The New, New Kingmakers: Agents, Developers, and the Future of Software with Stephen O'Grady
Brandon interviews Stephen O'Grady, principal analyst and co-founder of RedMonk, about his 2013 book *The New Kingmakers* and his recent fol...
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The Cloudcast (.net) - Weekly Cloud Computing Podcast
Aaron Delp and Brian Gracely host this award-winning weekly podcast to discuss the technology and organizational changes that are driving the convergence of today's Data Centers and Cloud Co...
Episodes
20 of 1,105 episodesAI News for End of September 2026
Brian(@bgracely) and Brandon(@bwhichard) discuss the biggest AI news stories from the second half of September 2026. Oracle sent a force maj...
The Anthropic IPO?
We review the potential Anthropic IPO, in the context of revenue trajectory, expense trajectory and planned commitments, past and future fun...
The OpenAI IPO?
We review the potential OpenAI IPO, in the context of revenue trajectory, expense trajectory and planned commitments, past and future fundin...
How Do Regulated Enterprises Deploy Private, Secure AI?
Aaron interviews Ivan Lee, founder and CEO of Datasaur, about what it takes to build private, secure AI for regulated enterprises. Lee trace...
AI News for Mid-September 2026
Aaron and Brandon cover what the week's news means for enterprise buyers. They question whether Oracle's reported $664 billion backlog is du...
Building AI Agents That Support Enterprise Teams
Aaron interviews Diego Oppenheimer, general partner at the AIT Fund (the venture fund behind the AI Tinkerers builder community), about what...
Securing AI Agents in the Enterprise: NanoClaw, Zero Trust Guardrails, and Governance at Scale
Brian and Aaron interview Gavriel Cohen, co-founder and CEO of Nanoco and creator of the open-source agent framework NanoClaw, about securin...
How Open-Source is Reshaping the AI Infrastructure Stack
Aaron interviews David Aronchick, CEO @ Expanso (former PM lead for Kubernetes, Kubeflow co-founder, and open-source ML leader at Azure) abo...
Vitamins vs. Pain Killers vs. Whippets - The Enterprise AI Adoption Problem
Brian, Brandon, and Aaron discuss enterprise AI adoption using the sales analogy of whether AI is a “vitamin” or a “painkiller,” arguing tha...
AI News of the Month - August 2026
Aaron, Brian, and Brandon cover major stories including NVIDIA’s record quarter and continued growth forecasts, alongside concerns about dec...
AI Watermarking: Compliance Theater or Real Provenance Tool
SUMMARY: Brian, Brandon, and Aaron focus on AI watermarking, driven largely by EU transparency requirements, and discuss how approaches like...
Your AI Project Doesn't Need More Agents
SUMMARY: Brandon speaks with Rich Ziade, co-founder and CEO of Aboard, about why enterprise AI projects fail without real discovery, why "ag...
NVIDIA's Pivot from Chipmaker to Financier
SUMMARY: Brian, Brandon, and Aaron discuss news about Nvidia’s reported $105B backing of OpenAI’s Ohio data center and what it implies for G...
Own Your AI Weights or Rent Them?
SUMMARY: Brandon and Aaron discuss the pros and cons of owning or renting your model weights. What does that mean for the Enterprise, and wh...
Will OSS Models Take Over?
SUMMARY: This episode is the second part and explores the flip side of OSS models. Last episode, we discussed the potential decline; this ep...
Are We Seeing The End Of OSS Models?
SUMMARY: In this episode, Aaron and Brandon explore the potential decline of open-source models in AI, discussing market trends, financial c...
The Zitron Bear Case: What's Right, What's Wrong?
SUMMARY: In this episode, Aaron and Brandon tackle the provocative critiques of AI by Ed Zitron, a vocal opponent in the tech industry. They...
Do You Even Need That Trillion-Parameter Model?
SUMMARY: We continue our Models and Money series. In this episode, Brian and Aaron explore the current state and future of AI models, focusi...
AI News of the Month - July 2026
SUMMARY: Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard) discuss the biggest AI news stories from the month of July 2026. SHOW:...