tcp.fm

By Justin Brodley, Jonathan Baker, Ryan Lucas and Matt Kohn

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. L... more

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The podcast currently has 309 episodes available.

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April 24, 2024256: Begun, The Custom Silicon Wars Have
Welcome to episode 256 of the Cloud Pod podcast – where the forecast is always cloudy! This week your hosts, Justin and Matthew are here this week to catch you up on all the news you may have missed while Google Next was going on. We’ve got all the latest news on the custom silicon hot war that’s developing, some secret sync, drama between HashiCorp and OpenTofu, and one more Google Next recap – plus much more in today’s episode. Welcome to the Cloud!
Titles we almost went with this week:
I have a Google Next sized hangover
Claude’s Magnificent Opus now on AWS
US-EAST-1 Gets called Reliable; how insulting
The cloud pod flies on a g6
A big thanks to this week’s sponsor:
Check out Sonrai Securities’ new Cloud Permission Firewall. Just for our listeners, enjoy a 14 day trial at www.sonrai.co/cloudpod
General News
Today, we get caught up on the other Clouds from last week, and other news (besides Google, that is.) Buckle up.
04:11 OpenTofu Project Denies HashiCorp’s Allegations of Code Theft
After our news cutoff before Google Next, Hashicorp issued a strongly worded Cease and Desist letter to the OpenTofu project, accusing that the project has “repeatedly taken code Hashi provided under the BSL and used it in a manner that violates those license terms and Hashi’s intellectual properties.”
It notes that in some instances, OpenTofu has incorrectly re-labeled Hashicorp’s code to make it appear as if it was made available by Hashi, originally under a different license.
Hashi gave them until April 10th to remove any allegedly copied code from the OpenTofu repo, threatening litigation if the project failed to do so.
OpenTofu struck back – and they came with receipts!
They deny that any BSL licensed code was incorporated into the OpenTofu repo, and that any code they copied came from the MPL-Licensed version of terraform.
“The OpenTofu team vehemently disagrees with any suggestions that it misappropriated, mis-sourced or misused Hashi’s BSL code. All such statements have zero basis in facts” — Open Tofu Team
OpenTofu showed how the code they accused was lifted from the BSL code, was actually in the MPL version, and then copied into the BSL version from an older version by a Hashi Engineer.
Anticipating third party contributions might submit BSL terraform code unwittingly or otherwise, OpenTofu instituted a “taint team” to compare Terraform and Open Tofu Pull requests.
If the PR is found to be in breach of intellectual property rights, the pull request is closed and the contributor is closed from working on that area of the code in the future.
Matt Asay, (from Mongo) writing for Infoworld, dropped a hit piece when the C&D was filed, but then
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41min
April 17, 2024255: Guess What’s Google Next? AI, AI, and Some More AI!
Welcome to episode 255 of the Cloud Pod podcast – where the forecast is always cloudy! This week your hosts, Justin, Jonathan, Matthew and Ryan are here to tackle the aftermath of Google Next. Whether you were there or not, sit back, relax, and let the guys dissect each day’s keynote and the major announcements.
Titles we almost went with this week:
How About Some AI?
“The New Way to Cloud” is a Terrible TagLine (and is what happens when you let AI do your copy)
Welcome Google Cloud Next Where There is No Cloud, Just AI
Ok Google, did your phone go off?
For 100 dollars, guess how many AI stories Google Has This Week
From Search to Skynet: Google Cloud Next’s Descent into AI Madness
‘Next’ Up from Google – AI!
Have Some Conference with Your AI
A big thanks to this week’s sponsor:
We’ve got a new sponsor! Sonrai Security
Check out Sonrai Securities’ new Cloud Permission Firewall. Just for our listeners, enjoy a 14 day trial at sonrai.co/cloudpod
GCP – Google Next 2024
We’re jumping right into GCP this week, so we can talk about all things Google Next.
01:44 FIrst impressions: Vegas > Moscone, so take that Vegas.
Both Ryan and Justin agree that Vegas is much better than the Mosconoe center in San Francisco for Google Next
The Sessions were well organized, but Ryan is a little tired from walking back and forth between them. Exercise is tiring! \
Vegas infrastructure was well utilized, something Amazon didn’t do as well.
Folks staying at area hotels that *weren’t* Mandalay Bay had some issues with trying to get onto / off property at the beginning and end of the day.
Free coffee is still available. *If you can find it.
Expo hall felt cramped
08:22 Thoughts on the Keynote Address
Note: Not enough space in the arena for keynotes; the arena holds approx. 12k; numbers released by Google say there were 30k in attendance.
Thomas Kurian kicked off the keynote, introduced their new tagline “The New Way to Cloud”
Sundar: Months can feel like decades in the cloud… WORD.
36B revenue run rate
Kurian did a rapid fire announcement of all the things coming – which required Justin to rewatch just to get them all.
A3 Mega Nvidia H100 GPUs
Nvidia GB200 NVL72 (in early 2025
TPU v5p GA
Hyperdisk ML for Inference
Cloud Storage Fuse Caching GA
Parallel Store Caching
AI Hypercomputer
Dynamic Workload Scheduler
Nvidia GPU Support for GDC Google Distributed Cloud
GKE Enterprise for GDC
AI Models on GDC
Vector Search on GDC
Vertex AI Solutions with GDC
Secret and Top Secret Accredita
...more
38min
April 11, 2024254: The Cloud Pod Offers Therapy Sessions to AIs With Trust Issues
Welcome to episode 254 of the Cloud Pod podcast – where the forecast is always cloudy! This week we’re talking about trust issues with some security updates over at Azure, forking drama at Redis, and making all of our probably terrible predictions for Google Next. Going to be in Vegas? Find one of us and get a sticker for your favorite cloud podcast! Follow us on Slack and Twitter to get info on finding your favorite host IRL. (Unless Jonathan is your favorite. We won’t be giving directions to his hot tub.)
Titles we almost went with this week:
The Cloud Pod Hosts Fail To Do Their Homework
The Cloud Pod Now Has a Deadline
This Is Why I Love Curl … EC2 Shop Endpoint is Awesome
AI & Elasticsearch… AI – But Not Like That
Preparing for Next Next Week
A big thanks to this week’s sponsor:
We’ve got a new sponsor! Sonrai Security
Check out Sonrai Securities’ new Cloud Permission Firewall. Just for our listeners, enjoy a 14 day trial at www.sonrai.co/cloudpod
Follow Up
02:15 AWS, Google, Oracle back Redis fork “Valkey” under the Linux Foundation
In no surprise, placeholderKV is now backed by AWS, Google and Oracle and has been rebranded to Valkey under the Linux Foundation.
Interestingly, Ericsson and Snap Inc. also joined Valkey.
03:19 Redis vs. the trillion-dollar cabals
Anytime an open source company changes their license, AWS and other cloud providers are blamed for not contributing enough upstream.
Matt Asay, from Infoworld, weighs in this time.
The fact that placeholder/Valkey was forked by several employees at AWS who were core contributors of Redis, does seem to imply that they’re doing more than nothing.
I should point out that Matt Asay also happens to run Developer relations at MongoDB. Pot, meet kettle.
04:14 Ryan – “It’s funny because I always feel like the cloud contribution to these things is managed services around them, right? It’s not necessarily improvements to the core source code. It’s more management of that source code. Now there are definitely areas where they do make enhancements, but I’m not sure the vast majority makes sense to be included in an open source made for everyone product either.”
General News
07:01 What we know about the xz Utils backdoor that almost infected the world
The Open Source community was a bit shocked when a Microsoft Developer revealed a backdoor had been intentionally planted in xz Utils, an open source data compression utility available on almost all installations of Linux and Other Unix-Like OS.
The person – or people – behind this project likely spent years working on it.
...more
1h 23min
April 04, 2024253: Oracle Autonomous Database is the OG Dad Joke
Welcome to episode 253 of the Cloud Pod podcast – where the forecast is always cloudy! Justin, Ryan, and Jonathan are your hosts this week as we discuss data centers, OCI coming in hot (and potentially underwater?) in Kenya, stateful containers, and Oracle’s new globally distributed database (Oracle Autonomous Database) of many dollars. Sit back and enjoy the show!
Titles we almost went with this week:
The Cloud Pod: Transitioning to SSPL – Sharply Satirical Podcast Laughs!
The Data Centers of Loudoun County
The Forks of Redis were Speedb
AWS, I’d Like to Make a Return, Please
See…Stateful Containers Are a Thing
Azure Whispers Sweet Nothings to You
I’m a Hip OG-DAD
Legacy Vendor plus Legacy Vendor = Profit $$
Wine Vendors >Legacy Vendors
I’m Not a Regular Dad, I’m an OG Dad
A big thanks to this week’s sponsor:
We’re sponsorless this week! Interested in sponsoring us and having access to a specialized and targeted market? We’d love to talk to you. Send us an email or hit us up on our Slack Channel.
Follow Up
02:25 Microsoft Agreed to Pay Inflection $650 Million While Hiring Its Staff
Listener Note: Payway article
Last week, we talked about Microsoft hiring the Inflection Co-Founder Mustafa Suleyman and their Chief scientist, as well as most of the 70-person staff.
Inflection had previously raised 1.5B, and so this all seemed strange as part of their shift to an AI Studio or a company that helps others train AI models.
Now, it has been revealed that Microsoft has agreed to pay a 620M dollar licensing fee, as well as 30M to waive any legal rights related to the mass hiring. As well as it renegotiated a $140M line of credit that aimed to help inflection finance its operations and pay for the MS services.
03:22 Justin – “…that explains the mystery that we talked about last week for those who were paying attention.”
General News
05:17 Redis switches licenses, acquires Speedb to go beyond its core in-memory database
Redis, one of the popular in-memory data stores, is switching away from its Open Source Three-Clause BSD license.
Instead it is adopting a dual licensing model called the Redis Source Available License (RSALv2) and Server Side Public Licensing (SSPLv1).
Under the new license, cloud service providers hosting Redis will need to enter into a commercial agreement with Redis. The first company to do so was Microsoft.
Redis also announced the acquisition of Speedb (speedy-bee) to take it beyond the in memory space.
This isn’t the first time that Redis has changed the licensing model.
In 2018 and 2019, it changed the way it licensed Redis Models under the Redis Source Available License v1.
Redis CEO Rowa
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1h 6min
March 28, 2024252: I have an InfluxDB of AI Related Stories
Welcome to episode 252 of The Cloud Pod podcast, where the forecast is always cloudy! This week Justin, Jonathan, Ryan, and Matthew are talking about InfluxDB, collabs between AWS and NVIDIA, some personnel changes over at Microsoft, Amazon Timestream, and so much more! Sit back and enjoy – and make sure to hang around for the aftershow, where Linux and DBOS are on the docket. You won’t want to miss it.
Titles we almost went with this week:
Light a fire under your Big Queries with Spark procedures
All your NVIDIA GPU belong to AWS
Thanks, EU for Free Data Transfer for all*
Microsoft, Inflection, Mufasta, Scar… this is not the Lion King Sequel I expected
The Cloud Pod sees Inflections in the Timestream
The Cloud Pod is a palindrome
The Cloudpod loves SQL so much we made a OS out of it
Lets run SQL on Kubernetes on Top of DBOS. What could go wrong?
The Cloud Pod is 5 7 5 long
A big thanks to this week’s sponsor:
We’re sponsorless this week! Interested in sponsoring us and having access to a specialized and targeted market? We’d love to talk to you. Send us an email or hit us up on our Slack Channel. Please. We’re not above begging. Ok. Maybe Ryan is. But the rest of us? Absolutely not.
AI Is Going Great (Or, How ML Makes All Its Money)
1:00 PSYCH! We’re giving this segment a break this week. YOU’RE WELCOME.
AWS
01:08 Anthropic’s Claude 3 Haiku model is now available on Amazon Bedrock
Last week Claude 3 Sonnet was available on Bedrock, this week Claude 3 Haiku is available on Bedrock.
The Haiku model is the fastest and most compact mode of the Claude 3 family, designed for near-instant responsiveness and seamless generative AI experiences that mimic human interaction.
We assume, thanks to how much Amazon is stretching this out, that next week we’ll get Opus.
Want to check it out for yourself? Head over to the Bedrock console.
02:02 Jonathan – “I haven’t tried Haiku, but I’ve played with Sonnet a lot for pre over the past week. It’s very good. It’s much better conversationally. I mean, I’m not talking about technical things. It’s like I ask all kinds of random philosophical questions or whatever, just to kind of explore what it can do, what it knows…If I was going to spend money on OpenAI or Anthropic, it would be on Anthropic right now.”
04:03 AWS Pi Day 2024: Use your data to power generative AI
3.14 just passed us by last week, and Amazon was back with a live steam on Twitch where they explored AWS storage from data lakes to High Performance Storage, and how to transform your data strategy to become the starting point for Generative AI.
As always they announced several new storage features in honor of
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1h 2min
March 20, 2024251: AI Is the Final Nail in the Coffin for Low Code
Welcome to episode 251 of The Cloud Pod podcast – where the forecast is always cloudy! This week we’re looking at the potential end of low impact code thanks to generative AI, how and why Kubernetes is still hanging on, and Cloudflare’s new defensive AI project. Plus we take on the death of Project Titan in our aftershow.
Titles we almost went with this week:
The Cloud Pod is Magic
Why is the Cloud Pod Not on the Board of the Director for OpenAI
The Cloud Pod wants Gen AI Money
The Cloud Pod Thinks Magic Networks Are Less Fun Than Magic Mushrooms
The Cloud Pod is Mission Critical so Give Us Your Money and Sponsor Us
A big thanks to this week’s sponsor:
We’re sponsorless this week! Interested in sponsoring us and having access to a specialized and targeted market? We’d love to talk to you. Send us an email or hit us up on our Slack Channel.
Follow-Up
00:50 Kubernetes Predictions Were Wrong — Redux
Last week Ryan and Justin talked about why Kubernetes hasn’t disappeared into the background during our after show, and now with Matt and Jonathan here I wanted to see if they had any additional thoughts.
If you missed this two weeks ago, it’s probably because you don’t know that there are regular after shows after the final bumper of the show… typically about non-cloud things or things that generally interest our hosts. There is one today about the death of the Apple Car.
To summarize the conversation, ChatGPT has provided us with a sort of CliffsNotes version.
Ryan and Justin speculated on the reasons why Kubernetes (K8) persisted despite predictions of its decline:
Global Pandemic Impact: They acknowledged the global pandemic that unfolded since 2020 and considered its potential influence on Kubernetes. The pandemic might have shifted priorities and accelerated digital transformation efforts, leading to increased reliance on Kubernetes for managing cloud-native applications and infrastructure. Organizations might have intensified their focus on scalable and resilient technologies like Kubernetes to adapt to remote work environments and changing market dynamics.
Unforeseen Complexity: Despite expectations for a simpler alternative to emerge, Kubernetes has grown more complex over time. The ecosystem around Kubernetes has expanded significantly, with various platforms, services, and tools built on top of it. This complexity may have made it challenging for organizations to migrate away from Kubernetes, as they have heavily invested in its ecosystem and expertise.
Critical Role in Scalability: Kubernetes remains a fundamental technology for platform engineering teams seeking to achieve scalability and standardization in their operations. Creating a standardized, opinionated path for Kubernetes within organizations enables them to streamline deployment processes, manage resources efficiently, and support the growing demands of modern applications. This critical role in scaling infrastructure and applications might have contributed to Kubernetes’ enduring relevance.
Absence of Clear Alternatives: Despite predictions, no single service or platform has emerged as a clear, universally adopted alternative to Kubernetes. While other solutions exist, such as Tanzu, OpenShift, and others mentioned, none have achieved the same level of adoption or provided a compelling reason for organizations
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1h 3min
March 15, 2024250: The Cloud Pod Goes Nuclear Powered
Welcome to episode 250 of the Cloud Pod podcast – where the forecast is always cloudy! Well, we’re not launching rockets this week, but we ARE discussing the AI arms race, AWS going nuclear, and all the latest drama between Elon and OpenAI. You won’t want to miss a minute of it!
Titles we almost went with this week:
The Paradox of AI choice
Amazon just comes across super desperate on RACING to AI foundation model
support
Your new JR developer Test-LLM
If you can’t beat OpenAI, sue them
A big thanks to this week’s sponsor:
We’re sponsorless this week! Interested in sponsoring us and having access to a specialized and targeted market? We’d love to talk to you. Send us an email or hit us up on our Slack Channel.
General News
01:12 IT Infrastructure, Operations Management & Cloud Strategies: Chicago (Rosemont/O’Hare), Illinois
Want to meet cloud superstar Matthew Kohn in person? He’s going to be giving a talk in Chicago, if you’re going to be in the neighborhood. *Maybe* he’ll have some stickers.
11:30am – 12:30pm: Using Data and AI to Shine a Light on Your Dark IT Estate
AI Is Going Great (Or, How ML Makes All Its Money)
03:42 Anthropic claims its new models beat GPT-4
AI Startup Anthropics, has announced their latest version of Claude.
The company claims that it rivals OpenAI’s GPT-4 in terms of performance.
Claude 3, and its family of models, includes Claude 3 Haiku, Sonnet and Opus, with Opus being the most powerful.
All show “increased capabilities” in analysis and forecasting, Anthropic claims, as well enhanced performance on specific benchmarks versus models like GPT-4 (but not GPT-4 Turbo) and Googles Gemini 1.0 Ultra (but not Gemini 1.5 Pro)
Claude 3 is Anthropics first multi-modal model.
In a step better than rivals, Claude can analyze multiple images in a single request (up to 20). This allows it to do compare and contrast operations
However, there are limits to its image capabilities. It’s not allowed to identify people.
They admit it is also prone to mistakes on low-quality images under 200 pixels, and struggles with tasks involving spatial reasoning and object counting.
05:42 Justin – “Overall, this looks like not a bad model. I do see a little bit of chatter today actually. Some people say it’s not quite as good in some areas, but it’s pretty good in others. And it is not connected to the internet, this model. So it is dated only through August of 2023. So anything that happened after that, like the Israeli Hamas conflicts, it doesn’t know anything about those. So just be aware.”
06:08 Matthew – “You know, it’s actually interesting now. There’s so many models out there. You know, you have to start to look at what makes sense for your data and what you need, along with also price. You know, I look too closely at what the price is, but you might be able to get away with running this over GPT
...more
57min
March 06, 2024249: Google Gemini and the Terrible, Horrible, No Good, Very Bad Week
Welcome to episode 249 of the CloudPod Podcast – where the forecast is always cloudy! This week, Justin and Ryan put on their scuba suits and dive into the latest cloud news, from Google Gemini’s “woke” woes, to Azure VMware Solution innovations, and some humorous takes on Reddit and Google’s unexpected collaboration. Join the conversation on AI, storage solutions, and more this week in the Cloud!
Titles we almost went with this week:
Gemini Has Gone Woke? Uhhh…ok.
A big thanks to this week’s sponsor:
We’re sponsorless this week! Interested in sponsoring us and having access to a specialized and targeted market? We’d love to talk to you. Send us an email or hit us up on our Slack Channel.
General News
01:48 DigitalOcean beats expectations under the helm of new CEO Paddy Srinivasan
Quick earnings chat. Digital Ocean, under their new CEO Paddy Srinivasan reported earnings of 44 centers per share, well ahead of Wall Street’s target of 37 cents per share.
Revenue growth was a little sluggish at 11% more than a year earlier, but the companies 181 million in reported sales still beat analysts expectations.
Full year revenue was 693M for the year.
We’re really glad to see the business is still going, and instead of going back on-premise, we think it’s a viable option for many workloads so don’t sleep on them.
02:46 Ryan – “I like that, you know, while they are very focused on, you know, traditional compute workloads, you can still see them. Dip in their toes into managed services and, and, um, their interaction with the community and documentation of how to do things. I think it’s really impactful.”
03:34 VMware moves to quell concern over rapid series of recent license changes
As we have reported multiple times on the VMWARE shellacking they are doing to the customers, Vmware has released a blog post trying to convince you that they’re **not** screwing you.
Broadcom has realigned operations around VMWare Cloud Foundation private cloud portfolio and data center-focused VMWare Vsphere suite, and no longer sells discrete products such as vSphere hypervisor, vSAN virtual storage and NSX network storage virtualization software.
They also are eliminating perpetual licensing in favor of subscription-only pricing, with VCF users getting vSAN, NSX and the Aria Management and orchestration components bundled whether you want them or not.
Broadcom says this is about focusing on best-of-breed silos, and not disparate products without an integrated experience.
They have also introduc
...more
59min
February 25, 2024247: ChatGPT Remembers? Oh No!
Welcome to episode 247 of the CloudPod Podcast – where the forecast is always cloudy! Pepperidge Farm remembers – and now so does ChatGPT! Today on the pod we’re talking about the new “memory” function in ChatGPT, secrets over at OCI, and Firehose dropping Kinesis like its HOT. Plus plenty of other Cloud and AI news to get you through the week. Let’s get started!
Titles we almost went with this week:
I Don’t Think Anyone Wants to be “Good Enough” in AI
Oracle Can Rotate All My Secrets
Amazon Data Firehose – Not Without Kinesis
A big thanks to this week’s sponsor:
We’re sponsorless this week! Interested in sponsoring us and having access to a very specialized and targeted market? We’d love to talk to you. Send us an email or hit us up on our Slack Channel.
Follow Up
00:57 C2C Event
Recently Justin was down at a 2gather event Google’s Cloud headquarters near Moffett Field in Sunnyvale. So to those new listeners who heard Justin there and just couldn’t get enough, welcome! We’re happy to have you.
Want to see what events are coming up, and hopefully near you? Check out the lineup here.
General News
08:25 Why companies are leaving the cloud
A recent study by Citrix, is saying that 25% of organizations in the UK have already moved half or more of their cloud-based workloads back to on-premises infrastructures.
The survey questioned 350 IT leaders on their current approaches to cloud computing.
93% of them had been involved in a cloud repatriation project in the last three years.
Surveyed said their reasons for moving from the Security Issues, High Project Expectations and unmet expectations, with most saying the cost was the biggest motivator, which definitely makes sense to us.
In general this isn’t my experience when talking to listeners, or folks at the recent C2C event; there’s always a few companies that probably shouldn’t have moved to the cloud in the first place, but those numbers don’t pan out to us in who we’re talking to.
We’re interested in listener feedback here – have any of you been involved in a repatriation project?
09:55 Ryan – “I think it’s kind of the same thing that happened in reverse a few years ago, where it’s like all the companies are moving to the cloud. The same reports were, you know, 50 % of companies are moving other entire workloads into the cloud. And now it’s sort of the pendulum swinging the other way.”
AI is Going Great (or how ML Makes all Its Money) – ChatGPT gets Reveries
12:37 Memory and new controls for ChatGPT
ChatGPT is adding a new “memory” feature; “remembering” allows you to ask the bot to remember things you have chatted about with ChatGPT in the past.
So things like you love to travel, you have a daughter, etc.
...more
58min
February 17, 2024246: The CloudPod Will Never Type localllm Correctly
Welcome to episode 246 of The CloudPod podcast, where the forecast is always cloudy! This week we’re discussion localllm and just why they’ve saddled us all with that name, saying goodbye to Bard and hello to Gemini Pro, and discussing the pros and cons of helping skynet to eradicate us all. All that and more cloud and AI news, now available for your listening nightmares.
Titles we almost went with this week:
Oracle says hold my beer on Africa
The Cloud Pod Thinks the LLM Maturity Model has More Maturing To Do
There is a Finch Windows Canary in Fargate
New LLM Nightmares
The Cloud Pod Will Never Type localllm Correctly
A big thanks to this week’s sponsor:
We’re sponsorless this week! Interested in sponsoring us and having access to a very specialized and targeted market? We’d love to talk to you. Send us an email or hit us up on our Slack Channel.
General News
It’s Earnings Time!
01:42 Microsoft issues light guidance even as Azure growth drives earnings beat
Microsoft shares were up after they reported earnings of 2.93 per share vs expectations of 2.73 per share.
Revenue was 62.02 billion vs 61.12 billion.
This represents a 17.6% year over year in the quarter.
The intelligent cloud segment produced $25.88 billion in revenue, up 20% and above the $25.29 billion consensus among analysts surveyed by Streets Accounts.
Revenue from Azure and other cloud services grew 30%, when analysts only expected 27.7%.
Six points are tied to AI as Microsoft now has 53,000 Azure AI customers and 1/3rd are new in the past year (per Microsoft.)
02:46 Justin- “I don’t think the count the Open AI customers, do you? Because there’s way more people that have Open AI usage than 53,000. So I think this is legitimately Azure AI – which is Open AI under the hood – but specifically paying for that subscription.”
04:19 Alphabet shares slide on disappointing Google ad revenue
Alphabet reported better-than-expected revenue and profit for the fourth quarter, but ad revenue trailed analysts projections.
Earnings per share were 1.64 vs 1.59 expected.
Revenue of 86.31 billion vs 85.33 billion expected
Google Cloud was 9.19 Billion vs 8.94 billion expected, according to Street.
That represents a 26% expansion in the fourth quarter.
04:51 Justin- “…which is interesting, because you would expect that they’d have similar growth being tied to Bard and Gemini to be close to what Microsoft is doing.”
12:02 Amazon reports better-than-expected results as revenue jumps 14%
Amazon also exceeded analysis expectations.
Earnings per share 1.00 vs 80 cents expected.
Revenue of 170 billion vs 166.2 bi
...more
1h 4min

FAQs about tcp.fm:

How many episodes does tcp.fm have?

The podcast currently has 309 episodes available.