Cloud Computing Insider

David Linthicum
  • 5,0 (4)
  • TECNOLOGIA
  • SEMANAL

Hosted by cloud computing pioneer David Linthicum, the Cloud Computing Insider podcast gets to the bottom of what cloud computing, and generative AI can bring to your enterprise. New content will focus on what's important to you as a user of cloud computing and generative AI, and the ability to find value the first time.

  1. HÁ 6 H

    RSAC 2026: The "Securing AI" Pivot Is Here (Agentic AI, MCP, Shadow AI)

    RSAC 2026 is shaping up to be the year cybersecurity stops talking about "using AI" and starts obsessing over securing it. In this video, we break down the top conference trends emerging from early session themes and Innovation Sandbox signals: the Securing AI pivot (agent governance, inference-time protection, prompt injection, supply-chain integrity, and data leakage), Identity as the new perimeter (machine identities/NHIs eclipsing human users, phishing-resistant authentication, PKI at IoT scale), and the rise of Shadow AI as a board-level risk (discovering, inventorying, and controlling unauthorized AI apps and agents).   We'll also unpack why "vibe coding" accelerates delivery while amplifying software supply chain exposure—and what actionable security inside CI/CD actually looks like in 2026, from SBOM programs and license compliance to automated dependency updates and build integrity. Finally, we connect the dots to operational resilience: when breach times can be measured in seconds, microsegmentation, lateral-movement controls, and real-time quarantine matter as much as prevention.   If you're planning your RSAC agenda—or your 2026 roadmap—this is your fast, practical briefing, plus a shortlist of Innovation Sandbox finalists to watch. Subscribe for weekly security strategy takeaways, and drop a comment with the tool or trend you want us to analyze next in depth.   Jo's LinkedIn:  https://www.linkedin.com/in/jopeterson1/ Jo's email: Jo@clarify360.com     Dave's LinkedIn:  https://www.linkedin.com/in/davidlinthicum/ Dave's email: david@linthicumresearch.com   Top 10 Innovation Sandbox Finalists (RSAC 2026) to Watch: @Charm Security: Agentic AI Workforce to prevent scams. @Clearly AI: AI-powered code reviews. @Crash Override: CI/CD build security. @Fig Security: SecOps resilience. @Geordie AI: Security and governance for AI agents. @Glide Identity: Next-gen authentication. @Humanix: Stopping social engineering via behavioral AI. @Realm Labs: Monitoring AI agent behavior. @Token Security: Managing non-human identity (NHI).

    37min

  2. HÁ 1 DIA

    Why Google Cloud Platform is Behind, and What They Can Do About It.

    Google Cloud Platform (GCP) lags in third place among the top cloud providers, despite impressive financial growth, due to systemic challenges and fierce competition from Amazon Web Services (AWS) and Microsoft Azure. As of Q3 2023, GCP generated USD 8.4 billion in revenue, significantly trailing AWS's USD 23.1 billion and Azure's estimated USD 24 billion, reflecting its smaller market share of about 11% compared to AWS's 31% and Azure's 25%. GCP entered the market later, missing the early adoption wave that entrenched its rivals, and struggles with enterprise trust due to a less comprehensive hybrid cloud strategy and a smaller ecosystem of third-party integrations. While Google excels in AI, machine learning, and data analytics—key differentiators—it lacks the breadth of industry-specific solutions and developer tools that AWS and Azure offer. Additionally, AWS benefits from Amazon's e-commerce-driven infrastructure, and Azure leverages Microsoft's enterprise software legacy, creating loyalty GCP can't easily replicate. Without significant strides in addressing enterprise needs, expanding partnerships, and accelerating innovation in hybrid environments, GCP is poised to remain in third place, unable to close the gap with its more established competitors in the near future.

    9min

  3. HÁ 4 DIAS

    The Jig Is Up for Big Consulting: A 2026 Buyer's Guide for Cloud & AI Strategy

    For years, big consulting firms have been selling "cloud and AI strategy" as if it were a product you can just buy off the shelf. In 2026, the jig is up. This video is your no‑nonsense buyer's guide to how large consulting firms should be engaged for cloud and AI work—what to let them do, what to keep in‑house, and where you're most likely to get burned. We'll walk through the real incentives behind those "preferred partner" AI cloud recommendations, how vendor alliances quietly shape your architecture, and why so many roadmaps end up looking like a sales deck instead of an operating model. You'll learn how to structure engagements so you get industrial‑scale execution—landing zones, governance, migrations—without handing over your strategy, your data, or your future. We'll cover the critical questions to ask before you sign, the red flags in proposals and SOWs, and how to demand deliverables that leave you stronger and more independent, not permanently dependent on the same firm. If you're a CIO, CTO, architect, or tech leader about to bring in a big consultancy for cloud or AI, watch this first. It might change how you buy—and what you're willing to buy.

    21min

  4. HÁ 6 DIAS

    Oracle's AI Data-Center Overbuild Could Break the Company

    Oracle is reportedly tied to roughly USD 56 billion in AI data-center financing, and Wall Street is treating it like a stress test, not a victory lap. In this video I break down why "build it and they will come" can turn into "borrow it and you will bleed." Data centers are fixed-cost monsters: power commitments, depreciation, and interest expense don't care if enterprise customers take six quarters to migrate workloads. If demand ramps slower than supply, Oracle's only lever is discounting—lower prices to fill empty capacity—which can crush margins right when debt service rises. That's how overbuilds become spirals: weaker cash flow leads to tighter financing, tighter financing forces cuts, cuts weaken competitiveness, and the cycle feeds itself.  I'll also compare Oracle's bet to the broader AI infrastructure boom—other builders using heavy leverage—and explain why a sector-wide capacity glut could trigger a price war. If you're an investor, operator, or just tired of AI hype, this is the cold-water analysis: what could go wrong, how it snowballs, and what signals to watch next. We'll talk contract reality, utilization math, and why "strategic capex" can become a balance-sheet hostage situation. Plus: the red flags—syndication strain, downgrades, and sudden price cuts.

    14min

  5. 2 DE FEV.

    The Cloud Security Crisis No One Wants to Admit—61% Failure Rate

    In this crucial video, cloud security leader David Linthicum exposes a troubling statistic: 61 percent of cloud security incidents are completely preventable. Drawing on the latest security research, David reveals the most common—and avoidable—mistakes that leave enterprises vulnerable to cyberattacks, data leaks, and compliance violations. He breaks down the top culprits, from misconfigured cloud environments and weak access controls to lapses in ongoing monitoring and lack of employee training. David explains why organizations often falter on basic security hygiene and shows how these oversights create easy targets for attackers. Importantly, he translates these findings into actionable solutions. Viewers will learn why regular audits, continuous education, and automated security tools are critical for reducing risk, and how building a security-first culture can close the door on costly incidents. Packed with practical advice, this video gives IT leaders, security professionals, and business executives a blueprint for dramatically improving their organization's cloud security. Don't let your company become another statistic—discover how to avoid the 61 percent of incidents that should never happen, and transform the cloud from a weak spot into your enterprise's strongest line of defense.

    13min

  6. 1 DE FEV.

    Azure Softness + AI Capex = The Public Cloud's New Problem

    Why did Microsoft stock drop even after a headline beat? In this episode, cloud analyst David Linthicum breaks down the market's "beat-and-drop" reaction to Microsoft's latest earnings and what it signals about Azure, AI, and hyperscaler spending. He explains how expectations for a clear cloud re-acceleration collided with guidance that sounded more like "we're investing ahead of demand," raising concerns about capital intensity and near-term margins. Linthicum walks through the optics around Azure growth, capacity build-outs for AI training and inference, and why investors are increasingly sensitive to capex without fast operating leverage. The conversation also explores a structural shift in enterprise cloud choices—hybrid, private and sovereign cloud, colocation, and managed service providers—and how workload economics (egress, governance, and consumption creep) can make public cloud less attractive for steady-state compute. Finally, he balances the bear case with the bull case: Microsoft's distribution advantage across Microsoft 365, security, and developer tools, and the possibility that today's spend is strategic moat-building. If you want a clearer framework for reading cloud earnings, this video delivers. You'll learn what metrics to watch next quarter, how to interpret "capacity constraints" versus demand, and where AI monetization may show up first in pricing, usage, and margins.

    16min

  7. 26 DE JAN.

    Why the Tech Industry Keeps Lying to Itself (and You)

    The tech industry is brilliant at building new things—and terrible at admitting when it gets them wrong. In this video, I break down why our predictions about cloud, AI, big data, blockchain, metaverse, and more so often miss reality by a mile. From wildly optimistic analyst forecasts (including early cloud growth predictions that were way off) to vendor-driven hype cycles, we've built a system that rewards confidence, not accuracy.   I walk through concrete examples where the narrative sounded irresistible, the slideware looked perfect, and the pilots seemed promising—but large enterprises never followed at scale. The core problem isn't intelligence or innovation; it's confirmation bias, misaligned incentives, and a complete underestimation of real-world constraints: legacy systems, budgets, regulation, skills, and risk.   You'll learn how to recognize the telltale signs of hype, how to separate "cool demo" from "sustainable value," and how to ask the uncomfortable questions that cut through the noise. Whether you're a CIO, architect, engineer, or business leader, my goal is simple: help you stop getting pushed around by tech narratives—and start making grounded, reality-based decisions. If you're tired of being sold "the future" that never quite arrives, this video is for you.

    23min

  8. 22 DE JAN.

    Agentic AI Playbook Spam: Why "Proven" Agentic AI Frameworks and Strategies Are Not Working

    In this video, David Linthicum breaks down the sudden explosion of "agentic AI" playbooks, frameworks, and branded platforms now pouring out of the consulting industry. Every big firm wants to look like it owns the future of autonomous work, so the market is being flooded with glossy diagrams, maturity models, and "fast paths" that promise cheap, repeatable success—sometimes with language that feels close to a guarantee. But agentic AI is not a plug-in. It's an architecture, and architecture only works when it matches your processes, data quality, controls, integration realities, and operating model. When frameworks lead with the platform instead of the problem, enterprises end up force‑fitting agents into brittle systems, over-building orchestration layers, and running old processes in parallel "just in case." The hidden costs show up later: governance overhead, constant tuning, fragile pilots, and disappointing ROI. You'll learn the red flags to watch for, the questions to ask before funding an "agentic transformation," and how to pursue smaller, measurable wins without buying expensive theater. If you're a CIO, CTO, or business leader, this is your reality check before the next deck lands in your inbox. We'll also discuss when simpler automation beats agents—and when agents earn their keep.

    19min
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Sobre

Hosted by cloud computing pioneer David Linthicum, the Cloud Computing Insider podcast gets to the bottom of what cloud computing, and generative AI can bring to your enterprise. New content will focus on what's important to you as a user of cloud computing and generative AI, and the ability to find value the first time.

Informações

  • Criado por
    David Linthicum
  • Anos de atividade
    2024 - 2026
  • Episódios
    112
  • Classificação
    Livre
  • Copyright
    © 2024
  • Site do podcast
    Cloud Computing Insider

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