The Enterprise AI Show

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: 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 demoSHOW NOTES: Opening Thesis - How will team collaboration evolve within Enterprise AI? Question: Any suggestions on how to introduce enterprise-level governance and standardisation for agentic coding? Like skills, rules, plugins, context etc Key Topics  1. This isn’t a Coding-specific problem. Every team has this issue.  If your processes weren’t well defined and enforced before, they will be worse nowNot it’s not just process standardization, but “buy-in” standardization2. Everything moves so fast, so managers don’t have the answers (yet)  AI value is being created bottom-up, but paid for (and mandated) top-downThe current measurements aren’t useful (tokenmaxxing, all-or-nothing, etc.)3. The governance tools don’t exist yet. And it’s not clear that anyone wants them. They didn’t want them before. How do you even define governance? What’s the baby step before that, reuse and basic sharing? 4. Are we ready to invest in “Centers of Excellence” again?  5. We under-estimate the “creativity” element in human buy-in.  Is success measured in improvement or replacement?How much of that did “you” do? We don’t know how to measure that.We haven’t lived through an AI-centric promotion cycle yet6. Bottom-up and Top-down need to find some common language and middle ground.  Have they walked a mile in each other’s shoes yet (or lately)?How to bring a reality to the hype vs. demands vs. learning curve?How long is an AI-centric cycle vs. a pre-AI-centric cycle? FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

SUMMARY:  Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, Software Defined Talk and Failover Media) discuss the biggest AI news stories from the month of May, 2026.  SHOW: 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 demoShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!SHOW NOTES: Links to all the AI News covered in this month’s showFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

SUMMARY: The biggest enterprise AI question may no longer 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 demoSHOW NOTES: Opening Thesis - Was the first wave of AI adoption artificially cheap? - The industry may be transitioning from subsidized growth to usage-based economics.  Key Topics  1. Evidence AI Was Subsidized  Massive CAPEX vs low end-user pricing Generous enterprise bundles Frontier model access for $20/month 2. The Hidden Economics of AI Agents -  Agents consume exponentially more inference Tool orchestration, retries, memory, verification 3. Why Frontier Labs Are Shifting Focus  From benchmark supremacy to orchestration Governance, memory, connectors, MCP, workflows 4. Forecasting AI Pricing  12 Months:  Commodity inference gets cheaper - Frontier reasoning remains premium 24 Months:  AI billing resembles AWS-style infrastructure billing Runtime, memory, latency and orchestration become billable 36 Months: Outcome-based pricing emerges AI spending shifts from IT budgets to labor budgets Final Takeaways  Commodity AI becomes utility-priced Frontier reasoning becomes premium Agents reshape enterprise economicsKey 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: orchestrationgovernanceworkflowsenterprise contextoperational 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? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

SUMMARY: As AI Agents are being brought into complex, regulated workflows, we explore the importance of accountability and accuracy, and how platforms and harnesses accomplish that goal. Can the CFO really fall in love with AI?  GUEST:  Ram Venkatesh, Co-Founder/CTO of Sema4.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 demoShareGate - ShareGate Protect. Microsoft 365 Governance. We got this.SHOW NOTES: Topic 1 - Welcome to the show. Tell us about your background, and what led you to create Sema4.ai?.  Topic 2 - AI Agents vs. Automation 2.0. What Actually Changed. Tell us about the Sema4.ai platform and capabilities. What challenges does it solve today? Topic 3 - You’re initially focused on solving challenges for the CFO, which means there is a ROI-focus all the time. Why did you target that segment of the business first? Topic 3a - What are the biggest hidden costs in enterprise AI deployments today? Topic 4 - Sema4.ai emphasizes “your LLM, your VPC, your data.”  What are the biggest considerations for companies looking to create these private/sovereign AI solutions? What typically gets overlooked? Topic 5 - How do you tend to frame the conversation about AI trustworthiness, and the role of humans vs. agents for enterprise work?  Topic 6 - It feels like so much has changed or evolved with AI in the last 2-3 years. How does an Enterprise think about this much change for something that will be core to many critical applications? What will the Enterprise Architecture look like in 2 years? Topic 7 - Sema4.ai emerged partly from the acquisition of Robocorp and has roots in open-source automation.  Do you have a perspective on the role open-source will play in AI going forward?  FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

SUMMARY: As AI agents become embedded in everyday work, Microsoft 365 governance is no longer a back-office compliance exercise. it’s the “traction control” that lets enterprises innovate faster without losing control of their data, identities, and workflows. GUEST: Richard Harbridge, Principal Industry Advisor, Microsoft 365 at 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 demoSHOW NOTES: Nearly 1 in 3 Organizations Report AI-Driven Data Exposure IncidentsOther Resources:A complete checklist for Microsoft 365 governance https://sharegate.com/guides/checklist-for-microsoft-365-governance Request a demo of ShareGate: Get a 1:1 ShareGate demo tailored to your Microsoft 365 use case Article around that divide of confidence vs reality of data exposure sharegate.com/blog/93-of-it-leaders-are-confident-in-their-ai-governance-but-nearly-1-in-3-report-data-exposure-incidents The State of Microsoft 365 industry report with more stats and insights - State of Microsoft 365 2025 | Free survey report – ShareGate | Sharegate (new one coming SOON)Topic 1 - Welcome to the show. Tell us about your background, and what you focus on today. Tell us about Sharegate.  Topic 2 - How has generative AI changed the definition of “governance” inside Microsoft 365 environments? Topic 3 - What are organizations underestimating about AI readiness in M365? Topic 4 - What do you think about “oversharing risk” in the era of AI assistants? Topic 5 - What patterns are you seeing around shadow AI and unsanctioned SaaS usage? Topic 6 - How should organizations rethink identity and access management for AI-driven workflows? Topic 7 - What does good AI governance look like operationally—not just as a policy document? FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

SUMMARY: RIP Reasoning, hello The Enterprise AI Show. We do a point-in-time analysis of the AI market for May 2026, across 11 major categories.  SHOW: 1027 SHOW TRANSCRIPT: The Enterprise AI Show #1027 Transcript SHOW SPONSORS: Nasuni - Activate your data for AI and request a demoShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!SHOW NOTES: Reviewing the Major AI Vendors FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

SUMMARY: We  explore one of the most overlooked bottlenecks in the AI boom: energy and infrastructure and  why power availability is becoming the limiting factor. GUEST: Wannie Park, Founder/CEO of PADO 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 demoSHOW NOTES: 1. AI’s Hidden Constraint: Power AI growth is no longer limited only by GPUs and computePower generation, cooling, and grid interconnects are emerging as major bottlenecksData centers could account for 10–12% of North American power demand in coming years2. Why Data Centers Are Being Reimagined Traditional data centers were built for enterprise IT, not AI-scale workloadsAI infrastructure introduces:Massive power density needsAdvanced cooling challenges3. The Grid Wasn’t Built for AI Utilities are designed around peak demand scenariosMost grids run well below peak capacity most of the timeAI workloads create volatile and unpredictable consumption patternsLong interconnection timelines are pushing companies toward alternative infrastructure models 4. GPU Utilization Is Surprisingly Low GPU clusters are often underutilized because of:Scheduling inefficiencies, Cooling limitations, SLA constraintsEffective GPU utilization may be as low as 12–13% in some environments5. Cooling as a Major Optimization Layer Legacy data centers often cool entire zones inefficientlyPado AI alignsAI workloads, Cooling systems, Power allocationWorkload-aware orchestration helps optimize cooling and compute efficiency 6. The Rise of “Compute Forecasting” Pado forecasts compute demand instead of energy demandThe platform models:GPU workloads, Power consumption, Cooling requirements, SLA prioritiesGoal: maximize “compute per megawatt”7. AI Workloads Become Time-Aware AI providers may increasingly:Shift workloads to off-peak periodsIncentivize delayed non-urgent jobsDynamically balance compute demandUsers are already seeing variable inference latency in real-world AI systems8. Sustainability vs Reliability vs Profitability Operators must balance:Uptime expectations, Infrastructure costs, Sustainability goalsRenewable adoption is growing, but reliability still drives investment in natural gas and battery-backed systems9. Brownfield vs Greenfield Opportunities Pado AI is focused primarily on existing (“brownfield”) data centersExisting enterprise infrastructure can often be extended and optimized instead of rebuiltEnterprises may gain significant AI capability without hyperscale GPU deploymentsFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

SUMMARY:  Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, Software Defined Talk and Failover Media) discuss the biggest AI news stories from the month of 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 demoShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!SHOW NOTES: Links to all the AI News covered in this months showFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 demoSHOW NOTES: Brian’s Picks GoogleMajor AI-centric IPO in 2026 ($1T valuation)Amazon (cloud)Company has more Agents that EmployeesTSMC (hardware)AMD (hardware)Family asks about AI at the holidaysData center issue causes a significant change to human existenceBrandon’s Picks AnthropicNVIDIABroadcomOpenAI (frontier model)AI Consumption-based pricing (end of subsidies)AI Energy DemandThe end of “vibe-coding”Sam Altman out at CEO of OpenAIFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 demoShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!SHOW NOTES: Halt and Retool (presentation) OpenAI Harness EngineeringAnthropic Harness Engineering 1. The “Halt and Retool” Moment A single-day build and deployment of a production feature triggered a company-wide realizationPaused all development to reassess how AI fundamentally changes engineering workflowsCreating “shock moments” (like stopping work) is key to driving mindset shifts2. From Coding to Agent Orchestration Developers are shifting from writing code → managing AI agentsWork resembles “multi-boxing” or conducting an orchestra of parallel agentsSuccess depends on coordinating tasks, not executing them directly3. The Rise of Harness Engineering Defined as everything between raw AI prompts and production-ready outputFocus: eliminating friction across the software development lifecycle Key practices:Logging agent errors and friction pointsContinuously refining workflows and toolingLetting AI reflect on and improve its own mistakes4. Spec-Driven Development Becomes Critical Poor specifications lead to exponential inefficienciesTeams now spend significantly more time on design and specs than coding5. Measuring the Impact ~3x increase in code velocityNear-zero “bit rot” Faster feature delivery—sometimes within 24 hours 6. Token Maxing & Developer Fitness Higher token usage often signals better workflows and deeper integration with AIPerformance becomes about system design, not efficiency constraints 7. New Tools & Interfaces Increased use of voice interfaces over typingTerminal-first workflows replacing traditional IDE-centric approachesAI-accessible knowledge bases becoming standard 8. The Future of Software Engineering Within ~6 months: developers may stop writing codeWithin ~12 months: developers may stop reading codeFocus shifts to:Intent, design, and orchestration. Domain expertise and problem modelingFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 demoSHOW NOTES: Chainguard Factory 2.0DriftlessAF Scaling Challenges & “Factory” Evolution Early automation relied on tools like GitHub ActionsAt scale, simple systems broke due to:Massive event volumesAPI rate limits (e.g., GitHub quotas)Exponential fan-out effectsKey innovation: custom work queue + reconciliation model~90% event deduplicationControlled throughput and backpressureImproved reliability and system stabilityIntroduced Driftless Built on reconciliation principles (inspired by Kubernetes):Compare desired vs. actual stateContinuously reconcile differencesBenefits:Resilience to missed eventsAutomatic retries and recoveryScales better than purely event-driven systemsAI Agents in Software Development AI is dramatically accelerating development workflowsChainguard uses agents to:Remediate vulnerabilities (CVEs)Update dependenciesFix failing tests and adapt to upstream changesKey Design Philosophy Least privilege → “least tool call”Avoid giving agents full system accessProvide narrowly scoped tools for specific tasksDelegate execution to sandboxed systems (e.g., CI pipelines)Focus on safe, controlled automationIndustry Shift: Velocity vs. Security Explosion of AI-driven tools (e.g., autonomous PR generation)Massive increase in development velocityNew risks:Poorly secured agent frameworksMalicious or unsafe automation patternsKey Takeaways Scale changes everythingSimple systems break under massive workloadsPurpose-built infrastructure becomes necessaryReconciliation > pure event-driven systems at scaleMore resilient, predictable, and controllableAI is a force multiplier—but requires guardrailsUnrestricted agents introduce serious riskConstrained, purpose-built agents are safer and more effectiveContinuous learning is mandatoryAI tooling is evolving too fast for static skillsetsTeams must actively experiment and adaptFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 demoShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!SHOW NOTES: Utilidata (homepage)AI Data Center to Receive 50% Capacity Boost with AI Power OrchestrationKEY TOPICS: Differences between grid power dynamics vs. AI workloadsEdge AI for real-time power flow optimizationUnlocking stranded capacity in existing infrastructure“4-to-make-3” vs. “4-to-make-4” data center designAI training vs. inference power consumption patternsRole of NVIDIA-powered edge compute modulesGrid modernization and coordination with utilitiesSecurity and resilience in critical infrastructureKEY MOMENTS: From centralized AI models to edge-based decision-makingDefining efficiency: utilization vs. thermal performanceWhy AI workloads aren’t as constant as they seemNVIDIA partnership and edge compute in power systemsUsing redundancy to increase usable capacityIncreasing density of AI compute and hidden capacityData center vs. utility responsibilitiesAddressing data center bottlenecks and scaling challengesCustomer landscape: hyperscalers to enterpriseSecurity, resilience, and critical infrastructureKEY INSIGHTS: AI workloads are dynamic, not constant: Training and inference create fluctuating power demands that can be optimized.Edge intelligence is critical: Real-time sensing and decision-making at the edge unlock efficiency gains not possible with centralized models.Hidden capacity exists: Many data centers have up to 2x unused power capacity due to lack of visibility and control.Software-defined power is the future: Faster control loops allow systems to safely exceed traditional design limits.Efficiency = utilization: The biggest gains come from better use of existing infrastructure, not just improving hardware efficiency.TAKEAWAYS: AI infrastructure growth is as much an energy challenge as a compute challengeReal-time, edge-based control systems are key to scaling sustainablyExisting grid and data center investments can go further with smarter orchestrationThe future of AI scaling depends on aligning compute innovation with energy intelligenceFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 demoSHOW NOTES: Torii (homepage) Topic 1 - Welcome to the show. Tell us about your background and your focus at Torii.  Topic 2 - Is Shadow AI really a security problem—or is it a product-market fit problem inside the enterprise? Topic 3 - Why does Shadow AI spread faster—and become more dangerous—than traditional Shadow IT? Topic 4 - What’s the first signal a company should look for to know Shadow AI is already happening? Topic 5 - How do you balance visibility vs. control without killing the productivity gains that drove Shadow AI in the first place? Topic 6 - How should organizations rethink ‘data loss prevention’ in a world where the leak is a prompt, not a file? Topic 7 - What does a ‘well-governed’ AI environment actually look like in practice—day-to-day for an employee? Topic 8 - “Do you think Shadow AI ever fully goes away—or does it become a permanent operating model that companies need to design around?” FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 demoSHOW NOTES: The New Kingmakers (Stephen O’Grady - 2014)Developer Growth Rates[Via ChatGPT]  A useful way to think about it: Typing code → mostly commoditizedDesigning systems → partially assistedOwning outcomes → still very humanTopic 1 - How many years into Public Cloud did we assume that Cloud had solved the IT problem?  Topic 2 - Developers - what are we solving for? 10% of time coding, mostly on the last 10-15% Lots of time in planning meetings (decoding requirements, resource planning, updates, etc.)Decent amount of time fixing, troubleshooting, technical debt reductionTopic 2a - Business people have unlimited ideas, and most ideas are money + 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? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 demoShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!SHOW NOTES: Topic 1 - Welcome to the show. Tell us a little bit about your background, and what you focus on these days at Pinecone  Topic 2 - Let’s begin by talking about RAG systems. What are they? Why do companies choose to use them? What benefits do they provide in AI systems? Topic 3 - At a high level, RAG sounds straightforward—retrieve relevant context, generate an answer. But in practice, where does it break first as systems scale? Topic 4 - I’ve heard that RAG systems can return answers that are technically correct but fundamentally wrong. What’s a concrete example of that happening in production—and why does it slip past most teams? Topic 5 - In traditional systems, we assume there’s a single source of truth. But in enterprise environments, ‘truth’ is often versioned, contextual, and conflicting. How should teams rethink ‘truth’ when building AI systems? Topic 6 - A lot of teams assume their knowledge base is ‘good enough’ for RAG. What do they usually underestimate about the messiness of real enterprise data? Topic 7 - There’s a growing narrative that better reasoning models can compensate for weaker retrieval. From what you’ve seen, where does that idea fall apart? Topic 8 - If correctness depends on things like timing, policy scope, or configuration, how should teams design systems that understand context—not just content? Topic 9 - Looking ahead, what replaces today’s RAG architectures? What patterns are emerging among teams that are actually getting this right?” FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 demoSHOW NOTES: Topic 1 - Welcome to the show. Tell us a little bit about your background, and what you focus on these days at AllStacks.  Topic 2 - You’ve been talking to a lot of engineering leaders using AI coding tools—what’s the most surprising gap you’re seeing between increased code generation and actual delivery outcomes? Topic 3 - Why does increasing developer output with AI often lead to more debugging, duplication, or cleanup instead of faster delivery? Topic 4 - You’ve described an ‘invisible rework loop’—can you walk us through what that looks like inside a modern engineering team? Topic 5 - As code generation gets easier, where does the real bottleneck shift in the software delivery lifecycle? Topic 6 - How do unclear product or engineering specifications get amplified in an AI-assisted development environment? Topic 7 - If traditional metrics like lines of code or velocity are becoming misleading, what should engineering leaders actually measure to know if AI is improving delivery? Topic 8 - What does a ‘healthy’ AI-assisted development workflow look like 12–18 months from now? FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 demoShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!SHOW NOTES: Traversal (homepage)Topic 1 - Welcome to the show. Tell us a little bit about your background, and what you focus on these days at Traversal.  Topic 2 - AI is dramatically accelerating code generation, but not improving production outcomes. What’s fundamentally breaking in the traditional SRE model—and where do you see the biggest friction between speed and reliability? Topic 3 - What are the most common failure patterns or mistakes you’re seeing in production from AI-generated code—and what’s driving them? Topic 4 - AI can generate functional code, but it often lacks context about how systems behave in production. How is this changing what ‘good observability’ needs to look like? Topic 5 - How do you see SRE evolving in an AI-first world? Does it become more automated, more policy-driven, or even partially autonomous? Topic 6 - For organizations that want to embrace AI-assisted development but avoid production chaos, what are the most important guardrails they should put in place? Topic 7 - If we fast-forward 2–3 years, what does a ‘modern’ production stack look like in a world where most code is AI-generated? What capabilities become absolutely essential? In one sentence—what’s the #1 thing a CTO should do right now? FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 demoSHOW NOTES: The future of service belongs to self-improving AITopic 1 - Welcome to the show. Tell us a bit about your background and your focus today.  Topic 2 - You describe this moment as a shift from systems of record to intelligent systems of action. What’s fundamentally broken in today’s customer service model that’s forcing this transition now? What changed in the last 2–3 years to make this possible? Topic 3 - There’s been a lot of AI in customer service that overpromised and underdelivered. What are the biggest gaps between what customers actually need—like resolution—and what legacy automation has been delivering? Topic 4 - The concept of a “self-improving” system is really powerful. What’s actually new here—what enables AI to improve with every interaction without constant human tuning? Topic 5 - You’ve moved from assistive copilots to what you call “agentic AI” that can resolve issues end-to-end. Where are we today on that journey—and what still requires human involvement? Topic 6 - Voice has historically been one of the hardest channels to automate. What changes with this new generation of AI that makes even complex, multi-step voice interactions solvable? Topic 7 - If we fast-forward 2–3 years, what does a “best-in-class” customer service experience look like in an AI-first world? FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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: VENTION - Ready for expert developers who actually deliver? Visit ventionteams.comSHOW NOTES: Links to all the AI News covered in this months showFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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: VENTION - Ready for expert developers who actually deliver? Visit ventionteams.comSHOW NOTES: Topic 1 - How long have you been living the Claude-life, and when did it dawn on you to make this central to your day-to-day activities?  Topic 2 - What were the biggest hurdles you had to overcome before you trusted the system and started letting it have ownership over tasks and workflows? Topic 3 - What are some of your best practices in terms of machine setup, how or where you store data, how you decide what to give it access to? Walk me through your thoughts around things like keeping things simple, where to be complex, how you think about security, etc. Topic 4 - How are you learning to give it more responsibilities, or just figure out new ways to be productive with it?  Good resources you’re pulling from? Any tips to make it use less tokens?Skills marketplaces?Topic 5 - What have been some of the biggest barriers to successful adoption, or just areas where you’re still struggling to get it to do the things you want? Or are you still in the learning curve stage and things just keep growing on one another? Topic 6 - If you took the knowledge and skills you have now in Claude-life into your day-job, how do you see yourself working, as well as working with the rest of your team/teams? Would it bother you if you didn’t think they were using AI tools as much?  FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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? Visit ventionteams.comSHOW NOTES: NVIDIA GTC 2026 (Keynote)NVIDIA NemoClaw - OpenClaw + OpenShell + NVIDIA Agent ToolkitNVIDIA adds Groq LPU to their rack systemsNVIDIA to invest $26B in Open Weight ModelsInterview with Jensen about Accelerated Computing (Stratechery) Topic 1 - Jensen’s trying to paint the bigger picture of accelerated computing everywhere (robotics, autonomous driving, gen-ai, physical ai - but also just everyday enterprise apps). Everything is about keeping the stock price up, and margins high. The stock price provides the warchest to fight off all foes.  Topic 2 - The inference architecture is a complex mix of GPUs, CPUs, ASICs/LPUs, high-speed networking and seems very different from the training architecture. How big is the burden on data center providers? What are the inference alternatives emerging?  Topic 3 - Jensen talked a lot about OpenClaw and eventually about NVIDIA’s NemoClaw. How does his interest in Agentic AI tie into his interest in building NVIDIA’s own frontier model FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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? FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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? Visit ventionteams.comSHOW NOTES: WHY THE NEED FOR A CODE RED?  Velocity of Code (new companies)Velocity of Productivity (employees)Velocity of Analysis (strategy)AgentOpsToken FactoriesDevs for Business, Re-Wiring the Concept of Business AnalystFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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: VENTION - Ready for expert developers who actually deliver? Visit ventionteams.comSHOW NOTES: OpenClaw - Personal AI AssistantOpenClaw - RedditOpenClaw, OpenAI and the Future (Peter Steinberger - OpenClaw creator)OpenClaw Foundation (coming soon) Topic 1 - Welcome to the show. Tell us a little bit about your background in software engineering.  Topic 2 - You recently jumped into the deep end of the pool with OpenClaw. Tell us about the week of immersion with this new technology.  What did you go into it thinking about?What did you learn, what did you create?What new sorts of things did you have to try?Topic 2a - For anyone that’s new to OpenClaw, can you give us the basics of what OpenClaw does? Topic 3 - You mentioned that this is a very different (or completely different) paradigm of how software is created. Can you walk us through the differences, your observations, how you had to really rethink things that you did before and after? Topic 4 - In your day job, you’re focused on software that’s used by large enterprises that have to be concerned with security and stability, as much as they do innovation. How do you see the existing OpenClaw fitting into that world?  How do you expect that OpenClaw might need to change?How do you expect that enterprises might need to change to adapt to this new capability that might be unleashed with their employees?Topic 5 - You (very) recently were accepted as a committer to the OpenClaw project. I know it’s only been a few days, but what is opening your eyes about how this community operates, especially in comparison to other open projects you’ve worked on?  We could probably have an entire podcast on AI development in open communities.FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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: VENTION - Ready for expert developers who actually deliver? Visit ventionteams.comSHOW NOTES: Topic 1 - Welcome to the show. Tell us a bit about your background, and what you focus on now at Crusoe.  Topic 2 - There has obviously been a lot of coverage of AI data center buildouts all over the world for the last few years. Tell us about Crusoe, and your approach to providing “neocloud” services.  Topic 3 - What are the biggest challenges facing Crusoe today and in the immediate future - is it technology, energy, financing for expansions, etc.? Topic 4 - Crusoe started as a bitcoin-focused company and has evolved to more of a GenAI-focus. What types of architectural changes did you have to make for this new type of workload? And how do those impact the quality of the services your customers expect from Crusoe? Topic 5 - Is your focus more on environments to enable model training and customization, or more focus on inference for customer-facing applications?  Topic 6 - A lot has changed in AI in the last couple years. What has changed the most in the last couple years, and what are you expecting to change the most over the next couple years?  Topic 7 - Sovereign AI and Private AI have become much bigger topics over the last 12-18 months, and we’d expect that to grow. What unique things is Crusoe doing to adapt to these changing requirements from customers? FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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: VENTION - Ready for expert developers who actually deliver? Visit ventionteams.comSHOW NOTES: Topic 1 - We’re 3+ years into the Generative AI era. Why do you think AI Agents, or Agentic AI, is now getting so much attention?  Topic 2 - If someone asked you to explain what an AI Agent is, how would you do that?  Topic 3 - What are some of the core elements of AI Agents that you’re seeing impact how people think about and use agents? How to define tasksLanguages and frameworksAbility to orchestrate multiple agentsHuman-in-the-Loop vs. AutonomousOther?Topic 4 - AI Agents are going to spark the great “how much should I pay for this?” discussion. Have you given this any thought yet?   Topic 5 - How do you expect to use AI agents in your day-to-day work, and how do you expect this to impact Enterprise businesses? ESSENTIAL READING Building Effective Agents" by Anthropic: designing agents with tools, memory, reasoning loopsA Comprehensive Review of AI Agents: how agents perceive, reason, decide, actTop 20 AI Agent Concepts You Should Know: covering ReAct, Chain of Thought, memory typesAI Agents in Action: Foundations for Evaluation and Governance: structured foundation for safety aspects of agent deploymentEssential Viewing AI Agentic Design Patterns w/ AutoGen: build autonomous agents that use toolsAI Agent Systems w/ crewAI: orchestrating teams of agentsLangGraph Course: how to build stateful, reliable agentsFrameworks & Tools  LangGraph: standard for complex, stateful agents (nodes, edges, loops)CrewAI: Best for structured task delegation and multi-agent collaborationAutoGen: Microsoft's framework for multi-agent conversational systemsModel Context Protocol (MCP): standard for connecting agents, tools, datan8n: no-code/low-code visual agent buildingFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 logoSome existing/renamed and some new social media channels (will be listed)Same co-hosts (and maybe some new friends)Topic 2 - Why are we changing The Cloudcast? The majority of our content is AI focused nowCloud has become mostly stable, AI is at the beginning and so much is changingWe’re not abandoning Cloud, just giving it the amount of coverage needs (monthly Cloudcast, monthly CNOTM)Social media algorithms have changed audience acquisitionTopic 3 - Hasn’t The Cloudcast already been covering AI for a while?  Yes, it’s been about 50/50 since 2024We’ve been discussing this change for almost a year. We actually discussed having an OpenAI-specific podcast at one point, but so much as changed in the market (which is a good reason for a diverse podcast)Topic 4 - What can we expect from the new podcast? Still on Wednesday and SundayBoth audio and video formats (Apple, Spotify, YouTube, TikTok/Insta (clips))Trying to make it easier for someone new to follow along - more concentration around core topics, but not exclusivelyAI Technology, AI Economics, AI Trends, AI (Business) Use-Cases, AI Things to Watch, AI Productivity, AI RegulationWe’ll still do a “Cloudcast” once a month, as the Cloud underpins almost everything AIWe’ll likely do a “Reasoning Basics” spin-off, like Cloudcast Basics. We’ll get a newsletter pulled together (hopefully weekly). Topic 5 - Anything else? Listeners don’t have to do anything to keep getting their week podcastSubscribe to the social media channels (show notes)Leave a 5-star review on the podcast playersTell a friend to check out the show FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 modelsThe shift from centralized to decentralized computingToken budgets and project economics in AIHistorical transitions in computing infrastructureFuture trends in AI project managementSHOW 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 monthCan 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?FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 #234Artificial Analysis.AIOpus 4.6 ReleaseGPT Codex 5.3 ReleaseGLM-5 ReleaseOpenAI Preparedness FrameworkSam’s Tweet that 5.3 Codex hit “high” ranking for cybersecurityFortune Article on 5.3 high rankingTAKEAWAYS 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.FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 VisionRoom 3 - TSMC’s 2028-2030 PlanningFEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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? EconomicsPoliticsTechnologyRegulationsPartnershipsBuying PatternsUsage PatternsDevicesJob Creation/Destruction FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 2.0On running a startup of Claude Code agentsAgentic Product Development and the Theory of ConstraintsSoftware 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? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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? FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 ServicesGoogle Cloud Sovereign CloudRed Hat Digital SovereigntyBroadcom Digital SovereigntyOracle Digital SovereigntyDigital Sovereignty in Europe, What’s the Plan B? (IDC)Digital Commons EDIC Established (2025)EU AI Act“Sovereign Clouds and the Digital Sovereignty Imperative: Europe's Quest for Digital Independence” (IDC #EUR149098122, December 2022)The Evolution of Digital Sovereignty: Moving Beyond Data and Cloud” (Rahiel Nasir, IDC, January 13, 2023)THE FUNDAMENTALS OF DIGITAL SOVEREIGNTY  What is the definition of Digital Sovereignty? What about Digital Assurance? Sovereignty from who or what? What laws are you attempting to comply with? How are they audited or measured? Data Sovereignty - Maintaining control over how data is collected, classified, processed and stored to ensure that data regulations are metTechnical Sovereignty - Running workloads without dependence on a provider’s infrastructure or software, and protected from all extra-territorial interference and scrutiny.Operational Sovereignty - Visibility and control over provider operations from provisioning and performance management, to monitoring of physical and digital access, to the infrastructure.Assurance Sovereignty -Ability to independently verify and assure the integrity, security, and reliability of digital systems and processes including resilience of critical services. FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 ArticlesFEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 companyCloud isn’t just public cloudA CIA cloud isn’t a Gov cloud isn’t your Enterprise CloudMulti-cloud is a real thing that needs technologyGoogle, the people that invented “cloud” are a real company in cloudDefining cloud by purity, or IaaS/PaaS/SaaS terms doesn’t really matterDoes data locality matter more in an AI-Cloud era?Do we begin to see price wars over the core Cloud 1.0 primitives?Are we in the 9th inning of Cloud, and the 1st inning of what’s next? AI has replaced SaaS in immediacy, so does that have impact on Cloud services? Does the lack of application portfolio finally come back to bite AWS? Can niche cloud services emerge (e.g. is Vercel another Digital Ocean, or something unique?) FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 websiteTonic Validate Product PageTonic Validate GitHubTopic 1 - Adam, welcome to the show. Give everyone a brief introduction. Topic 2: Our topic today is RAG systems, specifically RAG in production. Let’s start with customization sources and types. When it comes to customizing off-the-shelf LLMs, RAG is one option, as is an MCP connection to a SQL database, and there is pre- and post-training, as well as fine-tuning. How does an organization decide what path is best for customization? Topic 3 - RAG came on the scene as the savior for organizations that want to use customer AI without the need for fine-tuning and additional training. It has either gone through or is currently still in the trough of disillusionment. What are your thoughts on RAG's evolution and the challenges it faces? Topic 4 - Let’s walk through the basics of validation. Once you set up RAG, how would an organization know it works? How is accuracy measured and validated? Are you looking for hallucinations? Context quality? Topic 5 - What is Tonic Validate, and where does it fit into this stack? Is it in band? Out of band? Built into the CI workflow? Topic 6 - Accuracy is one aspect, but we hear more and more about ROI for Enterprises. How should ROI, risk, and compliance be measured? Topic 7 - Where and how does security fit into all of this? Also, your thoughts on synthetic data for training vs. real data? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 websiteTopic 1 - Welcome to the show, Peter. Give everyone a brief introduction, and we’ll also dig into the details of Percona after that. Topic 2 - Percona is basically a household name in our space. Part of that is the excellent tech, and part of that is the longevity. Tell everyone the origin story of Percona. Topic 3 - How have OSS databases evolved? Going back 20 years is a bit far, but what recent trends stand out? How have cloud (i.e. the hyperscalers) and SaaS in particular changed this landscape  Topic 4 - Percona plays in the same space, and with, MySQL, MongoDB, PostgreSQL. If you don’t mind, help everyone connect the dots there and why that matters. Topic 5 - What are the typical business cases and implementations you are seeing today? What are organizations trying to solve for the most? Topic 6 - How has AI and the rise of embeddings and vector databases impacted the OSS space? What are your thoughts here? Is this complementary/competitive/both? Topic 7 - What do you wish people knew more about Percona? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 ArticlesFEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 AreasNVIDIA customer profitabilityCompanies moving to GOOG TPUsEnterprise success beyond CoPilot/GeminiEnterprise data+model trainabilityEnterprise price hikesBroadcom, AMD, Groq - alternative HW optionsData Center buildoutsDoes AI spending shiftWhat is Agentic AI?Long term spending + short term refocusesPREDICTIONS: At least one big AI IPO in 2026, and it won’t go well. (Aaron says Anthropic)People will question whether Sam Altman is the right person to lead OpenAIAI will be a central issue in the 2026 US elections, either about job losses or electricity pricesOne major LPU/TPU/dedicated inference chip will break through in 2026Azure will be the Number One Cloud… (Aaron has to keep it going)We will start to see a shift in the Enterprise from big models in the sky (1+trillion parameters) to dedicated, purpose-built models of 500M or less in size for efficiency and securityGemini will dominate the consumer/prosumer space, OpenAI will go through the trough of disillusionmentThe industry will shift to a base/instruct and a reasoning split of modelsAWS and Azure will double down on being a solutions provider instead of a primitive supplier for AI and infrastructureFEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 pointAI went through 7yrs of news cycles in 1 yrDeepSeek - Maybe NVIDIA chips aren’t needed?NVIDIA acquihired Grok and their technologyMaybe AWS’ lead in the cloud is now in questionGoogle got their act together with GenAI, after inventing the technology in 2017Microsoft and OpenAI sort of broke up, or at least they are seeing other peopleOpenAI forecasts 100x their current revenue in future computing needsThe US Gov’t either bailed out, or socialized IntelBitcoin - 94k, up to 125k, down to 84k FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 OpenAIThe Year of NVIDIAThe Year of MicrosoftThe Year of GoogleThe Year of OracleThe Year of China AIThe Year of AppleThe Year of Coding Agents (Anthropic, Cursor, Windsurf, CLIs, etc..)The Year of Data CentersAI Highlights and Lowlights (Corporate Layoffs, Acquihires, Funding, etc..)2026 AI DraftFEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 AGIAmazon reorganizes around new AGI team reporting to Andy JassyMistral CEO says that AGI is a marketing move AGI is defined by an independent committee in new Microsoft and OpenAI agreementWhy does being first to AGI matter?Bret Taylor on the current status of AGI (Acquired/AC2 podcast, 2025)WHAT DOES REACHING AGI PROVIDE FOR HUMANITY (or ANYTHING)? Y2K bug, 2038 Bug (techies are good at dates when things need to be patched)The % of people with Internet accessThe % of people with a smartphoneThe % of people with a certain level of education (basic or advanced)How much smarter is humanity than 10yrs ago? 20yrs ago? How much smarter could existing humanity be at any given time? Nobody has a consistent or measurable definition of AGIWhat are the Top 10 problems of humanity that need to be solved? (direct or indirect)Does reaching AGI enable certain government or corporate actions to start happening that couldn’t happen now? FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 yearCloud revenues in 2025Are NeoClouds in the hyperscaler discussion? Was Cloud (circa 2007) the actual downfall of Intel? (Cloud vs Mobile choice)Rank the clouds, end of 2025 (cloud draft 2025)Do outages matter if they are only once a year? Where does AWS go next?FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 bankersWHAT WOULD BE THE STAGES OF AN EXPERT AGENT? Train it on a set of standard knowledge (e.g. Masters of Accounting, Auditing, International Tax)Train it on a set of well-defined case studies, to provide industry contextTrain it on a set of adjacent case studies and other domains (business, law, specific industries)How to train corner cases?How to train gray areas like ethics, morality, or cost-benefit analysis? Who is motivated to train these experts? What would the cost of these experts be? Can it be similar to a human, or need to be a fraction, or a premium? Is there a way to build memory (e.g. experience) without disclosing client information? Is there a way to build shareable knowledge between agents for reinforcement training/learning? FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 v0Building Web Apps with just English and AI (Acquired podcast, Feb 2025)Vercel on The Cloudcast (2024)Vercel on The Cloudcast (2021)8 tools to build your own PaaS (2025)IS PAAS READY TO TAKE THE NEXT STEP?  Where could PaaS evolve to now?Can new PaaS services abstract the developer, and just focus on business logic and business ideas? What languages or design patterns would be mandated? (web only, mobile only, web + mobile? )Can we template “best practices” enough to be reliable?Can we template compliances needed to handle financial transactions, customer data, etc.?Can troubleshooting become an automated service?Where was PaaS in the past? (Heroku, Google AppEngine, Cloud Foundry, Kubernetes)Language specificCloud specificAbstracting the infrastructure and security FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 freeSHOW NOTES: Link to November 2025 News and ArticlesFEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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/cloudcastSHOW NOTES THINGS TO BE THANKFUL FOR: Thankful for healthHappy Birthday to ChatGPTThe feature on an iPhone that remembers the code sent in an SMS messageRole playing, brain storming, scenario planning on ChatGPT/GeminiTools 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 emergesThe beginnings of alternatives to NVIDIA in the AI HW Acceleration marketThe evolution of wearables like fitness trackers, or AirPods (better sound quality, noise cancelling, language translation, etc.) FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 freeSHOW NOTES: InfluxData homepageEvan on The Cloudcast #394SpaceNews article on Time Series and AI in SpaceTime Series is critical to Physical AITopic 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? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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/cloudcastSHOW NOTES: Sunday Perspective touches on Shadow AINightfall websiteTopic 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? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 statsSam 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 serversOpenAI in 2035 - 50 gigawatts could power between 37 million to 173 million modern GPU serversFEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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/cloudcastSHOW NOTES: LaunchAny websiteapicoach.io (note)Lessons learned after a decade of API StrategyLatest 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 DesignJames on The Cloudcast #153James on The Cloudcast #435Topic 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? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 AIAre we building AI for Progress or Power? (Prof G Markets)Amazon earnings call (Oct 2025) transcriptMicrosoft Azure earnings call (Oct 2025) transcript WHAT WAS THE LEADING AI TREND FOR EACH YEAR? 2022 - What is ChatGPT2023 - 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 Involvement2026 - ???FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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/cloudcastSHOW NOTES: Link to October 2025 News and ArticlesFEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 themEmployee motivation driving by stock price as much as work activitiesCulture evolves and erodes over time as the business changes and evolves - it’s nearly impossible to reset the company cultureCompanies can rebound from being lost in the woods, but it’s very, very difficultDeath 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 mistakesFEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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/cloudcastSHOW NOTES: WisdomAI websiteTopic 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? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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/cloudcastSHOW NOTES: Crogl websiteTechCrunch articleForbes ArticleIntellyx ArticleLast WatchDog ArticleTopic 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 netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodIFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 expensiveNvidia Earnings, Moats and China, Nvidia vs. the AI LabsOracle 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 chipsThe 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? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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/cloudcastSHOW NOTES: PlayerZero websiteTopic 1 - Welcome to the show Animesh. Tell us about your background and your involvement in. Topic 2 - Let's start with the core problem you're solving. What is "predictive software quality" and why is this becoming critical now, especially in the era of AI-generated code? Topic 3 - How does agentic code simulation work, and what makes it different from traditional testing approaches? Topic 4 - This feels like it democratizes software quality beyond just engineering teams. How does PlayerZero work across different roles - developers, QA, product managers, and support teams? Topic 5 - Integration and workflow - how does PlayerZero fit into existing CI/CD pipelines and development workflows? What does the implementation look like Topic 6 - Let's talk about scale and complexity. How does PlayerZero handle large, distributed systems with microservices, databases, and complex architectures FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 metRight now, there is no simple way for Enterprises to build AI AgentsRight now, there is no simple way for Enterprises to share AI experience / learning curve - AI is a very individualized experience FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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/cloudcastSHOW NOTES: WebsiteStrongestLayer ResearchTopic 1 - Welcome to the show Alan. Tell us about your background and your involvement in Cybersecuity. Topic 2 - Let's start with the core challenge. You've said that "if only AI can defend against weaponized AI" - what specific gap in traditional email security did you identify that led to this philosophy? How are AI-powered phishing attacks fundamentally different from what we've seen before? Topic 3 - How does this attack vector demonstrate the limitations of rule-based security systems, and why can't traditional pattern matching keep up? Topic 4 - Let's break down your TRACE (Threat Reasoning and AI Correlation Engine) architecture. You've described it as "LLM-as-master" rather than "LLM-as-add-on." What does this fundamental architectural difference mean for threat detection, and how does it help? Topic 5 - You discuss "pre-campaign detection," which involves identifying potential phishing campaigns weeks before emails are sent. This sounds like moving from reactive to predictive security. How does your system correlate technical intelligence with business context to achieve this early warning capability? Topic 6 - From an implementation standpoint, how do organizations integrate LLM-powered reasoning into their existing security stacks? What's the deployment model, and how do you handle the challenge of reasoning about business context without exposing sensitive organizational data? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 CompaniesCOULD THE CLOUD HYPERSCALERS START LOOKING TO ACQUIRE SAAS COMPANIES? Do the hyperscalers start acting like Private Equity to acquire SaaS revenue streams?Do the hyperscalers start moving from primitive providers to bundlers?Do the hyperscalers have to make a choice between AI/CAPEX investment and SaaS investment?Do the hyperscalers figure out a way to spin-off the AI/CAPEX portions of their business for a period of time? FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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/cloudcastSHOW NOTES: Link to August 2025 News and ArticlesFEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 activitiesThe early years of the Internet, the whole industry/world-economy wasn’t depending on “the next thing”The early years of AI, “the leaders” are talking about curing cancer and double human longevityCloud had “lift and shift”; AI has “get everyone a GenAI license”Where is the middle? Where is the rational discussion?Massive FundingMassive # of Consumer UsersFrom Ed to Sam, from Dario to Satya, from Jensen to Larry …. Big spectrums of opinionsUnprofitable (except NVIDIA, Broadcom)Near monopoly of GPUs by NVIDIAEvery couple months, the landscape seems to shift (OpenAI partners, Leading models, Questionable Enterprise ROI - lots of “we gave everyone GenAI, but we don’t know how to measure it”Companies are laying off workers, or avoiding hiring because of promises of AIUnknown “killer” use-cases beyond chatbots, therapy, developer-assistants, writing, document handlingToday’s mantra is “Rub some AI Agents on it”FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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/cloudcastSHOW NOTES: AODocs websiteTopic 1 - Welcome to the show, Stephan. Give everyone a quick introduction. Topic 2 - We hear all the time about unstructured data and the continual growth in the Enterprise. I’ve heard numbers of upwards of 80% of all corporate data is unstructured. I’ve worked at several companies and supported a significant number of customers over the years, and I can count on one hand how many say they have “control” of their data. How did this come to be, and is the problem as big as I think? Topic 3 - The second part of this, and this might be an even bigger problem, is how much of the data is used? Too many needles in the haystack, if you will. How does Agentic AI address this challenge, and where do traditional document management systems fail? Topic 4 - We’ve talked about data quality in the past on the show, and I’m wondering if this also becomes an issue. Let’s say you have a bunch of draft documents leading up to the final version. Is it possible that improper version control and/or we’re back to a data quality problem of finding the “final version” needle in the haystack? How does AI prevent this and also not hallucinate an answer that may not be true? Topic 5 - Some have called AI’s ability to absorb and report on data just fancy search. What are your thoughts on this? Where and how does traditional search differ from Agentic AI management? Topic 6 - I also see this as being so much more than indexing and reporting on documents. There is also the concept of automation and workflows that agentic AI can improve upon. What use cases are your customers implementing? Topic 7 - Where do you think the industry will go in the next 2-3 years? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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? AcquihiresEarly Stock BuyoutsAI = Aggregated (or Augmented) InternsDomain-ExpertsSenior White Collar WorkersFEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 websiteTopic 1 - Welcome to the show. Tell us about your background, and you developed a passion around bare metal and cloud services? Topic 2 - Between AI (GPU rental), digital sovereignty initiatives, and even virtualization alternatives, it feels like bare metal is having a resurgence. Give some a sense of what the demands for bare metal solutions look like today? Topic 3 - As companies understand the economics of having used public cloud services, are there certain use-cases that become immediately obvious where more private, hosted, bare metal services just make more sense?  Topic 4 - OpenMetal is based on open source technologies like Ceph and OpenStack. How important to customers about the technologies under their applications, or do the economics and control aspects play a bigger role in their decisions?  Topic 5 - I’m often asked if there is a model about when it makes more sense to use on-demand service vs. more fixed services. Is there a rule of thumb (e.g. longevity of an application, amount of change, etc.) that you’ve found drives the most success at picking the right environment for applications? Topic 6 - OpenMetal could be described as a public or private cloud service. Do you find that there is still the stigma over “private cloud” that we saw when the hyperscalers were initially growing so quickly? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 IaaSOracle Chosen as TikTok’s Secure Cloud Provider- [Oracle Press Release]Oracle Cloud and OpenAI sign $300B deal - [WSJ]Oracle Cloud - [Platformnomics]Oracle and OpenAI - [Ed Zitron]FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 developmentTestKube (open source)Why did we start TestKube (Ole Lensmar) Topic 1 - Welcome to the show. Tell us about your background and what led you to start TestKube. Topic 2 - Let’s talk about the origins of TestKube. What were some areas where you saw people having frustrations or limitations that were holding back their ability to do proper testing to get things into production? Topic 3 - Let’s talk about the basics of TestKube. Can you talk about how it’s different from existing testing environments, or how people use CI/CD 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 netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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/cloudcastSHOW NOTES: WHAT ARE THE ALTERNATIVE PATHS FOR AI?  Consumer: Ad-supportedConsumer: Understandable tiersEnterprise: ELAs for Co-Pilot, GeminiEnterprise: Model building tools (e.g. AWS Sagemaker, Google Vertex, etc.)FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 ArticlesFEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 choicesIt’s unclear if AI companies have created any moats yet; it’s unclear if LLMs can be differentiatedChatbots, developer-assistants and document management are use-cases. What else?Are agents ready to be mainstream yet? Pick-axe providers are making the money right now (NVIDIA, Broadcom, etc.), but is there moat entirely on super-premium HW?User-experiences are still being understoodWill AI + Ads (business model) be a big bang event, or happen gradually? FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 FinOpsDoIT hires Citigroup FinOps Star as ExecutiveFinOps FoundationFinOps X (event)Topic 1 - Welcome to the show. Tell us about your background and your involvement in FinOps. Topic 2 - We’ve been through the early days of cloud, where we were told that cloud was cheaper, and then after COVID, everyone seemed to realize that cloud was actually more expensive. Where are we with FinOps and companies understanding how to think about cloud spending? Topic 3 - You work with the FinOps Foundation. What types of roles do you see focused on FinOps, and how is that evolving as there is greater cloud cost visibility across an entire organization?  Topic 4 - How has the technology around FinOps evolved? How much is still manual? How much is piecing together different costs from different systems? And how much is evolving to have an AI component?  Topic 5 - How do the tools and platforms from DoIT help to make FinOps easier for companies? What are some of the key areas of focus, and some insights you’re hearing from the companies that you work with directly?  Topic 6 - If you had to give a CIO or CFO guidance on how to best think about FinOps, what are the top things you would focus on?  FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 foundationsIt usually takes a decade before an era stops being important or prioritized It usually takes 3-5 years before best practices for new applications emergeFinding new era talent is difficult (and expensive), but current era technology can be optimized (reduce costs, modernize)We’re going to see “Shadow AI” and “Bi-Modal Cloud/AI”The will be a lot of “X is Dead” during the first few years of the transition, until people (again) remember that nothing in IT dies - especially in the enterpriseThere will be a lot of numbers/reports coming out that seem completely contradictory - $B investment, but $0 ROI from usersFEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 DynamicsMicrosoft (Vol 1, Vol 2)Google Meta AWSNVIDIA (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 matureIs there an AI business model that’s profitable? Is there a business model that isn’t Enterprise or Ad-supported?Microsoft - commoditize your compliments, understand market expansions, Google - Customer acquisition, scaling economics, AdWords, AdSenseAWS - Meta - Adapting the offeringsNVIDIA - Vertical integration (HW + SW)FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 websiteTopic 1 - Welcome to the show, Haseeb. Give everyone a quick introduction. Topic 2 - Let’s start by talking about the evolution of Kubernetes as a platform. You’ve said and we’ve talked about on this show for some time how Kubernetes is more of a platform to run platforms. We’ve also seen trends in the industry and shifts in what it means to be DevOps or Platform Engineering in recent years. You've positioned Rafay as a Kubernetes Operations Platform that's now evolved into a Cloud Automation Platform. How do you define the difference between Kubernetes management and true platform engineering? Topic 3 - What does “Enterprise Ready” Kubernetes look like in 2025? Topic 4 - Let’s flip over to AI/ML and GPUs with Kubernetes for a bit. Many developers and data scientists aren’t aware of the underlying platform they run on. I saw a stat recently that about 95% of AI runs on Kubernetes, either on-prem or in the cloud. Despite this, Platform teams are often stuck doing manual GPU provisioning, which doesn't scale with AI adoption. How do modern GPU orchestration solutions change the platform team's role? Topic 5 - With GPU workloads often handling sensitive data and AI models, security becomes even more critical. How should organizations approach security and compliance in their GPU-enabled Kubernetes operations? Topic 6 - "Most developers don't want to write YAML or manage clusters — they just want to ship software." How do you balance giving developers the self-service capabilities they want while maintaining the control and governance that platform teams need? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 gravityFEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 ArticlesFEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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) ResultsReviewing Amazon/AWS Q2 2025 Results (CNBC)AWS QoQ Earnings Growth Rates (2014-2025)Andy Jassy defends Amazon/AWS AI strategyAmazon Q2 2025 Earnings Call TranscriptUpdate from Andy Jasay Amazon Generative AI (Amazon Internal)HOW WILL AWS HANDLE DAY 1 AND DAY 2? Has AWS missed the Generative AI transformation?Not investing in GPUs at the same rate as their cloud market shareDon’t have a Top 5 Frontier LLMDon’t have a productivity suite to attach AI to (on-going revenue)Don’t have a leading coding-assistant appDon’t have an immediate “acquisition” target (e.g. Anthropic valuation near $150B)AWS isn’t breaking out their AI revenuesAWS’s growth has plateaued over the last 6 quarters (around 17%), while Azure, GCP have been growing at 1.5 to 2x, specifically around AI revenues. AWS is up to 18% of Amazon revenue, and current AWS (CPU-based) is driving the majority of Amazon profits. Jasay is trying to make AI an add-on to the AWS “building block” modelGenAI buying (at this point) looks similar to Shadow IT going to public cloud – it’s not centrally controlledIs AWS focused on GenAI, or moving the other 80-85% of on-premises to their cloud? Can they manage both priorities at the same time? Can you achieve the same levels of growth if non-GenAI startups aren’t getting funding at the same levels as pre-2022? FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpoFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 websiteSHOW NOTES: Anomalo websiteThe Cloudcast #598 - Data QualitySnowflake invests in AnomaloTopic 1 - Elliot, welcome back! It’s hard to believe it has been 3 years since we spoke! Give everyone a brief introduction. Topic 2 - Here’s the problem I see when it comes to AI adoption today. There isn’t an “off the shelf” AI model with an organization's data built in; that’s impossible. So, you must bring this data, often unstructured, to the model, often with mixed results. Do you agree? Topic 3 - I see data quality in two ways… the quality of the data before ingestion is one way, we want the data to be clean going in. But, we also need a way to detect, mitigate, and do a root cause analysis for quality checks along the way, correct? Give everyone an idea of what this life cycle looks like. Topic 4 - What are you seeing as the barriers to adoption? Is it the tools, the models, the need for RAG pipelines, the lack of data scientists, and AIOps? Topic 5 - We have this crossroads where proprietary data makes an organization unique, but exposing that unique data puts the organization at risk. How much of a factor does this play, and how do you advise organizations around this complex 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? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 jobsRobotic Process AutomationWhat is AIOps?AI Platform goes rogue, deletes company database (Replit)How do consultants think about AI AgentsWHAT IF AI AGENTS ARE SUCCESSFUL? What are our expectations of AI Agents? How do we treat AI Agents? How do we organize AI Agents? How do we manage AI Agents?Will we have Junior and Senior AI Agents? Will we see internal competition for managers trying to get AI Agent budget? Will companies measure % AI Agent for projects? Will we see managers trying to take their agents with them if they leave a company? How “owns” the agent?FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 websiteHelixML GitHubHelix 1.0 Announcement BlogTopic 1 - Welcome to the show Luke. Give everyone a brief intro. Topic 2 - Let’s start with Priavte GenAI. What is it? Why should organizations out there consider it? Why not just use OpenAI GPT’s and fine tune them? Topic 2a Follow up - Regulatory Compliance - take the opposing forces in the EU for instance to using SaaS based services based in the United States. Topic 3 - Let’s break down the layers in a typical Private AI stack. I’m seen various ways to represent this such as infrastructure layer, MLOps layer, models, data layer (typically RAG), etc. How do you break up the stack into individual 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? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 EcosystemAndreessen Horowitz’s Casado Plays Talent Broker for CursorCognition acquires Windsurf after CEO and Researchers go to GoogleAre AI Acquihires Screwing Up the Startup Space?How ‘Acquihires’ Are Reshaping Silicon Valley’s AI 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 companiesLarge tech companies are able to acquihire without paying for non-foundersNot every company will be ChatGPT and grew without massive sales and marketingWhat would anyone join an AI Startup if you’re not the Founder or AI Researcher? FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 websiteSHOW NOTES: Cursor Series-C Funding ($9.9B valuation)New Cursor Pricing TiersUpdated Cursor Pricing (June 2025)Cursor apologizes for unclear pricing changes (TechCrunch) Promiscuity of Modern Developers (Redmonk)Aaron Levie speculates that coding-assistants are involved with 50% of AI usage todayAnysphere, the startup behind coding app Cursor, hired two former Anthropic leadersMeasuring the actual impact of AI coding (Changelog)Windsurf’s CEO goes to Google; OpenAI’s acquisition falls apart (TechCrunch)Windsurf 2-3x’d headcount, and then the founding team walked. Pretty wild (X.com) Topic 1 - What happened (basics of the pricing change)? Topic 2 - How was this communicated?  Topic 3 - Where was the confusion? Topic 4 - Wasn’t this inevitable because of huge costs and funding rounds?  Topic 5 - How do we square the “developers don’t pay for anything” and “AI-native vs. AI-augmented” when developers are still in the loop? Topic 6 - Does this inevitability mean AI coding-assistants can’t be a standalone business, but need to be in a bundle?  Topic 7 - WTF Windsurf? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 runAI is like every new technology, it has a steep and long learning curve. But the beginning seems pretty easy. Nobody knows AI best practices at this pointNobody knows good AI KPIs at this pointNobody understands AI costs at this pointThe “older” generation can build on their existing domain experienceThe “younger” generation has always figured out new ways to work, be creativeEven CEOs aren’t the ultimate boss - the market, boards, peer pressure, etc. - they will push trends, sometimes without all the dataFEEDBACK? FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 websiteSHOW NOTES: Astonomer.io websiteApache 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 netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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/featuresEast Meets West 2025 (keynote presentation) - See slide 27 (GPU share vs Cloud revenue share)Revenues: AWS ($116B run rate); Azure ($107.2B), GCP ($49B), Oracle Cloud ($12B IaaS, $16.8B SaaS), CoreWeave ($1B, since 2022) – OpenAI ($12-13B in 2025)NVIDIA ($130B)Massive Data Center build outs - Stargate ($500B), Meta ($60-65B), Grok/X ($10B)AWS ($100B), Azure ($80B), Saudi Arabia (up to $100B)FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 websiteSHOW NOTES: Link to June 2025 News and ArticlesFEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 DitheringAn Interview with Cursor Co-Founder and CEO Michael Truell FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 CloudSHOW NOTES: Hasura websiteHasura GitHubTopic 1 - Welcome to the show, Tanmai. Give everyone a quick introduction. Topic 2 - Our topic today is Reliable and Trustworthy AI Agents. First off, what’s the problem we’re solving for here (define reliability and trustworthiness)? Are we solving for hallucinations? Reliability? Connecting private and Enterprise data to models with fine-tuning or RAG? Topic 3 - How is reliability or trustworthiness measured? I would imagine this isn’t black and white, but maybe a bit more subjective? Topic 4 - How do Agentic and GenAI differ, if at all, with this model? I would think that since Gen AI lends itself more to the creative side and Agent AI is very deterministic, the approaches to solving the problem might be different. Thoughts? Topic 5 - Let’s talk about data pipelines. Today, many organizations take an off-the-shelf frontier or foundational model and then apply a RAG pipeline to it for customization. Sometimes fine-tuning is involved, but in my experience, this is the exception rather than the rule. What is wrong with that architecture today? How is this less reliable? Topic 6 - Let’s talk about Hasura and PromptQL. As I understand it, you are decoupling query planning from execution, thereby creating a more deterministic AI workflow. Now… that’s a mouthful. Can you break down what this means and explain how the architecture differs? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 OpenAIGoogle Cloud quarterly revenuesBG2 PodcastEast 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 strategyAzure + OpenAI alignment strategy went from strategic to questionedGoogle start-stop AI strategy, but coming together; but company breakup loomingApple AI strategy seems completely unknown (Siri,Apple Intelligence, devices, models?)Oracle seems to be rebounding around Oracle Cloud InfrastructureNew hypercloud AI providers emerging? The Amazon/AWS 20%FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 CloudSHOW NOTES: Speakeasy websiteSpeakeasy MCP HubThe 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? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES: SOMETIMES WE FORGET HOW CHALLENGING THAT FIRST JOB WAS Sometimes your first job(s) are just cogs in a machine - you work, but you don’t really careA tale of two first job searches and surrounding activities[Tale 1] Are you qualified for a job? Do you know how to do all the required things?“I’m about to do this first task, and I’m very nervous”“They keep giving me more things to do, and asking if I want more things to do”“Just run with it, own it”We meet 1:1 every week. Sometimes they miss/cancel the meeting. Understanding the entrepreneur’s mindset and challenges[Tale 2] The fork in the road, and the road less travelled. The job that doesn’t pay as well, but provides the necessary experience. FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 NativeThe 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? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES: I Am Disappointed in the AI Discourse (Steve Klabnik)All My AI Skeptical Friends are Nuts (Thomas Ptacek)Pearl Jam - Porch (1991) MOST OF US ARE THE MIDDLE TODAY….BUT WHAT ABOUT TOMORROW? I’d like to give you free intelligence. Later it might cost something, but it’ll be availableIf you choose not to engage with it, your job prospects might be limited in the futureThere ain’t gonna be any middle anymore - how does that relate to AI?“Hollowing out the middle”We can’t force people to use AI, but it’s going to be in the tools you use dailyYou probably have a choice nowAI won’t have binary impacts on everyone (good/bad), but it’ll have impactsI understand that we don’t understand everyone else’s context, but we do have historical contextFEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 CloudSHOW NOTES: Link to May 2025 News and ArticlesFEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 companyDistract the market from current company challengesDistract your competitors to chase something where they don’t have strengthsProbe the market for ideas - sort of like a “leak”Get the market to pump your valuation, so you can take other actionsStall your customers from potentially buying a competitive offerFEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 websiteTopic 1 - Welcome to the show, Anand. Give everyone a quick introduction. Topic 2 - Our topic today is Preventing AI Model Hallucinations. Before we dig into that, I wanted to ask about your time as Lead Data Scientist at Meta. What was it like to be early into that organization, and what did you take away from your time there?  Topic 3 - Ok, let’s dig into model evaluations and hallucinations. Let’s start at the beginning. How do model hallucinations come about? Topic 4 - When evaluating models for hallucinations, how does a developer or a data scientist know fact from fiction? Due to its size, complexity, and number of parameters, it’s not feasible to simply fact-check and manually verify inputs to outputs. How is this process evaluated and automated with some level of confidence? Additionally, numerous benchmarks are available. What are your thoughts on the usefulness of the benchmarks? Topic 5 - How does the concept of data quality play into this? How would we know when a model was given insufficient or improper data vs. a 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? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES: The final 5% of AI 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 humansWe haven’t yet created a framework to think about the human +/- AI involvement, because we haven’t really created it for general-purpose automation yet either. FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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? FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 CloudSHOW NOTES: Runway websiteBehind What Seems Like an Overnight Success (video) Topic 1 - Welcome to the show, Siqi. First, your combination of technical and business/financial background is fascinating. How did you go from coding at NASA to Head of Product at Zynga to CEO/CFO for a finance platform startup? Give everyone a quick introduction. Topic 2 - One thing I’ve noticed as a trend in your background is the core concept of building. What has been your philosophy in building products? How do you build products that customers demand? Topic 3 -  Let’s talk about AI and AGI for a moment. We hear all the time how disruptive this will be. What are your thoughts here, and how do we develop both adaptability and resiliency to new technologies? Topic 4 - Let’s talk FP&A (financial planning & analysis). Our core listeners out there tend to skew more towards the tech and infrastructure side, but a core theme of this show is always to be learning as much of the business as possible to apply those concepts. As someone with a background in both worlds, plus now running an FP&A startup, what do you wish folks on the technical side of the house knew more about to make their jobs easier? Topic 5 - We posted a link in the show notes for a video you did on the “overnight success” of Runway. It was a good representation and origin story of how something can go viral with the right mindset and product-market fit. Tell everyone about that as Runway approaches 5 years now.  Topic 6 - What is your biggest challenge in the FP&A space today? Is it AI? We’ve seen a lot of AI disruption in coding, legal, and other areas requiring deep data pool insights. Is this any different? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 CultureUber 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 strongOutside of finance, tech tends to pay at the high end of salaries and perksWe’re in an interesting time of challenging economics and pressure from AI Perks are difficult to pull back, because business success isn’t evenly rewardedWhy is positioned as open culture, or strategy, but it’s also about day-to-day behaviorIt is what it is a decision, but it’s also accountability and continued viabilityMost leaders are going to have to manage between Why and It is what it is in 2025Most workers are going to have to work between Why and It is what it is in 2025 FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 CloudSHOW NOTES: Link to April 2025 News and ArticlesFEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 bundlingExpect prices to increase slowly, but frequently as adoption happens and companies get used to the knowledge worker productivity increases (or expectations)Curious how knowledge workers are adopting, sharing, increasing their learning curveSharing still seems to be lacking within the AI tools. Not just sharing of an individual task, but sharing of learning curves, best practices, datasetsIs there a dataset collection opportunity? This feels like Big Data or Data Lake 5.0.  FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 websiteCodiac 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 netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 awayAuthZ Agents ChaosWhy we need to get AuthZ rightAI Agent Gateway and AI Agent MeshAuth in the age of AI Agent (Cloudcast Eps. 885)Trust will make or break AI Agents Introducing the Agent2Agent Protocol (A2A - Google)Introducing the Model Context Protocol (MCP - Anthroopic)Top 9 AI Agent 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 netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 TodayCut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES: Postman - The World’s Leading API PlatformOpenAPI SpecificationMCP - Model Context Protocol (Anthropic)Topic 1 - Welcome to the show. Tell us a bit about your background, and what you focus on these days at Postman? Tell us a little bit about Postman, for our audience that might not be familiar.  Topic 2 - Let’s begin with some broader concepts - in today’s world, where does a developer interact with software vs. an API - what are the most important things they have to think about? Topic 3 - What are the standards that are most important for developers these days? Where does OpenAPI Spec fit into that space? Topic 4 - APIs are now so pervasive. What are the best practices for API usage patterns and governance? What are some of the things that Postman is doing to improve this for developers and companies? Topic 5 - Let’s talk a little bit about how you’re seeing AI change how developers work, and if/how AI is impacting APIs. Topic 6 - Help us understand how you expect to see APIs interacting with AI Agents. What will the bigger picture look like for these interactions, and how will they be different than current API interactions? Topic 7 - Can we finish by talking about MCP (Model Context Protocol) a little bit? This is a new standard that is being adopted by many companies.  FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 TodayCut Enterprise IT Support Costs by 30-50% with US Cloud SHOW NOTES: CEOs choose more AI, fewer jobsOpenAI plots charging $20,000 per month for PhD-level AgentsWhy AI isn’t giving Salesforce a boostThe one person $Billion dollar company HUMAN-AUGMENTED vs HUMAN-REPLACEMENT IS A COMPLEX AI STRATEGY Most AI projects today as either augmenting or replacing humansTechnology has augmented, shifted or replaced human tasks for a while, this isn’t anything newManagement/owners have tried to replace workers with technology for a long timePricing will tell you something about the goal of the technology (e.g. seat vs. task)Now we’re starting to see the psychology of aligning AI to business goals - augmenting, shifting or replacingThe hyperbole of AI funding is to convey direct lines to AI success (whatever success is - AGI, No Coders, No Operations, No Entry-Level, etc..)“How do we replace the employees with AI?”The path to get there isn’t well defined. The politics to get there isn’t defined by technology. Will the current economic downturn accelerate this line of questioning / strategy? The Bed Bath and Beyond 20% coupon test. “The $billion dollar company with one employee.” FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 CloudTry Postman AI Agent Builder TodaySHOW NOTES: DeepTempo websiteThe Promise of CyberSecurity Foundation ModelsEvan 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 netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 TodayCut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES: Why AI isn’t meeting expectations (The Artificial Intelligence Enterprise) IS THREE YEARS ENOUGH TIME FOR ANY TECHNOLOGY TO TAKE OVER THE WORLD? Costs are still high, and positive ROI is still evolvingThe technology stack and standards are still evolvingEnterprise expectations are being confused with consumer expectationsAI predictions and timelines are overly aggressiveHow is anymore measuring AI success? The AI future is already here, it’s just unevenly distributed“AI First” strategies are following “Cloud First” strategies - unevenly and distributedMost people don’t like to talk about the augment vs. replace issueMiscellaneous stuff: ChatGPT is the fasting growing tech ever AGI will be here at any momentFor the first 18+ months, it was only an OpenAI + NVIDIA marketAll software development will be done by AIThere will be $1B companies with 1 personGenAI, Frontier Models, Open Source Models, Agents, etc.Deep Seek, MCP, etc.  FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 TodayCut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES: Nooks.ai websiteNooks 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 netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 CloudBook a Call Today with US CloudTry Postman AI Agent Builder TodayCut 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 netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 TodayCut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES: Link to March 2025 news and articlesSEGMENTS COVERED IN THE SHOW: Recent M&AGood Old Fashioned Cloud NewsThe AI Innovation Continues FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 TodayCut Enterprise IT Support Costs by 30-50% with US Cloud SHOW NOTES: Software Defined Interviews - Episode with Brian GracelyWHAT HAPPENS DURING AND AFTER AN ACQUISITION?  Moving from an IC to Leadership role is a complex choiceMoving from a technical to a less technical role is a difficult choiceWhat happens if you’re not an expert in the room?What happens when you don’t have all the answers?How do you build your network to keep you informed?The economics of technology are more complicated than you think FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 TodayCut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES: Loft Labs websiteLoft Labs on TechCrunchLoft Labs vCluster CloudTopic 1 - Welcome to the show, Lukas. Give everyone a quick introduction. Topic 2 - Our topic today is virtualizing Kubernetes. Let’s get the most obvious question out of the way… Why virtualize k8s? Isn’t this another abstraction layer to manage and more complexity in the stack? Topic 3 - What are the most common use cases? Combining test/dev and production?  Topic 4 - How does this impact other parts of the stack? I think about Istio, Rancher, etc. Does the complexity increase or decrease? Topic 4a - How is the control plane handled vs. the data plane? Topic 5 - With vm virtualization, a trend developed as the technology matured. In the beginning, consolidation was good, and as the technology supported greater and greater density, a tipping point was reached where fault domains were needed. Where is the virtualization of K8s on this scale? Topic 6 - A few months ago at KubeCon in Salt Lake City, you announced vCluster Cloud. Are there any hints for our listeners for KubeCon EU? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 TodayCut 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 approachDid the acquirer try to build it themselves first? Leftover perspective? Marketing understanding?Which group within the acquirer did the acquisition? Good alignment?Independence or Integration? What is the initial focus? What is the learning curve for the new company? Culture, tools, skeletons in closetsRetention of key people? Expectations of key people? How long do the leaders stay?FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 TodayCut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES: System Initiative websiteAdam on The Cloudcast #729Topic 1 - Welcome back to the show. We last spoke mid-2023. For those that missed that show, tell us about your background… Topic 2 - When we last spoke, we talked about DevOps 2.0. Give everyone an update on the state of the industry. DevOps 2.0, IaC, etc. Where are we at in that journey? For instance, what’s broken with IaC in the existing approaches and why a new approach? Topic 3 - One thing I’ve noticed in research for this topic is the move to visual and UI to conceptualize the environment and the corresponding actions. APIs and command lines will always have a place but what are your thoughts on this trend? I personally fall asleep every time someone gives a talk an industry conference and they pull up the command line for their demo. But, I’m also a visual learner. Topic 4 - When I’ve thought about both DevOps and IaC in the past, my mind immediately jumps to both complexity and dependencies. What do developers today have to consider and have we made any advances here? Topic 5 - Are there new metrics for success? With DevOps is was number of code commits, with IaC it was number of seamless deployments and actions. What do development teams look for today as the consider new platforms and tools? Topic 6 - I can see this being an area that could be impacted by AI in a few ways: 1. the summarization of large amounts of data 2. Digital Twins and simulations and 3. Agentic AI performing tasks based on conditions. What are your thoughts on AI here? Topic 7 - If anyone out there is interested, what’s the best way to get started? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 TodayCut 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 netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 TodayCut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES: WWT websiteWWT AI Proving GroundInfoblox websiteStartup Lantern PodcastTopic 1 - Jon and Druce welcome to the show. Give everyone a quick introduction… Topic 1a - You also have a podcast, tell everyone about that… Topic 2 - AI has thrown the world of cybersecurity a curveball..   Druce, how are you seeing AI impact the typical conversations you are involved in? Topic 3 - How is AI affecting start-up companies, thinking beyond all the AI-specific startups, how is AI going to impact the entrepreneur who’s trying to launch a non-AI company?  What should they know and think about AI when starting a new company? Topic 4 - You both talk to a lot of customers about AI, especially to Enterprise customers. Let’s separate the hype from the practical. Where are organizations typically in their AI journey in early 2025? Have we moved beyond the chatbot 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 netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 TodayCut Enterprise IT Support Costs by 30-50% with US Cloud SHOW NOTES: Jeff Bezos’ API Mandate, and 5 Rules surrounding itJensen 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 haveHow is your management chain communicating the group’s work upward and to other teams? Do you ask what shouldn’t be done, where something else could occupy that time? Does management use it as a way to educate others about functions of the business? (cross-team efforts)FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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/@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 TodayCut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES: Link to February 2025 news and articlesSEGMENTS COVERED IN THE SHOW: Good Old Fashioned Cloud NewsThe AI Innovation Continues FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 TodayCut 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 AINVIDIA 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 simpleThere’s a ton of AI out there, but it’s not always affordableThere’s a ton of AI out there, and sometimes it blows our mindThere’s a ton of AI out there, and open source is starting to be disruptive (again)There’s a ton of AI out there, and people are trying to forecast a future that changing too fastThere’s a ton of AI out there, and people are struggling with technology and politics overlapping so much FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 TodayCut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES: ZenCoder websiteTopic 1 - Welcome to the show. Tell us about your background… Topic 2 - As someone who built and ran a large organization and continued to invest in other startups, what’s your take on startups and funding in today’s AI frenzy world? In your Wrike days did you ever foresee a time when funding rounds would be bigger than most valuations from years ago? Is this a sustainable investment model? Topic 3 - One of the leading use cases that came from GenAI and LLM’s is coding co-pilots. It might be the biggest and most profitable use case. What are your thoughts on Coding Co-pilots as whole and the state of the industry? Topic 4 - What makes a good coding co-pilot? Are their advantages to models trained specifically on coding How does that compare to the frontier LLM’s and their size and abilities? Topic 5 - We see lots of talk of coding co-pilots potentially hurting the industry. Lots of click bait headlines that coding is going away with agentic AI or Comp Sci degrees and junior employees might not be needed anymore. What are your thoughts on this? Topic 6 - Some argue that by having a co-pilot do the easy work, some developers might get lazy and the underlying fundamentals of development techniques might disappear. Others say this will elevate developers to new levels of productivity. What’s your view? Topic 7 - If anyone out there is interested, where can they go for more info or to contact you? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 - DeepSeekBest 100 Technology PodcastsTop Cloud Computing PodcastsTop Software Engineering PodcastsTop 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 netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 MigrationsThe Cloudcast #158 - Private Clouds with Platform 9The 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 netBluesky: @cloudcastpod.bsky.socialTwitter/X: FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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+ yearsCan the clouds make all this CapEx spending work because of other businesses?Wait, is cloud interesting again?What is Bi-Modal Cloud?Is the cash cow still the cash cow?How do cloud providers prioritize cloud vs. AI?How do internal teams rationalize being profitable but unimportant?Stargate might be a crazy idea, but is an AI-cloud a crazy idea?  FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 articlesSEGMENTS COVERED IN THE SHOW: Good Old Fashioned Cloud NewsThe AI Innovation Continues FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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. IBMUnited States vs. MicrosoftOracle vs. Google (Java)EU vs. Apple (AppStore)EU vs. Google“Shut up and dribble” (2018) THE OLD SWIM LANES ARE NO LONGER INDEPENDENT AND 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, AmazonCompanies are involved in 1st Amendment situations - Google, Amazon/WashPostAll tech companies are bidding for Gov’t contractsIntel is the target of the US Chips Act - govt subsidyAI overlaps copyright, data sovereignty, govt regulations/restrictionsNation-state funded security attacks FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 AgentsHow 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 projectsWhat are the AI possibilities?AI Center of Sharing ExperiencesBase Models vs. Trained/Aligned ModelsAugment vs. Replacement (or AI Beginning) activitiesVendor offering vs. Open Source evolutionCost Modeling and Cost MonitoringThe Ecosystem (of the large LLMs) is questionable - will they be viable in 1-2yrs?Security policies - how broad, how strict, how to evaluate? Data scientists vs. non data scientists? FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 doesSalesforce 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 workforceCEOs/CFOs are starting to think about AI in terms of reduced workforceWFH/RTO policies will be an on-going issue for the next few yearsHow does your group align to value-creation at the company?How does your group measure the value they bring to the company?How does your group measure the cost/ROI they bring to the company?How does your group communicate their value upward in the organization?How does your group communicate their value outward in the organization?How do your stakeholders (internal & external) talk about your group?Does your group complain too much? What is your annoyance factor? FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 roleRed FlagsConsidering BurnoutHow has the macro environment changed funding and employmentNetworkingKeeping a routineFEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @EntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 worseThere will be at least one “SkyNet scare” of Agentic AI2025 will also be the year of inference (see ROI)Brian: Gov’t vs. AI (US Trump, EU, China)Emergence of an AI Agent stack or standard?Useful or killer AI apps? (new focus of Weekend Perspective)AI pricing evolves based on usage patterns or just need for revenues? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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

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

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 InfrastructureSHOW NOTES: Link to November 2024 news and articlesSEGMENTS COVERED IN THE SHOW: Good Old Fashioned Cloud NewsThe AI Innovation Continues FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 calculatorBest quality of life cities (US) Best quality of life cities (Europe)Best quality of life cities (Asia)Top 15 Wealth Creating Stocks of last 10 years (Vanguard) IS SILICON VALLEY STILL THE CENTER OF TECH INNOVATION? Amazon, Microsoft, Space X , BYD, TSMC, are not in Silicon ValleyTHE PROS AND CONS OF LIVING IN SILICON VALLEY DURING A BOOM? Density of ideasDensity of people that obsess over technologyWork from Office vs. Work from AnywhereLocation of customers - and physical vs. digitalAbility to make money vs. life changing moneyNon-work considerations (family, non-work activities, etc.) FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 conversationFollow Data Citizens Dialogues on Apple, Spotify, YouTube, or wherever you get your podcastsSHOW NOTES: Kindo (homepage)WhiteRabbitNeo (open source project)Open Source GenAI models advances support for CyberSecurity and DecSecOps teamsTopic 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 netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 GenAINetflixOSS (homepage) WHAT DID NETFLIX DO FOR THE CLOUD ERA? Provided a face for a new style of doing workProvided validation that a new model could workEncouraged people to explore older, “bad practices”Began to define metrics of what the new world could look likeWHY 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-casesOr is AI going to be a big-bang approach? FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 alignedSocial 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 plateauCloud providers aren’t really talking about anything but AIVCs 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 netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 conversationFollow Data Citizens Dialogues on Apple, Spotify, YouTube, or wherever you get your podcastsSHOW 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? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 PolicyStratechery - Big Tech, Little Tech, Chips and HardwarePivot - How Trump will Impact Tech, EconomyCube Podcast - https://www.thecube.net/cube-podcastSHOW SPONSOR: Upgrade to the next generation of the cloud.  Oracle Cloud Infrastructure CAN THE TECH INDUSTRY LEARN ANYTHING FROM POLITICAL CAMPAIGNS? It’s very difficult to disrupt the incumbent or most well-known nameIt’s more difficult to prove “what if” (future) vs. something that already happenedFigure out messaging velocity and variability (change the story vs. stick to the story)Plans tend to defeat a lack of plans (or vagueness)Fear is as powerful a motivator as hope/joy/possibilitiesComplex topics (eg. democracy, DevOps) are difficult for people to understand, if they aren’t well defined.People tend to make decision with their wallet, based on their current situationAre you speaking to a niche audience, or a large audience? If your competition defines you, you need to reframe it quicklyIf your competition finds a liability, you need to address it quicklySometimes small things can be the center of the discussionKnow where your audience is getting their information from (traditional vs. modern channels)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 netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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 conversationFollow Data Citizens Dialogues on Apple, Spotify, YouTube, or wherever you get your podcasts SHOW NOTES: Link to October 2024 news and articlesSEGMENTS COVERED IN THE SHOW: Good Old Fashioned Cloud NewsThe AI Innovation Continues FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

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: While data may be shaping our world, Data Citizens Dialogues is shaping the conversationFollow Data Citizens Dialogues on Apple, Spotify, YouTube, or wherever you get your podcasts SHOW NOTES: IBM Watsonx Code Assistant (homepage)IBM Watsonx Code Assistant for Ansible Lightspeed (homepage)IBM Watsonx Code Assistant for Z (homepage) Topic 1 - Welcome to the show. Tell us about your background, and then give us a little bit of background on where you focus your time at IBM these days? Topic 2 - Developer code assistants have become one of the most popular areas of GenAI usage. At a high level, how mature are the technologies that augment developers today? Topic 3 - Software development has an entire lifecycle (Generate, Complete, Explain, Test, Transform, Document). It’s easy for developers to just plug in a service, but is that often the most effective way to start using GenAI in the software development lifecycle? Topic 4 - Software developers are notoriously picky about what tools they use and how they use them. GenAI doesn’t “guarantee” outputs. Are there concerns that if different developers or groups use different coding assistants, that it could create more challenges than it helps? Topic 5 - What is a holistic way to think about code assistants? How much should be actively engaged with developers, how much should be behind the scenes, how much will be automated or agentic in the future? Topic 6 - In the past, we essentially had “real developers” (people who wrote code) and things like Low-Code for “citizen developers” on process tasks. Do you expect to see code assistants bringing more powerful skills to people that previously hadn’t identified as a real developer? (e.g. the great idea on a napkin that turns into a mobile app) FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

When you’re asking VCs for $6B+, you probably need to promise more than normal returns. So let’s just change all of humankind over the next 5-10 years. Seems simple enough.  SHOW: 868 SHOW TRANSCRIPT: The Cloudcast #868 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: “Machines of Loving Grace” (Dario Amodei - Anthropic)Why AI companies are dropping the doomerism (Decoder from The Verge)“The Intelligence Age” (Sam Altman - OpenAI) THINGS THAT AI COULD IMPROVE (according to Dario Amodei) Biology and HealthNeuroscience and MindEconomic Development and PovertyPeace and GovernanceWork and meaningFEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Edward Hieatt (@edwardhieatt, Chief Customer Officer @mech_orchard) talks about the challenges of app modernization, leveraging AI, and the process to succeed from legacy to modern. SHOW: 867 Want to go to All Things Open in Raleigh for FREE? (Oct 27th-29th) We are offering 5 Free passes, first come, first serve for the Cloudcast Community Registration Link - www.eventbrite.com/e/916649672847/?discount=Cloudcastfree  Instructions: Click reg linkClick “Get Tickets”Choose ticket optionProceed with registration (discount will automatically be applied, cost will be $0)SHOW TRANSCRIPT: The Cloudcast #867 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: Mechanical Orchard (homepage)Startup led by ex-Pivotal CEO lands $50M to modernize apps (TechCrunch)Topic 1 - Welcome to the show. Tell us about your background, and then give us a little bit of background on Mechanical Orchard. Topic 2 - Many of the MO team come from Pivotal (especially Pivotal Labs), as well as being involved with the Agile Manifesto, Extreme Programming, etc. How did the mission of the company get focus on modernizing existing applications? Topic 3 - Modernization projects have traditionally been really costly, with a low success rate. Why is now the right time to focus on this area? Topic 4 - I’m really interested in how MO technology works. It seems like a variation of a digital twin, mixed with some AI capabilities. Give us the big picture of how this is a different approach to modernization. Topic 5 - How much culture/process change is needed with MO to be successful? Topic 6 - What do the stages of success look like with your approach to application modernization? FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

After several months of travel and giving keynote at multiple events, Brian gives some new tips for building keynotes, capturing audience attention, managing regional differences and avoiding mistakes. SHOW: 866 SHOW TRANSCRIPT: The Cloudcast #866 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: Building a Keynote Presentation (Cloudcast Eps. 798) THE CHALLENGES OF KEYNOTES ACROSS DIFFERENT LOCATIONS Different types of keynotes - Entertainment (celebrity), Vision (CEO), Informative (multiple)Different types of keynote audiences - Technical, Business, MixedDifferent types of keynote context - New, Updates, Different styles of keynote - Storytelling, Demonstrations, Multiple Speakers/PanelsOther considerations - Audience language, Slides vs. Words, Size of the room, Length of presentation slot, Before/After sessions. FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Alex Merced (@AMdatalakehouse, Senior Tech Evangelist, @dremio) talks about everything data and we dig deep into Apache Iceberg and DataLakehouses. SHOW: 865 Want to go to All Things Open in Raleigh for FREE? (Oct 27th-29th) We are offering 5 Free passes, first come, first serve for the Cloudcast Community -> Registration Link Instructions: Click reg linkClick “Get Tickets”Choose ticket optionProceed with registration (discount will automatically be applied, cost will be $0)SHOW TRANSCRIPT: The Cloudcast #865 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: Dremio (homepage)Hands-on with Apache Iceberg TutorialApache Iceberg Crash CourseData Lakehouses and Apache Hudi (Cloudcast Eps. 694)Apache Iceberg, the Definitive Guide (eBook)Apache Iceberg (homepage)Iceberg + Nessie Catalog (homepage)Iceberg + Polaris Catalog (homepage)AlexMerced.comDataLakehouseHub.comTopic 1 - Welcome to the show. Tell us a little bit about your background. Topic 2 - It’s been a little while since we talked about Data Lakehouses, can you give us a little bit of background on this space, and what the most recent dynamics are around these technologies. Topic 3 - What are the typical integrations with a Data Lakehouse? How are users/developers typically interacting with Data Lakehouse technologies? [The marketplace for Iceberg catalogs like Nessie and Polaris] Topic 4 - How does an open data format like Apache Iceberg fit into the bigger picture of data lakehouses, or large scale stores of data? Topic 5 - How does Dremio enable Iceberg? How does Dremio sit in the intersection of Data Lakehouse, Data Mesh and Data Virtualization trends all of which come from the same fundamental problem, the growing scale of data use cases. Topic 6 -  We’ve seen companies start to rethink their data in the cloud strategies. Are you seeing on-premises making a comeback for large data applications FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Are we sure that the next big thing in AI is going to come from OpenAI, or even one of the big cloud providers with $Billions to spend? History tells us that it might come from someone smaller.  SHOW: 864 SHOW TRANSCRIPT: The Cloudcast #864 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET  CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" WHERE DID THE CRITICAL “NEXT” INNOVATIONS COME FROM? Internet infrastructure (router) came from CiscoWeb Browser / Web Server came from NetscapeMainstream Linux came from Red HatSocial Media came from Twitter, FacebookCloud came from AmazonSmart Phone came from AppleAI came from ?? (OpenAI, NVIDIA) What’s Similar? What’s Different?Funding, Founders, Market Competitors FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Emily Freeman (@editingemily) and Forrest Brazeal (@forrestbrazeal), co-founders of Freeman and Forrest talk about the intersection of technical products and marketing and the evolution of marketing to reach an increasingly technical audience including the rise of influence marketing.   SHOW: 863 Want to go to All Things Open in Raleigh for FREE? (Oct 27th-29th) We are offering 5 Free passes, first come, first serve for the Cloudcast Community Registration Link - www.eventbrite.com/e/916649672847/?discount=Cloudcastfree  Instructions: Click reg linkClick “Get Tickets”Choose ticket optionProceed with registration (discount will automatically be applied, cost will be $0)SHOW TRANSCRIPT: The Cloudcast #863 Transcript CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES: Freeman and Forrest (homepage)DevOps for Dummies (book)97 Things every Cloud Engineer should know (book)Forrest Brazeal (homepage)Developing Multi-Cloud Skills (Eps.602 Cloudcast)Topic 1 - Welcome to the show. Topic 2 - Where does the line between technical and marketing stop and start Topic 3 - Is there a new blueprint being created for how to have conversations about new technologies, or helping people find useful information? [new media | influencers] Topic 4 - Give us a sense of how crowded the markets are today, and why it’s so important to be able to communicate about the value/impact of the technologies. Topic 5 - Let’s talk about how projects get paid for - priorities, awareness, etc. Topic 6 -  What does good and bad look like these days? FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

The AI landscape is moving quickly. Here are 5 recent trends to keep an eye on for the last quarter of 2024.  SHOW: 862 SHOW TRANSCRIPT: The Cloudcast #862 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: Upgrade to the next generation of the cloud.  Oracle Cloud Infrastructure SHOW NOTES: Western North Carolina Red Cross (DONATIONS)Eastern Tennessee Red Cross (DONATIONS) 5 (+1) AI ITEMS TO KEEP AN EYE ON Do business leaders understand what LLMs do?Small models vs. Large models vs. One-size fits all modelsDoes OpenAI funding unlock a new round of hype funding?Does anything (company, technology) reduce the dependency on NVIDIA GPUs?What are the Top 10 revenue generating AI apps, after ChatGPT and GitHub CoPilot? What is the framework or “middleware” that unlocks the next breakthroughs in AI?FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Brian Gracely, Aaron Delp, and Brandon Whichard discuss the top stories in Cloud and AI from September 2024. SHOW: 861 SHOW TRANSCRIPT: The Cloudcast #861 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 September 2024 news and articlesSEGMENTS COVERED IN THE SHOW: Good Old Fashioned Cloud NewsThe AI Innovation Continues Trend 1 - AI Regulation is having mixed results (multiple products not released in EU now, California’s AI Act gets a veto)Trend 2 - OpenAI is making and burning through money at historic levels, only 3 of the original 13 are left. Anyone wanting AI for good has moved on Trend 3 - Google finally releasing some AI tools and chips with potential (NotebookLM, AlphaChip). Also, Aaron no longer uses Google to search, feels last generation now and maybe these new tools are a way back for them?FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Do we put too much emphasis on the leaders of the tech industry and not enough on the millions that support it?  SHOW: 860 SHOW TRANSCRIPT: The Cloudcast #860 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: Access Gartner cloud research come to life with the “The Future of Cloud in 2028: From Technology to Business Necessity,” webinar.Secure your seat for Gartner IT Infrastructure, Operations & Cloud Strategies Conference 2024 with our early bird savings of $400 off standard rates now.   SHOW NOTES: Western North Carolina Red Cross (DONATIONS)Eastern Tennessee Red Cross (DONATIONS)OpenAI to remove non-profit control and give Sam Altman equityLinkedIn Profile RoasterBrian’s “roasted” LinkedIn profile THE BIG NAMES GET A LOT OF ATTENTION We talk a lot about how much CEOs makeWe talk a lot about the CEOs creating/executing strategy (good or bad)We talk a lot about “rockstars” (see: Workday “rockstars” commercials)BUT DO THE REST OF US ACTUALLY DO ANYTHING OF ANY VALUE? Do the rest of us live the Ricky Bobby life, “if you’re not first, you’re last!”Should we feel bad when we advocate for ourselves, since that’s how the merit/raise system works? Should we be embarrassed  FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Rick Song (@rickcsong, CEO @Persona_IDV) talks about the evolution of identity verification and threat detection. SHOW: 859 Want to go to All Things Open in Raleigh for FREE? (Oct 27th-29th) We are offering 5 Free passes, first come, first serve for the Cloudcast Community Registration Link - www.eventbrite.com/e/916649672847/?discount=Cloudcastfree   Instructions: Click reg linkClick “Get Tickets”Choose ticket optionProceed with registration (discount will automatically be applied, cost will be $0)SHOW TRANSCRIPT: The Cloudcast #859 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: Persona webpageTech Crunch Article on Persona Topic 1 - Welcome to the show. Give everyone a little bit about your background with a quick introduction please. Topic 2 - You cut your teeth at Square prior to Persona, what lessons did you learn there, and how did your experience there impact what you are doing at Persona? Topic 3 - We are, of course, seeing an uptick in personal fraud in both our personal and professional lives through identity theft and personal information leaking into the world. If someone has all the proper information, how do you identify this as a false identity? Topic 4 - How has AI impacted all of this? I would think with the power of GenAI tools, this industry has accelerated dramatically? Topic 5 - Do we have another arms race on our hands to identify and protect both our personal and professional lives from fraud? Topic 6 - Is Persona a 3rd party API similar in architecture to Stripe? If I’m an architect in an organization today and I want to get started, how would I do that? Topic 7 - If there was one thing you wanted people to understand about this, what would it be? Topic 8 - You have access to a lot of personal data, how is this data handled and secured? FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

This past week, Amazon announced a new RTO policy that required 5 days a week in the office. What types of impacts could this have on tech workers and the tech industry?  SHOW: 858 SHOW TRANSCRIPT: The Cloudcast #858 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: Access Gartner cloud research come to life with the “The Future of Cloud in 2028: From Technology to Business Necessity,” webinar.Secure your seat for Gartner IT Infrastructure, Operations & Cloud Strategies Conference 2024 with our early bird savings of $400 off standard rates now.   SHOW NOTES: Amazon announces new Manager/Employee Ratio and RTO policy for 2025 IT’S BEEN 4.5 YEARS SINCE PEOPLE WERE IN THE OFFICE - FULL TIME People have adapted their life to working from homePeople have adapted their families to working from homeDaily commutes seem like a poor use of resourcesIT’S BEEN 4.5 YEARS SINCE PEOPLE WERE IN THE OFFICE - FULL TIME Being around co-workers does tend to increase collaboration and idea sharingRTO is more difficult on certain employee (especially care-giving women)RTO is an effective way to reduce headcount without defined “layoffs”RTO may feel more impactful to mobility-able tech workers FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Jay Madheswaran (Founder & CEO @ Eve) talks about bringing AI to the legal vertical and the intersection of AI/ML of increased efficiency for legal firms. SHOW: 857 SHOW TRANSCRIPT: The Cloudcast #857 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: Eve HomepageTopic 1 - Welcome to the show. Before we jump into the legal industry and AI, let’s talk a little bit about your background. Give everyone a brief introduction. Topic 2 - What made you focus on the legal industry? When I think of forward leaning industries that quickly adopt new technologies, I don’t think of legal. What are the most common use cases? Topic 3 - Tell us a little bit about the tech behind the scenes. Do you use foundational models and then fine-tune them? Do you have your own custom models? What are your thoughts on the current state and future of models for specific industries or verticals? Topic 4 - Legal is a highly regulated space; how do your customers (law firms) think about data security and compliance? Tell everyone a bit about how all of this works. Topic 5 - Do your clients use RAG for custom information that needs to be brought into the models? How does all of that work for customer data? Topic 6 - When I think about legal, I think about two big areas. We covered compliance and the financial side of this, but what about the billing and financial side? How is ROI on legal AI calculated? Where and how does a legal AI help? Is this measured in hours saved, which translates into dollars saved? Topic 7 - Let’s close by discussing the people aspect. We keep hearing AI is going to take everyone’s jobs away. What are your thoughts on how this supplements vs. replace staff? FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Back from some recent travel, we look at why it’s important to listen to people from around the world to understand the differences between how global regions adopt technology.  SHOW: 856 SHOW TRANSCRIPT: The Cloudcast #856 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: Access Gartner cloud research come to life with the “The Future of Cloud in 2028: From Technology to Business Necessity,” webinar.Secure your seat for Gartner IT Infrastructure, Operations & Cloud Strategies Conference 2024 with our early bird savings of $400 off standard rates now.  SHOW NOTES: LARGER FACTORS PLAY A SIGNIFICANT ROLE IN TECHNOLOGY OUTSIDE THE US Diffusion of informationCurrency exchangeGovernment laws, embargoes, tariffsLanguage and timezone differencesLocal culture, norms, expectations FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Brian Gracely (@bgracely)and Brandon Whichard (@bwhichard) discuss the top stories in Cloud and AI from August 2024. SHOW: 855 SHOW TRANSCRIPT: The Cloudcast #855 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 August 2024 news and articlesSubscribe to Cote's newsletter. SEGMENTS COVERED IN THE SHOW: Good Old Fashioned Cloud NewsThe AI Innovation Continues Trend 1 - What will be the ripple effects of Intel’s struggles?Trend 2 - Is this a bump or a bubble for NVIDIA?Trend 3 - Why do companies have such a hard time with a 2nd act?Trend 4 - Why you should always take the big job if it’s offered to you.  FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

The future of search advertising, the future of chips, the future of open source, AI monetization and government regulation of tech are all uncertain. What does that mean for the future? SHOW: 854 SHOW TRANSCRIPT: The Cloudcast #854 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: Access Gartner cloud research come to life with the “The Future of Cloud in 2028: From Technology to Business Necessity,” webinar.Secure your seat for Gartner IT Infrastructure, Operations & Cloud Strategies Conference 2024 with our early bird savings of $400 off standard rates now.  SHOW NOTES: ARE CORE PILLARS OF THE TECH INDUSTRY UNCERTAIN FOR THE FUTURE? Google and antitrustIntel and chipsOpen source and licensingAI and monetizationGovernments and regulationFEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Paul Delory (@pacdelory, Research VP @Gartner_Inc for Technical Professionals) shares insights about cloud computing, cloud costs, VMware, Platform engineering and IaC. SHOW: 853 CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"  SHOW NOTES: On The CUBE discussing VMware in April: https://www.youtube.com/watch?v=-wIClYI6bDQSoftware Development Times discussion Platform Engineering: https://sdtimes.com/softwaredev/analyst-view-whats-new-whats-now-and-whats-next-in-platform-engineering/ Topic 1 - Welcome to the show. Before we jump into a broad set of topics today, give us a little bit about your background and what you focus on today. Topic 2 - The hyperscalers have grown quite large over the last decade, but as we came out of COVID, many of their customers were concerned about the cost of cloud. Are we seeing a new rationalization coming around cloud costs and accountability of costs?  Topic 3 - We’ve all read the headlines regarding changes to VMware by Broadcom. Alternatives to VMware would be big decisions for many companies. As a neutral independent, how are you framing your thinking about the VMware ecosystem and the decisions being made about the future of virtualization?  Topic 4 - Over the last decade, we’ve seen so many new technologies. To get value from them, they require more cross-functional collaboration. These days we tend to call that Platform Engineering. How well do you see the evolution of people and processes being adopted, and how much more needs to happen? Topic 5 - Behind the scenes of every transition over the past decade (Cloud, AI, Cloud-native) is the adoption of automation. This seems like a no-brainer, but actual adoption is lumpy across companies. What are some of the hard parts of automation that aren’t discussed enough?  FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

With so much rapid change happening around AI models, is there a framework for when to build models, train models, fine-tune models, use RAG or something else? Let’s explore… SHOW: 852 SHOW TRANSCRIPT: The Cloudcast #852 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: Access Gartner cloud research come to life with the “The Future of Cloud in 2028: From Technology to Business Necessity,” webinar.Secure your seat for Gartner IT Infrastructure, Operations & Cloud Strategies Conference 2024 with our early bird savings of $400 off standard rates now.  Upgrade to the next generation of the cloud.  Oracle Cloud InfrastructureSHOW NOTES: What is Retrieval Augmented Generation (RAG)?Fine-Tuning vs. RAGPredictive AI vs. Generative AIAndrew Ng (always worth a watch IMO) https://youtu.be/sal78ACtGTc?si=dCoKXb5o4KB2XSerHarrison Chase (LangChain) https://youtu.be/pBBe1pk8hf4?si=lAit69_pDeRKcBGqhttps://blog.langchain.dev/what-is-a-cognitive-architecture/https://thenewstack.io/lets-get-agentic-langchain-and-llamaindex-talk-ai-agents/https://www.youtube.com/watch?v=N-IYzyi86yYhttps://blog.langchain.dev/what-is-an-agent/https://www.microsoft.com/en-us/research/project/autogen/https://www.crewai.com/  HOW SHOULD WE DECIDE WHICH AI MODEL TO USE FOR OUR APPLICATION? Build, buy, use open source, augment with your own data - so many decisionsHow often do you update models with new data? HOW DO WE BRING OUR COMPANY DATA / KNOWLEDGE TO OUR AI MODELS? Large Static Models - Predictive AILLMs + Slow-Changing Data - Align the ModelLLMs + Fast-Changing Data - RAGLLMs + Agent-Learned Data - Agentic AIFEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Emrul Islam (Head of Platform Innovation @TwingateHQ) talks about the evolution of remote access, application security, and enabling DevOps teams to drive security transformation.   SHOW: 851 SHOW TRANSCRIPT: The Cloudcast #851 Transcript CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"  SHOW NOTES: How Twingate WorksTwingate vs. VPNsArchitecting Network Connectivity for a Zero Trust FutureSolving the usability problem to unlock Zero Trust adoptionReddit link: https://www.reddit.com/r/twingate/ Signup for Twingate for free Topic 1 - Welcome to the show.  Topic 2 - To properly solve cloud access & security pain points, companies need a tool that works for IT, DevOps, & Security teams What are the challenges when trying to secure cloud access today?What role do each of the stakeholders play in addressing these?How much can technology really help address these challenges?Topic 3 - How is Twingate architected differently to address these new challenges? How do existing systems work?What sort of architecture is required?Topic 4 - Why is it a struggle to get these teams aligned on the right solution Is there a disconnect between competing requirements and security?Topic 5 - What is the opportunity for Devops teams to influence remote access and security architecture? Why automate security?How much can be automated? FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Is the market shifting from evaluating software as an economic driver to re-evaluating the cost of software in the context of how AI can improve, augment or replace developers?  SHOW: 850 SHOW TRANSCRIPT: The Cloudcast #850 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 CEO says developers might stop coding soon (Business Insider)Amazon CEO highlights the impacts of co-pilots on code (Andy Jassy)I’m tired of fixing customer’s AI-generated codeThe New Kingmakers (Stephen O’Grady)Exploring Generative AI (Martin Fowler)The Death of the Junior DeveloperSalary Pressures, Not AI, Vex Developers (The New Stack)THE CLOUD WAS BUILT UPON ENABLING DEVELOPERS (“BUILDERS”) The value of the developer exploded over the last decadeSoftware has reshaped most industries over the last decadeWE’RE MOVING FROM THE ECONOMICS OF SOFTWARE TO THE ECONOMICS OF DEVELOPERS Code assistants for AI are the early leader in driving AI revenueDo we have developer “productivity” or “creativity”?Does AI have more impact on legacy code or new code?How does the role of Junior vs. Senior developer change?What happens to System Integrators? FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Vinay Tripathi (Senior Member of IEEE,  Production Network Engineer @Google) talks about the evolution of backbone networks for the Cloud and Internet, future technologies and career opportunities.  SHOW: 849 SHOW TRANSCRIPT: The Cloudcast #849 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: Topic 1 - Welcome to the show. Before we jump into cloud networking, let’s talk a little bit about your background and some of the areas you focus on today. Topic 2 - Let’s start with something big - the anatomy of cloud backbone networks. What is the makeup of a typical cloud backbone network? Topic 3 - What are some of the unique challenges and solutions that you need to think about in terms of scaling, reliability, securing, and maintaining these massive networks, along with the innovative solutions being implemented Topic 4 - Looking forward, what are some of the emerging trends like intent driven networks, software defined global WAN, and the impact of AI/ML on cloud backbone infrastructure. Topic 5 - Some people in the networking industry are concerned about the future of network engineers. Career Paths in Cloud Networking: skills and knowledge required for a successful career in this field, along with potential career paths. FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

The summer lull has us reflecting on how the evolution of cloud computing has shaped the existing era that’s trying to figure out AI. With a special guest introduction.  SHOW: 848 SHOW TRANSCRIPT: The Cloudcast #848 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: WE HAVE A SPECIAL GUEST LEADING OFF THE SHOW - AFTER 13 YEARS WHAT PARTS OF THE CLOUD EVOLUTION HAVE LAID THE FOUNDATION FOR TODAY? [BAD] Shadow IT set Enterprise IT back 5-10 years, with the same responsibilities[GOOD] Technology experimentation has become the norm, from technologists to business leaders. [BAD] We still don’t really know how to measure the cost or return (ROI) of technology spending.[GOOD] We have a new appreciation for the power of software and software development to change businesses and markets.[BAD] But we still haven’t figured how to normalize great software development[GOOD] Open source communities (e.g. CNCF, etc.) provided a blueprint for bringing new innovation to the marketplace[BAD] We saw how long it took for Cloud to be disruptive, but now that valuations are so high, we haven’t learned patience for new disruptions.[GOOD] The “cloud” way of doing things has laid the foundation for what might/will come next.  FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Scott Jarnagin (Founder/CEO of Caddis Cloud Solutions (Caddis Cloud Solutions)) talks about the challenges of building modern data centers to handle the growing demands of AI. SHOW: 847 SHOW TRANSCRIPT: The Cloudcast #847 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: Caddis Cloud Solutions (homepage) Topic 1 - Welcome to the show. Before we jump into Caddis Cloud, let’s talk a little bit about your background and then what led you to start  the company. Topic 2 - Let’s begin by looking at the bigger picture intersection of today’s data centers and the growing demand for AI capabilities. How much of a change will current data centers have to go through to be able to support AI at any sort of scale? Topic 3 - How are cloud providers, hosting companies and enterprises evolving to meet the increased demands driven by AI and other high-intensity computing processes? Topic 4 - How would you typically advise an enterprise to think about matching the AI needs to the current and future capabilities of the market? How do they make sure their AI plans aren’t going to get sidetracked with the wrong datacenter/cloud choice? Topic 5 - Are there elements of government development/involvement for datacenter expansion that companies should be aware of as they make future plans around AI? Topic 6 - How frameworks does Caddis Cloud typically use to help guide companies that are looking at near-term and long-term data center plans FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

They may not be major stories, but these 5 headlines will play an important role in how AI and the Cloud evolve in the 2H of 2024.  SHOW: 846 SHOW TRANSCRIPT: The Cloudcast #846 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: VCs are looking to get out (Business Insider)Microsoft earnings (31%), Google earnings (29%), Amazon earnings (19%) - QtoQ earnings for the hyperscalers THE ECONOMY WILL BE THE STORY OF 2H 2024 DUE TO THE US ELECTIONS BUT WILL ANY OF THESE OTHER STORIES GET THE ATTENTION THEY DESERVE? Are VCs going to be out on AI startups?Will tech antitrust discussions become prominent in the US elections? When will we start seeing all the early-2024 AI demos turn into reality?How much are the hyperscale cloud earnings boosted by AI spend vs. usage?Will any alternatives to VMware start to show progress in displacing the virtualization leader? FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Brian Gracely (@bgracely), Aaron Delp (@aarondelp)  and Brandon Whichard (@bwhicard) discuss the top stories in Cloud and AI from July 2024. SHOW: 845 SHOW TRANSCRIPT: The Cloudcast #845 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:  LINKS TO ALL ARTICLES FOR JULY  2024 CLOUD NEWSSEGMENTS COVERED IN THE SHOW: Good Old Fashioned Cloud NewsThe AI Innovation Continues Trend 1 - What do you tend to do (at work, or outside work) when things seem overly bad in lots of areas? Trend 2 - Are people starting to feel like AI is more sizzle (hype) than steak (reality)?Trend 3 - As you’re looking at 2HCY24 now, with all the things that happened in July, are you expecting anything new/different than you thought a couple months ago? Trend 4 - Are we likely to be in “wait and see” mode for the rest of the year, with all the political uncertainty?   FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

For many years, Silicon Valley was considered to be somewhat apolitical. But the last decade has changed the relationship with governments. What’s causing the changes?  SHOW: 844 SHOW TRANSCRIPT: The Cloudcast #844 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: Upgrade to the next generation of the cloud.  Oracle Cloud Infrastructure SHOW NOTES: It’s Silicon Valley vs. Silicon Valley (NY Times)VCs for KamalaThe Little Tech Agenda: Why We Support Trump (a16z)BG2 Podcast - Silicon Valley’s Political 180 SHOW NOTES: TECHNOLOGY IS A CRITICAL DRIVER OF ECONOMIC GROWTH VCs are becoming more visible and vocal in their political agendasBillionaires have the wealth, power and influence of nation statesEuropean and APAC tech policy are more defined than USDOES GROWTH ALLOW YOU TO AVOID RESPONSIBILITY OR ACCOUNTABILITY? Has there been an “unwritten” agreement between WashDC and Silicon Valley?Crypto is not just another technologyIssues: Antitrust, Taxes, Future of AI, etc. FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Jeff Denworth, (@JeffDenworth, Co-Founder of @VAST_Data) talks about building data platforms for new AI application demands. SHOW: 843 SHOW TRANSCRIPT: The Cloudcast #843 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: VAST Data (homepage)Understanding AI IO performance (whitepaper) Topic 1 - Welcome to the show. Before we jump into VAST Data, let’s talk a little bit about your background and then what led you to start  the company. Topic 2 - As we talk about datacenter or cloud architectures, right now GPUs are king. This is causing a complete rethinking of data center architectures. But what is this doing to the storage side of the equation? Topic 3 - To a certain extent (in the context of AI), GPUs are this massive change from CPUs in that cost almost isn’t considered because of the great fear of falling behind in AI model building/usage. But storage has always been a performance+price discussion. Does that discussion still exist when companies must choose all-flash storage to keep up with GPU IO demands? Topic 4 - We’ve obviously seen a lot of new innovation around GenAI models over the last couple years, but what have you seen from Enterprise companies in terms of real adoption, AI use-cases, etc? Topic 5 - How are you finding Enterprise companies balancing the current requirements around infrastructure modernization (maybe driven by new VMware licensing, etc.) with AI demands? Topic 6 - Do you find that data platform teams are having to make many adjustments to their environments or skills, especially since all-flash technology has been around for at least a decade? FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

If this past week’s Crowdstrike outage taught us anything, it’s that we seem to have forgotten the basics of how to run highly available environments. But what other critical skills are deteriorating?  SHOW: 842 SHOW TRANSCRIPT: The Cloudcast #842 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: The Crowdstrike outage and market-driven brittlenessNetwork Engineering is a Dying ProfessionVista Equity writes off Pluralsight after $3.5B buyoutSHOW NOTES: WE’RE ALWAYS LOOKING TO THE FUTURE Systems are more interconnected and more criticalCompanies under-staff critical operationsDevelopers are the new kingmakers, but where are all the kings?PEOPLE DON’T IGNORE STABLE FOUNDATIONS, THEY FORGET ABOUT THEM Not enough people have home labs, or go after certificationsThe industry highlights the content creators, instead of the builders/fixersThere might be an opportunity to restart a focus on foundational skills FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Scott Stephenson (@deepgramscott, CEO of @deepgram) talks about building Voice AI into your applications. SHOW: 841 SHOW TRANSCRIPT: The Cloudcast #841 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" SPONSOR NOTES: Upgrade to the next generation of the cloud.  Oracle Cloud Infrastructure SHOW NOTES: Deepgram (homepage)Topic 1 - Welcome to the show. Before we jump into Deepgram and Voice AI, let’s talk a little bit about your background and then what led you to start the company. Topic 2 - Let’s start by stepping back and looking at the bigger picture. Many of us have interacted with voice technologies, from Siri to Alexa to various call-center “agents”. From a maturity perspective, where are we in terms of voice-centric interactions with computing systems? Topic 3 - When businesses think about including computer-aided voice-centric interactions to their applications, what’s the typical thought process for where it makes sense to the business, how it represents their brand, etc.? Topic 4 - How does Deepgram bring Voice AI to applications? What do developers have to think about when adding Voice AI to an existing application, or to think about building a voice-centric application from the start? Topic 5 - What are some of the most common use-cases when Voice AI adds new value to the application? What areas are starting to push the edges of possible? Topic 6 - How do companies usually go about collecting user-feedback about the voice-centric interactions? Topic 7 - If you look forward a year or two, where do you see Voice AI types of technologies evolving?  FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Modern applications require modern platforms and team collaboration to deliver velocity, stability and security. So how do we overcome the hurdles to making platform adoption work?  SHOW: 840 SHOW TRANSCRIPT: The Cloudcast #840 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: Panoptica, Cisco’s Cloud Application Security solutionSHOW NOTES: WHY DO PLATFORMS MAKE SENSE FOR MODERN APPLICATIONS? Reduce the cognitive load on application teamsDeliver self-service capabilities where it makes senseDeliver consistent services across teams, with efficient operationsReduce costs, reduce snowflakes, etc.WHAT ARE THE PLATFORM HURDLES, AND HOW TO OVERCOME THEM? The jump from initial projects to scalable delivery across apps and teamsApplication teams wanting snowflake environmentsBuying and budgeting centers not aligning to platform deliveryGetting application team buy-in to platform servicesGetting cross-functional team alignment and coordinationBalancing stability and pace of innovationFEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

2024 has been evolving very quickly for Cloud and AI. So as we get to the mid-year point, we stop and answer many of your mailbag questions.  SHOW: 839 SHOW TRANSCRIPT: The Cloudcast #839 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: Amazon acqui-hiring - Adept.ioInflectionAmazon building ChatGPT Competitorhttps://www.businessinsider.com/amazon-andy-jassy-wooed-wall-street-overhauled-bloated-tech-giant-2024-7The InfraRed Report MAILBAG QUESTIONS: Topic 1 - At this stage of the GenAI era, obviously the “picks and shovels” are winning (e.g. NVIDIA). But beyond that, are there obvious winners and losers, or areas that look more promising? Topic 2 - In the near-term or long-term, do you think there will be big differentiation in the LLM models, or do they eventually commoditized? Topic 3 - There is some talk that Amazon (&/or) AWS are behind in GenAI, but obviously they are ahead with cloud. Do you think GenAI offerings will be enough to get companies to move clouds, or will it just be another cloud workload and companies already use multiple clouds? Topic 4 - Do you have any thoughts about how GenAI (or any AI) will impact IT architectural thinking over the next couple of years? Topic 5 - Do you think the recent rounds of layoffs, or slow downs in hiring, will have a big impact on IT organizations? Topic 6 - What happens if GenAI doesn’t turn out to be as successful as so many people are forecasting? What happens to all the other potential technology innovations while that plays out? Topic 7 - If you were advising someone on a tech career choice in 2024, what type of guidance would you give someone? Topic 8 - DevOps had a long run as “the IT cultural change” for a while. Do you see any of the other tech/culture trends starting to get more popular (FinOps, Platform Engineering, MLOps, etc.)? FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Since the GenAI era took off, most of the discussion has been about AI in the public cloud. But is there a market for AI in the Private Cloud as well?  SHOW: 838 SHOW TRANSCRIPT: The Cloudcast #838 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: Panoptica, Cisco’s Cloud Application Security solutionSHOW NOTES: DATA GRAVITY AND BUSINESS CONCERNS ABOUT GEN AI Most large companies keep their data on-premisesCompanies are concerned about mixing their data with public LLMsCompanies are unsure about hallucinations and their quality of their offeringsWHAT WILL THE ENTERPRISE MEASURE FOR GEN AI SUCCESS? Some GenAI projects will measure replacement activities (e.g. chatbots for call centers)The enterprise hasn’t established a baseline for acceptable incorrect information yetEnterprises may use the public cloud GPUs to train or tune private modelsEnterprises will large the consumer market in usage of GenAI - need to identify use-casesFEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Chris Chapman (CTO at @MacStadium) talks about Mac-centric backend development, DevOps tools chains, and the best ways to take advantage of MacStadium. SHOW: 837 SHOW TRANSCRIPT: The Cloudcast #837 Transcript SHOW VIDEO: https://www.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: Panoptica, Cisco’s Cloud Application Security solutionSHOW NOTES: MacStadium (homepage)Mac Virtualization, using Orka 3.0 Topic 1 - Welcome to the show. Before we dive into all things MacStadium, give us a little bit of your background, as well as some of your focus areas as CTO of MacStadium Topic 2 - Everybody I know has an iPhone, and so many people use a Mac (or iPad) as their daily computing device. Help us understand the breadth of companies that use Macs for the backend of their application environments?  Topic 3 - We spend a lot of time focusing on DevOps and the things people do to run cloud environments. Honestly, it’s a mess of all sorts of tools. Apple has always made the complex seem simple. What does Mac-centric DevOps look like?  Topic 4 - We know (mostly) where cloud-provider responsibilities stop and customer-responsibilities start in places like AWS. Does that change much in MacStadium? Topic 5 - You are/were the creator of Orka, virtualization for Macs. Walk us through the basics of how that works, and it seems like it would be extremely powerful when looking at CI pipelines. Topic 6 - What are some of the best ways that companies take advantage of MacStadium? FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

In technology, we’re afforded many freedoms that enable us to work, live and play in new ways. But it’s important to reflect on technology freedoms and how they might change in the future.   SHOW: 836 SHOW TRANSCRIPT: The Cloudcast #836 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: Panoptica, Cisco’s Cloud Application Security solutionSHOW NOTES: TECHNOLOGY PROVIDES US WITH A LOT OF FREEDOMS Freedom of jobs, of location, or company or group to work withFreedom of technology choicesFreedom to choose when to use technology vs. human skillsBUT THE FREEDOMS DON’T ALWAYS COME WITHOUT A PRICE Companies get acquired and technologies go away/discontinuedTechnologies stop being supportedTechnologies might get too expensive to continue to useLaws might change how/what technologies can be usedSome services are free, in exchange for your dataFEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Brian Gracely (@bgracely) and Brandon Whichard (@bwhicard) discuss stories in Cloud and AI from June 2024, and then get into spirited discussions about RTO and Tech Exec poaching.  SHOW: 835 SHOW TRANSCRIPT: The Cloudcast #835 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:  LINKS TO ALL ARTICLES FOR JUNE 2024 CLOUD NEWSSEGMENTS COVERED IN THE SHOW: Good Old Fashioned Cloud NewsThe AI Innovation Continues Trend 1 - Will the AI boom take a summer vacation?Trend 2 - Have AI expectations set up Enterprise CIOs for a rude awakening?Trend 3 - We’re at the mid-year point. All the cloud providers are focusing on AI. Do you expect that we’ll see a long period of stalled cloud innovation, or do you expect any interesting moves in the 2nd half of the year? Trend 4 - The big tech companies are now all sitting on record-setting market capitalizations. Do you expect any of them to go on an acquisition spree? FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

As open source companies and projects enter a transition phase of funding, licensing, community participation, let’s look at the characteristics of successful open source projects.  SHOW: 834 SHOW TRANSCRIPT: The Cloudcast #834 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: Panoptica, Cisco’s Cloud Application Security solutionSHOW NOTES: 10 Years of Kubernetes30 Years of Linux10 Years of OpenStack25 Years of Java WHAT DOES SUCCESS MEAN IN OPEN SOURCE? There are 1000s of widely used open source projects, from Linux to Java to MySQL to Docker to Kubernetes to MongoDBLess projects are successful from a monetization perspective, but that’s about individual business modelsPlenty of companies during the 2010s-2020s treated open source as “marketing” and not really a development modelWHAT DOES COMMERCIAL SUCCESS LOOK LIKE IN OPEN SOURCE? Wide usage infrastructure - Linux, Kubernetes, OpenStackComplex projects vs. “it just works”Critical security - VaultComplex data services - MongoDB, KafkaMany companies contributing (share the costs) - Linux, KubernetesManagement / Observability Engines - Crossplane, PrometheusProgramming Languages - Java, Rust, Go, Python, Ruby, etc.Cloud services hiding complexityCloud services stretching across cloudsSingle vendor projects - often move to non-OSS licensingSingle vendor projects - difficult to maintain at scaleFEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Matt Butcher (@technosophos, CEO at @FermyonTech) talks about the evolution of WASM, the relationship with Kubernetes, and managing Developer Experiences with platforms. SHOW: 833 SHOW TRANSCRIPT: The Cloudcast #832 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: Fermyon (homepage)Fermyon Open SourceBuilding Apps with WebAssembly (Cloudcast Eps. 633)Kubernetes is (not) a cost optimization problem (InfoWeek)Topic 1 - Welcome back to the show. It’s been a couple of years since the last time you were on. Great to have you back. For anyone that didn’t listen to that show, or doesn’t know you, give us a quick update on your background. Topic 2 - Let’s begin by talking about the Web Assembly community and the work around the open source project. Where does it stand today, what are the main focus areas? Topic 3 - Fermyon delivers WASM as a PaaS platform and is focused on “serverless” delivery for applications. You’ve got a background in PaaS; what lessons have we learned about PaaS and what’s changed over the years? Topic 4 - A couple years ago, Web Assembly (WASM) was on the short-list of “Hot” topics at KubeCon, even though it just launched. Fast forward to 2024, and it feels like it’s hard to get visibility on anything that isn’t called AI. How is WASM navigating the CNCF communities these days? Topic 5 - WASM has an interesting relationship with Kubernetes. How do you think about the relationship? What do people get right, and what do they keep getting wrong? Topic 6 - What are some of the interesting use-cases people are using WASM for thess days? FEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

As we look at the continued expansion of the CNCF Landscape and the end of Cloud 1.0 era, are there any trends or patterns that identify which technology or categories will succeed vs fail?  SHOW: 832 SHOW TRANSCRIPT: The Cloudcast #832 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: Panoptica, Cisco’s Cloud Application Security solutionSHOW NOTES: What’s Stranger than AI? These new Job Titles (ZDNet)“Outliers” book and the “10,000 Hours Rule” (Malcom Gladwell) CAN TECHNOLOGY OVERCOME OUR DESIRE TO NOT COLLABORATE? Should technology cross functional areas? Can technology be successful when crossing functional areas? CAN CROSS-FUNCTIONAL TECHNOLOGIES SUCCEED?  Service MeshPaaS / Developer PortalsGitOpsFinOpsXX as codeFEEDBACK? Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK? Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow