The Cloudcast

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

Instead of focusing on augmenting existing teams and processes with AI, are we beginning to see more companies looking to replace teams with AI? Will economic pressure increase this likelihood? SHOW: 916SHOW TRANSCRIPT: The Cloudcast #916 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:Try Postman AI Agent Builder TodayCut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:CEOs choose more AI, fewer jobsOpenAI plots charging $20,000 per month for PhD-level AgentsWhy AI isn't giving Salesforce a boostThe one person $Billion dollar companyHUMAN-AUGMENTED vs HUMAN-REPLACEMENT IS A COMPLEX AI STRATEGYMost AI projects today as either augmenting or replacing humansTechnology has augmented, shifted or replaced human tasks for a while, this isn't anything newManagement/owners have tried to replace workers with technology for a long timePricing will tell you something about the goal of the technology (e.g. seat vs. task)Now we're starting to see the psychology of aligning AI to business goals - augmenting, shifting or replacingThe hyperbole of AI funding is to convey direct lines to AI success (whatever success is - AGI, No Coders, No Operations, No Entry-Level, etc..)“How do we replace the employees with AI?”The path to get there isn't well defined. The politics to get there isn't defined by technology. Will the current economic downturn accelerate this line of questioning / strategy? The Bed Bath and Beyond 20% coupon test. “The $billion dollar company with one employee.”FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Evan Powell (@epowell101, CEO at DeepTempo) talks about the intersection of CyberSecurity, Deep Learning and new AI techniques to improve operational security. SHOW: 915SHOW TRANSCRIPT: The Cloudcast #915 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 CloudTry Postman AI Agent Builder TodaySHOW NOTES:DeepTempo websiteThe Promise of CyberSecurity Foundation ModelsEvan on The Cloudcast #165Topic 1 - Welcome back to the show, Evan. It's hard to believe it's been over ten years since we last spoke in your StackStorm days. Give everyone a quick introduction.Topic 2 - Today's topic is the intersection of Deep Learning and CyberSecurity. Let's start at a high level. As someone who has founded several companies, what's interesting enough in this space for you to jump in?Topic 3 - I talk to many customers about AI and use cases. If they don't have a leading use case, I often ask where they have a lot of data, and they want insights data. The needle in the haystack scenario. It could be text, unstructured data, log files, data lakes, just about anything. Is this scenario correct when it comes to CyberSecurity? What are the leading use cases?Topic 4 - I've been reading and hearing how AI has been a boon for hackers; what are your thoughts on the ever-lasting cat-and-mouse game in the security space and how it has evolved with AI?Topic 5 - Let's dig into the tech; at DeepTempo's core, you use Deep Learning and specific foundational models. You wrote a great blog recently on Cybersecurity models. When folks hear the term foundational or frontier model, they think of LLMs and GenAI. How is this different?Topic 6 - Is this a SaaS model? On-prem? Where does the tech sit and why?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

Are companies starting to get concerned that AI isn't meeting expectations? Concern is a part of any new technology adoption curve, but let's explore some areas where expectations might not be meeting results. SHOW: 914SHOW TRANSCRIPT: The Cloudcast #914 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:Try Postman AI Agent Builder TodayCut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Why AI isn't meeting expectations (The Artificial Intelligence Enterprise)IS THREE YEARS ENOUGH TIME FOR ANY TECHNOLOGY TO TAKE OVER THE WORLD?Costs are still high, and positive ROI is still evolvingThe technology stack and standards are still evolvingEnterprise expectations are being confused with consumer expectationsAI predictions and timelines are overly aggressiveHow is anymore measuring AI success? The AI future is already here, it's just unevenly distributed“AI First” strategies are following “Cloud First” strategies - unevenly and distributedMost people don't like to talk about the augment vs. replace issueMiscellaneous stuff:ChatGPT is the fasting growing tech ever AGI will be here at any momentFor the first 18+ months, it was only an OpenAI + NVIDIA marketAll software development will be done by AIThere will be $1B companies with 1 personGenAI, Frontier Models, Open Source Models, Agents, etc.Deep Seek, MCP, etc. FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Dan Lee, (@_dan_lee_, CEO Nooks.ai, @JoinNooks) talks about agentic AI vs. AI assistants, their differences, and we explore ROI in this space vs. GenAI and common paths to adoption.SHOW: 913SHOW TRANSCRIPT: The Cloudcast #913 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:Nooks.ai websiteNooks Founders on Forbes 30 under 30 for AITopic 1 - Welcome to the show, Dan. Give everyone a quick introduction.Topic 2 - Our topic today is AI Agents vs. Assistants. Let's start there. Many out there are hearing the terms and will often think an AI Agent is equal to an AI Assistant. What's the difference?Topic 3 - One of the big problems I've seen with AI adoption vs. hype is the ROI. GenAI hit the scene and brought AI into the mainstream, but the world is quickly moving on to Agentic AI. I've mainly seen this play out because the ROI on “chatbots” just isn't there most of the time and also everyone is still scared for data leaks/privacy and hallucinations.Topic 4 - We'll get into Nooks.ai in a bit but before we do, I wanted to point out that your company started prior to the big breakout of GenAI. How did you see the market back then and has LLM's and transformer models in general changed your approach to AI Assistants?Topic 5 - When taking customers through the adoption process for AI Assistants, what are the typical steps? How do you go about getting consensus and buy-in from the various orgs in the company? Are there common hurdles folks need to consider?Topic 6 - With Nooks, you've decided to conquer the domain of sales and sales prospecting. What was your thoughts here in deciding where and how to remove friction from sales? Is this decision and thought process transferable to other areas? Any universal considerations?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

How is it possible for the 900lb gorilla of an industry to stumble or fall from it's heights? Let's explore how emerging trends can knock industry leaders off the top of the mountain. SHOW: 912SHOW TRANSCRIPT: The Cloudcast #912 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 CloudBook a Call Today with US CloudTry Postman AI Agent Builder TodayCut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:IT'S DIFFICULT TO STAY THE BIGGEST COMPANY FOREVER Merchant Silicon happened for Networking - Will it happen for AI?Cloud Providers happened - Will the opposite happen for AI? What unknown or unexpected events will happen over the next 3-5 years?Data Center Power Requirements?Geopolitical Activities?FEEDBACK?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 March February 2025 including recent M&A activity.SHOW: 911SHOW TRANSCRIPT: The Cloudcast #911 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNETCLOUD NEWS OF THE WEEK:  http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS"SHOW SPONSORS:Try Postman AI Agent Builder TodayCut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Link to March 2025 news and articlesSEGMENTS COVERED IN THE SHOW:Recent M&AGood Old Fashioned Cloud NewsThe AI Innovation Continues FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

What happens when you consider moving from a technical role to a lesser technical role? What are the trade-offs? What new skills do you need to evolve?SHOW: 910SHOW TRANSCRIPT: The Cloudcast #910 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSOR:Try Postman AI Agent Builder Todaypostman.com/podcast/cloudcast/SHOW NOTES:Software Defined Interviews - Episode with Brian GracelyWHAT HAPPENS DURING AND AFTER AN ACQUISITION? Moving from an IC to Leadership role is a complex choiceMoving from a technical to a less technical role is a difficult choiceWhat happens if you're not an expert in the room?What happens when you don't have all the answers?How do you build your network to keep you informed?The economics of technology are more complicated than you think FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

With Kubecon coming up next week, we speak to Lukas Gentele, co-founder and CEO at Loft Labs, about virtualizing K8sSHOW: 909SHOW TRANSCRIPT: The Cloudcast #909 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 Todaypostman.com/podcast/cloudcast/SHOW NOTES:Loft Labs websiteLoft Labs on TechCrunchLoft Labs vCluster CloudTopic 1 - Welcome to the show, Lukas. Give everyone a quick introduction.Topic 2 - Our topic today is virtualizing Kubernetes. Let's get the most obvious question out of the way… Why virtualize k8s? Isn't this another abstraction layer to manage and more complexity in the stack?Topic 3 - What are the most common use cases? Combining test/dev and production? Topic 4 - How does this impact other parts of the stack? I think about Istio, Rancher, etc. Does the complexity increase or decrease?Topic 4a - How is the control plane handled vs. the data plane?Topic 5 - With vm virtualization, a trend developed as the technology matured. In the beginning, consolidation was good, and as the technology supported greater and greater density, a tipping point was reached where fault domains were needed. Where is the virtualization of K8s on this scale?Topic 6 - A few months ago at KubeCon in Salt Lake City, you announced vCluster Cloud. Are there any hints for our listeners for KubeCon EU?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: @cloudcastpodDrunk AgileDan Vacanti and Prateek Singh drink whisk(e)y and discuss various facets of agile...Listen on: Apple Podcasts Spotify

We're starting to see some hints that M&A activities might start heating up in the tech sector again. So what should you expect if a company gets acquired? What are some common scenarios and activities to be aware of?SHOW: 908SHOW TRANSCRIPT: The Cloudcast #908 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSOR:Try Postman AI Agent Builder Todaypostman.com/podcast/cloudcast/SHOW NOTES:WHAT HAPPENS DURING AND AFTER AN ACQUISITION? Who is acquiring and who is being acquired? Culture, Company Size, GTM approach, etc?Why are they being acquired? New market, adjacent market, integration (1+1=3)Front-end, back-end, integration, acquhire acquisition? What are the benefits of the acquisition? New technology, key talent, new GTM approachDid the acquirer try to build it themselves first? Leftover perspective? Marketing understanding?Which group within the acquirer did the acquisition? Good alignment?Independence or Integration? What is the initial focus? What is the learning curve for the new company? Culture, tools, skeletons in closetsRetention of key people? Expectations of key people? How long do the leaders stay?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodDrunk AgileDan Vacanti and Prateek Singh drink whisk(e)y and discuss various facets of agile...Listen on: Apple Podcasts Spotify

Adam Jacob (@adamhjk, CEO/Founder @thesysteminit) talks about the evolution and intersection of DevOps 2.0, Infrastructure as Code (IaC), and what's nextSHOW: 907SHOW TRANSCRIPT: The Cloudcast #907 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 SPONSOR:Try Postman AI Agent Builder Todaypostman.com/podcast/cloudcast/SHOW NOTES:System Initiative websiteAdam on The Cloudcast #729Topic 1 - Welcome back to the show. We last spoke mid-2023. For those that missed that show, tell us about your background…Topic 2 - When we last spoke, we talked about DevOps 2.0. Give everyone an update on the state of the industry. DevOps 2.0, IaC, etc. Where are we at in that journey? For instance, what's broken with IaC in the existing approaches and why a new approach?Topic 3 - One thing I've noticed in research for this topic is the move to visual and UI to conceptualize the environment and the corresponding actions. APIs and command lines will always have a place but what are your thoughts on this trend? I personally fall asleep every time someone gives a talk an industry conference and they pull up the command line for their demo. But, I'm also a visual learner.Topic 4 - When I've thought about both DevOps and IaC in the past, my mind immediately jumps to both complexity and dependencies. What do developers today have to consider and have we made any advances here?Topic 5 - Are there new metrics for success? With DevOps is was number of code commits, with IaC it was number of seamless deployments and actions. What do development teams look for today as the consider new platforms and tools?Topic 6 - I can see this being an area that could be impacted by AI in a few ways: 1. the summarization of large amounts of data 2. Digital Twins and simulations and 3. Agentic AI performing tasks based on conditions. What are your thoughts on AI here?Topic 7 - If anyone out there 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

How well does your company handle internal and external corporate communications? Are company town halls a nightmare? How should you engage with them and how can the company manage them better?SHOW: 906SHOW TRANSCRIPT: The Cloudcast #906 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSOR:Try Postman AI Agent Builder Todaypostman.com/podcast/cloudcast/SHOW NOTES:INTERNAL, EXTERNAL AND TEAM COMMUNICATIONS - COULD IT BE BETTER HANDLED?Most internal corporate communications are bland—full of platitudes, at best boring, and at worst, demotivating. How can this be changed? Is any company doing this well?What's the best way to deliver internal communications? AI-generated emails? Short videos? Live all-hands webinars? Smaller in-person meetings? Does any of this actually work?Southwest's decision to end free checked bags is yet another example of corporate communication gone wrong.The CEO's comments seem out of touch—maybe saying less is sometimes more? If you make an unpopular decision, should you avoid compounding the problem with excessive justification?How do you personally process internal communications? Do you listen to all-hands meetings while walking the dog? Limit your consumption? Read summaries? Meditate afterward? What hacks or best practices work?Are executive town halls doomed to fail? Leaders often seem to hold them out of obligation rather than genuine interest. Are we asking too much? Town halls aren't great for deep discussions, but empty platitudes ring hollow. Is there a better way?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Jon Duren, Sales Sr. Practice Manager, AI & Data Solutions @ WWT & Druce MacFarlane, Product @ Infoblox talks about the intersection of AI, Startups, and Enterprise Trends.SHOW: 905SHOW TRANSCRIPT: The Cloudcast #905 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 Todaypostman.com/podcast/cloudcast/SHOW NOTES:WWT websiteWWT AI Proving GroundInfoblox websiteStartup Lantern PodcastTopic 1 - Jon and Druce welcome to the show. Give everyone a quick introduction…Topic 1a - You also have a podcast, tell everyone about that…Topic 2 - AI has thrown the world of cybersecurity a curveball..   Druce, how are you seeing AI impact the typical conversations you are involved in?Topic 3 - How is AI affecting start-up companies, thinking beyond all the AI-specific startups, how is AI going to impact the entrepreneur who's trying to launch a non-AI company?  What should they know and think about AI when starting a new company?Topic 4 - You both talk to a lot of customers about AI, especially to Enterprise customers. Let's separate the hype from the practical. Where are organizations typically in their AI journey in early 2025? Have we moved beyond the chatbot yetTopic 5 - I see several organizations considering AI but struggling with ROI. What are you seeing, and how do you help organizations overcome this hurdle? How long is ROI measured with AI projects? It's not 3-5 years anymore.Topic 6 - Is the industry moving too fast? Jon and I have had conversations in the past where organizations just can't absorb the changes in hardware and models (just a few examples). How can an organization commit to a path that we know will change in 12 monthsTopic 7 - Tell everyone where they can find your podcast. Also, If anyone is interested, what's the best way to get started on their AI journey?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

Does your management chain know what you're doing to bring value to your company, your group or just your role? How do you communicate value for accountability, visibility, and promotability?SHOW: 904SHOW TRANSCRIPT: The Cloudcast #904 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSOR:Try Postman AI Agent Builder Todaypostman.com/podcast/cloudcast/SHOW NOTES:Jeff Bezos' API Mandate, and 5 Rules surrounding itJensen Huang's NVIDIA “Top 5 Things” emailDO YOU PROVIDE STATUS, ACCOUNTABILITY, OR DIRECTION ON YOUR WORK ACTIVITIES?Lots of things could be perceived as negative, but how are you finding the positive? How do you keep track of your work? How do you communicate your work? Are they well aligned to company goals?In tough job markets, accountability is a valuable asset to haveHow is your management chain communicating the group's work upward and to other teams? Do you ask what shouldn't be done, where something else could occupy that time? Does management use it as a way to educate others about functions of the business? (cross-team efforts)FEEDBACK?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 February 2025 including NVIDIA's earnings,  Hashicorp, Intel's CEO trio, Developer Co-Pilots, and RIP Skype.SHOW: 895SHOW TRANSCRIPT: The Cloudcast #903 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNETCLOUD NEWS OF THE WEEK:  http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS"SHOW SPONSOR:Try Postman AI Agent Builder Todaypostman.com/podcast/cloudcast/SHOW NOTES:Link to February 2025 news and articlesSEGMENTS COVERED IN THE SHOW:Good Old Fashioned Cloud NewsThe AI Innovation Continues FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

Right now the news around GenAI seems scattered, all of the place, and confusing. Let's dig into what's working, what's not, and where some future trends are heading. SHOW: 902SHOW TRANSCRIPT: The Cloudcast #902 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSOR:Try Postman AI Agent Builder Todaypostman.com/podcast/cloudcast/SHOW NOTES:Most AI Investments Will Lose Money as Market Enters ‘Greed' Cycle (Vinod Khasla, VC)My LLM CodeGen workflow (Harper Reed)"Gen AI: Too Much Spend, Too Little Benefit?" (Goldman Sachs) Microsoft cancels leases on Data Centers for AINVIDIA announces Q4 earnings IF YOU'RE CONFUSED ABOUT AI, YOU'RE NOT ALONE. There is a ton of AI out there, but it's not always simpleThere's a ton of AI out there, but it's not always affordableThere's a ton of AI out there, and sometimes it blows our mindThere's a ton of AI out there, and open source is starting to be disruptive (again)There's a ton of AI out there, and people are trying to forecast a future that changing too fastThere's a ton of AI out there, and people are struggling with technology and politics overlapping so muchFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Andrew Filev talks about the state and future of coding co-pilotsSHOW: 901SPONSOR:Try Postman AI Agent Builder Todaypostman.com/podcast/cloudcast/SHOW TRANSCRIPT: The Cloudcast #901 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:ZenCoder websiteTopic 1 - Welcome to the show. Tell us about your background…Topic 2 - As someone who built and ran a large organization and continued to invest in other startups, what's your take on startups and funding in today's AI frenzy world? In your Wrike days did you ever foresee a time when funding rounds would be bigger than most valuations from years ago? Is this a sustainable investment model?Topic 3 - One of the leading use cases that came from GenAI and LLM's is coding co-pilots. It might be the biggest and most profitable use case. What are your thoughts on Coding Co-pilots as whole and the state of the industry?Topic 4 - What makes a good coding co-pilot? Are their advantages to models trained specifically on coding How does that compare to the frontier LLM's and their size and abilities?Topic 5 - We see lots of talk of coding co-pilots potentially hurting the industry. Lots of click bait headlines that coding is going away with agentic AI or Comp Sci degrees and junior employees might not be needed anymore. What are your thoughts on this?Topic 6 - Some argue that by having a co-pilot do the easy work, some developers might get lazy and the underlying fundamentals of development techniques might disappear. Others say this will elevate developers to new levels of productivity. What's your view?Topic 7 - If anyone out there is interested, where can they go for more info or to contact you?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

We reached show #900!! We explore what happens when your industry experiences it's DeepSeek moment, and how prepared you are across technology, organizational and economic changes. SHOW: 900SHOW TRANSCRIPT: The Cloudcast #900 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 News of the Month - January 2025 - DeepSeekBest 100 Technology PodcastsTop Cloud Computing PodcastsTop Software Engineering PodcastsTop IT PodcastsWHAT EVENTS WOULD COMPLETELY CHANGE YOUR INDUSTRY? ARE YOU PREPARED?It's still playing out, but DeepSeek felt like a reset moment in this AI Journey the industry is having. It forced a lot of people to rethink a number of commonly held beliefs in the industry.We're not really talking about things like industry consolidation, wars, pandemics, but obviously that has ripple effects. Interest rates obviously impact every industry, but they tend to change over quarters, not days. We've seen things happen that impact industries temporarily, but don't necessarily reshape the generally held rules - Oil/Energy, Hybrid/Electric Cars, IT/Cloud, Internet “reimagined” a number of industries - Media, Advertising, Restaurants, etc.Autonomous driving. Faster drug discovery. Discovery of new materials. Financial crashes tend to happen about once a decade, when bubbles burst. Is the AI bubble next? How much could you shift your IT budget in a year?How much could you change/adjust/adapt your workforce in a year?How much could you change the business model of your company in a year?What law or regulation does your company fear the most? What gov't decision would most impact your company/industry? FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Madhura Maskasky, Co-Founder and Chief Product Officer at Platform9, talks about the current state of the VMware virtualization market, thoughts on migrations, and factors to consider to speed migrations.SHOW: 899SHOW TRANSCRIPT: The Cloudcast #899 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:Take your personal data back with Incogni! Use code CLOUDCAST at the link below and get 60% off an annual plan: http://incogni.com/cloudcast SHOW NOTES:Platform 9 (website)Platform 9 Press Release on VMware MigrationsThe Cloudcast #158 - Private Clouds with Platform 9The Serverless Cast #1 - Project FissionTopic 1 - Welcome back to the show. For those that don't know, you are a long time returning guest. It's been about 7 years since the last time we spoke, and this is also the third time we've talked to you and the folks over at Platform9. Before we jump in, tell us about your background…Topic 2 - Our topic today is VMware Migrations. As we've documented many times on the podcast, VMware and its customers are in flux. Many are evaluating whether they should stay or they should go. When you speak to customers considering this, what should they consider?Topic 3 - In general we keep hearing things like VMWare ELA's that are no only on 3 year renewal and a price hike of 3x, 5x, even 10x. What are you seeing? Is this a limited window of opportunity as customers make that decision to move off or lock in for another 3 years?Topic 4 -  I see two sides to this: the business side and the tech side. I see this potentially being much harder on the technical side. While it might be possible to build a business case, the technical lock-in to the hypervisor technology tends to be a factor in conversions. Rebuilding years worth of virtual networking, storage links, etc. How do you advise customers on this today?Topic 5 - These migrations take time. Sometimes we are talking about installations in the tens of thousands of vms and and the migrations taking months to years to complete. Why would an organization go to the cost and the trouble to switch platforms?Topic 6 - Let's say an organization decides to pull the trigger. My immediate thought goes to Day1+ actions and operations. New platforms, new tools, new constructs. VMware installs tend to be very sticky because careers have been built on their product portfolio and expertise around that. Some engineers carry a large number of certifications and have a lot of money and time invested. How do you talk customers through this and help them?Topic 7 - Let's close out there. Where can our listeners go for more information?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram:

As AI begins to make its way into the Enterprise, how will the experimentation, adoption and operations of AI impact 2025 and beyond IT budgets? SHOW: 898SHOW TRANSCRIPT: The Cloudcast #898 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:WHERE WILL IT BUDGETS MOST LIKELY BE IMPACTED BY AI IN 2025-2026?Is your focus on human-augmented capabilities or human-replacement capabilities? If you're buying AI as part of SaaS services, will the pricing be seat-based (human-augmented) or usage-based (human-replacement), or some combination of both? Are you directly paying for AI-capabilities, or is AI being positioned as “free”, but the other services are becoming more expensive?Are you expanding your predictive AI projects (and data-science teams), or primarily focused on GenAI related projects? Are you buying AI resources from the cloud providers, or from AI-specific hosting providers, or buying GPUs for private-cloud usage? Are you planning to use standard AI tools, or do you plan to training/align your own models with your data?Do you have a cost-control capability for your AI projects yet?What are your success-criteria for POCs, Experiments, Trials? Are you upskilling existing staff, or hiring AI-specific staff? Or using external consulting? FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Drew Saur (Founder, Drew Saur Coaching) talks about the state of the job market in 2025, how delivery and measurements have changed, how to stand out, and what to think about when interviewing for a new role, especially at the executive levelSHOW: 897SHOW TRANSCRIPT: The Cloudcast #897 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:Drew Saur Executive Coaching (homepage)Drew Saur Coaching CommunityTopic 1 - Welcome to the show. Tell us about your background…Topic 2 - As someone who helps tech folks with their careers, what is the state of the industry? The news is filled almost daily with layoffs. What advice do you have for folks in 2025?Topic 3 - Many of our listeners are technical folks who are senior in their careers. Some (like me) struggle to that next step up where the game changes dramatically, and it's a bit of a deep, dark secret in our industry at times. Tell everyone about that and the jump in thinkingTopic 4 - Brian and I talk to a lot of folks in our industry on an ongoing basis. I feel like the conversations from the last few years can fit in a few buckets but all under a common theme. Many have an idea of where they want to go in the industry or maybe they did and now they aren't sure due to work from home, changing family dynamics etc. How do you coach folks to find that happy medium. Not everyone gets or wants to be a CEO. What do you balance and how do you balance thisTopic 5 - As we've discussed, we met last year and you helped land my with my current role. The tech hiring process, especially for leadership roles has changed in recent years. How should everyone approach the interview process?Topic 6 - All of this can be overwhelming if approached all at once, what advice do you have on how to break things down and tackle what matters mostTopic 7 - If anyone out there is interested, where can they go for more info or to contact you?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

After a decade of Bi-Modal IT discussion, we've now reached the era of Bi-Modal Cloud. Balancing traditional CPU-based cloud resources is now clashing with the demands of GPU-based AI cloud needs. Let's explore!SHOW: 896SHOW TRANSCRIPT: The Cloudcast #896 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:Public cloud providers are missing the market with AI (David Linthicum, 2025)Why digital business needs bi-modal IT (Gartner, 2015)Microsoft / Azure earnings (Jan 2025)Alphabet / Google Cloud earnings (Feb 2024)Amazon / AWS earnings (Feb 2025)WHAT HAPPENS WHEN A BUSINESS HAS TO PRIORITIZE THE LOWER REVENUE PATHSWe've come full circle after 10+ yearsCan the clouds make all this CapEx spending work because of other businesses?Wait, is cloud interesting again?What is Bi-Modal Cloud?Is the cash cow still the cash cow?How do cloud providers prioritize cloud vs. AI?How do internal teams rationalize being profitable but unimportant?Stargate might be a crazy idea, but is an AI-cloud a crazy idea? FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Brian Gracely, Aaron Delp, and Brandon Whichard discuss the top stories in Cloud and AI from January 2025 including the new DeepSeek model that is shaking up the industry.SHOW: 895SHOW TRANSCRIPT: The Cloudcast #895 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNETCLOUD NEWS OF THE WEEK:  http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS"SHOW NOTES:Link to January 2025 news and articlesSEGMENTS COVERED IN THE SHOW:Good Old Fashioned Cloud NewsThe AI Innovation Continues FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

It feels like we've gone the last 15+ years of tech without really having to directly involve politics in the discussion. But that seems to be coming to an end, in a big way. Let discuss if we can discuss tech without discussing politics. SHOW: 894SHOW TRANSCRIPT: The Cloudcast #894 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:United States vs. IBMUnited States vs. MicrosoftOracle vs. Google (Java)EU vs. Apple (AppStore)EU vs. Google“Shut up and dribble” (2018)THE OLD SWIM LANES ARE NO LONGER INDEPENDENT AND ISOLATEDVendors are cloud providers, so they have to be involved in data location, and operating services (or allowing services to operate) - Oracle, Microsoft, Consumer companies are also enterprise companies - Google, AmazonCompanies are involved in 1st Amendment situations - Google, Amazon/WashPostAll tech companies are bidding for Gov't contractsIntel is the target of the US Chips Act - govt subsidyAI overlaps copyright, data sovereignty, govt regulations/restrictionsNation-state funded security attacksFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Tim Huckaby (@TimHuckaby, CTO at Lucihub) talks about building modern AI applications to generate business video, the human vs AI interactions, and the importance of domain expertise. SHOW: 893SHOW TRANSCRIPT: The Cloudcast #893 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:Lucihub (homepage)Lucihub - AI powered video creation platform (YouTube)Topic 1 - Welcome to the show. Tell us about your background…Topic 2 - Having seen a lot of technology evolution, how do you think about today’s possibilities with AI? Topic 3 - Let’s talk about Lucihub. They deliver video production using AI. Help us understand how their approach is different? (very curious about the interaction of AI and humans in the design of the platform)Topic 4 - What are the expectations of creators to interact with the AI parts of the system vs. the expectations to interact with humans? Topic 5 - How are you seeing companies compare the experience of using Lucihub vs. experience they had previously with non-AI agencies? Topic 6 - Your other passion is fly fishing. Do you find any symmetries between the nurture of fly fishing and your work with technology, or is it the contrast that you need to find a balance in your life? FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

At a time when many AI and Cloud announcements are happening, how can we determine which ones are important, disruptive, or just me-too? SHOW: 892SHOW TRANSCRIPT: The Cloudcast #892 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:Brian Gracely on Software Defined Interviews (podcast)The Stargate Project (Jan 2025)Deepseek models attempts to rival OpenAI (Jan 2025)Will Deepseek threaten US equity markets? (CNBC)REACTING AND PLANNING WHEN SO MANY BIG ANNOUNCEMENTS ARE HAPPENINGWhy is the announcement happening now?What are the facts of the announcement?How are Enterprises thinking about these announcements?How are Enterprises thinking about how this pace of change impacts their thinking?What are the technology impacts of the announcement?What are the direct economic impacts of the announcement? Secondary impacts?OpenAI profitability?NVIDIA ability to charge premium for leading-edge chips?Pricing for any AI offering (Co-Pilots, etc.)Write-offs of existing GPU/Training investments?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

James D. Wilton (@jamesdwilton, Managing Director, @Monevat) talks about pricing strategies for SaaS products and organizations as well as his new book, Capturing Value: The Definitive Guide to Transforming SaaS Pricing and Unshackling GrowthSHOW: 889SHOW TRANSCRIPT: The Cloudcast #891 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:Monevate (homepage)Capturing Value: The Definitive Guide to Transforming SaaS Pricing and Unshackling Growth (James Wilton new book)Topic 1 - Welcome to the show. Tell us about your background…Topic 2 - Five evolving pricing models today's investors and VCs should be aware ofTopic 3 - How to eliminate revenue losses caused by misaligned pricing or unnecessary discountsTopic 4 - Exploring the science and discipline behind pricing - particularly for ventures with subscription offeringsTopic 5 - The do's and dont's when migrating your current customers to new pricing strategies Topic 6 - How AI Is redefining SaaS pricing modelsFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

In the 2010s, many CIOs adopted a Cloud-First strategy for building their digital services and skills. So how would a CIO build an AI-First strategy in today's world?SHOW: 890SHOW TRANSCRIPT: The Cloudcast #890 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:Capture low-hanging AI fruit with AgentsHow to make your product idea go viral in your companyWHAT CONSIDERATIONS SHOULD GO INTO AN AI-FIRST STRATEGY3-month, 6-month, 12-month projectsWhat are the AI possibilities?AI Center of Sharing ExperiencesBase Models vs. Trained/Aligned ModelsAugment vs. Replacement (or AI Beginning) activitiesVendor offering vs. Open Source evolutionCost Modeling and Cost MonitoringThe Ecosystem (of the large LLMs) is questionable - will they be viable in 1-2yrs?Security policies - how broad, how strict, how to evaluate? Data scientists vs. non data scientists?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Brian and Michael Cote (@cote, Co-Host @SoftwareDefinedTalk) talk about the ethics of using AI at for internal and external facing work.SHOW: 889SHOW TRANSCRIPT: The Cloudcast #889 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:Software Defined Talk (Eps.500)How do teachers know if students use AI for projects?Cote's Newsletter (go subscribe!)How to play DnD with AI Topic 1 - Welcome to the show. Tell us about your background…Topic 2 - What does your day-to-day use of information look like, and how do you translate that into things you create/publish? Topic 3 - Where do today's AI tools come into play for your work? What else would you like them to do? Topic 4 - Why did you have concerns about the Ethics of using these tools, or the Ethics of the output of these tools? What's the general rules or sentiment about using AI tools within your company (or people you know)?Topic 5 - At what point do you think it's your Ethics problem, and when/why should your company care? FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

Does your boss' boss know what your group does? How far up the org chart is it before your group is unknown? Let's look at ways that your group can make sure it has visibility up the ranks of your management team. SHOW: 888SHOW TRANSCRIPT: The Cloudcast #888 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:WordPress CEO doesn't know what his Sustainability team doesSalesforce will hire no more software engineers in 2025WHAT HAPPENS IF YOUR CEO DOESN'T KNOW WHAT YOUR GROUP DOES?Elon Musk eliminated 80% of Twitter/X workforceCEOs/CFOs are starting to think about AI in terms of reduced workforceWFH/RTO policies will be an on-going issue for the next few yearsHow does your group align to value-creation at the company?How does your group measure the value they bring to the company?How does your group measure the cost/ROI they bring to the company?How does your group communicate their value upward in the organization?How does your group communicate their value outward in the organization?How do your stakeholders (internal & external) talk about your group?Does your group complain too much? What is your annoyance factor?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

As we start in 2025, we wanted to offer advice on job searching and evaluating roles. The market and the interviewing process have shifted; what do you need to know in 2025 if you seek a new opportunity?SHOW: 887SHOW TRANSCRIPT: The Cloudcast #887 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNETCLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SHOW NOTES:Considerations when evaluating a startup vs. a more traditional roleRed FlagsConsidering BurnoutHow has the macro environment changed funding and employmentNetworkingKeeping a routineFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

As a new year is upon us, let's make a checklist of the most important areas to focus upon to make Q1 successful and set up the rest of 2025 for success. SHOW: 886SHOW TRANSCRIPT: The Cloudcast #886 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:SOME TIPS, TRICKS, SUGGESTIONS AND REFLECTIONS AS WE BEGIN YET ANOTHER YEARGeneral Stuff - Get rid of clutter, set goals, Health - Make it a daily priority (schedule it, between meetings, every little bit helps)Budgets - What can you do if they aren't finalized?Skills - If you aren't growing, you're regressing. What are you going to focus on?Prioritization - Do you understand them in your company, your group, and you personally?Networking - Are you aligned to the power centers in your business?Justifications - Where are costs and ROI going to be the most scrutinized in your company? Understand the Game - How is technology impacting your business/role? How is your industry changing?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Jake Moshenko (@jacobmoshenko, CEO of @AuthZed) talks about the challenges of securing AI interactions, as well as authentication best-practices for AI Agents and RAG patterns.  SHOW: 885SHOW TRANSCRIPT: The Cloudcast #885 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:Authzed (homepage)SpiceDB - Authorization that scales (GitHub)Google's Zanzibar (research paper)Annotating Zanzibar (by AuthZed)Authzed CEO discusses Auth for AI RAG and Agents (TheCUBE)Topic 1 - Welcome to the show. Tell us about your background and why you decided to start AuthZed.Topic 2 - AuthZed is based on technology from Google called Zanzibar. There's an in-depth research paper, but give us some background on the types of problems it solves and why it was so appealing to you. Topic 3 - Authorization is used for every application, but let's talk about it in the context of AI or AI Agents. This is still a fairly new concept, but what authorization-related challenges do you expect GenAI or AI agents to create for developers and operators?Topic 4 - Is this space moving so fast that people already realize they'll likely need something more modern, like Authzed, or are there mistakes they are making today that are going to cause serious red flags soon? Topic 5 - What is the typical path for companies or teams to adopt Authzed, and is it something that can start small and grow (or merge with other groups), or does it have to be centralized like at Google? Topic 6 - What are some of the more important areas that people building and growing AI systems that need authorization should be keeping an eye on? FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

It's that time of the year again. Brian and Aaron wrap of the year and make predictions for 2025.SHOW: 884SHOW TRANSCRIPT: The Cloudcast #884 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:Cloud + AI News of the Year 2024 (shows, summaries, links)LINK TO TOPIC DETAILSPredictions, or 2025 areas of focus?Aaron2025 will be the year of AI ROI, and Agentic AI will make this worseThere will be at least one “SkyNet scare” of Agentic AI2025 will also be the year of inference (see ROI)Brian:Gov't vs. AI (US Trump, EU, China)Emergence of an AI Agent stack or standard?Useful or killer AI apps? (new focus of Weekend Perspective)AI pricing evolves based on usage patterns or just need for revenues?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

If AI is going to be the next big trend in tech and impact every aspect of society, how do you go about trying to evaluate where it is today and where it might be in a few years or a decade?SHOW: 883SHOW TRANSCRIPT: The Cloudcast #883 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:HOW MIGHT YOU CONSIDER THE BEGINNING OF A TECHNOLOGY MARKET SHIFT?What's the landscape of players in the game?What are the potential moats? (technology, economics, people, political policies, geographic)What are the economics of the technology shift? Where will big changes happen? What are the usage patterns? Are they well defined? How long behind the consumer shifts will the enterprise shifts happen? What behaviors will need to change (significantly) for this to have wide adoption?How might this impact my work, my family, my company, etc.?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

It's that time of the year… Aaron and Brian answer emails and questions for the second half of the year.SHOW: 882SHOW TRANSCRIPT: The Cloudcast #882 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:Question 1 - There was a lot of talk about Broadcom's changes to VMware at the beginning of the year, but not as much since then. What's going on in the world of virtualization?Question 2 - Both of you have talked about working remotely for quite a while. What's your take on RTO mandates? Any suggestions for remote workers? Question 3 - Have either of you found any valuable uses of AI in your day-to-day job? Question 4 - Now that the US elections are over, how do you expect the US Gov't to be involved with the tech industry (anti-trust, CHIPS ACT, AI regulation, etc..)Question 5 - AI models and GPUs  seem to get all the attention in the news. Are there other areas of AI that you think are really important but aren't getting much attention right now?Question 6 - Are cloud skills still considered valuable? Do certifications matter anymore? Question 7 - What's going on in the open source communities like the CNCF? Question 8 - What surprised you the most this year?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

In the late 70s and early 80s, a music revolution started because a bunch of talented musicians played on 100s of albums, behind the scenes. Would the AI startup community benefit from a similar infrastructure of experts?SHOW: 881SHOW TRANSCRIPT: The Cloudcast #881 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:Yacht Rock Documentary (HBO Max - Trailer)WHY DON'T WE HAVE USE EXPERTS BEHIND THE SCENES OF EVERY STARTUP?History of the interactions between bands like Steely Dan, The Doobie Brothers, Kenny Loggins, Toto, Christopher Cross, Michael McDonald, etc..Why do VCs allow startups to hire their own back-office people? Why aren't there services that offer startup backend services, not just one off SaaS services?AI could be used to scale those services. FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

The 2024 AWS re:Invent happened, with a new CEO, and an appearance by a previous CEO. What were the big announcements, trends and stories coming out of the keynote?SHOW: 880SHOW TRANSCRIPT: The Cloudcast #880 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 SPONSOR:While data may be shaping our world, Data Citizens Dialogues is shaping the conversationFollow Data Citizens Dialogues on Apple, Spotify, YouTube, or wherever you get your podcastsSHOW NOTES:AWS re:Invent 2024 - CEO Keynote with Matt GarmanTop Announcements of 2024 AWS re:InventWhat hath AWS wrought? (Forrest Brazzeal newsletter)Prince guitar solo during George Harrison tributeOverall Takeaways:The new CEOThe overall themesAndy Jassy's appearanceBrian's Top 5 Takeaways:The focus is now all ARM and GPUs/AI Accelerators (goodbye Intel)AWS is getting back to basics on Cloud - a focus on primitivesAWS is trying to get ahead of startup and enterprise usage of GenAI with a focus on Inferencing costs (trying to make it a game of compute costs vs. model capabilities)What are the 1000 GenAI apps that Amazon has built? (Rufus, Robot package loading? NFL Blitz predictor?Brandon's Top 5 Takeaways:Amazon is the “Everything Store,” AWS is the “Every Service Store”Garmon is the legacy AWS CEO, Jassy is the AWS AI CEOAWS wants everyone to build a chatbot and/or call center app using AWS Bedrock The NOVA foundation models are the AWS answer to OpenAI and Anthroptic. AWS is attempting to build both the models and the AI Chips to run them. Tenuous partnerships with Nvidia and Anthropic. Neither was on stage. AWS will never stop telling us about “Working Backwards”AWS marketing still wants talk about the how rather than the benefit. A long lecture on Nitro and Amazon Aurora DSQL with a lot of discussion about synchronizing clocks.FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

How are the largest VCs viewing the early stages of the AI Era, from the perspective of investment, technology moats, economics, early adoption and future use-cases.  SHOW: 879SHOW TRANSCRIPT: The Cloudcast #879 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:AI Eats the World (Presentation - Benedict Evans)IS SILICON VALLEY STILL THE CENTER OF TECH INNOVATION?Companies are investing tons of moneyBreakthrough results haven't emerged yet (business models, profits)It's not clear that there is a technology moat; but maybe a capital moatModel training costs are expected to rise 5x to 10x - worse economics??Lots of VC investment and vendor 2nd-order investmentsLLM costs are creating marginal cost of software (been since the mainframe)Model quality vs. price is improving, but price of the services (e.g. ChatGPT-Pro) is increasing - how much extra value is being delivered?How will open source impact AI? “If anything in life is certain, semiconductors are cyclical, commodity tech goes to marginal cost, and every new tech produces a bubble.”Today's GenAI question - is it accurate and useful? How can we tell, and how can it improve (or does it need to)?Start with a simple concept - AI gives us unlimited interns - how can you extrapolate that? How would this have been extrapolated for the original internet (create content, translate language, write code, etc.)Use cases are still not easy to see beyond Chatbots (and variants), Coding AssistantsConsulting revenue from GenAI is bigger than technology - and still most/many projects still in trials. Technology can take a long time to adopt - Cloud still only has 30% of workloads (15yrs old)66% of CEO's don't expect their first GenAI app in production until sometime in 2025, 50% at least 2H of 2025.[Shadow AI] SaaS AI will accelerate adoption, if it follows Cloud pattern - external forces are more motivated to attack business “change” than internal teams[Build vs. Ecosystem] Do the LLM vendors become the application vendors? Where does the LLM start and stop (infra, platform, API, apps, etc.)[Learning from the customers] Do the LLM vendors use their knowledge advantage to build the apps? GenAI Apps Categories - Make something better, Replace something, Just do the thing“AI is just whatever is wrong/broken now” - How well does AI understand “broken”Will people be the biggest problem in AI progress? [Decoupling] Looks at global markets for Internet today - ecommerce/retail, food delivery, advertising, media, autonomous driving, [Elevator Example] Automation gets rid of peopleNo real conclusionFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Brian Gracely, Aaron Delp, and Brandon Whichard discuss the top stories in Cloud and AI from November 2024 including the breaking news of Pat Gelsinger's Thanksquitting departure from Intel.SHOW: 878SHOW TRANSCRIPT: The Cloudcast #878 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNETCLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW SPONSOR:Upgrade to the next generation of the cloud.  Oracle Cloud InfrastructureSHOW NOTES:Link to November 2024 news and articlesSEGMENTS COVERED IN THE SHOW:Good Old Fashioned Cloud NewsThe AI Innovation Continues FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

As the AI era emerges, the debate about the best place to live to take advantage of it for your career has started up again. Is Silicon Valley still the best place to live when a new trend starts?SHOW: 877SHOW TRANSCRIPT: The Cloudcast #877 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:The case against living in the Bay area (Forrest Brazeal) Cost of living calculatorBest quality of life cities (US) Best quality of life cities (Europe)Best quality of life cities (Asia)Top 15 Wealth Creating Stocks of last 10 years (Vanguard)IS SILICON VALLEY STILL THE CENTER OF TECH INNOVATION?Amazon, Microsoft, Space X , BYD, TSMC, are not in Silicon ValleyTHE PROS AND CONS OF LIVING IN SILICON VALLEY DURING A BOOM?Density of ideasDensity of people that obsess over technologyWork from Office vs. Work from AnywhereLocation of customers - and physical vs. digitalAbility to make money vs. life changing moneyNon-work considerations (family, non-work activities, etc.)FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod