The Cloudcast (.net) - Weekly Cloud Computing Podcast

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 name, same RSS feeds (same podcast players)New logoSome existing/renamed and some new social media channels (will be listed)Same co-hosts (and maybe some new friends)Topic 2 - Why are we changing The Cloudcast?The majority of our content is AI focused nowCloud has become mostly stable, AI is at the beginning and so much is changingWe’re not abandoning Cloud, just giving it the amount of coverage needs (monthly Cloudcast, monthly CNOTM)Social media algorithms have changed audience acquisitionTopic 3 - Hasn’t The Cloudcast already been covering AI for a while? Yes, it’s been about 50/50 since 2024We’ve been discussing

This 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.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"CHAPTERS00:00 - Celebrating Milestones and AI Insights02:48 - The Cost of AI Agents and Realizations06:05 - Centralization vs. Decentralization in AI08:51 - The Evolution of AI Economics12:03 - Future Trends in AI and Project Management14:52 - Connecting AI to Real-World EconomicsKEY TOPICS:AI agent costs and pricing modelsThe shift from centralized to decentralized computingToken budgets and project economics in AIHistorical transitions in computing infrastructureFuture trends in AI proje

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 ReleaseGPT Codex 5.3 ReleaseGLM-5 ReleaseOpenAI Preparedness FrameworkSam’s Tweet that 5.3 Codex hit “high” ranking for cybersecurityFortune Article on 5.3 high rankingTAKEAWAYSThe frequency of AI model releases can lead to numbness among users.Evaluating AI models requires understanding their specific use cases and benchmarks.Enterprises must consider the compatibility and integration of new models with existing systems.Benchmarks are becoming more accessible but still require careful interpretation.The rapid pace of AI development creates challenges for enterprise adoption and integration.Companies need to be proactiv

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&A Room (Chips, Software Stack, Hosting Services, Agentic Tools, etc.)Room 2 - Anthropic’s Agentic VisionRoom 3 - TSMC’s 2028-2030 PlanningFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

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: 1001SHOW TRANSCRIPT: The Cloudcast #1001 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES:Stratechery (Ben Thompson)WHAT DO WE WISH WE KNEW ABOUT AI IN 3 YEARS?EconomicsPoliticsTechnologyRegulationsPartnershipsBuying PatternsUsage PatternsDevicesJob Creation/DestructionFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

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 Code agentsAgentic Product Development and the Theory of ConstraintsSoftware AbundanceHOW SHOULD SOMEONE THINK ABOUT THE ECONOMICS OF SW DEV IN 2026?If someone walked into your office today and asked you to build a framework for how to value software development, how would you think about it? FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

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 Enterprise software is dead Microsoft and Software Survival (Stratechery)WHAT HAPPENS TO ENTERPRISE SOFTWARE NEXT?How much do enterprises want to write their own software? How much do enterprises wish they could write more software?How much do enterprises not understand the economics of owning their own software?How much does “big SaaS” or just “big Enterprise software” actually help because people already know it?Is it possible that this new Agentic-driven software could create a type of new software community? Are “open” software communities prepared for the emerging economics of AI-created software? FEEDBACK?Emai

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 European Sovereign Cloud Azure European Sovereign ServicesGoogle Cloud Sovereign CloudRed Hat Digital SovereigntyBroadcom Digital SovereigntyOracle Digital SovereigntyDigital Sovereignty in Europe, What’s the Plan B? (IDC)Digital Commons EDIC Established (2025)EU AI Act“Sovereign Clouds and the Digital Sovereignty Imperative: Europe's Quest for Digital Independence” (IDC #EUR149098122, December 2022)The Evolution of Digital Sovereignty: Moving Beyond Data and Cloud” (Rahiel Nasir, IDC, January 13, 2023)THE FUNDAMENTALS OF DIGITAL SOVEREIGNTY What is the definition of Digital Sovereignty? What about Digital Assura

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: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

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 might have been the wrong timing? Q3 - Why didn’t more SaaS get bundled by the hyperscalers?Q4 - Does multi-cloud become easier?Q5 - Do primitives continue to be the core offering, or do more integrated offerings dominate the landscape?Q6 - Do a bunch of existing primitives get turned off to make room for new AI capabilities (DC capacity)?Q7 - Is security on by default? Q8 - Do more private/sovereign capabilities get offered?Q9 - What are the new AI capabilities that nobody has even thought of yet?Q10 - How does the mix of AI workloads get distributed across clouds, or across private and public? FEEDBACK?Email: show at

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 - How did we learn all the topics we covered? [Skills development]Lesson 3 - What have been the biggest Cloud trends we’ve covered [Trends]Lesson 4 - How did you think about technology transitions over the last 10-15 years? [Change]Lesson 5 - How important was it for you to learn the business side of cloud? [Follow the money]Lesson 6 - What structural changes do you think Cloud will have on IT in 10 years? [Legacy]Lesson 7 - What lesson from an episode do you think about the most frequently?Lesson 8 - What surprised you the most about the Cloud 1.0 era?Lesson 9 - What did you expect to happen, which never really happe

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 PODCAST: "CLOUDCAST BASICS"SHOW NOTESAWS in 2026: The year of proving they still know how to operate (This Week in AWS)WHAT IS AND ISN’T CLOUD IN 2026?Cloud isn’t a single companyCloud isn’t just public cloudA CIA cloud isn’t a Gov cloud isn’t your Enterprise CloudMulti-cloud is a real thing that needs technologyGoogle, the people that invented “cloud” are a real company in cloudDefining cloud by purity, or IaaS/PaaS/SaaS terms doesn’t really matterDoes data locality matter more in an AI-Cloud era?Do we begin to see price wars over the core Cloud 1.0 primitives?Are we in the 9th inning of Cloud, and the 1st

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 GitHubTopic 1 - Adam, welcome to the show. Give everyone a brief introduction.Topic 2: Our topic today is RAG systems, specifically RAG in production. Let’s start with customization sources and types. When it comes to customizing off-the-shelf LLMs, RAG is one option, as is an MCP connection to a SQL database, and there is pre- and post-training, as well as fine-tuning. How does an organization decide what path is best for customization?Topic 3 - RAG came on the scene as the savior for organizations that want to use customer AI without the need for fine-tuning and additional training. It has either gone through or is currently still in the trough of disillusionment. What are your thoughts on RAG's evolution and the challenges it faces?Topic 4 - Let’s walk through

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 everyone a brief introduction, and we’ll also dig into the details of Percona after that.Topic 2 - Percona is basically a household name in our space. Part of that is the excellent tech, and part of that is the longevity. Tell everyone the origin story of Percona.Topic 3 - How have OSS databases evolved? Going back 20 years is a bit far, but what recent trends stand out? How have cloud (i.e. the hyperscalers) and SaaS in particular changed this landscape Topic 4 - Percona plays in the same space, and with, MySQL, MongoDB, PostgreSQL. If you don’t mind, help everyone connect the dots there and why that matters.Topic 5 - Wh

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?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

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 2025 (show)CLOUD & AI NEWS OF THE MONTH - OCT 2025 (show)CLOUD & AI NEWS OF THE MONTH - SEPT 2025 (show)CLOUD & AI NEWS OF THE MONTH - AUG 2025 (show)CLOUD & AI NEWS OF THE MONTH - JUL 2025 (show)CLOUD & AI NEWS OF THE MONTH - JUN 2025 (show)CLOUD & AI NEWS OF THE MONTH - MAY 2025 (show)CLOUD & AI NEWS OF THE MONTH - APR 2025 (show)CLOUD & AI NEWS OF THE MONTH - MAR 2025 (show)2026 CLOUD + AI PREDICTIONS (AND BIG ISSUES TO REVIEW)OpenAI Revenues and Focus AreasNVIDIA customer profitabilityCompanies moving to GOOG TPUsEnterprise success beyond CoPilot/GeminiEnterprise data+model trainabil

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 AND AI TECHNOLOGYAI has become a mainstream technology, political and social talking pointAI went through 7yrs of news cycles in 1 yrDeepSeek - Maybe NVIDIA chips aren’t needed?NVIDIA acquihired Grok and their technologyMaybe AWS’ lead in the cloud is now in questionGoogle got their act together with GenAI, after inventing the technology in 2017Microsoft and OpenAI sort of broke up, or at least they are seeing other peopleOpenAI forecasts 100x their current revenue in future computing needsThe US Gov’t either bailed out, or socialized IntelBitcoin - 94k, up to 125k, down to 84kFEEDBACK?Email: show at the cloudcast d

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 NEWS OF THE MONTH - NOV 2025 (show)CLOUD & AI NEWS OF THE MONTH - OCT 2025 (show)CLOUD & AI NEWS OF THE MONTH - SEPT 2025 (show)CLOUD & AI NEWS OF THE MONTH - AUG 2025 (show)CLOUD & AI NEWS OF THE MONTH - JUL 2025 (show)CLOUD & AI NEWS OF THE MONTH - JUN 2025 (show)CLOUD & AI NEWS OF THE MONTH - MAY 2025 (show)CLOUD & AI NEWS OF THE MONTH - APR 2025 (show)CLOUD & AI NEWS OF THE MONTH - MAR 2025 (show)CLOUD & AI NEWS OF THE MONTH - FEB 2025 (show)CLOUD & AI NEWS OF THE MONTH - JAN 2025 (show)2025 AI YEAR IN REVIEWThe Year of OpenAIThe Year of NVIDIAThe Year of MicrosoftThe Year

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"SHOW NOTESPlanning for AGI and Beyond (OpenAI) Machines of Loving Grace (Anthropic)Microsoft and Google has different visions/opinions on AGIAmazon reorganizes around new AGI team reporting to Andy JassyMistral CEO says that AGI is a marketing move AGI is defined by an independent committee in new Microsoft and OpenAI agreementWhy does being first to AGI matter?Bret Taylor on the current status of AGI (Acquired/AC2 podcast, 2025)WHAT DOES REACHING AGI PROVIDE FOR HUMANITY (or ANYTHING)?Y2K bug, 2038 Bug (techies are good at dates when things need to be patched)The % of people with Internet accessThe % of people

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 NEWS OF THE MONTH - NOV 2025 (show)CLOUD & AI NEWS OF THE MONTH - OCT 2025 (show)CLOUD & AI NEWS OF THE MONTH - SEPT 2025 (show)CLOUD & AI NEWS OF THE MONTH - AUG 2025 (show)CLOUD & AI NEWS OF THE MONTH - JUL 2025 (show)CLOUD & AI NEWS OF THE MONTH - JUN 2025 (show)CLOUD & AI NEWS OF THE MONTH - MAY 2025 (show)CLOUD & AI NEWS OF THE MONTH - APR 2025 (show)CLOUD & AI NEWS OF THE MONTH - MAR 2025 (show)CLOUD & AI NEWS OF THE MONTH - FEB 2025 (show)CLOUD & AI NEWS OF THE MONTH - JAN 2025 (show)2025 CLOUD YEAR IN REVIEWCloud of the year Cloud concept of the year (non-AI)Cloud memory o