@AaronDelp and @BGracely talk about the biggest stories, trends and events of cloud in 2023, and some predictions for 2024.
SHOW: 782
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SHOW NOTES:
THE BASICS:
- Our second 2M listens show
- Thank you to all our sponsors throughout the year (Datadog, CloudZero, Cisco Panoptica, Section, Fix the Internet, Sysdig, DoIT, Eaton, theCUBE, CNCF, Upland Software, Equinix, Red Hat, Cloudfix, GCore, Kosli)
2023 PREDICTIONS:
AARON’S PREDICTIONS:
- A Hyperscaler that isn’t 1 or 2 throws in the towel - We start to see consolidation in the category
- Platform Engineering hits its Trough of Disillusionment
- Compact, OSS, specialized AI models will become the standard for anything not in the cloud (on device, datacenter, edge)
- A new category emerges - AI Customization for the masses (Data Science as a Service) - intersection of ITOps and AI
BRIAN’S PREDICTIONS:
- We’ll see the 1st 500M-user AI service
- AI economics start to change (smaller models, non-GPU chips)
- 40-50 former unicorns ($1B valuations from 2020-22) get acquired
- Every product adds an AI / LLM capability to simplify usage
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