
The Enterprise AI Show
The Enterprise AI Show explores the AI journey for enterprise companies worldwide. Hosts Aaron Delp and Brian Gracely discuss generative AI, enterprise systems, and global business strategy with founders, investors, and practitioners. Episodes focus on technical architectures and business models that drive real-world ROI. New shows every Wednesday and Sunday.
Episodes

NVIDIA's Pivot from Chipmaker to Financier
SUMMARY: Brian, Brandon, and Aaron discuss news about Nvidia’s reported $105B backing of OpenAI’s Ohio data center and what it implies for GPUs as an “asset class” and enterprise AI. Brian argues Jensen Huang is shifting Nvidia’s narrative from needing the newest chips immediately to portraying GPUs as long-lived, cash-flowing assets that can be financed like bonds, pushing risk onto banks and pri

Own Your AI Weights or Rent Them?
SUMMARY: Brandon and Aaron discuss the pros and cons of owning or renting your model weights. What does that mean for the Enterprise, and what should you be considering?SHOW: 1055SHOW TRANSCRIPT: The Enterprise AI Show #1055 TranscriptSHOW VIDEO: https://youtu.be/uc0GZBLgUeoSHOW SPONSORS:Nasuni - Activate your data for AI and request a demo Topic: Own Your Weights or Rent Them?Why now? Alex Karp h

Will OSS Models Take Over?
SUMMARY: This episode is the second part and explores the flip side of OSS models. Last episode, we discussed the potential decline; this episode, we’ll talk about the potential positive future of OSS models. Aaron and Brandon explore the future of open source AI models, the role of industry consortia, and how major tech companies like NVIDIA, Apple, and Google are shaping the AI landscape. They d

Are We Seeing The End Of OSS Models?
SUMMARY: In this episode, Aaron and Brandon explore the potential decline of open-source models in AI, discussing market trends, financial challenges, and the future of OSS in the AI landscape.SHOW: 1053SHOW TRANSCRIPT: The Enterprise AI Show #1053 TranscriptSHOW VIDEO: https://youtu.be/-9iwoC5-muESHOW SPONSORS:Nasuni - Activate your data for AI and request a demo Topic: Are we seeing the end of O

The Zitron Bear Case: What's Right, What's Wrong?
SUMMARY: In this episode, Aaron and Brandon tackle the provocative critiques of AI by Ed Zitron, a vocal opponent in the tech industry. They delve into the bear case against AI, exploring both the merits and flaws of Zitron's views.SHOW: 1052SHOW TRANSCRIPT: The Enterprise AI Show #1052 TranscriptSHOW VIDEO: https://youtu.be/Fm3T5bT_8CQSHOW SPONSORS:Nasuni - Activate your data for AI and requ

Do You Even Need That Trillion-Parameter Model?
SUMMARY: We continue our Models and Money series. In this episode, Brian and Aaron explore the current state and future of AI models, focusing on model size, model harnessing, and intelligent model routing. They discuss whether bigger models are always better, the economics of AI, and how enterprise applications can benefit from tailored AI solutions.SHOW: 1051SHOW TRANSCRIPT: The Enterprise AI Sh

AI News of the Month - July 2026
SUMMARY: Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard) discuss the biggest AI news stories from the month of July 2026. SHOW: 1050SHOW TRANSCRIPT: The Enterprise AI Show #1050 TranscriptSHOW VIDEO: https://youtu.be/9u-uAaQVjXkSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoSHOW NOTES:Links to all the AI News covered in this month’s showFEEDBACK?Email: show @ the e

How AI Stacks are rewriting the Rules of Business
SUMMARY: Brian speaks with Dave Vellante, Co-Founder/CEO theCUBE, about how AI is changing the entire tech stack, the evolution of systems of intelligence, and how the competitive landscape is forcing companies to make difficult decisions about their AI future.SHOW: 1049SHOW TRANSCRIPT: The Enterprise AI Show #1049 TranscriptSHOW VIDEO: https://youtu.be/EgIvsBnZnmgSHOW SPONSORS:Nasuni - Activate y

When Will the Models be Good Enough?
SUMMARY: Brian and Aaron explore the current state and future of AI models, focusing on model size, model harnessing, and intelligent model routing. They discuss whether bigger models are always better, the economics of AI, and how enterprise applications can benefit from tailored AI solutions.SHOW: 1048SHOW TRANSCRIPT: The Enterprise AI Show #1048 TranscriptSHOW VIDEO: https://youtu.be/1IHXNrYlYC

AI's Impact on Trust and Brand
SUMMARY: Brian talks Melissa Rosenthal from Outlever about the intersection of AI, brand, and marketing. They explore how AI impacts trust, brand consistency, and operational efficiency, offering insights for organizations navigating AI adoption.SHOW: 1047SHOW TRANSCRIPT: The Enterprise AI Show #1047 TranscriptSHOW VIDEO: https://youtu.be/PEqyOxE9PIwSHOW SPONSORS:Nasuni - Activate your data for AI

What is a Behavioral Agent Automation Platform?
SUMMARY: Steven Walchek, CEO at Liminal, discusses secure AI enablement for regulated industries and why most enterprises are stuck in perpetual AI pilots. We explore the "agentic cliff" and how Behavioral Agent Automation Platforms (BAAPs) discover and deploy agents by observing how work actually happens.SHOW: 1046SHOW TRANSCRIPT: The Enterprise AI Show #1046 TranscriptSHOW VIDEO: https

Does FinOps need an update for the AI world?
SUMMARY: On today’s "Models and Markets" - we explore about the FinOps experience from Cloud is having to adapt to the changing demands of Enterprise AI. SHOW: 1045SHOW TRANSCRIPT: The Enterprise AI Show #1045 TranscriptSHOW VIDEO: https://youtu.be/Plb88y-IkZYSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoShareGate - ShareGate Protect. Microsoft 365 Governance, we got

Buy, Build or Rent your AI?
SUMMARY: Something new - "Models and Markets" - Aaron and Brian explore how recent news and macro trends are causing more companies to explore whether they should Buy, Build or Rent their AI future. SHOW: 1044SHOW TRANSCRIPT: The Enterprise AI Show #1044 TranscriptSHOW VIDEO: https://youtu.be/vcroGCXd3N4SHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Na

Unstructured Data in an AI World
SUMMARY: While we spend a lot of time discussing AI models, we don’t always spend enough time on the challenges of managing the unstructured data used to train, tune, and enable those models. SHOW: 1043SHOW TRANSCRIPT: The Enterprise AI Show #1043 TranscriptSHOW VIDEO: https://youtu.be/OAqnuhorMJ4SHOW SPONSORS:Nasuni - Activate your data for AI and request a demoShareGate - ShareGate Protect. Micr

Are companies giving away their secrets to AI?
SUMMARY: Are CEO's frustrated with the lack of control, costs and sovereignty of their AI environments? SHOW: 1042SHOW TRANSCRIPT: The Enterprise AI Show #1042 TranscriptSHOW VIDEO: https://youtu.be/xgQv8WP-DNISHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Activate your data for AI and request a demoSHOW NOTES:Palantir and NVIDIA partnership (June

AI News of the Month - June 2026
SUMMARY: Brian Gracely (@bgracely) and Aron Delp (@aarondelp) discuss the biggest AI news stories from the month of June, 2026. SHOW: 1041SHOW TRANSCRIPT: The Enterprise AI Show #1041 TranscriptSHOW VIDEO: https://youtu.be/SXmPOgE5jGkSHOW 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 A

Enterprises are concerned about AI Costs, Governance and Trust
SUMMARY: As AI within the Enterprise matures, we look at 10 concerns and challenges that are still causing Chief AI Officers to worry about success in the future. SHOW: 1040SHOW TRANSCRIPT: The Enterprise AI Show #1040 TranscriptSHOW VIDEO: https://youtu.be/RyB4m17YK_4SHOW SPONSORS:Nasuni - Activate your data for AI and request a demoOutShift by Cisco - “Scaling Out Superintelligence” The Interne

A Day in the Life of a Forward-Deployed Engineer
SUMMARY: What does a Forward-Deployed Engineer actually do? And what about deploying AI Harness? Let’s dig into the real-world with these evolving AI concepts and technologies. SHOW: 1039SHOW TRANSCRIPT: The Enterprise AI Show #1039 TranscriptSHOW VIDEO: https://youtu.be/QY0fqu2O84MSHOW SPONSORS:OutShift by Cisco - “Scaling Out Superintelligence” The Internet of Cognition architectureShareGate -

Chaotic AI Markets: Focus on what you can control
SUMMARY: On Father's Day, how would you explain some of the volatility of the AI market to your father? What advice might he give you to navigate the ups and downs and uncertainties?SHOW: 1038SHOW TRANSCRIPT: The Enterprise AI Show #1038 TranscriptSHOW VIDEO: https://youtu.be/T2ZIYLpl_cESHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Activate your d

AI Cyber is expanding a Vulnerability Gap
SUMMARY: As tools like Mythos create new AI-cybersecurity concerns, CIOs and CISOs need to be prepared for two challenges: Security Remediation and Patch to Production acceleration. SHOW: 1037SHOW TRANSCRIPT: The Enterprise AI Show #1037 TranscriptSHOW VIDEO: https://youtu.be/H5KxoiEIfUoSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoOutShift by Cisco - “Scaling Out Superintelli

Do CIOs need to create an Enterprise AI Harness?
SUMMARY: How can CIOs balance innovation and control as they roll our AI capabilities across their organization. How can they balance onboarding, experience, security and flexibility? SHOW: 1036SHOW TRANSCRIPT: The Enterprise AI Show #1036 TranscriptSHOW VIDEO: https://youtu.be/ZgkMF7G3YfoSHOW SPONSORS:OutShift by Cisco - “Scaling Out Superintelligence” The Internet of Cognition architectureShare

Should CIOs have a backup plan for AI?
SUMMARY: If the cost of public AI continues to rise, because of various market shortages, should CIOs start looking at backup plans to better own their AI journeys and futures?SHOW: 1035SHOW TRANSCRIPT: The Enterprise AI Show #1035 TranscriptSHOW VIDEO: https://youtu.be/ngBBpP2LgdoSHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Activate your data for AI

What are the incentives to share AI learning curves with teammates?
SUMMARY: When we get to the end of 2026, how will enterprise companies be measuring the success of their AI projects? And how well will their teams be sharing their AI learning curves?SHOW: 1034SHOW TRANSCRIPT: The Enterprise AI Show #1034 TranscriptSHOW VIDEO: https://youtu.be/TvIFwNN-6ckSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoOutShift - “Scaling Out Superintelligence”

Cerebras is disrupting the market with Fast Inference
SUMMARY: After the first successful AI IPO of 2026, we dig into what makes the Cerebras WSE architecture unique in the market for fast inference. GUEST: Andy Hock, Chief Strategy Officer at Cerebras AISHOW: 1033SHOW TRANSCRIPT: The Enterprise AI Show #1033 TranscriptSHOW VIDEO: https://youtu.be/ed2nVbOtZiASHOW SPONSORS:OutShift - “Scaling Out Superintelligence” The Internet of Cognition architect

How will team collaboration evolve within Enterprise AI?
SUMMARY: The biggest enterprise AI question is which organization can most effectively operationalize, govern, and economically scale AI agents across the business.SHOW: 1032SHOW TRANSCRIPT: The Enterprise AI Show #1032 TranscriptSHOW VIDEO: https://youtu.be/GsK_RUnYroISHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance. We got this.Nasuni - Activate your data for AI and request

AI News of the Month - May 2026
SUMMARY: Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, Software Defined Talk and Failover Media) discuss the biggest AI news stories from the month of May, 2026. SHOW: 1031SHOW TRANSCRIPT: The Reasoning Show #1031 TranscriptSHOW VIDEO: https://youtu.be/MNihDdBSteISHOW SPONSORS:Nasuni - Activate your data for AI and request a demoShareGate - ShareGate Protect. Microsoft 365 Governanc

Why Enterprise AI Economics Are Changing
SUMMARY: The biggest enterprise AI question may no longer beWhich model is smartest? Instead, which organization can most effectively operationalize, govern, and economically scale AI agents across the business?’SHOW: 1030SHOW TRANSCRIPT: The Enterprise AI Show #1030 TranscriptSHOW VIDEO: https://youtu.be/acOBfRI0P3USHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance. We got this

Can AI Agents be held Accountable?
SUMMARY: As AI Agents are being brought into complex, regulated workflows, we explore the importance of accountability and accuracy, and how platforms and harnesses accomplish that goal. Can the CFO really fall in love with AI? GUEST: Ram Venkatesh, Co-Founder/CTO of Sema4.aiSHOW: 1029SHOW TRANSCRIPT: The Enterprise AI Show #1029 TranscriptSHOW VIDEO: https://youtu.be/Lc3XS44Ixg4SHOW SPONSORS:Nas

Enabling AI Governance for M365
SUMMARY: As AI agents become embedded in everyday work, Microsoft 365 governance is no longer a back-office compliance exercise. it’s the “traction control” that lets enterprises innovate faster without losing control of their data, identities, and workflows.GUEST: Richard Harbridge, Principal Industry Advisor, Microsoft 365 at ShareGateSHOW: 1028SHOW TRANSCRIPT: The Enterprise AI Show #1028 Trans

An AI Market Analysis, May 2026
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: 1027SHOW TRANSCRIPT: The Enterprise AI Show #1027 TranscriptSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!SHOW NOTES:Reviewing the Major AI Vendors FEEDBACK?Ema

AI, Data Centers, and the Power Crunch
SUMMARY: We explore one of the most overlooked bottlenecks in the AI boom: energy and infrastructure and why power availability is becoming the limiting factor.GUEST: Wannie Park, Founder/CEO of PADO AISHOW: 1026SHOW TRANSCRIPT: The Reasoning Show #1026 TranscriptSHOW VIDEO: https://youtu.be/satMQRxKQC8SHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Ac

AI News of the Month for April 2026
SUMMARY: Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, Software Defined Talk and Failover Media) discuss the biggest AI news stories from the month of April, 2026. SHOW: 1025SHOW TRANSCRIPT: The Reasoning Show #1025 TranscriptSHOW VIDEO: https://youtu.be/Gl-49dmAgBsSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoShareGate - ShareGate Protect. Microsoft 365 Governa

The 2026 AI Draft
SUMMARY: Draft guru Brandon Whichard (Software Defined Talk) joins us for the inaugural AI Draft, where we predict the next year of AI winners, losers, trends, and headlines. GUEST: Brandon Whichard, Software Defined TalkSHOW: 1024SHOW TRANSCRIPT: The Reasoning Show #1024 TranscriptSHOW VIDEO: https://youtu.be/BjT_HKhOcRESHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance, we got

Halt & Retool: Rewriting Software Development in the Age of AI Agents
SUMMARY: Exploring how to fully embrace AI-driven, agent-based software development, resulting in dramatically increased productivity and faster feature delivery. It highlights a broader shift in engineering—from writing code to orchestrating AI agents.GUEST: Sam Ramji, CEO/Co-founder at SailplaneSHOW: 1023SHOW TRANSCRIPT: The Reasoning Show #1023 TranscriptSHOW VIDEO: https://youtu.be/q50s0oL37pQ

The Zero-CVE Mirage: Hardening Software in the Age of AI Attacks
SUMMARY: How software development is rapidly evolving in the age of AI and automation. Matt Moore shares how his team is rethinking secure software supply chains, scaling infrastructure, and safely integrating AI agents into development workflows.GUEST: Matt Moore, CTO at Chainguard SHOW: 1022SHOW TRANSCRIPT: The Reasoning Show #1022 TranscriptSHOW VIDEO: https://youtu.be/9Q0kWkTYRs8SHOW SPONSORS:

The Grid’s Breaking Point: Can AI Save the Infrastructure It’s About to Crash?
SUMMARY: How real-time power flow optimization at the edge is helping data centers and the electrical grid handle surging AI energy demands more efficiently. By unlocking hidden capacity and dynamically managing power systems, we explain how existing infrastructure can support significantly more compute without massive new buildouts.GUEST: Marissa Hummon, CTO UtilidataSHOW: 1021SHOW TRANSCRIPT: Th

Shadow AI is Faster Than Your Governance: Why Guardrails are Failing
SUMMARY: Shadow AI is growing much faster than known AI adoption across businesses. How can IT teams get Shadow AI under control?GUEST: Uri Haramati, CEO at ToriiSHOW: 1020SHOW TRANSCRIPT: The Reasoning Show #1020 TranscriptSHOW VIDEO: https://youtu.be/AUrh_xICPzMSHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Activate your data for AI and request a demo

The Junior Dev Crisis: Who Inherits the Code When AI Does the Work?
SUMMARY: Have we reached a point where coding is a solved problem? And if so, what are the downstream effects on companies that need software to differentiate their business?GUEST: Brandon Whichard, Co-Host of Software Defined TalkSHOW: 1019SHOW TRANSCRIPT: The Reasoning Show #1019 TranscriptSHOW VIDEO: https://youtu.be/q0mksIKcBzkSHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governan

RAG Won’t Save Your Messy Data: The Brutal Truth About AI Reliability
SUMMARY: The RAG (Retrieval Augmented Generation) pattern is one of the most frequently used to augment LLMs with context-specific information. Let’s explore RAG. GUEST: Roie Schwaber-Cohen, Head of Developer Relations at PineconeSHOW: 1018SHOW TRANSCRIPT: The Reasoning Show #1018 TranscriptSHOW VIDEO: https://youtu.be/-kZZEMR341QSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoS

The Productivity Paradox: Why More AI Code is Slowing Down Shiptimes
SUMMARY: Discover how AI is transforming software development and what it means for engineering leaders. GUEST: Jeff Keyes, Field CTO at AllStacks SHOW: 1017SHOW TRANSCRIPT: The Reasoning Show #1017 TranscriptSHOW VIDEO: https://youtu.be/cXPu8iWeB0kSHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Activate your data for AI and request a demoSHOW NOTES:Top

The Production Chaos: Why AI-Generated Code is Breaking Traditional SRE
SUMMARY: With the explosion of AI-generated code and applications, the modern SRE requires an AI-native approach to managing complex systems. GUEST: Anish Agarwal - CEO/Cofounder of TraversalSHOW: 1016SHOW TRANSCRIPT: The Reasoning Show #1016 TranscriptSHOW VIDEO: https://youtu.be/hF3MCRDhMnoSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoShareGate - ShareGate Protect. Microsoft

The Future of Service belongs to Self-Improving AI
SUMMARY: Today’s episode is all about a transformation happening in customer service—one that’s moving us from static systems and scripted workflows into something far more dynamic: AI systems that can actually learn and improve over time.GUEST: Shashi Upadhyay (President of Product, Engineering, and AI at Zendesk)SHOW: 1015SHOW TRANSCRIPT: The Reasoning Show #1015 TranscriptSHOW VIDEO: https://y

The $26B Pivot: Why Big Tech is Abandoning the AI "Wrapper" Model
SUMMARY: Brian (@bgracely) and Brandon Whichard (@bwhichard, Software Defined Talk and Failover Media) discuss the biggest AI news stories from the month of March, 2026. SHOW: 1014SHOW TRANSCRIPT: The Reasoning Show #1014 TranscriptSHOW VIDEO: https://youtu.be/XwyAC-hxOQYSHOW SPONSORS:VENTION - Ready for expert developers who actually deliver?Visit ventionteams.comSHOW NOTES:Links to all the AI N

Living the Claude-centric Life
SUMMARY: With @bwhichard, we dig into how daily work-life changes when you make @AnthropicAI @claudeai the center of all workflow activities. SHOW: 1013SHOW TRANSCRIPT: The Reasoning Show #1013 TranscriptSHOW VIDEO: https://youtu.be/zEmEH0t67jsSHOW SPONSORS:VENTION - Ready for expert developers who actually deliver?Visit ventionteams.comSHOW NOTES:Topic 1 - How long have you been living the Claude

NVIDIA’s Open Software Trap: The Real Cost of the New Inference Stack
SUMMARY: We dig into the NVIDIA GTC keynote and highlight three things - accelerated computing for everything, the complexity of the new inference stack, and NVIDIA’s “open” software stack including NemoClaw.SHOW: 1012SHOW TRANSCRIPT: The Reasoning Show #1012 TranscriptSHOW VIDEO: https://youtu.be/aXOr91q76yMSHOW SPONSORS:VENTION - Ready for expert developers who actually deliver?Visit ventionteam

Kagenti - A Kubernetes Control Plane for AI Agents
SUMMARY: Morgan Foster talks about the Kagenti project, which enables an AI Agent agnostic framework for security, authentication, identity and zero-trust.SHOW: 1011SHOW TRANSCRIPT: The Reasoning Show #1011 TranscriptSHOW VIDEO: https://youtu.be/djFZruLEDiwSHOW NOTES:Kagenti (homepage)Kagenti (use-cases)“Old Things that look like Agents”“What makes Agents different?”CNV - What Makes Agents Differe

Your Career is Legacy Code: Why 'All Jobs are Software' is a Warning, Not a Trend
SUMMARY: Brian talks about the rapidly expanding gap between people and companies that augment their work with AI and those who are making AI the center of their work world. SHOW: 1010SHOW TRANSCRIPT: The Reasoning Show #1010 TranscriptSHOW VIDEO: https://youtu.be/tFyLlCnkbsMSHOW SPONSORS:VENTION - Ready for expert developers who actually deliver?Visit ventionteams.comSHOW NOTES:WHY THE NEED FOR A

Inside OpenClaw and Open Source Innovation
SUMMARY: Sally O’Malley (Principle Software Engineer @RedHat, Maintainter @OpenClaw) talks about her early experiences of immersing herself into OpenClaw and evolution of the OpenClaw community.SHOW: 1009SHOW TRANSCRIPT: The Reasoning Show #1009 TranscriptSHOW VIDEO: https://youtu.be/7xARBtgiMQgSPONSORS:VENTION - Ready for expert developers who actually deliver?Visit ventionteams.comSHOW NOTES:Ope

Understanding NeoClouds with Crusoe
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: 1008SHOW TRANSCRIPT: The Reasoning Show #1008 TranscriptSHOW VIDEO: https://youtu.be/eA8vpPmSW0YSPONSORS:VENTION - Ready for expert developers who actually deliver?Visit vention

Beyond the Chatbot: Why Most "Agents" are Just Glorified Automation
OVERVIEW: Welcome to The Reasoning Show! We dig into one of the foundational building blocks of modern Generative AI, the AI Agent. So what is an AI Agent, and what do we need to think about for the next couple years? SHOW: 1007SHOW TRANSCRIPT: The Reasoning Show #1007 TranscriptSHOW VIDEO: https://youtu.be/4tdj0S0AyhMSHOW SPONSOR:VENTION - Ready for expert developers who actually deliver? Visit v

AI & Cloud News of the Month - Feb 2026
This episode marks the transition from The Cloudcast to The Reasoning Show, focusing more on AI and cloud topics. Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss recent trends in AI, the evolution of tech teams, and the shifting landscape of enterprise AI tools.SHOW: 1006SHOW TRANSCRIPT: The Cloudcast #1006 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudca

How The Cloudcast is changing in 2026?
Aaron and Brian discuss how The Cloudcast will be changing going forward, signaling an industry shift from Cloud Computing to AI. SHOW: 1005SHOW TRANSCRIPT: The Cloudcast #1005 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SHOW NOTES:Topic 1 - What are we announcing? (“The Reasoning Show”, a.k.a. “Reasoning”)New n

What's Your Token Budget?
This episode explores the evolving economics of AI development, the rising costs associated with AI agents, and the implications for businesses and developers. It highlights the shift from centralized to decentralized computing, the importance of understanding token budgets, and the future of AI project management.SHOW: 1004SHOW TRANSCRIPT: The Cloudcast #1004 TranscriptSHOW VIDEO: https://youtube

Evaluating AI Models in 2026
Aaron and Brian review some of the latest AI model releases and discuss how they would evaluate them through the lens of an Enterprise AI Architect. SHOW: 1003SHOW TRANSCRIPT: The Cloudcast #1003 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SHOW NOTES:Last Week in AI Podcast #234Artificial Analysis.AIOpus 4.6 Rel

Three AI Rooms to be a Fly on the Wall in 2026
As we move into Q1 2026, Brian talks about 3 rooms where he'd like to be a fly on wall to see the blueprints of significant AI companies shaping the markets. SHOW: 1002SHOW TRANSCRIPT: The Cloudcast #1002 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" A FLY ON THE WALL IN 3 ROOMS IN 2026Room1 - NVIDIA’s M&

What we wish we knew about the next 3 years of AI?
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

The Economics of Software Developers
If someone walked into your office today and asked you to build a framework for how to value software development, what would you think about it? SHOW: 1000SHOW TRANSCRIPT: The Cloudcast #1000 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES:Chainguard introduces Factory 2.0On running a startup of Claude

The Future of Enterprise Software?
Are we ready to move into an era of wild predictions about where the future of Enterprise software is headed in 2026 and beyond? SHOW: 999SHOW TRANSCRIPT: The Cloudcast #999 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTESThe SPAC-king is going to fix legacy software All

The Rise of Digital Sovereignty
We take a listener question about digital sovereignty, tariffs and UK/EU independence from large US cloud providers, also Brian reaches out to the Melbourne, AUS listeners. SHOW: 998SHOW TRANSCRIPT: The Cloudcast #998 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTESAWS E

AI & Cloud Trends for January 2026
Aaron Delp (@aarondelp), Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from January 2026.SHOW: 997SHOW TRANSCRIPT: The Cloudcast #997 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SHOW NOTES:Link to January 2026 News and ArticlesFEEDBACK?Email

10 Questions about what Cloud 2.0 might look like
Following on the discussion of the Cloud 1.0 to Cloud 2.0 transition, we explore what that future cloud might look like. SHOW: 996SHOW TRANSCRIPT: The Cloudcast #996 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES:Q1 - What didn’t Cloud 1.0 achieve from the grand vision?Q2 - What seemed promising but mig

The Cloudcast Playbook - Lessons from 1000 Shows
After 1000+ shows of The Cloudcast, when critical lessons have we learned about the industry, our our journey, and tips for anyone in tech. SHOW: 995SHOW TRANSCRIPT: The Cloudcast #995 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES:Lesson 1 - Why did we create The Cloudcast? [Career expansion]Lesson 2 -

It's the beginning of Cloud 2.0
15 years ago, when we started The Cloudcast the definition of cloud was pretty clear cut. But now in 2026, the rules are all different and a new era of Cloud is upon us. Let’s explore what the next generation might provide. SHOW: 994SHOW TRANSCRIPT: The Cloudcast #994 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW P

RAG That Survives Production
Adam Kamor (@tonicfakedata, Founder & Head of Engineering) talks about building RAG (Retrieval Augmented Generation) systems in production for AI data. SHOW: 992SHOW TRANSCRIPT: The Cloudcast #992 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SHOW NOTES:Tonic.ai websiteTonic Validate Product PageTonic Validate

20 Years of OSS Databases
Peter Zairsev (@PeterZaitsev, Founder of @Percona) talks about the history of OSS databases, and how AI is reshaping the demands on modern databases. SHOW: 991SHOW TRANSCRIPT: The Cloudcast #991 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SHOW NOTES:Percona websiteTopic 1 - Welcome to the show, Peter. Give every

AI & Cloud Trends for December 2025
Aaron Delp (@aarondelp), Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from December 2025.SHOW: 990SHOW TRANSCRIPT: The Cloudcast #990 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SHOW NOTES:Link to December 2025 News and ArticlesFEEDBACK?Ema

Cloud and AI Predictions for 2026
Aaron and Brian make some bold predictions for the 2026 Cloud and AI markets, as well as reviewing the biggest issues going into 2026. SHOW: 989SHOW TRANSCRIPT: The Cloudcast #989 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:CLOUD & AI NEWS OF THE MONTH - NOV 20

The Craziest Year (so far) comes to a close
A lot changed in the world of Cloud and AI this year. And then it changed some more, and some more, and so more. The only constant was change. SHOW: 988SHOW TRANSCRIPT: The Cloudcast #988 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTESIT WAS AN INTERESTING YEAR IN CLOUD

The 2025 State of AI in Review
Aaron and Brian review the Year in AI, hand out AI awards, and discuss the biggest AI trends from 2025. Maybe a few predictions will be made as well.SHOW: 987SHOW TRANSCRIPT: The Cloudcast #987 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:SHOW NOTESCLOUD & AI

How AGI will change Everything, Everywhere
If an AGI falls in the woods and nobody can define it, did it actually fall? This week we make an exact prediction of when AGI will happen, and the 10 ways it will immediately change the world. SHOW: 986SHOW TRANSCRIPT: The Cloudcast #986 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS

The 2025 State of Cloud in Review
Aaron and Brian review the Year in Cloud, hand out Cloud awards, and discuss the biggest cloud trends from 2025. Maybe a few predictions will be made as well. SHOW: 985SHOW TRANSCRIPT: The Cloudcast #985 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:CLOUD & AI NEW

Will there be a market for expert AI agents?
How difficult will it be to train and build an AI Agent that has expertise in a given domain? Will it happen in the next year, or 3 years or 10 years? And who will benefit in the marketplace from his evolution? SHOW: 984SHOW TRANSCRIPT: The Cloudcast #984 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "

How AI is evolving Enterprise Infrastructure
Dan McConnell (Senior VP Product Management at @HitachiVantara) talks about how Enterprise infrastructure is having to evolve to keep up with the data challenges of AI. SHOW: 983SHOW TRANSCRIPT: The Cloudcast #983 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SP

The Future of PaaS
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: 982SHOW TRANSCRIPT: The Cloudcast #982 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CL

AI & Cloud Trends for November 2025
Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from November 2025.SHOW: 981SHOW TRANSCRIPT: The Cloudcast #981 TranscriptSHOW 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 i

Things to be Thankful for
As the Thanksgiving weekend passes, let's look at some technology things that we're thankful for and excited about. SHOW: 980SHOW TRANSCRIPT: The Cloudcast #980 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[Mailtrap] Try Mailtrap for free[Interconnected]

Time Series for Physical AI
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: 979SHOW TRANSCRIPT: The Cloudcast #979 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS:[Interconnected] Interconnected is a new series

After NVIDIA's Latest Earnings
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: 978SHOW TRANSCRIPT: The Cloudcast #978 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODC

Shadow AI
SHOW: 977Rohan 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 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS:[Mailtrap] Try Mailtrap for free[Intercon

Rational and Irrational AI numbers
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: 976SHOW TRANSCRIPT: The Cloudcast #976 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHO
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