The Cloudcast

Massive Studios

<p>The Cloudcast (@cloudcastpod) is the industry's #1 Cloud Computing podcast, and the place where Cloud meets AI.  Co-hosts Aaron Delp (@aarondelp) &amp; Brian Gracely (@bgracely) speak with technology and business leaders that are shaping the future of business. Topics will include Cloud Computing | AI | AGI | ChatGPT | Open Source | AWS | Azure | GCP | Platform Engineering | DevOps | Big Data | ML | Security | Kubernetes | AppDev | SaaS | PaaS . </p>

  • 21 minutes 6 seconds
    Code Red

    SUMMARY: Brian talks about the rapidly expanding gap between people and companies that augment their work with AI and those who are making AI the center of their work world. 

    SHOW: 1010

    SHOW TRANSCRIPT: The Reasoning Show #1010 Transcript

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

    SPONSORS:

    • VENTION - Ready for expert developers who actually deliver?
      Visit ventionteams.com

    SHOW NOTES:

    WHY THE NEED FOR A CODE RED? 

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

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    15 March 2026, 5:00 am
  • 25 minutes 55 seconds
    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: 1009

    SHOW TRANSCRIPT: The Reasoning Show #1009 Transcript

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

    SPONSORS:

    • VENTION - Ready for expert developers who actually deliver?
      Visit ventionteams.com

    SHOW NOTES:


    Topic 1 - Welcome to the show. Tell us a little bit about your background in software engineering. 

    Topic 2 - You recently jumped into the deep end of the pool with OpenClaw. Tell us about the week of immersion with this new technology. 

    • What did you go into it thinking about?
    • What did you learn, what did you create?
    • What new sorts of things did you have to try?

    Topic 2a - For anyone that’s new to OpenClaw, can you give us the basics of what OpenClaw does?

    Topic 3 - You mentioned that this is a very different (or completely different) paradigm of how software is created. Can you walk us through the differences, your observations, how you had to really rethink things that you did before and after?

    Topic 4 - In your day job, you’re focused on software that’s used by large enterprises that have to be concerned with security and stability, as much as they do innovation. How do you see the existing OpenClaw fitting into that world? 

    • How do you expect that OpenClaw might need to change?
    • How do you expect that enterprises might need to change to adapt to this new capability that might be unleashed with their employees?

    Topic 5 - You (very) recently were accepted as a committer to the OpenClaw project. I know it’s only been a few days, but what is opening your eyes about how this community operates, especially in comparison to other open projects you’ve worked on? 

    • We could probably have an entire podcast on AI development in open communities.

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    11 March 2026, 5:00 am
  • 27 minutes 40 seconds
    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: 1008

    SHOW TRANSCRIPT: The Reasoning Show #1008 Transcript

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

    SPONSORS:

    • VENTION - Ready for expert developers who actually deliver?
      Visit ventionteams.com

    SHOW NOTES:

    Topic 1 - Welcome to the show. Tell us a bit about your background, and what you focus on now at Crusoe. 

    Topic 2 - There has obviously been a lot of coverage of AI data center buildouts all over the world for the last few years. Tell us about Crusoe, and your approach to providing “neocloud” services. 

    Topic 3 - What are the biggest challenges facing Crusoe today and in the immediate future - is it technology, energy, financing for expansions, etc.?

    Topic 4 - Crusoe started as a bitcoin-focused company and has evolved to more of a GenAI-focus. What types of architectural changes did you have to make for this new type of workload? And how do those impact the quality of the services your customers expect from Crusoe?

    Topic 5 - Is your focus more on environments to enable model training and customization, or more focus on inference for customer-facing applications? 

    Topic 6 - A lot has changed in AI in the last couple years. What has changed the most in the last couple years, and what are you expecting to change the most over the next couple years? 

    Topic 7 - Sovereign AI and Private AI have become much bigger topics over the last 12-18 months, and we’d expect that to grow. What unique things is Crusoe doing to adapt to these changing requirements from customers?


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    8 March 2026, 6:00 am
  • 26 minutes 24 seconds
    What is an AI Agent?

    OVERVIEW: Welcome to The Reasoning Show! We dig into one of the foundational building blocks of modern Generative AI, the AI Agent. So what is an AI Agent, and what do we need to think about for the next couple years? 

    SHOW: 1007

    SHOW TRANSCRIPT: The Reasoning Show #1007 Transcript

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

    SHOW SPONSOR:

    • VENTION - Ready for expert developers who actually deliver?
      Visit ventionteams.com

    SHOW NOTES:

    Topic 1 - We’re 3+ years into the Generative AI era. Why do you think AI Agents, or Agentic AI, is now getting so much attention? 

    Topic 2 - If someone asked you to explain what an AI Agent is, how would you do that? 

    Topic 3 - What are some of the core elements of AI Agents that you’re seeing impact how people think about and use agents?

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

    Topic 4 - AI Agents are going to spark the great “how much should I pay for this?” discussion. Have you given this any thought yet?  

    Topic 5 - How do you expect to use AI agents in your day-to-day work, and how do you expect this to impact Enterprise businesses?

    ESSENTIAL READING

    Essential Viewing

    Frameworks & Tools 

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

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    4 March 2026, 6:00 am
  • 42 minutes 3 seconds
    AI &amp; 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: 1006

    SHOW TRANSCRIPT: The Cloudcast #1006 Transcript

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

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

    SHOW NOTES:


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    28 February 2026, 6:00 am
  • 17 minutes 45 seconds
    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: 1005

    SHOW TRANSCRIPT: The Cloudcast #1005 Transcript

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

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

    SHOW NOTES:

    Topic 1 - What are we announcing? (“The Reasoning Show”, a.k.a. “Reasoning”)

    • New name, same RSS feeds (same podcast players)
    • New logo
    • Some existing/renamed and some new social media channels (will be listed)
    • Same co-hosts (and maybe some new friends)

    Topic 2 - Why are we changing The Cloudcast?

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

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

    • Yes, it’s been about 50/50 since 2024
    • We’ve been discussing this change for almost a year. 
    • We actually discussed having an OpenAI-specific podcast at one point, but so much as changed in the market (which is a good reason for a diverse podcast)

    Topic 4 - What can we expect from the new podcast?

    • Still on Wednesday and Sunday
    • Both audio and video formats (Apple, Spotify, YouTube, TikTok/Insta (clips))
    • Trying to make it easier for someone new to follow along - more concentration around core topics, but not exclusively
    • AI Technology, AI Economics, AI Trends, AI (Business) Use-Cases, AI Things to Watch, AI Productivity, AI Regulation
    • We’ll still do a “Cloudcast” once a month, as the Cloud underpins almost everything AI
    • We’ll likely do a “Reasoning Basics” spin-off, like Cloudcast Basics. 
    • We’ll get a newsletter pulled together (hopefully weekly). 

    Topic 5 - Anything else?

    • Listeners don’t have to do anything to keep getting their week podcast
    • Subscribe to the social media channels (show notes)
    • Leave a 5-star review on the podcast players
    • Tell a friend to check out the show


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    25 February 2026, 6:00 am
  • 18 minutes 58 seconds
    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: 1004

    SHOW TRANSCRIPT: The Cloudcast #1004 Transcript

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

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

    CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

    CHAPTERS

    00:00 - Celebrating Milestones and AI Insights

    02:48 - The Cost of AI Agents and Realizations

    06:05 - Centralization vs. Decentralization in AI

    08:51 - The Evolution of AI Economics

    12:03 - Future Trends in AI and Project Management

    14:52 - Connecting AI to Real-World Economics

    KEY TOPICS:

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

    SHOW NOTES

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

    • How much should an AI project cost?
    • How do we translate an AI token into some unit that a business can understand?
    • How companies be their own AI token factories?

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    22 February 2026, 6:00 am
  • 28 minutes 59 seconds
    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: 1003

    SHOW TRANSCRIPT: The Cloudcast #1003 Transcript

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

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

    SHOW NOTES:

    TAKEAWAYS

    • The frequency of AI model releases can lead to numbness among users.
    • Evaluating AI models requires understanding their specific use cases and benchmarks.
    • Enterprises must consider the compatibility and integration of new models with existing systems.
    • Benchmarks are becoming more accessible but still require careful interpretation.
    • The rapid pace of AI development creates challenges for enterprise adoption and integration.
    • Companies need to be proactive in managing the versioning of AI models.
    • The industry may need to establish clearer standards for evaluating AI performance.
    • Efficiency and cost-effectiveness are becoming critical metrics for AI adoption.
    • The timing of model releases can impact their market reception and user adoption.
    • Businesses must adapt to the fast-paced changes in AI technology to remain competitive.

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    18 February 2026, 6:00 am
  • 12 minutes 57 seconds
    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: 1002

    SHOW TRANSCRIPT: The Cloudcast #1002 Transcript

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

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

    A FLY ON THE WALL IN 3 ROOMS IN 2026

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

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    15 February 2026, 6:00 am
  • 30 minutes 30 seconds
    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

    SHOW TRANSCRIPT: The Cloudcast #1001 Transcript

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

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

    SHOW NOTES:

    WHAT DO WE WISH WE KNEW ABOUT AI IN 3 YEARS?

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


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    11 February 2026, 6:00 am
  • 16 minutes 25 seconds
    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: 1000

    SHOW TRANSCRIPT: The Cloudcast #1000 Transcript

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

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

    SHOW NOTES:


    HOW SHOULD SOMEONE THINK ABOUT THE ECONOMICS OF SW DEV IN 2026?

    • If someone walked into your office today and asked you to build a framework for how to value software development, how would you think about it? 

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    8 February 2026, 6:00 am
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