Big Announcements or BIG Announcements?

At a time when many AI and Cloud announcements are happening, how can we determine which ones are important, disruptive, or just me-too? 

SHOW: 892

SHOW TRANSCRIPT: The Cloudcast #892 Transcript

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SHOW NOTES:

• Brian Gracely on Software Defined Interviews (podcast)
• The Stargate Project (Jan 2025)
• Deepseek models attempts to rival OpenAI (Jan 2025)
• Will Deepseek threaten US equity markets? (CNBC)

REACTING AND PLANNING WHEN SO MANY BIG ANNOUNCEMENTS ARE HAPPENING

• Why is the announcement happening now?
• What are the facts of the announcement?
• How are Enterprises thinking about these announcements?
• How are Enterprises thinking about how this pace of change impacts their thinking?
• What are the technology impacts of the announcement?
• What are the direct economic impacts of the announcement? Secondary impacts?
  • OpenAI profitability?
  • NVIDIA ability to charge premium for leading-edge chips?
  • Pricing for any AI offering (Co-Pilots, etc.)
  • Write-offs of existing GPU/Training investments?

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