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SUMMARY: In this episode, Aaron and Brandon tackle the provocative critiques of AI by Ed Zitron, a vocal opponent in the tech industry. They delve into the bear case against AI, exploring both the merits and flaws of Zitron's views.

SHOW: 1052

SHOW TRANSCRIPT: The Enterprise AI Show #1052 Transcript

SHOW VIDEO: https://youtu.be/Fm3T5bT_8CQ

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo

Topic: The Zitron Bear Case — What's Right, What's Wrong?

• Why now? Ed Zitron went on CNBC's Squawk on the Street to lay out his bear case against OpenAI and Anthropic, covering questionable finances, AI's lack of ROI, and framing the whole thing as a symptom of the tech industry running out of hypergrowth ideas. CNBCX
• Past: Every hype cycle gets its designated skeptic — dot-com had its shorts, cloud had its "just a fad" crowd, crypto had its own chorus. Zitron's been running this playbook since the early ZIRP-era "subprime AI crisis" pieces.
• Present: Zitron's specific claims — OpenAI's burn rate math, the "nobody's making money on inference" argument, the case that Anthropic and OpenAI shouldn't be allowed to IPO with the numbers they'd have to report — stack up against actual usage/revenue data Brian and Aaron are seeing in the market. YouTube
• Future: If Zitron's right about the economics, what's the unwind look like? If he's wrong, what is he missing about where value actually accrues (infra, tooling, harnesses vs. raw model access)?

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SUMMARY: We continue our Models and Money series. In this episode, Brian and Aaron explore the current state and future of AI models, focusing on model size, model harnessing, and intelligent model routing. They discuss whether bigger models are always better, the economics of AI, and how enterprise applications can benefit from tailored AI solutions.

SHOW: 1051

SHOW TRANSCRIPT: The Enterprise AI Show #1051 Transcript

SHOW VIDEO: https://youtu.be/tkJmeazn8Bs

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo

Topic: When will the models/harnesses be good enough?

• Why now? Benchmark Maxxing - cost to build/host/maintain 1+ trillion parameter model
• Past: The “wow” moments in versions really stopped around GPT4… (maybe?)
• Present: Race to the top/bottom, millions spent to gain SOTA for a few days
• Future: Will the pendulum swing back? Will bigger/faster always rule?

FEEDBACK?

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SUMMARY: Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard) discuss the biggest AI news stories from the month of July 2026.

SHOW: 1050

SHOW TRANSCRIPT: The Enterprise AI Show #1050 Transcript

SHOW VIDEO: https://youtu.be/9u-uAaQVjXk

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo

SHOW NOTES:

• Links to all the AI News covered in this month’s show

FEEDBACK?

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SUMMARY: Brian speaks with Dave Vellante, Co-Founder/CEO theCUBE, about how AI is changing the entire tech stack, the evolution of systems of intelligence, and how the competitive landscape is forcing companies to make difficult decisions about their AI future.

SHOW: 1049

SHOW TRANSCRIPT: The Enterprise AI Show #1049 Transcript

SHOW VIDEO: https://youtu.be/EgIvsBnZnmg

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo
• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!

SHOW NOTES:

• How AI Stacks are rewriting the Rules of Business

Topic 1 - The new technology stacks being driven by AI. Where is intelligence being built and distributed?

Topic 1a - Where is value in the stack being created and commoditized?

Topic 1b - Where do you see powerful software ecosystems defending themselves and where are they most vulnerable because of AI?

Topic 2 - Alex Karp’s thesis that the harness will generate more value than the models, and owning and managing the harness is a path to enable companies to better control their AI future.

Topic 3 - Is AMD potentially cracking NVIDIA’s monopoly on AI accelerators?

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SUMMARY: Brian and Aaron explore the current state and future of AI models, focusing on model size, model harnessing, and intelligent model routing. They discuss whether bigger models are always better, the economics of AI, and how enterprise applications can benefit from tailored AI solutions.

SHOW: 1048

SHOW TRANSCRIPT: The Enterprise AI Show #1048 Transcript

SHOW VIDEO: https://youtu.be/1IHXNrYlYCA

SHOW SPONSORS:

• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!
• Nasuni - Activate your data for AI and request a demo

Topic: When will the models/harnesses be good enough?

• Why now? Benchmark Maxxing - cost to build/host/maintain 1+ trillion parameter model
• Past: The “wow” moments in versions really stopped around GPT4… (maybe?)
• Present: Race to the top/bottom, millions spent to gain SOTA for a few days
• Future: Will the pendulum swing back? Will bigger/faster always rule?

FEEDBACK?

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SUMMARY: In this episode, Brian Gracely interviews Melissa Rosenthal from Outlever about the intersection of AI, brand, and marketing. They explore how AI impacts trust, brand consistency, and operational efficiency, offering insights for organizations navigating AI adoption.

SHOW: 1047

SHOW TRANSCRIPT: The Enterprise AI Show #1047 Transcript

SHOW VIDEO: https://youtu.be/PEqyOxE9PIw

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo
• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!

RESOURCES:

Outlever

State of Brand Article

KEY TOPICS:

• AI's impact on trust and brand perception
• Operational efficiencies and AI workflows
• Challenges of AI implementation and guardrails
• Measuring ROI and costs of AI
• The importance of brand consistency in AI interactions

TAKEAWAYS

• AI can speed up engineering and operational tasks by 100X.
• Many companies are still in pilot stages with AI, lacking governance.
• Brand consistency is at risk when AI interactions don't align with brand values.
• Experimentation with AI is costly and often lacks clear ROI.
• Organizations need to orchestrate AI workflows across teams for better outcomes.

CHAPTERS/TOPICS:

00:00 Introduction to AI's impact on enterprise and brand

00:30 Melissa Rosenthal's background and Outlever's focus

01:05 The trust issue: AI replacing human interactions

01:55 How AI speeds up workflows and system building

03:00 Risks of AI in customer-facing interactions

04:11 Brand touchpoints and AI's influence on brand perception

05:05 Training AI to reflect brand values

05:59 Responsibility and handling AI mistakes

06:53 Current state of AI governance in companies

08:12 ROI and costs of AI experimentation

08:57 The early stage of AI adoption and lessons learned

10:11 Future outlook: AI in marketing and brand orchestration

10:58 The importance of workflow orchestration across teams

12:03 Bridging the gap between technology and marketing

12:54 The chaos and chaos in AI adoption today

14:03 Risks of homogenized brand messaging with AI

15:02 Predictions for AI in marketing in the next year

16:04 Reorganizing teams around AI outcomes

17:04 The missing link: connecting technology and brand strategy

18:03 Final thoughts and key takeaways

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SUMMARY: Steven Walchek, CEO at Liminal, discusses secure AI enablement for regulated industries and why most enterprises are stuck in perpetual AI pilots. We explore the "agentic cliff" and how Behavioral Agent Automation Platforms (BAAPs) discover and deploy agents by observing how work actually happens.

SHOW: 1046

SHOW TRANSCRIPT: The Enterprise AI Show #1046 Transcript

SHOW VIDEO: https://youtu.be/nVte_ZKDID4

SHOW SPONSORS:

• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!
• Nasuni - Activate your data for AI and request a demo

RESOURCES:

• Liminal AI
• Steven Walchek - LinkedIn

KEY TOPICS:

• Horizontal security for generative AI
• Data privacy and compliance in AI
• Security layers in AI deployment
• Agentic AI and behavioral automation
• Future industry trends in AI security

TAKEAWAYS

• Security for AI must be integrated at the application layer, not just network or perimeter.
• Data privacy concerns are central to AI adoption in regulated industries.
• Organizations need a security layer that supports multi-model, multi-provider AI engagement.
• Behavioral automation and agentic AI require observability and policy enforcement.
• The AI industry is still in early adoption, with significant growth expected in the next five years.

CHAPTERS/TOPICS:

00:00 Introduction and guest introduction

02:09 Steven's background and journey in tech

03:54 The core problem of AI security in regulated industries

07:45 Data privacy concerns and industry challenges

12:01 Liminal's approach to AI security and compliance

15:52 Security at the application layer and network layer

20:02 Agentic AI, behavioral automation, and observability

30:04 Future trends and industry outlook

31:46 How to connect with Liminal and closing remarks

FEEDBACK?

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SUMMARY: On today’s "Models and Markets" - we explore about the FinOps experience from Cloud is having to adapt to the changing demands of Enterprise AI.

SHOW: 1045

SHOW TRANSCRIPT: The Enterprise AI Show #1045 Transcript

SHOW VIDEO: https://youtu.be/Plb88y-IkZY

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo
• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!

SHOW NOTES:

Topic: Finops for AI?

• Why now? Cost of tokens goes up as model performance increases, but still needs subsidies…
• Past: FinOps for Cloud - prices grew out of control, needed centralization for expense management and capital allocation
• Present: TokenMaxxing, the move from per-seat to per-token pricing
• Future: What happens when you can’t afford the Ferrari anymore? Will there be a glut of FinOps for AI startups? What happens when usage is regulated and centralized?

FEEDBACK?

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SUMMARY: Something new - "Models and Markets" - Aaron and Brian explore how recent news and macro trends are causing more companies to explore whether they should Buy, Build or Rent their AI future.

SHOW: 1044

SHOW TRANSCRIPT: The Enterprise AI Show #1044 Transcript

SHOW VIDEO: https://youtu.be/vcroGCXd3N4

SHOW SPONSORS:

• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!
• Nasuni - Activate your data for AI and request a demo

SHOW NOTES:

Topic: Own AI or Rent AI?

• Why now? Fable 5 and GPT 5.6 get restricted in the US
• Past: Private Cloud (on-prem/server huggers) vs. Public cloud vs. gasp hybrid cloud
• Present: OSS Models vs. Big API models
• Future: What happens when the subsidies go away, and rational business practices hit the industry??

FEEDBACK?

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SUMMARY: While we spend a lot of time discussing AI models, we don’t always spend enough time on the challenges of managing the unstructured data used to train, tune, and enable those models.

SHOW: 1043

SHOW TRANSCRIPT: The Enterprise AI Show #1043 Transcript

SHOW VIDEO: https://youtu.be/OAqnuhorMJ4

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo
• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!

SHOW NOTES:

Topic 1 - Welcome to the show. Tell us a bit about your background and where you focus today at Nasuni

Topic 2 - We’ve spent two years talking about models. Are we finally entering the era where the biggest differentiator is data quality rather than model quality?

Topic 3 - When customers inventory their AI-ready data, what surprises them most?

Topic 4 - Where is the intersection of file data, metadata, and RAG systems that augment a company’s AI experience with their own data?

Topic 5 - People talk about AI governance, but isn’t most AI governance actually data governance?

Topic 6 - Are today’s enterprise file systems designed for machine consumers (AI Agents) instead of human consumers?

Topic 7 - What are the economics of data, in your world, as it relates to AI?

Topic 8 - What’s next for enterprise file platforms?

FEEDBACK?

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SUMMARY: Are CEO's frustrated with the lack of control, costs and sovereignty of their AI environments?

SHOW: 1042

SHOW TRANSCRIPT: The Enterprise AI Show #1042 Transcript

SHOW VIDEO: https://youtu.be/xgQv8WP-DNI

SHOW SPONSORS:

• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!
• Nasuni - Activate your data for AI and request a demo

SHOW NOTES:

• Palantir and NVIDIA partnership (June 2026) - first 11 minutes
• Palantir CEO (Alex Karp) on CNBC
• “The VPC Privacy Illusion - Why Private LLMs still expose your data”
• The biggest mistake organizations make isn’t choosing the right model, it’s focusing on models at all (via LinkedIn)
• There’s a level of unhappiness and distrust of the frontier labs from CEOs
• There needs to be an application layer on top of LLMs (e.g. “harness”, Palantir Ontology)
• This application layer prevents the LLMs from learning your business from your data
• “Alpha” is business differentiation (ability to outperform the market)
• He questions why the frontier model labs are charging by tokens and not outcomes (questions the entire AI business model)
• He questions “the true cost” of AI outputs
• He claims that CEOs are now concerned about frontier labs entering the business of the customers - brings up an interesting misunderstanding of how interacting with LLMs works (“we’re safe, it’s deployed in our VPC”)

FEEDBACK?

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SUMMARY: Brian Gracely (@bgracely) and Aron Delp (@aarondelp) discuss the biggest AI news stories from the month of June, 2026.

SHOW: 1041

SHOW TRANSCRIPT: The Enterprise AI Show #1041 Transcript

SHOW VIDEO: https://youtu.be/SXmPOgE5jGk

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo
• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!

SHOW NOTES:

• Links to all the AI News covered in this month’s show

FEEDBACK?

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SUMMARY: As AI within the Enterprise matures, we look at 10 concerns and challenges that are still causing Chief AI Officers to worry about success in the future.

SHOW: 1040

SHOW TRANSCRIPT: The Enterprise AI Show #1040 Transcript

SHOW VIDEO: https://youtu.be/RyB4m17YK_4

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo
• OutShift by Cisco - “Scaling Out Superintelligence” The Internet of Cognition architecture
• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!

SHOW NOTES:

THESIS: After spending time with a number of Enterprise companies, what are a list of challenges and concerns they still have in implementing GenAI across a broad set of use-cases within the Financial Services industry?

1. Everybody started with what was available (e.g. CoPilot)
2. Enterprise implementations (now) aren’t autonomous
3. Rising costs are the looming concern
4. Governance is a rising concern
5. Measurements of improvement are available, but varied
6. Explaining measurements is complicated
7. Explaining trust is more complicated
8. Use-cases are fragmented, but there if you apply the technology, but not always obvious
9. De-centralized (shadow AI) to Centralized to De-centralized (semi-controlled)
10. The learning curves are very asymmetrical across teams
11. Not everyone has access to Mythos or GPT-5.5-Cyber (yet)

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SUMMARY: What does a Forward-Deployed Engineer actually do? And what about deploying AI Harness? Let’s dig into the real-world with these evolving AI concepts and technologies.

SHOW: 1039

SHOW TRANSCRIPT: The Enterprise AI Show #1039 Transcript

SHOW VIDEO: https://youtu.be/QY0fqu2O84M

SHOW SPONSORS:

• OutShift by Cisco - “Scaling Out Superintelligence” The Internet of Cognition architecture
• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!
• Nasuni - Activate your data for AI and request a demo

SHOW NOTES:

• Mozilla Thunderbolt launched
• Mozilla Thunderbolt (homepage)

Topic 1 - Welcome to the show, tell us a bit about your background and what you focus on these days.

Topic 2 - Let’s talk about the role of Forward Deployed Engineer, it’s being talked about a lot, but you’re living in that world now. What problems are FDEs usually tasked with trying to solve, or new things to implement?

Topic 3 - We’ve seen other roles (DevOps, PlatformEng, etc.) that evolved from other roles or skills. What type of background lends itself to success in FDE? What skills are needed going forward?

Topic 4 - You’re also working on some AI harness implementations. What can you tell us about those challenges and the technologies behind the harness?

Topic 5 - At what point does an AI harness make sense for a company? What types of AI challenges typically require those next steps?

Topic 6 - Working in the middle of this evolving AI space, what are some perspectives you’ve gained over the last 6-12 months? What do you wish you knew ahead of time?

FEEDBACK?

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SUMMARY: On Father's Day, how would you explain some of the volatility of the AI market to your father? What advice might he give you to navigate the ups and downs and uncertainties?

SHOW: 1038

SHOW TRANSCRIPT: The Enterprise AI Show #1038 Transcript

SHOW VIDEO: https://youtu.be/T2ZIYLpl_cE

SHOW SPONSORS:

• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!
• Nasuni - Activate your data for AI and request a demo
• OutShift by Cisco - “Scaling Out Superintelligence” The Internet of Cognition architecture

SHOW NOTES:

• Leaked documents show OpenAI is losing billions
• Anthropic’s Fable and Mythos models banned from non-US foreign nationals
• The AI layoff wave is becoming a powder keg
• Professors says AI-related job losses are inevitable

THESIS: On this Father’s Day, with an AI market that often times doesn’t make any sense, I thought about the type of advice that my father gave me over the years and how it would apply to this time of significant change.

• Show up, keep up and shut up
• Make yourself invaluable
• Focus on what you can control
• Be an expert in something
• When in doubt, get closer to people and how money is made
• When things don’t make sense, focus on fundamentals
• Markets can be irrational way longer than you can be solvent
• Try and think a couple steps ahead

FEEDBACK?

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SUMMARY: As tools like Mythos create new AI-cybersecurity concerns, CIOs and CISOs need to be prepared for two challenges: Security Remediation and Patch to Production acceleration.

SHOW: 1037

SHOW TRANSCRIPT: The Enterprise AI Show #1037 Transcript

SHOW VIDEO: https://youtu.be/H5KxoiEIfUo

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo
• OutShift by Cisco - “Scaling Out Superintelligence” The Internet of Cognition architecture
• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!

SHOW NOTES:

• Project Lightwell (Red Hat and IBM)
• Athena (Chainguard)
• Anthropic Project Glasswing
• OpenAI GPT 5.5-Cyber

THESIS: Major initiatives are forming to help enterprise organizations combat security vulnerability threats found or created using new AI-cyber tools such as Anthropic Mythos. What are the key considerations, and what additional steps do organizations need to take to be advantaged by these capabilities?

Part 1

• The Breaking Point and the Mythos Moment
• The scope of open source security and support
• Patches, disclosures and upstream open source
• Clearinghouses, EOs, Laws and Communities
• Remediation - Build vs. Buy

Part 2

• How fast can you get from Patch to Production?
• Mitigation before patching
• Fast path and stable patch pipelines?
• Automation in patching vs. automation in deployment

FEEDBACK?

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SUMMARY: How can CIOs balance innovation and control as they roll our AI capabilities across their organization. How can they balance onboarding, experience, security and flexibility?

SHOW: 1036

SHOW TRANSCRIPT: The Enterprise AI Show #1036 Transcript

SHOW VIDEO: https://youtu.be/ZgkMF7G3Yfo

SHOW SPONSORS:

• OutShift by Cisco - “Scaling Out Superintelligence” The Internet of Cognition architecture
• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!
• Nasuni - Activate your data for AI and request a demo

SHOW NOTES:

• Andy Weir (The Martian) on Eps. 193
• Systems of Record Won the SaaS Era - Clearinghouses Will Win the Agents Era
• Harness Engineering is where Enterprise AI becomes real

THESIS: It comes up as different control points, but CIOs are ultimately trying to figure out how to get the value from Enterprise AI while delivering a set of consistency across different teams and use-cases. Let’s explore what this “Enterprise Harness” is starting to look like.

• Enterprise Clearinghouse
• Enterprise Intelligence (a.k.a. Middleware)
• Enterprise Catalog - Models as a Service, Agents as a Service
• Enterprise Skills or Shareable Prompt Harnesses
• Symantec Routing to Models
• AI Gateway Controls

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SUMMARY: If the cost of public AI continues to rise, because of various market shortages, should CIOs start looking at backup plans to better own their AI journeys and futures?

SHOW: 1035

SHOW TRANSCRIPT: The Enterprise AI Show #1035 Transcript

SHOW VIDEO: https://youtu.be/ngBBpP2Lgdo

SHOW SPONSORS:

• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!
• Nasuni - Activate your data for AI and request a demo
• OutShift by Cisco - “Scaling Out Superintelligence” The Internet of Cognition architecture

SHOW NOTES:

THESIS: Between pending IPOs (Wall St. demands), high user-demand, GPU/TPU shortages, Data Center shortages, Model prices increasing (open models fading away), the cost of using AI is going to get more expensive over time. Should CIOs start thinking about a Backup plan to their current AI adoption that has lower cost alternatives?

Topic 1 - Assuming you could get access to GPUs/TPUs/Accelerators, and suitable data center space to host them, what would be your thinking as a CIO if you felt like you needed to own some aspect of your AI roadmap/journey?

Topic 2 - Assuming the normal “Shadow AI” backlash that you’d receive for offering something that wasn’t “frontier” level, how would you go about trying to communicate that within your organization?

Topic 3 - What metrics or KPIs would you initially target to try and get buy-in that your approach was acceptable and moving towards the company goals?

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SUMMARY: When we get to the end of 2026, how will enterprise companies be measuring the success of their AI projects? And how well will their teams be sharing their AI learning curves?

SHOW: 1034

SHOW TRANSCRIPT: The Enterprise AI Show #1034 Transcript

SHOW VIDEO: https://youtu.be/TvIFwNN-6ck

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo
• OutShift - “Scaling Out Superintelligence” The Internet of Cognition architecture
• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!

SHOW NOTES:

• Why AI Economics are changing
• How will team collaboration evolve with Enterprise AI?

Topic 1 - How do we measure AI-adoption success?

• Number of workloads?
• Financial metrics (Spend, ROI, Costs-Saved, etc.)?
• Speed improvements?
• People-level?

Topic 2 Right now the AI tools are very individual-centric

• The machinery to share, even at the basic enterprise-level, is very difficult
• The experience to share is non-deterministic, just as everyone’s working style is different.

Topic 3 - The motivation to share is still unknown.

• How do you encourage collaboration when so many companies are laying off people, or the specter of that happening is growing?
• What was the motivation before (team goals?) and how does that change now?
• People don’t want to be monitored, so how does a manager have visibility?
• What happens when companies remove the managers (“the counters”)?

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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, Chief Strategy Officer at Cerebras AI

SHOW: 1033

SHOW TRANSCRIPT: The Enterprise AI Show #1033 Transcript

SHOW VIDEO: https://youtu.be/ed2nVbOtZiA

SHOW SPONSORS:

• OutShift - “Scaling Out Superintelligence” The Internet of Cognition architecture
• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!
• Nasuni - Activate your data for AI and request a demo

SHOW NOTES:

• OpenAI announces 750MW partnership with Cerebras
• Cerebras and AWS partnership
• Cerebras announces IPO

Topic 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?

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SUMMARY: The biggest enterprise AI question is which organization can most effectively operationalize, govern, and economically scale AI agents across the business.

SHOW: 1032

SHOW TRANSCRIPT: The Enterprise AI Show #1032 Transcript

SHOW VIDEO: https://youtu.be/GsK_RUnYroI

SHOW SPONSORS:

• ShareGate - ShareGate Protect. Microsoft 365 Governance. We got this.
• Nasuni - Activate your data for AI and request a demo

SHOW 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 etc

Key Topics

1. This isn’t a Coding-specific problem. Every team has this issue.

2. If your processes weren’t well defined and enforced before, they will be worse now

3. Not it’s not just process standardization, but “buy-in” standardization

4. Everything moves so fast, so managers don’t have the answers (yet)

5. AI value is being created bottom-up, but paid for (and mandated) top-down

6. The current measurements aren’t useful (tokenmaxxing, all-or-nothing, etc.)

7. The governance tools don’t exist yet.

8. And it’s not clear that anyone wants them. They didn’t want them before.

9. How do you even define governance? What’s the baby step before that, reuse and basic sharing?

10. Are we ready to invest in “Centers of Excellence” again?

11. We under-estimate the “creativity” element in human buy-in.

12. Is success measured in improvement or replacement?

13. How much of that did “you” do? We don’t know how to measure that.

14. We haven’t lived through an AI-centric promotion cycle yet

15. Bottom-up and Top-down need to find some common language and middle ground.

16. Have they walked a mile in each other’s shoes yet (or lately)?

17. How to bring a reality to the hype vs. demands vs. learning curve?
18. How long is an AI-centric cycle vs. a pre-AI-centric cycle?

FEEDBACK?

• Email: show @ the enterprise ai show dot come
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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: 1031

SHOW TRANSCRIPT: The Reasoning Show #1031 Transcript

SHOW VIDEO: https://youtu.be/MNihDdBSteI

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo
• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!

SHOW NOTES:

• Links to all the AI News covered in this month’s show

FEEDBACK?

• Email: show @ the enterprise ai show dot come
• Bluesky: @TheEntAIShow.bsky.social
• Twitter/X: @TheEntAIShow
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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: 1030

SHOW TRANSCRIPT: The Enterprise AI Show #1030 Transcript

SHOW VIDEO: https://youtu.be/acOBfRI0P3U

SHOW SPONSORS:

• ShareGate - ShareGate Protect. Microsoft 365 Governance. We got this.
• Nasuni - Activate your data for AI and request a demo

SHOW 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

2. Massive CAPEX vs low end-user pricing

3. Generous enterprise bundles

4. Frontier model access for $20/month

5. The Hidden Economics of AI Agents -

6. Agents consume exponentially more inference

7. Tool orchestration, retries, memory, verification

8. Why Frontier Labs Are Shifting Focus

9. From benchmark supremacy to orchestration

10. Governance, memory, connectors, MCP, workflows

11. Forecasting AI Pricing

12. 12 Months:

    • Commodity inference gets cheaper -
    • Frontier reasoning remains premium
13. 24 Months:
    • AI billing resembles AWS-style infrastructure billing
    • Runtime, memory, latency and orchestration become billable
14. 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 economics

Key Conclusions

1. AI probably was subsidized
   The economics strongly suggest adoption-first pricing.

2. The subsidy era may be ending
   Premium tiers and metered pricing are emerging.

3. AI agents fundamentally alter economics
   Usage scales exponentially with autonomy.

4. Commodity AI and frontier reasoning are separating
   One becomes cheap.
   One becomes premium.

5. The real battle is moving upward in the stack
   The future moat may be:

6. orchestration

7. governance
8. workflows
9. enterprise context
10. operational tooling

Final 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?

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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.ai

SHOW: 1029

SHOW TRANSCRIPT: The Enterprise AI Show #1029 Transcript

SHOW VIDEO: https://youtu.be/Lc3XS44Ixg4

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo
• ShareGate - 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?

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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 ShareGate

SHOW: 1028

SHOW TRANSCRIPT: The Enterprise AI Show #1028 Transcript

SHOW VIDEO: https://youtu.be/sgqg7uqErA0

SHOW SPONSORS:

• ShareGate - ShareGate Protect. Microsoft 365 Governance. We got this.
• Nasuni - Activate your data for AI and request a demo

SHOW NOTES:

• Nearly 1 in 3 Organizations Report AI-Driven Data Exposure Incidents
• Other 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 come
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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: 1027

SHOW TRANSCRIPT: The Enterprise AI Show #1027 Transcript

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo
• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!

SHOW NOTES:

• Reviewing the Major AI Vendors

FEEDBACK?

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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 AI

SHOW: 1026

SHOW TRANSCRIPT: The Reasoning Show #1026 Transcript

SHOW VIDEO: https://youtu.be/satMQRxKQC8

SHOW SPONSORS:

• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!
• Nasuni - Activate your data for AI and request a demo

SHOW NOTES:

1. AI’s Hidden Constraint: Power

2. AI growth is no longer limited only by GPUs and compute

3. Power generation, cooling, and grid interconnects are emerging as major bottlenecks

4. Data centers could account for 10–12% of North American power demand in coming years

5. Why Data Centers Are Being Reimagined

6. Traditional data centers were built for enterprise IT, not AI-scale workloads

7. AI infrastructure introduces:

   • Massive power density needs
   • Advanced cooling challenges

8. The Grid Wasn’t Built for AI

9. Utilities are designed around peak demand scenarios

10. Most grids run well below peak capacity most of the time
11. AI workloads create volatile and unpredictable consumption patterns

12. Long interconnection timelines are pushing companies toward alternative infrastructure models

13. GPU Utilization Is Surprisingly Low

14. GPU clusters are often underutilized because of:

    • Scheduling inefficiencies, Cooling limitations, SLA constraints
    • Effective GPU utilization may be as low as 12–13% in some environments

15. Cooling as a Major Optimization Layer

16. Legacy data centers often cool entire zones inefficiently

17. Pado AI aligns
18. AI workloads, Cooling systems, Power allocation

19. Workload-aware orchestration helps optimize cooling and compute efficiency

20. The Rise of “Compute Forecasting”

21. Pado forecasts compute demand instead of energy demand

22. The platform models:

    • GPU workloads, Power consumption, Cooling requirements, SLA priorities
    • Goal: maximize “compute per megawatt”

23. AI Workloads Become Time-Aware

24. AI providers may increasingly:

    • Shift workloads to off-peak periods
    • Incentivize delayed non-urgent jobs
    • Dynamically balance compute demand
    • Users are already seeing variable inference latency in real-world AI systems

25. Sustainability vs Reliability vs Profitability

26. Operators must balance:

    • Uptime expectations, Infrastructure costs, Sustainability goals
    • Renewable adoption is growing, but reliability still drives investment in natural gas and battery-backed systems

27. Brownfield vs Greenfield Opportunities

28. Pado AI is focused primarily on existing (“brownfield”) data centers

29. Existing enterprise infrastructure can often be extended and optimized instead of rebuilt
30. Enterprises may gain significant AI capability without hyperscale GPU deployments

FEEDBACK?

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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: 1025

SHOW TRANSCRIPT: The Reasoning Show #1025 Transcript

SHOW VIDEO: https://youtu.be/Gl-49dmAgBs

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo
• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!

SHOW NOTES:

• Links to all the AI News covered in this months show

FEEDBACK?

• Email: show @ the enterprise ai show dot come
• Bluesky: @TheEntAIShow.bsky.social
• Twitter/X: @TheEntAIShow
• Instagram: @TheEntAIShow

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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 Talk

SHOW: 1024

SHOW TRANSCRIPT: The Reasoning Show #1024 Transcript

SHOW VIDEO: https://youtu.be/BjT_HKhOcRE

SHOW SPONSORS:

• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!
• Nasuni - Activate your data for AI and request a demo

SHOW NOTES:

Brian’s Picks

1. Google
2. Major AI-centric IPO in 2026 ($1T valuation)
3. Amazon (cloud)
4. Company has more Agents that Employees
5. TSMC (hardware)
6. AMD (hardware)
7. Family asks about AI at the holidays
8. Data center issue causes a significant change to human existence

Brandon’s Picks

1. Anthropic
2. NVIDIA
3. Broadcom
4. OpenAI (frontier model)
5. AI Consumption-based pricing (end of subsidies)
6. AI Energy Demand
7. The end of “vibe-coding”
8. Sam Altman out at CEO of OpenAI

FEEDBACK?

• Email: show @ the enterprise ai show dot come
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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 Sailplane

SHOW: 1023

SHOW TRANSCRIPT: The Reasoning Show #1023 Transcript

SHOW VIDEO: https://youtu.be/q50s0oL37pQ

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo
• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!

SHOW NOTES:

• Halt and Retool (presentation)
• OpenAI Harness Engineering

• Anthropic Harness Engineering

• The “Halt and Retool” Moment

• A single-day build and deployment of a production feature triggered a company-wide realization

• Paused all development to reassess how AI fundamentally changes engineering workflows

• Creating “shock moments” (like stopping work) is key to driving mindset shifts

• From Coding to Agent Orchestration

• Developers are shifting from writing code → managing AI agents

• Work resembles “multi-boxing” or conducting an orchestra of parallel agents

• Success depends on coordinating tasks, not executing them directly

• The Rise of Harness Engineering

• Defined as everything between raw AI prompts and production-ready output

• Focus: eliminating friction across the software development lifecycle

• Key practices:

  • Logging agent errors and friction points
  • Continuously refining workflows and tooling
  • Letting AI reflect on and improve its own mistakes

• Spec-Driven Development Becomes Critical

• Poor specifications lead to exponential inefficiencies

• Teams now spend significantly more time on design and specs than coding

• Measuring the Impact

• ~3x increase in code velocity

• Near-zero “bit rot”

• Faster feature delivery—sometimes within 24 hours

• Token Maxing & Developer Fitness

• Higher token usage often signals better workflows and deeper integration with AI

• Performance becomes about system design, not efficiency constraints

• New Tools & Interfaces

• Increased use of voice interfaces over typing

• Terminal-first workflows replacing traditional IDE-centric approaches

• AI-accessible knowledge bases becoming standard

• The Future of Software Engineering

• Within ~6 months: developers may stop writing code

• Within ~12 months: developers may stop reading code
• Focus shifts to:
  • Intent, design, and orchestration. Domain expertise and problem modeling

FEEDBACK?

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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: 1022

SHOW TRANSCRIPT: The Reasoning Show #1022 Transcript

SHOW VIDEO: https://youtu.be/9Q0kWkTYRs8

SHOW SPONSORS:

• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!
• Nasuni - Activate your data for AI and request a demo

SHOW NOTES:

• Chainguard Factory 2.0
• DriftlessAF

Scaling Challenges & “Factory” Evolution

• Early automation relied on tools like GitHub Actions
• At scale, simple systems broke due to:
  • Massive event volumes
  • API rate limits (e.g., GitHub quotas)
  • Exponential fan-out effects
• Key innovation: custom work queue + reconciliation model
  • ~90% event deduplication
  • Controlled throughput and backpressure
  • Improved reliability and system stability
• Introduced Driftless
• Built on reconciliation principles (inspired by Kubernetes):
  • Compare desired vs. actual state
  • Continuously reconcile differences
• Benefits:
  • Resilience to missed events
  • Automatic retries and recovery
  • Scales better than purely event-driven systems

AI Agents in Software Development

• AI is dramatically accelerating development workflows
• Chainguard uses agents to:
  • Remediate vulnerabilities (CVEs)
  • Update dependencies
  • Fix failing tests and adapt to upstream changes

Key Design Philosophy

• Least privilege → “least tool call”
  • Avoid giving agents full system access
  • Provide narrowly scoped tools for specific tasks
• Delegate execution to sandboxed systems (e.g., CI pipelines)
• Focus on safe, controlled automation

Industry Shift: Velocity vs. Security

• Explosion of AI-driven tools (e.g., autonomous PR generation)
• Massive increase in development velocity
• New risks:
  • Poorly secured agent frameworks
  • Malicious or unsafe automation patterns

Key Takeaways

1. Scale changes everything
   • Simple systems break under massive workloads
   • Purpose-built infrastructure becomes necessary
2. Reconciliation > pure event-driven systems at scale
   • More resilient, predictable, and controllable
3. AI is a force multiplier—but requires guardrails
   • Unrestricted agents introduce serious risk
   • Constrained, purpose-built agents are safer and more effective
4. Continuous learning is mandatory
   • AI tooling is evolving too fast for static skillsets
   • Teams must actively experiment and adapt

FEEDBACK?

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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 Utilidata

SHOW: 1021

SHOW TRANSCRIPT: The Reasoning Show #1021 Transcript

SHOW VIDEO: https://youtu.be/ItcpU8UjOFE

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo
• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!

SHOW NOTES:

• Utilidata (homepage)
• AI Data Center to Receive 50% Capacity Boost with AI Power Orchestration

KEY TOPICS:

• Differences between grid power dynamics vs. AI workloads
• Edge AI for real-time power flow optimization
• Unlocking stranded capacity in existing infrastructure
• “4-to-make-3” vs. “4-to-make-4” data center design
• AI training vs. inference power consumption patterns
• Role of NVIDIA-powered edge compute modules
• Grid modernization and coordination with utilities
• Security and resilience in critical infrastructure

KEY MOMENTS:

• From centralized AI models to edge-based decision-making
• Defining efficiency: utilization vs. thermal performance
• Why AI workloads aren’t as constant as they seem
• NVIDIA partnership and edge compute in power systems
• Using redundancy to increase usable capacity
• Increasing density of AI compute and hidden capacity
• Data center vs. utility responsibilities
• Addressing data center bottlenecks and scaling challenges
• Customer landscape: hyperscalers to enterprise
• Security, resilience, and critical infrastructure

KEY 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 challenge
• Real-time, edge-based control systems are key to scaling sustainably
• Existing grid and data center investments can go further with smarter orchestration
• The future of AI scaling depends on aligning compute innovation with energy intelligence

FEEDBACK?

• Email: show @ the enterprise ai show dot come
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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 Torii

SHOW: 1020

SHOW TRANSCRIPT: The Reasoning Show #1020 Transcript

SHOW VIDEO: https://youtu.be/AUrh_xICPzM

SHOW SPONSORS:

• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!
• Nasuni - Activate your data for AI and request a demo

SHOW 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?

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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 Talk

SHOW: 1019

SHOW TRANSCRIPT: The Reasoning Show #1019 Transcript

SHOW VIDEO: https://youtu.be/q0mksIKcBzk

SHOW SPONSORS:

• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!
• Nasuni - Activate your data for AI and request a demo

SHOW NOTES:

• The New Kingmakers (Stephen O’Grady - 2014)
• Developer Growth Rates

[Via ChatGPT] A useful way to think about it:

• Typing code → mostly commoditized
• Designing systems → partially assisted
• Owning outcomes → still very human

Topic 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 reduction

Topic 2a - Business people have unlimited ideas, and most ideas are money + tech

• What 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?

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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 Pinecone

SHOW: 1018

SHOW TRANSCRIPT: The Reasoning Show #1018 Transcript

SHOW VIDEO: https://youtu.be/-kZZEMR341Q

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo
• ShareGate - 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?

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SUMMARY: Discover how AI is transforming software development and what it means for engineering leaders.

GUEST: Jeff Keyes, Field CTO at AllStacks

SHOW: 1017

SHOW TRANSCRIPT: The Reasoning Show #1017 Transcript

SHOW VIDEO: https://youtu.be/cXPu8iWeB0k

SHOW SPONSORS:

• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!
• Nasuni - Activate your data for AI and request a demo

SHOW 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?

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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 Traversal

SHOW: 1016

SHOW TRANSCRIPT: The Reasoning Show #1016 Transcript

SHOW VIDEO: https://youtu.be/hF3MCRDhMno

SHOW SPONSORS:

• Nasuni - Activate your data for AI and request a demo
• ShareGate - 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?

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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: 1015

SHOW TRANSCRIPT: The Reasoning Show #1015 Transcript

SHOW VIDEO: https://youtu.be/IQaxE-DjIpo

SHOW SPONSORS:

• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!
• Nasuni - Activate your data for AI and request a demo

SHOW NOTES:

• The future of service belongs to self-improving AI

Topic 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?

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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: 1014

SHOW TRANSCRIPT: The Reasoning Show #1014 Transcript

SHOW VIDEO: https://youtu.be/XwyAC-hxOQY

SHOW SPONSORS:

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SHOW NOTES:

• Links to all the AI News covered in this months show

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SUMMARY: With @bwhichard, we dig into how daily work-life changes when you make @AnthropicAI @claudeai the center of all workflow activities.

SHOW: 1013

SHOW TRANSCRIPT: The Reasoning Show #1013 Transcript

SHOW VIDEO: https://youtu.be/zEmEH0t67js

SHOW SPONSORS:

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SHOW 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?

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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: 1012

SHOW TRANSCRIPT: The Reasoning Show #1012 Transcript

SHOW VIDEO: https://youtu.be/aXOr91q76yM

SHOW SPONSORS:

• VENTION - Ready for expert developers who actually deliver?
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SHOW NOTES:

• NVIDIA GTC 2026 (Keynote)
• NVIDIA NemoClaw - OpenClaw + OpenShell + NVIDIA Agent Toolkit
• NVIDIA adds Groq LPU to their rack systems
• NVIDIA to invest $26B in Open Weight Models
• Interview 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 model

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SUMMARY: Morgan Foster talks about the Kagenti project, which enables an AI Agent agnostic framework for security, authentication, identity and zero-trust.

SHOW: 1011

SHOW TRANSCRIPT: The Reasoning Show #1011 Transcript

SHOW VIDEO: https://youtu.be/djFZruLEDiw

SHOW 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?

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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: 1010

SHOW TRANSCRIPT: The Reasoning Show #1010 Transcript

SHOW VIDEO: https://youtu.be/tFyLlCnkbsM

SHOW SPONSORS:

• VENTION - Ready for expert developers who actually deliver?
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SHOW NOTES:

WHY THE NEED FOR A CODE RED?

• Velocity of Code (new companies)
• Velocity of Productivity (employees)
• Velocity of Analysis (strategy)
• AgentOps
• Token Factories
• Devs for Business, Re-Wiring the Concept of Business Analyst

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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: 1009

SHOW TRANSCRIPT: The Reasoning Show #1009 Transcript

SHOW VIDEO: https://youtu.be/7xARBtgiMQg

SPONSORS:

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SHOW NOTES:

• OpenClaw - Personal AI Assistant
• OpenClaw - Reddit
• OpenClaw, 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.

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Erwan Menard - SVP Product Management @CrusoeAI talks about the evolution of NeoClouds, the challenges of matching the speed of data centers, GPUs and software, and how everything is evolving to megawatts and tokens.

SHOW: 1008

SHOW TRANSCRIPT: The Reasoning Show #1008 Transcript

SHOW VIDEO: https://youtu.be/eA8vpPmSW0Y

SPONSORS:

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SHOW 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?

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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: 1007

SHOW TRANSCRIPT: The Reasoning Show #1007 Transcript

SHOW VIDEO: https://youtu.be/4tdj0S0AyhM

SHOW SPONSOR:

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SHOW 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 tasks
• Languages and frameworks
• Ability to orchestrate multiple agents
• Human-in-the-Loop vs. Autonomous
• Other?

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 READING

• Building Effective Agents" by Anthropic: designing agents with tools, memory, reasoning loops
• A Comprehensive Review of AI Agents: how agents perceive, reason, decide, act
• Top 20 AI Agent Concepts You Should Know: covering ReAct, Chain of Thought, memory types
• AI Agents in Action: Foundations for Evaluation and Governance: structured foundation for safety aspects of agent deployment

Essential Viewing

• AI Agentic Design Patterns w/ AutoGen: build autonomous agents that use tools
• AI Agent Systems w/ crewAI: orchestrating teams of agents
• LangGraph Course: how to build stateful, reliable agents

Frameworks & Tools

• LangGraph: standard for complex, stateful agents (nodes, edges, loops)
• CrewAI: Best for structured task delegation and multi-agent collaboration
• AutoGen: Microsoft's framework for multi-agent conversational systems
• Model Context Protocol (MCP): standard for connecting agents, tools, data
• n8n: no-code/low-code visual agent building

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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: 1006

SHOW TRANSCRIPT: The Cloudcast #1006 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"

SHOW NOTES:

• Link to February 2026 News and Articles

FEEDBACK?

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Aaron and Brian discuss how The Cloudcast will be changing going forward, signaling an industry shift from Cloud Computing to AI.

SHOW: 1005

SHOW TRANSCRIPT: The Cloudcast #1005 Transcript

SHOW 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 logo
• Some 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 now
• Cloud has become mostly stable, AI is at the beginning and so much is changing
• We’re not abandoning Cloud, just giving it the amount of coverage needs (monthly Cloudcast, monthly CNOTM)
• Social media algorithms have changed audience acquisition

Topic 3 - Hasn’t The Cloudcast already been covering AI for a while?

• Yes, it’s been about 50/50 since 2024
• We’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 Sunday
• Both 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 exclusively
• AI Technology, AI Economics, AI Trends, AI (Business) Use-Cases, AI Things to Watch, AI Productivity, AI Regulation
• We’ll still do a “Cloudcast” once a month, as the Cloud underpins almost everything AI
• We’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 podcast
• Subscribe to the social media channels (show notes)
• Leave a 5-star review on the podcast players
• Tell a friend to check out the show

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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: 1004

SHOW TRANSCRIPT: The Cloudcast #1004 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

CHAPTERS

00:00 - Celebrating Milestones and AI Insights

02:48 - The Cost of AI Agents and Realizations

06:05 - Centralization vs. Decentralization in AI

08:51 - The Evolution of AI Economics

12:03 - Future Trends in AI and Project Management

14:52 - Connecting AI to Real-World Economics

KEY TOPICS:

• AI agent costs and pricing models
• The shift from centralized to decentralized computing
• Token budgets and project economics in AI
• Historical transitions in computing infrastructure
• Future trends in AI project management

SHOW NOTES

• When 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 month
• Can AI grow corn?

WE'VE REACHED A POINT WITH AI WHERE PEOPLE ARE STARTING TO THINK ABOUT THE BUSINESS IMPACTS

• How 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?

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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: 1003

SHOW TRANSCRIPT: The Cloudcast #1003 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

• Last Week in AI Podcast #234
• Artificial Analysis.AI
• Opus 4.6 Release
• GPT Codex 5.3 Release
• GLM-5 Release
• OpenAI Preparedness Framework
• Sam’s Tweet that 5.3 Codex hit “high” ranking for cybersecurity
• Fortune Article on 5.3 high ranking

TAKEAWAYS

• The 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.

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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: 1002

SHOW TRANSCRIPT: The Cloudcast #1002 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"

A FLY ON THE WALL IN 3 ROOMS IN 2026

• Room1 - NVIDIA’s M&A Room (Chips, Software Stack, Hosting Services, Agentic Tools, etc.)
• Room 2 - Anthropic’s Agentic Vision
• Room 3 - TSMC’s 2028-2030 Planning

FEEDBACK?

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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: 1001

SHOW TRANSCRIPT: The Cloudcast #1001 Transcript

SHOW 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?

• Economics
• Politics
• Technology
• Regulations
• Partnerships
• Buying Patterns
• Usage Patterns
• Devices
• Job Creation/Destruction

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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: 1000

SHOW TRANSCRIPT: The Cloudcast #1000 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"

SHOW NOTES:

• Chainguard introduces Factory 2.0
• On running a startup of Claude Code agents
• Agentic Product Development and the Theory of Constraints
• Software Abundance

HOW 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?

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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: 999

SHOW TRANSCRIPT: The Cloudcast #999 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW NOTES

• The 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?

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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: 998

SHOW TRANSCRIPT: The Cloudcast #998 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW NOTES

• AWS European Sovereign Cloud
• Azure European Sovereign Services
• Google Cloud Sovereign Cloud
• Red Hat Digital Sovereignty
• Broadcom Digital Sovereignty
• Oracle Digital Sovereignty
• Digital 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 met
• Technical 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?

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Aaron Delp (@aarondelp), Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from January 2026.

SHOW: 997

SHOW TRANSCRIPT: The Cloudcast #997 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

• Link to January 2026 News and Articles

FEEDBACK?

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Following on the discussion of the Cloud 1.0 to Cloud 2.0 transition, we explore what that future cloud might look like.

SHOW: 996

SHOW TRANSCRIPT: The Cloudcast #996 Transcript

SHOW 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?

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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: 995

SHOW TRANSCRIPT: The Cloudcast #995 Transcript

SHOW 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 net
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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: 994

SHOW TRANSCRIPT: The Cloudcast #994 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW NOTES

• AWS 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 company
• Cloud isn’t just public cloud
• A CIA cloud isn’t a Gov cloud isn’t your Enterprise Cloud
• Multi-cloud is a real thing that needs technology
• Google, the people that invented “cloud” are a real company in cloud
• Defining cloud by purity, or IaaS/PaaS/SaaS terms doesn’t really matter
• Does 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?

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Adam Kamor (@tonicfakedata, Founder & Head of Engineering) talks about building RAG (Retrieval Augmented Generation) systems in production for AI data.

SHOW: 992

SHOW TRANSCRIPT: The Cloudcast #992 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

• Tonic.ai website
• Tonic Validate Product Page
• Tonic Validate GitHub

Topic 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?

FEEDBACK?

• Email: show at the cloudcast dot net
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FEEDBACK?

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Peter Zairsev (@PeterZaitsev, Founder of @Percona) talks about the history of OSS databases, and how AI is reshaping the demands on modern databases.

SHOW: 991

SHOW TRANSCRIPT: The Cloudcast #991 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

• Percona website

Topic 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?

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FEEDBACK?

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Aaron Delp (@aarondelp), Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from December 2025.

SHOW: 990

SHOW TRANSCRIPT: The Cloudcast #990 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

• Link to December 2025 News and Articles

FEEDBACK?

• Email: show at the cloudcast dot net
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FEEDBACK?

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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: 989

SHOW TRANSCRIPT: The Cloudcast #989 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK 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 Areas
• NVIDIA customer profitability
• Companies moving to GOOG TPUs
• Enterprise success beyond CoPilot/Gemini
• Enterprise data+model trainability
• Enterprise price hikes
• Broadcom, AMD, Groq - alternative HW options
• Data Center buildouts
• Does AI spending shift
• What is Agentic AI?
• Long term spending + short term refocuses

PREDICTIONS:

• 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 OpenAI
• AI will be a central issue in the 2026 US elections, either about job losses or electricity prices
• One major LPU/TPU/dedicated inference chip will break through in 2026
• Azure 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 security
• Gemini will dominate the consumer/prosumer space, OpenAI will go through the trough of disillusionment
• The industry will shift to a base/instruct and a reasoning split of models
• AWS and Azure will double down on being a solutions provider instead of a primitive supplier for AI and infrastructure

FEEDBACK?

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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: 988

SHOW TRANSCRIPT: The Cloudcast #988 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW NOTES

IT WAS AN INTERESTING YEAR IN CLOUD AND AI TECHNOLOGY

• AI has become a mainstream technology, political and social talking point
• AI went through 7yrs of news cycles in 1 yr
• DeepSeek - Maybe NVIDIA chips aren’t needed?
• NVIDIA acquihired Grok and their technology
• Maybe AWS’ lead in the cloud is now in question
• Google got their act together with GenAI, after inventing the technology in 2017
• Microsoft and OpenAI sort of broke up, or at least they are seeing other people
• OpenAI forecasts 100x their current revenue in future computing needs
• The US Gov’t either bailed out, or socialized Intel
• Bitcoin - 94k, up to 125k, down to 84k

FEEDBACK?

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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: 987

SHOW TRANSCRIPT: The Cloudcast #987 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

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)
• CLOUD & AI NEWS OF THE MONTH - FEB 2025 (show)
• CLOUD & AI NEWS OF THE MONTH - JAN 2025 (show)

2025 AI YEAR IN REVIEW

• The Year of OpenAI
• The Year of NVIDIA
• The Year of Microsoft
• The Year of Google
• The Year of Oracle
• The Year of China AI
• The Year of Apple
• The Year of Coding Agents (Anthropic, Cursor, Windsurf, CLIs, etc..)
• The Year of Data Centers
• AI Highlights and Lowlights (Corporate Layoffs, Acquihires, Funding, etc..)
• 2026 AI Draft

FEEDBACK?

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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: 986

SHOW TRANSCRIPT: The Cloudcast #986 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW NOTES

• Planning for AGI and Beyond (OpenAI)
• Machines of Loving Grace (Anthropic)
• Microsoft and Google has different visions/opinions on AGI
• Amazon reorganizes around new AGI team reporting to Andy Jassy
• Mistral CEO says that AGI is a marketing move
• AGI is defined by an independent committee in new Microsoft and OpenAI agreement
• Why 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 access
• The % of people with a smartphone
• The % 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 AGI
• What 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?

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FEEDBACK?

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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: 985

SHOW TRANSCRIPT: The Cloudcast #985 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK 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)
• CLOUD & AI NEWS OF THE MONTH - FEB 2025 (show)
• CLOUD & AI NEWS OF THE MONTH - JAN 2025 (show)

2025 CLOUD YEAR IN REVIEW

• Cloud of the year
• Cloud concept of the year (non-AI)
• Cloud memory of the year
• Cloud revenues in 2025
• Are 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?

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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: 984

SHOW TRANSCRIPT: The Cloudcast #984 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK 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 NOTES

• OpenAI looks to train their models to replace junior bankers

WHAT 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 context
• Train 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?

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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: 983

SHOW TRANSCRIPT: The Cloudcast #983 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.
• [Mailtrap] Try Mailtrap for free

SHOW NOTES:

• Hitachi Vantara (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?

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FEEDBACK?

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The PaaS of the future probably doesn't look anything like the PaaS of the past. AI should help bring in an era where we can abstract much more than just infrastructure to align technology and business.

SHOW: 982

SHOW TRANSCRIPT: The Cloudcast #982 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK 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 NOTES

• Vercel v0
• Building 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 specific
• Cloud specific
• Abstracting the infrastructure and security

FEEDBACK?

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Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from November 2025.

SHOW: 981

SHOW TRANSCRIPT: The Cloudcast #981 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.
• [Mailtrap] Try Mailtrap for free

SHOW NOTES:

• Link to November 2025 News and Articles

FEEDBACK?

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As the Thanksgiving weekend passes, let's look at some technology things that we're thankful for and excited about.

SHOW: 980

SHOW TRANSCRIPT: The Cloudcast #980 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK 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”.
• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast

SHOW NOTES

THINGS TO BE THANKFUL FOR:

• Thankful for health
• Happy Birthday to ChatGPT
• The feature on an iPhone that remembers the code sent in an SMS message
• Role playing, brain storming, scenario planning on ChatGPT/Gemini
• Tools like Vercel that let non-programmers use AI to build apps (the future of PaaS)
• Tools like NotebookLM making complex stuff like LLM training, RAG patterns,
• True competition in the cloud market as differentiation emerges
• The beginnings of alternatives to NVIDIA in the AI HW Acceleration market
• The evolution of wearables like fitness trackers, or AirPods (better sound quality, noise cancelling, language translation, etc.)

FEEDBACK?

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FEEDBACK?

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Evan Kaplan (@EvanKaplan, CEO @InfluxDB) talks about Physical AI and the evolving and emerging technologies required to bring AI to physical locations and activities.

SHOW: 979

SHOW TRANSCRIPT: The Cloudcast #979 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.
• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
• [Mailtrap] Try Mailtrap for free

SHOW NOTES:

• InfluxData homepage
• Evan on The Cloudcast #394
• SpaceNews article on Time Series and AI in Space
• Time Series is critical to Physical AI

Topic 1 - Welcome back to the show, Evan. Give everyone a brief introduction.

Topic 2 - We last spoke in 2019, and our goal with that show was to give everyone an introduction to time series databases. There’s a link in the show notes for those who want to go back and get a refresher. But, if folks aren’t up to speed, give everyone a quick definition of time series and its impacts in recent years

Topic 3 - First, we need to discuss Physical AI. What is Physical AI, and how is it different from, say, GenAI or Agentic AI? It seems that AI in the mainstream equates LLMs with AI, but that isn’t correct. We are talking about deterministic AI, not probabilistic solutions. Can you explain to everyone the difference and why it matters?

Topic 4 - Why is the concept of time series so crucial to Physical AI? Additionally, you provided a great analogy comparing time series data collection to low-resolution and high-resolution images. Can you explain to everyone why this is so important?

Topic 5 - Let’s talk about some use cases. How and where does this intersection of Physical AI and time series impact organizations the most? Is this specific to certain industries (robotics, aerospace, IoT, etc.) or specific collection mechanisms (telemetry, sensor data, etc.)

Topic 6 - Are we shifting with AI to a state that is less reactive and more proactive with an active intelligence?

Topic 7 - What kind of demands do real-time, modern workflows and data streaming place on the infrastructure? When I think of time series, I think of real-time data, which means ultra-low latency and processing near the source, among other things.

FEEDBACK?

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Once again NVIDIA had a record earnings quarter (Q3FY26), but the strength of their on-going success will be dependent on many factors that may or may not be within their control. Let's explore those broader factors.

SHOW: 978

SHOW TRANSCRIPT: The Cloudcast #978 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
• [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 NOTES:

• NVIDIA Earnings (Q3FY2026 - November 2025)

WHAT WILL BE THE NEW METRICS AND MILESTONES TO TRACK?

• Customer Revenues (e.g. CoreWeave, OpenAI)
• “Alternatives” Revenues (e.g. Google/TPUs, AMD, China, etc.)
• Customer Success Stories (%ROI, Business Differentiation, Business Acceleration)
• Growth of Data Centers (e.g. buildouts, zoning approvals, etc.)
• Electricity Buildouts (e.g. nuclear, coal, alternative, regulatory changes, municipality adoption)
• Accounting Deep-Dives into NVIDIA (not fraud, but days receivables, inventory buybacks, etc.)
• $500B in back orders (Oracle, Microsoft, OpenAI, GrokAI)

FEEDBACK?

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SHOW: 977

Rohan Sathe (@rssathe, CEO @NightfallAI) discusses the rise of Shadow AI, where employees unknowingly leak sensitive corporate data through generative AI tools like ChatGPT.

SHOW TRANSCRIPT: The Cloudcast #977 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

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”.
• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast

SHOW NOTES:

• Sunday Perspective touches on Shadow AI
• Nightfall website

Topic 1 - Welcome to the show, Rohan. Give everyone a brief introduction, including your time at Uber Eats.

Topic 2 - How do you define Shadow AI? We hear Shadow AI compared to Shadow IT back at the start of cloud. However, this looks different because everyone's learning curve is much smaller. For Shadow IT to happen, you had to know IT (servers, storage, etc.). Is this the correct way to think about the problem?

Topic 3 - How big is the Shadow AI problem today?

Topic 4 - Normally, data leaks would be discovered by traditional DLP (data loss prevention) tools. In my experience, those tools have been cumbersome and clunky, and you often face the classic trade-off between user productivity and security, as well as the need to lock down access. How has this mindset evolved in the era of AI?

Topic 5 - What happens when AI-powered attacks meet AI-powered defense?

Topic 6 - Let's talk about the technical architecture. How does Nightfall actually work across SaaS apps, endpoints, browsers, and AI tools?

FEEDBACK?

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Is the current level of AI funding and investment rational or irrational? Is it possible that it’s both at the same time? Let’s look at some numbers and the thought process behind them.

SHOW: 976

SHOW TRANSCRIPT: The Cloudcast #976 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.

SHOW NOTES:

• A whole bunch of AI-related stats
• Sam Altman on BG2 podcast

DO WE HAVE ANY IDEA HOW TO MEASURE THE IMPACT OF AI?

• How much is one model better than another (e.g. Gemini vs. CoPilot)?
• How much improvement should a software developer get?
• How much improvement should a knowledge worker get?
• How much cost savings should a chatbot provide?
• How long should it take to make a model understand a company’s data?
• How many workers can a company displace with AI?
• OpenAI in 2030 - 26 gigawatts could power between 3.7 million to 17.3 million modern GPU servers
• OpenAI in 2035 - 50 gigawatts could power between 37 million to 173 million modern GPU servers

FEEDBACK?

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James Higginbotham (@launchany) discusses the evolution of API usage across developers, modern applications and APIs.

SHOW: 975

SHOW TRANSCRIPT: The Cloudcast #975 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.
• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast

SHOW NOTES:

• LaunchAny website
• apicoach.io (note)
• Lessons learned after a decade of API Strategy
• Latest book: “Principles of Web API Design: Delivering Value with APIs and Microservices (Addison-Wesley under the Vaughn Vernon signature series)
• Upcoming report on AI-Assisted API Design
• James on The Cloudcast #153
• James on The Cloudcast #435

Topic 1 - Welcome back to the show James. It’s hard to believe it’s been 11 years since we last spoke on the show! Give everyone a brief introduction.

Topic 2 - To say we’ve come a long way with APIs as an industry is an understatement. But let’s set the table for everyone. In your interactions with Enterprise customers, what trends or standards are currently top of mind?

Topic 3 - You wrote an article (link in show notes) titled Lessons after a Decade of API Strategy. What struck me from the article was the combination of technology, business, and even culture, all of which have to come together. When talking to Enterprises these days, have we moved past understanding what APIs are and straight to solving problems with APIs?

Topic 4 - What are the most common use cases you see today? API transformation? API sprawl and consolidation/documentation? Integration of SaaS/3rd party services?

Topic 5 - No conversation would be complete without a discussion about AI and AI’s impact on API’s. I view this in several different ways. AI is creating APIs, and AI is being consumed through APIs. How do you think about AI and its impact? What’s changed and what has stayed the same?

Topic 6 - Second aspect to the AI topic, where and how does security fit into this intersection of AI and APIs?

FEEDBACK?

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In the history of technology era changes, things tend to change slowly at first, and then quickly all at once. We’ve now reached the beginning of the all-at-once era of AI change.

SHOW: 974

SHOW TRANSCRIPT: The Cloudcast #974 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.

SHOW NOTES:

• The Benefit of Bubbles (Stratechery)
• Cube Research - Energy needs of AI
• Are we building AI for Progress or Power? (Prof G Markets)
• Amazon earnings call (Oct 2025) transcript
• Microsoft Azure earnings call (Oct 2025) transcript

WHAT WAS THE LEADING AI TREND FOR EACH YEAR?

• 2022 - What is ChatGPT
• 2023 - What can GenAI do? (Jobs, Skills, etc.)
• 2024 - Alternatives to OpenAI and NVIDIA, Where is Google?, Where is AWS?
• 2025 - Open source in AI, AI Regulations, AI Partnerships, Deep Seek, AI Agents, AI Funding, AI Power Challenges, AI Gov’t Involvement
• 2026 - ???

FEEDBACK?

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Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from October 2025.

SHOW: 973

SHOW TRANSCRIPT: The Cloudcast #973 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.
• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast

SHOW NOTES:

• Link to October 2025 News and Articles

FEEDBACK?

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Patterns in technology tend to eventually repeat themselves (or at least rhyme), and Amazon is beginning to repeat some of the patterns of Cisco from the early 2000s

SHOW: 972

SHOW TRANSCRIPT: The Cloudcast #972 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.

SHOW NOTES:

• Staying nimble and continuing to strengthen our organization (Amazon, Oct 2025)
• Strengthening our culture and teams (Amazon, Sept 2024)
• Amazon Leadership Principles

WHERE ARE THE BIGGEST AI RISKS?

• Significant changes from one industry era to the next (Internet to SaaS, Cloud to AI)
• Once dominant position in a market now appears less dominant (Worth more than next 20 competitors; 7yr head start)
• Guiding cultural principles well-known within the company - start adding more and more to them
• Employee motivation driving by stock price as much as work activities
• Culture evolves and erodes over time as the business changes and evolves - it’s nearly impossible to reset the company culture
• Companies can rebound from being lost in the woods, but it’s very, very difficult
• Death by 1000 cuts in a virtuous cycle - employees are constantly more worried about job status than project status - the perception of who gets to make mistakes and who is responsible for mistakes

FEEDBACK?

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Soham Mazumdar, CEO @WisdomAI_inc, discusses how organizations can break free from the "drowning in data but starving for insights" paradox that plagues modern enterprises.

SHOW: 971

SHOW TRANSCRIPT: The Cloudcast #963 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"

SPONSORS:

• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.
• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast

SHOW NOTES:

• WisdomAI website

Topic 1 - Welcome to the show, Soham. We overlapped briefly at Rubrik. Give everyone a quick introduction and tell everyone a bit about your time at Google prior to Rubrik

Topic 2 - You helped scale Rubrik from inception to a $5.6 billion IPO in 2024. What was the "aha moment" that made you leave that success to tackle the enterprise data analytics problem with WisdomAI?

Topic 3 - Let's define the core problem. Organizations invest heavily in modern data platforms - Snowflake, Databricks, etc. - but there is the term "drowning in data but starving for insights." What's broken in the traditional BI stack that prevents business users from getting answers?

Topic 4 - How do agentic AI and BI fit together? WisdomAI introduces the concept of "Knowledge Fabric" and agentic data insights. Break this down for us - how does this fundamentally differ from traditional dashboards and BI tools?

Topic 5 - One of the biggest challenges with GenAI in enterprise settings is hallucination. You've emphasized that WisdomAI separates GenAI from answer generation. How does your approach tackle this critical trust issue?

Topic 6 - Let's talk about data integration complexity. Your platform works with both structured and unstructured data - Snowflake, BigQuery, Redshift, but also Excel, PDFs, PowerPoints. How do you handle this "dirty" data reality that most enterprises face?

Topic 6a - With so much data, how do most organizations get started? What’s a typical use case for adoption?

FEEDBACK?

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Why are 95% of AI projects struggling to create positive ROI, according to a recent MIT study? Do businesses need help getting those first few AI projects started and driven to success?

SHOW: 970

SHOW TRANSCRIPT: The Cloudcast #970 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.

SHOW NOTES:

• MIT Study - The State of AI in Business (2025)
• The Information - Interview with Vihod Khosla (Oct 2025)

WHERE ARE THE BIGGEST AI RISKS?

• Why are Businesses struggling with AI projects in 2025?
• What are simple steps to make AI projects successful?

FEEDBACK?

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Monzy Merza (@monzymerza, CEO/Founder @Crogl) talks about build a next-generation Enterprise SOC by leveraging AI to stay ahead of Cybersecurity threats.

SHOW: 969

SHOW TRANSCRIPT: The Cloudcast #969 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.
• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast

SHOW NOTES:

• Crogl website
• TechCrunch article
• Forbes Article
• Intellyx Article
• Last WatchDog Article

Topic 1 - Welcome to the show, Monzy. Give everyone a brief introduction and tell us about your unique journey from government research to Splunk to Databricks to founding Crogl.

Topic 2 - Let's start with the current state of cybersecurity and AI. We're seeing headlines about AI being the top cybersecurity concern for 2025, even overtaking ransomware. From your perspective, what's driving this shift and why should organizations be paying attention to the intersection of cybersecurity and AI?

Topic 3 - You've described Crogl as an "Iron Man suit" for security analysts. That's a compelling metaphor. Can you break down what you mean by that and how your approach differs from the traditional "reduce alerts" mentality that most vendors have been pushing?

Topic 4 - Let's talk about your "knowledge engine" and what you call an “AI for the Enterprise SOC”. You're using compound AI systems with LLMs, smaller models, and knowledge graphs. This sounds quite different from vendors who are just "bolting on" LLMs to existing tools. Walk us through this architectural decision and why it matters.

Topic 5 - The cybersecurity industry is experiencing massive alert fatigue - 4,500 alerts per day, with analysts only able to investigate 8-25 of them. Your philosophy is "every alert should be analyzed" rather than filtering them out. That seems counterintuitive to what the market has been doing. How does your autonomous investigation approach actually work in practice?

Topic 6 - Where do you see this evolution heading, and what are the implications for SOC teams and security practitioners? Are we heading toward fully autonomous SOCs?

FEEDBACK?

• Email: show at the cloudcast dot net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• I

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What happens when the biggest technology trend is built on economics that don't make any sense when viewed end-to-end? Eventually, some aspect has to change, but which one?

SHOW: 968

SHOW TRANSCRIPT: The Cloudcast #968 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.

SHOW NOTES:

• Tokens are getting more expensive
• Nvidia Earnings, Moats and China, Nvidia vs. the AI Labs
• Oracle Assures Investors on AI Cloud Margins as It Struggles to Profit From Older Nvidia Chips

WHERE ARE THE BIGGEST AI RISKS?

• Jensen Huang (NVIDIA CEO) is convinced that the future will be built on always having the most advanced GPUs and Frontier Models.
• Oracle is telling investors that they will significantly increase profit margins between now and 2028-30, although they have low margins now and they don’t make high margins on older chips
• The economics of AI (reasoning models, high#s of AI tokens) is in contrast to the established SaaS business model.
• Right now everything AI-associated has a high valuation, but these forces are working against each other.
• Which one is going to give first?

FEEDBACK?

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Animesh Koratana (@akoratana, Founder of @playerzero_ai) discusses how agentic AI is transforming software quality assurance through predictive code simulation, and how teams can shift from reactive debugging to proactive problem prevention in the era of AI-generated code.

SHOW: 967

SHOW TRANSCRIPT: The Cloudcast #967 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.
• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast

SHOW NOTES:

• PlayerZero website

Topic 1 - Welcome to the show Animesh. Tell us about your background and your involvement in.

Topic 2 - Let's start with the core problem you're solving. What is "predictive software quality" and why is this becoming critical now, especially in the era of AI-generated code?

Topic 3 - How does agentic code simulation work, and what makes it different from traditional testing approaches?

Topic 4 - This feels like it democratizes software quality beyond just engineering teams. How does PlayerZero work across different roles - developers, QA, product managers, and support teams?

Topic 5 - Integration and workflow - how does PlayerZero fit into existing CI/CD pipelines and development workflows? What does the implementation look like

Topic 6 - Let's talk about scale and complexity. How does PlayerZero handle large, distributed systems with microservices, databases, and complex architectures

FEEDBACK?

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Three years since the launch of ChatGPT, what does the landscape of Enterprise AI look like today? What’s working, what’s struggling and what’s still unknown?

SHOW: 966

SHOW TRANSCRIPT: The Cloudcast #966 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.

SHOW NOTES:

HOW ARE ENTERPRISES USING AI IN LATE 2025?

• 5% have a clear vision of how to apply Predictive and Generative AI to a set of use-cases that drive differentiation, productivity improvements and cost reductions. They are keeping the details close to the vest.
• 10% have allocated about 3-5% of their IT budgets to AI, typically from a C-level mandate, and have given it to Microsoft or Google. They have checked “the business is AI-enabled” and signaled to the market that they have fully embraced AI. The market is rewarding these companies at higher multiples.
• 85% aren’t sure what use-cases to focus on, have unrealistic expectations during POCs, and are focused on the “no” areas instead of their own learning curves.
• Enterprises don’t have great visibility into AI costs, and limited baselines of what AI should cost - pay for outcomes, pay for seats, pay for tokens, or pay for GPUs?
• Enterprises don’t have easy access to GPUs outside of via SaaS services - makes it challenging for Private or Sovereign AI demand to be met
• Right now, there is no simple way for Enterprises to build AI Agents
• Right now, there is no simple way for Enterprises to share AI experience / learning curve - AI is a very individualized experience

FEEDBACK?

• Email: show at the cloudcast dot net
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Alan Lefort (CEO, @StrongestLayer) discusses how LLM-powered reasoning is transforming phishing security from reactive pattern-matching to predictive threat detection, and why traditional rule-based systems can no longer defend against sophisticated AI-generated phishing attacks.

SHOW: 965

SHOW TRANSCRIPT: The Cloudcast #965 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.
• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast

SHOW NOTES:

• Website
• StrongestLayer Research

Topic 1 - Welcome to the show Alan. Tell us about your background and your involvement in Cybersecuity.

Topic 2 - Let's start with the core challenge. You've said that "if only AI can defend against weaponized AI" - what specific gap in traditional email security did you identify that led to this philosophy? How are AI-powered phishing attacks fundamentally different from what we've seen before?

Topic 3 - How does this attack vector demonstrate the limitations of rule-based security systems, and why can't traditional pattern matching keep up?

Topic 4 - Let's break down your TRACE (Threat Reasoning and AI Correlation Engine) architecture. You've described it as "LLM-as-master" rather than "LLM-as-add-on." What does this fundamental architectural difference mean for threat detection, and how does it help?

Topic 5 - You discuss "pre-campaign detection," which involves identifying potential phishing campaigns weeks before emails are sent. This sounds like moving from reactive to predictive security. How does your system correlate technical intelligence with business context to achieve this early warning capability?

Topic 6 - From an implementation standpoint, how do organizations integrate LLM-powered reasoning into their existing security stacks? What's the deployment model, and how do you handle the challenge of reasoning about business context without exposing sensitive organizational data?

FEEDBACK?

• Email: show at the cloudcast dot net
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As cloud matures, could the hyperscale cloud providers start looking to acquire SaaS providers to build out a bundled application portfolio? Or are the demands of AI investment too much to pursue that strategy?

SHOW: 964

SHOW TRANSCRIPT: The Cloudcast #964 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.

SHOW NOTES:

• Clouded Judgement (Jamin Bell)
• 100 Biggest SaaS Companies

COULD THE CLOUD HYPERSCALERS START LOOKING TO ACQUIRE SAAS COMPANIES?

• Do the hyperscalers start acting like Private Equity to acquire SaaS revenue streams?
• Do the hyperscalers start moving from primitive providers to bundlers?
• Do the hyperscalers have to make a choice between AI/CAPEX investment and SaaS investment?
• Do the hyperscalers figure out a way to spin-off the AI/CAPEX portions of their business for a period of time?

FEEDBACK?

• Email: show at the cloudcast dot net
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Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from September 2025.

SHOW: 963

SHOW TRANSCRIPT: The Cloudcast #963 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.
• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast

SHOW NOTES:

• Link to August 2025 News and Articles

FEEDBACK?

• Email: show at the cloudcast dot net
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Between the bold predictions, VC economics, and rising usage-patterns are stories of limited ROIs, undefined use-cases and associated job losses. AI is in an awkward phase of maturity and it’s not clear how it will evolve into the next phase.

SHOW: 962

SHOW TRANSCRIPT: The Cloudcast #962 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.

SHOW NOTES:

THE SPECTRUM OF AI

• The early years of the Internet, we tried to replicate physical-based activities
• The early years of the Internet, the whole industry/world-economy wasn’t depending on “the next thing”
• The early years of AI, “the leaders” are talking about curing cancer and double human longevity
• Cloud had “lift and shift”; AI has “get everyone a GenAI license”
• Where is the middle? Where is the rational discussion?
• Massive Funding
• Massive # of Consumer Users
• From Ed to Sam, from Dario to Satya, from Jensen to Larry …. Big spectrums of opinions
• Unprofitable (except NVIDIA, Broadcom)
• Near monopoly of GPUs by NVIDIA
• Every couple months, the landscape seems to shift (OpenAI partners, Leading models,
• Questionable Enterprise ROI - lots of “we gave everyone GenAI, but we don’t know how to measure it”
• Companies are laying off workers, or avoiding hiring because of promises of AI
• Unknown “killer” use-cases beyond chatbots, therapy, developer-assistants, writing, document handling
• Today’s mantra is “Rub some AI Agents on it”

FEEDBACK?

• Email: show at the cloudcast dot net
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Stephan Donze (@sdonze CEO @AODocs), discusses the enterprise unstructured data crisis, where 80% of business data remains untapped due to legacy system limitations and the challenges of AI-powered document management at scale. We explore how AI agents can transform document workflows while maintaining trust and compliance, the architectural principles needed for cloud-native document management, and why traditional search fails in the age of generative AI.

SHOW: 961

SHOW TRANSCRIPT: The Cloudcast #961 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"

SPONSORS:

• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.
• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast

SHOW NOTES:

• AODocs website

Topic 1 - Welcome to the show, Stephan. Give everyone a quick introduction.

Topic 2 - We hear all the time about unstructured data and the continual growth in the Enterprise. I’ve heard numbers of upwards of 80% of all corporate data is unstructured. I’ve worked at several companies and supported a significant number of customers over the years, and I can count on one hand how many say they have “control” of their data. How did this come to be, and is the problem as big as I think?

Topic 3 - The second part of this, and this might be an even bigger problem, is how much of the data is used? Too many needles in the haystack, if you will. How does Agentic AI address this challenge, and where do traditional document management systems fail?

Topic 4 - We’ve talked about data quality in the past on the show, and I’m wondering if this also becomes an issue. Let’s say you have a bunch of draft documents leading up to the final version. Is it possible that improper version control and/or we’re back to a data quality problem of finding the “final version” needle in the haystack? How does AI prevent this and also not hallucinate an answer that may not be true?

Topic 5 - Some have called AI’s ability to absorb and report on data just fancy search. What are your thoughts on this? Where and how does traditional search differ from Agentic AI management?

Topic 6 - I also see this as being so much more than indexing and reporting on documents. There is also the concept of automation and workflows that agentic AI can improve upon. What use cases are your customers implementing?

Topic 7 - Where do you think the industry will go in the next 2-3 years?

FEEDBACK?

• Email: show at the cloudcast dot net
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How is it possible that smart people both love and hate AI? Does it matter how smart you are, or just how you interact with AI?

SHOW: 960

SHOW TRANSCRIPT: The Cloudcast #960 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.

SHOW NOTES:

WHAT TYPES OF SMART PEOPLE LOVE AND HATE AI?

• Acquihires
• Early Stock Buyouts
• AI = Aggregated (or Augmented) Interns
• Domain-Experts
• Senior White Collar Workers

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod
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Todd Robinson, Founder and President of OpenMetal.io, discusses the resurgence of bare metal infrastructure driven by AI workloads, digital sovereignty requirements, and companies reassessing public cloud economics. The conversation explores how organizations are finding cost and control advantages in bare metal solutions, particularly for long-running applications. It examines OpenMetal's open-source approach using technologies like Ceph and OpenStack to deliver flexible infrastructure alternatives.

SHOW: 959

SHOW TRANSCRIPT: The Cloudcast #959 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.
• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast

SHOW NOTES:

• OpenMetal website

Topic 1 - Welcome to the show. Tell us about your background, and you developed a passion around bare metal and cloud services?

Topic 2 - Between AI (GPU rental), digital sovereignty initiatives, and even virtualization alternatives, it feels like bare metal is having a resurgence. Give some a sense of what the demands for bare metal solutions look like today?

Topic 3 - As companies understand the economics of having used public cloud services, are there certain use-cases that become immediately obvious where more private, hosted, bare metal services just make more sense?

Topic 4 - OpenMetal is based on open source technologies like Ceph and OpenStack. How important to customers about the technologies under their applications, or do the economics and control aspects play a bigger role in their decisions?

Topic 5 - I’m often asked if there is a model about when it makes more sense to use on-demand service vs. more fixed services. Is there a rule of thumb (e.g. longevity of an application, amount of change, etc.) that you’ve found drives the most success at picking the right environment for applications?

Topic 6 - OpenMetal could be described as a public or private cloud service. Do you find that there is still the stigma over “private cloud” that we saw when the hyperscalers were initially growing so quickly?

FEEDBACK?

• Email: show at the cloudcast dot net
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How did Oracle Cloud (with OpenAI) suddenly command the news cycle, with a chance to potentially overtake much larger clouds in a few years? Let’s explore how Oracle’s focus on bare-metal and bandwidth might have ripple effects on Cloud and AI.

SHOW: 958

SHOW TRANSCRIPT: The Cloudcast #958 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.

SHOW NOTES:

WHAT ARE THE ALTERNATIVE PATHS FOR AI?

• The Cloudcast #330 - Oracle’s Next-Generation Cloud IaaS
• Oracle Chosen as TikTok’s Secure Cloud Provider- [Oracle Press Release]
• Oracle Cloud and OpenAI sign $300B deal - [WSJ]
• Oracle Cloud - [Platformnomics]
• Oracle and OpenAI - [Ed Zitron]

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod
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Ole Lensmar (@olensmar, Founder/CTO at @TestKube_io) discusses how Kubernetes-native testing platforms are designed to address limitations in traditional CI/CD testing workflows. The conversation covers how TestKube differs from existing testing environments, expands test coverage opportunities for development and QA teams, and provides best practices for testing in Kubernetes environments.

SHOW: 957

SHOW TRANSCRIPT: The Cloudcast #957 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search Interconnected by Equinix.
• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.

SHOW NOTES:

• TestKube - A Kubernetes-native platform that powers Continuous Testing for today’s AI-accelerated development
• TestKube (open source)
• Why did we start TestKube (Ole Lensmar)

Topic 1 - Welcome to the show. Tell us about your background and what led you to start TestKube.

Topic 2 - Let’s talk about the origins of TestKube. What were some areas where you saw people having frustrations or limitations that were holding back their ability to do proper testing to get things into production?

Topic 3 - Let’s talk about the basics of TestKube. Can you talk about how it’s different from existing testing environments, or how people use CI/CD today

Topic 4 - Does TestKube expand what a typical Dev-team, or QA-team would test, or does it create new opportunities for test coverage that were very difficult before?

Topic 5 - What are some of the results or feedback you’ve heard from people using TestKube?

Topic 6 - What are some best practices you’re seeing as people begin to evolve how they test for their Kubernetes environments?

Topic 7 - What’s the best way for people to get started with TestKube

FEEDBACK?

• Email: show at the cloudcast dot net
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Apple’s iPhone had the Android ecosystem, but where is the Android of AI going to come from to challenge the OpenAI/NVIDIA duopoly? Let’s explore the possibilities.

SHOW: 956

SHOW TRANSCRIPT: The Cloudcast #956 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast

SHOW NOTES:

WHAT ARE THE ALTERNATIVE PATHS FOR AI?

• Consumer: Ad-supported
• Consumer: Understandable tiers
• Enterprise: ELAs for Co-Pilot, Gemini
• Enterprise: Model building tools (e.g. AWS Sagemaker, Google Vertex, etc.)

FEEDBACK?

• Email: show at the cloudcast dot net
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Brian Gracely (@bgracely) Aaron Delp (@aarondelp) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from August 2025.

SHOW: 955

SHOW TRANSCRIPT: The Cloudcast #955 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.

SHOW NOTES:

• Link to August 2025 News and Articles

FEEDBACK?

• Email: show at the cloudcast dot net
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From extreme ups to startling downs, every week can feel like the peak of expectations and the trough of disillusionment for AI.

SHOW: 954

SHOW TRANSCRIPT: The Cloudcast #954 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

THE UPS AND DOWNS OF AI - THE CONSTANT HYPE CYCLE

Healthy Competition [YES]

Consumer and Enterprise Markets [YES]

Market leader(s) [YES, sort of]

Well-Defined, profitable business model [NO]

Open, lower-cost alternative emerged [YES/NO]

Usage patterns emerging [YES/NO]

• [ups] Constant high-profile VC, Sovereign wealth, hyperscaler funding of AI startups
• [ups] Constant high-profile CAPEX spending by hyperscalers, model builders, data center builders
• [ups] Rapidly growing user-bases
• [ups] Growing revenues at some companies (NVIDIA, OpenAI, Google, Microsoft, Anthropic)
• [downs] Growing losses at high-profile companies
• [???] Frequent, high-profile movement by key people at high-profile companies (engineers, leadership)
• [downs] Frequent, partial acquires of founders and key engineers, but not entire companies
• [downs] Secondary market scales of startup shares, bypassing traditional secondary and public markets
• [downs] No “NetFlix of AI” company
• [downs] No “AI Agent” success stories
• [???] Consumer “winner-take-all” mindset from AI companies
• [downs] Enterprise companies struggling to create ROI+ projects (in early days)
• [???] Enterprise “bundles” raising prices (CoPilot, Gemini, etc.)
• [downs] Unclear if new frontier models are getting better than previous versions (e.g. GPT-5)
• [???] Are inference prices coming down?
• [ups] Consumers have many excellent AI choices
• It’s unclear if AI companies have created any moats yet; it’s unclear if LLMs can be differentiated
• Chatbots, developer-assistants and document management are use-cases. What else?
• Are agents ready to be mainstream yet?
• Pick-axe providers are making the money right now (NVIDIA, Broadcom, etc.), but is there moat entirely on super-premium HW?
• User-experiences are still being understood
• Will AI + Ads (business model) be a big bang event, or happen gradually?

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod
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Amit Kinha - Field CTO @DoITInt | FinOps Foundation Board Member discusses how the relationship between technology and financial accountability has evolved, and how mainstream FinOps is shifting IT focus around innovation.

SHOW: 953

SHOW TRANSCRIPT: The Cloudcast #953 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.

SHOW NOTES:

• DoIT - Intent Aware FinOps
• DoIT hires Citigroup FinOps Star as Executive
• FinOps Foundation
• FinOps X (event)

Topic 1 - Welcome to the show. Tell us about your background and your involvement in FinOps.

Topic 2 - We’ve been through the early days of cloud, where we were told that cloud was cheaper, and then after COVID, everyone seemed to realize that cloud was actually more expensive. Where are we with FinOps and companies understanding how to think about cloud spending?

Topic 3 - You work with the FinOps Foundation. What types of roles do you see focused on FinOps, and how is that evolving as there is greater cloud cost visibility across an entire organization?

Topic 4 - How has the technology around FinOps evolved? How much is still manual? How much is piecing together different costs from different systems? And how much is evolving to have an AI component?

Topic 5 - How do the tools and platforms from DoIT help to make FinOps easier for companies? What are some of the key areas of focus, and some insights you’re hearing from the companies that you work with directly?

Topic 6 - If you had to give a CIO or CFO guidance on how to best think about FinOps, what are the top things you would focus on?

FEEDBACK?

• Email: show at the cloudcast dot net
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As we begin to transition from the Cloud era to the AI era, what types of changes can we expect to see happen in the market, within our businesses, and for individuals?

SHOW: 952

SHOW TRANSCRIPT: The Cloudcast #952 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

WHEN TWO ERAS OVERLAP - CLOUD AND AI

• The early stages of a new era tends to be separate (cloud-native, AI-native), but eventually tends to build upon the previous era’s foundations
• It usually takes a decade before an era stops being important or prioritized
• It usually takes 3-5 years before best practices for new applications emerge
• Finding new era talent is difficult (and expensive), but current era technology can be optimized (reduce costs, modernize)
• We’re going to see “Shadow AI” and “Bi-Modal Cloud/AI”
• The will be a lot of “X is Dead” during the first few years of the transition, until people (again) remember that nothing in IT dies - especially in the enterprise
• There will be a lot of numbers/reports coming out that seem completely contradictory - $B investment, but $0 ROI from users

FEEDBACK?

• Email: show at the cloudcast dot net
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After a very long roadtrip, let’s explore the lessons we can learn from some of the greatest business models in tech and how or if they apply to the AI era companies.

SHOW: 951

SHOW TRANSCRIPT: The Cloudcast #951 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.

SHOW NOTES:

• 7 Powers of Competitive Dynamics
• Microsoft (Vol 1, Vol 2)
• Google
• Meta
• AWS
• NVIDIA (Vol 1, Vol 2, Vol 3)

LESSONS FROM THE GREATEST BUSINESS MODELS

• Founder control, nearly immediately profitable, growth strategies,
• How long Enterprise businesses take to mature
• Is there an AI business model that’s profitable?
• Is there a business model that isn’t Enterprise or Ad-supported?
• Microsoft - commoditize your compliments, understand market expansions,
• Google - Customer acquisition, scaling economics, AdWords, AdSense
• AWS -
• Meta - Adapting the offerings
• NVIDIA - Vertical integration (HW + SW)

FEEDBACK?

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Haseeb Budhani (@haseebbudhani, CEO @rafaysystemsinc) discusses the evolution from traditional DevOps to platform engineering and what "Enterprise Ready" Kubernetes looks like in 2025. We explore AI workloads running on Kubernetes and how modern orchestration solutions can transform teams from bottlenecks into enablers. We also cover the security considerations for GPU-enabled AI workloads and balancing developer self-service capabilities with proper governance and control.

SHOW: 950

SHOW TRANSCRIPT: The Cloudcast #950 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

• Rafay website

Topic 1 - Welcome to the show, Haseeb. Give everyone a quick introduction.

Topic 2 - Let’s start by talking about the evolution of Kubernetes as a platform. You’ve said and we’ve talked about on this show for some time how Kubernetes is more of a platform to run platforms. We’ve also seen trends in the industry and shifts in what it means to be DevOps or Platform Engineering in recent years. You've positioned Rafay as a Kubernetes Operations Platform that's now evolved into a Cloud Automation Platform. How do you define the difference between Kubernetes management and true platform engineering?

Topic 3 - What does “Enterprise Ready” Kubernetes look like in 2025?

Topic 4 - Let’s flip over to AI/ML and GPUs with Kubernetes for a bit. Many developers and data scientists aren’t aware of the underlying platform they run on. I saw a stat recently that about 95% of AI runs on Kubernetes, either on-prem or in the cloud. Despite this, Platform teams are often stuck doing manual GPU provisioning, which doesn't scale with AI adoption. How do modern GPU orchestration solutions change the platform team's role?

Topic 5 - With GPU workloads often handling sensitive data and AI models, security becomes even more critical. How should organizations approach security and compliance in their GPU-enabled Kubernetes operations?

Topic 6 - "Most developers don't want to write YAML or manage clusters — they just want to ship software." How do you balance giving developers the self-service capabilities they want while maintaining the control and governance that platform teams need?

FEEDBACK?

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Shay Levi (@shaylevi2, CEO @UnframeAI) & Larissa Schneider (COO @UnframeAI) discuss the complexities of building an enterprise-grade AI platform. Topics include what an AI platform is, the advantages of adoption, and the efficiencies gained.

SHOW: 949

SHOW TRANSCRIPT: The Cloudcast #949 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.

SHOW NOTES:

• Unframe website

Topic 1 - Shay & Larissa, welcome to the show! Give everyone a brief introduction and a little about your background.

Topic 2 - Today, we’re discussing AI Security and Enterprise Platforms. What are the problems or issues you see with AI development today?

Topic 3 - Is this where an AI platform comes into play? I’m seeing more and more about this term and wondering what it truly means to be a platform. What is your definition of a platform, and what are the advantages?

Topic 4 - Shay, considering your background in APIs and API security, how does that knowledge transfer into this space?

Topic 5 - Larissa, with your background in operations, where do you see the inefficiencies in AI development and lifecycle management of the AI models and the datasets?

Topic 6 - Let’s talk about Unframe. Give everyone an overview. Is this a SaaS service? How and where does it fit into your typical AI development stack?

FEEDBACK?

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Are we beginning to see the dawn of a 2nd phase of Cloud Computing, as AI begins to become a workload that impacts every aspect of the previous era of Cloud? Let’s explore…

SHOW: 948

SHOW TRANSCRIPT: The Cloudcast #948 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

CLOUD 1.0 vs. CLOUD 2.0

• Cloud 1.0: On-demand services, OSS innovation, Core Building Blocks, Affordable Infrastructure with declining costs, 1st and best customers, limited gov’t involvement, varied competition levels,
• Cloud 2.0: AI is a now technology, GPU vs. CPU costs, vertical application stacks?, unknown economics, highly funded competition, unknown gov’t involvement, unknown investment into OSS, AI gravity vs. cloud gravity

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Brian Gracely (@bgracely) Aaron Delp (@aarondelpt) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from July 2025.

SHOW: 947

SHOW TRANSCRIPT: The Cloudcast #947 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.

SHOW NOTES:

• Link to July 2025 News and Articles

FEEDBACK?

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The hardest thing for any growing company to do is manage the transition from hypergrowth to the dual tracks of growth and stability. AWS is entering their Hybrid phase, or the transition from Day 1 to Day 2. How will it go?

SHOW: 946

SHOW TRANSCRIPT: The Cloudcast #946 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

• Amazon Q2 (July 2025) Results
• Reviewing Amazon/AWS Q2 2025 Results (CNBC)
• AWS QoQ Earnings Growth Rates (2014-2025)
• Andy Jassy defends Amazon/AWS AI strategy
• Amazon Q2 2025 Earnings Call Transcript
• Update from Andy Jasay Amazon Generative AI (Amazon Internal)

HOW WILL AWS HANDLE DAY 1 AND DAY 2?

• Has AWS missed the Generative AI transformation?
  • Not investing in GPUs at the same rate as their cloud market share
  • Don’t have a Top 5 Frontier LLM
  • Don’t have a productivity suite to attach AI to (on-going revenue)
  • Don’t have a leading coding-assistant app
  • Don’t have an immediate “acquisition” target (e.g. Anthropic valuation near $150B)
  • AWS isn’t breaking out their AI revenues
• AWS’s growth has plateaued over the last 6 quarters (around 17%), while Azure, GCP have been growing at 1.5 to 2x, specifically around AI revenues.
• AWS is up to 18% of Amazon revenue, and current AWS (CPU-based) is driving the majority of Amazon profits.
• Jasay is trying to make AI an add-on to the AWS “building block” model
  • GenAI buying (at this point) looks similar to Shadow IT going to public cloud – it’s not centrally controlled
• Is AWS focused on GenAI, or moving the other 80-85% of on-premises to their cloud? Can they manage both priorities at the same time?
• Can you achieve the same levels of growth if non-GenAI startups aren’t getting funding at the same levels as pre-2022?

FEEDBACK?

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Elliot Shmukler (@eshmu, Co-Founder/CEO @anomalo_hq) talks about the impact of data quality on AI, how unstructured data can be improved, and how monitoring of data lakes can help prevent model drift and give organizations confidence with predictable results.

SHOW: 945

SHOW TRANSCRIPT: The Cloudcast #945 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website

SHOW NOTES:

• Anomalo website
• The Cloudcast #598 - Data Quality
• Snowflake invests in Anomalo

Topic 1 - Elliot, welcome back! It’s hard to believe it has been 3 years since we spoke! Give everyone a brief introduction.

Topic 2 - Here’s the problem I see when it comes to AI adoption today. There isn’t an “off the shelf” AI model with an organization's data built in; that’s impossible. So, you must bring this data, often unstructured, to the model, often with mixed results. Do you agree?

Topic 3 - I see data quality in two ways… the quality of the data before ingestion is one way, we want the data to be clean going in. But, we also need a way to detect, mitigate, and do a root cause analysis for quality checks along the way, correct? Give everyone an idea of what this life cycle looks like.

Topic 4 - What are you seeing as the barriers to adoption? Is it the tools, the models, the need for RAG pipelines, the lack of data scientists, and AIOps?

Topic 5 - We have this crossroads where proprietary data makes an organization unique, but exposing that unique data puts the organization at risk. How much of a factor does this play, and how do you advise organizations around this complex intersection

Topic 6 - There is always this concept of predictable results. This answer should be consistent and repeatable. We’ve seen things like model/data drift and hallucinations hinder this concept, leading to a lack of confidence in the results. How do you advise organizations to tackle this lifecycle management and predictability over time?

FEEDBACK?

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If the AI Agent hype ends up being real, how will businesses manage AI Agents from the perspective of people vs. non-people?

SHOW: 944

SHOW TRANSCRIPT: The Cloudcast #944 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website
• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.

SHOW NOTES:

• Batch jobs vs Cron jobs
• Robotic Process Automation
• What is AIOps?
• AI Platform goes rogue, deletes company database (Replit)
• How do consultants think about AI Agents

WHAT IF AI AGENTS ARE SUCCESSFUL?

• What are our expectations of AI Agents?
• How do we treat AI Agents?
• How do we organize AI Agents?
• How do we manage AI Agents?
• Will we have Junior and Senior AI Agents?
• Will we see internal competition for managers trying to get AI Agent budget?
• Will companies measure % AI Agent for projects?
• Will we see managers trying to take their agents with them if they leave a company? How “owns” the agent?

FEEDBACK?

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Luke Marsden (@lmarsden, CEO @HelixML) talks about Private GenAI. What is it? Why do you need it? We also discuss integration into CI/CD pipelines, the layers of a Private GenAI Stack, and why most organizations are opting for RAG over fine-tuning LLMs.

SHOW: 943

SHOW TRANSCRIPT: The Cloudcast #943 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

• HelixML website
• HelixML GitHub
• Helix 1.0 Announcement Blog

Topic 1 - Welcome to the show Luke. Give everyone a brief intro.

Topic 2 - Let’s start with Priavte GenAI. What is it? Why should organizations out there consider it? Why not just use OpenAI GPT’s and fine tune them?

Topic 2a Follow up - Regulatory Compliance - take the opposing forces in the EU for instance to using SaaS based services based in the United States.

Topic 3 - Let’s break down the layers in a typical Private AI stack. I’m seen various ways to represent this such as infrastructure layer, MLOps layer, models, data layer (typically RAG), etc. How do you break up the stack into individual components

Topic 4 - My mind immediately jumps to similarities in the DevOps space. Abstraction layers and components like Docker and containers comes to mind, integration into CI/CD pipelines, etc. I feel like MLOps is it’s own thing with specific tools and workflows. Does this all come together and if so how?

Topic 5 - Also, what does this mean for versioning and lifecycle management of the models and the data?

Topic 6 - We are seeing more and more data pipelines with backed by multiple models, sometimes in multiple locations. How do handle this from both a scheduling and interface standpoint? Is everything hidden behind APIs for instance?

FEEDBACK?

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If the rewards of a startup are only going to the founders and AI researchers, then what incentives are there for all the other roles? Has AI broken the startup model?

SHOW: 942

SHOW TRANSCRIPT: The Cloudcast #942 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.

SHOW NOTES:

• Google and Windsurf, Stinky Deals, Chesterton’s Fence and the Silicon Valley Ecosystem
• Andreessen Horowitz’s Casado Plays Talent Broker for Cursor
• Cognition acquires Windsurf after CEO and Researchers go to Google
• Are AI Acquihires Screwing Up the Startup Space?
• How ‘Acquihires’ Are Reshaping Silicon Valley’s AI Investments

WHY WOULD ANYBODY JOIN AN AI STARTUP?

• Windsurf, ScaleAI, Inflection and several other AI companies are getting acquihired.
• The US DOJ and FTC are scrutinizing acquisitions by large tech companies
• Large tech companies are able to acquihire without paying for non-founders
• Not every company will be ChatGPT and grew without massive sales and marketing
• What would anyone join an AI Startup if you’re not the Founder or AI Researcher?

FEEDBACK?

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Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard) discuss the big changes happening around AI developer-assistants, across Cursor, Windsurf, OpenAI and Google.

SHOW: 941

SHOW TRANSCRIPT: The Cloudcast #941 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website

SHOW NOTES:

• Cursor Series-C Funding ($9.9B valuation)
• New Cursor Pricing Tiers
• Updated Cursor Pricing (June 2025)
• Cursor apologizes for unclear pricing changes (TechCrunch)
• Promiscuity of Modern Developers (Redmonk)
• Aaron Levie speculates that coding-assistants are involved with 50% of AI usage today
• Anysphere, the startup behind coding app Cursor, hired two former Anthropic leaders
• Measuring the actual impact of AI coding (Changelog)
• Windsurf’s CEO goes to Google; OpenAI’s acquisition falls apart (TechCrunch)
• Windsurf 2-3x’d headcount, and then the founding team walked. Pretty wild (X.com)

Topic 1 - What happened (basics of the pricing change)?

Topic 2 - How was this communicated?

Topic 3 - Where was the confusion?

Topic 4 - Wasn’t this inevitable because of huge costs and funding rounds?

Topic 5 - How do we square the “developers don’t pay for anything” and “AI-native vs. AI-augmented” when developers are still in the loop?

Topic 6 - Does this inevitability mean AI coding-assistants can’t be a standalone business, but need to be in a bundle?

Topic 7 - WTF Windsurf?

FEEDBACK?

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In the Enterprise, there is a spectrum forming of aggressive adopters and passive resistors to AI usage. While there are no best practices yet, C-suites are pushing. So what are you waiting for?

SHOW: 940

SHOW TRANSCRIPT: The Cloudcast #940 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

• AI Eats the World (Benedict Evans)
• East Meets West 2025 (keynote presentation)
• The State of Consumer AI (2025 - Menlo Ventures)

WHEN SHOULD YOU START ENGAGING WITH AI?

• Nobody wants to be told what to do; and everyone wants guidance on what to do
• [Experience from watching adoptions in the Enterprise]
• No job has ever been safe in the long run
• AI is like every new technology, it has a steep and long learning curve. But the beginning seems pretty easy.
• Nobody knows AI best practices at this point
• Nobody knows good AI KPIs at this point
• Nobody understands AI costs at this point
• The “older” generation can build on their existing domain experience
• The “younger” generation has always figured out new ways to work, be creative
• Even CEOs aren’t the ultimate boss - the market, boards, peer pressure, etc. - they will push trends, sometimes without all the data

FEEDBACK?

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Julian LaNeve (@JulianLaneve, CTO @astronomerio) discusses data pipelines, Apache Airflow, Astronomer’s managed offering, and the benefits of data pipelines for both developers and operations.

SHOW: 939

SHOW TRANSCRIPT: The Cloudcast #939 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website

SHOW NOTES:

• Astonomer.io website
• Apache Airflow

Topic 1 - Welcome to the show, Julian. Give everyone a quick introduction.

Topic 2 - Our topic today is Data Pipelines with Apache Airflow. For those unfamiliar, provide an introduction to Apache Airflow and how Airflow manages data pipelines.

Topic 3 - What are the advantages of Apache Airflow vs. others in the space? What are the downsides? How does Airflow fit in with other Apache projects?

Topic 4 - I would imagine this is where Astronomer potentially comes into play. What makes Astonomer different from Airflow? What problems are you trying to solve for both developers and operations folks?

Topic 5 - What does a typical implementation look like? What growing pains do developers typically face when they need to introduce pipelining tools and begin standardization? Is it a scale issue? A complexity of tools issue? Integrations with infrastructure?

Topic 6 - One aspect I typically see with automation is security, especially at scale. What recommendations do you have for developers regarding security, particularly in the context of multi-tenancy, for data pipelines?

FEEDBACK?

• Email: show at the cloudcast dot net
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As we get to the mid-point of 2025, let’s take a look at where the cloud is - what’s doing well, what’s going through some changes, and what might be in store for the rest of 2025.

SHOW: 938

SHOW TRANSCRIPT: The Cloudcast #938 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

• Digital Sovereignty concerns, investments and new laws outside the US
• Growth of regional clouds?
• Uncertainty in Azure, AWS - employee layoffs, review cycles, focus on non-AI projects/features
• East Meets West 2025 (keynote presentation) - See slide 27 (GPU share vs Cloud revenue share)
• Revenues: AWS ($116B run rate); Azure ($107.2B), GCP ($49B), Oracle Cloud ($12B IaaS, $16.8B SaaS), CoreWeave ($1B, since 2022) – OpenAI ($12-13B in 2025)
• NVIDIA ($130B)
• Massive Data Center build outs - Stargate ($500B), Meta ($60-65B), Grok/X ($10B)
  • AWS ($100B), Azure ($80B),
  • Saudi Arabia (up to $100B)

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from June 2025.

SHOW: 937

SHOW TRANSCRIPT: The Cloudcast #937 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website

SHOW NOTES:

• Link to June 2025 News and Articles

FEEDBACK?

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• Twitter/X: @cloudcastpod
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As AI evolves into the Enterprise, will we see greater uptake of AI-native applications or AI add-on applications? Briandon Whichard (@bwhichard) and Cote (@cote) from Software Defined Talk explore the pros and cons.

SHOW: 936

SHOW VIDEO: Watch the YouTube Live Recording of SDT Episode 525

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

This week, we try a shorter format inspired by the Dithering podcast. The conversation digs into the difference between apps built with AI from the ground up and those with AI bolted on after the fact.

Watch the YouTube Live Recording of SDT Episode 525

RUNDOWN

• Format inspired by Dithering
• An Interview with Cursor Co-Founder and CEO Michael Truell

FEEDBACK?

• Email: show at the cloudcast dot net
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Tanmai Gopal (@tanmaigo, CEO/Founder @HasuraQL) discusses the importance of reliability and trustworthiness for both generative and agentic AI. We discuss the pitfalls in existing data pipelines and how to enhance the results.

SHOW: 935

SHOW TRANSCRIPT: The Cloudcast #935 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Hasura website
• Hasura GitHub

Topic 1 - Welcome to the show, Tanmai. Give everyone a quick introduction.

Topic 2 - Our topic today is Reliable and Trustworthy AI Agents. First off, what’s the problem we’re solving for here (define reliability and trustworthiness)? Are we solving for hallucinations? Reliability? Connecting private and Enterprise data to models with fine-tuning or RAG?

Topic 3 - How is reliability or trustworthiness measured? I would imagine this isn’t black and white, but maybe a bit more subjective?

Topic 4 - How do Agentic and GenAI differ, if at all, with this model? I would think that since Gen AI lends itself more to the creative side and Agent AI is very deterministic, the approaches to solving the problem might be different. Thoughts?

Topic 5 - Let’s talk about data pipelines. Today, many organizations take an off-the-shelf frontier or foundational model and then apply a RAG pipeline to it for customization. Sometimes fine-tuning is involved, but in my experience, this is the exception rather than the rule. What is wrong with that architecture today? How is this less reliable?

Topic 6 - Let’s talk about Hasura and PromptQL. As I understand it, you are decoupling query planning from execution, thereby creating a more deterministic AI workflow. Now… that’s a mouthful. Can you break down what this means and explain how the architecture differs?

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Are the dynamics of the hyperscale cloud providers changing? Will the leaders of the last decade continue for the next 3-5 years, or the next decade? Let’s explore how the market is now rapidly changing.

SHOW: 934

SHOW TRANSCRIPT: The Cloudcast #934 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

• Andy Jassy (Amazon CEO) - Thoughts on Generative AI
• AWS quarterly revenue growth
• OpenAI struggling to meet deadline for $20B investment (including Microsoft)
• Inside Microsoft’s complex relationship with OpenAI
• Google Cloud quarterly revenues
• BG2 Podcast
• East Meets West 2025 (keynote presentation)

TECHNOLOGY WAVES CHANGE MARKET DYNAMICS; INCUMBENTS DON’T ALWAYS LEAD

• Revenues: AWS ($62B, 2021), Azure ($60B, 2021), GCP ($19B, 2021)
• Revenues (run rate): AWS ($130B, 2025), Azure ($108B, 2025), GCP ($50B, 2025)
• AWS is on 3rd CEO since pandemic; market questioning their AI strategy
• Azure + OpenAI alignment strategy went from strategic to questioned
• Google start-stop AI strategy, but coming together; but company breakup looming
• Apple AI strategy seems completely unknown (Siri,Apple Intelligence, devices, models?)
• Oracle seems to be rebounding around Oracle Cloud Infrastructure
• New hypercloud AI providers emerging? The Amazon/AWS 20%

FEEDBACK?

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Simon Yu (Co-Founder @SpeakeasyDev)discusses the rise of MCP servers, API integration into AI systems, including SDK generation, and the emergence of the Agentic web.

SHOW: 933

SHOW TRANSCRIPT: The Cloudcast #933 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Speakeasy website
• Speakeasy MCP Hub
• The NewStack article on MCP with Speakeasy

Topic 1 - Welcome to the show, Simon. Give everyone a quick introduction.

Topic 2 - API tooling and platforms for AI has become the hot topic this year. Of course, Agentic AI has made significant contributions to this. What trends do you see that we need to pay attention to? What problems are organizations trying to solve?

Topic 3 - Let’s dig into MCP Servers. The interest in MCP has taken off. At the highest level, why do they exist?

Topic 4 - MCP servers and all the recent announcements around an Agentic Web have me thinking… Do we need to prepare for an Internet where AI agents talk to each other? We had humans and GUIs (web frontends), then we saw the rise of APIs. Is this a third wave or an evolution of the API wave?

Topic 5 - How do SDKs and things like AI API tooling play into all of this? API tools to generate SDKs or AI documentation aren’t new. How does the abstraction of AI change this process?

Topic 6 - In our experience, API-level integrations are challenging to productize. Sometimes it comes down to something as simple as who is going to pay for it, and developers often have a voice and a seat at the table, but don’t have the budget. What has been your experience?

Topic 7 - How does the business side of the house see an advantage to this? What metrics tend to matter and are measurable?

FEEDBACK?

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As Father's Day rolls around, we explore some tales from people taking on their first professional jobs, and how those lessons can relate to managers of newer hires.

SHOW: 932

SHOW TRANSCRIPT: The Cloudcast #932 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud
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SHOW NOTES:

SOMETIMES WE FORGET HOW CHALLENGING THAT FIRST JOB WAS

• Sometimes your first job(s) are just cogs in a machine - you work, but you don’t really care
• A tale of two first job searches and surrounding activities
• [Tale 1] Are you qualified for a job? Do you know how to do all the required things?
• “I’m about to do this first task, and I’m very nervous”
• “They keep giving me more things to do, and asking if I want more things to do”
• “Just run with it, own it”
• We meet 1:1 every week. Sometimes they miss/cancel the meeting.
• Understanding the entrepreneur’s mindset and challenges
• [Tale 2] The fork in the road, and the road less travelled.
• The job that doesn’t pay as well, but provides the necessary experience.

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Tobi Knaup (@superguenter, VP/GM of Cloud Native @Nutanix) talks about the evolution of the cloud-native ecosystem, the intersection of AI and Kubernetes, and expectations of the next few years.

SHOW: 931

SHOW TRANSCRIPT: The Cloudcast #931 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Nutanix Cloud Native
• The Cloudcast #211 - Mesosphere DCOS

Topic 1 - Welcome to the show! Full disclosure for everyone out there, I worked for Tobi at Nutanix. Give everyone a brief introduction and a little about your background.

Topic 2 - This is a throwback for our long-time listeners. We had Ben Hindman on episode #211 almost 10 years ago, when D2IQ was Mesosphere, and we also spoke to Dave Lester, who was at Twitter back in 2014. I’m not going to ask you to catch everyone up on 10 years of your company and the history… but I will encourage everyone to go back and listen to that podcast. It is an excellent snapshot of the early days of cloud native and containers. Today, we will talk a bit about the state of cloud native. The most recent KubeCon EU was a few months ago. What were your thoughts around the event and the current state of the industry?

Topic 3 - What are the most prominent challenges organizations face today with Cloud Native adoption? You hear about the complexity, you hear about Kubernetes is a platform to build platforms… still true?

Topic 4 - Where do you think Cloud Native goes in the next 2-3 years? What technologies or design patterns (besides AI, we’ll talk about that later) evolve, and where does the next round of adoption come from?

Topic 5 - Let’s talk about storage and data services quickly. Data services for K8s is messy, really messy at times. Give everyone an overview of the problem at scale and the challenges, especially in multi-cloud environments, which I’m finding more and more.

Topic 6 - I’d be remiss if I didn’t mention AI and its impact in the space. AI came along and sucked all the air out of the room for a time. How do you think about AI today, now that the dust has settled a bit? Is it just an “app” to run on top? How will AI impact cloud native longer term?

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As we try and predict the future, we explore the possibilities of technology augmenting or replacing the middle of the bell curve. What has history taught us, and where do we expect it to repeat itself or at least rhyme?

SHOW: 930

SHOW TRANSCRIPT: The Cloudcast #930 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud
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SHOW NOTES:

• I Am Disappointed in the AI Discourse (Steve Klabnik)
• All My AI Skeptical Friends are Nuts (Thomas Ptacek)
• Pearl Jam - Porch (1991)

MOST OF US ARE THE MIDDLE TODAY….BUT WHAT ABOUT TOMORROW?

• I’d like to give you free intelligence. Later it might cost something, but it’ll be available
• If you choose not to engage with it, your job prospects might be limited in the future
• There ain’t gonna be any middle anymore - how does that relate to AI?
• “Hollowing out the middle”
• We can’t force people to use AI, but it’s going to be in the tools you use daily
• You probably have a choice now
• AI won’t have binary impacts on everyone (good/bad), but it’ll have impacts
• I understand that we don’t understand everyone else’s context, but we do have historical context

FEEDBACK?

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Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from May 2025, including Google I/O, Microsoft Build, OpenAI, and Jony Ive.

SHOW: 929

SHOW TRANSCRIPT: The Cloudcast #929 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Link to May 2025 News and Articles

FEEDBACK?

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Is it ever a good time for a company to announce vaporware? Let’s discuss the pros and cons of pre-announcements, vaporware, and the strategy of products that may or may not ever exist.

SHOW: 928

SHOW TRANSCRIPT: The Cloudcast #928 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

• The McGuffin “Challenge” - Software Defined Talk (May 30, 2025)
• McGuffin (Wikipedia)

IS IT EVER A GOOD TIME TO PRE-ANNOUNCE SOMETHING? OR VAPORWARE ON PURPOSE?

• Russ Hanneman (Silicon Valley) - “No Revenue”
• Set a big ambition for the company
• Distract the market from current company challenges
• Distract your competitors to chase something where they don’t have strengths
• Probe the market for ideas - sort of like a “leak”
• Get the market to pump your valuation, so you can take other actions
• Stall your customers from potentially buying a competitive offer

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Anand Kannappan (@anandnk24, CEO @PatronusAI) talks about evaluating AI models for hallucinations, managing data quality, automating the process, and optimizing models.

SHOW: 927

SHOW TRANSCRIPT: The Cloudcast #927 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Patronus AI website

Topic 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 hallucination

Topic 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?

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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: 926

SHOW TRANSCRIPT: The Cloudcast #926 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud
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SHOW NOTES:

• The final 5% of AI success

HOW 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 humans
• We 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.

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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: 925

SHOW TRANSCRIPT: The Cloudcast #925 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• View.io website

Topic 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 Representation

Topic 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?

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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: 924

SHOW TRANSCRIPT: The Cloudcast #924 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW 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?

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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: 923

SHOW TRANSCRIPT: The Cloudcast #923 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Runway website
• Behind 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?

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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: 922

SHOW TRANSCRIPT: The Cloudcast #922 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Amazon 2024 CEO Letter to Shareholders - A Why Culture
• Uber CEO says “it is what it is” about changing benefits

WHEN 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 strong
• Outside of finance, tech tends to pay at the high end of salaries and perks
• We’re in an interesting time of challenging economics and pressure from AI
• Perks are difficult to pull back, because business success isn’t evenly rewarded
• Why is positioned as open culture, or strategy, but it’s also about day-to-day behavior
• It is what it is a decision, but it’s also accountability and continued viability
• Most leaders are going to have to manage between Why and It is what it is in 2025
• Most workers are going to have to work between Why and It is what it is in 2025

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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: 921

SHOW TRANSCRIPT: The Cloudcast #921 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Link to April 2025 News and Articles

FEEDBACK?

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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: 920

SHOW TRANSCRIPT: The Cloudcast #920 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW 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 bundling
• Expect 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 curve
• Sharing still seems to be lacking within the AI tools. Not just sharing of an individual task, but sharing of learning curves, best practices, datasets
• Is there a dataset collection opportunity? This feels like Big Data or Data Lake 5.0.

FEEDBACK?

• Email: show at the cloudcast dot net
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Mark Freydl (CEO/Founder @codiacio) talks about the challenges of blending IaaC, DevOps and Platform Engineering to drive efficient software development lifecycles.

SHOW: 919

SHOW TRANSCRIPT: The Cloudcast #919 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

• Codiac website
• Codiac at Tech Field Day

Topic 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 net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
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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: 918

SHOW TRANSCRIPT: The Cloudcast #918 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Anthropic warns that fully AI employees are a year away
• AuthZ Agents Chaos
• Why we need to get AuthZ right
• AI Agent Gateway and AI Agent Mesh
• Auth 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 Frameworks

HOW 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 net
• Twitter/X: @cloudcastpod
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Taylor Pechacek (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: 917

SHOW TRANSCRIPT: The Cloudcast #917 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• Try Postman AI Agent Builder Today
• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Postman - The World’s Leading API Platform
• OpenAPI Specification
• MCP - 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 net
• Bluesky: @cloudcastpod.bsky.social
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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: 916

SHOW TRANSCRIPT: The Cloudcast #916 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• Try Postman AI Agent Builder Today
• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• CEOs choose more AI, fewer jobs
• OpenAI plots charging $20,000 per month for PhD-level Agents
• Why AI isn’t giving Salesforce a boost
• The one person $Billion dollar company

HUMAN-AUGMENTED vs HUMAN-REPLACEMENT IS A COMPLEX AI STRATEGY

• Most AI projects today as either augmenting or replacing humans
• Technology has augmented, shifted or replaced human tasks for a while, this isn’t anything new
• Management/owners have tried to replace workers with technology for a long time
• Pricing 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 replacing
• The 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 net
• Twitter/X: @cloudcastpod
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Evan Powell (@epowell101, CEO at DeepTempo) talks about the intersection of CyberSecurity, Deep Learning and new AI techniques to improve operational security.

SHOW: 915

SHOW TRANSCRIPT: The Cloudcast #915 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• Cut Enterprise IT Support Costs by 30-50% with US Cloud
• Try Postman AI Agent Builder Today

SHOW NOTES:

• DeepTempo website
• The Promise of CyberSecurity Foundation Models
• Evan on The Cloudcast #165

Topic 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 net
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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: 914

SHOW TRANSCRIPT: The Cloudcast #914 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• Try Postman AI Agent Builder Today
• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW 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 evolving
• The technology stack and standards are still evolving
• Enterprise expectations are being confused with consumer expectations
• AI predictions and timelines are overly aggressive
• How 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 distributed
• Most people don’t like to talk about the augment vs. replace issue

Miscellaneous stuff:

• ChatGPT is the fasting growing tech ever
• AGI will be here at any moment
• For the first 18+ months, it was only an OpenAI + NVIDIA market
• All software development will be done by AI
• There will be $1B companies with 1 person
• GenAI, Frontier Models, Open Source Models, Agents, etc.
• Deep Seek, MCP, etc.

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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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: 913

SHOW TRANSCRIPT: The Cloudcast #913 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• Try Postman AI Agent Builder Today
• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Nooks.ai website
• Nooks Founders on Forbes 30 under 30 for AI

Topic 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 net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
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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: 912

SHOW TRANSCRIPT: The Cloudcast #912 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• Cut Enterprise IT Support Costs by 30-50% with US Cloud
• Book a Call Today with US Cloud
• Try Postman AI Agent Builder Today
• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW 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 net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
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Aaron Delp, Brian Gracely and Brandon Whichard discuss the top stories in Cloud and AI from March 2025 including recent M&A activity.

SHOW: 911

SHOW TRANSCRIPT: The Cloudcast #911 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• Try Postman AI Agent Builder Today
• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Link to March 2025 news and articles

SEGMENTS COVERED IN THE SHOW:

• Recent M&A
• Good Old Fashioned Cloud News
• The AI Innovation Continues

FEEDBACK?

• Email: show at the cloudcast dot net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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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: 910

SHOW TRANSCRIPT: The Cloudcast #910 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• Try Postman AI Agent Builder Today
• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Software Defined Interviews - Episode with Brian Gracely

WHAT HAPPENS DURING AND AFTER AN ACQUISITION?

• Moving from an IC to Leadership role is a complex choice
• Moving from a technical to a less technical role is a difficult choice
• What 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 net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
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With Kubecon coming up next week, we speak to Lukas Gentele (@LukasGentele, Co-Founder/ CEO at Loft Labs (@loft_sh)), about virtualizing Kubernetes

SHOW: 909

SHOW TRANSCRIPT: The Cloudcast #909 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• Try Postman AI Agent Builder Today
• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Loft Labs website
• Loft Labs on TechCrunch
• Loft Labs vCluster Cloud

Topic 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?

FEEDBACK?

• Email: show at the cloudcast dot net
• Bluesky: @cloudcastpod.bsky.social
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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: 908

SHOW TRANSCRIPT: The Cloudcast #908 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• Try Postman AI Agent Builder Today
• Cut Enterprise IT Support Costs by 30-50% with US Cloud

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 approach
• Did 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 closets
• Retention of key people? Expectations of key people? How long do the leaders stay?

FEEDBACK?

• Email: show at the cloudcast dot net
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Adam Jacob (@adamhjk, CEO/Founder @thesysteminit) talks about the evolution and intersection of DevOps 2.0, Infrastructure as Code (IaC), and what’s next

SHOW: 907

SHOW TRANSCRIPT: The Cloudcast #907 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• Try Postman AI Agent Builder Today
• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• System Initiative website
• Adam on The Cloudcast #729

Topic 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 net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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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: 906

SHOW TRANSCRIPT: The Cloudcast #906 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• Try Postman AI Agent Builder Today
• Cut Enterprise IT Support Costs by 30-50% with US Cloud

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 net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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Jon Duren, Sr. Practice Manager, AI & Data @wwt_inc & Druce MacFarlane, Product @Infoblox talks about the intersection of AI, Startups, and Enterprise Trends.

SHOW: 905

SHOW TRANSCRIPT: The Cloudcast #905 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• Try Postman AI Agent Builder Today
• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• WWT website
• WWT AI Proving Ground
• Infoblox website
• Startup Lantern Podcast

Topic 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 yet

Topic 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 months

Topic 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 net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
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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: 904

SHOW TRANSCRIPT: The Cloudcast #904 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• Try Postman AI Agent Builder Today
• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Jeff Bezos’ API Mandate, and 5 Rules surrounding it
• Jensen Huang’s NVIDIA “Top 5 Things” email

DO 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 have
• How 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 net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
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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: 903

SHOW TRANSCRIPT:** The Cloudcast #903 Transcript

SHOW 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 Today
• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Link to February 2025 news and articles

SEGMENTS COVERED IN THE SHOW:

• Good Old Fashioned Cloud News
• The AI Innovation Continues

FEEDBACK?

• Email: show at the cloudcast dot net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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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: 902

SHOW TRANSCRIPT: The Cloudcast #902 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• Try Postman AI Agent Builder Today
• Cut Enterprise IT Support Costs by 30-50% with US Cloud

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 AI
• NVIDIA announces Q4 earnings
• An interview about AI unknowns (Stratechery)

IF YOU’RE CONFUSED ABOUT AI, YOU’RE NOT ALONE.

• There is a ton of AI out there, but it’s not always simple
• There’s a ton of AI out there, but it’s not always affordable
• There’s a ton of AI out there, and sometimes it blows our mind
• There’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 fast
• There’s a ton of AI out there, and people are struggling with technology and politics overlapping so much

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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Andrew Filev (@andrewsthoughts, Founder @zencoderai) talks about the state and future of developer coding co-pilots.

SHOW: 901

SHOW TRANSCRIPT: The Cloudcast #901 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• Try Postman AI Agent Builder Today
• Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• ZenCoder website

Topic 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 net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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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: 900

SHOW TRANSCRIPT: The Cloudcast #900 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

• Cloud News of the Month - January 2025 - DeepSeek
• Best 100 Technology Podcasts
• Top Cloud Computing Podcasts
• Top Software Engineering Podcasts
• Top IT Podcasts

WHAT 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 net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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Madhura Maskasky (@madhuramaskasky, Chief Product Officer at @Platform9Sys) talks about the current state of the VMware virtualization market, thoughts on migrations, and factors to consider to speed migrations.

SHOW: 899

SHOW TRANSCRIPT: The Cloudcast #899 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW 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 Migrations
• The Cloudcast #158 - Private Clouds with Platform 9
• The Serverless Cast #1 - Project Fission

Topic 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 net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X:

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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: 898

SHOW TRANSCRIPT: The Cloudcast #898 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK 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 net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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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 level

SHOW: 897

SHOW TRANSCRIPT: The Cloudcast #897 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

• Drew Saur Executive Coaching (homepage)
• Drew Saur Coaching Community

Topic 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 thinking

Topic 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 this

Topic 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 most

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 net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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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: 896

SHOW TRANSCRIPT: The Cloudcast #896 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK 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 PATHS

• We’ve come full circle after 10+ years
• Can 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 net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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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: 895

SHOW TRANSCRIPT:** The Cloudcast #895 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

• Link to January 2025 news and articles

SEGMENTS COVERED IN THE SHOW:

• Good Old Fashioned Cloud News
• The AI Innovation Continues

FEEDBACK?

• Email: show at the cloudcast dot net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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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: 894

SHOW TRANSCRIPT: The Cloudcast #894 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

• United States vs. IBM
• United States vs. Microsoft
• Oracle vs. Google (Java)
• EU vs. Apple (AppStore)
• EU vs. Google
• “Shut up and dribble” (2018)

THE OLD SWIM LANES ARE NO LONGER INDEPENDENT AND ISOLATED

• Vendors 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, Amazon
• Companies are involved in 1st Amendment situations - Google, Amazon/WashPost
• All tech companies are bidding for Gov’t contracts
• Intel is the target of the US Chips Act - govt subsidy
• AI overlaps copyright, data sovereignty, govt regulations/restrictions
• Nation-state funded security attacks

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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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: 893

SHOW TRANSCRIPT: The Cloudcast #893 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW 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 net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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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: 892

SHOW TRANSCRIPT: The Cloudcast #892 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK 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 HAPPENING

• Why 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 net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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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 Growth

**SHOW: 891

SHOW TRANSCRIPT: The Cloudcast #891 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw NEW 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 of Topic 3 - How to eliminate revenue losses caused by misaligned pricing or unnecessary discounts Topic 4 - Exploring the science and discipline behind pricing - particularly for ventures with subscription offerings Topic 5 - The do's and dont's when migrating your current customers to new pricing strategies Topic 6 - How AI Is redefining SaaS pricing models FEEDBACK?

• Email: show at the cloudcast dot net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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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: 890

SHOW TRANSCRIPT: The Cloudcast #890 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

• Capture low-hanging AI fruit with Agents
• How to make your product idea go viral in your company

WHAT CONSIDERATIONS SHOULD GO INTO AN AI-FIRST STRATEGY

• 3-month, 6-month, 12-month projects
• What are the AI possibilities?
• AI Center of Sharing Experiences
• Base Models vs. Trained/Aligned Models
• Augment vs. Replacement (or AI Beginning) activities
• Vendor offering vs. Open Source evolution
• Cost Modeling and Cost Monitoring
• The 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 net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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Brian and Michael Cote (@cote, Co-Host @SoftwareDefinedTalk) talk about the ethics of using AI at for internal and external facing work.

SHOW: 889

SHOW TRANSCRIPT: The Cloudcast #889 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW 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 net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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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: 888

SHOW TRANSCRIPT: The Cloudcast #888 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

• WordPress CEO doesn’t know what his Sustainability team does
• Salesforce will hire no more software engineers in 2025

WHAT HAPPENS IF YOUR CEO DOESN’T KNOW WHAT YOUR GROUP DOES?

• Elon Musk eliminated 80% of Twitter/X workforce
• CEOs/CFOs are starting to think about AI in terms of reduced workforce
• WFH/RTO policies will be an on-going issue for the next few years
• How 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 net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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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: 887

SHOW TRANSCRIPT: The Cloudcast #887 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

• Considerations when evaluating a startup vs. a more traditional role
• Red Flags
• Considering Burnout
• How has the macro environment changed funding and employment
• Networking
• Keeping a routine

FEEDBACK?

• Email: show at the cloudcast dot net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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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: 886

SHOW TRANSCRIPT: The Cloudcast #886 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

SOME TIPS, TRICKS, SUGGESTIONS AND REFLECTIONS AS WE BEGIN YET ANOTHER YEAR

• General 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 net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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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: 885

SHOW TRANSCRIPT: The Cloudcast #885 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW 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 net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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It’s that time of the year again. Brian and Aaron wrap of the year in Cloud and AI, and make predictions for 2025.

SHOW: 884

SHOW TRANSCRIPT: The Cloudcast #884 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

• Cloud + AI News of the Year 2024 (shows, summaries, links)

LINK TO TOPIC DETAILS

Predictions, or 2025 areas of focus?

Aaron

• 2025 will be the year of AI ROI, and Agentic AI will make this worse
• There will be at least one “SkyNet scare” of Agentic AI
• 2025 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 net
• Bluesky: @cloudcastpod.bsky.social
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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: 883

SHOW TRANSCRIPT: The Cloudcast #883 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK 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?

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It’s that time of the year… Aaron and Brian answer emails and questions for the second half of the year.

**SHOW: 882

SHOW TRANSCRIPT: The Cloudcast #882 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw NEW 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 net
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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: 881

SHOW TRANSCRIPT: The Cloudcast #881 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

• Yacht Rock Documentary (HBO Max - Trailer)

WHY DON’T WE HAVE 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 net
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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: 880

SHOW TRANSCRIPT: The Cloudcast #880 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW SPONSOR:

• While data may be shaping our world, Data Citizens Dialogues is shaping the conversation
• Follow Data Citizens Dialogues on Apple, Spotify, YouTube, or wherever you get your podcasts

SHOW NOTES:

• AWS re:Invent 2024 - CEO Keynote with Matt Garman
• Top Announcements of 2024 AWS re:Invent
• What hath AWS wrought? (Forrest Brazzeal newsletter)
• Prince guitar solo during George Harrison tribute

Overall Takeaways:

• The new CEO
• The overall themes
• Andy Jassy’s appearance

Brian’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 primitives
• AWS 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 CEO
• AWS 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 net
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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: 879

SHOW TRANSCRIPT: The Cloudcast #879 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK 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 money
• Breakthrough results haven’t emerged yet (business models, profits)
• It’s not clear that there is a technology moat; but maybe a capital moat
• Model training costs are expected to rise 5x to 10x - worse economics??
• Lots of VC investment and vendor 2nd-order investments
• LLM 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 Assistants
• Consulting 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 people
• No real conclusion

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
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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: 878

SHOW TRANSCRIPT:** The Cloudcast #878 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"

SHOW SPONSOR:

• Upgrade to the next generation of the cloud. Oracle Cloud Infrastructure

SHOW NOTES:

• Link to November 2024 news and articles

SEGMENTS COVERED IN THE SHOW:

• Good Old Fashioned Cloud News
• The AI Innovation Continues

FEEDBACK?

• Email: show at the cloudcast dot net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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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: 877

SHOW TRANSCRIPT: The Cloudcast #877 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSOR:Love the insights from this episode? Make sure you never miss a beat with Chatpods! Whether you're commuting, working out, or just on the go, Chatpods lets you capture and summarize key takeaways effortlessly.
Save time, stay organized, and keep your thoughts at your fingertips.
Download Chatpods directly from App Store or Google Play and use it to listen to this podcast today!

SHOW NOTES:

• The case against living in the Bay area (Forrest Brazeal)
• Cost of living calculator
• Best 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 Valley

THE PROS AND CONS OF LIVING IN SILICON VALLEY DURING A BOOM?

• Density of ideas
• Density of people that obsess over technology
• Work from Office vs. Work from Anywhere
• Location of customers - and physical vs. digital
• Ability to make money vs. life changing money
• Non-work considerations (family, non-work activities, etc.)

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
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Andrew Manoske (@a2d2, VP Products @Kindo) talks about the intersection of GenAI and DevSecOps, the WhiteRabbitNeo model, and learning adversary behavior.

SHOW: 876

SHOW TRANSCRIPT: The Cloudcast #876 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SHOW SPONSOR:

• While data may be shaping our world, Data Citizens Dialogues is shaping the conversation
• Follow Data Citizens Dialogues on Apple, Spotify, YouTube, or wherever you get your podcasts

SHOW NOTES:

• Kindo (homepage)
• WhiteRabbitNeo (open source project)
• Open Source GenAI models advances support for CyberSecurity and DecSecOps teams

Topic 1 - Welcome to the show. Tell us about your background and your current areas of focus.

Topic 2 - You come from a security background. Every conversation we have with security teams is “attackers have more tools, more money and more time”. Is security an almost unwinnable game without a new way of thinking about the equation?

Topic 3 - It seems like AI has the potential to give Security teams (or anyone in IT) more of a chance, if used properly. How are you thinking about giving teams the right security AI powers?

Topic 4 - Let’s talk about WhiteRabbitNeo. “WhiteRabbitNeo is uncensored and trained to act like a modern adversary.” What does this mean in practical terms?

Topic 5 - Where is the potential for the right set of AI models + Agents to make a significant impact towards better on-going security?

Topic 6 - There will be lots of things aimed at being AI for Security. How would you tell someone how to sort through what is useful vs. AI-washed or not likely to be useful?

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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In the Cloud Era, Netflix was held up as the lighthouse for what was possible with cloud. So who is the Netflix of the AI era, and are we learning enough about AI yet?

SHOW: 875

SHOW TRANSCRIPT: The Cloudcast #875 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSOR:Love the insights from this episode? Make sure you never miss a beat with Chatpods! Whether you're commuting, working out, or just on the go, Chatpods lets you capture and summarize key takeaways effortlessly.
Save time, stay organized, and keep your thoughts at your fingertips.
Download Chatpods directly from App Store or Google Play and use it to listen to this podcast today!

SHOW NOTES:

• New research shows widespread adoption of GenAI
• NetflixOSS (homepage)

WHAT DID NETFLIX DO FOR THE CLOUD ERA?

• Provided a face for a new style of doing work
• Provided validation that a new model could work
• Encouraged people to explore older, “bad practices”
• Began to define metrics of what the new world could look like

WHY DO WE NEED A NETFLIX OF THE AI ERA?

• Because AI can apparently do everything, but what are some specific things?
• What are the new ways of thinking about old problems?
• Has it been proven to improve teams, or mostly individuals?
• Do we need a Couch to 5k set of use-cases? Starting use-cases
• Or is AI going to be a big-bang approach?

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
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Sunil Mallya (@sunilmallya, Co-Founder & CTO @_FlipAI) talks about building AI models to help IT Operations teams simplify troubleshooting, incident response and pattern detection.

**SHOW: 874

SHOW TRANSCRIPT: The Cloudcast #874 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"
SHOW NOTES:**

• Flip AI (homepage)
• Enterprise AI Agents: Bringing LLMs to Enterprise Data

Topic 1 - Welcome to the show.

Topic 2 - Let’s begin by talking about your broader view of where IT Operations is today for large companies. What are their biggest challenges, and where are their opportunities for big improvements?

Topic 3 - One of the biggest challenges for IT Operations is so many systems, so many tools, so many data sources and the difficulty of coordinating (troubleshooting, incident response, pattern detection, etc.) across them. Is there a modern approach that’s emerging about how to make this better?

Topic 4 - Where does the potential of AI models come into play here? It is more focused on being able to ask the system for diagnosis, or can it start getting closer to taking independent actions? Topic 5 - How do you train an AI model with so many different pieces of customer data?

Topic 6 - Let’s talk about AI Agents and what they can begin to accomplish within an Enterprise.

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter: @cloudcastpod
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• TikTok: @cloudcastpod

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It’s not a reach to say that we’re currently in a time of uncertainty, across technology, economic and political spectrums. But historically, times of uncertainty have often led to unexpected creativity.

SHOW: 873

SHOW TRANSCRIPT: The Cloudcast #873 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

STUFF THAT FEELS UNCERTAIN OR FRAGMENTED RIGHT NOW

• Transition of US political parties (regulation, leadership, reaction to the unknown, friend or foe of Silicon Valley)
• Stock market is somewhat bullish, but credit markets aren’t aligned
• Social media seems more fragmented (good & bad), so what does this do to information flows, learning, discussions, etc.
• Speculation is that AI LLM models are starting to plateau
• Cloud providers aren’t really talking about anything but AI
• VCs seem to be excited about the potential of acquisitions again, but who?
• Netflix can’t seem to figure out streaming live TV, at least at scale - but Amazon can?

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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Rosalind Whitley (Dir. Product @Kentikinc) and Ethan Smith (Staff SRE @ An Enterprise Security Company) talk about network observability, the evolution of SRE for networking, flow analysis, and the complexity and tradeoffs or network design and operations at scale.

SHOW: 872

SHOW TRANSCRIPT: The Cloudcast #872 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW SPONSOR:

• While data may be shaping our world, Data Citizens Dialogues is shaping the conversation
• Follow Data Citizens Dialogues on Apple, Spotify, YouTube, or wherever you get your podcasts

SHOW NOTES:

• Kentik - The Network Observability Platform (homepage)

Topic 1 - Welcome to the show. Tell us about your background and the areas you focus on today.

Topic 2 - I want to begin with the complexity of networking, and not just in the sense of routing, etc. Can you walk us through some of the things you have to consider, and potentially tradeoff, as you’re thinking about network design and operations (e.g. performance, security, costs, logging, troubleshooting, etc.)

Topic 3 - Usually there are many teams involved in making a large organization work. How do you collaborate across teams, and what types of technical hurdles get in the way of delivering the service? (maybe discuss logging challenges)

Topic 3a - How has the role of SRE and Network Engineer evolved as we’re now dealing with this new complexity? You have all the normal performance, high availability, observability stuff, but also things like egress costs, etc.

Topic 4 - We talked earlier about the challenge of cost management when running a large SaaS service. What are some of the ways that you explore or model costing behaviors and look to improve them?

Topic 5 - As you’re working in a single cloud (e.g. AWS), there’s often a belief that working only in that ecosystem is the best approach, as everything is integrated or billing is simpler. How did you go about exploring alternatives that worked in your cloud, but gave you more flexibility for your services?

Topic 6 - How do you tend to think about lines of demarcation between your team, the SaaS tooling provider and the cloud provider?

FEEDBACK?

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While there will be plenty of evaluation of how the 2024 US elections played out, we take a look at 13 tips that we can learn from the campaigns that can be used for tech communications.

SHOW: 871

SHOW TRANSCRIPT: The Cloudcast #871 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW NOTES:

• Dithering - Trump Tech Policy
• Stratechery - Big Tech, Little Tech, Chips and Hardware
• Pivot - How Trump will Impact Tech, Economy
• Cube Podcast - https://www.thecube.net/cube-podcast

SHOW SPONSOR:

• Upgrade to the next generation of the cloud. Oracle Cloud Infrastructure

CAN THE TECH INDUSTRY LEARN ANYTHING FROM POLITICAL CAMPAIGNS?

1. It’s very difficult to disrupt the incumbent or most well-known name
2. It’s more difficult to prove “what if” (future) vs. something that already happened
3. Figure out messaging velocity and variability (change the story vs. stick to the story)
4. Plans tend to defeat a lack of plans (or vagueness)
5. Fear is as powerful a motivator as hope/joy/possibilities
6. Complex topics (eg. democracy, DevOps) are difficult for people to understand, if they aren’t well defined.
7. People tend to make decision with their wallet, based on their current situation
8. Are you speaking to a niche audience, or a large audience?
9. If your competition defines you, you need to reframe it quickly
10. If your competition finds a liability, you need to address it quickly
11. Sometimes small things can be the center of the discussion
12. Know where your audience is getting their information from (traditional vs. modern channels)
13. Are you trying to get people to align on an issue, or a set of virtues (align to a group)?

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

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Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard) discuss the top stories in Cloud and AI from October 2024.

**SHOW: 870

SHOW TRANSCRIPT:** The Cloudcast #870 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"

SHOW SPONSOR:

• While data may be shaping our world, Data Citizens Dialogues is shaping the conversation
• Follow Data Citizens Dialogues on Apple, Spotify, YouTube, or wherever you get your podcasts

SHOW NOTES:

• Link to October 2024 news and articles

SEGMENTS COVERED IN THE SHOW:

• Good Old Fashioned Cloud News
• The AI Innovation Continues

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

View Details

Keri Olson (@ksolson20, VP AI for Code at @IBM) talks about coding assistants across the software development lifecycle, the future of agents, and domain-specific assistants.

SHOW: 869

SHOW TRANSCRIPT: The Cloudcast #869 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SHOW SPONSOR: