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.
New shows every Wednesday and Sunday.
Topics: Enterprise AI strategy · LLMs in production · AI leadership · Agentic AI · Digital Sovereignty · Machine Learning · AI startups · Cloud Computing
The Reasoning Show
The Curious Case of AI, Funding and Cloud Credits
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Big 3 cloud providers investing in AI with cloud credits. $7 trillion dollar big plans. VCs concerned about AI valuations. It feels like a new set of rules are being created.
SHOW: 794
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"
SHOW SPONSORS:
- CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spend
- Learn More About Azure Offerings : Learn more about Azure Migrate and Modernize & Azure Innovate!
- Azure Free Cloud Resource Kit : Step-by-step guidance, resources and expert advice, from migration to innovation.CloudZero – Cloud Cost Visibility and Savings
SHOW NOTES:
- Microsoft invests $10B into OpenAI
- Amazon invests $b in Anthropic
- Google invests $2B in Anthropic
- Cloud GPUs
- Can you trust AI valuations, MANG investments (BG2 Podcast)
- Big Cloud deploys 1000s of GPU for AI - but revenues should be higher (El Reg)
- Tracking CAPEX by the big 3 cloud providers
- Sam Altman seeks (up to) $7 trillion for new chip building (and comps)
ARE CLOUD CREDITS THE NEW VENTURE CAPITAL?
- “Microsoft's Q2 2024 earnings report states that AI services contributed 6 percentage points of growth to Azure revenue. This is an increase from 3 percentage points in the previous quarter.”
KEEP AN EYE ON AI USAGE “TRENDS” FROM THE BIG CLOUD PROVIDERS
- Is this a problem for VCs?
- Is this “good” revenue for the cloud providers?
- Are they just smart for utilizing an asset that they can monopolize?
- How to track user-growth (e.g. OpenAI) and cloud-usage-growth (e.g. Big 3)
- How much will people invest to build an alternative to NVIDIA?
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