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The Cloudcast

Podcast The Cloudcast
Massive Studios
The Cloudcast (@cloudcastpod) is the industry's #1 Cloud Computing podcast, and the place where Cloud meets AI.  Co-hosts Aaron Delp (@aarondelp) & Brian Gracel...

Available Episodes

5 of 933
  • Welcome to the Bi-Modal Cloud Era
    After a decade of Bi-Modal IT discussion, we’ve now reached the era of Bi-Modal Cloud. Balancing traditional CPU-based cloud resources is now clashing with the demands of GPU-based AI cloud needs. Let’s explore!SHOW: 896SHOW TRANSCRIPT: The Cloudcast #896 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:Public cloud providers are missing the market with AI (David Linthicum, 2025)Why digital business needs bi-modal IT (Gartner, 2015)Microsoft / Azure earnings (Jan 2025)Alphabet / Google Cloud earnings (Feb 2024)Amazon / AWS earnings (Feb 2025)WHAT HAPPENS WHEN A BUSINESS HAS TO PRIORITIZE THE LOWER REVENUE PATHSWe’ve come full circle after 10+ yearsCan the clouds make all this CapEx spending work because of other businesses?Wait, is cloud interesting again?What is Bi-Modal Cloud?Is the cash cow still the cash cow?How do cloud providers prioritize cloud vs. AI?How do internal teams rationalize being profitable but unimportant?Stargate might be a crazy idea, but is an AI-cloud a crazy idea? FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
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  • Cloud & AI News of the Month - January 2025
    Brian Gracely, Aaron Delp, and Brandon Whichard discuss the top stories in Cloud and AI from January 2025 including the new DeepSeek model that is shaking up the industry.SHOW: 895SHOW TRANSCRIPT: The Cloudcast #895 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNETCLOUD NEWS OF THE WEEK:  http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS"SHOW NOTES:Link to January 2025 news and articlesSEGMENTS COVERED IN THE SHOW:Good Old Fashioned Cloud NewsThe AI Innovation Continues FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
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  • Shut up and write code!
    It feels like we’ve gone the last 15+ years of tech without really having to directly involve politics in the discussion. But that seems to be coming to an end, in a big way. Let discuss if we can discuss tech without discussing politics. SHOW: 894SHOW TRANSCRIPT: The Cloudcast #894 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:United States vs. IBMUnited States vs. MicrosoftOracle vs. Google (Java)EU vs. Apple (AppStore)EU vs. Google“Shut up and dribble” (2018)THE OLD SWIM LANES ARE NO LONGER INDEPENDENT AND ISOLATEDVendors are cloud providers, so they have to be involved in data location, and operating services (or allowing services to operate) - Oracle, Microsoft, Consumer companies are also enterprise companies - Google, AmazonCompanies are involved in 1st Amendment situations - Google, Amazon/WashPostAll tech companies are bidding for Gov’t contractsIntel is the target of the US Chips Act - govt subsidyAI overlaps copyright, data sovereignty, govt regulations/restrictionsNation-state funded security attacksFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
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  • Modernizing Video Production with AI
    Tim Huckaby (@TimHuckaby, CTO at Lucihub) talks about building modern AI applications to generate business video, the human vs AI interactions, and the importance of domain expertise. SHOW: 893SHOW TRANSCRIPT: The Cloudcast #893 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" SHOW NOTES:Lucihub (homepage)Lucihub - AI powered video creation platform (YouTube)Topic 1 - Welcome to the show. Tell us about your background…Topic 2 - Having seen a lot of technology evolution, how do you think about today’s possibilities with AI? Topic 3 - Let’s talk about Lucihub. They deliver video production using AI. Help us understand how their approach is different? (very curious about the interaction of AI and humans in the design of the platform)Topic 4 - What are the expectations of creators to interact with the AI parts of the system vs. the expectations to interact with humans? Topic 5 - How are you seeing companies compare the experience of using Lucihub vs. experience they had previously with non-AI agencies? Topic 6 - Your other passion is fly fishing. Do you find any symmetries between the nurture of fly fishing and your work with technology, or is it the contrast that you need to find a balance in your life? FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
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  • Big Announcements or BIG Announcements?
    At a time when many AI and Cloud announcements are happening, how can we determine which ones are important, disruptive, or just me-too? SHOW: 892SHOW TRANSCRIPT: The Cloudcast #892 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:Brian Gracely on Software Defined Interviews (podcast)The Stargate Project (Jan 2025)Deepseek models attempts to rival OpenAI (Jan 2025)Will Deepseek threaten US equity markets? (CNBC)REACTING AND PLANNING WHEN SO MANY BIG ANNOUNCEMENTS ARE HAPPENINGWhy is the announcement happening now?What are the facts of the announcement?How are Enterprises thinking about these announcements?How are Enterprises thinking about how this pace of change impacts their thinking?What are the technology impacts of the announcement?What are the direct economic impacts of the announcement? Secondary impacts?OpenAI profitability?NVIDIA ability to charge premium for leading-edge chips?Pricing for any AI offering (Co-Pilots, etc.)Write-offs of existing GPU/Training investments?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
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About The Cloudcast

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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