Big Announcements or BIG Announcements?

At a time when many AI and Cloud announcements are happening, how can we determine which ones are important, disruptive, or just me-too?
SHOW: 892
SHOW TRANSCRIPT: The Cloudcast #892 Transcript (docs.google.co...)
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CLOUD NEWS OF THE WEEK: bit.ly/cloudcas...
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SHOW NOTES:
• Brian Gracely on Software Defined Interviews (podcast) (www.softwarede...)
• The Stargate Project (Jan 2025) (en.wikipedia.o...)
• Deepseek models attempts to rival OpenAI (Jan 2025) (www.wired.com/...)
• Will Deepseek threaten US equity markets? (CNBC) (www.cnbc.com/2...)
REACTING AND PLANNING WHEN SO MANY BIG ANNOUNCEMENTS ARE HAPPENING
• Why is the announcement happening now?
• What are the facts of the announcement?
• How are Enterprises thinking about these announcements?
• How are Enterprises thinking about how this pace of change impacts their thinking?
• What are the technology impacts of the announcement?
• What are the direct economic impacts of the announcement? Secondary impacts?
• OpenAI profitability?
• NVIDIA ability to charge premium for leading-edge chips?
• Pricing for any AI offering (Co-Pilots, etc.)
• Write-offs of existing GPU/Training investments?
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