Public cloud, Vodafone and M&A

It’s the Easter holidays so we had to record this episode over Zoom because Pierre is on his travels. After another AI Armageddon tangent, the guys start by reflecting on a recent UK decision to investigate its public cloud market over competition concerns, which coincides with their broader concerns in this area. They move on to recap a recent visit to Vodafone, at which it showed off its energy-saving efforts, before concluding with a review of some recent corporate shenanigans.