The Cloudcast

Massive Studios
  • 4.6 (147)
  • TECHNOLOGY
  • UPDATED SEMIWEEKLY

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. 14H AGO

    Every Week Feels like an AI Gartner Hype Cycle

    From extreme ups to startling downs, every week can feel like the peak of expectations and the trough of disillusionment for AI.   SHOW: 954 SHOW TRANSCRIPT: The Cloudcast #954 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: [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES: THE UPS AND DOWNS OF AI - THE CONSTANT HYPE CYCLE Healthy Competition [YES] Consumer and Enterprise Markets [YES] Market leader(s) [YES, sort of] Well-Defined, profitable business model [NO] Open, lower-cost alternative emerged [YES/NO] Usage patterns emerging [YES/NO] [ups] Constant high-profile VC, Sovereign wealth, hyperscaler funding of AI startups[ups] Constant high-profile CAPEX spending by hyperscalers, model builders, data center builders[ups] Rapidly growing user-bases[ups] Growing revenues at some companies (NVIDIA, OpenAI, Google, Microsoft, Anthropic)[downs] Growing losses at high-profile companies  [???] Frequent, high-profile movement by key people at high-profile companies (engineers, leadership)[downs] Frequent, partial acquires of founders and key engineers, but not entire companies[downs] Secondary market scales of startup shares, bypassing traditional secondary and public markets[downs] No “NetFlix of AI” company[downs] No “AI Agent” success stories[???] Consumer “winner-take-all” mindset from AI companies[downs] Enterprise companies struggling to create ROI+ projects (in early days)[???] Enterprise “bundles” raising prices (CoPilot, Gemini, etc.)[downs] Unclear if new frontier models are getting better than previous versions (e.g. GPT-5)[???] Are inference prices coming down? [ups] Consumers have many excellent AI choicesIt’s unclear if AI companies have created any moats yet; it’s unclear if LLMs can be differentiatedChatbots, developer-assistants and document management are use-cases. What else?Are agents ready to be mainstream yet? Pick-axe providers are making the money right now (NVIDIA, Broadcom, etc.), but is there moat entirely on super-premium HW?User-experiences are still being understoodWill AI + Ads (business model) be a big bang event, or happen gradually? FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

    32 min

  2. 5D AGO

    The Modernization of FinOps

    Amit Kinha - Field CTO @DoITInt | FinOps Foundation Board Member discusses how the relationship between technology and financial accountability has evolved, and how mainstream FinOps is shifting IT focus around innovation.  SHOW: 953 SHOW TRANSCRIPT: The Cloudcast #953 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET  CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"  SPONSORS: [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.SHOW NOTES: DoIT - Intent Aware FinOpsDoIT hires Citigroup FinOps Star as ExecutiveFinOps FoundationFinOps X (event)Topic 1 - Welcome to the show. Tell us about your background and your involvement in FinOps. Topic 2 - We’ve been through the early days of cloud, where we were told that cloud was cheaper, and then after COVID, everyone seemed to realize that cloud was actually more expensive. Where are we with FinOps and companies understanding how to think about cloud spending? Topic 3 - You work with the FinOps Foundation. What types of roles do you see focused on FinOps, and how is that evolving as there is greater cloud cost visibility across an entire organization?  Topic 4 - How has the technology around FinOps evolved? How much is still manual? How much is piecing together different costs from different systems? And how much is evolving to have an AI component?  Topic 5 - How do the tools and platforms from DoIT help to make FinOps easier for companies? What are some of the key areas of focus, and some insights you’re hearing from the companies that you work with directly?  Topic 6 - If you had to give a CIO or CFO guidance on how to best think about FinOps, what are the top things you would focus on?  FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

    30 min

  3. AUG 24

    Transitioning from the Cloud era to the AI era

    As we begin to transition from the Cloud era to the AI era, what types of changes can we expect to see happen in the market, within our businesses, and for individuals?  SHOW: 952 SHOW TRANSCRIPT: The Cloudcast #952 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: [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES: WHEN TWO ERAS OVERLAP - CLOUD AND AI The early stages of a new era tends to be separate (cloud-native, AI-native), but eventually tends to build upon the previous era’s foundationsIt usually takes a decade before an era stops being important or prioritized It usually takes 3-5 years before best practices for new applications emergeFinding new era talent is difficult (and expensive), but current era technology can be optimized (reduce costs, modernize)We’re going to see “Shadow AI” and “Bi-Modal Cloud/AI”The will be a lot of “X is Dead” during the first few years of the transition, until people (again) remember that nothing in IT dies - especially in the enterpriseThere will be a lot of numbers/reports coming out that seem completely contradictory - $B investment, but $0 ROI from usersFEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

    26 min

  4. AUG 21

    Looking back on Industry Market Leaders

    After a very long roadtrip, let’s explore the lessons we can learn from some of the greatest business models in tech and how or if they apply to the AI era companies.  SHOW: 951 SHOW TRANSCRIPT: The Cloudcast #951 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: [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.SHOW NOTES: 7 Powers of Competitive DynamicsMicrosoft (Vol 1, Vol 2)Google Meta AWSNVIDIA (Vol 1, Vol 2, Vol 3) LESSONS FROM THE GREATEST BUSINESS MODELS Founder control, nearly immediately profitable, growth strategies, How long Enterprise businesses take to matureIs there an AI business model that’s profitable? Is there a business model that isn’t Enterprise or Ad-supported?Microsoft - commoditize your compliments, understand market expansions, Google - Customer acquisition, scaling economics, AdWords, AdSenseAWS - Meta - Adapting the offeringsNVIDIA - Vertical integration (HW + SW)FEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

    26 min

  5. AUG 20

    Kubernetes in the Era of GPUs

    Haseeb Budhani (@haseebbudhani, CEO @rafaysystemsinc) discusses the evolution from traditional DevOps to platform engineering and what "Enterprise Ready" Kubernetes looks like in 2025. We explore AI workloads running on Kubernetes and how modern orchestration solutions can transform teams from bottlenecks into enablers. We also cover the security considerations for GPU-enabled AI workloads and balancing developer self-service capabilities with proper governance and control. SHOW: 950 SHOW TRANSCRIPT: The Cloudcast #950 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET  NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS: [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES: Rafay websiteTopic 1 - Welcome to the show, Haseeb. Give everyone a quick introduction. Topic 2 - Let’s start by talking about the evolution of Kubernetes as a platform. You’ve said and we’ve talked about on this show for some time how Kubernetes is more of a platform to run platforms. We’ve also seen trends in the industry and shifts in what it means to be DevOps or Platform Engineering in recent years. You've positioned Rafay as a Kubernetes Operations Platform that's now evolved into a Cloud Automation Platform. How do you define the difference between Kubernetes management and true platform engineering? Topic 3 - What does “Enterprise Ready” Kubernetes look like in 2025? Topic 4 - Let’s flip over to AI/ML and GPUs with Kubernetes for a bit. Many developers and data scientists aren’t aware of the underlying platform they run on. I saw a stat recently that about 95% of AI runs on Kubernetes, either on-prem or in the cloud. Despite this, Platform teams are often stuck doing manual GPU provisioning, which doesn't scale with AI adoption. How do modern GPU orchestration solutions change the platform team's role? Topic 5 - With GPU workloads often handling sensitive data and AI models, security becomes even more critical. How should organizations approach security and compliance in their GPU-enabled Kubernetes operations? Topic 6 - "Most developers don't want to write YAML or manage clusters — they just want to ship software." How do you balance giving developers the self-service capabilities they want while maintaining the control and governance that platform teams need? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

    25 min

  6. AUG 13

    Enterprise AI Platforms

    Shay Levi (@shaylevi2, CEO @UnframeAI) & Larissa Schneider (COO @UnframeAI) discuss the complexities of building an enterprise-grade AI platform. Topics include what an AI platform is, the advantages of adoption, and the efficiencies gained. SHOW: 949 SHOW TRANSCRIPT: The Cloudcast #949 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET  CLOUD NEWS OF THE WEEK:  http://bit.ly/cloudcast-cnotw NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS" SPONSORS: [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.SHOW NOTES: Unframe website Topic 1 - Shay & Larissa, welcome to the show!  Give everyone a brief introduction and a little about your background.  Topic 2 - Today, we’re discussing AI Security and Enterprise Platforms. What are the problems or issues you see with AI development today? Topic 3 - Is this where an AI platform comes into play? I’m seeing more and more about this term and wondering what it truly means to be a platform. What is your definition of a platform, and what are the advantages? Topic 4 - Shay, considering your background in APIs and API security, how does that knowledge transfer into this space? Topic 5 - Larissa, with your background in operations, where do you see the inefficiencies in AI development and lifecycle management of the AI models and the datasets? Topic 6 - Let’s talk about Unframe. Give everyone an overview. Is this a SaaS service? How and where does it fit into your typical AI development stack? FEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

    27 min

  7. AUG 10

    The beginning of Cloud 2.0 is here

    Are we beginning to see the dawn of a 2nd phase of Cloud Computing, as AI begins to become a workload that impacts every aspect of the previous era of Cloud? Let’s explore… SHOW: 948 SHOW TRANSCRIPT: The Cloudcast #948 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: [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES: CLOUD 1.0 vs. CLOUD 2.0 Cloud 1.0: On-demand services, OSS innovation, Core Building Blocks, Affordable Infrastructure with declining costs, 1st and best customers, limited gov’t involvement, varied competition levels, Cloud 2.0: AI is a now technology, GPU vs. CPU costs, vertical application stacks?, unknown economics, highly funded competition, unknown gov’t involvement, unknown investment into OSS, AI gravity vs. cloud gravityFEEDBACK? Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

    20 min

  8. AUG 6

    AI & Cloud Trends for July 2025

    Brian Gracely (@bgracely) Aaron Delp (@aarondelpt) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from July 2025. SHOW: 947 SHOW TRANSCRIPT: The Cloudcast #947 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET  NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS" SPONSORS: [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.SHOW NOTES: Link to July 2025 News and ArticlesFEEDBACK? Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

    42 min
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4.6
out of 5
147 Ratings

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 . 

Information

  • Creator
    Massive Studios
  • Years Active
    2011 - 2025
  • Episodes
    991
  • Rating
    Clean
  • Copyright
    © 2025 Massive Studios
  • Show Website
    The Cloudcast

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