The Cloudcast

Massive Studios

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. 3일 전

    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: 991 SHOW TRANSCRIPT: The Cloudcast #991 Transcript SHOW 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 - What are the typical business cases and implementations you are seeing today? What are organizations trying to solve for the most? Topic 6 - How has AI and the rise of embeddings and vector databases impacted the OSS space? What are your thoughts here? Is this complementary/competitive/both? Topic 7 - What do you wish people knew more about Percona? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

    26분
  2. 2025. 12. 31.

    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: 989 SHOW TRANSCRIPT: The Cloudcast #989 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 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 trainabilityEnterprise price hikesBroadcom, AMD, Groq - alternative HW optionsData Center buildoutsDoes AI spending shiftWhat is Agentic AI?Long term spending + short term refocusesPREDICTIONS: At least one big AI IPO in 2026, and it won’t go well. (Aaron says Anthropic)People will question whether Sam Altman is the right person to lead OpenAIAI will be a central issue in the 2026 US elections, either about job losses or electricity pricesOne major LPU/TPU/dedicated inference chip will break through in 2026Azure will be the Number One Cloud… (Aaron has to keep it going)We will start to see a shift in the Enterprise from big models in the sky (1+trillion parameters) to dedicated, purpose-built models of 500M or less in size for efficiency and securityGemini will dominate the consumer/prosumer space, OpenAI will go through the trough of disillusionmentThe industry will shift to a base/instruct and a reasoning split of modelsAWS and Azure will double down on being a solutions provider instead of a primitive supplier for AI and infrastructureFEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

    1시간 2분
  3. 2025. 12. 21.

    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: 986 SHOW TRANSCRIPT: The Cloudcast #986 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 NOTES Planning 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 with a smartphoneThe % of people with a certain level of education (basic or advanced)How much smarter is humanity than 10yrs ago? 20yrs ago? How much smarter could existing humanity be at any given time? Nobody has a consistent or measurable definition of AGIWhat are the Top 10 problems of humanity that need to be solved? (direct or indirect)Does reaching AGI enable certain government or corporate actions to start happening that couldn’t happen now? FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

    14분
  4. 2025. 12. 14.

    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: 984 SHOW TRANSCRIPT: The Cloudcast #984 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: [Mailtrap] Try Mailtrap for free[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES OpenAI looks to train their models to replace junior bankersWHAT WOULD BE THE STAGES OF AN EXPERT AGENT? Train it on a set of standard knowledge (e.g. Masters of Accounting, Auditing, International Tax)Train it on a set of well-defined case studies, to provide industry contextTrain it on a set of adjacent case studies and other domains (business, law, specific industries)How to train corner cases?How to train gray areas like ethics, morality, or cost-benefit analysis? Who is motivated to train these experts? What would the cost of these experts be? Can it be similar to a human, or need to be a fraction, or a premium? Is there a way to build memory (e.g. experience) without disclosing client information? Is there a way to build shareable knowledge between agents for reinforcement training/learning? FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

    25분

소개

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 . 

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