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
It's the beginning of Cloud 2.0
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15 years ago, when we started The Cloudcast the definition of cloud was pretty clear cut. But now in 2026, the rules are all different and a new era of Cloud is upon us. Let’s explore what the next generation might provide.
SHOW: 994
SHOW TRANSCRIPT: The Cloudcast #994 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
- AWS in 2026: The year of proving they still know how to operate (This Week in AWS)
WHAT IS AND ISN’T CLOUD IN 2026?
- Cloud isn’t a single company
- Cloud isn’t just public cloud
- A CIA cloud isn’t a Gov cloud isn’t your Enterprise Cloud
- Multi-cloud is a real thing that needs technology
- Google, the people that invented “cloud” are a real company in cloud
- Defining cloud by purity, or IaaS/PaaS/SaaS terms doesn’t really matter
- Does data locality matter more in an AI-Cloud era?
- Do we begin to see price wars over the core Cloud 1.0 primitives?
- Are we in the 9th inning of Cloud, and the 1st inning of what’s next?
- AI has replaced SaaS in immediacy, so does that have impact on Cloud services?
- Does the lack of application portfolio finally come back to bite AWS?
- Can niche cloud services emerge (e.g. is Vercel another Digital Ocean, or something unique?)
FEEDBACK?
- Email: show at the cloudcast dot net
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