The Reasoning Show
The Reasoning Show - Reasoning through the AI Revolution
The industry's leading AI podcast, explores how leaders think through AI, technology, and transformation. Each week founders, investors, and operators unpack the decisions behind the systems shaping modern business.
Hosts: Aaron Delp and Brian Gracely
The Reasoning Show
Welcome to the Bi-Modal Cloud Era
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
After a decade of Bi-Modal IT discussion, we’ve now reached the era of Bi-Modal Cloud. Balancing traditional CPU-based cloud resources is now clashing with the demands of GPU-based AI cloud needs. Let’s explore!
SHOW: 896
SHOW TRANSCRIPT: The Cloudcast #896 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:
- Public cloud providers are missing the market with AI (David Linthicum, 2025)
- Why digital business needs bi-modal IT (Gartner, 2015)
- Microsoft / Azure earnings (Jan 2025)
- Alphabet / Google Cloud earnings (Feb 2024)
- Amazon / AWS earnings (Feb 2025)
WHAT HAPPENS WHEN A BUSINESS HAS TO PRIORITIZE THE LOWER REVENUE PATHS
- We’ve come full circle after 10+ years
- Can the clouds make all this CapEx spending work because of other businesses?
- Wait, is cloud interesting again?
- What is Bi-Modal Cloud?
- Is the cash cow still the cash cow?
- How do cloud providers prioritize cloud vs. AI?
- How do internal teams rationalize being profitable but unimportant?
- Stargate might be a crazy idea, but is an AI-cloud a crazy idea?
FEEDBACK?
- Email: show at the cloudcast dot net
- Twitter/X: @cloudcastpod
- BlueSky: @cloudcastpod.bsky.social
- Instagram: @cloudcastpod
- TikTok: @cloudcastpod
