F0r 1nstance Podcast

Episodes

1. 10

   Episode 10: AWS re:Invent's Bid for Dominance

   Sarbjeet and Sarah host the podcast live and in person for the first time! AWS re:Invent packed a punch in the hyperscaler prize fight over GenerativeAI and the hearts and minds of customers. With a swath of announcements from enhancements to Bedrock to the HuggingFace partnership for Sagemaker…

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   Dec 6, 2023

   32m
2. 9

   Episode 09: What Blazed at Microsoft Ignite

   In this special episode of F0r 1nstance, Sarbjeet and Sarah pour over the announcements at Microsoft Ignite, including new chips for AI and general purpose, the inescapable narrative around Copilot, reflections back to Google NEXT, and what it means for Microsoft's competitive position.

   Nov 17, 2023

   57m
3. 8

   Episode 08: Cloud Earnings, Semiconductor Earnings, Vacuums, and What They Tell Us about This Moment

   Sarah and Sarbjeet get witty in this eighth episode of the For Instance podcast in which they discuss the successful PR efforts of Microsoft, Google's disappointing quarter and if it has longer term implications, and AWS' modest growth. Also, get ready to hear about semiconductor earnings and the...

   Nov 2, 2023

   42m
4. 7

   Episode 07: Alternative Energy, AI Chips to China, Hashicorp's Direction, and Tribute to Israel

   Sarbjeet and Sarah pay tribute to the unfolding situation in Israel. Musings about news coming from Microsoft about the Activision acquisition and potential alternative energy sources for the datacenter, also the Biden administration's position on exports of AI chips to China. Updates on…

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   Oct 20, 2023

   50m
5. 6

   Episode 06: Cisco and Splunk, Three-Way GenAI Prize Fight, Huang’s Law, and More

   Sarah and Sarbjeet pack it in on this episode of F0r 1nstance with a very lively news cycle— from Cisco’s acquisition of Splunk and what it means for Cisco’s networking narrative, to AWS and Google’s courting of Anthropic, Microsoft’s AI chip with AMD and their hedging on OpenAI, Nvidia’s…

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   Oct 6, 2023

   43m
6. 5

   Episode 05: Oracle Exadata in Azure, Arm's Big IPO, Intel Innovation, and Qualcomm Hangs On

   Somehow, the narrative in cloud computing is getting pulled back to semiconductors-- whether it's Oracle Exadata going to Azure with its hardware, Arm's IPO and its future, Intel's bid for relevance, Qualcomm's extended deal with Apple, or where and how you do ML inferencing. Sarah and Sarbjeet...

   Sep 21, 2023

   40m
7. 4

   Episode 04: Outages, Gatekeepers, GPU Competition, and Autonomous Cars

   Rolling into Episode 4, Sarah and Sarbjeet reflect on the Azure outage in Australia East, the EU's "gatekeeper" law and what that means for companies who do business on the app stores, BMW's big announcement with AWS, GPU performance and competition, and new earnings releases including jockeying…

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   Sep 7, 2023

   38m
8. 4

   Special Episode: What's NEXT for Google Cloud?

   In this special episode of F0r 1nstance, Sarah and Sarbjeet delve through the major announcements from Google Cloud Next 2023 in San Francisco. Is Google Cloud on the right track, was their laser focus on AI too much or just right, and are they driving the right kind of attention for growth?…

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   Sep 1, 2023

   35m
9. 3

   Episode 03: VMware Explore, the Changing Landscape of Semiconductors, and What Makes AI Generative

   Sarbjeet covers his experience at VMware Explore and VMware's positioning post-acquisition, Sarah highlights more news in the continuing slug fest in semiconductors, conjecture about the many suitors courting Hugging Face, and thoughts about the value and value[s] of Generative AI-- landing the...

   Aug 25, 2023

   57m
10. 2

    Episode 02: Of Economics, Repatriation, and AWS’s Pursuit of Generative AI

    On this second episode of F0r 1nstance podcast, Sarbjeet and Sarah unpack further earnings releases (expected, unexpected, intriguing, and concerning), philosophize about what truly makes a hybrid cloud and what drives repatriation, and speculate about how AWS is pursuing revenue growth with...

    Aug 10, 2023

    56m
11. 1

    Episode 01: Sarbjeet and Sarah Kick Off

    Sarbjeet and Sarah kick off the first episode of the podcast with discussion about new and continuing hot topics in cloud and AI in the past two weeks: the new FTC proposed guidelines for mergers and acquisitions, TSMC's postponement of manufacturing in their new Chandler, AZ site, earnings,...

    Jul 28, 2023

    41m