The Cloudcast is the industry's leading, independent Cloud Computing podcast. Since 2011, co-hosts Aaron Delp & Brian Gracely have interviewed technology and business leaders that are shaping the future of computing. Topics will include Cloud Computing | Open Source | AWS | Azure | GCP | Serverless | DevOps | Big Data | ML | AI | Security | Kubernetes | AppDev | SaaS | PaaS | CaaS | IoT. Also available, the "Cloudcast Basics" podcast (@cloudcastbasics), for anyone new to Cloud Computing.
Listeners of The Cloudcast that love the show mention: brian and aaron, aaron and brian, cloud computing, cloudcast, enterprise, stu, excellent guests, product, 2017, 2018, technical, industry, related, resource, behind, knowledgeable, news, highly recommend, engaging, topics.
The Cloudcast is a must-listen podcast for anyone interested in cloud computing technology or looking to expand their knowledge in this field. With its knowledgeable hosts, Brian and Aaron, this podcast consistently delivers high-quality content that is both informative and accessible. Unlike some other tech podcasts, The Cloudcast avoids getting lost in rabbit holes and instead provides brisk and information-dense episodes that keep listeners engaged. Whether you are already working with cloud computing technology or just starting out, this podcast offers valuable insights and perspectives that you might not have come across before.
One of the best aspects of The Cloudcast podcast is its long-standing reputation as one of the OG cloud podcasts. With over 7 years of experience, starting back in the Openstack glory days, Brian and his crew have established themselves as experts in the field. Their deep knowledge shines through in each episode as they bring on guests who are leaders and professionals in the cloud industry. The interviews flow seamlessly, offering a wealth of information on the direction of where the cloud is going. Additionally, The Cloudcast covers a wide range of topics related to building a thriving enterprise and provides real-world examples from leaders who have experienced success themselves.
While it's challenging to find any significant drawbacks to The Cloudcast podcast, some listeners may prefer more in-depth discussions on certain topics. Given the brisk nature of the show, some may feel that certain subjects are not explored thoroughly enough or that there isn't enough time spent delving into specific areas of interest. However, it's important to note that The Cloudcast does an excellent job of providing a survey of what is going on in cloud-related subjects without filling time with unnecessary blather.
In conclusion, The Cloudcast is an essential podcast for anyone interested in cloud computing technology or looking to stay up-to-date with current trends in this field. With its experienced hosts, informative conversations with industry leaders, and a wide range of topics covered, listeners are sure to learn something new and gain valuable insights. The Cloudcast's dedication to professionalism and its ability to convey complex topics in an accessible manner make it a standout podcast in the tech industry. Don't miss out on this great resource for cloud computing knowledge.
Animesh Koratana - CEO and Founder of PlayerZero discusses how agentic AI is transforming software quality assurance through predictive code simulation, and how teams can shift from reactive debugging to proactive problem prevention in the era of AI-generated code.SHOW: 967SHOW TRANSCRIPT: The Cloudcast #967 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SPONSORS:[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcastSHOW NOTES:PlayerZero websiteTopic 1 - Welcome to the show Animesh. Tell us about your background and your involvement in.Topic 2 - Let's start with the core problem you're solving. What is "predictive software quality" and why is this becoming critical now, especially in the era of AI-generated code?Topic 3 - How does agentic code simulation work, and what makes it different from traditional testing approaches?Topic 4 - This feels like it democratizes software quality beyond just engineering teams. How does PlayerZero work across different roles - developers, QA, product managers, and support teams?Topic 5 - Integration and workflow - how does PlayerZero fit into existing CI/CD pipelines and development workflows? What does the implementation look likeTopic 6 - Let's talk about scale and complexity. How does PlayerZero handle large, distributed systems with microservices, databases, and complex architecturesTopic 7 - If someone out there is interested and wants to get started, what is the best place to started?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Three years since the launch of ChatGPT, what does the landscape of Enterprise AI look like today? What's working, what's struggling and what's still unknown?SHOW: 966SHOW TRANSCRIPT: The Cloudcast #966 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:HOW ARE ENTERPRISES USING AI IN LATE 2025?5% have a clear vision of how to apply Predictive and Generative AI to a set of use-cases that drive differentiation, productivity improvements and cost reductions. They are keeping the details close to the vest.10% have allocated about 3-5% of their IT budgets to AI, typically from a C-level mandate, and have given it to Microsoft or Google. They have checked “the business is AI-enabled” and signaled to the market that they have fully embraced AI. The market is rewarding these companies at higher multiples. 85% aren't sure what use-cases to focus on, have unrealistic expectations during POCs, and are focused on the “no” areas instead of their own learning curves. Enterprises don't have great visibility into AI costs, and limited baselines of what AI should cost - pay for outcomes, pay for seats, pay for tokens, or pay for GPUs?Enterprises don't have easy access to GPUs outside of via SaaS services - makes it challenging for Private or Sovereign AI demand to be metRight now, there is no simple way for Enterprises to build AI AgentsRight now, there is no simple way for Enterprises to share AI experience / learning curve - AI is a very individualized experienceFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Alan Lefort, CEO and Co-Founder, StrongestLayer, discusses how LLM-powered reasoning is transforming phishing security from reactive pattern-matching to predictive threat detection, and why traditional rule-based systems can no longer defend against sophisticated AI-generated phishing attacks.SHOW: 965SHOW TRANSCRIPT: The Cloudcast #965 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SPONSORS:[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcastSHOW NOTES:WebsiteStrongestLayer ResearchTopic 1 - Welcome to the show Alan. Tell us about your background and your involvement in Cybersecuity.Topic 2 - Let's start with the core challenge. You've said that "if only AI can defend against weaponized AI" - what specific gap in traditional email security did you identify that led to this philosophy? How are AI-powered phishing attacks fundamentally different from what we've seen before?Topic 3 - How does this attack vector demonstrate the limitations of rule-based security systems, and why can't traditional pattern matching keep up?Topic 4 - Let's break down your TRACE (Threat Reasoning and AI Correlation Engine) architecture. You've described it as "LLM-as-master" rather than "LLM-as-add-on." What does this fundamental architectural difference mean for threat detection, and how does it help?Topic 5 - You discuss "pre-campaign detection," which involves identifying potential phishing campaigns weeks before emails are sent. This sounds like moving from reactive to predictive security. How does your system correlate technical intelligence with business context to achieve this early warning capability?Topic 6 - From an implementation standpoint, how do organizations integrate LLM-powered reasoning into their existing security stacks? What's the deployment model, and how do you handle the challenge of reasoning about business context without exposing sensitive organizational data?Topic 7 - If someone out there is interested and wants to get started, what is the best place to start?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
As cloud matures, could the hyperscale cloud providers start looking to acquire SaaS providers to build out a bundled application portfolio? Or are the demands of AI investment too much to pursue that strategy? SHOW: 964SHOW TRANSCRIPT: The Cloudcast #964 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:Clouded Judgement (Jamin Bell)100 Biggest SaaS CompaniesCOULD THE CLOUD HYPERSCALERS START LOOKING TO ACQUIRE SAAS COMPANIES?Do the hyperscalers start acting like Private Equity to acquire SaaS revenue streams?Do the hyperscalers start moving from primitive providers to bundlers?Do the hyperscalers have to make a choice between AI/CAPEX investment and SaaS investment?Do the hyperscalers figure out a way to spin-off the AI/CAPEX portions of their business for a period of time?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from September 2025.SHOW: 963SHOW TRANSCRIPT: The Cloudcast #963 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SPONSORS:[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcastSHOW NOTES:Link to August 2025 News and ArticlesFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Between the bold predictions, VC economics, and rising usage-patterns are stories of limited ROIs, undefined use-cases and associated job losses. AI is in an awkward phase of maturity and it's not clear how it will evolve into the next phase. SHOW: 962SHOW TRANSCRIPT: The Cloudcast #962 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:THE SPECTRUM OF AIThe early years of the Internet, we tried to replicate physical-based activitiesThe early years of the Internet, the whole industry/world-economy wasn't depending on “the next thing”The early years of AI, “the leaders” are talking about curing cancer and double human longevityCloud had “lift and shift”; AI has “get everyone a GenAI license”Where is the middle? Where is the rational discussion?Massive FundingMassive # of Consumer UsersFrom Ed to Sam, from Dario to Satya, from Jensen to Larry …. Big spectrums of opinionsUnprofitable (except NVIDIA, Broadcom)Near monopoly of GPUs by NVIDIAEvery couple months, the landscape seems to shift (OpenAI partners, Leading models, Questionable Enterprise ROI - lots of “we gave everyone GenAI, but we don't know how to measure it”Companies are laying off workers, or avoiding hiring because of promises of AIUnknown “killer” use-cases beyond chatbots, therapy, developer-assistants, writing, document handlingToday's mantra is “Rub some AI Agents on it”FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Stephan Donze (@sdonze CEO @AODocs), discusses the enterprise unstructured data crisis, where 80% of business data remains untapped due to legacy system limitations and the challenges of AI-powered document management at scale. We explore how AI agents can transform document workflows while maintaining trust and compliance, the architectural principles needed for cloud-native document management, and why traditional search fails in the age of generative AI.SHOW: 961SHOW TRANSCRIPT: The Cloudcast #961 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SPONSORS:[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcastSHOW NOTES:AODocs websiteTopic 1 - Welcome to the show, Stephan. Give everyone a quick introduction.Topic 2 - We hear all the time about unstructured data and the continual growth in the Enterprise. I've heard numbers of upwards of 80% of all corporate data is unstructured. I've worked at several companies and supported a significant number of customers over the years, and I can count on one hand how many say they have “control” of their data. How did this come to be, and is the problem as big as I think?Topic 3 - The second part of this, and this might be an even bigger problem, is how much of the data is used? Too many needles in the haystack, if you will. How does Agentic AI address this challenge, and where do traditional document management systems fail?Topic 4 - We've talked about data quality in the past on the show, and I'm wondering if this also becomes an issue. Let's say you have a bunch of draft documents leading up to the final version. Is it possible that improper version control and/or we're back to a data quality problem of finding the “final version” needle in the haystack? How does AI prevent this and also not hallucinate an answer that may not be true?Topic 5 - Some have called AI's ability to absorb and report on data just fancy search. What are your thoughts on this? Where and how does traditional search differ from Agentic AI management?Topic 6 - I also see this as being so much more than indexing and reporting on documents. There is also the concept of automation and workflows that agentic AI can improve upon. What use cases are your customers implementing?Topic 7 - Where do you think the industry will go in the next 2-3 years?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
How is it possible that smart people both love and hate AI? Does it matter how smart you are, or just how you interact with AI? SHOW: 960SHOW TRANSCRIPT: The Cloudcast #960 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:WHAT TYPES OF SMART PEOPLE LOVE AND HATE AI?AcquihiresEarly Stock BuyoutsAI = Aggregated (or Augmented) InternsDomain-ExpertsSenior White Collar WorkersFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Todd Robinson, Founder and President of OpenMetal.io, discusses the resurgence of bare metal infrastructure driven by AI workloads, digital sovereignty requirements, and companies reassessing public cloud economics. The conversation explores how organizations are finding cost and control advantages in bare metal solutions, particularly for long-running applications. It examines OpenMetal's open-source approach using technologies like Ceph and OpenStack to deliver flexible infrastructure alternatives.SHOW: 959SHOW TRANSCRIPT: The Cloudcast #959 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS:[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcastSHOW NOTES:OpenMetal websiteTopic 1 - Welcome to the show. Tell us about your background, and you developed a passion around bare metal and cloud services?Topic 2 - Between AI (GPU rental), digital sovereignty initiatives, and even virtualization alternatives, it feels like bare metal is having a resurgence. Give some a sense of what the demands for bare metal solutions look like today?Topic 3 - As companies understand the economics of having used public cloud services, are there certain use-cases that become immediately obvious where more private, hosted, bare metal services just make more sense? Topic 4 - OpenMetal is based on open source technologies like Ceph and OpenStack. How important to customers about the technologies under their applications, or do the economics and control aspects play a bigger role in their decisions? Topic 5 - I'm often asked if there is a model about when it makes more sense to use on-demand service vs. more fixed services. Is there a rule of thumb (e.g. longevity of an application, amount of change, etc.) that you've found drives the most success at picking the right environment for applications?Topic 6 - OpenMetal could be described as a public or private cloud service. Do you find that there is still the stigma over “private cloud” that we saw when the hyperscalers were initially growing so quickly?Topic 7 - What are the best ways to engage with or begin using bare metal services? FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
How did Oracle Cloud (with OpenAI) suddenly command the news cycle, with a chance to potentially overtake much larger clouds in a few years? Let's explore how Oracle's focus on bare-metal and bandwidth might have ripple effects on Cloud and AI.SHOW: 958SHOW TRANSCRIPT: The Cloudcast #958 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:WHAT ARE THE ALTERNATIVE PATHS FOR AI? The Cloudcast #330 - Oracle's Next-Generation Cloud IaaSOracle Chosen as TikTok's Secure Cloud Provider- [Oracle Press Release]Oracle Cloud and OpenAI sign $300B deal - [WSJ]Oracle Cloud - [Platformnomics]Oracle and OpenAI - [Ed Zitron]FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Ole Lensmarm, Founder/CTO at TestKube, discusses how Kubernetes-native testing platforms are designed to address limitations in traditional CI/CD testing workflows. The conversation covers how TestKube differs from existing testing environments, expands test coverage opportunities for development and QA teams, and provides best practices for testing in Kubernetes environments.SHOW: 957SHOW TRANSCRIPT: The Cloudcast #957 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS:[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search Interconnected by Equinix.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.SHOW NOTES:TestKube - A Kubernetes-native platform that powers Continuous Testing for today's AI-accelerated developmentTestKube (open source)Why did we start TestKube (Ole Lensmar)Topic 1 - Welcome to the show. Tell us about your background and what led you to start TestKube.Topic 2 - Let's talk about the origins of TestKube. What were some areas where you saw people having frustrations or limitations that were holding back their ability to do proper testing to get things into production?Topic 3 - Let's talk about the basics of TestKube. Can you talk about how it's different from existing testing environments, or how people use CI/CD todayTopic 4 - Does TestKube expand what a typical Dev-team, or QA-team would test, or does it create new opportunities for test coverage that were very difficult before? Topic 5 - What are some of the results or feedback you've heard from people using TestKube?Topic 6 - What are some best practices you're seeing as people begin to evolve how they test for their Kubernetes environments?Topic 7 - What's the best way for people to get started with TestKubeFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Apple's iPhone had the Android ecosystem, but where is the Android of AI going to come from to challenge the OpenAI/NVIDIA duopoly? Let's explore the possibilities. SHOW: 956SHOW TRANSCRIPT: The Cloudcast #956 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcastSHOW NOTES:WHAT ARE THE ALTERNATIVE PATHS FOR AI? Consumer: Ad-supportedConsumer: Understandable tiersEnterprise: ELAs for Co-Pilot, GeminiEnterprise: Model building tools (e.g. AWS Sagemaker, Google Vertex, etc.)FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Brian Gracely (@bgracely) Aaron Delp (@aarondelp) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from August 2025.SHOW: 955SHOW TRANSCRIPT: The Cloudcast #955 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.SHOW NOTES:Link to August 2025 News and ArticlesFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
From extreme ups to startling downs, every week can feel like the peak of expectations and the trough of disillusionment for AI. SHOW: 954SHOW TRANSCRIPT: The Cloudcast #954 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:THE UPS AND DOWNS OF AI - THE CONSTANT HYPE CYCLEHealthy Competition [YES]Consumer and Enterprise Markets [YES]Market leader(s) [YES, sort of]Well-Defined, profitable business model [NO]Open, lower-cost alternative emerged [YES/NO]Usage patterns emerging [YES/NO][ups] Constant high-profile VC, Sovereign wealth, hyperscaler funding of AI startups[ups] Constant high-profile CAPEX spending by hyperscalers, model builders, data center builders[ups] Rapidly growing user-bases[ups] Growing revenues at some companies (NVIDIA, OpenAI, Google, Microsoft, Anthropic)[downs] Growing losses at high-profile companies [???] Frequent, high-profile movement by key people at high-profile companies (engineers, leadership)[downs] Frequent, partial acquires of founders and key engineers, but not entire companies[downs] Secondary market scales of startup shares, bypassing traditional secondary and public markets[downs] No “NetFlix of AI” company[downs] No “AI Agent” success stories[???] Consumer “winner-take-all” mindset from AI companies[downs] Enterprise companies struggling to create ROI+ projects (in early days)[???] Enterprise “bundles” raising prices (CoPilot, Gemini, etc.)[downs] Unclear if new frontier models are getting better than previous versions (e.g. GPT-5)[???] Are inference prices coming down? [ups] Consumers have many excellent AI choicesIt's unclear if AI companies have created any moats yet; it's unclear if LLMs can be differentiatedChatbots, developer-assistants and document management are use-cases. What else?Are agents ready to be mainstream yet? Pick-axe providers are making the money right now (NVIDIA, Broadcom, etc.), but is there moat entirely on super-premium HW?User-experiences are still being understoodWill AI + Ads (business model) be a big bang event, or happen gradually? FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Amit Kinha - Field CTO @DoITInt | FinOps Foundation Board Member discusses how the relationship between technology and financial accountability has evolved, and how mainstream FinOps is shifting IT focus around innovation. SHOW: 953SHOW TRANSCRIPT: The Cloudcast #953 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.SHOW NOTES:DoIT - Intent Aware FinOpsDoIT hires Citigroup FinOps Star as ExecutiveFinOps FoundationFinOps X (event)Topic 1 - Welcome to the show. Tell us about your background and your involvement in FinOps.Topic 2 - We've been through the early days of cloud, where we were told that cloud was cheaper, and then after COVID, everyone seemed to realize that cloud was actually more expensive. Where are we with FinOps and companies understanding how to think about cloud spending?Topic 3 - You work with the FinOps Foundation. What types of roles do you see focused on FinOps, and how is that evolving as there is greater cloud cost visibility across an entire organization? Topic 4 - How has the technology around FinOps evolved? How much is still manual? How much is piecing together different costs from different systems? And how much is evolving to have an AI component? Topic 5 - How do the tools and platforms from DoIT help to make FinOps easier for companies? What are some of the key areas of focus, and some insights you're hearing from the companies that you work with directly? Topic 6 - If you had to give a CIO or CFO guidance on how to best think about FinOps, what are the top things you would focus on? FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
As we begin to transition from the Cloud era to the AI era, what types of changes can we expect to see happen in the market, within our businesses, and for individuals? SHOW: 952SHOW TRANSCRIPT: The Cloudcast #952 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:WHEN TWO ERAS OVERLAP - CLOUD AND AIThe early stages of a new era tends to be separate (cloud-native, AI-native), but eventually tends to build upon the previous era's foundationsIt usually takes a decade before an era stops being important or prioritized It usually takes 3-5 years before best practices for new applications emergeFinding new era talent is difficult (and expensive), but current era technology can be optimized (reduce costs, modernize)We're going to see “Shadow AI” and “Bi-Modal Cloud/AI”The will be a lot of “X is Dead” during the first few years of the transition, until people (again) remember that nothing in IT dies - especially in the enterpriseThere will be a lot of numbers/reports coming out that seem completely contradictory - $B investment, but $0 ROI from usersFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
After a very long roadtrip, let's explore the lessons we can learn from some of the greatest business models in tech and how or if they apply to the AI era companies. SHOW: 951SHOW TRANSCRIPT: The Cloudcast #951 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.SHOW NOTES:7 Powers of Competitive DynamicsMicrosoft (Vol 1, Vol 2)Google Meta AWSNVIDIA (Vol 1, Vol 2, Vol 3) LESSONS FROM THE GREATEST BUSINESS MODELSFounder control, nearly immediately profitable, growth strategies, How long Enterprise businesses take to matureIs there an AI business model that's profitable? Is there a business model that isn't Enterprise or Ad-supported?Microsoft - commoditize your compliments, understand market expansions, Google - Customer acquisition, scaling economics, AdWords, AdSenseAWS - Meta - Adapting the offeringsNVIDIA - Vertical integration (HW + SW)FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Haseeb Budhani (@haseebbudhani, CEO @rafaysystemsinc) discusses the evolution from traditional DevOps to platform engineering and what "Enterprise Ready" Kubernetes looks like in 2025. We explore AI workloads running on Kubernetes and how modern orchestration solutions can transform teams from bottlenecks into enablers. We also cover the security considerations for GPU-enabled AI workloads and balancing developer self-service capabilities with proper governance and control.SHOW: 950SHOW TRANSCRIPT: The Cloudcast #950 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SPONSORS:[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:Rafay websiteTopic 1 - Welcome to the show, Haseeb. Give everyone a quick introduction.Topic 2 - Let's start by talking about the evolution of Kubernetes as a platform. You've said and we've talked about on this show for some time how Kubernetes is more of a platform to run platforms. We've also seen trends in the industry and shifts in what it means to be DevOps or Platform Engineering in recent years. You've positioned Rafay as a Kubernetes Operations Platform that's now evolved into a Cloud Automation Platform. How do you define the difference between Kubernetes management and true platform engineering?Topic 3 - What does “Enterprise Ready” Kubernetes look like in 2025?Topic 4 - Let's flip over to AI/ML and GPUs with Kubernetes for a bit. Many developers and data scientists aren't aware of the underlying platform they run on. I saw a stat recently that about 95% of AI runs on Kubernetes, either on-prem or in the cloud. Despite this, Platform teams are often stuck doing manual GPU provisioning, which doesn't scale with AI adoption. How do modern GPU orchestration solutions change the platform team's role?Topic 5 - With GPU workloads often handling sensitive data and AI models, security becomes even more critical. How should organizations approach security and compliance in their GPU-enabled Kubernetes operations?Topic 6 - "Most developers don't want to write YAML or manage clusters — they just want to ship software." How do you balance giving developers the self-service capabilities they want while maintaining the control and governance that platform teams need?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Shay Levi (@shaylevi2, CEO @UnframeAI) & Larissa Schneider (COO @UnframeAI) discuss the complexities of building an enterprise-grade AI platform. Topics include what an AI platform is, the advantages of adoption, and the efficiencies gained.SHOW: 948SHOW TRANSCRIPT: The Cloudcast #948 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.SHOW NOTES:Unframe websiteTopic 1 - Shay & Larissa, welcome to the show! Give everyone a brief introduction and a little about your background. Topic 2 - Today, we're discussing AI Security and Enterprise Platforms. What are the problems or issues you see with AI development today?Topic 3 - Is this where an AI platform comes into play? I'm seeing more and more about this term and wondering what it truly means to be a platform. What is your definition of a platform, and what are the advantages?Topic 4 - Shay, considering your background in APIs and API security, how does that knowledge transfer into this space?Topic 5 - Larissa, with your background in operations, where do you see the inefficiencies in AI development and lifecycle management of the AI models and the datasets?Topic 6 - Let's talk about Unframe. Give everyone an overview. Is this a SaaS service? How and where does it fit into your typical AI development stack?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Are we beginning to see the dawn of a 2nd phase of Cloud Computing, as AI begins to become a workload that impacts every aspect of the previous era of Cloud? Let's explore…SHOW: 948SHOW TRANSCRIPT: The Cloudcast #948 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:CLOUD 1.0 vs. CLOUD 2.0Cloud 1.0: On-demand services, OSS innovation, Core Building Blocks, Affordable Infrastructure with declining costs, 1st and best customers, limited gov't involvement, varied competition levels, Cloud 2.0: AI is a now technology, GPU vs. CPU costs, vertical application stacks?, unknown economics, highly funded competition, unknown gov't involvement, unknown investment into OSS, AI gravity vs. cloud gravityFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Brian Gracely (@bgracely) Aaron Delp (@aarondelpt) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from July 2025.SHOW: 947SHOW TRANSCRIPT: The Cloudcast #947 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.SHOW NOTES:Link to July 2025 News and ArticlesFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
The hardest thing for any growing company to do is manage the transition from hypergrowth to the dual tracks of growth and stability. AWS is entering their Hybrid phase, or the transition from Day 1 to Day 2. How will it go?SHOW: 946SHOW TRANSCRIPT: The Cloudcast #946 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:Amazon Q2 (July 2025) ResultsReviewing Amazon/AWS Q2 2025 Results (CNBC)AWS QoQ Earnings Growth Rates (2014-2025)Andy Jassy defends Amazon/AWS AI strategyAmazon Q2 2025 Earnings Call TranscriptUpdate from Andy Jasay Amazon Generative AI (Amazon Internal)HOW WILL AWS HANDLE DAY 1 AND DAY 2?Has AWS missed the Generative AI transformation?Not investing in GPUs at the same rate as their cloud market shareDon't have a Top 5 Frontier LLMDon't have a productivity suite to attach AI to (on-going revenue)Don't have a leading coding-assistant appDon't have an immediate “acquisition” target (e.g. Anthropic valuation near $150B)AWS isn't breaking out their AI revenuesAWS's growth has plateaued over the last 6 quarters (around 17%), while Azure, GCP have been growing at 1.5 to 2x, specifically around AI revenues. AWS is up to 18% of Amazon revenue, and current AWS (CPU-based) is driving the majority of Amazon profits. Jasay is trying to make AI an add-on to the AWS “building block” modelGenAI buying (at this point) looks similar to Shadow IT going to public cloud – it's not centrally controlledIs AWS focused on GenAI, or moving the other 80-85% of on-premises to their cloud? Can they manage both priorities at the same time? Can you achieve the same levels of growth if non-GenAI startups aren't getting funding at the same levels as pre-2022?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Elliot Shmukler (Co-Founder and CEO at Anomalo) talks about the impact of data quality on AI, how unstructured data can be improved, and how monitoring of data lakes can help prevent model drift and give organizations confidence with predictable results.SHOW: 945SHOW TRANSCRIPT: The Cloudcast #945 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SPONSORS:[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their websiteSHOW NOTES:Anomalo websiteThe Cloudcast #598 - Data QualitySnowflake invests in AnomaloTopic 1 - Elliot, welcome back! It's hard to believe it has been 3 years since we spoke! Give everyone a brief introduction.Topic 2 - Here's the problem I see when it comes to AI adoption today. There isn't an “off the shelf” AI model with an organization's data built in; that's impossible. So, you must bring this data, often unstructured, to the model, often with mixed results. Do you agree?Topic 3 - I see data quality in two ways… the quality of the data before ingestion is one way, we want the data to be clean going in. But, we also need a way to detect, mitigate, and do a root cause analysis for quality checks along the way, correct? Give everyone an idea of what this life cycle looks like.Topic 4 - What are you seeing as the barriers to adoption? Is it the tools, the models, the need for RAG pipelines, the lack of data scientists, and AIOps?Topic 5 - We have this crossroads where proprietary data makes an organization unique, but exposing that unique data puts the organization at risk. How much of a factor does this play, and how do you advise organizations around this complex intersectionTopic 6 - There is always this concept of predictable results. This answer should be consistent and repeatable. We've seen things like model/data drift and hallucinations hinder this concept, leading to a lack of confidence in the results. How do you advise organizations to tackle this lifecycle management and predictability over time?Topic 7 - If listeners want to get started and learn more, what's the best way to get started?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
If the AI Agent hype ends up being real, how will businesses manage AI Agents from the perspective of people vs. non-people? SHOW: 944SHOW TRANSCRIPT: The Cloudcast #944 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.SHOW NOTES:Batch jobs vs Cron jobsRobotic Process AutomationWhat is AIOps?AI Platform goes rogue, deletes company database (Replit)How do consultants think about AI AgentsWHAT IF AI AGENTS ARE SUCCESSFUL?What are our expectations of AI Agents? How do we treat AI Agents? How do we organize AI Agents? How do we manage AI Agents?Will we have Junior and Senior AI Agents? Will we see internal competition for managers trying to get AI Agent budget? Will companies measure % AI Agent for projects? Will we see managers trying to take their agents with them if they leave a company? How “owns” the agent?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Luke Marsden, CEO and Founder, HelixML talks about Private GenAI. What is it? Why do you need it? We also discuss integration into CI/CD pipelines, the layers of a Private GenAI Stack, and why most organizations are opting for RAG over fine-tuning LLMs.SHOW: 943SHOW TRANSCRIPT: The Cloudcast #943 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS:[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:HelixML websiteHelixML GitHubHelix 1.0 Announcement BlogTopic 1 - Welcome to the show Luke. Give everyone a brief intro.Topic 2 - Let's start with Priavte GenAI. What is it? Why should organizations out there consider it? Why not just use OpenAI GPT's and fine tune them?Topic 2a Follow up - Regulatory Compliance - take the opposing forces in the EU for instance to using SaaS based services based in the United States.Topic 3 - Let's break down the layers in a typical Private AI stack. I'm seen various ways to represent this such as infrastructure layer, MLOps layer, models, data layer (typically RAG), etc. How do you break up the stack into individual componentsTopic 4 - My mind immediately jumps to similarities in the DevOps space. Abstraction layers and components like Docker and containers comes to mind, integration into CI/CD pipelines, etc. I feel like MLOps is it's own thing with specific tools and workflows. Does this all come together and if so how?Topic 5 - Also, what does this mean for versioning and lifecycle management of the models and the data?Topic 6 - We are seeing more and more data pipelines with backed by multiple models, sometimes in multiple locations. How do handle this from both a scheduling and interface standpoint? Is everything hidden behind APIs for instance?Topic 7 - If anyone is interested, what's the best way to get started?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
If the rewards of a startup are only going to the founders and AI researchers, then what incentives are there for all the other roles? Has AI broken the startup model? SHOW: 942SHOW TRANSCRIPT: The Cloudcast #942 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.SHOW NOTES:Google and Windsurf, Stinky Deals, Chesterton's Fence and the Silicon Valley EcosystemAndreessen Horowitz's Casado Plays Talent Broker for CursorCognition acquires Windsurf after CEO and Researchers go to GoogleAre AI Acquihires Screwing Up the Startup Space?How ‘Acquihires' Are Reshaping Silicon Valley's AI InvestmentsWHY WOULD ANYBODY JOIN AN AI STARTUP? Windsurf, ScaleAI, Inflection and several other AI companies are getting acquihired. The US DOJ and FTC are scrutinizing acquisitions by large tech companiesLarge tech companies are able to acquihire without paying for non-foundersNot every company will be ChatGPT and grew without massive sales and marketingWhat would anyone join an AI Startup if you're not the Founder or AI Researcher? FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
We discuss the Cursor pricing changesSHOW: 941SHOW TRANSCRIPT: The Cloudcast #941 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their websiteSHOW NOTES:Cursor Series-C Funding ($9.9B valuation)New Cursor Pricing TiersUpdated Cursor Pricing (June 2025)Cursor apologizes for unclear pricing changes (TechCrunch) Promiscuity of Modern Developers (Redmonk)Aaron Levie speculates that coding-assistants are involved with 50% of AI usage todayAnysphere, the startup behind coding app Cursor, hired two former Anthropic leadersMeasuring the actual impact of AI coding (Changelog)Windsurf's CEO goes to Google; OpenAI's acquisition falls apart (TechCrunch)Windsurf 2-3x'd headcount, and then the founding team walked. Pretty wild (X.com)Topic 1 - What happened (basics of the pricing change)?Topic 2 - How was this communicated? Topic 3 - Where was the confusion?Topic 4 - Wasn't this inevitable because of huge costs and funding rounds? Topic 5 - How do we square the “developers don't pay for anything” and “AI-native vs. AI-augmented” when developers are still in the loop?Topic 6 - Does this inevitability mean AI coding-assistants can't be a standalone business, but need to be in a bundle? Topic 7 - WTF Windsurf?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
In the Enterprise, there is a spectrum forming of aggressive adopters and passive resistors to AI usage. While there are no best practices yet, C-suites are pushing. So what are you waiting for?SHOW: 940SHOW TRANSCRIPT: The Cloudcast #940 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:AI Eats the World (Benedict Evans)East Meets West 2025 (keynote presentation) The State of Consumer AI (2025 - Menlo Ventures)WHEN SHOULD YOU START ENGAGING WITH AI?Nobody wants to be told what to do; and everyone wants guidance on what to do[Experience from watching adoptions in the Enterprise]No job has ever been safe in the long runAI is like every new technology, it has a steep and long learning curve. But the beginning seems pretty easy. Nobody knows AI best practices at this pointNobody knows good AI KPIs at this pointNobody understands AI costs at this pointThe “older” generation can build on their existing domain experienceThe “younger” generation has always figured out new ways to work, be creativeEven CEOs aren't the ultimate boss - the market, boards, peer pressure, etc. - they will push trends, sometimes without all the dataFEEDBACK?
Julian LaNeve, CTO at Astronomer, discusses data pipelines, Apache Airflow, Astronomer's managed offering, and the benefits of data pipelines for both developers and operations.SHOW: 939SHOW TRANSCRIPT: The Cloudcast #939 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their websiteSHOW NOTES:Astonomer.io websiteApache AirflowTopic 1 - Welcome to the show, Julian. Give everyone a quick introduction.Topic 2 - Our topic today is Data Pipelines with Apache Airflow. For those unfamiliar, provide an introduction to Apache Airflow and how Airflow manages data pipelines.Topic 3 - What are the advantages of Apache Airflow vs. others in the space? What are the downsides? How does Airflow fit in with other Apache projects?Topic 4 - I would imagine this is where Astronomer potentially comes into play. What makes Astonomer different from Airflow? What problems are you trying to solve for both developers and operations folks?Topic 5 - What does a typical implementation look like? What growing pains do developers typically face when they need to introduce pipelining tools and begin standardization? Is it a scale issue? A complexity of tools issue? Integrations with infrastructure?Topic 6 - One aspect I typically see with automation is security, especially at scale. What recommendations do you have for developers regarding security, particularly in the context of multi-tenancy, for data pipelines?Topic 7 - If anyone is interested, what's the best way to get started?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
As we get to the mid-point of 2025, let's take a look at where the cloud is - what's doing well, what's going through some changes, and what might be in store for the rest of 2025. SHOW: 938SHOW TRANSCRIPT: The Cloudcast #938 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:Digital Sovereignty concerns, investments and new laws outside the US Growth of regional clouds? Uncertainty in Azure, AWS - employee layoffs, review cycles, focus on non-AI projects/featuresEast Meets West 2025 (keynote presentation) - See slide 27 (GPU share vs Cloud revenue share)Revenues: AWS ($116B run rate); Azure ($107.2B), GCP ($49B), Oracle Cloud ($12B IaaS, $16.8B SaaS), CoreWeave ($1B, since 2022) – OpenAI ($12-13B in 2025)NVIDIA ($130B)Massive Data Center build outs - Stargate ($500B), Meta ($60-65B), Grok/X ($10B)AWS ($100B), Azure ($80B), Saudi Arabia (up to $100B)FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from June 2025.SHOW: 937SHOW TRANSCRIPT: The Cloudcast #937 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their websiteSHOW NOTES:Link to June 2025 News and ArticlesFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
As AI evolves into the Enterprise, will we see greater uptake of AI-native applications or AI add-on applications? Briandon Whichard (@bwhichard) and Cote (@cote) from Software Defined Talk explore the pros and cons. SHOW: 936SHOW VIDEO: Watch the YouTube Live Recording of SDT Episode 525CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:This week, we try a shorter format inspired by the Dithering podcast. The conversation digs into the difference between apps built with AI from the ground up and those with AI bolted on after the fact.Watch the YouTube Live Recording of SDT Episode 525RUNDOWNFormat inspired by DitheringAn Interview with Cursor Co-Founder and CEO Michael TruellFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Tanmai Gopal, CEO and Co-Founder at Hasura, discusses the importance of reliability and trustworthiness for both generative and agentic AI. We discuss the pitfalls in existing data pipelines and how to enhance the results.SHOW: 931SHOW TRANSCRIPT: The Cloudcast #931 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Hasura websiteHasura GitHubTopic 1 - Welcome to the show, Tanmai. Give everyone a quick introduction.Topic 2 - Our topic today is Reliable and Trustworthy AI Agents. First off, what's the problem we're solving for here (define reliability and trustworthiness)? Are we solving for hallucinations? Reliability? Connecting private and Enterprise data to models with fine-tuning or RAG?Topic 3 - How is reliability or trustworthiness measured? I would imagine this isn't black and white, but maybe a bit more subjective?Topic 4 - How do Agentic and GenAI differ, if at all, with this model? I would think that since Gen AI lends itself more to the creative side and Agent AI is very deterministic, the approaches to solving the problem might be different. Thoughts?Topic 5 - Let's talk about data pipelines. Today, many organizations take an off-the-shelf frontier or foundational model and then apply a RAG pipeline to it for customization. Sometimes fine-tuning is involved, but in my experience, this is the exception rather than the rule. What is wrong with that architecture today? How is this less reliable?Topic 6 - Let's talk about Hasura and PromptQL. As I understand it, you are decoupling query planning from execution, thereby creating a more deterministic AI workflow. Now… that's a mouthful. Can you break down what this means and explain how the architecture differs?Topic 7 - If anyone is interested, what's the best way to get started?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Are the dynamics of the hyperscale cloud providers changing? Will the leaders of the last decade continue for the next 3-5 years, or the next decade? Let's explore how the market is now rapidly changing.SHOW: 934SHOW TRANSCRIPT: The Cloudcast #934 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:Andy Jassy (Amazon CEO) - Thoughts on Generative AI AWS quarterly revenue growth OpenAI struggling to meet deadline for $20B investment (including Microsoft)Inside Microsoft's complex relationship with OpenAIGoogle Cloud quarterly revenuesBG2 PodcastEast Meets West 2025 (keynote presentation)TECHNOLOGY WAVES CHANGE MARKET DYNAMICS; INCUMBENTS DON'T ALWAYS LEADRevenues: AWS ($62B, 2021), Azure ($60B, 2021), GCP ($19B, 2021) Revenues (run rate): AWS ($130B, 2025), Azure ($108B, 2025), GCP ($50B, 2025) AWS is on 3rd CEO since pandemic; market questioning their AI strategyAzure + OpenAI alignment strategy went from strategic to questionedGoogle start-stop AI strategy, but coming together; but company breakup loomingApple AI strategy seems completely unknown (Siri,Apple Intelligence, devices, models?)Oracle seems to be rebounding around Oracle Cloud InfrastructureNew hypercloud AI providers emerging? The Amazon/AWS 20%FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Co-Founder & COO at Speakeasy discusses the rise of MCP servers, API integration into AI systems, including SDK generation, and the emergence of the Agentic web.SHOW: 933SHOW TRANSCRIPT: The Cloudcast #933 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Speakeasy websiteSpeakeasy MCP HubThe NewStack article on MCP with SpeakeasyTopic 1 - Welcome to the show, Simon. Give everyone a quick introduction.Topic 2 - API tooling and platforms for AI has become the hot topic this year. Of course, Agentic AI has made significant contributions to this. What trends do you see that we need to pay attention to? What problems are organizations trying to solve?Topic 3 - Let's dig into MCP Servers. The interest in MCP has taken off. At the highest level, why do they exist?Topic 4 - MCP servers and all the recent announcements around an Agentic Web have me thinking… Do we need to prepare for an Internet where AI agents talk to each other? We had humans and GUIs (web frontends), then we saw the rise of APIs. Is this a third wave or an evolution of the API wave?Topic 5 - How do SDKs and things like AI API tooling play into all of this? API tools to generate SDKs or AI documentation aren't new. How does the abstraction of AI change this process?Topic 6 - In our experience, API-level integrations are challenging to productize. Sometimes it comes down to something as simple as who is going to pay for it, and developers often have a voice and a seat at the table, but don't have the budget. What has been your experience? Topic 7 - How does the business side of the house see an advantage to this? What metrics tend to matter and are measurable?Topic 8 - If anyone is interested, what's the best way to get started?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
As Father's Day rolls around, we explore some tales from people taking on their first professional jobs, and how those lessons can relate to managers of newer hires.SHOW: 932SHOW TRANSCRIPT: The Cloudcast #932 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:SOMETIMES WE FORGET HOW CHALLENGING THAT FIRST JOB WASSometimes your first job(s) are just cogs in a machine - you work, but you don't really careA tale of two first job searches and surrounding activities[Tale 1] Are you qualified for a job? Do you know how to do all the required things?“I'm about to do this first task, and I'm very nervous”“They keep giving me more things to do, and asking if I want more things to do”“Just run with it, own it”We meet 1:1 every week. Sometimes they miss/cancel the meeting. Understanding the entrepreneur's mindset and challenges[Tale 2] The fork in the road, and the road less travelled. The job that doesn't pay as well, but provides the necessary experience. FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Tobi Knaup (@superguenter, VP/GM of Cloud Native @Nutanix) talks about the evolution of the cloud-native ecosystem, the intersection of AI and Kubernetes, and expectations of the next few years. SHOW: 931SHOW TRANSCRIPT: The Cloudcast #931 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Nutanix Cloud NativeThe Cloudcast #211 - Mesosphere DCOSTopic 1 - Welcome to the show! Full disclosure for everyone out there, I worked for Tobi at Nutanix. Give everyone a brief introduction and a little about your background.Topic 2 - This is a throwback for our long-time listeners. We had Ben Hindman on episode #211 almost 10 years ago, when D2IQ was Mesosphere, and we also spoke to Dave Lester, who was at Twitter back in 2014. I'm not going to ask you to catch everyone up on 10 years of your company and the history… but I will encourage everyone to go back and listen to that podcast. It is an excellent snapshot of the early days of cloud native and containers. Today, we will talk a bit about the state of cloud native. The most recent KubeCon EU was a few months ago. What were your thoughts around the event and the current state of the industry? Topic 3 - What are the most prominent challenges organizations face today with Cloud Native adoption? You hear about the complexity, you hear about Kubernetes is a platform to build platforms… still true?Topic 4 - Where do you think Cloud Native goes in the next 2-3 years? What technologies or design patterns (besides AI, we'll talk about that later) evolve, and where does the next round of adoption come from?Topic 5 - Let's talk about storage and data services quickly. Data services for K8s is messy, really messy at times. Give everyone an overview of the problem at scale and the challenges, especially in multi-cloud environments, which I'm finding more and more.Topic 6 - I'd be remiss if I didn't mention AI and its impact in the space. AI came along and sucked all the air out of the room for a time. How do you think about AI today, now that the dust has settled a bit? Is it just an “app” to run on top? How will AI impact cloud native longer term?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
As we try and predict the future, we explore the possibilities of technology augmenting or replacing the middle of the bell curve. What has history taught us, and where do we expect it to repeat itself or at least rhyme?SHOW: 930SHOW TRANSCRIPT: The Cloudcast #930 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:I Am Disappointed in the AI Discourse (Steve Klabnik)All My AI Skeptical Friends are Nuts (Thomas Ptacek)Pearl Jam - Porch (1991)MOST OF US ARE THE MIDDLE TODAY….BUT WHAT ABOUT TOMORROW?I'd like to give you free intelligence. Later it might cost something, but it'll be availableIf you choose not to engage with it, your job prospects might be limited in the futureThere ain't gonna be any middle anymore - how does that relate to AI?“Hollowing out the middle”We can't force people to use AI, but it's going to be in the tools you use dailyYou probably have a choice nowAI won't have binary impacts on everyone (good/bad), but it'll have impactsI understand that we don't understand everyone else's context, but we do have historical contextFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Brian Gracely and Brandon Whichard discuss the top stories in Cloud and AI from May 2025, including Google I/O, Microsoft Build, OpenAI, and Jony Ive. SHOW: 929SHOW TRANSCRIPT: The Cloudcast #929 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Link to May 2025 News and ArticlesFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Is it ever a good time for a company to announce vaporware? Let's discuss the pros and cons of pre-announcements, vaporware, and the strategy of products that may or may not ever exist. SHOW: 928SHOW TRANSCRIPT: The Cloudcast #928 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:The McGuffin “Challenge” - Software Defined Talk (May 30, 2025)McGuffin (Wikipedia)IS IT EVER A GOOD TIME TO PRE-ANNOUNCE SOMETHING? OR VAPORWARE ON PURPOSE?Russ Hanneman (Silicon Valley) - “No Revenue”Set a big ambition for the companyDistract the market from current company challengesDistract your competitors to chase something where they don't have strengthsProbe the market for ideas - sort of like a “leak”Get the market to pump your valuation, so you can take other actionsStall your customers from potentially buying a competitive offerFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
SHOW: 927SHOW TRANSCRIPT: The Cloudcast #927 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Patronus AI websiteTopic 1 - Welcome to the show, Anand. Give everyone a quick introduction.Topic 2 - Our topic today is Preventing AI Model Hallucinations. Before we dig into that, I wanted to ask about your time as Lead Data Scientist at Meta. What was it like to be early into that organization, and what did you take away from your time there? Topic 3 - Ok, let's dig into model evaluations and hallucinations. Let's start at the beginning. How do model hallucinations come about?Topic 4 - When evaluating models for hallucinations, how does a developer or a data scientist know fact from fiction? Due to its size, complexity, and number of parameters, it's not feasible to simply fact-check and manually verify inputs to outputs. How is this process evaluated and automated with some level of confidence? Additionally, numerous benchmarks are available. What are your thoughts on the usefulness of the benchmarks?Topic 5 - How does the concept of data quality play into this? How would we know when a model was given insufficient or improper data vs. a hallucinationTopic 6 - We often hear about how frontier models are running out of training data, and increasingly, synthetic data is being used. Does this impact hallucinations in any way?Topic 7 - The last item I wanted to ask you about, Partonus AI, also pertains to model optimization. Can you explain that process?Topic 8 - If anyone is interested, what's the best way to get started?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
The industry is debating whether AI should be viewed as augmenting or replacing human-centric tasks. But we don't yet have a framework to discuss the technical and business impacts of that spectrum of decisions. SHOW: 926SHOW TRANSCRIPT: The Cloudcast #926 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:The final 5% of AI successHOW DO WE THINK ABOUT THE INVOLVEMENT OF HUMANS WITH AI SYSTEMS?What do we think AI systems should be capable of?What do we think human systems should be capable of?We know how to quantify error, but do we really know how to quantify error?Almost every question about AI comes down to augment vs. replace, and yet humans tend to skew towards the replace angle. We like the thought of humans in the loop, but often don't want to be bothered to interact with humansWe haven't yet created a framework to think about the human +/- AI involvement, because we haven't really created it for general-purpose automation yet either. FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Joel Christner, (@joelchristner, Founder/CEO at @viewyourdata) discusses the complexities of data management in AI, structured and unstructured data, the importance of RAG pipelines and vector databases. SHOW SUMMARY: Aaron and Joel discusses the complexities of data management in AI, focusing on the concept of universal data representation. They explore the challenges organizations face with structured and unstructured data, the importance of RAG pipelines and vector databases, and the implications of data privacy in regulated industries. The conversation also touches on managing model versions and the emerging patterns in AI tooling that can help enterprises effectively utilize AI technologies.SHOW: 925SHOW TRANSCRIPT: The Cloudcast #925 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:View.io websiteTopic 1 - Welcome to the show, Joel. Give everyone a quick introduction.Topic 2 - Our topic today is everything data and how to represent it and embed it into AI systems. First, what is the challenge with data, structured or unstructured, in organizations today and what is behind the concept of Universal Data RepresentationTopic 3 - Industry or customer specific data today is big challenge for organziations, especially in highly regulated industries such as healthcare, financial services, etc. The most prevalent solution I am seeing is taking an existing foundational model and then adding a RAG pipeline vs. the cost and time to fine tuning. What are you seeing?Topic 4 - Even when companies have good data, that doesn't mean that data makes it into the AI pipeline correctly, this is where the embedding problem and your concept of Universal Data Representation comes into play, correct?Topic 5 - But, once you get the first model out, then what? How should the data and models be handled over time? How do you create a platform and a continuous feedback loop to improve the results over time?Topic 6 - What are the most successful use cases you are seeing today with your customers?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Where does the next phase of AI-assistants for software development go next? Is it an evolution of developer productivity, or a complete rethinking of the barriers and limitations for broader software development? SHOW: 924SHOW TRANSCRIPT: The Cloudcast #924 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:WHERE DO AI DEVELOPER-ASSISTANTS GO NEXT?A year ago it felt like co-pilots were one of the entry point use-cases for AI.Since then we've seen numbers say the uplift is 10-20% productivity.Microsoft claims that 20-30% of their code is now written by AIs.We've seen many senior developers speakout that it's not replacement level technology and they don't trust it.Companies like Cursor have a $9-10B valuation. Windsurf just got purchased for $3B by OpenAI.Microsoft has Co-Pilot (based on OpenAI models). Google and Amazon are rumored to be launching their own.Lots of companies are launching agents (IBM, Salesforce, Oracle, etc.), and lots of agent frameworks now exist. So where does it go next? Is it just wide-spead adoption of developer productivity? Is it specialized functions within developer workflows? (e.g. CI/CD, documentation, security evaluations, bug fixes, long-term maintenance, etc.)How far are we from teams being just a few architects, leads, Sr. Devs, and then teams of AI's (agents, etc.)?Is that a good thing for Sr. Dev personalities that didn't want to focus on soft-skills?Does that allow for greater experimentation against feature-requests or stories, since they can create more, test more, etc.?Do we start to see companies create skunkworks teams/groups that try to adopt this approach? Are product managers ready to have zero-backlogs and the demand for new ideas to increase?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Siqi Chen (@blader, CEO/CFO @Runwayco), talks about his journey from JPL developer to Founder of a financial planning and analysis (FP&A) startup. We focus on how to build products that customers crave and how a customer-centric view differs from traditional product management.SHOW: 923SHOW TRANSCRIPT: The Cloudcast #923 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SPONSORS:Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Runway websiteBehind What Seems Like an Overnight Success (video)Topic 1 - Welcome to the show, Siqi. First, your combination of technical and business/financial background is fascinating. How did you go from coding at NASA to Head of Product at Zynga to CEO/CFO for a finance platform startup? Give everyone a quick introduction.Topic 2 - One thing I've noticed as a trend in your background is the core concept of building. What has been your philosophy in building products? How do you build products that customers demand?Topic 3 - Let's talk about AI and AGI for a moment. We hear all the time how disruptive this will be. What are your thoughts here, and how do we develop both adaptability and resiliency to new technologies?Topic 4 - Let's talk FP&A (financial planning & analysis). Our core listeners out there tend to skew more towards the tech and infrastructure side, but a core theme of this show is always to be learning as much of the business as possible to apply those concepts. As someone with a background in both worlds, plus now running an FP&A startup, what do you wish folks on the technical side of the house knew more about to make their jobs easier?Topic 5 - We posted a link in the show notes for a video you did on the “overnight success” of Runway. It was a good representation and origin story of how something can go viral with the right mindset and product-market fit. Tell everyone about that as Runway approaches 5 years now. Topic 6 - What is your biggest challenge in the FP&A space today? Is it AI? We've seen a lot of AI disruption in coding, legal, and other areas requiring deep data pool insights. Is this any different?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Tech CEOs are making bold proclamations, from WhyQ to It is what it is. How will companies navigate this spectrum as they seek innovation, accountability and profitability throughout 2025? SHOW: 922SHOW TRANSCRIPT: The Cloudcast #922 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Amazon 2024 CEO Letter to Shareholders - A Why CultureUber CEO says “it is what it is” about changing benefitsWHEN DOES WHY BECOME IT IS WHAT IT IS? Communicating is difficult, especially as the company grows in size (or is remote)Communicating change is difficult, even when communication channels are strongOutside of finance, tech tends to pay at the high end of salaries and perksWe're in an interesting time of challenging economics and pressure from AI Perks are difficult to pull back, because business success isn't evenly rewardedWhy is positioned as open culture, or strategy, but it's also about day-to-day behaviorIt is what it is a decision, but it's also accountability and continued viabilityMost leaders are going to have to manage between Why and It is what it is in 2025Most workers are going to have to work between Why and It is what it is in 2025FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Aaron Delp, Brian Gracely, and Brandon Whichard discuss the top stories in Cloud and AI from April 2025, including OpenAI, MCP, VibeCoding and Hyperscaler earnings. SHOW: 921SHOW TRANSCRIPT: The Cloudcast #921 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SPONSORS:Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Link to April 2025 News and ArticlesFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
As more companies begin to adopt AI into their workforce and day-to-day processes, it will be interesting to watch how their learning curve is spread across knowledge workers. SHOW: 920SHOW TRANSCRIPT: The Cloudcast #920 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:AI Horseless Carriages (AI user-experiences)HOW WILL WE VIEW AN AI AGENT IN THE CONTEXT OF HUMANS OR “USERS”The low-hanging fruit, simple on-ramp is the key to early AI adoption Google and Microsoft are already showing revenue increases, likely through the productivity apps bundlingExpect prices to increase slowly, but frequently as adoption happens and companies get used to the knowledge worker productivity increases (or expectations)Curious how knowledge workers are adopting, sharing, increasing their learning curveSharing still seems to be lacking within the AI tools. Not just sharing of an individual task, but sharing of learning curves, best practices, datasetsIs there a dataset collection opportunity? This feels like Big Data or Data Lake 5.0. FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Mark Freydl (CEO/Founder @codiacio) talks about the challenges of blending IaaC, DevOps and Platform Engineering to drive efficient software development lifecycles.SHOW: 919SHOW TRANSCRIPT: The Cloudcast #919 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SHOW NOTES:Codiac websiteCodiac at Tech Field DayTopic 1 - Welcome to the show, Mark. Give everyone a quick introduction.Topic 2 - Before we dig into the tech, let's start with the problem. What problem were you seeing in software development that wasn't being solved with IaaC, Platform Engineering, DevOps, etc.? Where does SDLC fit into this? Topic 3 - Have microservices helped or hurt? We hear all the time about the loose coupling of microservices and benefits towards production, but doesn't that also make it harder to develop? How do you recreate an environment where you are dependent on a bunch of microservices in a development pipeline?Topic 4 - I get the feeling this is all about removing friction. But where and how? I see Kubernetes as a blessing and curse many times. It's an awesome application platform, as long as you aren't the one that has to do the care and feeding on it. Thoughts?Topic 5 - The goal here I believe is a closed loop system that is beneficial for developers and SRE's, but how do you balance closed loops vs. extensibility and abstraction of different platforms to the systems that are truly write once.Topic 6 - How does the culture and relationships in the org have to change to meet the changes in the tech?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
There is a lot of excitement around AI Agents. Here are five questions we're asking ourselves about how AI Agents will be used and managed. SHOW: 918SHOW TRANSCRIPT: The Cloudcast #918 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Anthropic warns that fully AI employees are a year awayAuthZ Agents ChaosWhy we need to get AuthZ rightAI Agent Gateway and AI Agent MeshAuth in the age of AI Agent (Cloudcast Eps. 885)Trust will make or break AI Agents Introducing the Agent2Agent Protocol (A2A - Google)Introducing the Model Context Protocol (MCP - Anthroopic)Top 9 AI Agent FrameworksHOW WILL WE VIEW AN AI AGENT IN THE CONTEXT OF HUMANS OR “USERS”[Who] How is an AI agent represented in the context of a person, a group, an organization? [What] How will we audit Agent created data or content? Will we need a way to label Agent-created information?[Where] Will we have agents that are focused on non-human-interactions (e.g. optimizations) vs. human-interactions (e.g. empathy)?[When] Are today's auth systems able to manage AI agents, or will they need to be re-engineered to deal with different scale, granularity of actions?[Why] Why will we choose an Agent (as the implementation) over another form or working on a problem?[How] Are today's auth systems able to manage AI agents, or will they need to be re-engineered to deal with different scale, granularity of actions?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Taylor Pecachek (Head of Product, API Collaboration Core @getpostman) talks about APIs, AI, and MCP (Model Context Protocol). We cover what is top of mind for developers and what has shifted in the industry recently.SHOW: 917SHOW TRANSCRIPT: The Cloudcast #917 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS:Try Postman AI Agent Builder TodayCut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Postman - The World's Leading API PlatformOpenAPI SpecificationMCP - Model Context Protocol (Anthropic)Topic 1 - Welcome to the show. Tell us a bit about your background, and what you focus on these days at Postman? Tell us a little bit about Postman, for our audience that might not be familiar. Topic 2 - Let's begin with some broader concepts - in today's world, where does a developer interact with software vs. an API - what are the most important things they have to think about?Topic 3 - What are the standards that are most important for developers these days? Where does OpenAPI Spec fit into that space?Topic 4 - APIs are now so pervasive. What are the best practices for API usage patterns and governance? What are some of the things that Postman is doing to improve this for developers and companies?Topic 5 - Let's talk a little bit about how you're seeing AI change how developers work, and if/how AI is impacting APIs.Topic 6 - Help us understand how you expect to see APIs interacting with AI Agents. What will the bigger picture look like for these interactions, and how will they be different than current API interactions?Topic 7 - Can we finish by talking about MCP (Model Context Protocol) a little bit? This is a new standard that is being adopted by many companies. FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
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