The Cloudcast

Massive Studios
The Cloudcast

The Cloudcast (@cloudcastpod) is the industry's #1 Cloud Computing podcast, and the place where Cloud meets AI.  Co-hosts Aaron Delp (@aarondelp) & 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 . 

  1. 1 DAY AGO

    Is Cursor having their Docker moment?

    Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard) discuss the big changes happening around AI developer-assistants, across Cursor, Windsurf, OpenAI and Google.  SHOW: 941 SHOW TRANSCRIPT: The Cloudcast #941 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET  CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"  SPONSORS: [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their websiteSHOW NOTES: Cursor Series-C Funding ($9.9B valuation)New Cursor Pricing TiersUpdated Cursor Pricing (June 2025)Cursor apologizes for unclear pricing changes (TechCrunch) Promiscuity of Modern Developers (Redmonk)Aaron Levie speculates that coding-assistants are involved with 50% of AI usage todayAnysphere, the startup behind coding app Cursor, hired two former Anthropic leadersMeasuring the actual impact of AI coding (Changelog)Windsurf’s CEO goes to Google; OpenAI’s acquisition falls apart (TechCrunch)Windsurf 2-3x’d headcount, and then the founding team walked. Pretty wild (X.com) Topic 1 - What happened (basics of the pricing change)? Topic 2 - How was this communicated?  Topic 3 - Where was the confusion? Topic 4 - Wasn’t this inevitable because of huge costs and funding rounds?  Topic 5 - How do we square the “developers don’t pay for anything” and “AI-native vs. AI-augmented” when developers are still in the loop? Topic 6 - Does this inevitability mean AI coding-assistants can’t be a standalone business, but need to be in a bundle?  Topic 7 - WTF Windsurf? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok:

    37 min

  2. 4 DAYS AGO

    The Importance of Early AI Adoption

    In the Enterprise, there is a spectrum forming of aggressive adopters and passive resistors to AI usage. While there are no best practices yet, C-suites are pushing. So what are you waiting for? SHOW: 940 SHOW TRANSCRIPT: The Cloudcast #940 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET  CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" SHOW SPONSORS: [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES: AI Eats the World (Benedict Evans)East Meets West 2025 (keynote presentation) The State of Consumer AI (2025 - Menlo Ventures) WHEN SHOULD YOU START ENGAGING WITH AI? Nobody wants to be told what to do; and everyone wants guidance on what to do[Experience from watching adoptions in the Enterprise]No job has ever been safe in the long runAI is like every new technology, it has a steep and long learning curve. But the beginning seems pretty easy. Nobody knows AI best practices at this pointNobody knows good AI KPIs at this pointNobody understands AI costs at this pointThe “older” generation can build on their existing domain experienceThe “younger” generation has always figured out new ways to work, be creativeEven CEOs aren’t the ultimate boss - the market, boards, peer pressure, etc. - they will push trends, sometimes without all the dataFEEDBACK?

    31 min

  3. 9 JULY

    Data Pipelines with Apache Airflow

    Julian LaNeve (@JulianLaneve, CTO @astronomerio) discusses data pipelines, Apache Airflow, Astronomer’s managed offering, and the benefits of data pipelines for both developers and operations. SHOW: 939 SHOW TRANSCRIPT: The Cloudcast #939 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET  NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"  SPONSORS: [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their websiteSHOW NOTES: Astonomer.io websiteApache Airflow Topic 1 - Welcome to the show, Julian. Give everyone a quick introduction. Topic 2 - Our topic today is Data Pipelines with Apache Airflow.  For those unfamiliar, provide an introduction to Apache Airflow and how Airflow manages data pipelines. Topic 3 - What are the advantages of Apache Airflow vs. others in the space? What are the downsides? How does Airflow fit in with other Apache projects? Topic 4 - I would imagine this is where Astronomer potentially comes into play. What makes Astonomer different from Airflow? What problems are you trying to solve for both developers and operations folks? Topic 5 - What does a typical implementation look like? What growing pains do developers typically face when they need to introduce pipelining tools and begin standardization? Is it a scale issue? A complexity of tools issue? Integrations with infrastructure? Topic 6 - One aspect I typically see with automation is security, especially at scale. What recommendations do you have for developers regarding security, particularly in the context of multi-tenancy, for data pipelines? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

    26 min

  4. 6 JULY

    A Mid-Year Cloud Check-In

    As we get to the mid-point of 2025, let’s take a look at where the cloud is - what’s doing well, what’s going through some changes, and what might be in store for the rest of 2025.  SHOW: 938 SHOW TRANSCRIPT: The Cloudcast #938 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET  CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" SHOW SPONSORS: [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself. SHOW NOTES: Digital Sovereignty concerns, investments and new laws outside the US Growth of regional clouds? Uncertainty in Azure, AWS - employee layoffs, review cycles, focus on non-AI projects/featuresEast Meets West 2025 (keynote presentation) - See slide 27 (GPU share vs Cloud revenue share)Revenues: AWS ($116B run rate); Azure ($107.2B), GCP ($49B), Oracle Cloud ($12B IaaS, $16.8B SaaS), CoreWeave ($1B, since 2022) – OpenAI ($12-13B in 2025)NVIDIA ($130B)Massive Data Center build outs - Stargate ($500B), Meta ($60-65B), Grok/X ($10B)AWS ($100B), Azure ($80B), Saudi Arabia (up to $100B)FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

    26 min

  5. 1 JULY

    AI & Cloud Trends for June 2025

    Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from June 2025. SHOW: 937 SHOW TRANSCRIPT: The Cloudcast #937 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET  NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS" SPONSORS: [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their websiteSHOW NOTES: Link to June 2025 News and ArticlesFEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

    43 min

  6. 29 JUNE

    AI-Native Applications vs. AI Add-On Applications

    As AI evolves into the Enterprise, will we see greater uptake of AI-native applications or AI add-on applications? Briandon Whichard (@bwhichard) and Cote (@cote) from Software Defined Talk explore the pros and cons.  SHOW: 936 SHOW VIDEO: Watch the YouTube Live Recording of SDT Episode 525 CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" SHOW SPONSORS: [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES: This week, we try a shorter format inspired by the Dithering podcast. The conversation digs into the difference between apps built with AI from the ground up and those with AI bolted on after the fact. Watch the YouTube Live Recording of SDT Episode 525 RUNDOWN Format inspired by DitheringAn Interview with Cursor Co-Founder and CEO Michael Truell FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

    19 min

  7. 25 JUNE

    Trustworthy AI Agents

    Tanmai Gopal (@tanmaigo, CEO/Founder @HasuraQL) discusses the importance of reliability and trustworthiness for both generative and agentic AI. We discuss the pitfalls in existing data pipelines and how to enhance the results. SHOW: 935 SHOW TRANSCRIPT: The Cloudcast #935 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET  CLOUD NEWS OF THE WEEK:  http://bit.ly/cloudcast-cnotw NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS"  SPONSORS: [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES: Hasura websiteHasura GitHubTopic 1 - Welcome to the show, Tanmai. Give everyone a quick introduction. Topic 2 - Our topic today is Reliable and Trustworthy AI Agents. First off, what’s the problem we’re solving for here (define reliability and trustworthiness)? Are we solving for hallucinations? Reliability? Connecting private and Enterprise data to models with fine-tuning or RAG? Topic 3 - How is reliability or trustworthiness measured? I would imagine this isn’t black and white, but maybe a bit more subjective? Topic 4 - How do Agentic and GenAI differ, if at all, with this model? I would think that since Gen AI lends itself more to the creative side and Agent AI is very deterministic, the approaches to solving the problem might be different. Thoughts? Topic 5 - Let’s talk about data pipelines. Today, many organizations take an off-the-shelf frontier or foundational model and then apply a RAG pipeline to it for customization. Sometimes fine-tuning is involved, but in my experience, this is the exception rather than the rule. What is wrong with that architecture today? How is this less reliable? Topic 6 - Let’s talk about Hasura and PromptQL. As I understand it, you are decoupling query planning from execution, thereby creating a more deterministic AI workflow. Now… that’s a mouthful. Can you break down what this means and explain how the architecture differs? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

    39 min

  8. 22 JUNE

    The Rapid Change of Cloud Dynamics

    Are the dynamics of the hyperscale cloud providers changing? Will the leaders of the last decade continue for the next 3-5 years, or the next decade? Let’s explore how the market is now rapidly changing. SHOW: 934 SHOW TRANSCRIPT: The Cloudcast #934 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET  CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" SHOW SPONSORS: [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES: Andy Jassy (Amazon CEO) - Thoughts on Generative AI AWS quarterly revenue growth OpenAI struggling to meet deadline for $20B investment (including Microsoft)Inside Microsoft’s complex relationship with OpenAIGoogle Cloud quarterly revenuesBG2 PodcastEast Meets West 2025 (keynote presentation) TECHNOLOGY WAVES CHANGE MARKET DYNAMICS; INCUMBENTS DON’T ALWAYS LEAD Revenues: AWS ($62B, 2021), Azure ($60B, 2021), GCP ($19B, 2021) Revenues (run rate): AWS ($130B, 2025), Azure ($108B, 2025), GCP ($50B, 2025) AWS is on 3rd CEO since pandemic; market questioning their AI strategyAzure + OpenAI alignment strategy went from strategic to questionedGoogle start-stop AI strategy, but coming together; but company breakup loomingApple AI strategy seems completely unknown (Siri,Apple Intelligence, devices, models?)Oracle seems to be rebounding around Oracle Cloud InfrastructureNew hypercloud AI providers emerging? The Amazon/AWS 20%FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

    27 min
See All (978)

4.9
out of 5
15 Ratings

About

The Cloudcast (@cloudcastpod) is the industry's #1 Cloud Computing podcast, and the place where Cloud meets AI.  Co-hosts Aaron Delp (@aarondelp) & 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 . 

Information

  • Creator
    Massive Studios
  • Years Active
    2011 - 2025
  • Episodes
    978
  • Rating
    Clean
  • Copyright
    © 2025 Massive Studios
  • Show Website
    The Cloudcast

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