Episode Appearances
The AI Daily Brief: Artificial Intelligence News and Analysis · Apr 29, 2026
AI Lab Power Rankings
“Announced OpenAI model availability on AWS; explained customer demand for AWS-hosted AI models”
AI Lab Competitive Positioning and Market ShareMicrosoft-OpenAI Partnership RestructuringCloud Infrastructure and Compute Allocation
View AnalysisBloomberg Tech · Apr 29, 2026
80 Seconds of Big Tech Earnings To Set Market’s Fate
“Discussed AWS-OpenAI partnership, ending Microsoft exclusivity, and customer choice in frontier models”
AI Infrastructure Capital Expenditure and ROI VerificationCloud Growth and Margin Compression in HyperscalersSupply Chain Constraints and Geopolitical Cost Inflation
View AnalysisThe Cloud Pod · Dec 19, 2025
334: AWS Makes Kubernetes Conversational
“AWS VP who delivered keynote on AI and infrastructure; criticized for lacking narrative coherence”
AWS Lambda Managed Instances and GPU SupportLambda Durable Functions for Long-Running WorkflowsAmazon Bedrock Agent Core and Agentic AI
View Analysis