cloud
4 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Jun 13, 2024 by Brian Janous · across every show →
Everything said about cloud, oldest first
Jun 13, 2024 neutral
Janus: Cloud Apps Cannot Seamlessly Move Regions During Data Center Outages
“I think people have this sense of the cloud as really being this sort of ethereal thing, and applications can just move around, and if one data center goes down, then, well, you can just move everything to another data center. That's not really how it works. W…”
Jul 18, 2024 neutral
Belady: AI power demand is purely additive, unlike cloud efficiency migrations
“So now what you see is AI coming along and that's like a completely new application and it's a massive application. So now that's just stacking on top of this other transition of, as things move from enterprise Into the cloud. And now your stack on top of that…”
Jul 18, 2024 positive
Belady: Cloud applications are 93% to 95% more efficient than on-premise
“We did a study that I sponsored back in, I'd say maybe about 10 years ago or so, looking at the efficiency of the cloud versus on-prem and it was like 95% or 93% more, more efficient to run your applications in the cloud because you don't have as many wasted a…”
Mar 30, 2026 positive
McAvoy: Grid response requires site-level inferencing for sub-50ms latency
“The goal right now, I think for a lot of people, it's like sub-fifty millisecond response, and so you want to reduce latency everywhere, so you start doing your inferencing and decision making, like, locally, very locally, on the ground, like, at the site leve…”