The Reasoning Show

The Reasoning Show AI moves fast. Thinking clearly matters more.

The Reasoning Show cuts through the hype to explore how the smartest people in enterprise AI actually make decisions — the strategy, the tradeoffs, and the hard lessons no press release mentions.

Every week, hosts Aaron Delp and Brian Gracely sit down with the founders building the tools, investors funding the shift, and operators running AI in the real world. Not hype. Not panic. Just clear-headed conversations with people who have to make actual decisions.

Because the AI revolution isn't just happening. It's being reasoned through.

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Topics: Enterprise AI strategy · LLMs in production · AI leadership · Agentic AI · Digital Sovereignty · Machine Learning · AI startups · Cloud Computing

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The Reasoning Show

2018 Year in Review

December 31, 2018 • Aaron Delp & Brian Gracely

0:00 | 51:25

Show: 378

Description: Aaron and Brian review the biggest news, trends and topics of 2018.

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Cloudcast Housekeeping:

Thank you to our sponsors, both A Cloud Guru and DataDog
64% of Krispy Kreme Funding - http://bit.ly/Cloudcast-Donuts2019
51 Shows, Avg Listens (show): 18-20k (+19%), Avg Rank iTunes Technology: 63
Over $50B in M&A and VC Funding for guests (all-time)
Acquired: Red Hat, Rightscale, CoreOS, GitHub, Evident.io, Loggly, CloudHealth, VictorOps, Bonsai
IPO: Pivotal
Funding: SWIM.AI, Stryth Leviathan, Atomist, Kasten, Lightstep, Rubrik, Hashicorp, A Cloud Guru

Show Notes:

Previous Year Cloudcast Predictions: 2017, 2016, 2015, 2014,
Top Tech Trends (expected) in 2019 (via CBInsights)
Commercial Open Source Software Companies ($100B)
Cloudability - State of the Cloud (2018)

Big Trends:

Gartner IaaS MQ is down to 6 companies (AWS, Azure, GCP, Alibaba, IBM, Oracle)
AWS growing +40% ($25B revenues) and Azure revenues ~ $28-30B (but not explicitly broken out) - AWS claimed at re:Invent to have 51% market-share.
Big acquisitions around Open Source (Red Hat, GitHub, Hortonworks)
A new push by Open Source companies (Redis, Confluent) to change their licensing model to help protect them from public cloud providers taking their software and not giving back - http://dtrace.org/blogs/bmc/2018/12/14/open-source-confronts-its-midlife-crisis/
Big funding and investments around HCI and Backup HCI
Kubernetes continues to dominate containers and cloud-native (see: @PodCTL podcast)
New CEO at Google Cloud (Thomas Kurian)
Blockchain seems to need a new PR agency
Interest rates are rising (2 more raises are projected in 2019), which changes all the VC models

Tech Stocks (2018):

S and P 500: (-12.2%), DJIA: (-12%), NASDAQ: (-8%)
AAPL: (-12%), AMZN: (+14%), CSCO: (+5%), FB: (-29%), GOOG: (-7.5%), IBM: (-30%)
MSFT: (+11%), NFLX: (+25%), NTAP: (-1%), NTNX: (+1%), ORCL: (-11%), RHT: +43% (acquired by IBM)
PVTL (0%), SAP: (-8.5%), SFDC: (+18%), VMW: (+13%)
How are SaaS priced after 2018 correction? -

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