I agree with the AWS' CEO assessment of the market and how little has shifted to cloud. I work in the IT industry and still see many applications that are running on-premises of company-owned or -leased datacenters. In my opinion, cloud technology is just that, a technology. As a service, it's terrible. It's still overly complex and convoluted to transition enterprise workloads to the cloud. Not to mention, most business managers are shocked at the bill received at the end of the month. Cloud services, as a whole, need to mature greatly, before more adoption can occur. Presently, there are still plenty of workloads that are easier to maintain or cheaper to run on-premises for Fortune 500-sized companies.
The opportunity to grab more workloads is there for AWS and other GCPs but I believe the risk of losing workloads is also beginning to increase. Frustrations over complexity or unexpected expense increases is something I hear about more and more. I'm not a cloud "doomer", by any means, but the fact remains that there is still much innovation that needs to be done to enhance the customer's experience and reduce the friction of transitioning workloads.
Enjoyed your point about sprinting! Totally agree! I did Orangetheory 4-5 times a week for a 3-4 years until the local studio shut down last year (sad). Every workout included all-outs on the treadmill where you would run as fast as you could for 30-45-60 seconds. It was pretty cool - tough to do but it made you feel like a boy even when you're 60+. Also it was a great feeling to push yourself physically especially when you knew you it was followed by a walking recovery of a minute before the next stressor.
I've never really done HIIT, but I suspect that sprinting feels more fun because we've evolved to do it than going all out on an assault air bike, haha
Great breakdown on the importance of companies like Broadcom moving forward. I'm curious if you've read at all about Marvell Technology?
I've been interested in their shift to all-things datacenter -- in fact their last earnings release was quite similar (albeit not anywhere at the scale) of Broadcom, where some of their legacy / non-AI related lines of business were flat or declining while data center related revenue was erupting.
Interested to see where all of this is headed, the pace of change is hard to keep up with 😅.
I agree with the AWS' CEO assessment of the market and how little has shifted to cloud. I work in the IT industry and still see many applications that are running on-premises of company-owned or -leased datacenters. In my opinion, cloud technology is just that, a technology. As a service, it's terrible. It's still overly complex and convoluted to transition enterprise workloads to the cloud. Not to mention, most business managers are shocked at the bill received at the end of the month. Cloud services, as a whole, need to mature greatly, before more adoption can occur. Presently, there are still plenty of workloads that are easier to maintain or cheaper to run on-premises for Fortune 500-sized companies.
The opportunity to grab more workloads is there for AWS and other GCPs but I believe the risk of losing workloads is also beginning to increase. Frustrations over complexity or unexpected expense increases is something I hear about more and more. I'm not a cloud "doomer", by any means, but the fact remains that there is still much innovation that needs to be done to enhance the customer's experience and reduce the friction of transitioning workloads.
Good comment. It's indeed a case-by-case thing, hard to say it's better or worse for every company out there.
Enjoyed your point about sprinting! Totally agree! I did Orangetheory 4-5 times a week for a 3-4 years until the local studio shut down last year (sad). Every workout included all-outs on the treadmill where you would run as fast as you could for 30-45-60 seconds. It was pretty cool - tough to do but it made you feel like a boy even when you're 60+. Also it was a great feeling to push yourself physically especially when you knew you it was followed by a walking recovery of a minute before the next stressor.
Well said!
I've never really done HIIT, but I suspect that sprinting feels more fun because we've evolved to do it than going all out on an assault air bike, haha
lifelong ultimate frisbee for sprinting.
u can be a predator on both offense (disc/bird/food) and defense (chase rival tribe caveman).
I've never played, but that makes sense. Seems like a very burst-y kind of sport with lots of sprinting 🤔
Great breakdown on the importance of companies like Broadcom moving forward. I'm curious if you've read at all about Marvell Technology?
I've been interested in their shift to all-things datacenter -- in fact their last earnings release was quite similar (albeit not anywhere at the scale) of Broadcom, where some of their legacy / non-AI related lines of business were flat or declining while data center related revenue was erupting.
Interested to see where all of this is headed, the pace of change is hard to keep up with 😅.
I know a little about them, but I've never done a deep dive. A lot of what I know is from years ago, and I bet much has changed since!
Thanks for reading, and thanks for the nudge to check our Marvell. Cheers 💚 🥃