Between the bold predictions, VC economics, and rising usage-patterns are stories of limited ROIs, undefined use-cases and associated job losses. AI is in an awkward phase of maturity and it’s not clear how it will evolve into the next phase.

SHOW: 962

SHOW TRANSCRIPT: The Cloudcast #962 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

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

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.

SHOW NOTES:

THE SPECTRUM OF AI

The early years of the Internet, we tried to replicate physical-based activities
The early years of the Internet, the whole industry/world-economy wasn’t depending on “the next thing”
The early years of AI, “the leaders” are talking about curing cancer and double human longevity
Cloud had “lift and shift”; AI has “get everyone a GenAI license”
Where is the middle? Where is the rational discussion?
Massive Funding
Massive # of Consumer Users
From Ed to Sam, from Dario to Satya, from Jensen to Larry …. Big spectrums of opinions
Unprofitable (except NVIDIA, Broadcom)
Near monopoly of GPUs by NVIDIA
Every couple months, the landscape seems to shift (OpenAI partners, Leading models,
Questionable Enterprise ROI - lots of “we gave everyone GenAI, but we don’t know how to measure it”
Companies are laying off workers, or avoiding hiring because of promises of AI
Unknown “killer” use-cases beyond chatbots, therapy, developer-assistants, writing, document handling
Today’s mantra is “Rub some AI Agents on it”

FEEDBACK?

Email: show at the cloudcast dot net
Twitter/X: @cloudcastpod
BlueSky: @cloudcastpod.bsky.social
Instagram: @cloudcastpod
TikTok: @cloudcastpod

The AI Awkward Years

The Cloudcast