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
All the new AI stuff all at once
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
In the history of technology era changes, things tend to change slowly at first, and then quickly all at once. We’ve now reached the beginning of the all-at-once era of AI change.
SHOW: 974
SHOW TRANSCRIPT: The Cloudcast #974 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 SPONSORS:
- [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
- [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.
SHOW NOTES:
- The Benefit of Bubbles (Stratechery)
- Cube Research - Energy needs of AI
- Are we building AI for Progress or Power? (Prof G Markets)
- Amazon earnings call (Oct 2025) transcript
- Microsoft Azure earnings call (Oct 2025) transcript
WHAT WAS THE LEADING AI TREND FOR EACH YEAR?
- 2022 - What is ChatGPT
- 2023 - What can GenAI do? (Jobs, Skills, etc.)
- 2024 - Alternatives to OpenAI and NVIDIA, Where is Google?, Where is AWS?
- 2025 - Open source in AI, AI Regulations, AI Partnerships, Deep Seek, AI Agents, AI Funding, AI Power Challenges, AI Gov’t Involvement
- 2026 - ???
FEEDBACK?
- Email: show at the cloudcast dot net
- Twitter/X: @cloudcastpod
- BlueSky: @cloudcastpod.bsky.social
- Instagram: @cloudcastpod
- TikTok: @cloudcastpod
FEEDBACK?
- Email: show @ reasoning dot show
- Bluesky: @reasoningshow.bsky.social
- Twitter/X: @ReasoningShow
- Instagram: @reasoningshow
- TikTok: @reasoningshow
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