Welcome to episode 342 of The Cloud Pod, where the forecast is always cloudy! Justin, Ryan, and Matt are in the studio today to bring you all the latest in cloud and AI news this week. How do you feel about ads? How do you feel about ads while using AI? We’ve got options! We’ve got a round-up of tech Super Bowl ads, AI ads, Earnings reports (who frankly need the ad revenue), and a plethora of Opus 4.6 announcements, plus more. Let’s get started!

• ChatGPT Goes Full Mad Men: Your AI Assistant Now Comes With Commercial Breaks
• Heroku’s New Feature: No New Features
• AWS Gives EC2 Instances a Storage Growth Spurt: 22.8TB of Local NVMe Now Available
• Identity Crisis Averted: IAM Identity Center Learns to Replicate Itself
• JSON Schema Enforcement: Because Your LLM Needs Structure in Its Life
• From Zero to Admin in 480 Seconds: A Serbian Speedrun Story
• From Proof of Concept to Proof of Claw: DigitalOcean Tames AI Agent Infrastructure
• Azure’s Growth Hits the Clouds: Microsoft’s 39% Increase Still Not Enough for Wall Street
• One Lake to Rule Them All: Microsoft and Snowflake Finally Stop Fighting Over Your Data
• Free Lunch Officially Over: ChatGPT Learns That Servers Cost Money
• Claude Won’t Sell You Anything (Except Maybe Peace of Mind)
• IAM Identity Center Goes Multi-Regional: Because One Region to Rule Them All Wasn’t Enough
• Databricks Takes the Base Out of Database with Lakebase GA
• I’m a Chrome Tab hoarder

01:30 Superbowl Ads of Note

• OpenAI: https://www.youtube.com/watch?v=aCN9iCXNJqQ
• Microsoft CoPilot: https://www.youtube.com/watch?v=Ndj9Jk-tGKo
• Base44?: https://www.youtube.com/watch?v=iKEUWtqvsis
• Gemini: https://www.youtube.com/watch?v=Z1yGy9fELtE
• Anthropic: https://www.youtube.com/watch?v=gmnjDLwZckA
• ai.com: https://www.youtube.com/watch?v=n7I-D4YXbzg&t=3s

16:35 Justin -If you ever want to knowif there’s a bubble, spending dumb money on the Super Bowl on an ad that makes no sense is probably your number one clue.”

16:53 It’s Earnings Time!

Microsoft (MSFT) Q2 earnings report 2026

• Microsoft Q2 2026 earnings show Azure cloud growth slowing to 39% from 40% in the prior quarter, missing analyst expectations of 39.4% and causing shares to drop 7% in after-hours trading.
• The company’s gross margin hit a three-year low at 68% due to substantial AI infrastructure investments totaling $37.5 billion in capital expenditures, up 66% year over year.
• OpenAI now represents 45% of Microsoft’s $625 billion remaining commercial performance obligation after the company committed to a $250 billion cloud services deal during the quarter.
• This concentration raises questions about revenue dependence on a single customer, though Microsoft maintains that the remaining backlog is still larger and more diversified than most compet...