The Reasoning Show

Massive Studios

The Reasoning Show - Reasoning through the AI Revolution The industry's leading AI podcast, explores how leaders think through AI, technology, and transformation. Each week founders, investors, and operators unpack the decisions behind the systems shaping modern business. Hosts: Aaron Delp and Brian Gracely

  1. 1 DAY AGO

    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: 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: Link to February 2026 News and Articles FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

    42 min

  2. 4 DAYS AGO

    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 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 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 SundayBoth 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 exclusivelyAI Technology, AI Economics, AI Trends, AI (Business) Use-Cases, AI Things to Watch, AI Productivity, AI RegulationWe’ll still do a “Cloudcast” once a month, as the Cloud underpins almost everything AIWe’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 podcastSubscribe to the social media channels (show notes)Leave a 5-star review on the podcast playersTell a friend to check out the show FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

    18 min

  3. 22 FEB

    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 modelsThe shift from centralized to decentralized computingToken budgets and project economics in AIHistorical transitions in computing infrastructureFuture trends in AI project managementSHOW NOTES When AI Tokens cost more than your employees Should you own (or generate) your own tokens? On running a startup of Claude Code agents: 1 Billion tokens a monthCan AI grow corn? 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?FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

    19 min

  4. 18 FEB

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

    29 min

  5. 15 FEB

    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 VisionRoom 3 - TSMC’s 2028-2030 PlanningFEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

    13 min

  6. 11 FEB

    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: Stratechery (Ben Thompson)WHAT DO WE WISH WE KNEW ABOUT AI IN 3 YEARS? EconomicsPoliticsTechnologyRegulationsPartnershipsBuying PatternsUsage PatternsDevicesJob Creation/Destruction FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

    31 min

  7. 8 FEB

    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: Chainguard introduces Factory 2.0On running a startup of Claude Code agentsAgentic Product Development and the Theory of ConstraintsSoftware Abundance 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? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

    16 min

  8. 4 FEB

    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: 999 SHOW TRANSCRIPT: The Cloudcast #999 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 The 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? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

    27 min
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Ratings & Reviews

4.3
out of 5
4 Ratings

About

The Reasoning Show - Reasoning through the AI Revolution The industry's leading AI podcast, explores how leaders think through AI, technology, and transformation. Each week founders, investors, and operators unpack the decisions behind the systems shaping modern business. Hosts: Aaron Delp and Brian Gracely

Information

  • Creator
    Massive Studios
  • Years Active
    2011 - 2026
  • Episodes
    1K
  • Rating
    Clean
  • Copyright
    © 2026 Massive Studios
  • Show Website
    The Reasoning Show

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