The Cloudcast

By 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 Gracely (@bgracely) speak with tec

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FAQs about The Cloudcast:

How many episodes does The Cloudcast have?

The podcast currently has 1,028 episodes available.

The Cloudcast episodes:

December 07, 2025The Future of PaaS
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
...more
21min
December 03, 2025AI & 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"
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
...more
41min
November 30, 2025Things 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"
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
...more
19min
November 26, 2025Time Series for Physical AI
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
...more
30min
November 23, 2025After 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
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
...more
23min
November 19, 2025Shadow AI
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
...more
26min
November 16, 2025Rational 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
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
...more
32min
November 12, 20252025 State of APIs
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
...more
36min
November 09, 2025All 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
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
...more
19min
November 05, 2025AI & 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"
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
...more
51min

FAQs about The Cloudcast:

How many episodes does The Cloudcast have?

The podcast currently has 1,028 episodes available.

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