1077 - From $2 Trillion to $20 Trillion: What Anthropic Has to Become Beyond Claude
Brian and Brandon debate what Anthropic has to become if its IPO succeeds and, in Brian’s hypothetical, it must grow from a $2 trillion comp...
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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 1,112 episodesAI & Cloud News - End of October 2026
Brian and Brandon follow the money through a big month in AI, starting with Cisco president Jeetu Patel handing a 27-year-old ex-founder fro...
OpenClaw Enterprise: Making AI Agents Safe for the Enterprise
Brian interviews Derek Carr and Mrunal Patel, distinguished engineers at Red Hat, about OpenClaw Enterprise, the new open-source project tha...
Confidence or Con? The Psychology of Tech’s Boldest Leaders
Brian and Brandon take a detour from the usual tech news to ask a question every enterprise buyer of AI should be asking: why do some of tec...
Never Do the Same Work Twice: Rethinking CI for the Agent Era with Dan Manges
Brandon interviews Dan Manges, co-founder and CEO of RWX, about why continuous integration is the bottleneck for engineering teams working w...
AI News - Mid-October 2026
Brian and Brandon open mid-October’s AI news of the month by asking whether a yes-or-no answer engine like Jev could have saved the Commande...
A Cloud Nobody Owns: Sovereign Infrastructure for the Agent Era with Dominic Williams
Brandon interviews Dominic Williams, founder, president, and chief scientist of the DFINITY Foundation, about the Internet Computer and why...
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...
AI 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...