Business spending on AI surged 500% this year to $13.8 billion, says Menlo Ventures - “The report found code generation is the leading use case for generative AI, with more than half of survey responses naming that as a dominant use. Support chatbots came next, at 31%, followed by enterprise search and retrieval, data extraction and transformation, and meeting summarization.” // Once enterprise people are comfortable with using public cloud AI (they are currently not, at scale) things will grow a lot. Then we’ll need a year to see if it’s actually useful (and worth, like, $20 a month per head more in the IT bill). I hope it works! I like the AI stuff.

Gartner forecast dampens cloud repatriation outlook - Pretty thorough round-up of recent analyst stuff, and even the GIECO angle.

I did a second interview with the GM of my division at work, Tanzu. The first one was about Prunima’s career in IT management and, now, cloud. This second one is all about private cloud. Here’s a video except:

Here’s a summary from our AI friend:

When it comes to cloud infrastructure, Purnima Padmanabhan, Tanzu GM, highlights that customers often require both private and public clouds, depending on their application needs. She outlines several reasons why people choose to maintain, even prefer private cloud:

1. Data Gravity - Applications running in private clouds often handle large volumes of data. Transferring this data to and fro other environments is challenging, and costly, especially when integrating advanced analytics or AI/ML capabilities. Keeping the data within the private cloud minimizes complexity and enhances performance.

2. Ecosystem Gravity - Applications frequently interact with other systems such as ERP, supply chain, ordering systems, and other applications and services. Hosting all these interconnected applications within the same private environment improves performance and reduces latency. It ensures seamless integration, as applications do not operate in isolation.

3. Control Over Governance, Privacy, and Regulation - Private cloud infrastructures offer greater control over data management, helping organizations comply with governance policies, privacy standards, and regulatory requirements. Customers feel more secure managing sensitive data within their own infrastructure, where they can enforce strict controls.

4. Effectiveness and Familiarity of Private Cloud - Many organizations find that their applications run efficiently on existing private infrastructures. Instead of migrating to public clouds, they can enhance their private environments by implementing platforms that make it easier for developers to build and update applications. This approach provides the needed flexibility without the complexities of a public cloud migration, often leading to better outcomes.

There’s more in my full interview with her in the Tanzu Talk podcast feed.

Relative to your interests

• Customer-centric applications: Heroku simplifies deployments - "Heroku’s owned by Salesforce,” she noted. “Heroku’s philosophy is like, ‘Hey, you know what? The undifferentiated heavy lifting for a lot of people is building your platform. You should spend the time building your business, building your app.’ The integrations that we provide, we unlock a ton of capabilities for all the creators bringing business analysts like sales ops, marketing ops people together with developers to build the best workflows and automations”” // Here’s to the dream of hiding Kubernetes from app developers working this time! Not only working, but having the industry actually stick to it instead of tearing it down to the IaaS studs once some cool new IaaS layer comes along in ₅ years.

• Platform Engineering as a Service - It’s like DevOps, but you centralize and standardize the platform: ‘This is where Platform Engineering comes in. Rather than having each development team own their entire infrastructure stack, platform engineering provides a centralized, productized approach to infrastructure and developer tools. It’s about creating reusable, self-service platforms that development teams can leverage to build, deploy, and scale their applications efficiently. These platforms abstract away the complexities of cloud infrastructure, CI/CD pipelines, and security, enabling developers to focus on writing code rather than managing infrastructure or “glue”.’

• Red Hat to Donate Podman Along With Other Container Tools to CNCF - “Red Hat reports Podman Desktop has been downloaded more than 1.5 million times and like other Red Hat tools is currently optimized to be used in conjunction with Red Hat Enterprise Linux (RHEL). The tools will now be further advanced initially as sandbox-level projects under the auspices of the CNCF.”

• Alternatives To Typical Technical Illustrations And Data Visualisations - These look cool, but I had to spend a lot of time figuring them out. Bar charts are boring, but they’re efficient. Still, I want to try some of these.

• Elon Musk hints at plan to sink DOGE’s teeth into legacy tech - List of old IT in the US government. // Escaping the legacy trap is hard.

• Cloud market share shows vendors eyeing a $1T opportunity - “the revenue shares for our eight cloud companies in the combined IaaS/PaaS cloud market at nearly $300 billion projected for 2024. AWS has 36% of this combined market, Microsoft 23% and Google 7%. Alibaba, Oracle Tencent Huawei and IBM combine for around 14% of the market with “Other” (not shown) at 20%.”

• Google Cloud growth - “Google Cloud now accounts for 12% of Alphabet’s overall revenue. That’s nearly double the amount from 4 years ago.”

• The Influence of Bell Labs

• What hacks/tips do you use to make AI work better for you? - "Treating [AI chatbots] like a coach - tell it what you’ve done and need to get done, include any feedback you’ve had, and ask it for suggestions. This particularly helps when you’re some kind of neurospicy and ‘regular human’ responses sort of escape you.”

• IMG_0001 - Take a look into random videos from people’s lives from a decade ago: ‘Between 2009 and 2012, iPhones had a built-in “Send to YouTube” button in the Photos app. Many of these uploads kept their default IMG_XXXX filenames, creating a time capsule of raw, unedited moments from random lives.’ // Mesmerizing!

Wastebook

• Ignorant urgency.

• Some simple premature optimization.

• “Give developers and engineers the terrifying responsibility of being in charge of their own spending. Let them enjoy both the upsides and downsides of being adults.” Justin.

• “AI as an accountability sink.” Fresh in from Iceland.

• “Calling in rich.” Brandon.

• “DevOps Activist.”

• People don’t like it when you raise prices. Often, they’ll like it less if you disappear.

Logoff

I’ve been working on a video for our annual sales kickoff (SKO). Doing SKO work is always weird. People have so many theories about how to communicate with sales people. Also, as with a lot of internal comms, you can end up with so many fingers on the film that end-up with a Homer Car.

Brandon’s number one theory is that you need to tell them how to make money. I believe this is the most important thing. You could do just the and be done.

There’s a common belief that you have to be brief and high-level, keep in mind simple.

Another one is that you need to speak to the benefit and outcomes of the product you’re highlighting - which is another way of going over he problems solved.

My theory is that you also need to tell sales people who to find in an organization, what their problems are, and how your product can solve their problem. If you do person-to-person sales (not just through the web, PLG, demand gen - whatever), you also need to give them some conversations to have.

We’ll see!

Outro: It’s Tuesday, all day today. I recommend this 39 minute 45 second track. And if you don’t have time for that, here’s what you want.

What hacks/tips do you use to make AI work better for you? - “Treating [AI chatbots] like a coach - tell it what you’ve done and need to get done, include any feedback you’ve had, and ask it for suggestions. This particularly helps when you’re some kind of neurospicy and ‘regular human’ responses sort of escape you.”

Red Hat to Donate Podman Along With Other Container Tools to CNCF - “Red Hat reports Podman Desktop has been downloaded more than 1.5 million times and like other Red Hat tools is currently optimized to be used in conjunction with Red Hat Enterprise Linux (RHEL). The tools will now be further advanced initially as sandbox-level projects under the auspices of the CNCF."

Alternatives To Typical Technical Illustrations And Data Visualisations - These look cool, but I had to spend a lot of time figuring them out. Bar charts are boring, but they’re efficient. Still, I want to try some of these.

Platform Engineering as a Service - It’s like DevOps, but you centralize and standardize the platform: ‘This is where Platform Engineering comes in. Rather than having each development team own their entire infrastructure stack, platform engineering provides a centralized, productized approach to infrastructure and developer tools. It’s about creating reusable, self-service platforms that development teams can leverage to build, deploy, and scale their applications efficiently. These platforms abstract away the complexities of cloud infrastructure, CI/CD pipelines, and security, enabling developers to focus on writing code rather than managing infrastructure or “glue”.'

Platform Engineering as a Service - It’s like DevOps, but you centralize and standardize the platform: ‘This is where Platform Engineering comes in. Rather than having each development team own their entire infrastructure stack, platform engineering provides a centralized, productized approach to infrastructure and developer tools. It’s about creating reusable, self-service platforms that development teams can leverage to build, deploy, and scale their applications efficiently. These platforms abstract away the complexities of cloud infrastructure, CI/CD pipelines, and security, enabling developers to focus on writing code rather than managing infrastructure or “glue”.'

IMG_0001 - Take a look into random videos from people’s lives from a decade ago: ‘Between 2009 and 2012, iPhones had a built-in “Send to YouTube” button in the Photos app. Many of these uploads kept their default IMG_XXXX filenames, creating a time capsule of raw, unedited moments from random lives.’ // Mesmerizing!

Cloud market share shows vendors eyeing a $1T opportunity - “the revenue shares for our eight cloud companies in the combined IaaS/PaaS cloud market at nearly $300 billion projected for 2024. AWS has 36% of this combined market, Microsoft 23% and Google 7%. Alibaba, Oracle Tencent Huawei and IBM combine for around 14% of the market with “Other” (not shown) at 20%."