Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from June 2025.SHOW: 937SHOW TRANSCRIPT: The Cloudcast #937 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNETÂ NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:Â "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 websiteSHOW NOTES:Link to June 2025 News and ArticlesFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
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AI-Native Applications vs. AI Add-On Applications
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: 936SHOW VIDEO: Watch the YouTube Live Recording of SDT Episode 525CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK 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 525RUNDOWNFormat inspired by DitheringAn Interview with Cursor Co-Founder and CEO Michael TruellFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
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Trustworthy AI Agents
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: 935SHOW TRANSCRIPT: The Cloudcast #935 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW 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 CloudSHOW NOTES:Hasura websiteHasura GitHubTopic 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 netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
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The Rapid Change of Cloud Dynamics
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: 934SHOW TRANSCRIPT: The Cloudcast #934 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK 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 OpenAIGoogle Cloud quarterly revenuesBG2 PodcastEast Meets West 2025 (keynote presentation)TECHNOLOGY WAVES CHANGE MARKET DYNAMICS; INCUMBENTS DON’T ALWAYS LEADRevenues: 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 strategyAzure + OpenAI alignment strategy went from strategic to questionedGoogle start-stop AI strategy, but coming together; but company breakup loomingApple AI strategy seems completely unknown (Siri,Apple Intelligence, devices, models?)Oracle seems to be rebounding around Oracle Cloud InfrastructureNew hypercloud AI providers emerging? The Amazon/AWS 20%FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
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Expanding AI Agents with MCP Servers & API Platforms
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: 933SHOW TRANSCRIPT: The Cloudcast #933 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW 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 CloudSHOW NOTES:Speakeasy websiteSpeakeasy MCP HubThe NewStack article on MCP with SpeakeasyTopic 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 netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
The Cloudcast (@cloudcastpod) is the industry's #1 Cloud Computing podcast, and the place where Cloud meets AI. Co-hosts Aaron Delp (@aarondelp) & Brian Gracely (@bgracely) speak with technology and business leaders that are shaping the future of business. Topics will include Cloud Computing | AI | AGI | ChatGPT | Open Source | AWS | Azure | GCP | Platform Engineering | DevOps | Big Data | ML | Security | Kubernetes | AppDev | SaaS | PaaS .
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