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AI & Cloud Trends for August 202503 Sep 202500:41:12

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:

FEEDBACK?

Every Week Feels like an AI Gartner Hype Cycle01 Sep 202500:32:25

From extreme ups to startling downs, every week can feel like the peak of expectations and the trough of disillusionment for AI.  

SHOW: 954

SHOW TRANSCRIPT: The Cloudcast #954 Transcript

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

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

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

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

SHOW NOTES:

THE UPS AND DOWNS OF AI - THE CONSTANT HYPE CYCLE

Healthy Competition [YES]

Consumer and Enterprise Markets [YES]

Market leader(s) [YES, sort of]

Well-Defined, profitable business model [NO]

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

Usage patterns emerging [YES/NO]

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

FEEDBACK?

The Modernization of FinOps27 Aug 202500:30:25

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:

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?

Transitioning from the Cloud era to the AI era 24 Aug 202500:26:07

As we begin to transition from the Cloud era to the AI era, what types of changes can we expect to see happen in the market, within our businesses, and for individuals? 

SHOW: 952

SHOW TRANSCRIPT: The Cloudcast #952 Transcript

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

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

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

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

SHOW NOTES:

WHEN TWO ERAS OVERLAP - CLOUD AND AI

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

FEEDBACK?

Looking back on Industry Market Leaders21 Aug 202500:25:39

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:

LESSONS FROM THE GREATEST BUSINESS MODELS

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

FEEDBACK?

Kubernetes in the Era of GPUs20 Aug 202500:25:11

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:

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

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

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

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

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

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


FEEDBACK?

Enterprise AI Platforms13 Aug 202500:27:02

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:


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?

The beginning of Cloud 2.0 is here10 Aug 202500:19:59

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

SHOW: 948

SHOW TRANSCRIPT: The Cloudcast #948 Transcript

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

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

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

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

SHOW NOTES:

CLOUD 1.0 vs. CLOUD 2.0

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

FEEDBACK?

AI & Cloud Trends for July 202506 Aug 202500:42:13

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:

FEEDBACK?

Is AWS entering their Hybrid phase?03 Aug 202500:38:26

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:

HOW WILL AWS HANDLE DAY 1 AND DAY 2?

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


FEEDBACK?

Improving AI Through Data Quality30 Jul 202500:26:27

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

SHOW: 945

SHOW TRANSCRIPT: The Cloudcast #945 Transcript

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

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

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

SPONSORS:

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

SHOW NOTES:

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

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

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

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

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

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


FEEDBACK?

How will Businesses react to AI Agent success?27 Jul 202500:22:01

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:

WHAT IF AI AGENTS ARE SUCCESSFUL?

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

FEEDBACK?

Building Private GenAI stacks23 Jul 202500:40:24

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:

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

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

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

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

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

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

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


FEEDBACK?

Should you join an AI Startup?20 Jul 202500:22:16

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:


WHY WOULD ANYBODY JOIN AN AI STARTUP? 

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

FEEDBACK?

Is Cursor having their Docker moment?16 Jul 202500:36:50

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

SHOW: 941

SHOW TRANSCRIPT: The Cloudcast #941 Transcript

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

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

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

SPONSORS:

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

SHOW NOTES:


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?

The Importance of Early AI Adoption13 Jul 202500:31:22

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:


WHEN SHOULD YOU START ENGAGING WITH AI?

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

FEEDBACK?


Data Pipelines with Apache Airflow09 Jul 202500:25:36

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

SHOW: 939

SHOW TRANSCRIPT: The Cloudcast #939 Transcript

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

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

SPONSORS:

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

SHOW NOTES:


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?

A Mid-Year Cloud Check-In06 Jul 202500:25:53

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

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  • [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
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SHOW NOTES:

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

FEEDBACK?

AI & Cloud Trends for June 202501 Jul 202500:42:46

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"

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  • [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.
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SHOW NOTES:

FEEDBACK?

AI-Native Applications vs. AI Add-On Applications29 Jun 202500:18:51

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

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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


FEEDBACK?

Trustworthy AI Agents25 Jun 202500:39:05

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

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

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

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

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

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

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


FEEDBACK?

The Rapid Change of Cloud Dynamics22 Jun 202500:27:00

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

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SHOW NOTES:


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

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

FEEDBACK?

Expanding AI Agents with MCP Servers & API Platforms18 Jun 202500:26:31

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

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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?

Father's Day and First Jobs15 Jun 202500:19:35

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

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SOMETIMES WE FORGET HOW CHALLENGING THAT FIRST JOB WAS

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

FEEDBACK?

The State of Cloud Native for 202511 Jun 202500:23:24

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

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SHOW NOTES:


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?

There Ain't Gonna Be Any Middle Anymore08 Jun 202500:18:42

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

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

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

FEEDBACK?

AI & Cloud Trends for May 202504 Jun 202500:47:45

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

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Sam, Jony, McGuffin and Vaporware01 Jun 202500:29:32

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

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

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

FEEDBACK?

Preventing AI Hallucinations28 May 202500:27:51

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

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SHOW NOTES:

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

Topic 2 - Our topic today is Preventing AI Model Hallucinations. Before we dig into that, I wanted to ask about your time as Lead Data Scientist at Meta. What was it like to be early into that organization, and what did you take away from your time there? 

Topic 3 - Ok, let’s dig into model evaluations and hallucinations. Let’s start at the beginning. How do model hallucinations come about?

Topic 4 - When evaluating models for hallucinations, how does a developer or a data scientist know fact from fiction? Due to its size, complexity, and number of parameters, it’s not feasible to simply fact-check and manually verify inputs to outputs. How is this process evaluated and automated with some level of confidence? Additionally, numerous benchmarks are available. What are your thoughts on the usefulness of the benchmarks?

Topic 5 - How does the concept of data quality play into this? How would we know when a model was given insufficient or improper data vs. a hallucination

Topic 6 - We often hear about how frontier models are running out of training data, and increasingly, synthetic data is being used. Does this impact hallucinations in any way?

Topic 7 - The last item I wanted to ask you about, Partonus AI, also pertains to model optimization. Can you explain that process?


FEEDBACK?

AI and the 95% vs 5% debate25 May 202500:29:08

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

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HOW DO WE THINK ABOUT THE INVOLVEMENT OF HUMANS WITH AI SYSTEMS?

  • What do we think AI systems should be capable of?
  • What do we think human systems should be capable of?
  • We know how to quantify error, but do we really know how to quantify error?
  • Almost every question about AI comes down to augment vs. replace, and yet humans tend to skew towards the replace angle. 
  • We like the thought of humans in the loop, but often don’t want to be bothered to interact with humans
  • We haven’t yet created a framework to think about the human +/- AI involvement, because we haven’t really created it for general-purpose automation yet either. 

FEEDBACK?



Universal Data Representation for AI21 May 202500:28:13

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

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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?

Where do Developer-Assistants go next with AI?18 May 202500:25:17

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

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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?

Building Customer-First Products14 May 202500:26:30

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

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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?

WhyQ vs. It is what it is11 May 202500:24:01

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

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WHEN DOES WHY BECOME IT IS WHAT IT IS? 

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


FEEDBACK?

AI & Cloud Trends for April 202507 May 202500:31:27

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

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The Early AI Journey and Learning Curve04 May 202500:21:45

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

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HOW WILL WE VIEW AN AI AGENT IN THE CONTEXT OF HUMANS OR “USERS”

  • The low-hanging fruit, simple on-ramp is the key to early AI adoption 
  • Google and Microsoft are already showing revenue increases, likely through the productivity apps bundling
  • Expect prices to increase slowly, but frequently as adoption happens and companies get used to the knowledge worker productivity increases (or expectations)
  • Curious how knowledge workers are adopting, sharing, increasing their learning curve
  • Sharing still seems to be lacking within the AI tools. Not just sharing of an individual task, but sharing of learning curves, best practices, datasets
  • Is there a dataset collection opportunity? This feels like Big Data or Data Lake 5.0. 


FEEDBACK?


DevOps Meets Platform Engineering30 Apr 202500:26:41

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

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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?

Five Thoughts on AI Agents27 Apr 202500:18:57

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

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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?


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The Intersection of AI and APIs23 Apr 202500:43:44

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

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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. 

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AI Augmenting vs. Replacing20 Apr 202500:27:34

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

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

  • Most AI projects today as either augmenting or replacing humans
  • Technology has augmented, shifted or replaced human tasks for a while, this isn’t anything new
  • Management/owners have tried to replace workers with technology for a long time
  • Pricing will tell you something about the goal of the technology (e.g. seat vs. task)
  • Now we’re starting to see the psychology of aligning AI to business goals - augmenting, shifting or replacing
  • The hyperbole of AI funding is to convey direct lines to AI success (whatever success is - AGI, No Coders, No Operations, No Entry-Level, etc..)
  • “How do we replace the employees with AI?”
  • The path to get there isn’t well defined. The politics to get there isn’t defined by technology. 
  • Will the current economic downturn accelerate this line of questioning / strategy? 
  • The Bed Bath and Beyond 20% coupon test. 
  • “The $billion dollar company with one employee.”


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Deep Learning Meets CyberSecurity16 Apr 202500:27:23

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

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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?


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Tempering AI Expectations in the Enterprise13 Apr 202500:29:04

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

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IS THREE YEARS ENOUGH TIME FOR ANY TECHNOLOGY TO TAKE OVER THE WORLD?

  • Costs are still high, and positive ROI is still evolving
  • The technology stack and standards are still evolving
  • Enterprise expectations are being confused with consumer expectations
  • AI predictions and timelines are overly aggressive
  • How is anymore measuring AI success? 
  • The AI future is already here, it’s just unevenly distributed
  • “AI First” strategies are following “Cloud First” strategies - unevenly and distributed
  • Most people don’t like to talk about the augment vs. replace issue

Miscellaneous stuff:

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


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AI Agents vs. AI Assistants09 Apr 202500:25:09

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

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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?



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How Things Can Change for the 800lb Gorilla in Tech06 Apr 202500:25:25

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

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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?



AI & Cloud Trends for March 202502 Apr 202500:50:55

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

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SEGMENTS COVERED IN THE SHOW:

  • Recent M&A
  • Good Old Fashioned Cloud News
  • The AI Innovation Continues 

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That Feeling of Losing Technical Knowledge30 Mar 202500:21:47

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

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SHOW NOTES:

WHAT HAPPENS DURING AND AFTER AN ACQUISITION? 

  • Moving from an IC to Leadership role is a complex choice
  • Moving from a technical to a less technical role is a difficult choice
  • What happens if you’re not an expert in the room?
  • What happens when you don’t have all the answers?
  • How do you build your network to keep you informed?
  • The economics of technology are more complicated than you think 

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Virtualizing Kubernetes Clusters26 Mar 202500:33:09

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

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SHOW NOTES:

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

Topic 2 - Our topic today is virtualizing Kubernetes. Let’s get the most obvious question out of the way… Why virtualize k8s? Isn’t this another abstraction layer to manage and more complexity in the stack?

Topic 3 - What are the most common use cases? Combining test/dev and production? 

Topic 4 - How does this impact other parts of the stack? I think about Istio, Rancher, etc. Does the complexity increase or decrease?

Topic 4a - How is the control plane handled vs. the data plane?

Topic 5 - With vm virtualization, a trend developed as the technology matured. In the beginning, consolidation was good, and as the technology supported greater and greater density, a tipping point was reached where fault domains were needed. Where is the virtualization of K8s on this scale?

Topic 6 - A few months ago at KubeCon in Salt Lake City, you announced vCluster Cloud. Are there any hints for our listeners for KubeCon EU?


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Are Acquisitions Making a Comeback?23 Mar 202500:32:31

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

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SHOW NOTES:

WHAT HAPPENS DURING AND AFTER AN ACQUISITION? 

  • Who is acquiring and who is being acquired? Culture, Company Size, GTM approach, etc?
  • Why are they being acquired? New market, adjacent market, integration (1+1=3)
  • Front-end, back-end, integration, acquhire acquisition? 
  • What are the benefits of the acquisition? New technology, key talent, new GTM approach
  • Did the acquirer try to build it themselves first? Leftover perspective? Marketing understanding?
  • Which group within the acquirer did the acquisition? Good alignment?
  • Independence or Integration? What is the initial focus? 
  • What is the learning curve for the new company? Culture, tools, skeletons in closets
  • Retention of key people? Expectations of key people? How long do the leaders stay?

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Migrating from Infrastructure as Code19 Mar 202500:33:17

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

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SHOW NOTES:

Topic 1 - Welcome back to the show. We last spoke mid-2023. For those that missed that show, tell us about your background…

Topic 2 - When we last spoke, we talked about DevOps 2.0. Give everyone an update on the state of the industry. DevOps 2.0, IaC, etc. Where are we at in that journey? For instance, what’s broken with IaC in the existing approaches and why a new approach?

Topic 3 - One thing I’ve noticed in research for this topic is the move to visual and UI to conceptualize the environment and the corresponding actions. APIs and command lines will always have a place but what are your thoughts on this trend? I personally fall asleep every time someone gives a talk an industry conference and they pull up the command line for their demo. But, I’m also a visual learner.

Topic 4 - When I’ve thought about both DevOps and IaC in the past, my mind immediately jumps to both complexity and dependencies. What do developers today have to consider and have we made any advances here?

Topic 5 - Are there new metrics for success? With DevOps is was number of code commits, with IaC it was number of seamless deployments and actions. What do development teams look for today as the consider new platforms and tools?

Topic 6 - I can see this being an area that could be impacted by AI in a few ways: 1. the summarization of large amounts of data 2. Digital Twins and simulations and 3. Agentic AI performing tasks based on conditions. What are your thoughts on AI here?

Topic 7 - If anyone out there is interested, what’s the best way to get started?

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Decoding Corporate Communications16 Mar 202500:35:34

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

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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?

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