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.
SUMMARY: After the first successful AI IPO of 2026, we dig into what makes the Cerebras WSE architecture unique in the market for fast inference. GUEST: Andy Hock, at Chief Strategy Officer at Cerebras AISHOW: 1033SHOW TRANSCRIPT: The Enterprise AI Show #1033 TranscriptSHOW VIDEO: https://youtu.be/ed2nVbOtZiASHOW SPONSORS:OutShift - “Scaling Out Superintelligence” The Internet of Cognition architectureShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Activate your data for AI and request a demoSHOW NOTES:OpenAI announces 750MW partnership with CerebrasCerebras and AWS partnershipCerebras announces IPOTopic 1 - Welcome to the show. Tell us about your background, and what you focus on today. Topic 2 - For anyone that's not familiar with Cerebras, give us an overview of the company, and especially an overview on the Cerebras technologies (e.g. Wafer-Scale Engine).Topic 3 - Cerebras' WSE architecture is different from many of the GPU or GPU-like architectures in the market today. Centralized vs. distributed architectures always have their tradeoffs. Walk us through the technical and economic value of the Cerebras architecture.Topic 4 - Congratulations on the recent IPO (raised $5.55B). Let's use that as a point in time vs the previous planned IPO. How has the market changed in that timeframe, and how has the Cerebras position changed? Topic 5 - Cerebras (today) offer both WSE hardware, and Cerebras Cloud (API) - very different GTM paths. Can we expect both of those to stay top priorities, or have the market dynamics shifted such that the priorities shift more towards the WSE business - as we're seeing OpenAI, AWS and other engagements announced?Topic 6 - Is Cerebras a training and inference company, or are the economics of inference significantly different enough that it needs to be the sole focus of the company (for now)? Topic 7 - How much effort is it for any company to add support for the Cerebras chips if they have previously been using other architectures?Topic 8 - An IPO is a major milestone for any company, but the markets will now look for your future story. How do you see the AI market evolving over the next 2-5 years, and what are some things that people aren't understanding yet about how it will evolve?FEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow
SUMMARY: The biggest enterprise AI question may no longer be which model is smartest? Instead, which organization can most effectively operationalize, govern, and economically scale AI agents across the business?'SHOW: 1032SHOW TRANSCRIPT: The Enterprise AI Show #1032 TranscriptSHOW VIDEO: https://youtu.be/GsK_RUnYroISHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance. We got this.Nasuni - Activate your data for AI and request a demoSHOW NOTES:Opening Thesis - How will team collaboration evolve within Enterprise AI?Question: Any suggestions on how to introduce enterprise-level governance and standardisation for agentic coding? Like skills, rules, plugins, context etcKey Topics 1. This isn't a Coding-specific problem. Every team has this issue. If your processes weren't well defined and enforced before, they will be worse nowNot it's not just process standardization, but “buy-in” standardization2. Everything moves so fast, so managers don't have the answers (yet) AI value is being created bottom-up, but paid for (and mandated) top-downThe current measurements aren't useful (tokenmaxxing, all-or-nothing, etc.)3. The governance tools don't exist yet.And it's not clear that anyone wants them. They didn't want them before. How do you even define governance? What's the baby step before that, reuse and basic sharing? 4. Are we ready to invest in “Centers of Excellence” again? 5. We under-estimate the “creativity” element in human buy-in. Is success measured in improvement or replacement?How much of that did “you” do? We don't know how to measure that.We haven't lived through an AI-centric promotion cycle yet6. Bottom-up and Top-down need to find some common language and middle ground. Have they walked a mile in each other's shoes yet (or lately)?How to bring a reality to the hype vs. demands vs. learning curve?How long is an AI-centric cycle vs. a pre-AI-centric cycle? FEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow
SUMMARY: Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, Software Defined Talk and Failover Media) discuss the biggest AI news stories from the month of May, 2026. SHOW: 1031SHOW TRANSCRIPT: The Reasoning Show #1031 TranscriptSHOW VIDEO: https://youtu.be/MNihDdBSteISHOW SPONSORS:Nasuni - Activate your data for AI and request a demoShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!SHOW NOTES:Links to all the AI News covered in this month's showFEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow
SUMMARY: The biggest enterprise AI question may no longer beWhich model is smartest? Instead, which organization can most effectively operationalize, govern, and economically scale AI agents across the business?'SHOW: 1030SHOW TRANSCRIPT: The Enterprise AI Show #1030 TranscriptSHOW VIDEO: https://youtu.be/acOBfRI0P3USHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance. We got this.Nasuni - Activate your data for AI and request a demoSHOW NOTES:Opening Thesis - Was the first wave of AI adoption artificially cheap? - The industry may be transitioning from subsidized growth to usage-based economics. Key Topics 1. Evidence AI Was Subsidized Massive CAPEX vs low end-user pricing Generous enterprise bundles Frontier model access for $20/month 2. The Hidden Economics of AI Agents - Agents consume exponentially more inference Tool orchestration, retries, memory, verification 3. Why Frontier Labs Are Shifting Focus From benchmark supremacy to orchestration Governance, memory, connectors, MCP, workflows 4. Forecasting AI Pricing 12 Months: Commodity inference gets cheaper - Frontier reasoning remains premium 24 Months: AI billing resembles AWS-style infrastructure billing Runtime, memory, latency and orchestration become billable 36 Months: Outcome-based pricing emerges AI spending shifts from IT budgets to labor budgets Final Takeaways Commodity AI becomes utility-priced Frontier reasoning becomes premium Agents reshape enterprise economicsKey Conclusions1. AI probably was subsidizedThe economics strongly suggest adoption-first pricing.2. The subsidy era may be endingPremium tiers and metered pricing are emerging.3. AI agents fundamentally alter economicsUsage scales exponentially with autonomy.4. Commodity AI and frontier reasoning are separatingOne becomes cheap.One becomes premium.5. The real battle is moving upward in the stackThe future moat may be:orchestrationgovernanceworkflowsenterprise contextoperational toolingFinal Closing Thought“The biggest enterprise AI question may no longer be:‘Which model is smartest?'Instead:‘Which organization can most effectively operationalize, govern, and economically scale AI agents across the business?'”FEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow
SUMMARY: As AI Agents are being brought into complex, regulated workflows, we explore the importance of accountability and accuracy, and how platforms and harnesses accomplish that goal. Can the CFO really fall in love with AI? GUEST: Ram Venkatesh, Co-Founder/CTO of Sema4.aiSHOW: 1029SHOW TRANSCRIPT: The Enterprise AI Show #1029 TranscriptSHOW VIDEO: https://youtu.be/Lc3XS44Ixg4SHOW SPONSORS:Nasuni - Activate your data for AI and request a demoShareGate - ShareGate Protect. Microsoft 365 Governance. We got this.SHOW NOTES:Topic 1 - Welcome to the show. Tell us about your background, and what led you to create Sema4.ai?. Topic 2 - AI Agents vs. Automation 2.0. What Actually Changed. Tell us about the Sema4.ai platform and capabilities. What challenges does it solve today?Topic 3 - You're initially focused on solving challenges for the CFO, which means there is a ROI-focus all the time. Why did you target that segment of the business first?Topic 3a - What are the biggest hidden costs in enterprise AI deployments today?Topic 4 - Sema4.ai emphasizes “your LLM, your VPC, your data.” What are the biggest considerations for companies looking to create these private/sovereign AI solutions? What typically gets overlooked?Topic 5 - How do you tend to frame the conversation about AI trustworthiness, and the role of humans vs. agents for enterprise work? Topic 6 - It feels like so much has changed or evolved with AI in the last 2-3 years. How does an Enterprise think about this much change for something that will be core to many critical applications? What will the Enterprise Architecture look like in 2 years?Topic 7 - Sema4.ai emerged partly from the acquisition of Robocorp and has roots in open-source automation. Do you have a perspective on the role open-source will play in AI going forward? FEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow
SUMMARY: As AI agents become embedded in everyday work, Microsoft 365 governance is no longer a back-office compliance exercise. it's the “traction control” that lets enterprises innovate faster without losing control of their data, identities, and workflows.GUEST: Richard Harbridge, Principal Industry Advisor, Microsoft 365 at ShareGateSHOW: 1028SHOW TRANSCRIPT: The Enterprise AI Show #1028 TranscriptSHOW VIDEO: https://youtu.be/sgqg7uqErA0SHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance. We got this.Nasuni - Activate your data for AI and request a demoSHOW NOTES:Nearly 1 in 3 Organizations Report AI-Driven Data Exposure IncidentsOther Resources:A complete checklist for Microsoft 365 governance https://sharegate.com/guides/checklist-for-microsoft-365-governance Request a demo of ShareGate: Get a 1:1 ShareGate demo tailored to your Microsoft 365 use case Article around that divide of confidence vs reality of data exposure sharegate.com/blog/93-of-it-leaders-are-confident-in-their-ai-governance-but-nearly-1-in-3-report-data-exposure-incidents The State of Microsoft 365 industry report with more stats and insights - State of Microsoft 365 2025 | Free survey report – ShareGate | Sharegate (new one coming SOON)Topic 1 - Welcome to the show. Tell us about your background, and what you focus on today. Tell us about Sharegate. Topic 2 - How has generative AI changed the definition of “governance” inside Microsoft 365 environments?Topic 3 - What are organizations underestimating about AI readiness in M365?Topic 4 - What do you think about “oversharing risk” in the era of AI assistants?Topic 5 - What patterns are you seeing around shadow AI and unsanctioned SaaS usage?Topic 6 - How should organizations rethink identity and access management for AI-driven workflows?Topic 7 - What does good AI governance look like operationally—not just as a policy document?FEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @EntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow
SUMMARY: RIP Reasoning, hello The Enterprise AI Show. We do a point-in-time analysis of the AI market for May 2026, across 11 major categories. SHOW: 1026SHOW TRANSCRIPT: The Enterprise AI Show #1027 TranscriptSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!SHOW NOTES:Reviewing the Major AI Vendors FEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @EntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow
SUMMARY: We explore one of the most overlooked bottlenecks in the AI boom: energy and infrastructure and why power availability is becoming the limiting factor.GUEST: Wannie Park, Founder/CEO of PADO AISHOW: 1026SHOW TRANSCRIPT: The Reasoning Show #1026 TranscriptSHOW VIDEO: https://youtu.be/satMQRxKQC8SHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Activate your data for AI and request a demoSHOW NOTES:1. AI's Hidden Constraint: PowerAI growth is no longer limited only by GPUs and computePower generation, cooling, and grid interconnects are emerging as major bottlenecksData centers could account for 10–12% of North American power demand in coming years2. Why Data Centers Are Being ReimaginedTraditional data centers were built for enterprise IT, not AI-scale workloadsAI infrastructure introduces:Massive power density needsAdvanced cooling challenges3. The Grid Wasn't Built for AIUtilities are designed around peak demand scenariosMost grids run well below peak capacity most of the timeAI workloads create volatile and unpredictable consumption patternsLong interconnection timelines are pushing companies toward alternative infrastructure models4. GPU Utilization Is Surprisingly LowGPU clusters are often underutilized because of:Scheduling inefficiencies, Cooling limitations, SLA constraintsEffective GPU utilization may be as low as 12–13% in some environments5. Cooling as a Major Optimization LayerLegacy data centers often cool entire zones inefficientlyPado AI alignsAI workloads, Cooling systems, Power allocationWorkload-aware orchestration helps optimize cooling and compute efficiency6. The Rise of “Compute Forecasting”Pado forecasts compute demand instead of energy demandThe platform models:GPU workloads, Power consumption, Cooling requirements, SLA prioritiesGoal: maximize “compute per megawatt”7. AI Workloads Become Time-AwareAI providers may increasingly:Shift workloads to off-peak periodsIncentivize delayed non-urgent jobsDynamically balance compute demandUsers are already seeing variable inference latency in real-world AI systems8. Sustainability vs Reliability vs ProfitabilityOperators must balance:Uptime expectations, Infrastructure costs, Sustainability goalsRenewable adoption is growing, but reliability still drives investment in natural gas and battery-backed systems9. Brownfield vs Greenfield OpportunitiesPado AI is focused primarily on existing (“brownfield”) data centersExisting enterprise infrastructure can often be extended and optimized instead of rebuiltEnterprises may gain significant AI capability without hyperscale GPU deploymentsFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow
SUMMARY: Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, Software Defined Talk and Failover Media) discuss the biggest AI news stories from the month of April, 2026. SHOW: 1025SHOW TRANSCRIPT: The Reasoning Show #1025 TranscriptSHOW VIDEO: https://youtu.be/Gl-49dmAgBsSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!SHOW NOTES:Links to all the AI News covered in this months showFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow
SUMMARY: Draft guru Brandon Whichard (Software Defined Talk) joins us for the inaugural AI Draft, where we predict the next year of AI winners, losers, trends, and headlines. GUEST: Brandon Whichard, Software Defined TalkSHOW: 1024SHOW TRANSCRIPT: The Reasoning Show #1024 TranscriptSHOW VIDEO: https://youtu.be/BjT_HKhOcRESHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Activate your data for AI and request a demoSHOW NOTES:Brian's PicksGoogleMajor AI-centric IPO in 2026 ($1T valuation)Amazon (cloud)Company has more Agents that EmployeesTSMC (hardware)AMD (hardware)Family asks about AI at the holidaysData center issue causes a significant change to human existenceBrandon's PicksAnthropicNVIDIABroadcomOpenAI (frontier model)AI Consumption-based pricing (end of subsidies)AI Energy DemandThe end of “vibe-coding”Sam Altman out at CEO of OpenAIFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow
SUMMARY: Exploring how to fully embrace AI-driven, agent-based software development, resulting in dramatically increased productivity and faster feature delivery. It highlights a broader shift in engineering—from writing code to orchestrating AI agents.GUEST: Sam Ramji, CEO/Co-founder at SailplaneSHOW: 1023SHOW TRANSCRIPT: The Reasoning Show #1023 TranscriptSHOW VIDEO: https://youtu.be/q50s0oL37pQSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!SHOW NOTES:Halt and Retool (presentation) OpenAI Harness EngineeringAnthropic Harness Engineering1. The “Halt and Retool” MomentA single-day build and deployment of a production feature triggered a company-wide realizationPaused all development to reassess how AI fundamentally changes engineering workflowsCreating “shock moments” (like stopping work) is key to driving mindset shifts2. From Coding to Agent OrchestrationDevelopers are shifting from writing code → managing AI agentsWork resembles “multi-boxing” or conducting an orchestra of parallel agentsSuccess depends on coordinating tasks, not executing them directly3. The Rise of Harness EngineeringDefined as everything between raw AI prompts and production-ready outputFocus: eliminating friction across the software development lifecycle Key practices:Logging agent errors and friction pointsContinuously refining workflows and toolingLetting AI reflect on and improve its own mistakes4. Spec-Driven Development Becomes CriticalPoor specifications lead to exponential inefficienciesTeams now spend significantly more time on design and specs than coding5. Measuring the Impact~3x increase in code velocityNear-zero “bit rot” Faster feature delivery—sometimes within 24 hours6. Token Maxing & Developer FitnessHigher token usage often signals better workflows and deeper integration with AIPerformance becomes about system design, not efficiency constraints7. New Tools & InterfacesIncreased use of voice interfaces over typingTerminal-first workflows replacing traditional IDE-centric approachesAI-accessible knowledge bases becoming standard8. The Future of Software EngineeringWithin ~6 months: developers may stop writing codeWithin ~12 months: developers may stop reading codeFocus shifts to:Intent, design, and orchestration. Domain expertise and problem modelingFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow
SUMMARY: How software development is rapidly evolving in the age of AI and automation. Matt Moore shares how his team is rethinking secure software supply chains, scaling infrastructure, and safely integrating AI agents into development workflows.GUEST: Matt Moore, CTO at Chainguard SHOW: 1022SHOW TRANSCRIPT: The Reasoning Show #1022 TranscriptSHOW VIDEO: https://youtu.be/9Q0kWkTYRs8SHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Activate your data for AI and request a demoSHOW NOTES:Chainguard Factory 2.0DriftlessAFScaling Challenges & “Factory” EvolutionEarly automation relied on tools like GitHub ActionsAt scale, simple systems broke due to:Massive event volumesAPI rate limits (e.g., GitHub quotas)Exponential fan-out effectsKey innovation: custom work queue + reconciliation model~90% event deduplicationControlled throughput and backpressureImproved reliability and system stabilityIntroduced Driftless Built on reconciliation principles (inspired by Kubernetes):Compare desired vs. actual stateContinuously reconcile differencesBenefits:Resilience to missed eventsAutomatic retries and recoveryScales better than purely event-driven systemsAI Agents in Software DevelopmentAI is dramatically accelerating development workflowsChainguard uses agents to:Remediate vulnerabilities (CVEs)Update dependenciesFix failing tests and adapt to upstream changesKey Design PhilosophyLeast privilege → “least tool call”Avoid giving agents full system accessProvide narrowly scoped tools for specific tasksDelegate execution to sandboxed systems (e.g., CI pipelines)Focus on safe, controlled automationIndustry Shift: Velocity vs. SecurityExplosion of AI-driven tools (e.g., autonomous PR generation)Massive increase in development velocityNew risks:Poorly secured agent frameworksMalicious or unsafe automation patternsKey TakeawaysScale changes everythingSimple systems break under massive workloadsPurpose-built infrastructure becomes necessaryReconciliation > pure event-driven systems at scaleMore resilient, predictable, and controllableAI is a force multiplier—but requires guardrailsUnrestricted agents introduce serious riskConstrained, purpose-built agents are safer and more effectiveContinuous learning is mandatoryAI tooling is evolving too fast for static skillsetsTeams must actively experiment and adaptFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow
SUMMARY: How real-time power flow optimization at the edge is helping data centers and the electrical grid handle surging AI energy demands more efficiently. By unlocking hidden capacity and dynamically managing power systems, we explain how existing infrastructure can support significantly more compute without massive new buildouts.GUEST: Marissa Hummon, CTO UtilidataSHOW: 1021SHOW TRANSCRIPT: The Reasoning Show #1021 TranscriptSHOW VIDEO: https://youtu.be/ItcpU8UjOFESHOW SPONSORS:Nasuni - Activate your data for AI and request a demoShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!SHOW NOTES:Utilidata (homepage)AI Data Center to Receive 50% Capacity Boost with AI Power OrchestrationKEY TOPICS:Differences between grid power dynamics vs. AI workloadsEdge AI for real-time power flow optimizationUnlocking stranded capacity in existing infrastructure“4-to-make-3” vs. “4-to-make-4” data center designAI training vs. inference power consumption patternsRole of NVIDIA-powered edge compute modulesGrid modernization and coordination with utilitiesSecurity and resilience in critical infrastructureKEY MOMENTS:From centralized AI models to edge-based decision-makingDefining efficiency: utilization vs. thermal performanceWhy AI workloads aren't as constant as they seemNVIDIA partnership and edge compute in power systemsUsing redundancy to increase usable capacityIncreasing density of AI compute and hidden capacityData center vs. utility responsibilitiesAddressing data center bottlenecks and scaling challengesCustomer landscape: hyperscalers to enterpriseSecurity, resilience, and critical infrastructureKEY INSIGHTS:AI workloads are dynamic, not constant: Training and inference create fluctuating power demands that can be optimized.Edge intelligence is critical: Real-time sensing and decision-making at the edge unlock efficiency gains not possible with centralized models.Hidden capacity exists: Many data centers have up to 2x unused power capacity due to lack of visibility and control.Software-defined power is the future: Faster control loops allow systems to safely exceed traditional design limits.Efficiency = utilization: The biggest gains come from better use of existing infrastructure, not just improving hardware efficiency.TAKEAWAYS:AI infrastructure growth is as much an energy challenge as a compute challengeReal-time, edge-based control systems are key to scaling sustainablyExisting grid and data center investments can go further with smarter orchestrationThe future of AI scaling depends on aligning compute innovation with energy intelligenceFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow
SUMMARY: Shadow AI is growing much faster than known AI adoption across businesses. How can IT teams get Shadow AI under control?GUEST: Uri Haramati, CEO at ToriiSHOW: 1020SHOW TRANSCRIPT: The Reasoning Show #1020 TranscriptSHOW VIDEO: https://youtu.be/AUrh_xICPzMSHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Activate your data for AI and request a demoSHOW NOTES:Torii (homepage)Topic 1 - Welcome to the show. Tell us about your background and your focus at Torii. Topic 2 - Is Shadow AI really a security problem—or is it a product-market fit problem inside the enterprise?Topic 3 - Why does Shadow AI spread faster—and become more dangerous—than traditional Shadow IT?Topic 4 - What's the first signal a company should look for to know Shadow AI is already happening?Topic 5 - How do you balance visibility vs. control without killing the productivity gains that drove Shadow AI in the first place?Topic 6 - How should organizations rethink ‘data loss prevention' in a world where the leak is a prompt, not a file?Topic 7 - What does a ‘well-governed' AI environment actually look like in practice—day-to-day for an employee?Topic 8 - “Do you think Shadow AI ever fully goes away—or does it become a permanent operating model that companies need to design around?”FEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow
SUMMARY: Have we reached a point where coding is a solved problem? And if so, what are the downstream effects on companies that need software to differentiate their business?GUEST: Brandon Whichard, Co-Host of Software Defined TalkSHOW: 1019SHOW TRANSCRIPT: The Reasoning Show #1019 TranscriptSHOW VIDEO: https://youtu.be/q0mksIKcBzkSHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Activate your data for AI and request a demoSHOW NOTES:The New Kingmakers (Stephen O'Grady - 2014)Developer Growth Rates[Via ChatGPT] A useful way to think about it:Typing code → mostly commoditizedDesigning systems → partially assistedOwning outcomes → still very humanTopic 1 - How many years into Public Cloud did we assume that Cloud had solved the IT problem? Topic 2 - Developers - what are we solving for?10% of time coding, mostly on the last 10-15% Lots of time in planning meetings (decoding requirements, resource planning, updates, etc.)Decent amount of time fixing, troubleshooting, technical debt reductionTopic 2a - Business people have unlimited ideas, and most ideas are money + techWhat would be their interface to problem solving without developers? (is this just a shift to consultants)Is this a massive opportunity for a great PaaS 3.0 company (e.g. is Vercel an example?)Topic 3 - [Hypothetical] Let's assume a fairly normal company fired all their software developers tomorrow. How long before they could get a moderately complex new application of integration into production? Topic 4 - Nobody likes to work on legacy code - missing source, missing engineers, etc. What do we call any code written by AI that was abandoned within the last 6-12 months? FEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow
SUMMARY: The RAG (Retrieval Augmented Generation) pattern is one of the most frequently used to augment LLMs with context-specific information. Let's explore RAG. GUEST: Roie Schwaber-Cohen, Head of Developer Relations at PineconeSHOW: 1018SHOW TRANSCRIPT: The Reasoning Show #1018 TranscriptSHOW VIDEO: https://youtu.be/-kZZEMR341QSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!SHOW NOTES:Topic 1 - Welcome to the show. Tell us a little bit about your background, and what you focus on these days at Pinecone Topic 2 - Let's begin by talking about RAG systems. What are they? Why do companies choose to use them? What benefits do they provide in AI systems?Topic 3 - At a high level, RAG sounds straightforward—retrieve relevant context, generate an answer. But in practice, where does it break first as systems scale?Topic 4 - I've heard that RAG systems can return answers that are technically correct but fundamentally wrong. What's a concrete example of that happening in production—and why does it slip past most teams?Topic 5 - In traditional systems, we assume there's a single source of truth. But in enterprise environments, ‘truth' is often versioned, contextual, and conflicting. How should teams rethink ‘truth' when building AI systems?Topic 6 - A lot of teams assume their knowledge base is ‘good enough' for RAG. What do they usually underestimate about the messiness of real enterprise data?Topic 7 - There's a growing narrative that better reasoning models can compensate for weaker retrieval. From what you've seen, where does that idea fall apart?Topic 8 - If correctness depends on things like timing, policy scope, or configuration, how should teams design systems that understand context—not just content?Topic 9 - Looking ahead, what replaces today's RAG architectures? What patterns are emerging among teams that are actually getting this right?”FEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow
SUMMARY: Discover how AI is transforming software development and what it means for engineering leaders. GUEST: Jeff Keyes, Field CTO at AllStacks SHOW: 1017SHOW TRANSCRIPT: The Reasoning Show #1017 TranscriptSHOW VIDEO: https://youtu.be/cXPu8iWeB0kSHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Activate your data for AI and request a demoSHOW NOTES:Topic 1 - Welcome to the show. Tell us a little bit about your background, and what you focus on these days at AllStacks. Topic 2 - You've been talking to a lot of engineering leaders using AI coding tools—what's the most surprising gap you're seeing between increased code generation and actual delivery outcomes?Topic 3 - Why does increasing developer output with AI often lead to more debugging, duplication, or cleanup instead of faster delivery?Topic 4 - You've described an ‘invisible rework loop'—can you walk us through what that looks like inside a modern engineering team?Topic 5 - As code generation gets easier, where does the real bottleneck shift in the software delivery lifecycle?Topic 6 - How do unclear product or engineering specifications get amplified in an AI-assisted development environment?Topic 7 - If traditional metrics like lines of code or velocity are becoming misleading, what should engineering leaders actually measure to know if AI is improving delivery?Topic 8 - What does a ‘healthy' AI-assisted development workflow look like 12–18 months from now?FEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow
SUMMARY: With the explosion of AI-generated code and applications, the modern SRE requires an AI-native approach to managing complex systems. GUEST: Anish Agarwal - CEO/Cofounder of TraversalSHOW: 1016SHOW TRANSCRIPT: The Reasoning Show #1016 TranscriptSHOW VIDEO: https://youtu.be/hF3MCRDhMnoSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!SHOW NOTES:Traversal (homepage)Topic 1 - Welcome to the show. Tell us a little bit about your background, and what you focus on these days at Traversal. Topic 2 - AI is dramatically accelerating code generation, but not improving production outcomes. What's fundamentally breaking in the traditional SRE model—and where do you see the biggest friction between speed and reliability?Topic 3 - What are the most common failure patterns or mistakes you're seeing in production from AI-generated code—and what's driving them?Topic 4 - AI can generate functional code, but it often lacks context about how systems behave in production. How is this changing what ‘good observability' needs to look like?Topic 5 - How do you see SRE evolving in an AI-first world? Does it become more automated, more policy-driven, or even partially autonomous?Topic 6 - For organizations that want to embrace AI-assisted development but avoid production chaos, what are the most important guardrails they should put in place?Topic 7 - If we fast-forward 2–3 years, what does a ‘modern' production stack look like in a world where most code is AI-generated? What capabilities become absolutely essential? In one sentence—what's the #1 thing a CTO should do right now?FEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow
SUMMARY: Today's episode is all about a transformation happening in customer service—one that's moving us from static systems and scripted workflows into something far more dynamic: AI systems that can actually learn and improve over time.GUEST: Shashi Upadhyay (President of Product, Engineering, and AI at Zendesk)SHOW: 1015SHOW TRANSCRIPT: The Reasoning Show #1015 TranscriptSHOW VIDEO: https://youtu.be/IQaxE-DjIpoSHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Activate your data for AI and request a demoSHOW NOTES:The future of service belongs to self-improving AITopic 1 - Welcome to the show. Tell us a bit about your background and your focus today. Topic 2 - You describe this moment as a shift from systems of record to intelligent systems of action. What's fundamentally broken in today's customer service model that's forcing this transition now? What changed in the last 2–3 years to make this possible?Topic 3 - There's been a lot of AI in customer service that overpromised and underdelivered. What are the biggest gaps between what customers actually need—like resolution—and what legacy automation has been delivering?Topic 4 - The concept of a “self-improving” system is really powerful. What's actually new here—what enables AI to improve with every interaction without constant human tuning?Topic 5 - You've moved from assistive copilots to what you call “agentic AI” that can resolve issues end-to-end. Where are we today on that journey—and what still requires human involvement?Topic 6 - Voice has historically been one of the hardest channels to automate. What changes with this new generation of AI that makes even complex, multi-step voice interactions solvable?Topic 7 - If we fast-forward 2–3 years, what does a “best-in-class” customer service experience look like in an AI-first world?FEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow
SUMMARY: Brian (@bgracely) and Brandon Whichard (@bwhichard, Software Defined Talk and Failover Media) discuss the biggest AI news stories from the month of March, 2026. SHOW: 1014SHOW TRANSCRIPT: The Reasoning Show #1014 TranscriptSHOW VIDEO: https://youtu.be/XwyAC-hxOQYSHOW SPONSORS:VENTION - Ready for expert developers who actually deliver?Visit ventionteams.comSHOW NOTES:Links to all the AI News covered in this months showFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow
SUMMARY: With @bwhichard, we dig into how daily work-life changes when you make @AnthropicAI @claudeai the center of all workflow activities. SHOW: 1013SHOW TRANSCRIPT: The Reasoning Show #1013 TranscriptSHOW VIDEO: https://youtu.be/zEmEH0t67jsSHOW SPONSORS:VENTION - Ready for expert developers who actually deliver?Visit ventionteams.comSHOW NOTES:Topic 1 - How long have you been living the Claude-life, and when did it dawn on you to make this central to your day-to-day activities? Topic 2 - What were the biggest hurdles you had to overcome before you trusted the system and started letting it have ownership over tasks and workflows?Topic 3 - What are some of your best practices in terms of machine setup, how or where you store data, how you decide what to give it access to? Walk me through your thoughts around things like keeping things simple, where to be complex, how you think about security, etc.Topic 4 - How are you learning to give it more responsibilities, or just figure out new ways to be productive with it? Good resources you're pulling from? Any tips to make it use less tokens?Skills marketplaces?Topic 5 - What have been some of the biggest barriers to successful adoption, or just areas where you're still struggling to get it to do the things you want? Or are you still in the learning curve stage and things just keep growing on one another?Topic 6 - If you took the knowledge and skills you have now in Claude-life into your day-job, how do you see yourself working, as well as working with the rest of your team/teams? Would it bother you if you didn't think they were using AI tools as much? FEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow
SUMMARY: We dig into the NVIDIA GTC keynote and highlight three things - accelerated computing for everything, the complexity of the new inference stack, and NVIDIA's “open” software stack including NemoClaw.SHOW: 1012SHOW TRANSCRIPT: The Reasoning Show #1012 TranscriptSHOW VIDEO: https://youtu.be/aXOr91q76yMSHOW SPONSORS:VENTION - Ready for expert developers who actually deliver?Visit ventionteams.comSHOW NOTES:NVIDIA GTC 2026 (Keynote)NVIDIA NemoClaw - OpenClaw + OpenShell + NVIDIA Agent ToolkitNVIDIA adds Groq LPU to their rack systemsNVIDIA to invest $26B in Open Weight ModelsInterview with Jensen about Accelerated Computing (Stratechery)Topic 1 - Jensen's trying to paint the bigger picture of accelerated computing everywhere (robotics, autonomous driving, gen-ai, physical ai - but also just everyday enterprise apps). Everything is about keeping the stock price up, and margins high. The stock price provides the warchest to fight off all foes. Topic 2 - The inference architecture is a complex mix of GPUs, CPUs, ASICs/LPUs, high-speed networking and seems very different from the training architecture. How big is the burden on data center providers? What are the inference alternatives emerging? Topic 3 - Jensen talked a lot about OpenClaw and eventually about NVIDIA's NemoClaw. How does his interest in Agentic AI tie into his interest in building NVIDIA's own frontier modelFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow
SUMMARY: Morgan Foster talks about the Kagenti project, which enables an AI Agent agnostic framework for security, authentication, identity and zero-trust.SHOW: 1011SHOW TRANSCRIPT: The Reasoning Show #1011 TranscriptSHOW VIDEO: https://youtu.be/djFZruLEDiwSHOW NOTES:Kagenti (homepage)Kagenti (use-cases)“Old Things that look like Agents”“What makes Agents different?”CNV - What Makes Agents Different?“Handing your phone to a stranger, why Agents need their own identity”Topic 1 - Welcome to the show. Tell us a little bit about your background and areas you focus on today. Topic 2 - Tell us a bit about the Kagenti project and the types of challenges it's trying to solve for Agentic AI deployments. Topic 3 - How much commonality exists between different Agentic frameworks that a common, agnostic agentic orchestration approach can work? And how much difference still exists and would drive companies to silo'd deployments? Topic 4 - How far should an Agentic Orchestration framework go, and what types of things do you expect will still be Agentic framework dependent? Is Kagenti more of a control-plane element, or more of a data-plane element? Topic 5 - As Kagenti evolves, what are some of the adjacent things that people should be keeping an eye on that might be a dependency, or could shift the direction of the project?FEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow
SUMMARY: Brian talks about the rapidly expanding gap between people and companies that augment their work with AI and those who are making AI the center of their work world. SHOW: 1010SHOW TRANSCRIPT: The Reasoning Show #1010 TranscriptSHOW VIDEO: https://youtu.be/tFyLlCnkbsMSPONSORS:VENTION - Ready for expert developers who actually deliver?Visit ventionteams.comSHOW NOTES:WHY THE NEED FOR A CODE RED? Velocity of Code (new companies)Velocity of Productivity (employees)Velocity of Analysis (strategy)AgentOpsToken FactoriesDevs for Business, Re-Wiring the Concept of Business AnalystFEEDBACK? Email: show @ reasoning dot show Bluesky: @reasoningshow.bsky.social Twitter/X: @ReasoningShow Instagram: @reasoningshow TikTok: @reasoningshow
SUMMARY: Sally O'Malley (Principle Software Engineer @RedHat, Maintainter @OpenClaw) talks about her early experiences of immersing herself into OpenClaw and evolution of the OpenClaw community.SHOW: 1009SHOW TRANSCRIPT: The Reasoning Show #1009 TranscriptSHOW VIDEO: https://youtu.be/7xARBtgiMQgSPONSORS:VENTION - Ready for expert developers who actually deliver?Visit ventionteams.comSHOW NOTES:OpenClaw - Personal AI AssistantOpenClaw - RedditOpenClaw, OpenAI and the Future (Peter Steinberger - OpenClaw creator)OpenClaw Foundation (coming soon)Topic 1 - Welcome to the show. Tell us a little bit about your background in software engineering. Topic 2 - You recently jumped into the deep end of the pool with OpenClaw. Tell us about the week of immersion with this new technology. What did you go into it thinking about?What did you learn, what did you create?What new sorts of things did you have to try?Topic 2a - For anyone that's new to OpenClaw, can you give us the basics of what OpenClaw does?Topic 3 - You mentioned that this is a very different (or completely different) paradigm of how software is created. Can you walk us through the differences, your observations, how you had to really rethink things that you did before and after?Topic 4 - In your day job, you're focused on software that's used by large enterprises that have to be concerned with security and stability, as much as they do innovation. How do you see the existing OpenClaw fitting into that world? How do you expect that OpenClaw might need to change?How do you expect that enterprises might need to change to adapt to this new capability that might be unleashed with their employees?Topic 5 - You (very) recently were accepted as a committer to the OpenClaw project. I know it's only been a few days, but what is opening your eyes about how this community operates, especially in comparison to other open projects you've worked on? We could probably have an entire podcast on AI development in open communities.FEEDBACK? Email: show @ reasoning dot show Bluesky: @reasoningshow.bsky.social Twitter/X: @ReasoningShow Instagram: @reasoningshow TikTok: @reasoningshow
Erwan Menard - SVP Product Management @Crusoe talks about… SHOW: 1008SHOW TRANSCRIPT: The Reasoning Show #1008 TranscriptSHOW VIDEO: SPONSORS:VENTION - Ready for expert developers who actually deliver?Visit ventionteams.comSHOW NOTES:Topic 1 - Welcome to the show. Tell us a bit about your background, and what you focus on now at Crusoe. Topic 2 - There has obviously been a lot of coverage of AI data center buildouts all over the world for the last few years. Tell us about Crusoe, and your approach to providing “neocloud” services. Topic 3 - What are the biggest challenges facing Crusoe today and in the immediate future - is it technology, energy, financing for expansions, etc.?Topic 4 - Crusoe started as a bitcoin-focused company and has evolved to more of a GenAI-focus. What types of architectural changes did you have to make for this new type of workload? And how do those impact the quality of the services your customers expect from Crusoe?Topic 5 - Is your focus more on environments to enable model training and customization, or more focus on inference for customer-facing applications? Topic 6 - A lot has changed in AI in the last couple years. What has changed the most in the last couple years, and what are you expecting to change the most over the next couple years? Topic 7 - Sovereign AI and Private AI have become much bigger topics over the last 12-18 months, and we'd expect that to grow. What unique things is Crusoe doing to adapt to these changing requirements from customers?Send a textFEEDBACK? Email: show @ reasoning dot show Bluesky: @reasoningshow.bsky.social Twitter/X: @ReasoningShow Instagram: @reasoningshow TikTok: @reasoningshow
OVERVIEW: Welcome to The Reasoning Show! We dig into one of the foundational building blocks of modern Generative AI, the AI Agent. So what is an AI Agent, and what do we need to think about for the next couple years? SHOW: 1007SHOW TRANSCRIPT: The Reasoning Show #1007 TranscriptSHOW VIDEO: https://www.youtube.com/@TheReasoningShow/SHOW SPONSOR:VENTION - Ready for expert developers who actually deliver? Visit ventionteams.comSHOW NOTES:Topic 1 - We're 3+ years into the Generative AI era. Why do you think AI Agents, or Agentic AI, is now getting so much attention? Topic 2 - If someone asked you to explain what an AI Agent is, how would you do that? Topic 3 - What are some of the core elements of AI Agents that you're seeing impact how people think about and use agents?How to define tasksLanguages and frameworksAbility to orchestrate multiple agentsHuman-in-the-Loop vs. AutonomousOther?Topic 4 - AI Agents are going to spark the great “how much should I pay for this?” discussion. Have you given this any thought yet? Topic 5 - How do you expect to use AI agents in your day-to-day work, and how do you expect this to impact Enterprise businesses?ESSENTIAL READINGBuilding Effective Agents" by Anthropic: designing agents with tools, memory, reasoning loopsA Comprehensive Review of AI Agents: how agents perceive, reason, decide, actTop 20 AI Agent Concepts You Should Know: covering ReAct, Chain of Thought, memory typesAI Agents in Action: Foundations for Evaluation and Governance: structured foundation for safety aspects of agent deploymentEssential ViewingAI Agentic Design Patterns w/ AutoGen: build autonomous agents that use toolsAI Agent Systems w/ crewAI: orchestrating teams of agentsLangGraph Course: how to build stateful, reliable agentsFrameworks & Tools LangGraph: standard for complex, stateful agents (nodes, edges, loops)CrewAI: Best for structured task delegation and multi-agent collaborationAutoGen: Microsoft's framework for multi-agent conversational systemsSend a textFEEDBACK? Email: show @ reasoning dot show Bluesky: @reasoningshow.bsky.social Twitter/X: @ReasoningShow Instagram: @reasoningshow TikTok: @reasoningshow
This episode marks the transition from The Cloudcast to The Reasoning Show, focusing more on AI and cloud topics. Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss recent trends in AI, the evolution of tech teams, and the shifting landscape of enterprise AI tools.SHOW: 1006SHOW TRANSCRIPT: The Cloudcast #1006 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES:Link to February 2026 News and ArticlesFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Aaron and Brian discuss how The Cloudcast will be changing going forward, signaling an industry shift from Cloud Computing to AI. SHOW: 1005SHOW TRANSCRIPT: The Cloudcast #1005 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW NOTES:Topic 1 - What are we announcing? (“The Reasoning Show”, a.k.a. “Reasoning”)New name, same RSS feeds (same podcast players)New logoSome existing/renamed and some new social media channels (will be listed)Same co-hosts (and maybe some new friends)Topic 2 - Why are we changing The Cloudcast?The majority of our content is AI focused nowCloud has become mostly stable, AI is at the beginning and so much is changingWe're not abandoning Cloud, just giving it the amount of coverage needs (monthly Cloudcast, monthly CNOTM)Social media algorithms have changed audience acquisitionTopic 3 - Hasn't The Cloudcast already been covering AI for a while? Yes, it's been about 50/50 since 2024We've been discussing this change for almost a year. We actually discussed having an OpenAI-specific podcast at one point, but so much as changed in the market (which is a good reason for a diverse podcast)Topic 4 - What can we expect from the new podcast?Still on Wednesday and SundayBoth audio and video formats (Apple, Spotify, YouTube, TikTok/Insta (clips))Trying to make it easier for someone new to follow along - more concentration around core topics, but not exclusivelyAI Technology, AI Economics, AI Trends, AI (Business) Use-Cases, AI Things to Watch, AI Productivity, AI RegulationWe'll still do a “Cloudcast” once a month, as the Cloud underpins almost everything AIWe'll likely do a “Reasoning Basics” spin-off, like Cloudcast Basics. We'll get a newsletter pulled together (hopefully weekly). Topic 5 - Anything else?Listeners don't have to do anything to keep getting their week podcastSubscribe to the social media channels (show notes)Leave a 5-star review on the podcast playersTell a friend to check out the showFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
This episode explores the evolving economics of AI development, the rising costs associated with AI agents, and the implications for businesses and developers. It highlights the shift from centralized to decentralized computing, the importance of understanding token budgets, and the future of AI project management.SHOW: 1004SHOW TRANSCRIPT: The Cloudcast #1004 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"CHAPTERS00:00 - Celebrating Milestones and AI Insights02:48 - The Cost of AI Agents and Realizations06:05 - Centralization vs. Decentralization in AI08:51 - The Evolution of AI Economics12:03 - Future Trends in AI and Project Management14:52 - Connecting AI to Real-World EconomicsKEY TOPICS:AI agent costs and pricing modelsThe shift from centralized to decentralized computingToken budgets and project economics in AIHistorical transitions in computing infrastructureFuture trends in AI project managementSHOW NOTESWhen AI Tokens cost more than your employees Should you own (or generate) your own tokens? On running a startup of Claude Code agents: 1 Billion tokens a monthCan AI grow corn? WE'VE REACHED A POINT WITH AI WHERE PEOPLE ARE STARTING TO THINK ABOUT THE BUSINESS IMPACTSHow much should an AI project cost?How do we translate an AI token into some unit that a business can understand?How companies be their own AI token factories?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Aaron and Brian review some of the latest AI model releases and discuss how they would evaluate them through the lens of an Enterprise AI Architect. SHOW: 1003SHOW TRANSCRIPT: The Cloudcast #1003 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES:Last Week in AI Podcast #234Artificial Analysis.AIOpus 4.6 ReleaseGPT Codex 5.3 ReleaseGLM-5 ReleaseOpenAI Preparedness FrameworkSam's Tweet that 5.3 Codex hit “high” ranking for cybersecurityFortune Article on 5.3 high rankingTAKEAWAYSThe frequency of AI model releases can lead to numbness among users.Evaluating AI models requires understanding their specific use cases and benchmarks.Enterprises must consider the compatibility and integration of new models with existing systems.Benchmarks are becoming more accessible but still require careful interpretation.The rapid pace of AI development creates challenges for enterprise adoption and integration.Companies need to be proactive in managing the versioning of AI models.The industry may need to establish clearer standards for evaluating AI performance.Efficiency and cost-effectiveness are becoming critical metrics for AI adoption.The timing of model releases can impact their market reception and user adoption.Businesses must adapt to the fast-paced changes in AI technology to remain competitive.FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
As we move into Q1 2026, Brian talks about 3 rooms where he'd like to be a fly on wall to see the blueprints of significant AI companies shaping the markets. SHOW: 1002SHOW TRANSCRIPT: The Cloudcast #1002 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" A FLY ON THE WALL IN 3 ROOMS IN 2026Room1 - NVIDIA's M&A Room (Chips, Software Stack, Hosting Services, Agentic Tools, etc.)Room 2 - Anthropic's Agentic VisionRoom 3 - TSMC's 2028-2030 PlanningFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Aaron and Brian explore the evolving landscape of AI over the next three years, discussing its economic implications, political influences, technological advancements, partnership dynamics, changing buying patterns, and the potential impact on job creation and destruction. They emphasize the uncertainty surrounding AI's future and the need for understanding its broader implications.SHOW: 1001SHOW TRANSCRIPT: The Cloudcast #1001 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES:Stratechery (Ben Thompson)WHAT DO WE WISH WE KNEW ABOUT AI IN 3 YEARS?EconomicsPoliticsTechnologyRegulationsPartnershipsBuying PatternsUsage PatternsDevicesJob Creation/DestructionFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
If someone walked into your office today and asked you to build a framework for how to value software development, what would you think about it? SHOW: 1000SHOW TRANSCRIPT: The Cloudcast #1000 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES:Chainguard introduces Factory 2.0On running a startup of Claude Code agentsAgentic Product Development and the Theory of ConstraintsSoftware AbundanceHOW SHOULD SOMEONE THINK ABOUT THE ECONOMICS OF SW DEV IN 2026?If someone walked into your office today and asked you to build a framework for how to value software development, how would you think about it? FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Are we ready to move into an era of wild predictions about where the future of Enterprise software is headed in 2026 and beyond? SHOW: 999SHOW TRANSCRIPT: The Cloudcast #999 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTESThe SPAC-king is going to fix legacy software All Enterprise software is dead Microsoft and Software Survival (Stratechery)WHAT HAPPENS TO ENTERPRISE SOFTWARE NEXT?How much do enterprises want to write their own software? How much do enterprises wish they could write more software?How much do enterprises not understand the economics of owning their own software?How much does “big SaaS” or just “big Enterprise software” actually help because people already know it?Is it possible that this new Agentic-driven software could create a type of new software community? Are “open” software communities prepared for the emerging economics of AI-created software? FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
We take a listener question about digital sovereignty, tariffs and UK/EU independence from large US cloud providers, also Brian reaches out to the Melbourne, AUS listeners. SHOW: 998SHOW TRANSCRIPT: The Cloudcast #998 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTESAWS European Sovereign Cloud Azure European Sovereign ServicesGoogle Cloud Sovereign CloudRed Hat Digital SovereigntyBroadcom Digital SovereigntyOracle Digital SovereigntyDigital Sovereignty in Europe, What's the Plan B? (IDC)Digital Commons EDIC Established (2025)EU AI Act“Sovereign Clouds and the Digital Sovereignty Imperative: Europe's Quest for Digital Independence” (IDC #EUR149098122, December 2022)The Evolution of Digital Sovereignty: Moving Beyond Data and Cloud” (Rahiel Nasir, IDC, January 13, 2023)THE FUNDAMENTALS OF DIGITAL SOVEREIGNTY What is the definition of Digital Sovereignty? What about Digital Assurance? Sovereignty from who or what? What laws are you attempting to comply with? How are they audited or measured? Data Sovereignty - Maintaining control over how data is collected, classified, processed and stored to ensure that data regulations are metTechnical Sovereignty - Running workloads without dependence on a provider's infrastructure or software, and protected from all extra-territorial interference and scrutiny.Operational Sovereignty - Visibility and control over provider operations from provisioning and performance management, to monitoring of physical and digital access, to the infrastructure.Assurance Sovereignty -Ability to independently verify and assure the integrity, security, and reliability of digital systems and processes including resilience of critical services.FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Aaron Delp (@aarondelp), Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from January 2026.SHOW: 997SHOW TRANSCRIPT: The Cloudcast #997 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SHOW NOTES:Link to January 2026 News and ArticlesFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Following on the discussion of the Cloud 1.0 to Cloud 2.0 transition, we explore what that future cloud might look like. SHOW: 996SHOW TRANSCRIPT: The Cloudcast #996 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES:Q1 - What didn't Cloud 1.0 achieve from the grand vision?Q2 - What seemed promising but might have been the wrong timing? Q3 - Why didn't more SaaS get bundled by the hyperscalers?Q4 - Does multi-cloud become easier?Q5 - Do primitives continue to be the core offering, or do more integrated offerings dominate the landscape?Q6 - Do a bunch of existing primitives get turned off to make room for new AI capabilities (DC capacity)?Q7 - Is security on by default? Q8 - Do more private/sovereign capabilities get offered?Q9 - What are the new AI capabilities that nobody has even thought of yet?Q10 - How does the mix of AI workloads get distributed across clouds, or across private and public? FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
After 1000+ shows of The Cloudcast, when critical lessons have we learned about the industry, our our journey, and tips for anyone in tech. SHOW: 995SHOW TRANSCRIPT: The Cloudcast #995 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES:Lesson 1 - Why did we create The Cloudcast? [Career expansion]Lesson 2 - How did we learn all the topics we covered? [Skills development]Lesson 3 - What have been the biggest Cloud trends we've covered [Trends]Lesson 4 - How did you think about technology transitions over the last 10-15 years? [Change]Lesson 5 - How important was it for you to learn the business side of cloud? [Follow the money]Lesson 6 - What structural changes do you think Cloud will have on IT in 10 years? [Legacy]Lesson 7 - What lesson from an episode do you think about the most frequently?Lesson 8 - What surprised you the most about the Cloud 1.0 era?Lesson 9 - What did you expect to happen, which never really happened?Lesson 10 - What were the most important lessons you personally learned? [Lessons Learned]FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
15 years ago, when we started The Cloudcast the definition of cloud was pretty clear cut. But now in 2026, the rules are all different and a new era of Cloud is upon us. Let's explore what the next generation might provide. SHOW: 994SHOW TRANSCRIPT: The Cloudcast #994 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTESAWS in 2026: The year of proving they still know how to operate (This Week in AWS)WHAT IS AND ISN'T CLOUD IN 2026?Cloud isn't a single companyCloud isn't just public cloudA CIA cloud isn't a Gov cloud isn't your Enterprise CloudMulti-cloud is a real thing that needs technologyGoogle, the people that invented “cloud” are a real company in cloudDefining cloud by purity, or IaaS/PaaS/SaaS terms doesn't really matterDoes data locality matter more in an AI-Cloud era?Do we begin to see price wars over the core Cloud 1.0 primitives?Are we in the 9th inning of Cloud, and the 1st inning of what's next? AI has replaced SaaS in immediacy, so does that have impact on Cloud services? Does the lack of application portfolio finally come back to bite AWS? Can niche cloud services emerge (e.g. is Vercel another Digital Ocean, or something unique?)FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
SHOW: 992SHOW TRANSCRIPT: The Cloudcast #992 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES:Tonic.ai websiteTonic Validate Product PageTonic Validate GitHubTopic 1 - Adam, welcome to the show. Give everyone a brief introduction.Topic 2: Our topic today is RAG systems, specifically RAG in production. Let's start with customization sources and types. When it comes to customizing off-the-shelf LLMs, RAG is one option, as is an MCP connection to a SQL database, and there is pre- and post-training, as well as fine-tuning. How does an organization decide what path is best for customization?Topic 3 - RAG came on the scene as the savior for organizations that want to use customer AI without the need for fine-tuning and additional training. It has either gone through or is currently still in the trough of disillusionment. What are your thoughts on RAG's evolution and the challenges it faces?Topic 4 - Let's walk through the basics of validation. Once you set up RAG, how would an organization know it works? How is accuracy measured and validated? Are you looking for hallucinations? Context quality?Topic 5 - What is Tonic Validate, and where does it fit into this stack? Is it in band? Out of band? Built into the CI workflow?Topic 6 - Accuracy is one aspect, but we hear more and more about ROI for Enterprises. How should ROI, risk, and compliance be measured?Topic 7 - Where and how does security fit into all of this? Also, your thoughts on synthetic data for training vs. real data?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
Peter Zairsev (@PeterZaitsev, Founder of @Percona) talks about the history of OSS databases, and how AI is reshaping the demands on modern databases. SHOW: 991SHOW TRANSCRIPT: The Cloudcast #991 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SHOW NOTES:Percona websiteTopic 1 - Welcome to the show, Peter. Give everyone a brief introduction, and we'll also dig into the details of Percona after that.Topic 2 - Percona is basically a household name in our space. Part of that is the excellent tech, and part of that is the longevity. Tell everyone the origin story of Percona.Topic 3 - How have OSS databases evolved? Going back 20 years is a bit far, but what recent trends stand out? How have cloud (i.e. the hyperscalers) and SaaS in particular changed this landscape Topic 4 - Percona plays in the same space, and with, MySQL, MongoDB, PostgreSQL. If you don't mind, help everyone connect the dots there and why that matters.Topic 5 - What are the typical business cases and implementations you are seeing today? What are organizations trying to solve for the most?Topic 6 - How has AI and the rise of embeddings and vector databases impacted the OSS space? What are your thoughts here? Is this complementary/competitive/both?Topic 7 - What do you wish people knew more about Percona?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Aaron Delp (@aarondelp), Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from December 2025.SHOW: 990SHOW TRANSCRIPT: The Cloudcast #990 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SHOW NOTES:Link to December 2025 News and ArticlesFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Aaron and Brian make some bold predictions for the 2026 Cloud and AI markets, as well as reviewing the biggest issues going into 2026. SHOW: 989SHOW TRANSCRIPT: The Cloudcast #989 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:CLOUD & AI NEWS OF THE MONTH - NOV 2025 (show)CLOUD & AI NEWS OF THE MONTH - OCT 2025 (show)CLOUD & AI NEWS OF THE MONTH - SEPT 2025 (show)CLOUD & AI NEWS OF THE MONTH - AUG 2025 (show)CLOUD & AI NEWS OF THE MONTH - JUL 2025 (show)CLOUD & AI NEWS OF THE MONTH - JUN 2025 (show)CLOUD & AI NEWS OF THE MONTH - MAY 2025 (show)CLOUD & AI NEWS OF THE MONTH - APR 2025 (show)CLOUD & AI NEWS OF THE MONTH - MAR 2025 (show)2026 CLOUD + AI PREDICTIONS (AND BIG ISSUES TO REVIEW)OpenAI Revenues and Focus AreasNVIDIA customer profitabilityCompanies moving to GOOG TPUsEnterprise success beyond CoPilot/GeminiEnterprise data+model trainabilityEnterprise price hikesBroadcom, AMD, Groq - alternative HW optionsData Center buildoutsDoes AI spending shiftWhat is Agentic AI?Long term spending + short term refocusesPREDICTIONS:At least one big AI IPO in 2026, and it won't go well. (Aaron says Anthropic)People will question whether Sam Altman is the right person to lead OpenAIAI will be a central issue in the 2026 US elections, either about job losses or electricity pricesOne major LPU/TPU/dedicated inference chip will break through in 2026Azure will be the Number One Cloud… (Aaron has to keep it going)We will start to see a shift in the Enterprise from big models in the sky (1+trillion parameters) to dedicated, purpose-built models of 500M or less in size for efficiency and securityGemini will dominate the consumer/prosumer space, OpenAI will go through the trough of disillusionmentThe industry will shift to a base/instruct and a reasoning split of modelsAWS and Azure will double down on being a solutions provider instead of a primitive supplier for AI and infrastructureFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
A lot changed in the world of Cloud and AI this year. And then it changed some more, and some more, and so more. The only constant was change. SHOW: 988SHOW TRANSCRIPT: The Cloudcast #988 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTESIT WAS AN INTERESTING YEAR IN CLOUD AND AI TECHNOLOGYAI has become a mainstream technology, political and social talking pointAI went through 7yrs of news cycles in 1 yrDeepSeek - Maybe NVIDIA chips aren't needed?NVIDIA acquihired Grok and their technologyMaybe AWS' lead in the cloud is now in questionGoogle got their act together with GenAI, after inventing the technology in 2017Microsoft and OpenAI sort of broke up, or at least they are seeing other peopleOpenAI forecasts 100x their current revenue in future computing needsThe US Gov't either bailed out, or socialized IntelBitcoin - 94k, up to 125k, down to 84kFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Aaron and Brian review the Year in AI, hand out AI awards, and discuss the biggest AI trends from 2025. Maybe a few predictions will be made as well.SHOW: 987SHOW TRANSCRIPT: The Cloudcast #987 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:SHOW NOTESCLOUD & AI NEWS OF THE MONTH - NOV 2025 (show)CLOUD & AI NEWS OF THE MONTH - OCT 2025 (show)CLOUD & AI NEWS OF THE MONTH - SEPT 2025 (show)CLOUD & AI NEWS OF THE MONTH - AUG 2025 (show)CLOUD & AI NEWS OF THE MONTH - JUL 2025 (show)CLOUD & AI NEWS OF THE MONTH - JUN 2025 (show)CLOUD & AI NEWS OF THE MONTH - MAY 2025 (show)CLOUD & AI NEWS OF THE MONTH - APR 2025 (show)CLOUD & AI NEWS OF THE MONTH - MAR 2025 (show)CLOUD & AI NEWS OF THE MONTH - FEB 2025 (show)CLOUD & AI NEWS OF THE MONTH - JAN 2025 (show)2025 AI YEAR IN REVIEWThe Year of OpenAIThe Year of NVIDIAThe Year of MicrosoftThe Year of GoogleThe Year of OracleThe Year of China AIThe Year of AppleThe Year of Coding Agents (Anthropic, Cursor, Windsurf, CLIs, etc..)The Year of Data CentersAI Highlights and Lowlights (Corporate Layoffs, Acquihires, Funding, etc..)2026 AI DraftFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
If an AGI falls in the woods and nobody can define it, did it actually fall? This week we make an exact prediction of when AGI will happen, and the 10 ways it will immediately change the world. SHOW: 986SHOW TRANSCRIPT: The Cloudcast #986 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTESPlanning for AGI and Beyond (OpenAI) Machines of Loving Grace (Anthropic)Microsoft and Google has different visions/opinions on AGIAmazon reorganizes around new AGI team reporting to Andy JassyMistral CEO says that AGI is a marketing move AGI is defined by an independent committee in new Microsoft and OpenAI agreementWhy does being first to AGI matter?Bret Taylor on the current status of AGI (Acquired/AC2 podcast, 2025)WHAT DOES REACHING AGI PROVIDE FOR HUMANITY (or ANYTHING)?Y2K bug, 2038 Bug (techies are good at dates when things need to be patched)The % of people with Internet accessThe % of people with a smartphoneThe % of people with a certain level of education (basic or advanced)How much smarter is humanity than 10yrs ago? 20yrs ago? How much smarter could existing humanity be at any given time? Nobody has a consistent or measurable definition of AGIWhat are the Top 10 problems of humanity that need to be solved? (direct or indirect)Does reaching AGI enable certain government or corporate actions to start happening that couldn't happen now? FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Aaron and Brian review the Year in Cloud, hand out Cloud awards, and discuss the biggest cloud trends from 2025. Maybe a few predictions will be made as well. SHOW: 985SHOW TRANSCRIPT: The Cloudcast #985 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:SHOW NOTESCLOUD & AI NEWS OF THE MONTH - NOV 2025 (show)CLOUD & AI NEWS OF THE MONTH - OCT 2025 (show)CLOUD & AI NEWS OF THE MONTH - SEPT 2025 (show)CLOUD & AI NEWS OF THE MONTH - AUG 2025 (show)CLOUD & AI NEWS OF THE MONTH - JUL 2025 (show)CLOUD & AI NEWS OF THE MONTH - JUN 2025 (show)CLOUD & AI NEWS OF THE MONTH - MAY 2025 (show)CLOUD & AI NEWS OF THE MONTH - APR 2025 (show)CLOUD & AI NEWS OF THE MONTH - MAR 2025 (show)CLOUD & AI NEWS OF THE MONTH - FEB 2025 (show)CLOUD & AI NEWS OF THE MONTH - JAN 2025 (show)2025 CLOUD YEAR IN REVIEWCloud of the year Cloud concept of the year (non-AI)Cloud memory of the yearCloud revenues in 2025Are NeoClouds in the hyperscaler discussion? Was Cloud (circa 2007) the actual downfall of Intel? (Cloud vs Mobile choice)Rank the clouds, end of 2025 (cloud draft 2025)Do outages matter if they are only once a year? Where does AWS go next?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
How difficult will it be to train and build an AI Agent that has expertise in a given domain? Will it happen in the next year, or 3 years or 10 years? And who will benefit in the marketplace from his evolution? SHOW: 984SHOW TRANSCRIPT: The Cloudcast #984 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[Mailtrap] Try Mailtrap for free[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 NOTESOpenAI looks to train their models to replace junior bankersWHAT WOULD BE THE STAGES OF AN EXPERT AGENT?Train it on a set of standard knowledge (e.g. Masters of Accounting, Auditing, International Tax)Train it on a set of well-defined case studies, to provide industry contextTrain it on a set of adjacent case studies and other domains (business, law, specific industries)How to train corner cases?How to train gray areas like ethics, morality, or cost-benefit analysis? Who is motivated to train these experts? What would the cost of these experts be? Can it be similar to a human, or need to be a fraction, or a premium? Is there a way to build memory (e.g. experience) without disclosing client information? Is there a way to build shareable knowledge between agents for reinforcement training/learning?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Dan McConnell (Senior VP Product Management at @HitachiVantara) talks about how Enterprise infrastructure is having to evolve to keep up with the data challenges of AI. SHOW: 983SHOW TRANSCRIPT: The Cloudcast #983 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”.[Mailtrap] Try Mailtrap for freeSHOW NOTES:Hitachi Ventara (website)Topic 1 - Welcome to the show. Tell us about your background.Topic 2 - How is AI changing the way enterprises need to think about infrastructure?Topic 3 - What makes AI workloads so different from traditional workloads? How is AI exposing the limitations of broken cloud environments?Topic 4 - Where are organizations feeling the most pressure? What are the biggest misconceptions enterprises have about preparing for AI?Topic 5 - What problems come from managing separate systems? What is the biggest driving factor toward unified data platforms?Topic 6 - How is Hitachi Vantara helping customers handle the growing infrastructure demands created by AI?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
It's been nearly a decade since the last evolution of the PaaS platform, but AI has the potential to reshape and evolve this value concept. Let's explore that's possible. SHOW: 982SHOW TRANSCRIPT: The Cloudcast #982 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[Mailtrap] Try Mailtrap for free[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 NOTESVercel v0Building Web Apps with just English and AI (Acquired podcast, Feb 2025)Vercel on The Cloudcast (2024)Vercel on The Cloudcast (2021)8 tools to build your own PaaS (2025)IS PAAS READY TO TAKE THE NEXT STEP? Where could PaaS evolve to now?Can new PaaS services abstract the developer, and just focus on business logic and business ideas? What languages or design patterns would be mandated? (web only, mobile only, web + mobile? )Can we template “best practices” enough to be reliable?Can we template compliances needed to handle financial transactions, customer data, etc.?Can troubleshooting become an automated service?Where was PaaS in the past? (Heroku, Google AppEngine, Cloud Foundry, Kubernetes)Language specificCloud specificAbstracting the infrastructure and securityFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
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