On The Cloud Pod this week, the team discusses shorting Jim Chanos amid the great cloud giant vs. colo standoff. Plus: Google prepares for a post-quantum world, Amazon EC2 M1 Mac instances are now generally available, and master of marketing Oracle introduces sovereign cloud regions for the European Union.

A big thanks to this week’s sponsor, Foghorn Consulting, which provides full-stack cloud solutions with a focus on strategy, planning and execution for enterprises seeking to take advantage of the transformative capabilities of AWS, Google Cloud and Azure.

Top Quotes  

“Quantum computing has been taken very seriously from a security perspective. Conservative estimates [are] 10 to 20 years before we have quantum computers large enough and reliable enough to run short algorithms to factor these large primes. But we’re starting … It’s going to take a long time for businesses to actually catch on and realize and modernize and adopt this before the bad things start to happen. If they ever do.”

“The big issue is from a federal government perspective: In a world where quantum computing can actually go through those primes fast enough and decrypt all this data … it’s a huge national security risk [and] a huge problem for the world. … Does it follow into the corporate world as quickly? No. Will it become a big issue when it happens? Hell yeah. There’ll be a Y2K-level disaster that we’ll have to be dealing with.”