With George Gilbert
Generative AI has created a new mandate in enterprise tech with significant implications for all companies generally and AWS specifically. Amazon’s powerful playbook based on agility, developer choice, power, scale, reliability and security must now evolve to accommodate simplicity and coherence for mainstream customers. This imperative came into clear focus at AWS re:Invent ’23. AWS continues to innovate at a fast pace, but must now do so in a changing customer environment that increasingly values direct user productivity gains through software.
In this Breaking Analysis we share our take on how AWS is navigating this challenge. We’ll review Amazon’s strategy to compete in the nascent Gen AI era and we’ll provide commentary on the chess moves it’s making with Anthropic, Nvidia and other partners to maintain its leadership position. We’ll also discuss the challenges of doing so as a $90+B giant in a fast-moving market.
AWS is Not Immune to Macro Headwinds
This chart above from ETR shows the Net Score granularity for AWS across nearly 1,000 customers in ETR’s quarterly surveys. Net Score is a measure of spending momentum that essentially tracks the net percent of customers spending more (i.e. the green bars) netting out those spending less (the red). The blue line shows that calculated metric indicating AWS, like most well-positioned tech firms, had a strong 2021 and met an increasingly challenging macro environment in 2023.
Microsoft and Nvidia are two rare exceptions to this trend.
The yellow line above shows relative market presence in the data set, measured by the N responses for AWS (994) divided by the total N of the survey (~1,700). AWS’ presence in the data set continues to trend in a positive direction. However, like most companies, the combination of macro spending headwinds and cost optimization have downshifted shifted spending momentum. Nonetheless, as our earlier research shows, AWS growth rates held up sequentially last quarter and we expect reaccelerating growth in Q4.
The following four points summarize our assessment of the current market and add additional context for this research:
Spending: Spending is also being affected by budgets being reallocated to generative AI projects. Because the demand for expensive GPUs is so high, the business of tech is becoming much more capital intensive. As such we’re seeing a huge shift in data center spend towards Nvidia and Nvidia-enabled solutions. This is being driven not just by GPUs, but entire supercomputing-class clusters.
AWS Focus: AWS reemphasized infrastructure more intensely than it has in years because AWS can “compose” hardware to support specific workloads much better than Azure. Amazon is reminding customers that software runs better on their infrastructure.
Gen AI Stack: AWS focuses on three layers starting with AI infrastructure, Bedrock (the abstraction layer for LLM optionality), and Q at the application layer (their copilots).
Hardware vs software mindset: AWS’s mindset is to design a coherent hardware architecture that software would “light up.” Microsoft designed coherent, composable software building blocks and some hardware to run it. Microsoft’s Ignite conference unveiled their “iPhone moment” for corporate developers, with a message of copilots everywhere.
Topics for Today
It is impossible to cover in one Breaking Analysis the hundreds of announcements made at a re:Invent. So we’ll focus today on the areas we feel are most impactful for customers and the competitive environment going forward, summarized below.
AWS went back to the basics of infrastructure this year. There was even a big focus in Peter DeSantis’ talk on Monday night about synchronizing clocks across systems down to microseconds. AWS emphasized its silicon lead with Graviton 4 and Trainium 2, its long history in compute, a new high performance S3 object store, networking, security and a lot of discussion on database, especially zero ETL.
We’re going to talk about the AWS Gen AI stack and give you our take on how it came about and our hypothesis about the relationship with Nvidia. As indicated above, AWS’ Gen AI stack has three layers: 1) Infrastructure for AI; 2) Tools to build with foundation models and LLMs such as Bedrock, an abstraction layer to enable LLM optionality; and 3) Intelligent applications that leverage foundation models such as Q, which AWS showcased and represents its version of copilots.
We’ll also discuss the data imperative for customers and what AWS in our view must do beyond the innovations announced at re:Invent ’23.
Finally, we’ll net out our view of where AWS needs to focus going forward.
AWS Emphasized its Infrastructure Roots
In Adam Selipsky’s keynote on Tuesday, he doubled down on core infrastructure. Here’s our assessment of why:
Analysis of AWS’ Infrastructure and Software Strategy
Quick Takes on Adam’s Keynote:
- In recent years, Adam Selipsky has not emphasized infrastructure in keynotes as significantly as he did at re:Invent ’23.
- AWS’ strategy highlighted its robust hardware platform origins and unique composable architecture.
- This architecture allows for dynamic assembly of complex systems, e.g. compose a SAN for SAP or Oracle workloads; or spin me up some on-demand supercomputers.
- AWS’ approach contrasts sharply with Microsoft’s and challenges the infrastructure capabilities of Azure, which are not as robust as those of AWS.
Software Design Philosophy:
- AWS’ software was crafted for choice, power, flexibility and granularity…but not necessarily for composability.
- The shifting market trend, accelerated by generative AI, now prioritizes software development productivity, where composability is a key attribute of the software.
- Composability entails designing software components to seamlessly integrate software functionality across cloud services, a dynamic for which the AWS cloud is not optimized.
Comparative Analysis with Amazon and Microsoft:
- In our assessment, Amazon’s software development has historically focused on maximizing hardware potential, not on creating composable solutions for end-users.
- Amazon’s mindset is more hardware-centric in our assessment, prioritizing great hardware that is enhanced through software, without a strong emphasis on software integration.
- In contrast, Microsoft, primarily a software company, embraces software composability as a design principle. While it often takes Microsoft several iterations to get it ‘right’ eventually it gets there.
- Microsoft’s recent showcase at Ignite, featuring Copilot Studio and numerous connectors, highlighted their advanced, integrated software aspirations and design principles.
- In our view, Microsoft views hardware merely as a platform for their software. While Microsoft’s hardware is inferior to that of AWS’ in our view, its software is much more facile for customers to consume. This is a critical factor for generative AI adoption in our opinion, which AWS will have to replicate via its developer ecosystem.
Strategic Implications for Customers:
- AWS’ “best infrastructure” cloud advantage has been effective but the evolving market necessitates a shift towards more integrated and composable software solutions.
- The current market trajectory favors companies with a strong foundation in software composability and integration.
- Customers should monitor AWS’ response to this shift and their potential adjustments in software strategy to stay competitive as the customer priority shifts to simplicity and developer productivity.
Proof Points on the World’s Best Cloud Infrastructure
At Ignite, Microsoft CEO Satya Nadella bragged about the number of data centers around the world, citing Microsoft’s leadership in that category. Amazon’s CEO Adam Selipsky’s counterpunch to that claim is shown on the screenshot below (with our red arrow annotation).
He is showing that an AWS region contains three availability zones that are a hundred kilometers apart. So they’re essentially running at synchronous speeds. So if there’s a fire or flood in one AZ, they can fail over to another one. And you can see in the upper right of this graphic, it shows the ‘other cloud providers’ (i.e. Microsoft). Basically it’s one data center in an AZ zone. So if you lose that one, you’re in trouble. Of course you can fail over to another data center, but it’s probably done at asynchronous distances and the likelihood of data loss increases as a function of a customers RPO (recovery point objective).
The point Selipsky is making is Amazon has a far superior infrastructure and he’s reminding customers that our hardware is great and even if you’re running third party software, it runs better on our infrastructure.
AWS Goes Back to its S3 Roots (where it all began)
In Selipsky’s keynote he began by emphasizing the deep adoption of cloud computing across financial services, healthcare, manufacturing, automotive and eventually weaved in telecommunications and other industry examples. But the first news announcement AWS shared at his re:Invent keynote was a new high performance object store, Express One Zone.
S3 revolutionized cloud storage. High performance object has been around for a while but AWS has it now and is lowering costs for customers. It goes back to our core takeaway on a AWS’ message this year – i.e. you can’t divorce the infrastructure from the software because if you have a better hardware architecture, you can build better software.
An example is Snowflake was able to build a great product because it was built on AWS and they could separate compute from storage. At the time, Teradata and Oracle couldn’t. So what AWS is saying in our view is now with fast object storage, you don’t have to rig up complicated caching to get high performance.
The Nuanced Relationship Between AWS & Nvidia
Amazon made a strong case showing the timelines of its firsts with Nvidia deployments over time. Jensen is like a brilliant chameleon at these tech shows. At Dell Technologies World, for example, he emphasized the potential of GPUs in laptops. At Snowflake Summit he talked about how Nvidia would supercharge data in Snowflake. At re:Invent ’23 he shared AWS has deployed 3,000 Nvidia supercomputers.
And in apparent change of heart, the big news at re:Invent ’23 was AWS announced support for the Nvidia DGX cloud, which Microsoft had just announced the week before; a move that reportedly AWS initially resisted. In June of this year, Reuters broke a story citing AWS VP Dave Brown as saying the company passed on DGX cloud and preferred to buy Nvidia chips piecemeal.
The turnaround underscores the power Nvidia wields in today’s market.
What follows is our summary analysis on this situation and how/why it came to fruition:
Analysis of the Complex Relationship Between Jensen Huang, Nvidia, and AWS
The AWS-NVIDIA Partnership Dynamics:
- AWS needs Nvidia’s GPUs, but Nvidia prefers selling its DGX data center clusters, leading to a complicated relationship with cloud vendors generally and AWS specifically.
- AWS has historically been a pioneer in deploying Nvidia’s technology, including being the first to use GPUs.
- Jensen Huang, Nvidia’s CEO, is a pivotal figure in this dynamic – we liken him to a “power broker” in the tech industry.
Strategic Moves and Challenges:
- AWS announced support for Nvidia’s DGX cloud, countering Microsoft’s recent announcement at Ignite and changing course from its initially reported stance on the move.
- The initial resistance from AWS to adopt Nvidia’s DGX Cloud, possibly impacted their access to high-performance GPUs. [Note: Senior AWS sources have flatly denied that they are somehow being penalized by Nvidia with respect to GPU access, citing that they are a leading consumer of H100 GPUs in the world].
- Nvidia’s preferred strategy however involves selling complete data center size clusters optimized for training large language models, in contrast to AWS’s most common multi-tenant virtualized architecture.
[We note however that AWS has successful partnerships that have relied on alternative architectures. For example, VMware Cloud on AWS runs on a special bare metal instance created by AWS].
Market Position and Revenue Implications:
- Microsoft, lagging in hardware, outsourced its accelerated infrastructure needs to Nvidia, accounting for a significant portion of Nvidia’s revenue.
- Nvidia is not just selling GPUs, but a bundle of functionalities, including data center clusters.
- We believed AWS’s initial reluctance to adopt Nvidia’s full cluster solution resulted in a limited GPU allocation from NVIDIA, which sources at AWS have denied.
- Regardless of the speculation, both companies need each other. AWS needs to offer Nvidia’s technology, including DGX clusters, even if in limited capacity, to maintain market competitiveness.
- Nvidia needs AWS, the cloud leader to distribute its DGX clusters and GPUs, especially considering competition from companies like Microsoft who is adopting DGX, Google with their own chips and clusters, and specialized cloud providers like CoreWeave.
Operational and Financial Considerations:
- In our view, a big part of these Nvidia announcements is as much about optics and market positioning as it is a full embrace of each other’s technologies. The entire industry is griping about Nvidia’s price gouging and is eagerly anticipating AMD ramping production of GPUs.
- The reality is Nvidia has a substantial lead because of its investments in its CUDA software architecture, its Mellanox acquisition and years of experience in the space.
- AWS’s capacity to integrate Nvidia’s technology, similar to their approach with VMware cloud, showcases their adaptability and customer focus.
- The NVIDIA clusters are complex and expensive, which involve significant investment and operational challenges for competitors. AWS and the big cloud companies are well-positioned to deliver.
Allocation and Supply Chain Insights – Implications for Customers:
- There is uncertainty across the industry regarding the allocation of Nvidia’s technology and whether any agreements or quid pro quo arrangements exist in exchange for AWS leaning into the DGX cloud.
- Customer should consider these supply challenges as they make investments. Spreading bets around may make sense especially based on workloads. Concerns over the OpenAI governance challenges can and will impact customer decisions on which workloads to deploy where (i.e. which clouds and/or on-prem deployments) based on privacy, legal and governance considerations.
- Industry watchers that have deep insights into the supply chain dynamics will offer an ongoing glimpse into the allocations and partnerships between these tech giants and we’ll continue to collaborate with them to get the best information possible.
Investor and Customer Perspective:
- From an investment standpoint, this relationship presents both challenges and opportunities.
- The interdependency between AWS and Nvidia creates a delicate balance in their operations and market offerings.
- Investors should closely monitor how this partnership evolves, particularly in terms of technology integration, market strategy, and financial implications.
- We expect generative AI tailwinds to accelerate cloud growth. The combination of the recent general availability of Bedrock, momentum from re:Invent ’23 and Microsoft Ignite, our cloud forecasts call for an acceleration in sequential growth in CY Q4 for both AWS and Microsoft.
Assessing AWS’ 3-Layered Gen AI Stack
The AWS GenAI Stack is shown above. At the infrastructure layer, Nitro enables composable supercomputers for training along with other custom silicon like Trainium and Inferentia. At the tool layer there is SageMaker and Bedrock, which abstracts a single interface to LLMs. At the application level there are tools like Q copilots to leverage foundation models.
Let’s Double Click into Bedrock.
Simply put, Bedrock is AWS’ fully managed service that offers access to several foundation models as shown in this screenshot above. Model optionality includes LLMs from AI21 Labs, Amazon’s own Titan, Anthropic, Cohere, Meta’s Llama 2 and Stability AI. These are available through an API along with key developer tools to build Gen AI applications.
AWS’s Imperative to Secure Priority Access to Advanced Foundation Models
Despite the governance failures of the Microsoft OpenAI partnership, OpenAI and Microsoft have a wide lead in market momentum. To underscore this point let’s look at some ETR engagement/sentiment analysis and mindshare data specific to Gen AI models.
The chart above is from ETR’s emerging technology survey of privately held companies. The vertical axis measures Net Sentiment, a metric that tracks the percent of customers specifically planning to engage with a platform, netting out those that plan not to engage. The horizontal axis is mindshare. Note the position of Open AI relative to the pack. That separation is a reflection of the market momentum.
Because Microsoft had locked up a deal with OpenAI with an exclusive, AWS had to counter with not only LLM optionality in Bedrock, but a tighter relationship with Anthropic. Hence its initial investment of $1.25B that could go up to as high as $4B over time. As part of the deal, AWS will be the preferred cloud for Anthropic to train its models and also Anthropic will bring its tribal knowledge to help AWS customize silicon for Gen AI.
Will it be enough? Yes in our view but the question is timing. Because the challenge is primarily in software, there are trade-offs between how much time you have to anticipate a problem so you can rework your architecture to build in new capabilities, versus taking on technical debt to get to market quickly.
Which Brings us to Q…The Top Layer of AWS’ Gen AI Stack
Q is meant to essentially accelerate the software development lifecycle. It is AWS’ answer to copilots and workplace assistants. We believe Q was initially trained on Amazon’s Titan, its internal foundation model but Amazon has some work to do to integrate in Anthropic and other LLMs. At the analyst summit this year several of us pushed on what exactly is under the covers powering Q and it’s clear AWS intends Bedrock to be the answer.
The fact that AWS was able to show Q at re:Invent with such a compelling demonstration rather than just slideware is quite remarkable and underscores how intensely AWS has been working on this. But in our view, Q is still a demo.
Analysis of Amazon Q and the Challenges in Developing Fully Functional Copilots
Current Status of Amazon Q:
- Amazon Q is in our view AWS’s response to developing copilots and workplace assistants in the software development process.
- It’s part of AWS’s top layer technology stack, initially trained on Amazon’s Titan model according to our sources.
- Amazon Q is still in the early stages and requires significant development to become a fully functional copilot in our view.
The Challenge of Composability:
- A key challenge for Amazon Q, and copilots in general, is the issue of composability.
- If the components of an application, like analytic services, cannot operate on a common data store, it complicates the development process due to the need for data movement and transformation.
- This lack of composability hinders the ability of copilots to simplify application building.
The Role of Frontier Large Language Models (LLMs):
- Frontier LLMs, which benefit from scaling laws, are essential for delivering state-of-the-art services.
- AWS needs these advanced LLMs to enhance Amazon Q and other services, with Anthropic being a key component.
- The retooling of Q to leverage Anthropic and other LLMs is necessary for it to function as a world-class copilot.
Bedrock’s Importance and Limitations:
- Bedrock, AWS’s AI “middleware” platform, is maturing and becoming competitive with alternatives like Azure AI.
- However, the issue lies not with Bedrock itself but with the underlying LLMs and the duration of their development.
- Bedrock’s use in Amazon services involves calling different AWS services which don’t necessarily integrate well in our opinion and this will affecting the degree to which it can achieve composability; an attribute we believe is increasingly important.
Development Lifecycle and Coding Assistance:
- Q aims to assist through the entire software development lifecycle, which requires seamless integration and ease of use.
- The evolution of coding assistance in LLMs is challenging, especially if deep LLM research was not a priority prior to 2022.
- Amazon’s late focus on LLMs and hurried development require AWS to take a different strategy emphasizing LLM optionality. While a potential differentiator, both Google’s and Microsoft’s can also offer alternative LLMs and at the same time lean on their “internal” LLM capabilities (Microsoft via its OpenAI exclusive).
Retooling for Anthropic and Future Prospects:
- We see retooling Q with Anthropic as an important imperative that can be a relatively quick fix, especially for coding assistance and we would expect to see meaningful results by the next re:Invent.
- However, the broader application of LLMs in DevOps, such as diagnosing and remediating operations, is a more challenging and lengthy process and in our view will take more time.
- The integration of extensive operational data and the necessity to understand context make this a complex task.
Investor and Customer Implications:
- Investors and customers should view Amazon’s efforts in developing Q and its integration with frontier LLMs as a crucial but challenging endeavor.
- In our opinion, the potential of Q as a fully functional copilot depends significantly on Amazon’s ability to overcome composability challenges and effectively integrate advanced LLMs like Anthropic.
- The progress and effectiveness of Q will be a key factor in AWS’s competitive positioning in the rapidly evolving field of AI-driven software development tools.
AWS’ Data Opportunities, Challenges & Imperatives
The quality of data is ultimately going to determine the competitive advantage customers can get from generative AI. Amazon has had a strong track record of developing databases and other tools that are fit for purpose aimed at specific use cases and application classes. Aurora for transactions, RedShift for analytics, Kinesis for streaming data and so forth. AWS has many highly capable data stores. And this has served them well.
The challenge is now in a world where Gen AI becomes the productivity driver…How will AWS present a unified front with its disparate data platforms…offering developers coherent data elements and metadata across all services so that builders can quickly develop intelligent apps?
Analysis of AWS’s Data Foundation and the Journey Towards Unification
Challenges in Unifying the AWS Data Foundation:
- AWS faces technical challenges in unifying its core analytics engines, including Redshift, OpenSearch, and EMR, which based on our assessment currently cannot share a common data store or metadata manager.
- The quality of data is critical for leveraging generative AI, and AWS’s diverse databases have been developed with specific use cases in mind. While this has served AWS well…
- The main challenge lies in integrating these various data platforms to offer coherent data elements and metadata across services for AI-infused app development.
The Emergence of Vertical Data Lakes:
- Vertical data lakes, particularly in security and supply chain sectors, demonstrate the need and power of unified data for analytics.
- AWS has been successful in building vertical-specific data lakes, but struggles to leverage all analytic engines due to data store disparities based on our discussion with customers and own internal experiences with our own software development.
Technical and Operational Hurdles:
- The complexity of AWS’s data ecosystem, with multiple operational databases like Aurora and DynamoDB, makes unification challenging.
- Historically, centralized systems of truth have evolved into federated systems, requiring all analytic engines to interface with a coherent data repository.
- The vision we believe will best serve customers is to store application logic intelligence with data, transforming it into building blocks for intelligent data apps.
Disparate Data and Metadata Management:
- Presently, data and metadata (data about data) are stored in separate locations within AWS’s infrastructure.
- Analytic data stores like Redshift and OpenSearch each have their own data stores, creating additional complexity.
- Even though some analytic engines can access common storage like S3, limitations in performance and functionality exist.
The Need for a Unified Data Foundation:
- AWS is constructing specialized data lakes for sectors like security and supply chain but faces challenges in using all analytic engines efficiently. We’d like to see similar capabilities emerge across AWS’ data platforms.
- The goal is to establish a common data foundation similar to a security data lake, but the wide scope of AWS’s services makes this a difficult task.
- Ultimately we believe Amazon DataZone will be the unification point for all business, operational and technical metadata with access for apps to a single virtual data store.
Implications for AI and Data Management:
- In the age of AI, programming and training AI models depend heavily on having a coherent and organized data estate.
- The unification of AWS’s data foundation is crucial in our view for efficiently developing and deploying AI-driven applications.
Investor and Customer Implications:
- Investors and customers should note that AWS’s journey to unify its data foundation is a critical aspect of its strategy to leverage AI effectively.
- The ability to overcome the technical challenges stemming from its disparate data products and successfully integrating its various data services will be key to AWS’s future growth and competitive advantage in the AI and cloud computing markets.
- We believe a sixth modern data platform is emerging with a focus on real time data where copilots can be systems of agency and take action for humans. This will require new thinking around data platforms
- Unified governance continues to be a critical challenge for all data platform players and is an ongoing challenge for customers.
No One Foundation Model to Rule the World
Let’s end with some summary thoughts on re:Invent ’23 and where we think AWS must focus in the days months and years ahead.
We want to stress that we don’t see this as a winner takes all market like so many in tech. AWS with its best infrastructure has a winning hand and Microsoft with its software prowess will continue to do well in our view. Microsoft frankly has a better margin model because it’s software but AWS will thrive with its infrastructure excellence.
But GenAI is changing all aspects of software development – through the entire lifecycle.
Summary and Analysis of AWS’s Strategic Focus in the Context of Generative AI
Overview of AWS and Microsoft’s Market Position:
- AWS’s strength lies in its infrastructure, giving it a significant advantage in the evolving landscape of generative AI (GenAI).
- Microsoft, known for its software prowess, operates with a different ethos, focusing on simplicity akin to the AS/400 for those that remember that far back.
- We expect both AWS and Microsoft to continue thriving, each leveraging their unique strengths – AWS in infrastructure and Microsoft in software.
The Impact of GenAI on Software Development:
- GenAI is transforming all aspects of software development, impacting processes throughout the entire lifecycle.
- This transformation requires cloud providers to adapt and innovate, supporting new GenAI-driven development paradigms.
AWS’s Approach: Catering to Technically Sophisticated Users:
- AWS created the cloud market by catering to users who valued choice and power, following a Unix-like ethos of offering a wide range of options and flexibility.
- However, mainstream customers, now more prominent in the market, prioritize productivity built on convenience and simplicity, accelerating with the advent of GenAI.
Challenges for AWS: Simplicity and Composability:
- AWS faces the challenge of making its building blocks simpler for customers, focusing on composability and ease of use.
- While AWS excels in designing software to optimize hardware performance, it must now also focus on rationalizing its data platform in a coherent and simpler manner, as exemplified by its data lakes in security and supply chain.
Microsoft’s Contrasting Approach:
- Microsoft is retooling its software approach to prioritize simplicity and integration, treating infrastructure as a necessary but not primary focus.
Retooling AWS’s Q on Anthropic and Other LLMs:
- AWS needs to rapidly advance its Q platform, leveraging Anthropic and other LLMs, to move beyond a demonstration stage and become a functional platform that builds trust in the market.
- The ability of AWS to execute these changes effectively and efficiently is a critical factor in its continued success.
Prospects for AWS:
- AWS has historically demonstrated strong execution capabilities, facing the challenge of adapting its offerings to meet the demands of a market shifting towards simplicity and integration.
- The question for AWS is not about capability but rather about the extent to which it can integrate its components and align with market needs.
Investor and Customer Perspective:
- Investors should recognize AWS’s strong infrastructure as a key asset, but also note the need for adaptation in the face of Gen AI and changing market preferences.
- The ability of AWS to simplify and make its services more accessible to a broader range of customers will be a crucial factor in maintaining its market position.
We’ll leave you with this thought. The need to trust data, software and the infrastructure supporting applications has never been greater. Compliance, legal issues, governance, security, local laws and fast recovery from failures are critical elements for customers today. AWS’ track record of building trust over nearly two decades has been remarkable. Translating that trust into the Gen AI era will require AWS to serve a broader set of customers that perhaps are not as technically capable as its historical developer base. And serving that new customers will require a new mindset in our view that values simplicity.
AWS turned the data center into an API and dramatically simplified IT. Now it’s time to simplify business and take productivity to levels not seen since the 1990s. As always we’ll be watching, researching and reporting.
Tell us what you think…
Keep in Touch
Thanks to theCUBE team at re:Invent ’23 for helping with this episode. Alex Myerson and Ken Shifman are normally on production and handle our podcasts and media workflows for Breaking Analysis. Special thanks to Kristen Martin and Cheryl Knight who help us keep our community informed and get the word out. And to Rob Hof, our EiC at SiliconANGLE.
Remember we publish each week on Wikibon and SiliconANGLE. These episodes are all available as podcasts wherever you listen.
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