The Enterprise AI Show

The Enterprise AI Show explores the AI journey for Enterprise companies around the world. [formerly The Cloudcast]

As the AI revolution moves from experimentation to execution, The Enterprise AI Show provides the clarity needed to lead. Join Aaron Delp and Brian Gracely as they explore the intersection of generative AI, enterprise systems, and global business strategy. Each episode features clear-headed conversations with the people making actual decisions—founders, investors, and practitioners—focusing on the technical architectures and business models that drive real-world ROI.

New shows every Wednesday and Sunday.

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

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The Enterprise AI Show

The Cloudcast #353 - The 2018 Mid-Year Show

July 04, 2018 • Aaron Delp & Brian Gracely

0:00 | 43:28

Aaron and Brian talk about the first half of 2018: Acquisitions and IPOs, Rating and ranking the Public Cloud, a look at aspects of Private Cloud, Containers and Kubernetes, HCI and GDPR, as well as their perspectives on AI and IoT.

Show Links:

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Show Notes:

Topic 1 - It’s been a busy year for Cloudcast alumni in 2018

Microsoft acquires GitHub - 7.5B 
BonsaiAI acquired by Microsoft 
Pivotal IPO - $555M 
Evident.io acquired by Palo Alto - $300M 
CoreOS acquired by Red Hat - $250M 
Splunk acquires VictorOps - $120M 
Elastic (formerly ElasticSearch) - announced IPO plans 
Loggly acquired by Solarwinds

Topic 2 - How would you handicap the public cloud market (leaders, laggards, emerging trends)?

Gartner only has 6 companies in their IaaS Magic quadrant 
AWS keeps growing (apparently 30-35% of public cloud spending) 
Microsoft keeps acquiring 
Google is still TBD, but we’re going to GoogleNEXT in July 
Alibaba is growing and starting to hear about more US companies using AliCloud 
IBM and Oracle still seem like large Enterprise vendors

Topic 3 - Brian’s involved with containers, Aaron’s involved with Storage and HCI and some cloud integration, what’s interesting in those areas? What are the biggest trends you’re seeing in the private cloud / data center market?
Topic 4 - We’ve been trying to incorporate more AI and IoT into the shows this year. What have you learned so far, what has surprised you, where do you still have questions?

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