The MonkCast

RedMonk

Join the developer-focused industry analysts at RedMonk as they discuss news and trends in the software space with leaders and practicioners in cloud, AI, IaC, security, DevOps, developer relations, observability, data, and more. Can't get enough of the Monks? Visit the RedMonk YouTube channel or check out our research at RedMonk.com. You can also follow RedMonk on Bluesky, Twitter (X), and LinkedIn. Meet RedMonk's AnalystsJames Governor, Principal Analyst & Co-founder @monkchips, LinkedIn, Blog Stephen O'Grady, Principal Analyst & Co-founder @sogrady, LinkedIn, Blog Rachel Stephens, Research Director @rstephensme, LinkedIn, Blog Kate Holterhoff, Senior Industry Analyst @KateHolterhoff, LinkedIn, Blog

  1. 3D AGO

    Sovereignty Meets Simplicity for VMware by Broadcom at KubeCon EU 2026 w Timmy Carr & Himanshu Singh

    At KubeCon EU 2026 in Amsterdam, James Governor sits down with VMware by Broadcom's Timmy Carr and Himanshu Singh to unpack how VMware is tackling two of the biggest challenges facing European enterprises today: complexity and sovereignty. The conversation explores how VCF and VKS are designed to simplify Kubernetes adoption for IT and platform teams, offering a fully declarative API that unifies the management of VMs, containers, and AI workloads under one consistent operational model. The discussion then turns to digital sovereignty, where Timmy and Himanshu explain how VCF's flexible deployment options—from on-prem data centers to sovereign cloud providers—help organizations keep data and workloads within regulatory boundaries. They also dig into VMware's ecosystem strategy, emphasizing CNCF-certified compatibility and recent validations with partners aimed at ensuring VKS can serve as a drop-in replacement for any Kubernetes runtime. This RedMonk conversation is sponsored by VMware by Broadcom. Show notes: https://redmonk.com/videos/sovereignty-meets-simplicity-for-vmware-by-broadcom-at-kubecon-eu-2026 Chapters: 00:00 Introductions from KubeCon EU Amsterdam 00:47 Cloud-Native Complexity Needs Simplification 01:44 VCF and VKS Simplify Kubernetes 04:04 Declarative APIs for Platform Teams 05:21 Digital Sovereignty in Europe Today 05:55 Deploying VCF for Sovereign Clouds 07:47 Private AI, Security, and Compliance 09:36 Building the Partner Ecosystem 10:05 Bring Your Own CNI 12:09 Validations with F5, Tigera, Kong 14:16 Drop-In Kubernetes Runtime Replacement 14:45 Wrap-Up and Final Thoughts

    16 min
  2. 4D AGO

    Chopping Wood, Carrying Water: VMware by Broadcom's Open Source Story at KubeCon EU 2026

    James Governor of RedMonk sits down with VMware by Broadcom's Dilpreet Bindra and Zach Shepherd at KubeCon Europe 2026 in Amsterdam to unpack what they call "the best kept secret in the industry": VMware by Broadcom's deep, sustained contributions to the CNCF and Kubernetes ecosystem. The conversation covers VMware's shift to exposing Cluster API directly as a product commitment, the etcd diagnostic tooling they've open-sourced for the whole community, and the journey of Velero from an internal project to a CNCF sandbox project with maintainers from Red Hat, Microsoft, and beyond. The trio also digs into the significance of CNCF's new AI platform conformance program, VKS's certification as a Kubernetes AI platform, and why workload portability matters more than ever as the AI tooling landscape explodes. Dilpreet and Zach close with what's got them buzzing at the biggest KubeCon Europe yet — from llm-d's CNCF sandbox acceptance to the quality of customer conversations happening on the show floor. This RedMonk conversation is sponsored by VMware by Broadcom. Show notes: https://redmonk.com/videos/vmware-by-broadcoms-open-source-story-at-kubecon-eu-2026/ Chapters: 00:00 Introductions: Meet Dilpreet Bindra and Zach Shepherd from VMware by Broadcom 01:07 The Best Kept Secret: VMware's History as a Top CNCF Contributor 01:50 Betting on Cluster API: Moving from Proprietary to Open Source 02:24 Chopping Wood, Carrying Water: Earning Community Trust 03:04 The Chop Wood Carry Water Award and VMware's Track Record 03:45 The etcd Story: Open-Sourcing Support Tools for the Whole Ecosystem 04:52 Leading Projects vs. Sharing Ownership 05:46 Velero's Evolution: From VMware Project to CNCF Sandbox 06:24 What Is Velero? Kubernetes-Native Backup and Restore 07:13 Diverse Maintainership: Red Hat, Microsoft, and Beyond 07:57 Why Contributing Velero to the CNCF Is a Strategic Investment, Not a Giveaway 08:34 AI, Kubernetes, and the Infrastructure Boom 09:06 VKS as a Certified Kubernetes AI Platform and Why Portability Matters 10:17 CNCF AI Compliance and the Promise of Workload Portability 10:46 KubeCon EU 2026: The Biggest One Yet 11:11 What's Most Exciting: llm-d Joins the CNCF Sandbox 11:34 Booth Energy and the Depth of Customer Conversations 12:07 Wrap-Up

    13 min
  3. 6D AGO

    "Data Is What I Can Control": Why Your AI Strategy Starts at the Data Layer with Boris Bialek

    In this RedMonk Conversation, Rachel Stephens sits down with Boris Bialek, VP of Industries and Global Field CTO at MongoDB, to explore why data remains the unshakable foundation beneath the fast-moving world of AI. Boris paints a vivid picture of an industry where every sector—from banking to automotive to insurance—is racing to adopt AI simultaneously, often betting on the "whole racetrack" at once. The conversation traces the rapid evolution from chatbots to RAG architectures to MCP servers and agentic systems, all within roughly 18 months, and asks: what should enterprises actually anchor to when the layers above keep shifting? Boris makes the case that while LLMs, frameworks, and protocols will come and go, your data is the one asset you truly own and control. Along the way, they dig into real-world use cases like predictive maintenance on factory floors and intelligent airline customer service, the role of real-time vectorization and embedded models (including MongoDB's acquisition of Voyage AI), and the critical importance of encryption and governance when machines start talking to machines. The takeaway: building a strong, unified data platform isn't just a database decision — it's the strategic foundation for enterprise AI transformation. This RedMonk conversation is sponsored by MongoDB Show notes: https://redmonk.com/videos/ai-data-boris-bialek/ Chapters: 00:00 Introduction to the Conversation 01:23 Navigating the Rapidly Evolving Tech Landscape 04:38 The Importance of Data Ownership 11:22 Unified Data Platforms and AI Integration 17:34 The Evolution of AI and Agentic Systems 23:15 Compliance, Governance, and Data Security 25:27 Conclusion: The Central Role of Data

    29 min
  4. MAR 26

    Mike Basios on Why AI-Era Engineering Needs a Measurement-First Approach

    In this conversation, RedMonk's Kate Holterhoff talks to Mike Basios, CTO and Co-founder of TurinTech AI, about the new set of problems AI is introducing for engineering organisations, and what happens when you treat your entire stack—application code, data pipelines, inference systems, agent workflows, GPU and CPU kernels—as measurable artifacts that can be systematically validated and continuously improved. Mike explains how AI is fundamentally changing both how engineering gets done and what engineering is being asked to deliver. The conversation explores a central tension: while AI tools have made individual developers dramatically more productive, that velocity is creating a growing backlog of unreviewed, unoptimized code, and an infrastructure that was never designed to support the dozens of concurrent agents a single developer might now depend on. Mike argues that the engineering role is shifting from problem-solving to outcome-verification, and that teams who don't define what "good" looks like before they build will struggle to compete as the quality of the solution, not the speed of its creation, becomes the key differentiator. TurinTech's answer to this challenge is a measurement-first platform that applies evolutionary, self-improving techniques to continuously benchmark and optimize code across any domain where performance can be quantified. This RedMonk conversation is sponsored by TurinTech AI. Show notes: https://redmonk.com/videos/mike-basios-on-why-ai-era-engineering-needs-a-measurement-first-approach Chapters: 00:00 The Impact of AI on Software Engineering 03:41 Shifting Roles: Engineers as AI Managers 07:35 Infrastructure Challenges in AI Development 11:10 Reliability and Performance of AI Systems 19:09 Measuring Success in AI Optimization 26:27 The Future of AI in Software Development

    41 min

About

Join the developer-focused industry analysts at RedMonk as they discuss news and trends in the software space with leaders and practicioners in cloud, AI, IaC, security, DevOps, developer relations, observability, data, and more. Can't get enough of the Monks? Visit the RedMonk YouTube channel or check out our research at RedMonk.com. You can also follow RedMonk on Bluesky, Twitter (X), and LinkedIn. Meet RedMonk's AnalystsJames Governor, Principal Analyst & Co-founder @monkchips, LinkedIn, Blog Stephen O'Grady, Principal Analyst & Co-founder @sogrady, LinkedIn, Blog Rachel Stephens, Research Director @rstephensme, LinkedIn, Blog Kate Holterhoff, Senior Industry Analyst @KateHolterhoff, LinkedIn, Blog

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