Alibaba Earnings: Shares are up 60% Since Jan 1st

Alibaba Group shares are up 60% since Jan 1st, less than 2 months ago. Today Alibaba reported earnings. Two main units Cloud and eCommerce did great. Cloud unit earnings were up 13 yoy.

Main reasons for the stock to rise 60% in short period are surfacing/visibility of Jack Ma and better business execution. Stock was under intense pressure because of their leader, Jack Ma, being haggled by Chinese authorities for quite a while.

AWS Partnerships in Asia Pacific and Japan | Chris Casey at re:Invent 2024

Sarbjeet Johal speaks with Chris Casey, AWS’s Director of Partnerships for Asia Pacific and Japan, during AWS re:Invent 2024.

The discussion explores regional and global partners, competencies, local market requirements, training, and AWS Marketplace. It considers how customers benefit from partner expertise across diverse countries and business environments.

Video published on YouTube on December 11, 2024. Watch the original video on YouTube.

VMware’s Unified Platform | Prashanth Shenoy at VMware Explore 2024

At VMware Explore 2024, Sarbjeet Johal speaks with Broadcom’s Prashanth Shenoy about the VMware platform under Broadcom.

The conversation examines platform and organizational simplification, training, certifications, community, and systems economics. It also covers assessment services, generative AI for practitioners, and license portability.

Video published on YouTube on November 30, 2024. Watch the original video on YouTube.

Agentic Application Frameworks | IBM Research’s Ruchir Puri and Sarbjeet Johal

At IBM TechXchange 2024 in Las Vegas, Sarbjeet Johal speaks with Ruchir Puri, Chief Scientist at IBM Research, about generative AI agents and agentic application frameworks.

Recorded on October 22, 2024, the interview focuses on agents and the frameworks used to build agentic applications. Watch the full discussion below.

Video published on YouTube on November 7, 2024. Watch the original video on YouTube.