Welcome to episode 271 of the Cloud Pod Podcast - where the forecast is always cloudy! Justin, Jonathan and Matthew are your hosts today as we discuss the latest news in cloud and AI, including earnings reports, Google’s legal trouble, and SQL updates. We even take a minute to give some side eye to AWS’s deprioritization techniques. Spoiler alert: 0 out of 5 stars for keeping customers informed.
Titles we almost went with this week:
• No Google, you can’t own Park Place, Boardwalk, the railroads and the utilities
• Amazons Titan Image Generator is no titan of photography
• BigTable graduates to SQL support
• TikTok/Instagram, Azure Reliability and Temu bring down the big three clouds’ earnings
• Span your Mind to Graphs & Vectors
• DOJ rules The Cloud Pod should be your default news source
• The CloudPod - now with SQL support
• AWS Deprioritizes 7 Services, Cloud Pod Hosts Prioritize Therapy
A big thanks to this week’s sponsor:
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Follow Up
00:45 Amazon decision to deprioritize 7 cloud services caught customers and (www.businessin...)
even some salespeople by surprise (www.businessin...)
• Jeff Barr confirmed on Twitter (Yes will always call it Twitter) after recording last week’s episode that they had made the tough decision to deprioritize 7 cloud (www.businessin...) services.
• There is still no official blog post announcing this, beyond the confirmation from Jeff Barr.
• Amazon (www.businessin...) is discontinuing new access to a small number of services in the tweet - but would continue to run them in a secure environment.
• Jeff Bar confirmed the list of services to be S3 Select, CloudSearch, Cloud9, SimpleDB, Forecast, Data Pipeline and CodeCommit.
• An AWS (www.businessin...) Spokesperson claimed to Business Insider that the changes were communicated through multiple channels within and outside the company.
• But were they REALLY though?
01:33 Justin - “Yeah, they kind of took a leap out of the Hitchhiker’s Guide to the Galaxy book and put the planning commission in the filing cabinet downstairs with the broken light.”
General News
It’s Earnings Time!
07:35 Alphabet meets earnings expectations but misses on RU-vid ad revenue (www.cnbc.com/2...)
• Alphabet (www.cnbc.com/q...) revenue was up 14% YOY, driven by search and cloud, GCP surpassed $10B in quarterly revenues and $1 Billion in operating profit for the first time.
• GCP Cloud Revenue was 10.35 B vs the expected 10.20 billion.
• Alphabet shares were down on the news due to a miss on RU-vid advertising, with revenue at 8.66 billion vs 8.93 billion. Wop wop.
• Cloud revenue was up 29% YOY.
08:23 Matthew - “Amazing how much RU-vid was down, you know, and how it negatively affected everything altogether. I’m also always fascinated by how much revenue they make from RU-vid advertising.”
08:58 Microsoft shares dip as cloud miss overshadows better-than-expected (www.cnbc.com/2...) revenue and earnings (www.cnbc.com/2...)
• Microsoft (www.cnbc.com/q...) shares dipped on Wednesday as investors looked past better-than-expected earnings and revenue and focused instead on disappointing cloud results.
• In spite of that, executives provided a dose of optimism when they predicted a cloud growth speed-up in the first half of 2025.
• Revenue was $64.73 Billion vs 64.39 billion.
• Azure revenue grew 29% for the quarter but Wall Street had expected 31% .
09:28 Jonathan - “That’s interesting. 29 % for Azure, but I expected 31, but 29 % for Google was just fine.”
09:44 Amazon shares slide on revenue miss, disappointing guidance for third (www.cnbc.com/2....
12 сен 2024
