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. 1 DAY AGO

    Shadow AI

    SHOW: 977 Rohan Sathe (@rssathe, CEO @NightfallAI) discusses the rise of Shadow AI, where employees unknowingly leak sensitive corporate data through generative AI tools like ChatGPT.  SHOW TRANSCRIPT: The Cloudcast #977 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET  NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"  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”.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcastSHOW NOTES: Sunday Perspective touches on Shadow AINightfall websiteTopic 1 - Welcome to the show, Rohan. Give everyone a brief introduction, including your time at Uber Eats. Topic 2 - How do you define Shadow AI? We hear Shadow AI compared to Shadow IT back at the start of cloud. However, this looks different because everyone's learning curve is much smaller. For Shadow IT to happen, you had to know IT (servers, storage, etc.). Is this the correct way to think about the problem? Topic 3 - How big is the Shadow AI problem today? Topic 4 - Normally, data leaks would be discovered by traditional DLP (data loss prevention) tools. In my experience, those tools have been cumbersome and clunky, and you often face the classic trade-off between user productivity and security, as well as the need to lock down access. How has this mindset evolved in the era of AI?  Topic 5 - What happens when AI-powered attacks meet AI-powered defense? Topic 6 - Let's talk about the technical architecture. How does Nightfall actually work across SaaS apps, endpoints, browsers, and AI tools? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

    26 min
  2. 4 DAYS AGO

    Rational and Irrational AI numbers

    Is the current level of AI funding and investment rational or irrational? Is it possible that it’s both at the same time? Let’s look at some numbers and the thought process behind them. SHOW: 976 SHOW TRANSCRIPT: The Cloudcast #976 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: [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[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: A whole bunch of AI-related statsSam Altman on BG2 podcast DO WE HAVE ANY IDEA HOW TO MEASURE THE IMPACT OF AI? How much is one model better than another (e.g. Gemini vs. CoPilot)?How much improvement should a software developer get?How much improvement should a knowledge worker get?How much cost savings should a chatbot provide?How long should it take to make a model understand a company’s data?How many workers can a company displace with AI?OpenAI in 2030 - 26 gigawatts could power between 3.7 million to 17.3 million modern GPU serversOpenAI in 2035 - 50 gigawatts could power between 37 million to 173 million modern GPU serversFEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

    31 min
  3. 12 NOV

    2025 State of APIs

    James Higginbotham (@launchany) discusses the evolution of API usage across developers, modern applications and APIs.  SHOW: 975 SHOW TRANSCRIPT: The Cloudcast #975 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET  NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"  SPONSORS: [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”.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcastSHOW NOTES: LaunchAny websiteapicoach.io (note)Lessons learned after a decade of API StrategyLatest book: “Principles of Web API Design: Delivering Value with APIs and Microservices (Addison-Wesley under the Vaughn Vernon signature series)Upcoming report on AI-Assisted API DesignJames on The Cloudcast #153James on The Cloudcast #435Topic 1 - Welcome back to the show James. It’s hard to believe it’s been 11 years since we last spoke on the show! Give everyone a brief introduction. Topic 2 - To say we’ve come a long way with APIs as an industry is an understatement. But let’s set the table for everyone. In your interactions with Enterprise customers, what trends or standards are currently top of mind?  Topic 3 - You wrote an article (link in show notes) titled Lessons after a Decade of API Strategy. What struck me from the article was the combination of technology, business, and even culture, all of which have to come together. When talking to Enterprises these days, have we moved past understanding what APIs are and straight to solving problems with APIs? Topic 4 - What are the most common use cases you see today? API transformation? API sprawl and consolidation/documentation? Integration of SaaS/3rd party services? Topic 5 - No conversation would be complete without a discussion about AI and AI’s impact on API’s. I view this in several different ways. AI is creating APIs, and AI is being consumed through APIs. How do you think about AI and its impact? What’s changed and what has stayed the same? Topic 6 - Second aspect to the AI topic, where and how does security fit into this intersection of AI and APIs? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

    36 min
  4. 9 NOV

    All the new AI stuff all at once

    In the history of technology era changes, things tend to change slowly at first, and then quickly all at once. We’ve now reached the beginning of the all-at-once era of AI change.  SHOW: 974 SHOW TRANSCRIPT: The Cloudcast #974 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: [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[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: The Benefit of Bubbles (Stratechery)Cube Research - Energy needs of AIAre we building AI for Progress or Power? (Prof G Markets)Amazon earnings call (Oct 2025) transcriptMicrosoft Azure earnings call (Oct 2025) transcript WHAT WAS THE LEADING AI TREND FOR EACH YEAR? 2022 - What is ChatGPT2023 - What can GenAI do? (Jobs, Skills, etc.)2024 - Alternatives to OpenAI and NVIDIA, Where is Google?, Where is AWS?2025 - Open source in AI, AI Regulations, AI Partnerships, Deep Seek, AI Agents, AI Funding, AI Power Challenges, AI Gov’t Involvement2026 - ???FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

    18 min
  5. 2 NOV

    Is Amazon the new Cisco?

    Patterns in technology tend to eventually repeat themselves (or at least rhyme), and Amazon is beginning to repeat some of the patterns of Cisco from the early 2000s  SHOW: 972 SHOW TRANSCRIPT: The Cloudcast #972 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: [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[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: Staying nimble and continuing to strengthen our organization (Amazon, Oct 2025)Strengthening our culture and teams (Amazon, Sept 2024)Amazon Leadership Principles WHERE ARE THE BIGGEST AI RISKS? Significant changes from one industry era to the next (Internet to SaaS, Cloud to AI)Once dominant position in a market now appears less dominant (Worth more than next 20 competitors; 7yr head start)Guiding cultural principles well-known within the company - start adding more and more to themEmployee motivation driving by stock price as much as work activitiesCulture evolves and erodes over time as the business changes and evolves - it’s nearly impossible to reset the company cultureCompanies can rebound from being lost in the woods, but it’s very, very difficultDeath by 1000 cuts in a virtuous cycle - employees are constantly more worried about job status than project status - the perception of who gets to make mistakes and who is responsible for mistakesFEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

    32 min
  6. 29 OCT

    AI Data Analytics

    Soham Mazumdar, CEO @WisdomAI_inc, discusses how organizations can break free from the "drowning in data but starving for insights" paradox that plagues modern enterprises.  SHOW: 971 SHOW TRANSCRIPT: The Cloudcast #963 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET  NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"  SPONSORS: [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”.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcastSHOW NOTES: WisdomAI websiteTopic 1 - Welcome to the show, Soham. We overlapped briefly at Rubrik. Give everyone a quick introduction and tell everyone a bit about your time at Google prior to Rubrik Topic 2 - You helped scale Rubrik from inception to a $5.6 billion IPO in 2024. What was the "aha moment" that made you leave that success to tackle the enterprise data analytics problem with WisdomAI? Topic 3 - Let's define the core problem. Organizations invest heavily in modern data platforms - Snowflake, Databricks, etc. - but there is the term "drowning in data but starving for insights." What's broken in the traditional BI stack that prevents business users from getting answers? Topic 4 - How do agentic AI and BI fit together? WisdomAI introduces the concept of "Knowledge Fabric" and agentic data insights. Break this down for us - how does this fundamentally differ from traditional dashboards and BI tools? Topic 5 - One of the biggest challenges with GenAI in enterprise settings is hallucination. You've emphasized that WisdomAI separates GenAI from answer generation. How does your approach tackle this critical trust issue? Topic 6 - Let's talk about data integration complexity. Your platform works with both structured and unstructured data - Snowflake, BigQuery, Redshift, but also Excel, PDFs, PowerPoints. How do you handle this "dirty" data reality that most enterprises face? Topic 6a - With so much data, how do most organizations get started? What’s a typical use case for adoption? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

    20 min

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 . 

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