243: WHOIS The Cloud Pod? We’ll Never Know

01/17/24 • 30 min

Welcome to episode 243 of the Cloud Pod podcast – where the forecast is always cloudy! It’s a bit of a slow new week, but we’re not hitting the snooze button! This week Justin, Matthew and Ryan are discussing more changes over at Broadcom after VMware buyout last year, HPE buying out Juniper Networks, why all the venture capital money seems to be going into trying to take down Nvidia, and changes to WHOIS lookup over at AWS certificate manager. Plus we’ll find out exactly what that special something is that makes Justin the perfect executive.

Titles we almost went with this week:

New Years Happened and there is no Good New News
The Cloud Pod Was Always Security Challenged
Azure Shows the Health of Their Business by Springing into Discounts
Network Gear Powers AI – Who Knew?

A big thanks to this week’s sponsor: We’re sponsorless this week! Interested in sponsoring us and having access to a very niche market of cloud engineers? We’d love to talk to you. Send us an email or hit us up on our Slack Channel.

Follow Up

01:48 More news from Broadcom – and this time they’re coming after the cloud. Broadcom ditches VMware Cloud Service Providers

Remember in November when Broadcom bought VMware for $61 billion dollars? Well, the reorganization from that purchase is continuing.
Broadcom is reportedly ditching the majority of their VMware Cloud Service Providers as part of the shakeup of the partner program.
Notable companies in the CSP program include Oracle, Azure, Rackspace, and Google. These larger companies most likely won’t be impacted (yet.)
It’s suspected that they will get moved over to a new partner program, but Broadcom is culling it down to only the largest partners to remain in the program.
There are lots of smaller cloud players who are in the CSP who will likely be impacted and should keep an eye on this over the next few months.
- https://cloud.vmware.com/providers/search-result
It’s a bad look for Broadcom, as they told the EU that acquiring VMware would increase competition in the cloud space – but cutting partners out of the program seems to be a consolidation to me.

03:29 Ryan – “I wonder if this is just going to be like new sales or something. Cause that seems very short notice if you’re on VMware as on one of these smaller cloud providers, that seems incredibly risky.”

03:45 Matthew – “I feel like they have to have something lined up. Or let me rephrase that. I would assume slash hope they have something lined up because otherwise they’re gonna really piss off a lot of people.”

General News

04:40 Hewlett Packard Enterprise buying Juniper Networks in deal valued at about $14 billion

HPE is buying Juniper Networks in an all cash deal valued at $14B, which will double the HPE networking business.
HPE will be paying $40 per share, prior day close was 30.19.
The transaction will strengthen HPE’s position at the nexus of accelerating ma

Titles we almost went with this week:

New Years Happened and there is no Good New News
The Cloud Pod Was Always Security Challenged
Azure Shows the Health of Their Business by Springing into Discounts
Network Gear Powers AI – Who Knew?

A big thanks to this week’s sponsor: We’re sponsorless this week! Interested in sponsoring us and having access to a very niche market of cloud engineers? We’d love to talk to you. Send us an email or hit us up on our Slack Channel.

Follow Up

01:48 More news from Broadcom – and this time they’re coming after the cloud. Broadcom ditches VMware Cloud Service Providers

Remember in November when Broadcom bought VMware for $61 billion dollars? Well, the reorganization from that purchase is continuing.
Broadcom is reportedly ditching the majority of their VMware Cloud Service Providers as part of the shakeup of the partner program.
Notable companies in the CSP program include Oracle, Azure, Rackspace, and Google. These larger companies most likely won’t be impacted (yet.)
It’s suspected that they will get moved over to a new partner program, but Broadcom is culling it down to only the largest partners to remain in the program.
There are lots of smaller cloud players who are in the CSP who will likely be impacted and should keep an eye on this over the next few months.
- https://cloud.vmware.com/providers/search-result
It’s a bad look for Broadcom, as they told the EU that acquiring VMware would increase competition in the cloud space – but cutting partners out of the program seems to be a consolidation to me.

General News

04:40 Hewlett Packard Enterprise buying Juniper Networks in deal valued at about $14 billion

HPE is buying Juniper Networks in an all cash deal valued at $14B, which will double the HPE networking business.
HPE will be paying $40 per share, prior day close was 30.19.
The transaction will strengthen HPE’s position at the nexus of accelerating ma

Previous Episode

242: DoH: DNS over HTTPS – or One More Way For It To be DNS Fault

Welcome to episode 242 of the The Cloud Pod podcast – where the forecast is always cloudy. This week your hosts Justin, Ryan, Matthew, and Jonathan are talking about DoH – or DNS over HTTPS, the Digital Ocean, CISO issues, and whether employee issues over at Amazon will impact user experience. It’s a quiet week, but some interesting conversations you’re not going to want to miss.

Titles we almost went with this week:

Tired of the Winter of Other Announcements, The Cloud Pod Hits the Digital Ocean
Breaking Through the Chill: The CloudPod Dives into Digital Ocean’s Latest
Fed Up with the Winter of Other Announcements? Dive into Digital Ocean with the CloudPod!
The Cloud Pod Almost Didn’t Bother with an Episode This Week
The Cloud Pod Starts the Year Off Slow
The Cloud Pod is Silently Slacking Off
Running DNS over https Does Not Mean You Can’t Blame DNS for Always Breaking
DNS over HTTPS, One More Way DNS Will Break

A big thanks to this week’s sponsor:Foghorn Consulting provides top-notch cloud and DevOps engineers to the world’s most innovative companies. Initiatives stalled because you have trouble hiring? Foghorn can be burning down your DevOps and Cloud backlogs as soon as next week.

AI is Going Great – Or how ML Makes Money

7:20 OpenAI’s Annualized Revenue Tops $1.6 Billion as Customers Shrug Off CEO Drama

Listener Note: paywall article, but worth reading.
According to two people interviewed by the Information, Open AI’s revenue has grown to 1.6B from its ChatGPT product, up from 1.3b as of mid-October.
- That’s a 20% growth over two months.
As this happened during the period of the leadership crisis, it seems to not have had much impact.
This roughly means OpenAI is making $130M a month from the sales of subscriptions. And yes, that includes us. You’re welcome, OpenAI.

8:28 Justin – “I’m sure this is a ‘it made 1.3 billion or $1.6 million in revenue’ and they spent $25 billion. I’m pretty sure that’s the current scenario.”

AWS

9:23 The AWS Canada West (Calgary) Region is now available

Ca-west-1 has opened the thirty-third AWS region with 3 AZ’s.
70 services available at launch.
According to the announcement, “This second Canadian Region allows you to architect multi-Region infrastructures that meet five nines of availability while keeping your data in the country.”
We apologize for Justin’s terrible Canadian accent.

11:09 DNS over HTTPS is now available in Amazon Route 53 Resolver

HTTPS continues to take over the world, coming for your Route 53 Resol

Next Episode

244: CoPilot For the People!

Welcome to episode 244 of the Cloud Pod Podcast – where the forecast is always cloudy! We’ve got a ton of news for you this week, including a lot of AI updates, including new CoPilot Pro and updates to ChatGPT, including the addition of a GPT store. Plus, we discuss everyone’s favorite supernatural axis, MagicQuadrants.It’s a jam packed episode you won’t want to miss.

Titles we almost went with this week:

Switching from Google is Finally Easier
Cheaper AI Doesn’t Mean Better AI
Is the Cloud Pod Better Than Microsoft at Containers?
AWS is the Leader in Containers – Because You Can Run Them in Cloudshell
The Cloud Pod is Connecting to the World With Some Undersea Cables

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

2gather Sunnyvale: Cloud Optimization Summit

On February 15, Justin will be onsite in Google’s #Sunnyvale office for the @C2C #2Gather Sunnyvale: #CloudOptimization Summit! Come heckle him, we mean JOIN him, to talk about all things #GenAI and #CloudOps. Consider this your invitation – he’d love to see you there! Sign up → https://events.c2cglobal.com/e/m9pvbq/?utm_campaign=speaker-Justin-B&utm_source=SOCIAL_MEDIA&utm_medium=LinkedIn

AI is Going Great (or how ML Makes all Its Money)

01:20 Introducing ChatGPT Team

ChatGPT has added a new self-serve plan called Chat GPT team.
Chat GPT team offers access to their advanced models like GPT-4 and DALL-E 3 and tools like advanced data analysis.
It additionally includes:
- A dedicated collaborative workspace for your team and admin tools for team management.
- Access to GPT-4 32K context window
- Tools like Dall-E 3, GPT-4 with Vision, Browsing, Advanced Data Analysis with higher message caps
- No training on your business data or conversations
- Secure workspace for your team
- Create and share custom GPTs with your workspace
- Admin console for workspace and team management
- Early access to new features and improvements.