Episódios

  • AI & Cloud News of the Month - Feb 2026
    Feb 28 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 net
    • Bluesky: @cloudcastpod.bsky.social
    • Twitter/X: @cloudcastpod
    • Instagram: @cloudcastpod
    • TikTok: @cloudcastpod




    Exibir mais Exibir menos
    42 minutos
  • How The Cloudcast is changing in 2026?
    Feb 25 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 logo
    • Some 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 now
    • Cloud has become mostly stable, AI is at the beginning and so much is changing
    • We’re not abandoning Cloud, just giving it the amount of coverage needs (monthly Cloudcast, monthly CNOTM)
    • Social media algorithms have changed audience acquisition

    Topic 3 - Hasn’t The Cloudcast already been covering AI for a while?

    • Yes, it’s been about 50/50 since 2024
    • We’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 Sunday
    • Both 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 exclusively
    • AI Technology, AI Economics, AI Trends, AI (Business) Use-Cases, AI Things to Watch, AI Productivity, AI Regulation
    • We’ll still do a “Cloudcast” once a month, as the Cloud underpins almost everything AI
    • We’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 podcast
    • Subscribe to the social media channels (show notes)
    • Leave a 5-star review on the podcast players
    • Tell a friend to check out the show


    FEEDBACK?

    • Email: show at the cloudcast dot net
    • Bluesky: @cloudcastpod.bsky.social
    • Twitter/X: @cloudcastpod
    • Instagram: @cloudcastpod
    • TikTok: @cloudcastpod
    Exibir mais Exibir menos
    18 minutos
  • What's Your Token Budget?
    Feb 22 2026

    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 models
    • The shift from centralized to decentralized computing
    • Token budgets and project economics in AI
    • Historical transitions in computing infrastructure
    • Future trends in AI project management

    SHOW 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 month
    • Can 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 net
    • Twitter/X: @cloudcastpod
    • BlueSky: @cloudcastpod.bsky.social
    • Instagram: @cloudcastpod
    • TikTok: @cloudcastpod
    Exibir mais Exibir menos
    19 minutos
  • Evaluating AI Models in 2026
    Feb 18 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 #234
    • Artificial Analysis.AI
    • Opus 4.6 Release
    • GPT Codex 5.3 Release
    • GLM-5 Release
    • OpenAI Preparedness Framework
    • Sam’s Tweet that 5.3 Codex hit “high” ranking for cybersecurity
    • Fortune Article on 5.3 high ranking

    TAKEAWAYS

    • 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 net
    • Bluesky: @cloudcastpod.bsky.social
    • Twitter/X: @cloudcastpod
    • Instagram: @cloudcastpod
    • TikTok: @cloudcastpod
    Exibir mais Exibir menos
    29 minutos
  • Three AI Rooms to be a Fly on the Wall in 2026
    Feb 15 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 Vision
    • Room 3 - TSMC’s 2028-2030 Planning

    FEEDBACK?

    • Email: show at the cloudcast dot net
    • Bluesky: @cloudcastpod.bsky.social
    • Twitter/X: @cloudcastpod
    • Instagram: @cloudcastpod
    • TikTok: @cloudcastpod
    Exibir mais Exibir menos
    13 minutos
  • What we wish we knew about the next 3 years of AI?
    Feb 11 2026

    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?

    • Economics
    • Politics
    • Technology
    • Regulations
    • Partnerships
    • Buying Patterns
    • Usage Patterns
    • Devices
    • Job Creation/Destruction


    FEEDBACK?

    • Email: show at the cloudcast dot net
    • Bluesky: @cloudcastpod.bsky.social
    • Twitter/X: @cloudcastpod
    • Instagram: @cloudcastpod
    • TikTok: @cloudcastpod
    Exibir mais Exibir menos
    31 minutos
  • The Economics of Software Developers
    Feb 8 2026

    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 2.0
    • On running a startup of Claude Code agents
    • Agentic Product Development and the Theory of Constraints
    • Software 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 net
    • Bluesky: @cloudcastpod.bsky.social
    • Twitter/X: @cloudcastpod
    • Instagram: @cloudcastpod
    • TikTok: @cloudcastpod
    Exibir mais Exibir menos
    16 minutos
  • The Future of Enterprise Software?
    Feb 4 2026

    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 net
    • Twitter/X: @cloudcastpod
    • BlueSky: @cloudcastpod.bsky.social
    • Instagram: @cloudcastpod
    • TikTok: @cloudcastpod
    Exibir mais Exibir menos
    27 minutos