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

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The Reasoning Show

It's the beginning of Cloud 2.0

January 18, 2026 • Massive Studios

0:00 | 21:07

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?)

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