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

Something's Gotta Give on AI Economics

October 19, 2025 • Massive Studios

0:00 | 22:10

What happens when the biggest technology trend is built on economics that don't make any sense when viewed end-to-end? Eventually, some aspect has to change, but which one?

SHOW: 968

SHOW TRANSCRIPT: The Cloudcast #968 Transcript

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SHOW NOTES:

WHERE ARE THE BIGGEST AI RISKS?

Jensen Huang (NVIDIA CEO) is convinced that the future will be built on always having the most advanced GPUs and Frontier Models.
Oracle is telling investors that they will significantly increase profit margins between now and 2028-30, although they have low margins now and they don’t make high margins on older chips
The economics of AI (reasoning models, high#s of AI tokens) is in contrast to the established SaaS business model.
Right now everything AI-associated has a high valuation, but these forces are working against each other.
Which one is going to give first?

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