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

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 to the unexpected and controversially named Q, AWS clearly meant to erase any doubt that they are a front-runner in AI. Were they successful? Sarah and Sarbjeet discuss.

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.

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 companies that supply silicon to the cloud providers with a vacuum analogy for good measure.

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 Hashicorp and what it means for the enterprise. Sarbjeet rants about Congress, sparking a lively exchange, and Sarah reaches back into American history for context. Reflections on the Israeli tech community.

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 audacious Huang’s Law, and per usual… much more.