Technology Booms and Busts

Let’s look at the differences between when technology is in a boom-cycle vs. a bust-cycle, and what happens as things transition between cycles. 

SHOW: 678

CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"

SHOW SPONSORS:

• CloudZero - Cloud Cost Intelligence for Engineering Teams
• Datadog Security Solution: Modern Monitoring and Security
• Start investigating security threats before it affects your customers with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.
• Eaton Homepage
• Eaton and Tripp Lite have joined forces to bring more sanity to IT pros days, every day. Visit www.eaton.com/audio to learn more!

SHOW NOTES:

HOW CAN WE TELL WHAT CYCLE WE’RE IN? 

• Right now, it feels like we’re in a bust cycle, or at least a correction-cycle, but how do we know what cycle we’re currently in - and more importantly - how do we know when the next cycle will begin?

THE GOOD TIMES, THE UNCERTAIN TIMES, AND THE BAD TIMES

• History repeats itself, hence why it’s good to study history. 
• Follow the money. Is money cheap? Is money highly leveraged? What is motivating the money?
• Does it make sense to a layperson? 
• Can the technology create a sustainable business model? Does it create an expanding ecosystem, or winner-takes-all?
• Do the stories highlight the people, or the excesses of the people, or do they highlight value-creation? Stories are bolder in a boom. 
• Booms will start slow, will gain word of mouth, will sustain for a while, will begin to reach, and then crash hard. People are never quite sure when to jump into a boom. Reactions are faster in a crash. 
• Crashes happen quickly, as they are usually highly leveraged. 
• The winners in a crash are the ones with money to buy low, or are capitalized after a crash. 

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter: @thecloudcastnet

FEEDBACK?

• Email: show @ reasoning dot show
• Bluesky: @reasoningshow.bsky.social
• Twitter/X: @ReasoningShow
• Instagram: @reasoningshow
• TikTok: @reasoningshow