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 Sun...
Living the Claude-centric Life
SUMMARY: Brandon Whichard shares his journey into AI with a focus on Claude, exploring how it transforms productivity, coding, and daily workflows. The conversation covers practical setup tips, trust-building, and the future of AI-assisted work.
SHOW: 1013
SHOW TRANSCRIPT: The Reasoning Show #1013 Transcript
SHOW VIDEO: https://youtu.be/zEmEH0t67js
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Topic 1 - How long have you been living the Claude-life, and when did it dawn on you to make this...
Three Thoughts from NVIDIA GTC 2026
SUMMARY: Brian digs into Jensen’s NVIDIA GTC 2026 keynote and highlights three things - accelerated computing for everything, the complexity of the new inference stack, and the broader discussion of NVIDIA’s “open” software stack including NemoClaw.
SHOW: 1012
SHOW TRANSCRIPT: The Reasoning Show #1012 Transcript
SHOW VIDEO: https://youtu.be/aXOr91q76yM
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SHOW NOTES:
NVIDIA GTC 2026 (Keynote)NVIDIA NemoClaw - OpenClaw + OpenShell + NVIDIA Agent ToolkitNVIDIA adds Groq LPU to their rack systemsNVIDIA to invest $2...Kagenti - A Kubernetes Control Plane for AI Agents
SUMMARY: Morgan Foster talks about the Kagenti project, which enables an AI Agentic agnostic framework for security, authentication, identity and zero-trust.
SHOW: 1011
SHOW TRANSCRIPT: The Reasoning Show #1011 Transcript
SHOW VIDEO: https://youtu.be/djFZruLEDiw
SHOW NOTES:
Kagenti (homepage)Kagenti (use-cases)“Old Things that look like Agents”“What makes Agents different?”CNV - What Makes Agents Different?“Handing your phone to a stranger, why Agents need their own identity”Topic 1 - Welcome to the show. Tell us a li...
Code Red
SUMMARY: Brian talks about the rapidly expanding gap between people and companies that augment their work with AI and those who are making AI the center of their work world.
SHOW: 1010
SHOW TRANSCRIPT: The Reasoning Show #1010 Transcript
SHOW VIDEO: https://youtu.be/tFyLlCnkbsM
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WHY THE NEED FOR A CODE RED?
Velocity of Co...Inside OpenClaw and Open Source Innovation
SUMMARY: Sally O’Malley (Principle Software Engineer @RedHat, Maintainter @OpenClaw) talks about her early experiences of immersing herself into OpenClaw and evolution of the OpenClaw community.
SHOW: 1009
SHOW TRANSCRIPT: The Reasoning Show #1009 Transcript
SHOW VIDEO: https://youtu.be/7xARBtgiMQg
SHOW NOTES:
OpenClaw - Personal AI AssistantOpenClaw - RedditOpenClaw, OpenAI and the Future (Peter Steinberger - OpenClaw creator)OpenClaw Foundation (coming soon)Topic 1 - Welcome to the show. Tell us a little bit about your ba...
Understanding NeoClouds with Crusoe
Erwan Menard - SVP Product Management @Crusoe talks about…
SHOW: 1008
SHOW TRANSCRIPT: The Reasoning Show #1008 Transcript
SHOW VIDEO:
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SHOW NOTES:
Topic 1 - Welcome to the show. Tell us a bit about your background, and what you focus on now at Crusoe.
Topic 2 - There has obviously been a lot of cover...
What is an AI Agent?
OVERVIEW: Welcome to The Reasoning Show! We dig into one of the foundational building blocks of modern Generative AI, the AI Agent. So what is an AI Agent, and what do we need to think about for the next couple years?
SHOW: 1007
SHOW TRANSCRIPT: The Reasoning Show #1007 Transcript
SHOW VIDEO: https://www.youtube.com/@TheReasoningShow/
SHOW NOTES:
Topic 1 - We’re 3+ years into the Generative AI era. Why do you think AI Agents, or Agentic AI, is now...
AI & Cloud News of the Month - Feb 2026
This episode marks the transition from The Cloudcast to The Reasoning Show, focusing more on AI and cloud topics. Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss recent trends in AI, the evolution of tech teams, and the shifting landscape of enterprise AI tools.
SHOW: 1006
SHOW TRANSCRIPT: The Cloudcast #1006 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"
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Link to February 2026 News and ArticlesHow The Cloudcast is changing in 2026?
Aaron and Brian discuss how The Cloudcast will be changing going forward, signaling an industry shift from Cloud Computing to AI.
SHOW: 1005
SHOW TRANSCRIPT: The Cloudcast #1005 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"
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Topic 1 - What are we announcing? (“The Reasoning Show”, a.k.a. “Reasoning”)
New name, same RSS feeds (same podcast players)New logoSome existing/renamed and some new social media channels (will be listed)Same co-ho...What's Your Token Budget?
This episode explores the evolving economics of AI development, the rising costs associated with AI agents, and the implications for businesses and developers. It highlights the shift from centralized to decentralized computing, the importance of understanding token budgets, and the future of AI project management.
SHOW: 1004
SHOW TRANSCRIPT: The Cloudcast #1004 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw
CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"
CHAPTERS
Evaluating AI Models in 2026
Aaron and Brian review some of the latest AI model releases and discuss how they would evaluate them through the lens of an Enterprise AI Architect.
SHOW: 1003
SHOW TRANSCRIPT: The Cloudcast #1003 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"
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Last Week in AI Podcast #234Artificial Analysis.AIOpus 4.6 ReleaseGPT Codex 5.3 ReleaseGLM-5 ReleaseOpenAI Preparedness FrameworkSam’s Tweet that 5.3 Codex hit “high” ranking for cybersecurityFortune Article on 5.3 high rankingTAKEAWAYS
The frequency of AI model...Three AI Rooms to be a Fly on the Wall in 2026
As we move into Q1 2026, Brian talks about 3 rooms where he'd like to be a fly on wall to see the blueprints of significant AI companies shaping the markets.
SHOW: 1002
SHOW TRANSCRIPT: The Cloudcast #1002 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
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A FLY ON THE WALL IN 3 ROOMS IN 2026
Room1 - NVIDIA’s M&A Room (Chips, Software Stack, Hosting Services, Agentic Tools, etc.)Room...What do we wish we knew about the next 3 years of AI?
Aaron and Brian explore the evolving landscape of AI over the next three years, discussing its economic implications, political influences, technological advancements, partnership dynamics, changing buying patterns, and the potential impact on job creation and destruction. They emphasize the uncertainty surrounding AI's future and the need for understanding its broader implications.
SHOW: 1001
SHOW TRANSCRIPT: The Cloudcast #1001 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
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Stratechery (Ben Th...The Economics of Software Developers
If someone walked into your office today and asked you to build a framework for how to value software development, what would you think about it?
SHOW: 1000
SHOW TRANSCRIPT: The Cloudcast #1000 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
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Chainguard introduces Factory 2.0On running a startup of Claude Code agentsAgentic Product Development and the Theory of ConstraintsSoftware AbundanceHOW SHOULD SOMEONE THI...
The Future of Enterprise Software?
Are we ready to move into an era of wild predictions about where the future of Enterprise software is headed in 2026 and beyond?
SHOW: 999
SHOW TRANSCRIPT: The Cloudcast #999 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
The SPAC-king is going to fix legacy software All Enterprise software is dead Microsoft and Software Survival (Stratechery)WHAT HAPP...
The Rise of Digital Sovereignty
We take a listener question about digital sovereignty, tariffs and UK/EU independence from large US cloud providers, also Brian reaches out to the Melbourne, AUS listeners.
SHOW: 998
SHOW TRANSCRIPT: The Cloudcast #998 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 European Sovereign Cloud Azure European Sovereign ServicesGoogle Cloud Sovereign CloudRed Hat Digital SovereigntyBroadcom Digital SovereigntyOracle Digital Sov...AI & Cloud Trends for January 2026
Aaron Delp (@aarondelp), Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from January 2026.
SHOW: 997
SHOW TRANSCRIPT: The Cloudcast #997 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
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Link to January 2026 News and ArticlesFEEDBACK?
Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod10 Questions about what Cloud 2.0 might look like
Following on the discussion of the Cloud 1.0 to Cloud 2.0 transition, we explore what that future cloud might look like.
SHOW: 996
SHOW TRANSCRIPT: The Cloudcast #996 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
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Q1 - What didn’t Cloud 1.0 achieve from the grand vision?
Q2 - What seemed promising but might have been the wrong timing?
Q3...
The Cloudcast Playbook - Lessons from 1000 Shows
After 1000+ shows of The Cloudcast, when critical lessons have we learned about the industry, our our journey, and tips for anyone in tech.
SHOW: 995
SHOW TRANSCRIPT: The Cloudcast #995 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
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Lesson 1 - Why did we create The Cloudcast? [Career expansion]
Lesson 2 - How did we learn all the topics we covered? [Skills development]
<...It's the beginning of Cloud 2.0
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...RAG That Survives Production
SHOW: 992
SHOW TRANSCRIPT: The Cloudcast #992 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
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SHOW NOTES:
Tonic.ai websiteTonic Validate Product PageTonic Validate GitHubTopic 1 - Adam, welcome to the show. Give everyone a brief introduction.
Topic 2: Our topic today is RAG systems, specifically RAG in production. Let’s start with customization sources and types. When it comes to customizing off-the-shelf LLMs, RAG is one option, as is an MCP connection to a SQ...
20 Years of OSS Databases
Peter Zairsev (@PeterZaitsev, Founder of @Percona) talks about the history of OSS databases, and how AI is reshaping the demands on modern databases.
SHOW: 991
SHOW TRANSCRIPT: The Cloudcast #991 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"
SHOW NOTES:
Percona websiteTopic 1 - Welcome to the show, Peter. Give everyone a brief introduction, and we’ll also dig into the details of Percona after that.
Top...
AI & Cloud Trends for December 2025
Aaron Delp (@aarondelp), Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from December 2025.
SHOW: 990
SHOW TRANSCRIPT: The Cloudcast #990 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"
SHOW NOTES:
Link to December 2025 News and ArticlesFEEDBACK?
Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodCloud and AI Predictions for 2026
Aaron and Brian make some bold predictions for the 2026 Cloud and AI markets, as well as reviewing the biggest issues going into 2026.
SHOW: 989
SHOW TRANSCRIPT: The Cloudcast #989 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:
CLOUD & AI NEWS OF THE MONTH - NOV 2025 (show)CLOUD & AI NEWS OF THE MONTH - OCT 2025 (show)CLOUD & AI NE...The Craziest Year (so far) comes to a close
A lot changed in the world of Cloud and AI this year. And then it changed some more, and some more, and so more. The only constant was change.
SHOW: 988
SHOW TRANSCRIPT: The Cloudcast #988 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
IT WAS AN INTERESTING YEAR IN CLOUD AND AI TECHNOLOGY...
2025 State of AI in Review
Aaron and Brian review the Year in AI, hand out AI awards, and discuss the biggest AI trends from 2025. Maybe a few predictions will be made as well.
SHOW: 987
SHOW TRANSCRIPT: The Cloudcast #987 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw
CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"
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CLOUD & AI NEWS OF THE MONTH - NOV 2025 (show)CLOUD & AI NEWS OF THE MONTH - OCT 2025 (show)CLOUD & AI NEWS OF T...How AGI will change Everything, Everywhere
If an AGI falls in the woods and nobody can define it, did it actually fall? This week we make an exact prediction of when AGI will happen, and the 10 ways it will immediately change the world.
SHOW: 986
SHOW TRANSCRIPT: The Cloudcast #986 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
Planning for AGI and Beyond (OpenAI) Machines of...2025 State of Cloud in Review
Aaron and Brian review the Year in Cloud, hand out Cloud awards, and discuss the biggest cloud trends from 2025. Maybe a few predictions will be made as well.
SHOW: 985
SHOW TRANSCRIPT: The Cloudcast #985 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw
CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"
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SHOW NOTES
CLOUD & AI NEWS OF THE MONTH - NOV 2025 (show)CLOUD & AI NEWS OF THE MONTH - OCT 2025 (show)CLOUD & AI NEWS OF TH...Will there be a market for expert AI agents?
How difficult will it be to train and build an AI Agent that has expertise in a given domain? Will it happen in the next year, or 3 years or 10 years? And who will benefit in the marketplace from his evolution?
SHOW: 984
SHOW TRANSCRIPT: The Cloudcast #984 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw
CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"
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[Mailtrap] ...How AI is evolving Enterprise Infrastructure
Dan McConnell (Senior VP Product Management at @HitachiVantara) talks about how Enterprise infrastructure is having to evolve to keep up with the data challenges of AI.
SHOW: 983
SHOW TRANSCRIPT: The Cloudcast #983 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"
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[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure tha...The Future of PaaS
It's been nearly a decade since the last evolution of the PaaS platform, but AI has the potential to reshape and evolve this value concept. Let's explore that's possible.
SHOW: 982
SHOW TRANSCRIPT: The Cloudcast #982 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw
CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"
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[Mailtrap] Try Mailtrap for free[Interconnected] Interconnected is a new series fr...AI & Cloud Trends for November 2025
Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from November 2025.
SHOW: 981
SHOW TRANSCRIPT: The Cloudcast #981 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"
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[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just se...Things to be Thankful for
As the Thanksgiving weekend passes, let's look at some technology things that we're thankful for and excited about.
SHOW: 980
SHOW TRANSCRIPT: The Cloudcast #980 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw
CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"
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[Mailtrap] Try Mailtrap for free[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world ru...Time Series for AI
SHOW: 979
SHOW TRANSCRIPT: The Cloudcast #979 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"
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[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at Tes...After NVIDIA's Latest Earnings
Once again NVIDIA had a record earnings quarter (Q3FY26), but the strength of their on-going success will be dependent on many factors that may or may not be within their control. Let's explore those broader factors.
SHOW: 978
SHOW TRANSCRIPT: The Cloudcast #978 Transcript
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CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw
CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"
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[TestKube] TestKube is Kubernetes-native testing p...Shadow AI
SHOW: 975
Rohan Sathe, CEO and Co-Founder of Nightfall AI, discusses the rise of Shadow AI, where employees unknowingly leak sensitive corporate data through generative AI tools like ChatGPT. We explore how Nightfall's AI-native approach transforms autonomous systems to defend against AI-powered data exfiltration across SaaS apps, endpoints, and browsers.
SHOW TRANSCRIPT: The Cloudcast #975 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"
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[Mailtrap] Try Mailtrap for free[Interconnected] Interconnected is a new ser...Rational and Irrational AI numbers
Is the current level of AI funding and investment rational or irrational? Is it possible that it’s both at the same time? Let’s look at some numbers and the thought process behind them.
SHOW: 976
SHOW TRANSCRIPT: The Cloudcast #976 Transcript
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CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw
CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"
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[TestKube] TestKube is Kubernetes-native testing platf...2025 State of APIs
SHOW: 975
SHOW TRANSCRIPT: The Cloudcast #975 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"
SPONSORS:
[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/clo...All the new AI stuff all at once
In the history of technology era changes, things tend to change slowly at first, and then quickly all at once. We’ve now reached the beginning of the all-at-once era of AI change.
SHOW: 974
SHOW TRANSCRIPT: The Cloudcast #974 Transcript
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CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw
CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"
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[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all...AI & Cloud Trends for October 2025
Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from October 2025.
SHOW: 973
SHOW TRANSCRIPT: The Cloudcast #973 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"
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[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just se...
