352: Google Next: Rebrandapalooza

Welcome to episode 352 of The Cloud Pod, where the weather is always cloudy! Justin, Matt, and Ryan are safely back from Vegas (Ryan and Justin, anyway), and they have all the news and announcements from Google Next. Plus, we have Ryan’s take on Phish, news from Cloudflare, and a shoe company making a pivot. There’s a lot to cover, so let’s get started!

Titles we almost went with this week

Redact Yourself Before You Wreck Yourself OpenAI **Anthropic Fork Yeah Cloudflare Artifacts Is Here Git Happens at Scale on Cloudflare Bucket List Item Checked Lambda Mounts S3 File Systems Terraform Your Agents Before They Terraform You Cloud Run Gets GPUs and Finally Hits the Gym Spanner Goes Rogue, Leaves the Cloud Behind Knowledge Catalog Knows What Your Agents Did Last Query One Control Plane to Rule a Million Chips No More Incognito Windows for Your AWS Identity Crisis Your Agent Can Now Write Files Without Burning Everything Down Spend Caps Finally Tell Runaway AI Jobs to Chill RIP Vertex, long live the agent Agents all the way down Google Next: This is the dawning of the Age of Agentic Allbirds Proves AI Hype Needs No Infrastructure

A big thanks to this week’s sponsors: There are a lot of cloud cost management tools out there, but only Archera provides insured commitments. It sounds fancy, but it’s really simple. Archera gives you the cost savings of a 1 or 3-year AWS Savings Plan with a commitment as short as 30 days. If you do not use all the cloud resources you have committed to, Archera will literally cover the difference. Other cost management tools may say they offer “insured commitments”, but remember to ask: Will you actually give me my rebate? Because Archera will. Check out thecloudpod.net/archera to schedule a demo today. We also wanted to tell you about something coming to the US for the first time — WeAreDevelopers World Congress! They’ve been doing this in Europe for years, 15,000-plus attendees in Berlin, it’s one of the biggest developer events over there. Coté from Software Defined Talk is actually speaking at their Berlin event this summer, so we’ve got some firsthand context here. In September, they’re launching the North America edition. San José, September 23 to 25. 500-plus speakers, 18 tracks — cloud, infrastructure, DevOps, security, AI, data engineering, all of it. Speakers from Datadog, Honeycomb, Sentry, Google, LinkedIn, and Stack Overflow. Olivier Pomel, Christine Yen, Milin Desai, Kelsey Hightower – plus workshops and masterclasses, not just talks. These are people who know how to do a developer conference at scale. wearedevelopers.us, code DEVPOD26 for 15% off. Group rates on top of that for 4 or more. General News 06:12 Amazon invest up to $25 billion in Anthropic part of AI infrastructure

Amazon has committed up to $25 billion in additional investment in Anthropic, bringing its total potential investment to $33 billion. The latest $5 billion tranche is based on Anthropic’s $380 billion valuation, with up to $20 billion more tied to commercial milestones. In exchange, Anthropic has committed to spending over $100 billion on AWS over the next decade, with a specific focus on Trainium custom AI chips, and plans to bring nearly 1 gigawatt of Trainium2 and Trainium3 capacity online by end of the year. Anthropic cited real infrastructure strain from growing enterprise...