From extreme ups to startling downs, every week can feel like the peak of expectations and the trough of disillusionment for AI.  

SHOW: 954

SHOW TRANSCRIPT: The Cloudcast #954 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:

• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

THE UPS AND DOWNS OF AI - THE CONSTANT HYPE CYCLE

Healthy Competition [YES]

Consumer and Enterprise Markets [YES]

Market leader(s) [YES, sort of]

Well-Defined, profitable business model [NO]

Open, lower-cost alternative emerged [YES/NO]

Usage patterns emerging [YES/NO]

• [ups] Constant high-profile VC, Sovereign wealth, hyperscaler funding of AI startups
• [ups] Constant high-profile CAPEX spending by hyperscalers, model builders, data center builders
• [ups] Rapidly growing user-bases
• [ups] Growing revenues at some companies (NVIDIA, OpenAI, Google, Microsoft, Anthropic)
• [downs] Growing losses at high-profile companies  
• [???] Frequent, high-profile movement by key people at high-profile companies (engineers, leadership)
• [downs] Frequent, partial acquires of founders and key engineers, but not entire companies
• [downs] Secondary market scales of startup shares, bypassing traditional secondary and public markets
• [downs] No “NetFlix of AI” company
• [downs] No “AI Agent” success stories
• [???] Consumer “winner-take-all” mindset from AI companies
• [downs] Enterprise companies struggling to create ROI+ projects (in early days)
• [???] Enterprise “bundles” raising prices (CoPilot, Gemini, etc.)
• [downs] Unclear if new frontier models are getting better than previous versions (e.g. GPT-5)
• [???] Are inference prices coming down? 
• [ups] Consumers have many excellent AI choices
• It’s unclear if AI companies have created any moats yet; it’s unclear if LLMs can be differentiated
• Chatbots, developer-assistants and document management are use-cases. What else?
• Are agents ready to be mainstream yet? 
• Pick-axe providers are making the money right now (NVIDIA, Broadcom, etc.), but is there moat entirely on super-premium HW?
• User-experiences are still being understood
• Will AI + Ads (business model) be a big bang event, or happen gradually? 

FEEDBACK?

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Amit Kinha - Field CTO @DoITInt | FinOps Foundation Board Member discusses how the relationship between technology and financial accountability has evolved, and how mainstream FinOps is shifting IT focus around innovation. 

SHOW: 953

SHOW TRANSCRIPT: The Cloudcast #953 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" 

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.

SHOW NOTES:

• DoIT - Intent Aware FinOps
• DoIT hires Citigroup FinOps Star as Executive
• FinOps Foundation
• FinOps X (event)

Topic 1 - Welcome to the show. Tell us about your background and your involvement in FinOps.

Topic 2 - We’ve been through the early days of cloud, where we were told that cloud was cheaper, and then after COVID, everyone seemed to realize that cloud was actually more expensive. Where are we with FinOps and companies understanding how to think about cloud spending?

Topic 3 - You work with the FinOps Foundation. What types of roles do you see focused on FinOps, and how is that evolving as there is greater cloud cost visibility across an entire organization? 

Topic 4 - How has the technology around FinOps evolved? How much is still manual? How much is piecing together different costs from different systems? And how much is evolving to have an AI component? 

Topic 5 - How do the tools and platforms from DoIT help to make FinOps easier for companies? What are some of the key areas of focus, and some insights you’re hearing from the companies that you work with directly? 

Topic 6 - If you had to give a CIO or CFO guidance on how to best think about FinOps, what are the top things you would focus on? 

FEEDBACK?

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As we begin to transition from the Cloud era to the AI era, what types of changes can we expect to see happen in the market, within our businesses, and for individuals? 

SHOW: 952

SHOW TRANSCRIPT: The Cloudcast #952 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:

• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
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SHOW NOTES:

WHEN TWO ERAS OVERLAP - CLOUD AND AI

• The early stages of a new era tends to be separate (cloud-native, AI-native), but eventually tends to build upon the previous era’s foundations
• It usually takes a decade before an era stops being important or prioritized 
• It usually takes 3-5 years before best practices for new applications emerge
• Finding new era talent is difficult (and expensive), but current era technology can be optimized (reduce costs, modernize)
• We’re going to see “Shadow AI” and “Bi-Modal Cloud/AI”
• The will be a lot of “X is Dead” during the first few years of the transition, until people (again) remember that nothing in IT dies - especially in the enterprise
• There will be a lot of numbers/reports coming out that seem completely contradictory - $B investment, but $0 ROI from users

FEEDBACK?

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After a very long roadtrip, let’s explore the lessons we can learn from some of the greatest business models in tech and how or if they apply to the AI era companies. 

SHOW: 951

SHOW TRANSCRIPT: The Cloudcast #951 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:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
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SHOW NOTES:

• 7 Powers of Competitive Dynamics
• Microsoft (Vol 1, Vol 2)
• Google 
• Meta 
• AWS
• NVIDIA (Vol 1, Vol 2, Vol 3) 

LESSONS FROM THE GREATEST BUSINESS MODELS

• Founder control, nearly immediately profitable, growth strategies, 
• How long Enterprise businesses take to mature
• Is there an AI business model that’s profitable? 
• Is there a business model that isn’t Enterprise or Ad-supported?
• Microsoft - commoditize your compliments, understand market expansions, 
• Google - Customer acquisition, scaling economics, AdWords, AdSense
• AWS - 
• Meta - Adapting the offerings
• NVIDIA - Vertical integration (HW + SW)

FEEDBACK?

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Haseeb Budhani (@haseebbudhani, CEO @rafaysystemsinc) discusses the evolution from traditional DevOps to platform engineering and what "Enterprise Ready" Kubernetes looks like in 2025. We explore AI workloads running on Kubernetes and how modern orchestration solutions can transform teams from bottlenecks into enablers. We also cover the security considerations for GPU-enabled AI workloads and balancing developer self-service capabilities with proper governance and control.

SHOW: 950

SHOW TRANSCRIPT: The Cloudcast #950 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
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SHOW NOTES:

• Rafay website

Topic 1 - Welcome to the show, Haseeb. Give everyone a quick introduction.

Topic 2 - Let’s start by talking about the evolution of Kubernetes as a platform. You’ve said and we’ve talked about on this show for some time how Kubernetes is more of a platform to run platforms. We’ve also seen trends in the industry and shifts in what it means to be DevOps or Platform Engineering in recent years. You've positioned Rafay as a Kubernetes Operations Platform that's now evolved into a Cloud Automation Platform. How do you define the difference between Kubernetes management and true platform engineering?

Topic 3 - What does “Enterprise Ready” Kubernetes look like in 2025?

Topic 4 - Let’s flip over to AI/ML and GPUs with Kubernetes for a bit. Many developers and data scientists aren’t aware of the underlying platform they run on. I saw a stat recently that about 95% of AI runs on Kubernetes, either on-prem or in the cloud. Despite this, Platform teams are often stuck doing manual GPU provisioning, which doesn't scale with AI adoption. How do modern GPU orchestration solutions change the platform team's role?

Topic 5 - With GPU workloads often handling sensitive data and AI models, security becomes even more critical. How should organizations approach security and compliance in their GPU-enabled Kubernetes operations?

Topic 6 - "Most developers don't want to write YAML or manage clusters — they just want to ship software." How do you balance giving developers the self-service capabilities they want while maintaining the control and governance that platform teams need?

FEEDBACK?

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Shay Levi (@shaylevi2, CEO @UnframeAI) & Larissa Schneider (COO @UnframeAI) discuss the complexities of building an enterprise-grade AI platform. Topics include what an AI platform is, the advantages of adoption, and the efficiencies gained.

SHOW: 949

SHOW TRANSCRIPT: The Cloudcast #949 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

CLOUD NEWS OF THE WEEK:  http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS"

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.

SHOW NOTES:

• Unframe website

Topic 1 - Shay & Larissa, welcome to the show!  Give everyone a brief introduction and a little about your background. 

Topic 2 - Today, we’re discussing AI Security and Enterprise Platforms. What are the problems or issues you see with AI development today?

Topic 3 - Is this where an AI platform comes into play? I’m seeing more and more about this term and wondering what it truly means to be a platform. What is your definition of a platform, and what are the advantages?

Topic 4 - Shay, considering your background in APIs and API security, how does that knowledge transfer into this space?

Topic 5 - Larissa, with your background in operations, where do you see the inefficiencies in AI development and lifecycle management of the AI models and the datasets?

Topic 6 - Let’s talk about Unframe. Give everyone an overview. Is this a SaaS service? How and where does it fit into your typical AI development stack?

FEEDBACK?

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Are we beginning to see the dawn of a 2nd phase of Cloud Computing, as AI begins to become a workload that impacts every aspect of the previous era of Cloud? Let’s explore…

SHOW: 948

SHOW TRANSCRIPT: The Cloudcast #948 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:

• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

CLOUD 1.0 vs. CLOUD 2.0

• Cloud 1.0: On-demand services, OSS innovation, Core Building Blocks, Affordable Infrastructure with declining costs, 1st and best customers, limited gov’t involvement, varied competition levels, 
• Cloud 2.0: AI is a now technology, GPU vs. CPU costs, vertical application stacks?, unknown economics, highly funded competition, unknown gov’t involvement, unknown investment into OSS, AI gravity vs. cloud gravity

FEEDBACK?

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Brian Gracely (@bgracely) Aaron Delp (@aarondelpt) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from July 2025.

SHOW: 947

SHOW TRANSCRIPT: The Cloudcast #947 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS"

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
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SHOW NOTES:

• Link to July 2025 News and Articles

FEEDBACK?

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The hardest thing for any growing company to do is manage the transition from hypergrowth to the dual tracks of growth and stability. AWS is entering their Hybrid phase, or the transition from Day 1 to Day 2. How will it go?

SHOW: 946

SHOW TRANSCRIPT: The Cloudcast #946 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:

• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

• Amazon Q2 (July 2025) Results
• Reviewing Amazon/AWS Q2 2025 Results (CNBC)
• AWS QoQ Earnings Growth Rates (2014-2025)
• Andy Jassy defends Amazon/AWS AI strategy
• Amazon Q2 2025 Earnings Call Transcript
• Update from Andy Jasay Amazon Generative AI (Amazon Internal)

HOW WILL AWS HANDLE DAY 1 AND DAY 2?

• Has AWS missed the Generative AI transformation?
  • Not investing in GPUs at the same rate as their cloud market share
  • Don’t have a Top 5 Frontier LLM
  • Don’t have a productivity suite to attach AI to (on-going revenue)
  • Don’t have a leading coding-assistant app
  • Don’t have an immediate “acquisition” target (e.g. Anthropic valuation near $150B)
  • AWS isn’t breaking out their AI revenues
• AWS’s growth has plateaued over the last 6 quarters (around 17%), while Azure, GCP have been growing at 1.5 to 2x, specifically around AI revenues. 
• AWS is up to 18% of Amazon revenue, and current AWS (CPU-based) is driving the majority of Amazon profits. 
• Jasay is trying to make AI an add-on to the AWS “building block” model
  • GenAI buying (at this point) looks similar to Shadow IT going to public cloud – it’s not centrally controlled
• Is AWS focused on GenAI, or moving the other 80-85% of on-premises to their cloud? Can they manage both priorities at the same time? 
• Can you achieve the same levels of growth if non-GenAI startups aren’t getting funding at the same levels as pre-2022?

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Elliot Shmukler (@eshmu, Co-Founder/CEO @anomalo_hq) talks about the impact of data quality on AI, how unstructured data can be improved, and how monitoring of data lakes can help prevent model drift and give organizations confidence with predictable results.

SHOW: 945

SHOW TRANSCRIPT: The Cloudcast #945 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

CLOUD NEWS OF THE WEEK:  http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS"

SPONSORS:

• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website

SHOW NOTES:

• Anomalo website
• The Cloudcast #598 - Data Quality
• Snowflake invests in Anomalo

Topic 1 - Elliot, welcome back! It’s hard to believe it has been 3 years since we spoke! Give everyone a brief introduction.

Topic 2 - Here’s the problem I see when it comes to AI adoption today. There isn’t an “off the shelf” AI model with an organization's data built in; that’s impossible. So, you must bring this data, often unstructured, to the model, often with mixed results. Do you agree?

Topic 3 - I see data quality in two ways… the quality of the data before ingestion is one way, we want the data to be clean going in. But, we also need a way to detect, mitigate, and do a root cause analysis for quality checks along the way, correct? Give everyone an idea of what this life cycle looks like.

Topic 4 - What are you seeing as the barriers to adoption? Is it the tools, the models, the need for RAG pipelines, the lack of data scientists, and AIOps?

Topic 5 - We have this crossroads where proprietary data makes an organization unique, but exposing that unique data puts the organization at risk. How much of a factor does this play, and how do you advise organizations around this complex intersection

Topic 6 - There is always this concept of predictable results. This answer should be consistent and repeatable. We’ve seen things like model/data drift and hallucinations hinder this concept, leading to a lack of confidence in the results. How do you advise organizations to tackle this lifecycle management and predictability over time?

FEEDBACK?

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If the AI Agent hype ends up being real, how will businesses manage AI Agents from the perspective of people vs. non-people? 

SHOW: 944

SHOW TRANSCRIPT: The Cloudcast #944 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:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website
• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.

SHOW NOTES:

• Batch jobs vs Cron jobs
• Robotic Process Automation
• What is AIOps?
• AI Platform goes rogue, deletes company database (Replit)
• How do consultants think about AI Agents

WHAT IF AI AGENTS ARE SUCCESSFUL?

• What are our expectations of AI Agents? 
• How do we treat AI Agents? 
• How do we organize AI Agents? 
• How do we manage AI Agents?
• Will we have Junior and Senior AI Agents? 
• Will we see internal competition for managers trying to get AI Agent budget? 
• Will companies measure % AI Agent for projects? 
• Will we see managers trying to take their agents with them if they leave a company? How “owns” the agent?

FEEDBACK?

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Luke Marsden (@lmarsden, CEO @HelixML) talks about Private GenAI. What is it? Why do you need it? We also discuss integration into CI/CD pipelines, the layers of a Private GenAI Stack, and why most organizations are opting for RAG over fine-tuning LLMs.

SHOW: 943

SHOW TRANSCRIPT: The Cloudcast #943 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS" 

SPONSORS:

• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

• HelixML website
• HelixML GitHub
• Helix 1.0 Announcement Blog

Topic 1 - Welcome to the show Luke. Give everyone a brief intro.

Topic 2 - Let’s start with Priavte GenAI. What is it? Why should organizations out there consider it? Why not just use OpenAI GPT’s and fine tune them?

Topic 2a Follow up - Regulatory Compliance - take the opposing forces in the EU for instance to using SaaS based services based in the United States.

Topic 3 - Let’s break down the layers in a typical Private AI stack. I’m seen various ways to represent this such as infrastructure layer, MLOps layer, models, data layer (typically RAG), etc. How do you break up the stack into individual components

Topic 4 - My mind immediately jumps to similarities in the DevOps space. Abstraction layers and components like Docker and containers comes to mind, integration into CI/CD pipelines, etc. I feel like MLOps is it’s own thing with specific tools and workflows. Does this all come together and if so how?

Topic 5 - Also, what does this mean for versioning and lifecycle management of the models and the data?

Topic 6 - We are seeing more and more data pipelines with backed by multiple models, sometimes in multiple locations. How do handle this from both a scheduling and interface standpoint? Is everything hidden behind APIs for instance?

FEEDBACK?

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If the rewards of a startup are only going to the founders and AI researchers, then what incentives are there for all the other roles? Has AI broken the startup model? 

SHOW: 942

SHOW TRANSCRIPT: The Cloudcast #942 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:

• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.

SHOW NOTES:

• Google and Windsurf, Stinky Deals, Chesterton’s Fence and the Silicon Valley Ecosystem
• Andreessen Horowitz’s Casado Plays Talent Broker for Cursor
• Cognition acquires Windsurf after CEO and Researchers go to Google
• Are AI Acquihires Screwing Up the Startup Space?
• How ‘Acquihires’ Are Reshaping Silicon Valley’s AI Investments

WHY WOULD ANYBODY JOIN AN AI STARTUP? 

• Windsurf, ScaleAI, Inflection and several other AI companies are getting acquihired. 
• The US DOJ and FTC are scrutinizing acquisitions by large tech companies
• Large tech companies are able to acquihire without paying for non-founders
• Not every company will be ChatGPT and grew without massive sales and marketing
• What would anyone join an AI Startup if you’re not the Founder or AI Researcher? 

FEEDBACK?

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Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard) discuss the big changes happening around AI developer-assistants, across Cursor, Windsurf, OpenAI and Google. 

SHOW: 941

SHOW TRANSCRIPT: The Cloudcast #941 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" 

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website

SHOW NOTES:

• Cursor Series-C Funding ($9.9B valuation)
• New Cursor Pricing Tiers
• Updated Cursor Pricing (June 2025)
• Cursor apologizes for unclear pricing changes (TechCrunch) 
• Promiscuity of Modern Developers (Redmonk)
• Aaron Levie speculates that coding-assistants are involved with 50% of AI usage today
• Anysphere, the startup behind coding app Cursor, hired two former Anthropic leaders
• Measuring the actual impact of AI coding (Changelog)
• Windsurf’s CEO goes to Google; OpenAI’s acquisition falls apart (TechCrunch)
• Windsurf 2-3x’d headcount, and then the founding team walked. Pretty wild (X.com)

Topic 1 - What happened (basics of the pricing change)?

Topic 2 - How was this communicated? 

Topic 3 - Where was the confusion?

Topic 4 - Wasn’t this inevitable because of huge costs and funding rounds? 

Topic 5 - How do we square the “developers don’t pay for anything” and “AI-native vs. AI-augmented” when developers are still in the loop?

Topic 6 - Does this inevitability mean AI coding-assistants can’t be a standalone business, but need to be in a bundle? 

Topic 7 - WTF Windsurf?

FEEDBACK?

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In the Enterprise, there is a spectrum forming of aggressive adopters and passive resistors to AI usage. While there are no best practices yet, C-suites are pushing. So what are you waiting for?

SHOW: 940

SHOW TRANSCRIPT: The Cloudcast #940 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:

• [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

• AI Eats the World (Benedict Evans)
• East Meets West 2025 (keynote presentation) 
• The State of Consumer AI (2025 - Menlo Ventures)

WHEN SHOULD YOU START ENGAGING WITH AI?

• Nobody wants to be told what to do; and everyone wants guidance on what to do
• [Experience from watching adoptions in the Enterprise]
• No job has ever been safe in the long run
• AI is like every new technology, it has a steep and long learning curve. But the beginning seems pretty easy. 
• Nobody knows AI best practices at this point
• Nobody knows good AI KPIs at this point
• Nobody understands AI costs at this point
• The “older” generation can build on their existing domain experience
• The “younger” generation has always figured out new ways to work, be creative
• Even CEOs aren’t the ultimate boss - the market, boards, peer pressure, etc. - they will push trends, sometimes without all the data

FEEDBACK?

Julian LaNeve (@JulianLaneve, CTO @astronomerio) discusses data pipelines, Apache Airflow, Astronomer’s managed offering, and the benefits of data pipelines for both developers and operations.

SHOW: 939

SHOW TRANSCRIPT: The Cloudcast #939 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" 

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website

SHOW NOTES:

• Astonomer.io website
• Apache Airflow

Topic 1 - Welcome to the show, Julian. Give everyone a quick introduction.

Topic 2 - Our topic today is Data Pipelines with Apache Airflow.  For those unfamiliar, provide an introduction to Apache Airflow and how Airflow manages data pipelines.

Topic 3 - What are the advantages of Apache Airflow vs. others in the space? What are the downsides? How does Airflow fit in with other Apache projects?

Topic 4 - I would imagine this is where Astronomer potentially comes into play. What makes Astonomer different from Airflow? What problems are you trying to solve for both developers and operations folks?

Topic 5 - What does a typical implementation look like? What growing pains do developers typically face when they need to introduce pipelining tools and begin standardization? Is it a scale issue? A complexity of tools issue? Integrations with infrastructure?

Topic 6 - One aspect I typically see with automation is security, especially at scale. What recommendations do you have for developers regarding security, particularly in the context of multi-tenancy, for data pipelines?

FEEDBACK?

• Email: show at the cloudcast dot net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

As we get to the mid-point of 2025, let’s take a look at where the cloud is - what’s doing well, what’s going through some changes, and what might be in store for the rest of 2025. 

SHOW: 938

SHOW TRANSCRIPT: The Cloudcast #938 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:

• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

• Digital Sovereignty concerns, investments and new laws outside the US 
• Growth of regional clouds? 
• Uncertainty in Azure, AWS - employee layoffs, review cycles, focus on non-AI projects/features
• East Meets West 2025 (keynote presentation) - See slide 27 (GPU share vs Cloud revenue share)
• Revenues: AWS ($116B run rate); Azure ($107.2B), GCP ($49B), Oracle Cloud ($12B IaaS, $16.8B SaaS), CoreWeave ($1B, since 2022) – OpenAI ($12-13B in 2025)
• NVIDIA ($130B)
• Massive Data Center build outs - Stargate ($500B), Meta ($60-65B), Grok/X ($10B)
  • AWS ($100B), Azure ($80B), 
  • Saudi Arabia (up to $100B)

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from June 2025.

SHOW: 937

SHOW TRANSCRIPT: The Cloudcast #937 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS"

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website

SHOW NOTES:

• Link to June 2025 News and Articles

FEEDBACK?

• Email: show at the cloudcast dot net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

As AI evolves into the Enterprise, will we see greater uptake of AI-native applications or AI add-on applications? Briandon Whichard (@bwhichard) and Cote (@cote) from Software Defined Talk explore the pros and cons. 

SHOW: 936

SHOW VIDEO: Watch the YouTube Live Recording of SDT Episode 525

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

This week, we try a shorter format inspired by the Dithering podcast. The conversation digs into the difference between apps built with AI from the ground up and those with AI bolted on after the fact.

Watch the YouTube Live Recording of SDT Episode 525

RUNDOWN

• Format inspired by Dithering
• An Interview with Cursor Co-Founder and CEO Michael Truell

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

Tanmai Gopal (@tanmaigo, CEO/Founder @HasuraQL) discusses the importance of reliability and trustworthiness for both generative and agentic AI. We discuss the pitfalls in existing data pipelines and how to enhance the results.

SHOW: 935

SHOW TRANSCRIPT: The Cloudcast #935 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

CLOUD NEWS OF THE WEEK:  http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS" 

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Hasura website
• Hasura GitHub

Topic 1 - Welcome to the show, Tanmai. Give everyone a quick introduction.

Topic 2 - Our topic today is Reliable and Trustworthy AI Agents. First off, what’s the problem we’re solving for here (define reliability and trustworthiness)? Are we solving for hallucinations? Reliability? Connecting private and Enterprise data to models with fine-tuning or RAG?

Topic 3 - How is reliability or trustworthiness measured? I would imagine this isn’t black and white, but maybe a bit more subjective?

Topic 4 - How do Agentic and GenAI differ, if at all, with this model? I would think that since Gen AI lends itself more to the creative side and Agent AI is very deterministic, the approaches to solving the problem might be different. Thoughts?

Topic 5 - Let’s talk about data pipelines. Today, many organizations take an off-the-shelf frontier or foundational model and then apply a RAG pipeline to it for customization. Sometimes fine-tuning is involved, but in my experience, this is the exception rather than the rule. What is wrong with that architecture today? How is this less reliable?

Topic 6 - Let’s talk about Hasura and PromptQL. As I understand it, you are decoupling query planning from execution, thereby creating a more deterministic AI workflow. Now… that’s a mouthful. Can you break down what this means and explain how the architecture differs?

FEEDBACK?

• Email: show at the cloudcast dot net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

Are the dynamics of the hyperscale cloud providers changing? Will the leaders of the last decade continue for the next 3-5 years, or the next decade? Let’s explore how the market is now rapidly changing.

SHOW: 934

SHOW TRANSCRIPT: The Cloudcast #934 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:

• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

• Andy Jassy (Amazon CEO) - Thoughts on Generative AI 
• AWS quarterly revenue growth 
• OpenAI struggling to meet deadline for $20B investment (including Microsoft)
• Inside Microsoft’s complex relationship with OpenAI
• Google Cloud quarterly revenues
• BG2 Podcast
• East Meets West 2025 (keynote presentation)

TECHNOLOGY WAVES CHANGE MARKET DYNAMICS; INCUMBENTS DON’T ALWAYS LEAD

• Revenues: AWS ($62B, 2021), Azure ($60B, 2021), GCP ($19B, 2021) 
• Revenues (run rate): AWS ($130B, 2025), Azure ($108B, 2025), GCP ($50B, 2025) 
• AWS is on 3rd CEO since pandemic; market questioning their AI strategy
• Azure + OpenAI alignment strategy went from strategic to questioned
• Google start-stop AI strategy, but coming together; but company breakup looming
• Apple AI strategy seems completely unknown (Siri,Apple Intelligence, devices, models?)
• Oracle seems to be rebounding around Oracle Cloud Infrastructure
• New hypercloud AI providers emerging? The Amazon/AWS 20%

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

Simon Yu (Co-Founder @SpeakeasyDev) discusses the rise of MCP servers, API integration into AI systems, including SDK generation, and the emergence of the Agentic web.

SHOW: 933

SHOW TRANSCRIPT: The Cloudcast #933 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Speakeasy website
• Speakeasy MCP Hub
• The NewStack article on MCP with Speakeasy

Topic 1 - Welcome to the show, Simon. Give everyone a quick introduction.

Topic 2 - API tooling and platforms for AI has become the hot topic this year. Of course, Agentic AI has made significant contributions to this. What trends do you see that we need to pay attention to? What problems are organizations trying to solve?

Topic 3 - Let’s dig into MCP Servers. The interest in MCP has taken off. At the highest level, why do they exist?

Topic 4 - MCP servers and all the recent announcements around an Agentic Web have me thinking… Do we need to prepare for an Internet where AI agents talk to each other? We had humans and GUIs (web frontends), then we saw the rise of APIs. Is this a third wave or an evolution of the API wave?

Topic 5 - How do SDKs and things like AI API tooling play into all of this? API tools to generate SDKs or AI documentation aren’t new. How does the abstraction of AI change this process?

Topic 6 - In our experience, API-level integrations are challenging to productize. Sometimes it comes down to something as simple as who is going to pay for it, and developers often have a voice and a seat at the table, but don’t have the budget. What has been your experience? 

Topic 7 - How does the business side of the house see an advantage to this? What metrics tend to matter and are measurable?

FEEDBACK?

• Email: show at the cloudcast dot net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

As Father's Day rolls around, we explore some tales from people taking on their first professional jobs, and how those lessons can relate to managers of newer hires.

SHOW: 932

SHOW TRANSCRIPT: The Cloudcast #932 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:

• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

SOMETIMES WE FORGET HOW CHALLENGING THAT FIRST JOB WAS

• Sometimes your first job(s) are just cogs in a machine - you work, but you don’t really care
• A tale of two first job searches and surrounding activities
• [Tale 1] Are you qualified for a job? Do you know how to do all the required things?
• “I’m about to do this first task, and I’m very nervous”
• “They keep giving me more things to do, and asking if I want more things to do”
• “Just run with it, own it”
• We meet 1:1 every week. Sometimes they miss/cancel the meeting. 
• Understanding the entrepreneur’s mindset and challenges
• [Tale 2] The fork in the road, and the road less travelled. 
• The job that doesn’t pay as well, but provides the necessary experience. 

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

Tobi Knaup (@superguenter, VP/GM of Cloud Native @Nutanix) talks about the evolution of the cloud-native ecosystem, the intersection of AI and Kubernetes, and expectations of the next few years.  

SHOW: 931

SHOW TRANSCRIPT: The Cloudcast #931 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

CLOUD NEWS OF THE WEEK:  http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS" 

SPONSORS:

• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud

SHOW NOTES:

• Nutanix Cloud Native
• The Cloudcast #211 - Mesosphere DCOS

Topic 1 - Welcome to the show! Full disclosure for everyone out there, I worked for Tobi at Nutanix. Give everyone a brief introduction and a little about your background.

Topic 2 - This is a throwback for our long-time listeners. We had Ben Hindman on episode #211 almost 10 years ago, when D2IQ was Mesosphere, and we also spoke to Dave Lester, who was at Twitter back in 2014.  I’m not going to ask you to catch everyone up on 10 years of your company and the history… but I will encourage everyone to go back and listen to that podcast. It is an excellent snapshot of the early days of cloud native and containers. Today, we will talk a bit about the state of cloud native. The most recent KubeCon EU was a few months ago. What were your thoughts around the event and the current state of the industry? 

Topic 3 - What are the most prominent challenges organizations face today with Cloud Native adoption?  You hear about the complexity, you hear about Kubernetes is a platform to build platforms… still true?

Topic 4 - Where do you think Cloud Native goes in the next 2-3 years? What technologies or design patterns (besides AI, we’ll talk about that later) evolve, and where does the next round of adoption come from?

Topic 5 - Let’s talk about storage and data services quickly. Data services for K8s is messy, really messy at times. Give everyone an overview of the problem at scale and the challenges, especially in multi-cloud environments, which I’m finding more and more.

Topic 6 - I’d be remiss if I didn’t mention AI and its impact in the space. AI came along and sucked all the air out of the room for a time. How do you think about AI today, now that the dust has settled a bit? Is it just an “app” to run on top? How will AI impact cloud native longer term?

FEEDBACK?

• Email: show at the cloudcast dot net
• Bluesky: @cloudcastpod.bsky.social
• Twitter/X: @cloudcastpod
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

As we try and predict the future, we explore the possibilities of technology augmenting or replacing the middle of the bell curve. What has history taught us, and where do we expect it to repeat itself or at least rhyme?

SHOW: 930

SHOW TRANSCRIPT: The Cloudcast #930 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:

• [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

• I Am Disappointed in the AI Discourse (Steve Klabnik)
• All My AI Skeptical Friends are Nuts (Thomas Ptacek)
• Pearl Jam - Porch (1991)

MOST OF US ARE THE MIDDLE TODAY….BUT WHAT ABOUT TOMORROW?

• I’d like to give you free intelligence. Later it might cost something, but it’ll be available
• If you choose not to engage with it, your job prospects might be limited in the future
• There ain’t gonna be any middle anymore - how does that relate to AI?
• “Hollowing out the middle”
• We can’t force people to use AI, but it’s going to be in the tools you use daily
• You probably have a choice now
• AI won’t have binary impacts on everyone (good/bad), but it’ll have impacts
• I understand that we don’t understand everyone else’s context, but we do have historical context

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod