How AWS, Microsoft & Google LOST AI

How AWS, Microsoft & Google LOST AI

The cloud computing arena is a whirlwind of innovation, with the market swelling to a massive $330 billion in 2024. This impressive growth spurt is largely fueled by the rise of generative AI, a technology that has captured the imaginations of businesses worldwide.

While giants like AWS, Microsoft Azure, and Google Cloud still hold court, a new breed of agile competitors is emerging, disrupting the established order. These smaller, nimbler players are laser-focused on delivering tailored solutions for the specific demands of AI workloads, attracting enterprises hungry for flexibility and cost-effectiveness.

The battle for cloud dominance is no longer solely about size and scale, but about agility, specialization, and a deep understanding of the evolving needs of AI-driven businesses. As the lines between the physical and digital worlds blur, the cloud is transforming into a dynamic battleground where innovation and adaptability are the keys to survival.

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Why Enterprises Suck at AI

Why Enterprises Suck at AI

Enterprises are struggling with AI for reasons that have less to do with the models and more to do with the way large companies operate. Many organizations rushed into AI because of hype, not because ...

25 Touko 14min

Are Hyperscalers Turning Consulting Firms into Sales Channels?

Are Hyperscalers Turning Consulting Firms into Sales Channels?

This commentary argues that Google Cloud's "agentic enterprise" partner push is less an open ecosystem strategy than a carefully structured channel motion designed to increase platform dependency. Goo...

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Why You Still Can't Get a Cloud Job in 2026

Why You Still Can't Get a Cloud Job in 2026

If you are struggling to land a cloud computing job in 2026, this video breaks down the ugly truth nobody wants to say out loud. The market is not just competitive, it is distorted. Too many job seeke...

18 Touko 11min

The DRAM Squeeze Pushing Enterprises to Cloud

The DRAM Squeeze Pushing Enterprises to Cloud

This video breaks down a troubling dynamic in the server market: the biggest cloud providers may be helping drive the DRAM shortage and then benefiting when enterprises are forced to react. According ...

14 Touko 11min

Why Consultants Keep Recommending Bad Tech

Why Consultants Keep Recommending Bad Tech

AI consulting is being sold as the next great enterprise revolution, but too much of the market looks more like a land grab than real transformation. In this video, I break down why so many consulting...

11 Touko 12min

Why Digital Transformation Stalls: Cloud, Culture, AI Governance, and Workforce Readiness

Why Digital Transformation Stalls: Cloud, Culture, AI Governance, and Workforce Readiness

This session explores why digital transformation efforts often stall even after major cloud investments. The core issue is that infrastructure can be modernized faster than culture, governance, and wo...

7 Touko 34min

Public Cloud Reliability Sucks. Let's Stop Pretending

Public Cloud Reliability Sucks. Let's Stop Pretending

Public cloud reliability sucks, and the industry has spent years pretending otherwise. The sales pitch is always the same: better uptime, better resilience, less operational pain. But when public clou...

4 Touko 10min

The Great Agentic Distraction: Why Cloud Innovation Just Slowed Down

The Great Agentic Distraction: Why Cloud Innovation Just Slowed Down

In this video, I break down what I call the Great Agentic Distraction: the growing tendency of cloud providers to pour talent, capital, and roadmap attention into agentic AI while slowing improvement ...

30 Huhti 10min

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