The Cloudcast

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" SHOW SPONSORS: [Mailtrap] Try Mailtrap for free [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”. SHOW NOTES OpenAI looks to train their models to replace junior bankers WHAT WOULD BE THE STAGES OF AN EXPERT AGENT? Train it on a set of standard knowledge (e.g. Masters of Accounting, Auditing, International Tax) Train it on a set of well-defined case studies, to provide industry context Train it on a set of adjacent case studies and other domains (business, law, specific industries) How to train corner cases? How to train gray areas like ethics, morality, or cost-benefit analysis? Who is motivated to train these experts? What would the cost of these experts be? Can it be similar to a human, or need to be a fraction, or a premium? Is there a way to build memory (e.g. experience) without disclosing client information? Is there a way to build shareable knowledge between agents for reinforcement training/learning? FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod

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" 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”. [Mailtrap] Try Mailtrap for free SHOW NOTES: Hitachi Vantara (website) Topic 1 - Welcome to the show. Tell us about your background. Topic 2 - How is AI changing the way enterprises need to think about infrastructure? Topic 3 - What makes AI workloads so different from traditional workloads? How is AI exposing the limitations of broken cloud environments? Topic 4 - Where are organizations feeling the most pressure? What are the biggest misconceptions enterprises have about preparing for AI? Topic 5 - What problems come from managing separate systems? What is the biggest driving factor toward unified data platforms? Topic 6 - How is Hitachi Vantara helping customers handle the growing infrastructure demands created by AI? FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod

The PaaS of the future probably doesn't look anything like the PaaS of the past. AI should help bring in an era where we can abstract much more than just infrastructure to align technology and business. 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" SHOW SPONSORS: [Mailtrap] Try Mailtrap for free [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”. SHOW NOTES Vercel v0 Building Web Apps with just English and AI (Acquired podcast, Feb 2025) Vercel on The Cloudcast (2024) Vercel on The Cloudcast (2021) 8 tools to build your own PaaS (2025) IS PAAS READY TO TAKE THE NEXT STEP? Where could PaaS evolve to now? Can new PaaS services abstract the developer, and just focus on business logic and business ideas? What languages or design patterns would be mandated? (web only, mobile only, web + mobile? ) Can we template “best practices” enough to be reliable? Can we template compliances needed to handle financial transactions, customer data, etc.? Can troubleshooting become an automated service? Where was PaaS in the past? (Heroku, Google AppEngine, Cloud Foundry, Kubernetes) Language specific Cloud specific Abstracting the infrastructure and security 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 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" 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”. [Mailtrap] Try Mailtrap for free SHOW NOTES: Link to November 2025 News and Articles FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod

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" SHOW SPONSORS: [Mailtrap] Try Mailtrap for free [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/cloudcast SHOW NOTES THINGS TO BE THANKFUL FOR: Thankful for health Happy Birthday to ChatGPT The feature on an iPhone that remembers the code sent in an SMS message Role playing, brain storming, scenario planning on ChatGPT/Gemini Tools like Vercel that let non-programmers use AI to build apps (the future of PaaS) Tools like NotebookLM making complex stuff like LLM training, RAG patterns, True competition in the cloud market as differentiation emerges The beginnings of alternatives to NVIDIA in the AI HW Acceleration market The evolution of wearables like fitness trackers, or AirPods (better sound quality, noise cancelling, language translation, etc.) FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod

Evan Kaplan ( @ EvanKaplan, CEO @InfluxDB) talks about Physical AI and the evolving and emerging technologies required to bring AI to physical locations and activities. SHOW: 979 SHOW TRANSCRIPT: The Cloudcast #979 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/cloudcast [Mailtrap] Try Mailtrap for free SHOW NOTES: InfluxData homepage Evan on The Cloudcast #394 SpaceNews article on Time Series and AI in Space Time Series is critical to Physical AI Topic 1 - Welcome back to the show, Evan. Give everyone a brief introduction. Topic 2 - We last spoke in 2019, and our goal with that show was to give everyone an introduction to time series databases. There’s a link in the show notes for those who want to go back and get a refresher. But, if folks aren’t up to speed, give everyone a quick definition of time series and its impacts in recent years Topic 3 - First, we need to discuss Physical AI. What is Physical AI, and how is it different from, say, GenAI or Agentic AI? It seems that AI in the mainstream equates LLMs with AI, but that isn’t correct. We are talking about deterministic AI, not probabilistic solutions. Can you explain to everyone the difference and why it matters? Topic 4 - Why is the concept of time series so crucial to Physical AI? Additionally, you provided a great analogy comparing time series data collection to low-resolution and high-resolution images. Can you explain to everyone why this is so important? Topic 5 - Let’s talk about some use cases. How and where does this intersection of Physical AI and time series impact organizations the most? Is this specific to certain industries (robotics, aerospace, IoT, etc.) or specific collection mechanisms (telemetry, sensor data, etc.) Topic 6 - Are we shifting with AI to a state that is less reactive and more proactive with an active intelligence? Topic 7 - What kind of demands do real-time, modern workflows and data streaming place on the infrastructure? When I think of time series, I think of real-time data, which means ultra-low latency and processing near the source, among other things. FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod

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 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: [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/cloudcast [Mailtrap] Try Mailtrap for free [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”. SHOW NOTES: NVIDIA Earnings (Q3FY2026 - November 2025) WHAT WILL BE THE NEW METRICS AND MILESTONES TO TRACK? Customer Revenues (e.g. CoreWeave, OpenAI) “Alternatives” Revenues (e.g. Google/TPUs, AMD, China, etc.) Customer Success Stories (%ROI, Business Differentiation, Business Acceleration) Growth of Data Centers (e.g. buildouts, zoning approvals, etc.) Electricity Buildouts (e.g. nuclear, coal, alternative, regulatory changes, municipality adoption) Accounting Deep-Dives into NVIDIA (not fraud, but days receivables, inventory buybacks, etc.) $500B in back orders (Oracle, Microsoft, OpenAI, GrokAI) FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod

SHOW: 977 Rohan Sathe (@rssathe, CEO @NightfallAI) discusses the rise of Shadow AI, where employees unknowingly leak sensitive corporate data through generative AI tools like ChatGPT. SHOW TRANSCRIPT: The Cloudcast #977 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS: [Mailtrap] Try Mailtrap for free [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/cloudcast SHOW NOTES: Sunday Perspective touches on Shadow AI Nightfall website Topic 1 - Welcome to the show, Rohan. Give everyone a brief introduction, including your time at Uber Eats. Topic 2 - How do you define Shadow AI? We hear Shadow AI compared to Shadow IT back at the start of cloud. However, this looks different because everyone's learning curve is much smaller. For Shadow IT to happen, you had to know IT (servers, storage, etc.). Is this the correct way to think about the problem? Topic 3 - How big is the Shadow AI problem today? Topic 4 - Normally, data leaks would be discovered by traditional DLP (data loss prevention) tools. In my experience, those tools have been cumbersome and clunky, and you often face the classic trade-off between user productivity and security, as well as the need to lock down access. How has this mindset evolved in the era of AI? Topic 5 - What happens when AI-powered attacks meet AI-powered defense? Topic 6 - Let's talk about the technical architecture. How does Nightfall actually work across SaaS apps, endpoints, browsers, and AI tools? FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod

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 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: [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/cloudcast [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”. SHOW NOTES: A whole bunch of AI-related stats Sam Altman on BG2 podcast DO WE HAVE ANY IDEA HOW TO MEASURE THE IMPACT OF AI? How much is one model better than another (e.g. Gemini vs. CoPilot)? How much improvement should a software developer get? How much improvement should a knowledge worker get? How much cost savings should a chatbot provide? How long should it take to make a model understand a company’s data? How many workers can a company displace with AI? OpenAI in 2030 - 26 gigawatts could power between 3.7 million to 17.3 million modern GPU servers OpenAI in 2035 - 50 gigawatts could power between 37 million to 173 million modern GPU servers FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod

James Higginbotham (@launchany) discusses the evolution of API usage across developers, modern applications and 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/cloudcast SHOW NOTES: LaunchAny website apicoach.io (note) Lessons learned after a decade of API Strategy Latest book: “Principles of Web API Design: Delivering Value with APIs and Microservices (Addison-Wesley under the Vaughn Vernon signature series) Upcoming report on AI-Assisted API Design James on The Cloudcast #153 James on The Cloudcast #435 Topic 1 - Welcome back to the show James. It’s hard to believe it’s been 11 years since we last spoke on the show! Give everyone a brief introduction. Topic 2 - To say we’ve come a long way with APIs as an industry is an understatement. But let’s set the table for everyone. In your interactions with Enterprise customers, what trends or standards are currently top of mind? Topic 3 - You wrote an article (link in show notes) titled Lessons after a Decade of API Strategy. What struck me from the article was the combination of technology, business, and even culture, all of which have to come together. When talking to Enterprises these days, have we moved past understanding what APIs are and straight to solving problems with APIs? Topic 4 - What are the most common use cases you see today? API transformation? API sprawl and consolidation/documentation? Integration of SaaS/3rd party services? Topic 5 - No conversation would be complete without a discussion about AI and AI’s impact on API’s. I view this in several different ways. AI is creating APIs, and AI is being consumed through APIs. How do you think about AI and its impact? What’s changed and what has stayed the same? Topic 6 - Second aspect to the AI topic, where and how does security fit into this intersection of AI and APIs? FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod

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 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: [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/cloudcast [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”. SHOW NOTES: The Benefit of Bubbles (Stratechery) Cube Research - Energy needs of AI Are we building AI for Progress or Power? (Prof G Markets) Amazon earnings call (Oct 2025) transcript Microsoft Azure earnings call (Oct 2025) transcript WHAT WAS THE LEADING AI TREND FOR EACH YEAR? 2022 - What is ChatGPT 2023 - What can GenAI do? (Jobs, Skills, etc.) 2024 - Alternatives to OpenAI and NVIDIA, Where is Google?, Where is AWS? 2025 - Open source in AI, AI Regulations, AI Partnerships, Deep Seek, AI Agents, AI Funding, AI Power Challenges, AI Gov’t Involvement 2026 - ??? 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 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" 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/cloudcast SHOW NOTES: Link to October 2025 News and Articles FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod

Patterns in technology tend to eventually repeat themselves (or at least rhyme), and Amazon is beginning to repeat some of the patterns of Cisco from the early 2000s SHOW: 972 SHOW TRANSCRIPT: The Cloudcast #972 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: [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/cloudcast [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”. SHOW NOTES: Staying nimble and continuing to strengthen our organization (Amazon, Oct 2025) Strengthening our culture and teams (Amazon, Sept 2024) Amazon Leadership Principles WHERE ARE THE BIGGEST AI RISKS? Significant changes from one industry era to the next (Internet to SaaS, Cloud to AI) Once dominant position in a market now appears less dominant (Worth more than next 20 competitors; 7yr head start) Guiding cultural principles well-known within the company - start adding more and more to them Employee motivation driving by stock price as much as work activities Culture evolves and erodes over time as the business changes and evolves - it’s nearly impossible to reset the company culture Companies can rebound from being lost in the woods, but it’s very, very difficult Death by 1000 cuts in a virtuous cycle - employees are constantly more worried about job status than project status - the perception of who gets to make mistakes and who is responsible for mistakes FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod

Soham Mazumdar, CEO @WisdomAI_inc, discusses how organizations can break free from the "drowning in data but starving for insights" paradox that plagues modern enterprises. SHOW: 971 SHOW TRANSCRIPT: The Cloudcast #963 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/cloudcast SHOW NOTES: WisdomAI website Topic 1 - Welcome to the show, Soham. We overlapped briefly at Rubrik. Give everyone a quick introduction and tell everyone a bit about your time at Google prior to Rubrik Topic 2 - You helped scale Rubrik from inception to a $5.6 billion IPO in 2024. What was the "aha moment" that made you leave that success to tackle the enterprise data analytics problem with WisdomAI? Topic 3 - Let's define the core problem. Organizations invest heavily in modern data platforms - Snowflake, Databricks, etc. - but there is the term "drowning in data but starving for insights." What's broken in the traditional BI stack that prevents business users from getting answers? Topic 4 - How do agentic AI and BI fit together? WisdomAI introduces the concept of "Knowledge Fabric" and agentic data insights. Break this down for us - how does this fundamentally differ from traditional dashboards and BI tools? Topic 5 - One of the biggest challenges with GenAI in enterprise settings is hallucination. You've emphasized that WisdomAI separates GenAI from answer generation. How does your approach tackle this critical trust issue? Topic 6 - Let's talk about data integration complexity. Your platform works with both structured and unstructured data - Snowflake, BigQuery, Redshift, but also Excel, PDFs, PowerPoints. How do you handle this "dirty" data reality that most enterprises face? Topic 6a - With so much data, how do most organizations get started? What’s a typical use case for adoption? FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod

Why are 95% of AI projects struggling to create positive ROI, according to a recent MIT study? Do businesses need help getting those first few AI projects started and driven to success? SHOW: 970 SHOW TRANSCRIPT: The Cloudcast #970 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: [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/cloudcast [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”. SHOW NOTES: MIT Study - The State of AI in Business (2025) The Information - Interview with Vihod Khosla (Oct 2025) WHERE ARE THE BIGGEST AI RISKS? Why are Businesses struggling with AI projects in 2025? What are simple steps to make AI projects successful? FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod

Monzy Merza (@monzymerza, CEO/Founder @Crogl) talks about build a next-generation Enterprise SOC by leveraging AI to stay ahead of Cybersecurity threats. SHOW: 969 SHOW TRANSCRIPT: The Cloudcast #969 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: [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/cloudcast SHOW NOTES: Crogl website TechCrunch article Forbes Article Intellyx Article Last WatchDog Article Topic 1 - Welcome to the show, Monzy. Give everyone a brief introduction and tell us about your unique journey from government research to Splunk to Databricks to founding Crogl. Topic 2 - Let's start with the current state of cybersecurity and AI. We're seeing headlines about AI being the top cybersecurity concern for 2025, even overtaking ransomware. From your perspective, what's driving this shift and why should organizations be paying attention to the intersection of cybersecurity and AI? Topic 3 - You've described Crogl as an "Iron Man suit" for security analysts. That's a compelling metaphor. Can you break down what you mean by that and how your approach differs from the traditional "reduce alerts" mentality that most vendors have been pushing? Topic 4 - Let's talk about your "knowledge engine" and what you call an “AI for the Enterprise SOC”. You're using compound AI systems with LLMs, smaller models, and knowledge graphs. This sounds quite different from vendors who are just "bolting on" LLMs to existing tools. Walk us through this architectural decision and why it matters. Topic 5 - The cybersecurity industry is experiencing massive alert fatigue - 4,500 alerts per day, with analysts only able to investigate 8-25 of them. Your philosophy is "every alert should be analyzed" rather than filtering them out. That seems counterintuitive to what the market has been doing. How does your autonomous investigation approach actually work in practice? Topic 6 - Where do you see this evolution heading, and what are the implications for SOC teams and security practitioners? Are we heading toward fully autonomous SOCs? FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod I

What happens when the biggest technology trend is built on economics that don't make any sense when viewed end-to-end? Eventually, some aspect has to change, but which one? SHOW: 968 SHOW TRANSCRIPT: The Cloudcast #968 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: [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/cloudcast [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”. SHOW NOTES: Tokens are getting more expensive Nvidia Earnings, Moats and China, Nvidia vs. the AI Labs Oracle Assures Investors on AI Cloud Margins as It Struggles to Profit From Older Nvidia Chips WHERE ARE THE BIGGEST AI RISKS? Jensen Huang (NVIDIA CEO) is convinced that the future will be built on always having the most advanced GPUs and Frontier Models. Oracle is telling investors that they will significantly increase profit margins between now and 2028-30, although they have low margins now and they don’t make high margins on older chips The economics of AI (reasoning models, high#s of AI tokens) is in contrast to the established SaaS business model. Right now everything AI-associated has a high valuation, but these forces are working against each other. Which one is going to give first? FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod

Animesh Koratana (@akoratana, Founder of @playerzero_ai) discusses how agentic AI is transforming software quality assurance through predictive code simulation, and how teams can shift from reactive debugging to proactive problem prevention in the era of AI-generated code. SHOW: 967 SHOW TRANSCRIPT: The Cloudcast #967 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: [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/cloudcast SHOW NOTES: PlayerZero website Topic 1 - Welcome to the show Animesh. Tell us about your background and your involvement in. Topic 2 - Let's start with the core problem you're solving. What is "predictive software quality" and why is this becoming critical now, especially in the era of AI-generated code? Topic 3 - How does agentic code simulation work, and what makes it different from traditional testing approaches? Topic 4 - This feels like it democratizes software quality beyond just engineering teams. How does PlayerZero work across different roles - developers, QA, product managers, and support teams? Topic 5 - Integration and workflow - how does PlayerZero fit into existing CI/CD pipelines and development workflows? What does the implementation look like Topic 6 - Let's talk about scale and complexity. How does PlayerZero handle large, distributed systems with microservices, databases, and complex architectures FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod

Three years since the launch of ChatGPT, what does the landscape of Enterprise AI look like today? What’s working, what’s struggling and what’s still unknown? SHOW: 966 SHOW TRANSCRIPT: The Cloudcast #966 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: [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/cloudcast [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”. SHOW NOTES: HOW ARE ENTERPRISES USING AI IN LATE 2025? 5% have a clear vision of how to apply Predictive and Generative AI to a set of use-cases that drive differentiation, productivity improvements and cost reductions. They are keeping the details close to the vest. 10% have allocated about 3-5% of their IT budgets to AI, typically from a C-level mandate, and have given it to Microsoft or Google. They have checked “the business is AI-enabled” and signaled to the market that they have fully embraced AI. The market is rewarding these companies at higher multiples. 85% aren’t sure what use-cases to focus on, have unrealistic expectations during POCs, and are focused on the “no” areas instead of their own learning curves. Enterprises don’t have great visibility into AI costs, and limited baselines of what AI should cost - pay for outcomes, pay for seats, pay for tokens, or pay for GPUs? Enterprises don’t have easy access to GPUs outside of via SaaS services - makes it challenging for Private or Sovereign AI demand to be met Right now, there is no simple way for Enterprises to build AI Agents Right now, there is no simple way for Enterprises to share AI experience / learning curve - AI is a very individualized experience FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod

Alan Lefort (CEO, @StrongestLayer) discusses how LLM-powered reasoning is transforming phishing security from reactive pattern-matching to predictive threat detection, and why traditional rule-based systems can no longer defend against sophisticated AI-generated phishing attacks. SHOW: 965 SHOW TRANSCRIPT: The Cloudcast #965 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: [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/cloudcast SHOW NOTES: Website StrongestLayer Research Topic 1 - Welcome to the show Alan. Tell us about your background and your involvement in Cybersecuity. Topic 2 - Let's start with the core challenge. You've said that "if only AI can defend against weaponized AI" - what specific gap in traditional email security did you identify that led to this philosophy? How are AI-powered phishing attacks fundamentally different from what we've seen before? Topic 3 - How does this attack vector demonstrate the limitations of rule-based security systems, and why can't traditional pattern matching keep up? Topic 4 - Let's break down your TRACE (Threat Reasoning and AI Correlation Engine) architecture. You've described it as "LLM-as-master" rather than "LLM-as-add-on." What does this fundamental architectural difference mean for threat detection, and how does it help? Topic 5 - You discuss "pre-campaign detection," which involves identifying potential phishing campaigns weeks before emails are sent. This sounds like moving from reactive to predictive security. How does your system correlate technical intelligence with business context to achieve this early warning capability? Topic 6 - From an implementation standpoint, how do organizations integrate LLM-powered reasoning into their existing security stacks? What's the deployment model, and how do you handle the challenge of reasoning about business context without exposing sensitive organizational data? FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod

As cloud matures, could the hyperscale cloud providers start looking to acquire SaaS providers to build out a bundled application portfolio? Or are the demands of AI investment too much to pursue that strategy? SHOW: 964 SHOW TRANSCRIPT: The Cloudcast #964 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: [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/cloudcast [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”. SHOW NOTES: Clouded Judgement (Jamin Bell) 100 Biggest SaaS Companies COULD THE CLOUD HYPERSCALERS START LOOKING TO ACQUIRE SAAS COMPANIES? Do the hyperscalers start acting like Private Equity to acquire SaaS revenue streams? Do the hyperscalers start moving from primitive providers to bundlers? Do the hyperscalers have to make a choice between AI/CAPEX investment and SaaS investment? Do the hyperscalers figure out a way to spin-off the AI/CAPEX portions of their business for a period of time? 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 September 2025. SHOW: 963 SHOW TRANSCRIPT: The Cloudcast #963 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/cloudcast SHOW NOTES: Link to August 2025 News and Articles FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod

Between the bold predictions, VC economics, and rising usage-patterns are stories of limited ROIs, undefined use-cases and associated job losses. AI is in an awkward phase of maturity and it’s not clear how it will evolve into the next phase. SHOW: 962 SHOW TRANSCRIPT: The Cloudcast #962 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: [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/cloudcast [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”. SHOW NOTES: THE SPECTRUM OF AI The early years of the Internet, we tried to replicate physical-based activities The early years of the Internet, the whole industry/world-economy wasn’t depending on “the next thing” The early years of AI, “the leaders” are talking about curing cancer and double human longevity Cloud had “lift and shift”; AI has “get everyone a GenAI license” Where is the middle? Where is the rational discussion? Massive Funding Massive # of Consumer Users From Ed to Sam, from Dario to Satya, from Jensen to Larry …. Big spectrums of opinions Unprofitable (except NVIDIA, Broadcom) Near monopoly of GPUs by NVIDIA Every couple months, the landscape seems to shift (OpenAI partners, Leading models, Questionable Enterprise ROI - lots of “we gave everyone GenAI, but we don’t know how to measure it” Companies are laying off workers, or avoiding hiring because of promises of AI Unknown “killer” use-cases beyond chatbots, therapy, developer-assistants, writing, document handling Today’s mantra is “Rub some AI Agents on it” FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod

Stephan Donze (@sdonze CEO @AODocs), discusses the enterprise unstructured data crisis, where 80% of business data remains untapped due to legacy system limitations and the challenges of AI-powered document management at scale. We explore how AI agents can transform document workflows while maintaining trust and compliance, the architectural principles needed for cloud-native document management, and why traditional search fails in the age of generative AI. SHOW: 961 SHOW TRANSCRIPT: The Cloudcast #961 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/cloudcast SHOW NOTES: AODocs website Topic 1 - Welcome to the show, Stephan. Give everyone a quick introduction. Topic 2 - We hear all the time about unstructured data and the continual growth in the Enterprise. I’ve heard numbers of upwards of 80% of all corporate data is unstructured. I’ve worked at several companies and supported a significant number of customers over the years, and I can count on one hand how many say they have “control” of their data. How did this come to be, and is the problem as big as I think? Topic 3 - The second part of this, and this might be an even bigger problem, is how much of the data is used? Too many needles in the haystack, if you will. How does Agentic AI address this challenge, and where do traditional document management systems fail? Topic 4 - We’ve talked about data quality in the past on the show, and I’m wondering if this also becomes an issue. Let’s say you have a bunch of draft documents leading up to the final version. Is it possible that improper version control and/or we’re back to a data quality problem of finding the “final version” needle in the haystack? How does AI prevent this and also not hallucinate an answer that may not be true? Topic 5 - Some have called AI’s ability to absorb and report on data just fancy search. What are your thoughts on this? Where and how does traditional search differ from Agentic AI management? Topic 6 - I also see this as being so much more than indexing and reporting on documents. There is also the concept of automation and workflows that agentic AI can improve upon. What use cases are your customers implementing? Topic 7 - Where do you think the industry will go in the next 2-3 years? FEEDBACK? Email: show at the cloudcast dot net Bluesky: @cloudcastpod.bsky.social Twitter/X: @cloudcastpod Instagram: @cloudcastpod TikTok: @cloudcastpod

How is it possible that smart people both love and hate AI? Does it matter how smart you are, or just how you interact with AI? SHOW: 960 SHOW TRANSCRIPT: The Cloudcast #960 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: [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/cloudcast [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”. SHOW NOTES: WHAT TYPES OF SMART PEOPLE LOVE AND HATE AI? Acquihires Early Stock Buyouts AI = Aggregated (or Augmented) Interns Domain-Experts Senior White Collar Workers FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod