287: The Cloud Pod Rebrands For A 1B AI Valuation
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Introduction
Welcome to episode 287 of The Cloud Pod – where the forecast is always cloudy! 2025 is already shaping up to be another year of “unprecedented” times, but have no fear, Justin, Ryan, Jonathan, and Matthew are all in the house and (mostly) recovered from the holidays – and just in time to bring you all the latest new year news in the cloud world.
Oracle Cloud Growth Challenge
2:42 Oracle’s rampant cloud growth wasn’t enough for Wall Street, and its stock slides after-hours
04:09 📢 Justin – “now in January, their stock is, up a dollar 11 today, but, looking at the month, they haven’t really recovered from earnings quite yet. So we’ll see how they do as they continue through the year..."
HashiCorp Year in Review
04:34 HashiCorp 2024 year in review
06:28 📢 Ryan- “I was as surprised as you are with the Nomad news...
IBM and HashiCorp Acquisition
07:17 IBM acquisition of HashiCorp again in peril as antitrust looms
09:25 📢 Jonathan – “Well, just like any government agency..."
Advancements in AI
10:00 Why OpenAI’s Structure Must Evolve To Advance Our Mission
11:36 OpenAI o1 and new tools for developers
12:39 📢 Jonathan – “I think the branding’s kind of messed up..."
AI Industry Growth
16:01 A.I. Start-Up Anthropic Is in Talks That Could Value It at $60 Billion
16:43📢 Jonathan – “What’s weird is of course the Chinese models like DeepSeek and Qwenn..."
Cloud Security Concerns
18:15 Amazon refuses Microsoft 365 deployment because of lax cybersecurity
20:07 📢 Matthew – “That’s a stretch because also looking at S3 and it doesn’t really follow the same IAM model..."
AWS Expansion
22:11 Stable Diffusion 3.5 Large is now available in Amazon Bedrock
23:21 📢 Jonathan – “One of the interesting use cases I think is becoming more popular is people making AI generated adult content..."
Cloud Infrastructure Investments
29:50 AWS says it’ll invest ‘at least’ $11B to expand data center infrastructure in Georgia
30:40 📢 Justin – “11 billion dollars seems like a lot for a local zone…”
Google's Strategic Update
33:27 Tech Google CEO Pichai tells employees to gear up for big 2025: ‘The stakes are high’
34:40 📢 Ryan – “I think that just goes to show you that, you know, why some of the stakes are high and why the antitrust is there..."
Cloud Database Enhancements
35:43 Database Center: Now with support for Bigtable, Firestore, and Memorystore
36:41 📢 Ryan – “Yeah, I’ve seen many people screw this up too, because they’re thinking they’re using a cache..."
AI Advancements in Azure
39:22 Announcing the o1 model in Azure OpenAI Service: Multimodal reasoning with “astounding” analysis
41:13 📢 Justin – “They’re building Skynet. It’s Microsoft. They’re building Skynet..."
Oracle Exadata X11M Announcement
43:41 📢 Matthew – “How many seconds can you burn your budget in?”
Closing: And that is the week in the cloud! Visit our website, the home of the Cloud Pod, where you can join our newsletter, slack team, send feedback or ask questions at theCloud Pod.net or tweet, toot, bluesky us with hashtag #theCloudPod. The Cloud Pod, a renowned cloud technology platform.
