to the right place! Send us an email or hit us up on our slack channel for more info.  General News 00:31   2024 Predictions Look Back Matt Simpler and Easier to access LLM with new services Kubernetes will become simpler for smaller companies to operate that doesn't require Highly Paid Devops/Scientists Low Employee Churn Rates and increased Tenure (Quiet Quitting) 02:07 Matthew – “How is it simpler and easier? I think that there are more ways to run it. The general public has an easier way to access it. And they are simpler as Justin said that they are becoming easier and more efficient and better to use for the average user. So I know that I talked to many people that I work with now and just in general and people that are not in tech, which I feel like a year ago.” Jonathan There will be mass layoffs in tech directly attributed to AI in Q1 2024 (10k or more) Someone will start a cult that follows an AI LLM God believing in sentience, a higher power.  AI will find a new home in education. Lesson Plans, Personalized Learning plans by students, etc.  02:07 Jonathan – “Well, there is a religion called the First Church of Artificial Intelligence, but it’s been around for longer than this year. I think it’s like five, six years old at this point. So that’s kind of cheating. Ryan Start seeing the financial impact of AI to better profitability by using AI. AI Solution tied towards new employee onboarding (replace wiki technology) Removal of stateful firewalls as traffic ruleset (next-gen next-gen firewall) 02:07 Ryan – “I mean, agentic AI is something that’s been rolled out in a lot of companies. I know in my day job, it’s been rolled out. I hope to see this get even stronger and more obvious just because I think that, you know, the days of searching through thousands of documents or the one, you know, unmaintained team page that someone built three years ago when they were new are over. And so I’d like to see this continue. Justin LLM will hit the trough of disillusionment either on Cost, Environmental impact or people realizing how limited these models are Another AI model other than Transformer based We will see another large defector from Public Cloud (not 37 Signals or X/Twitter) 13:26 Justin – “I feel partially vindicated that I was sort of right, just I thought we didn’t be in the trough a little faster, but maybe it’s coming still. I don’t know. they’re innovating pretty quickly. I don’t think they’ll get there, but definitely environmental is going to become a big, big conversation around AI.” 17:02  Favorite Story of 2024 Did you r

Public cloud networks can be a bit of a black box when it comes to monitoring and troubleshooting. Today on Day Two DevOps we talk with sponsor Cisco ThousandEyes about its Cloud Insights tool, which aims to open that box so you can see exactly what’s going on in your cloud networks, identify problems, help... Read more »

Public cloud networks can be a bit of a black box when it comes to monitoring and troubleshooting. Today on Day Two DevOps we talk with sponsor Cisco ThousandEyes about its Cloud Insights tool, which aims to open that box so you can see exactly what’s going on in your cloud networks, identify problems, help... Read more »

Public cloud networks can be a bit of a black box when it comes to monitoring and troubleshooting. Today on Day Two DevOps we talk with sponsor Cisco ThousandEyes about its Cloud Insights tool, which aims to open that box so you can see exactly what’s going on in your cloud networks, identify problems, help... Read more »

In dieser Episode beleuchtet Markus Reitshammer die immer wieder in der Fachpresse diskutierte Frage: Warum verlassen manche Unternehmen die Public Cloud und wechseln zu alternativen Modellen wie der Private Cloud? ☁️

In deze aflevering van De Nederlandse Kubernetes Podcast bespreken Ronald Kers en Jan Stomphorst met Paul Bijleveld (Managing Director van ACC ICT) en Tim Stoop (oprichter van Kumina) de recente overname van Kumina door ACC ICT. Ze duiken in de strategische beweegredenen achter deze overname en bespreken wat deze samenwerking betekent voor klanten.Public Cloud vs. Private Cloud: wanneer kies je welke?Een belangrijk thema in deze aflevering is de keuze tussen public en private cloud. Paul en Tim delen hun inzichten en bespreken praktijkvoorbeelden:Public Cloud biedt flexibiliteit, schaalbaarheid en toegang tot de nieuwste technologieën.Private Cloud geeft meer controle en zekerheid, ideaal voor bedrijven met strikte regelgeving of gevoelige data.Ook hybride oplossingen komen aan bod, waarbij Kubernetes een sleutelrol speelt in het samenbrengen van beide werelden.Impact voor klantenDe overname leidt tot:Verbeterde continuïteit en zekerheid.Hoogwaardigere Kubernetes-oplossingen.Een breder scala aan diensten, afgestemd op diverse klantbehoeften.Mis deze boeiende aflevering niet waarin we laten zien hoe samenwerking binnen de IT-sector innovatie stimuleert en klanten centraal stelt!Stuur ons een bericht.ACC ICT Specialist in IT-CONTINUÏTEIT Bedrijfskritische applicaties én data veilig beschikbaar, onafhankelijk van derden, altijd en overalDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Like and subscribe! It helps out a lot.You can also find us on:De Nederlandse Kubernetes Podcast - YouTubeNederlandse Kubernetes Podcast (@k8spodcast.nl) | TikTokDe Nederlandse Kubernetes PodcastWhere can you meet us:EventsThis Podcast is powered by:ACC ICT - IT-Continuïteit voor Bedrijfskritische Applicaties | ACC ICT

De overheid heeft besloten om de meerderheid van de werkplekken naar Microsoft 365 te migreren. Ambtenaren gaan massaal aan de gang met Word, Excel, PowerPoint en Outlook in de cloud, ondanks dat niet exact duidelijk is welke implicaties dit heeft. Zo is er onduidelijkheid over de soevereiniteit. De overheid noemt de impact van de Amerikaanse cloud-act een geaccepteerd risico. Men accepteert dus dat de Amerikanen mogelijk meelezen met onze ambtenaren.In een recent verschenen rapport over het rijksbrede public cloudbeleid staan de nodige zaken die de wenkbrauwen doen fronsen. Meest opzienbarende is dat de Amerikaanse cloud-act een geaccepteerd risico wordt genoemd, wat betekent dat de Amerikaanse geheime diensten gewoon mee kunnen lezen.Nu de overheid tienduizenden ambtenaren gaat migreren naar Microsoft 365 rijst de vraag of dat risico ook echt acceptabel is. Als je vanuit productiviteit en efficiënt werken gaat kijken naar IT-oplossingen voor werkplekken dan zijn er ook niet bijzonder veel alternatieven. Google Workspace is een alternatief, maar komt met exact dezelfde zorgen als Microsoft. Dan blijft de huidige situatie in principe over: het kopen van Microsoft-licenties en de oplossingen zelf draaien of door een Nederlandse IT-leverancier laten faciliteren. Zou veiligheid niet altijd voorop moeten staan?In het cloudbeleid wordt ook duidelijk dat de overheid geen overzicht heeft hoeveel gebruik het eigenlijk maakt van cloudaanbieders. Alle losse overheidsinstanties hebben hun eigen IT-beleid en gaan zelf over hun investeringen in cloudoplossingen. Wel heeft het nieuwe public cloudbeleid als doel om deze informatie te rapporteren aan de CIO Rijk, zodat er overzicht ontstaat.Wij zijn van mening dat dit opnieuw aantoont hoe slecht IT is georganiseerd bij de overheid. In deze aflevering van Techzine Talks gaan we hier dieper op in, is dit nu iets wat Europa beter centraal kan regelen?

Welcome to IoT Coffee Talk #224 where we have a chat about all things #IoT over a cup of coffee or two with some of the industry's leading business minds, thought leaders and technologists in a totally unscripted, organic format. Thanks for joining us. Sit back with a cup of Joe and enjoy the morning banter.This week, Marc, Rob, Bill, Dimitri, Pete, and Leonard jump on Web3 to talk about:* Looking back on the pre-Bad Karaoke days of IoT Coffee Talk* Is NVIDIA the center of our universe? What will happen on NVIDIA Day?* Does NVIDIA have a play in edge and IoT?* Is cloud repatriation a real thing? Michael Dell seems to think so.* Jumping off the VMware ship. How could cloud repatriation be possible?* K8 and serverless - the ultimate cloud lock-in glue!* Cloud economics were never visible because we didn't do FinOps.* Do you need to grow your IT group again?* FinTech is not FinOps!!!!* Why surveys are mostly misguiding.* How Hock Tan shook the world and might have disrupted the cloud narrative.* The ruthless and painful reinvention of VMware and the future of cloud.* The residual value of GenAI beyond the hype implosion.* Hot Chips 2024 takes on the future of GenAI computing.* Why industrial policy in advance economies is tougher* When will we start to water crops with Gatorade? When we fail to ask good questions. Thanks for listening to us! Watch episodes at http://iotcoffeetalk.com/. We support Elevate Our Kids to bridge the digital divide by bringing K-12 computing devices and connectivity to support kids' education in under-resourced communities. Please donate.

In my interview with RapidScale CMO Sean Wisdom, we explored his journey through the tech world, leading to his current role, where he oversees marketing at RapidScale. Sean shared insights into his career path, reflecting on how shifts in technology, customer needs, and his passion for innovation have shaped his approach to marketing cloud solutions. We then discussed the evolving state of the customer in the cloud and AI era, touching on how companies are navigating new challenges and opportunities. We dove into the rapidly changing landscape of AI adoption, exploring its impact on hardware, cloud infrastructure, and cybersecurity. Sean highlighted the unique needs of certain industries, from healthcare to finance, as they face distinct challenges in integrating AI while keeping data secure. To wrap up, we talked about his love for Texas tacos, and he shared his two favorite taco spots—new additions to the Tacos and Tech Podcast Database. Thanks to Sean for joining the podcast and sharing his sharp insights on how technology is revolutionizing the way we work, innovate, and stay ahead in an ever-evolving digital landscape.

In this Tech Barometer podcast, Nick Mahlitz, digital infrastructure manager at Forestry and Land Scotland, takes listeners to his homeland,...[…]

In this Tech Barometer podcast, Nick Mahlitz, digital infrastructure manager at Forestry and Land Scotland, takes listeners to his homeland,...[…]

Paul Delory (@pacdelory, Research VP @Gartner_Inc for Technical Professionals) shares insights about cloud computing, cloud costs, VMware, Platform engineering and IaC.SHOW: 853CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SHOW NOTES:On The CUBE discussing VMware in April: https://www.youtube.com/watch?v=-wIClYI6bDQSoftware Development Times discussion Platform Engineering: https://sdtimes.com/softwaredev/analyst-view-whats-new-whats-now-and-whats-next-in-platform-engineering/Topic 1 - Welcome to the show. Before we jump into a broad set of topics today, give us a little bit about your background and what you focus on today.Topic 2 - The hyperscalers have grown quite large over the last decade, but as we came out of COVID, many of their customers were concerned about the cost of cloud. Are we seeing a new rationalization coming around cloud costs and accountability of costs? Topic 3 - We've all read the headlines regarding changes to VMware by Broadcom. Alternatives to VMware would be big decisions for many companies. As a neutral independent, how are you framing your thinking about the VMware ecosystem and the decisions being made about the future of virtualization? Topic 4 - Over the last decade, we've seen so many new technologies. To get value from them, they require more cross-functional collaboration. These days we tend to call that Platform Engineering. How well do you see the evolution of people and processes being adopted, and how much more needs to happen?Topic 5 - Behind the scenes of every transition over the past decade (Cloud, AI, Cloud-native) is the adoption of automation. This seems like a no-brainer, but actual adoption is lumpy across companies. What are some of the hard parts of automation that aren't discussed enough? FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

In episode 201 of our SAP on Azure video podcast we talk about Microsoft Copilot and SAP S/4HANA Cloud, Public Edition. We are now at over 200 episodes and I actually saw that we also passed 7000 subscribers -- thank you everyone for listening in and subscribing! To celebrate this achievement I am really happy to have Christian Hoffmann from SAP joining us today. For the last few years we have worked together on the Teams integration SAP S/4HANA Public Cloud. If you attended SAP Sapphire or saw some of the videos online you might have seen the next evolution of this -- the Microsoft Copilot integration. Christian will explain this a little more and also show us how the integration looks like. Find all the links mentioned here: https://www.saponazurepodcast.de/episode201 Reach out to us for any feedback / questions: * Robert Boban: https://www.linkedin.com/in/rboban/ * Goran Condric: https://www.linkedin.com/in/gorancondric/ * Holger Bruchelt: https://www.linkedin.com/in/holger-bruchelt/ #Microsoft #SAP #Azure #SAPonAzure #Copilot #S4HANA #CollaborativeERP

Public cloud provider marketshare numbers are often published and discusses, but what is hard to find is a long term trend and comparison between the major players. We were intrigued, so we did the research and are able to present to you seven years of history, with some rather surprising statistics! As promised, our research and conclusions: Cloud-Provider-Market-ShareDownload Please use the Contact Form on this blog or our twitter feed to send us your questions, or to suggest future episode topics you would like us to cover.

Discover how cloud-based ERP solutions are transforming small and medium enterprises. This episode delves into the challenges of growth, the importance of adopting a cloud mindset, and the benefits of standardized processes. Gain valuable insights on scalability, innovation, and cost-effectiveness to guide your company's digital transformation journey.

Since the GenAI era took off, most of the discussion has been about AI in the public cloud. But is there a market for AI in the Private Cloud as well? SHOW: 838SHOW TRANSCRIPT: The Cloudcast #838 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSOR:Panoptica, Cisco's Cloud Application Security solutionSHOW NOTES:DATA GRAVITY AND BUSINESS CONCERNS ABOUT GEN AIMost large companies keep their data on-premisesCompanies are concerned about mixing their data with public LLMsCompanies are unsure about hallucinations and their quality of their offeringsWHAT WILL THE ENTERPRISE MEASURE FOR GEN AI SUCCESS?Some GenAI projects will measure replacement activities (e.g. chatbots for call centers)The enterprise hasn't established a baseline for acceptable incorrect information yetEnterprises may use the public cloud GPUs to train or tune private modelsEnterprises will large the consumer market in usage of GenAI - need to identify use-casesFEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

Oracle today announced plans to open two Oracle Cloud Regions in Morocco to offer enterprise cloud services to local and regional organizations across Africa.

On the final afternoon of SAP Sapphire, Jon sat down with Brian Dennett for a sleep deprivation show review. Brian's SAP adventures have landed him with a partner that is expert on RISE and BTP, so it was the perfect time to dig into the pros and cons of RISE, where the value lies, and whether "clean core" is a crucial concept for SAP customers - or a marketing/commercial catch phrase. Also: what is the "BTP economy," and why should customers cast a wide net when it comes to their implementation partner moving forward? Jon also shares some of his customer feedback and surprises: including customer advocacy of the S/4HANA public cloud edition. We wrap with a brief chat about cynicism versus open-minded curiosity in the role of market analysis.

On the final afternoon of SAP Sapphire, Jon sat down with Brian Dennett for a sleep deprivation show review. Brian's SAP adventures have landed him with a partner that is expert on RISE and BTP, so it was the perfect time to dig into the pros and cons of RISE, where the value lies, and whether "clean core" is a crucial concept for SAP customers - or a marketing/commercial catch phrase. Also: what is the "BTP economy," and why should customers cast a wide net when it comes to their implementation partner moving forward? Jon also shares some of his customer feedback and surprises: including customer advocacy of the S/4HANA public cloud edition. We wrap with a brief chat about cynicism versus open-minded curiosity in the role of market analysis.

On a daily basis, most of us may only think about the public-facing aspects of technology companies, but there are a plethora of behind-the-scenes concepts that make an impact on our everyday lives. On today's episode, we talk about one of those areas—making the move from private to public cloud—with two experts. Jay Langhurst is principal IT architect for HR Systems at Salesforce, and Erik Anderson is principal solutions architect at Amazon Web Services. Tune in to learn more about why the public cloud makes such a big difference, what it means to their customers, and the role of Workday and AWS in the process. https://blog.workday.com/en-us/2024/workday-podcast-the-benefits-of-moving-to-the-public-cloud.html

A bit of a hybrid effort this week as the lads record over Zoom, but still come into the studio anyway. They start by discussing a piece Iain wrote, highlighting the increasing vulnerability faced by the world as everything moves into the public cloud. This leads to more Iain stuff, this time covering Open RAN for a change, before Scott finally gets a look-in to go over stories of his covering the UK shared rural network and possible 5G vendor swap in Portugal.

Join Jeff DeVerter in an engaging episode of “Cloud Talk - CTO Roundtable edition” as he hosts a panel of esteemed cloud technology leaders to dissect the complexities and advancements in Modern Operations. This episode features Justin Kuss, VP of IT for platforms and shared services at Rackspace, alongside Travis and Simon, CTOs for public and private cloud at Rackspace. The discussion promises to navigate the internal workings of cloud operations and spark a lively debate between the idealists and realists of the cloud world. Tune in for a thought-provoking conversation that will leave you with a deeper understanding of the operational strategies that are driving the cloud industry forward.

For this special edition of TCP Talks, Justin and Jonathan are joined by Travis Runty, CTO of Public Cloud with Rackspace Technology. In today's interview, they discuss being accidentally multi cloud, public vs private cloud, and cloud migration, and best practices when assisting clients with their cloud journeys.  Background Rackspace Technology, commonly known as Rackspace, is a leading multi-cloud solutions provider headquartered in San Antonio, Texas, United States. Founded in 1998, Rackspace has established itself as a trusted partner for businesses seeking expertise in managing and optimizing their cloud environments. The company offers a wide range of services aimed at helping organizations navigate the complexities of cloud computing, including cloud migration, managed hosting, security, data analytics, and application modernization. Rackspace supports various cloud platforms, including AWS, Azure, and GCP, among others.  Rackspace prides itself on its “Fanatical Experience” approach, which emphasizes delivering exceptional customer support and service. This commitment to customer satisfaction has contributed to Rackspace’s reputation as a reliable and customer-centric provider in the cloud computing industry.  Meet Travis Runty, CTO of Public Cloud for Rackspace Technology Beginning his career with Rackspace as a Linux engineer, Travis has spent the last 15 years working his way through multiple divisions of the company, including 10 years in senior and director level positions. Most recently, Travis served as VP of Technical Support of Global Cloud Operations from 2020-2022.  Travis is extremely passionate about building and leading high performance engineering teams and delivering innovative solutions. Most recently, as a member of their technology council, Travis wrote an article for Forbes – Building a Cloud-Savvy Workforce: Empowering Your Team for Success – where he discussed best practices for prioritizing workforce enablement, especially when it comes to training and transformation initiatives.  Interview Notes: In the main show, TCP has been talking a lot about Cloud / hybrid cloud / multi-cloud and repatriating data back to on prem, and today's guest knows all about those topics.  Rackspace has had quite a few phases in their journey to public cloud – including building a data center in an unused mall, introducing managed services, creating partnerships with VMware, an attempt to go head to head with the hyperscalers, and then ultimately focusing on public cloud and instead partnering with the hyperscalers.  Rackspace has both a focus on private and public cloud; when it comes to private cloud they focus mainly on VMware and OpenStack, whereas in the public cloud side, Rackspace partners with the hyperscalers to assist clients with their cloud journey.  Quotes from today's show  Travis: “We want to make sure that when a customer goes on their public cloud journey, that they actually have a robust strategy that is going to be effective. From there, we're able to leverage our professional services teams to make sure that they can realize that transformation, and hopefully there *is* a transformation, and it's not just a lift and shift.” Travis: “A conflict that we continuously have to strike the balance of is when do we apply a cloud native solution, and where do we apply the Rackspace elements on top. The hyperscalers techno

In this week's episode, I speak with Mitch Ottoson from Third Stage Consulting Group, to discuss a client that has recently canceled their S/4HANA implementation. We unpack the reasons leading up to the decision, the failure points and some of the lessons learned. We will also touch on Joule AI in the public cloud edition of S/4HANA.       CONTACT MY TEAM AND I: https://www.thirdstage-consulting.com/contact-us/ FOR SPONSORSHIP OPPORTUNITIES: contact@majortom-productions.com  

In the realm of startups, few narratives are as compelling and instructive as Kris Bliesner's journey. With a career from early-stage ventures to navigating hypergrowth and transition periods, Kris offers a wealth of insights into the dynamics of building and scaling businesses.

The pod was delighted to welcome its first ever special guest from Microsoft – Shawn Hakl VP of 5G Strategy. They start by asking for an overview of what Microsoft's interest is in the telecoms sector these days, which has increased significantly in recent years. That leads naturally to a review of the role the public cloud plays for operators, before they conclude by asking Shawn about the 5G part of his job title.

In Episode #140 hatten wir die Public Cloud Group (PCG) bereits zu Gast. Dahinter verbirgt sich ein Champion für das Thema Public Cloud im deutschsprachigen Raum. Jetzt bauen sie auch stark auf im Bereich Data & AI und genau darüber unterhalten wir uns hier mit Hannes Novak (Business Unit Lead DACH) und Dr. Carsten Riggelsen (Head of Data & AI). ----------------------------------- Weiterführende Informationen: ► Public Cloud Group (PCG): https://hubs.li/Q02cH6qN0 ► LinkedIn Hannes: https://www.linkedin.com/in/hannesnovak/ ► LinkedIn Carsten: https://www.linkedin.com/in/riggelsen/ ► LinkedIn Bernard: https://www.linkedin.com/in/bernardsonnenschein/ ► LinkedIn Marcel: https://www.linkedin.com/in/marcel-windau-7841b3195/

In this episode of "High Bit," Brett Gibson chats with Kurt Mackey, CEO of Fly.io, to break down how they challenge big cloud providers, overcome global logistical nightmares, and continuously evolve their software stack. From hardware setup challenges to growth-driven solutions, Kurt explains the highs and lows of managing a developer-focused public cloud. 00:00 Introduction 1:21 Starting off with what Fly.io is 3:26 Zooming in on the developer experience 6:19 What Fly.io's journey was like 19:23 Key takeaways from setting up the public cloud globally 25:20 What we can expect from the developer-facing stack trend

Today we talk about why Hybrid Cloud jobs are flooding the job market. We are joined by the hosts of the @cables2clouds. Join Chris, Tim, and Alex as they delve into the Cloud Networking world! The goal of their podcast is to help Network Engineers with their Cloud journey.Cables 2 Clouds Website: https://www.cables2clouds.com/The Code of Entry PodcastThe Code of Entry Podcast, hosted by the insightful Greg Bew, delves deep into the...Listen on: Apple Podcasts SpotifySupport the show

In this episode of the Infrastructure Matters podcast, hosts Steven Dickens and Krista Macomber discuss recent cloud provider expansion, cloud growth announcements, and the implications for the market. They highlight the maturity of the cloud market, mentioning AWS's 12% growth in the current quarter and its positioning for AI-driven services. They delve into the complexity of cloud adoption, discussing cost considerations, private cloud growth, and the challenges of data management and observability across hybrid environments. They emphasize the need for nuanced perspectives on cloud benefits, acknowledging the trade-offs between simplicity and complexity in areas such as data resilience and security.  Topics include:  * Endor Labs a code and governance pipeline platform with an over subscribed Series A funding round of $70 Million * Recent earnings announcements from cloud service providers, AWS and Microsoft  * The impact of strong cloud adoption, indicating the continued expansion of the cloud market and competition. * Complexity and trade-offs for cloud adoption, and the implications for data resiliency and security

Innovating InsuranceThe Big Themes:Cloud adoption challenges and benefits: Cloud adoption has been relatively slow because insurance companies and financial institutions tend to act conservatively, but now it's picking up. A core cloud enabler has been the need to standardize and centralize systems in order to increase speed, bring down costs, and bring in more data quality and transparency.Generative AI integration: GenAI is the next step after the movement from on-prem to cloud is completed, although some companies have already begun integrating it. Gen AI, along with the cloud, will dramatically change insurance so that ten years from now the public might not even recognize where insurance is bought from or where it is included.Regulatory compliance and localized requirements: Global companies like Sun Life must make sure they meet many different countries' regulations and requirements. Regulations can go beyond countries and regions and come from different companies or governments. Regulatory compliance for insurance often necessitates data centers in specific countries. The Big Quote: "The objective is to further simplify, standardize, in the end, the core systems, because only by doing that [will] companies . . . be able to go into a public cloud now. The end goal ... is not the private cloud. It's the public cloud, and in the public cloud, standardization is a key topic. And in the public cloud, SAP is offering [the] right services."

778: In this episode, Rackspace Technology's President of Private Cloud, Brian Lillie, speaks about the keys to successful cloud adoption and the benefits of a multi-cloud architecture. Throughout this conversation, we dive into Rackspace's business, explore Brian's purview within Private Cloud, and discuss the shared and differing responsibilities with his counterpart in Public Cloud. Brian explains how having a CIO background has been advantageous to him when partnering with the current CIO and the IT organization. With a breadth of experience across companies, disciplines, and industries, Brian shares insights into his thoughtful leadership style shaped by his core values, walks us through his career path, and talks about the impact that both his military experience and his pursuit of higher education has had on his professional career. Finally, Brian covers the advantages of having technologists on a board of directors, looks ahead at the latest trends in technology, and reflects on the secrets to his career success.

778: In this episode, Rackspace Technology's President of Private Cloud, Brian Lillie, speaks about the keys to successful cloud adoption and the benefits of a multi-cloud architecture. Throughout this conversation, we dive into Rackspace's business, explore Brian's purview within Private Cloud, and discuss the shared and differing responsibilities with his counterpart in Public Cloud. Brian explains how having a CIO background has been advantageous to him when partnering with the current CIO and the IT organization. With a breadth of experience across companies, disciplines, and industries, Brian shares insights into his thoughtful leadership style shaped by his core values, walks us through his career path, and talks about the impact that both his military experience and his pursuit of higher education has had on his professional career. Finally, Brian covers the advantages of having technologists on a board of directors, looks ahead at the latest trends in technology, and reflects on the secrets to his career success.

"Any country that intervenes in Taiwan will face serious consequences, including cyber attacks."This statement in January by the Chinese Ministry of Foreign Affairs made clear that the United States must be ready to defend itself in what many assume to be an inevitable conflict over Taiwan's independence. It begs the question, how will we defend ourselves from such a powerful adversary with one of the best cyber armies in the world?At the heart of the answer is the United States infrastructure: an interconnected web of both government and for profit companies that provide core services to the citizens. This public / private partnership is most evident where it matters most: energy and communications. Mary Haynes, Group Vice President of Charter Communications and industry cybersecurity veteran, has worked with presidential administrations across her multi-decade career to serve the twin goals of protecting her customers and making the country more resilient to attacks. Our 72 minute conversation with Mary starts with how our communications industry is responding to the threat and the Biden administration's somewhat unique approach. We explore two critical areas to mounting a credible defense: 1) Ensuring the security of consumer managed connectivity hardware and 2) Addressing traffic hijacking and route misadvertisements by shoring up BGP with RPKI. Throughout the conversation, we get a clear view into the combination of big picture thinking, technical acumen and diplomacy that have taken Mary to one of the top roles in defending the U.S. communications backbone.While the first part of the conversation discusses her and the communications industry's readiness to defend against nation state adversaries, the remainder of our interview serves as a brief career retrospective for Mary as she plans to start her transition into retirement later this year. On the topic of dealing with seismic technology shifts, she reflects on our response to the public cloud and how that should inform the cybersecurity industry's response to the current advancements in artificial intelligence. As we wrap up, Mary explains where we've made progress with regards to diversity and her advice for women considering a career in cybersecurity. Mary's optimism and clarity of vision leave a strong impression throughout the dialogue; we wish her the very best as she moves from leader and practitioner to advisor and board member later this year.

Bridget Kromhout (@bridgetkromhout, Principal PM @Azure) & Ralph Squillace (@ralph_squillace, Principal PM @Azure) talk about DevOps, Public Cloud involvement with OSS communities, CNCF, WASM and OSS Communities. SHOW: 724CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT - "CLOUDCAST BASICS"SHOW SPONSORS:Datadog Synthetic Monitoring: Frontend and Backend Modern MonitoringEnsure frontend issues don't impair user experience by detecting user-facing issues with API and browser tests with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt. CloudZero – Cloud Cost Visibility and Savings​​CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spendSHOW NOTES:Open Source on AzureArrested DevOps PodcastDevOps DaysWeb Assembly, Docker, Containerd, and Kubernetes (YouTube)Microsoft Open SourceRevive WG-LTS · Issue #7259 · kubernetes/community · GitHubKubernetes 1.23: Dual-stack IPv4/IPv6 Networking Reaches GA  Develop serverless WebAssembly apps with Spin | Fermyon • Experience the next wave of cloud computing. GitHub - jpetazzo/container.training: Slides and code samples for training, tutorials, and workshops about Docker, containers, and Kubernetes.xkcd: Dependency Topic 1 - Bridget, welcome back! It's been over 7 years since you were last on the show! Ralph, welcome to the show! Topic 2 - Bridget, let's talk about your journey. You were involved with Arrested DevOps Podcast & DevOps Days.  Your career has changed a bit from the Developer Advocate path into the PM side. Tell us a little bit about that.Topic 3 -  For those that aren't familiar, tell everyone about OSS @ Azure. How does Azure work with the Linux Foundation and the CNCF?Topic 4 - Ralph, let's talk about Web Assembly a bit. How did you get involved? How does Web Assembly fit into the bigger Azure architecture? How does it compare to Azure Functions?Topic 5 - We last talked about WASM probably in the summer last year. Momentum appears to have picked up dramatically judging by interest at recent KubeCon events. From your perspective, how has the space evolved and changed in the last 12 months?Topic 6 - How is Web Assembly different from the past promises of PaaS? What are some of the unique capabilities and use-cases that have evolved?FEEDBACK?Email: show at the cloudcast dot netTwitter: @thecloudcastnet

As the advancement of generative AI takes off, how might this inflection point in technology impact markets, companies, and investors alike? Equity Analyst and Head of U.S. Internet Research Brian Nowak and Head of the U.S. Software Research Team Keith Weiss discuss.----- Transcript -----Brian Nowak: Welcome to Thoughts on the Market. I'm Brian Nowak, Equity Analyst and Head of U.S. Internet Research for Morgan Stanley. Keith Weiss: And I'm Keith Weiss, Head of the U.S. Software Research Team. Brian Nowak: Today, we're at Morgan Stanley's annual Tech, Media, and Telecom conference in downtown San Francisco. We've been here most of the week talking with industry leaders and emerging companies across the spectrum, and the topic on everyone's mind is clearly A.I. So today, we're going to share some of what we're hearing and our views on the rise of artificial intelligence tools. It's Thursday, March 9th at 2 p.m. here on the West Coast. Brian Nowak: All week, Keith and I have been meeting with companies and speaking with new companies that are developing technologies in artificial intelligence. We've written research about how we think that artificial intelligence is reaching somewhat of an iPhone inflection moment with new people using new tools, and businesses starting to realize artificial intelligence is here to stay and can drive real change. Keith, talk to us about how we reached this moment of inflection and how do you think about some of the big picture changes across technology? Keith Weiss: Well, thank you for having me, Brian. So we've been talking about artificial intelligence for some time now. Software companies have been infusing their solutions with machine learning driven type algorithms that optimize outcomes for quite some time. But I do think the iPhone analogy is apt, for two reasons. One, what we're talking about today with generative AI is more foundational technologies. You can almost think about that as the operating system on the mobile phone like the iOS operating system. And what we've heard all week long is companies are really seeing opportunity to create new apps on top of that operating system, new use cases for this generative AI. The other reason why this is such an apt analogy is, like the iPhone, this is really capturing the imagination of not just technology executives, not just investors like you and I, but everyday people. This is something that our kids are coming home from high school and saying, "Hey, dad, look at what I'm able to do or with chatGPT, isn't this incredible?" So you have that marketing moment of everybody realizes that this new capability, this new powerful technology is really available to everybody. Keith Weiss: So, Brian, what do you think are going to be the impacts of this technology on the consumer internet companies that you cover? Brian Nowak: We expect significant change. There is approximately $6 trillion of U.S. consumer expenditure that we think is going to be addressed by change. We see changes across search. We see more personalized search, more complete search. We see increasing uses of chatbots that can drive more accurate, personalized and complete answers in a faster manner across all types of categories. Think about improved e-commerce search helping you find products you would like to buy faster. Think about travel itinerary AI chatbots that create entire travel itineraries for your family. We see the capability for social media to change, better rank ordering and algorithms that determine what paid and organic content to show people at each moment. We see new creator tools, generative AI is going to enable people to make not only static images but more video based images across the entire economy. So people will be able to express themselves in more ways across social media, which will drive more engagement and ultimately more monetization for those social media platforms. We see e-commerce companies being able to better match inventory to people. Long tail inventory that previously perhaps could not find the right person or the right potential buyer will now better be able to be matched to buyers and to wallets. We see the shared economy across rideshare and food delivery also benefiting from this. Again, you're going to have more information to better match drivers to potential riders, restaurants to potential eaters. And down the line we go where we ultimately see artificial intelligence leading to an acceleration in digitization of consumers time, digitization of consumers wallets and all of that was going to bring more dollars online to the consumer internet companies. Brian Nowak: Now that's the consumer side, how do you think about artificial intelligence impacting enterprise in the B2B side? Keith Weiss: Yeah, I think there's a lot of commonalities into what you went through. On one level you talked about search, and what these generative AI technologies are able to do is put the questions that we're asking in context, and that enables a much better search functionality. And it's not just searching the Internet. Think about the searches that you do of your email inbox, and they're not very effective today and it's going to become a lot more effective. But that search can now extend across all the information within your organization that can be pretty powerful. When you talk about the generative capabilities in terms of writing content, we write content all day long, whether it's in emails, whether it's in text messages, and that can be automated and made more efficient and more effective. But also, the Excel formulas that we write in our Excel sheets, the reports that you and I write every day could be really augmented by this generative AI capability. And then there's a whole nother kind of class of capabilities that come in doing jobs better. So if we think about how this changes the landscape for software developers, one of the initial use cases we've seen of generative AI is making software developers much more productive by the models handling a lot of the rote software development, doing the easy stuff. So that software developer could focus his time on the hard problems to be solved in overall software development. So if you think about it holistically, what we've seen in technology trends really over the last two decades, we've seen the cost of computing coming way down, stuff like Public Cloud and the Hyperscalers have taken that compute cost down and that curve continues to come down. The cost of data is coming down, it's more accessible, there's more out of it because we've digitized so much of the economy. And then thirdly, now you're going to see the cost of software development come down as the software developers become more productive and the AI is doing more of that development. So those are all of your input cost in terms of what you do to automate business processes. And at the same time, the capabilities of the software is expanding. Fundamentally, that's what this AI is doing, is expanding the classes and types of work that can be automated with software. So if your input costs are coming way down and your capabilities are coming up, I think the amount of software that's being developed and where it's applied is really going to inflate a lot. It's going to accelerate and you're going to see an explosion of software development. I'm as bullish about the software industry right now as I've been over the past 20 years. Keith Weiss: So one of the things that investors ask me a lot about is the cost side of the equation. These new capabilities are a lot more compute intensive, and is this going to impact the gross margins and the operating margins of the companies that need to deploy this. So, how do you think about that part of the equation, Brian? Brian Nowak: There's likely to be some near-term impact, but we think the impacts are near-term in nature. It is true that the compute intensity and the capital intensity of a lot of these new models is higher than some of the current models that we're using across tech. The compute intensity of the large language models is higher than it is for search, it is higher than it is for a lot of the existing e-commerce or social media platforms that are used. So as we do think that the companies are going to need to invest more in capital expenditure, more in GPUs, which are some of the chips that enable a lot of these new large language models and capabilities to come. But these are more near-term cost headwinds because over the long term, as the companies work with the models, tune the models and train the models, we would expect these leading tech companies to put their efficiency teams in place and actually find ways to optimize the models to get the costs down over time. And when you layer that in with the new revenue opportunities, whether we're talking about incremental search revenue dollars, incremental e-commerce transactions, incremental B2B, SAS like revenue streams from some companies that will be paying more for these services that you spoke about, we think the ROI is going to be positive. So while there is going to likely be some near-term cost pressure across the space, we think it's near-term and to your point, this is a very exciting time within tech because these new capabilities are going to just expand the runway for top line growth for a lot of the companies across the space. Brian Nowak: And this is all very exciting on the consumer side and the business side, but Keith talk to us about sort of some of the uncertainties and sort of some of the factors that need to be ironed out as we continue to push more AI tools across the economy. Keith Weiss: Yeah, there's definitely uncertainties and definitely a risk out there when it comes to these technologies. So if we think about some of the broader risks that we see, these models are trained on the internet. So you have to think about all the data that's out there. Some of that data is good, some of that data is bad, some of that data could introduce biases into the search engines. And then the people using these search engines that are imbued with the AI, depending on how hard they're pushing on the search engines on the prompts, and that's the questions that they're asking the search engines, you could elicit some really strange behavior. And some of that behavior has elicited fears and scared some people, frankly, by what these search engines are bringing back to them. But there's also business model risk. From a software perspective, this is going to be the new user interface of how individual users access software functionality. If you're a software company that's not integrating this soon enough, you're going to be at a real disadvantage. So there's business has to be taken into account. And then there's broader economic risk. We're talking about all the capabilities that this generative AI can now do that these models can now take over. So for the software developer, does this mean there's job risk for software developers? For creative professionals who used to come up with the content on their own, does this mean less jobs for creative professionals? Or you and I? Are these models going to start writing our research reports on a go forward basis? So those are all kind of potential risks that we're thinking about on a go forward basis. Keith Weiss: So, Brian, maybe to wrap up, how do you think about the milestones and sort of the key indicators that you're keeping an eye on for who are going to be the winners and losers as this AI technology pervades everything more fully? Brian Nowak: It's a great question. I would break it into a couple different answers. First, because of the high compute intensity and costs of a lot of these models, we only see a handful of large tech companies likely being able to build these large language models and train them and fully deploy them. So the first thing I would say is look for new large language model applications from big tech being integrated into search, being integrated into e-commerce platforms, being integrated into social media platforms, being integrated into online video platforms. Watch for new large language tools to roll across all of big tech. Secondly, pay attention to your app stores because we expect developers to build a lot of new applications for both businesses and consumers using these large language models. And that is what we think is ultimately going to lead to a lot of these consumer behavior changes and spur a lot of the productivity that you talked about on the business side. Keith Weiss: Outstanding. Brian Nowak: Keith, thanks for taking the time. Keith Weiss: Great speaking with you, Brian. Brian Nowak: As a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us on the Apple Podcasts app. It helps more people to find the show.

Is the private 5G market big enough to justify HPE's acquisition of Athonet? Is saving money worth retreating from public cloud? Why are organizations still getting bit by basic cloud misconfigurations? Will an appetite for AI deliver results for Nvidia? We explore these and other questions in the latest Network Break podcast.