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著者： Justin Brodley Jonathan Baker Ryan Lucas and Matt Kohn
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 The Cloud Pod is your one-stop-shop for all things Public, Hybrid, Multi-cloud, and private cloud. Cloud providers continue to accelerate with new features, capabilities, and changes to their APIs. Let Justin, Jonathan, Ryan and Peter help navigate you through this changing cloud landscape via our weekly podcast.© 2025 The Cloud Pod 経済学
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  • 309: Microsoft tries to give away cloud services for free, sadly, it's only SQL

    309: Microsoft tries to give away cloud services for free, sadly, it's only SQL
    2025/06/26

    Welcome to episode 308 of The Cloud Pod – where the forecast is always cloudy! Justin and Matt are on hand and ready to bring you an action packed episode. Unfortunately, this one is also lullaby free. Apologies. This week we’re talking about Databricks and Lakebridge, Cedar Analysis, Amazon Q, Google’s little hiccup, and updates to SQL – plus so much more! Thanks for joining us.

    Titles we almost went with this week:
    • KV Phone Home: When Your Key-Value Store Goes AWOL
    • When Your Coreless Service Finds Its Core Problem
    • Oracle’s Vanity Fair: Pretty URLs for Pretty Penny
    • From Warehouse to Lakehouse: Your Free Ticket to Cloud Town
    • 1⃣Databricks Uno: Because One is the Loneliest Number
    • Free as in Beer, Smart as in Data Science
    • Cedar Analysis: Because Your Authorization Policies Wood Never Lie
    • Cedar Analysis: Teaching Old Policies New Proofs
    • Amazon Q Finally Learns to Talk to Other Apps
    • Tomorrow: Visual Studio’s Predictive Edit Revolution
    • The Ghost of Edits Future: AI Haunts Your Code Before You Write It
    • IAM What IAM: Google’s Identity Crisis Breaks the Internet
    • Permission Denied: The Day Google Forgot Who Everyone Was
    • 403 Forbidden: When Google’s Bouncer Called in Sick
    • AWS Brings the Heat to Fusion Research
    • Larry’s Cloud Nine: Oracle Stock Soars on Forecast Raise
    • OCI You Later: Oracle Bets Big on Cloud Growth
    • Oracle’s Crystal Ball Shows 40% Cloud Growth Ahead
    • Meta Scales Up Its AI Ambitions with $14 Billion Investment
    • From FAIR to Scale: Meta’s $14 Billion AI Makeover
    • Congratulations Databricks one, you are now the new low code solution.
    • AWS burns power to figure out how power works
    AI Is Going Great – Or How ML Makes Money

    02:12 Zuckerberg makes Meta’s biggest bet on AI, $14 billion Scale AI deal

    • Meta is finalizing a $14 billion investment for a 49% stake in Scale AI, with CEO Alexandr Wang joining to lead a new AI research lab at Meta.
    • This follows similar moves by Google and Microsoft acquiring AI talent through investments rather than direct acquisitions to avoid regulatory scrutiny.
    • Scale AI specializes in data labeling and annotation services critical for training AI models, serving major clients including OpenAI, Google, Microsoft, and Meta.
    • The company’s expertise covers approximately 70% of all AI models being built, providing Meta with valuable intelligence on competitor approaches to model development.
    • The deal reflects Meta’s struggles with its Llama AI models, particularly the underwhelming reception of Llama 4 and delays in releasing the more powerful “Behemoth” model due to concerns about competitiveness with OpenAI and DeepSeek. Meta recently reorganized its GenAI unit into two divisions following these setbacks.
    • Wang brings both technical AI expertise and business acumen, having built Scale AI from a 2016 startup to a $14 billion valuation. His experience includes defense contracts and the recent Defense Llama collaboration with Meta for national security applications.
    • For cloud providers and dev...
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    51 分
  • 308: SCC: Security Command Center or Super Cool Capabilities?

    308: SCC: Security Command Center or Super Cool Capabilities?
    2025/06/18
    Welcome to episode 308 of The Cloud Pod – where the forecast is always cloudy! Justin, Matt and Ryan are in the house today to tell us all about the latest and greatest from FinOps and SnowFlake conferences, plus updates from Security Command Center, OpenAI, and even a new AWS Region. All this and more, today in the cloud! Titles we almost went with this week: I Left My Wallet at FinOps X, But Found Savings at Snowflake SummitSnowflake City Lights, FinOps by the SeaThe Two Summits: A Tale of FinOps and SnowflakesCrunchy on the Outside, Snowflake on the Inside AWS Taipei: Because Sometimes You Need Your Data Closer Than Your Night Market AWS Plants Its Flag in Taipei: The 37th Time’s the CharmAWS Slashes GPU Prices Faster Than a CUDA KernelTwo Writers Walk Into a Database… And Both SucceedAWS Network Firewall: Now With Windows!The VPN Connection That Keeps Its SecretsTransform and Roll Out: Pub/Sub’s New Single Message FeatureSAP Happens: Google’s New M4 VMs Handle It BetterTotal Recall: Google’s 6TB Memory MachinesThe M4trix Has You (And Your In-Memory Databases)DeepSeek and You Shall Find… on Google CloudFour Score and Seven Vulnerabilities Ago – mkThe Fantastic Four Security FeaturesMCP: Model Context Protocol or Master Control Program from Tron?No SQL? No Problem! AI Takes the WheelInjection Rejection: How Azure Keeps Your Prompts Clean General News 05:09 FinOps X 2025 Cloud Announcements: AI Agents and Increased FOCUS Support All major cloud providers announced expanded support for FOCUS (FinOps Open Cost and Usage Specification) 1.0, with AWS already in general availability and Google Cloud launching a BigQuery export in private preview. This signals an industry-wide standardization of cloud cost reporting formats.AWS introduced AI-powered cost optimization through Amazon Q Developer integration with Cost Optimization Hub, enabling automated recommendations across millions of resources with detailed explanations and action plans for cost reduction.Microsoft Azure launched AI agents for application modernization that can reduce migration efforts from months to hours by automating code assessment and remediation across thousands of files, while also introducing flexible PTU reservations that work across multiple AI models.Google Cloud unveiled FinOps Hub 2.0 with Gemini-powered waste detection that identifies underutilized resources (like VMs at 5% usage) and provides AI-generated optimization recommendations for Kubernetes, Cloud Run, and Cloud SQL services.Oracle Cloud Infrastructure added carbon emissions reporting with hourly power-based calculations and GHGP compliance, plus new cost anomaly detection and rules-based cost allocation features for improved financial governance. 06:11 Justin – “I mean, if I’m modernizing my application, typically it’s off .NET and Azure, but ok…” 07:20 Broadcom reboots CloudHealt... Chapters (00:00:00) - Don't Buy Software Named After Fuzzy Creatures(00:04:00) - FinOps X: Ranting About Finops Tooling(00:05:17) - Cloud Cost Reporting Standards 1.2 Spec(00:07:19) - CloudHealth's New Look for Finops(00:11:05) - FinOps and the dual-role(00:12:37) - Snowflake Summit 2018: Big Data, Intelligence & Security(00:17:29) - Snowflake Adds Postgres to its Cloud Platform(00:20:05) - OpenAI Adds Google Cloud to Its Infrastructure(00:23:34) - Mistral AI Releases Magistral, Their First Language Model(00:26:07) - Amazon Launches 37th Global Region in Taipei(00:31:25) - Wonders of AWS: Smithy API Models(00:37:34) - AWS to Lower GPU Prices for AI-based Instances(00:41:01) - AWS Open-Sourcing PG Active(00:44:43) - AWS Network Firewall: Monitoring Dashboard(00:48:35) - AWS Site to Site VPN: New Features and Best Practices(00:51:41) - Google Pub Sub: JavaScript Transforms (New Feature)(00:54:51) - Google Cloud: New SAP HANA M4 VMs with In(00:56:50) - What Sharding a Database Is Really Like(00:59:41) - Google Cloud Announces Optimized Deployment Recipes for DeepSeq(01:01:27) - BigQuery: reservation fairness and predictability,(01:06:19) - SEC Cybersecurity Command Center 2018: Four new capabilities(01:07:18) - Squid vs. Splunk(01:07:36) - Cloud Run Threat Detection(01:08:22) - SCC automatically detects connections to known malicious IPs by analyzing V(01:09:32) - Google Cloud's Natural Language Data Manipulation (MLDB)(01:11:31) - Google Cloud and Datadog: An AI Match(01:14:21) - Google Cloud Serverless for Apache Spark & BigQuery(01:16:40) - Microsoft: Azure Prompt Shields & More(01:20:08) - Jazz: Microsoft's Cloud J(01:23:45) - FinOps Tooling: The End of an Era(01:31:05) - Will Kelly: Cloud Vendors Are Screwed(01:37:18) - Will Cloud Health and Cloudability Help Your Finops?(01:41:16) - The Future of FinOps: Unit Economics(01:45:44) - Week in Cloud: The Cloud Podcast
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    1 時間 46 分
  • 307: The AI Assistant That Finally Understands Your Kubernetes Cluster (We are Doomed)

    307: The AI Assistant That Finally Understands Your Kubernetes Cluster (We are Doomed)
    2025/06/13
    Welcome to episode 307 of The Cloud Pod – where the forecast is always cloudy! Who else is at a conference? Justin is coming to us this week from sunny San Diego where he’s attending FinOps – so we have that news to look forward to for next week. Matt and Ryan are also on hand today to share the latest news from Kubernetes, Salesforce acquisitions, and the strange case of Azure making AWS more cost effective. Titles we almost went with this week: The Great Redis Escape: One Year Later, Valkey is Living Its Best LifeCache Me If You Can: How Valkey Outran Redis’s License PoliciesTier Today, Gone Tomorrow: AWS’s New Storage Class That Moves Your Data So You Don’t Hey AI, Deploy My App: AWS Makes It Actually WorkAWS Finally Calculates What You’ll Actually PayThe Price is Right: AWS EditionFrom List Price to Real Price: AWS Gets TransparentRed Hat and AWS Sitting in a Tree, R-H-E-L-I-N-GDockerfile? More Like Dockefile-It-For-Me with Amazon’s New MCP ServerElementary, My Dear Watson: Amazon Q Becomes Sherlock Holmes for AWSCUD You Believe It? Red Hat Gets the Discount TreatmentCommitted Relationship Status: It’s Complicated (But 20% Cheaper)RHEL Yeah! Google Drops Prices on Enterprise LinuxDisk Today, Gone Tomorrow: Azure’s Vanishing OS StorageATL1: Where GPUs Meet Sweet Tea and Southern HospitalityAWS Launches Operation Cloud SovereigntyThe Great Firewall of Europe: AWS EditionAmazon Builds a GDPR Fortress in Germany General News 01:46 What Salesforce’s $8B acquisition of Informatica means for enterprise data and AI | VentureBeat Salesforce just dropped $8 billion to acquire Informatica. This purchase was really about building the data foundation needed for agentic AI to actually work in enterprise environments – we’re talking about combining Informatica’s 30 years of data management expertise with Salesforce’s cloud platform to create what they’re calling a “unified architecture for agentic AI.”This acquisition fills a massive gap in Salesforce’s data management capabilities, bringing in critical pieces like data cataloging, integration, governance, quality controls, and master data management – all the unsexy but absolutely essential plumbing that makes AI agents trustworthy and scalable in real enterprise deployments.The timing here is fascinating, because Informatica literally just announced their own agentic AI offerings last week at Informatica World, so Salesforce is essentially buying a company that’s already pivoted hard into the AI space – rather than trying to build these capabilities from scratch.There’s going to be some interesting overlap with MuleSoft, which Salesforce bought for $6.5 billion back in 2018, but analysts are saying Informatica’s data management capabilities are more comprehensive and updated – this could mean some consolidation challenges ahead as they figure out how to integrate these overlapping technologies.For enterprise customers, this could be a game-changer because it promises to automate those painful, time-consuming data processes that typically take days or weeks. These AI agents can handle data ingestion, in... Chapters (00:00:00) - Will GCP's Gemini Understand Kubernetes?(00:01:08) - Fooled by Conference(00:01:45) - Salesforce Buys Informatica for GenTech AI(00:05:02) - Valky Turns One(00:07:42) - Harness Unveils MCP Server(00:13:23) - Terraform 2.8: Security in the Cloud(00:16:21) - Amazon Launches FSX for Lustre Intelligent Tiering(00:18:56) - Amazon AI System Development with ecs, EKS and Serverless(00:21:15) - AWS Pricing Calculator Gets a Long-Needed Feature(00:28:19) - Amazon to Launch a European Sovereign Cloud(00:36:10) - Google's Cloud-based Red Hat Discount(00:38:06) - Google Launches Vertex AI Ranking API(00:42:41) - Google Cloud Run: Bringing GPUs to Serverless(00:45:17) - Kubernetes: Volume Populator for Machine Learning(00:47:48) - Microsoft's Azure AI Foundry: Turn Every Software Developer Into an(00:51:59) - C Scripts in C(00:55:32) - Azure: General Availability of Ephemeral OS Disks(01:01:08) - Azure AI Gateway Expands Support for AWS Bedrock Model End(01:04:50) - DigitalOcean Making a Serious Play for GPUs(01:10:23) - Week in Cloud: Finops X
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    1 時間 11 分

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