The Cloudcast

As AI evolves into the Enterprise, will we see greater uptake of AI-native applications or AI add-on applications? Briandon Whichard (@bwhichard) and Cote (@cote) from Software Defined Talk explore the pros and cons.  SHOW: 936 SHOW VIDEO: Watch the YouTube Live Recording of SDT Episode [https://youtu.be/VQYvNHZmZ-o] 525 [https://youtu.be/VQYvNHZmZ-o] CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw [http://bit.ly/cloudcast-cnotw] CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" [https://cloudcastbasics.net/] SHOW SPONSORS: * [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud [https://www.uscloud.com/?utm_source=Podcast&utm_medium=Cloudcast&utm_campaign=Awareness] * [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo [https://vasion.com/demo/?utm_medium=third_party&utm_source=podcast_sponsorship&utm_campaign=vp_Cloudcast_Podcast&utm_content=schedule_demo&utm_region_text] to see the difference for yourself. SHOW NOTES: This week, we try a shorter format inspired by the Dithering podcast. The conversation digs into the difference between apps built with AI from the ground up and those with AI bolted on after the fact. Watch the YouTube Live Recording of SDT Episode [https://youtu.be/VQYvNHZmZ-o] 525 [https://youtu.be/VQYvNHZmZ-o] RUNDOWN * Format inspired by Dithering [https://dithering.passport.online/member] * An Interview with Cursor Co-Founder and CEO Michael Truell [https://stratechery.com/2025/an-interview-with-cursor-co-founder-and-ceo-michael-truell-about-coding-with-ai/] FEEDBACK? * Email: show at the cloudcast dot net * Twitter/X: @cloudcastpod [https://twitter.com/cloudcastpod] * BlueSky: @cloudcastpod.bsky.social [https://bsky.app/profile/cloudcastpod.bsky.social] * Instagram: @cloudcastpod [https://www.instagram.com/cloudcastpod/] * TikTok: @cloudcastpod [https://www.tiktok.com/@cloudcastpod]

Tanmai Gopal (@tanmaigo, CEO/Founder @HasuraQL) discusses the importance of reliability and trustworthiness for both generative and agentic AI. We discuss the pitfalls in existing data pipelines and how to enhance the results. SHOW: 935 SHOW TRANSCRIPT: The Cloudcast #935 Transcript [https://docs.google.com/document/d/1FhyofB-l0pBypjJ_XMhhFPgJ9gJ5-SmcjASh5qqDDqI/edit?usp=sharing] SHOW VIDEO: https://youtube.com/@TheCloudcastNET [https://youtube.com/@TheCloudcastNET]  CLOUD NEWS OF THE WEEK:  http://bit.ly/cloudcast-cnotw [http://bit.ly/cloudcast-cnotw] NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS" [https://cloudcastbasics.net/]  SPONSORS: * [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo [https://vasion.com/demo/?utm_medium=third_party&utm_source=podcast_sponsorship&utm_campaign=vp_Cloudcast_Podcast&utm_content=schedule_demo&utm_region_text] to see the difference for yourself. * [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud [https://www.uscloud.com/?utm_source=Podcast&utm_medium=Cloudcast&utm_campaign=Awareness] SHOW NOTES: * Hasura website [https://hasura.io/] * Hasura GitHub [https://github.com/hasura/] Topic 1 - Welcome to the show, Tanmai. Give everyone a quick introduction. Topic 2 - Our topic today is Reliable and Trustworthy AI Agents. First off, what’s the problem we’re solving for here (define reliability and trustworthiness)? Are we solving for hallucinations? Reliability? Connecting private and Enterprise data to models with fine-tuning or RAG? Topic 3 - How is reliability or trustworthiness measured? I would imagine this isn’t black and white, but maybe a bit more subjective? Topic 4 - How do Agentic and GenAI differ, if at all, with this model? I would think that since Gen AI lends itself more to the creative side and Agent AI is very deterministic, the approaches to solving the problem might be different. Thoughts? Topic 5 - Let’s talk about data pipelines. Today, many organizations take an off-the-shelf frontier or foundational model and then apply a RAG pipeline to it for customization. Sometimes fine-tuning is involved, but in my experience, this is the exception rather than the rule. What is wrong with that architecture today? How is this less reliable? Topic 6 - Let’s talk about Hasura and PromptQL. As I understand it, you are decoupling query planning from execution, thereby creating a more deterministic AI workflow. Now… that’s a mouthful. Can you break down what this means and explain how the architecture differs? FEEDBACK? * Email: show at the cloudcast dot net * Bluesky: @cloudcastpod.bsky.social [https://bsky.app/profile/cloudcastpod.bsky.social] * Twitter/X: @cloudcastpod [https://twitter.com/cloudcastpod] * Instagram: @cloudcastpod [https://www.instagram.com/cloudcastpod/] * TikTok: @cloudcastpod [https://www.tiktok.com/@cloudcastpod]

Are the dynamics of the hyperscale cloud providers changing? Will the leaders of the last decade continue for the next 3-5 years, or the next decade? Let’s explore how the market is now rapidly changing. SHOW: 934 SHOW TRANSCRIPT: The Cloudcast #934 Transcript [https://docs.google.com/document/d/1pjTQ8be8ja3reCMyGKLCjjIeXJ0J_ZA65Am8gS_9Nh8/edit?usp=sharing] SHOW VIDEO: https://youtube.com/@TheCloudcastNET [https://youtube.com/@TheCloudcastNET]  CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw [http://bit.ly/cloudcast-cnotw] CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" [https://cloudcastbasics.net/] SHOW SPONSORS: * [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud [https://www.uscloud.com/?utm_source=Podcast&utm_medium=Cloudcast&utm_campaign=Awareness] * [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo [https://vasion.com/demo/?utm_medium=third_party&utm_source=podcast_sponsorship&utm_campaign=vp_Cloudcast_Podcast&utm_content=schedule_demo&utm_region_text] to see the difference for yourself. SHOW NOTES: * Andy Jassy (Amazon CEO) - Thoughts on Generative AI  [https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-on-generative-ai] * AWS quarterly revenue growth [https://www.statista.com/statistics/422273/yoy-quarterly-growth-aws-revenues/]  * OpenAI struggling to meet deadline for $20B investment (including Microsoft) [https://finance.yahoo.com/news/a-20-billion-clock-is-ticking-for-openai-as-microsoft-talks-turn-fractious-130006071.html?guccounter=1] * Inside Microsoft’s complex relationship with OpenAI [https://www.theverge.com/notepad-microsoft-newsletter/688964/microsoft-openai-relationship-notepad] * Google Cloud quarterly revenues [https://www.nextplatform.com/2025/04/30/google-cloud-revenues-and-profits-flattening-out/] * BG2 Podcast [https://www.bg2pod.com/] * East Meets West 2025 (keynote presentation) [https://drive.google.com/file/d/1Srl8Y4pBoKtNVYZBxmfj2TEMYM5tp1mE/view] TECHNOLOGY WAVES CHANGE MARKET DYNAMICS; INCUMBENTS DON’T ALWAYS LEAD * Revenues: AWS ($62B, 2021), Azure ($60B, 2021), GCP ($19B, 2021)  * Revenues (run rate): AWS ($130B, 2025), Azure ($108B, 2025), GCP ($50B, 2025)  * AWS is on 3rd CEO since pandemic; market questioning their AI strategy * Azure + OpenAI alignment strategy went from strategic to questioned * Google start-stop AI strategy, but coming together; but company breakup looming * Apple AI strategy seems completely unknown (Siri,Apple Intelligence, devices, models?) * Oracle seems to be rebounding around Oracle Cloud Infrastructure * New hypercloud AI providers emerging? The Amazon/AWS 20% FEEDBACK? * Email: show at the cloudcast dot net * Twitter/X: @cloudcastpod [https://twitter.com/cloudcastpod] * BlueSky: @cloudcastpod.bsky.social [https://bsky.app/profile/cloudcastpod.bsky.social] * Instagram: @cloudcastpod [https://www.instagram.com/cloudcastpod/] * TikTok: @cloudcastpod [https://www.tiktok.com/@cloudcastpod]

Simon Yu (Co-Founder @SpeakeasyDev) discusses the rise of MCP servers, API integration into AI systems, including SDK generation, and the emergence of the Agentic web. SHOW: 933 SHOW TRANSCRIPT: The Cloudcast #933 Transcript [https://docs.google.com/document/d/1pJybrm8FbG0aKtca05FkUPq6ic2XrtYJSuXz9dHoga0/edit?tab=t.0] SHOW VIDEO: https://youtube.com/@TheCloudcastNET [https://youtube.com/@TheCloudcastNET]  CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw [http://bit.ly/cloudcast-cnotw] NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" [https://cloudcastbasics.net/] SPONSORS: * [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo [https://vasion.com/demo/?utm_medium=third_party&utm_source=podcast_sponsorship&utm_campaign=vp_Cloudcast_Podcast&utm_content=schedule_demo&utm_region_text] to see the difference for yourself. * [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud [https://www.uscloud.com/?utm_source=Podcast&utm_medium=Cloudcast&utm_campaign=Awareness] SHOW NOTES: * Speakeasy website [https://www.speakeasy.com/company] * Speakeasy MCP Hub [https://www.speakeasy.com/mcp] * The NewStack article on MCP with Speakeasy [https://thenewstack.io/mcp-the-missing-link-between-ai-agents-and-apis/] Topic 1 - Welcome to the show, Simon. Give everyone a quick introduction. Topic 2 - API tooling and platforms for AI has become the hot topic this year. Of course, Agentic AI has made significant contributions to this. What trends do you see that we need to pay attention to? What problems are organizations trying to solve? Topic 3 - Let’s dig into MCP Servers. The interest in MCP has taken off. At the highest level, why do they exist? Topic 4 - MCP servers and all the recent announcements around an Agentic Web have me thinking… Do we need to prepare for an Internet where AI agents talk to each other? We had humans and GUIs (web frontends), then we saw the rise of APIs. Is this a third wave or an evolution of the API wave? Topic 5 - How do SDKs and things like AI API tooling play into all of this? API tools to generate SDKs or AI documentation aren’t new. How does the abstraction of AI change this process? Topic 6 - In our experience, API-level integrations are challenging to productize. Sometimes it comes down to something as simple as who is going to pay for it, and developers often have a voice and a seat at the table, but don’t have the budget. What has been your experience?  Topic 7 - How does the business side of the house see an advantage to this? What metrics tend to matter and are measurable? FEEDBACK? * Email: show at the cloudcast dot net * Bluesky: @cloudcastpod.bsky.social [https://bsky.app/profile/cloudcastpod.bsky.social] * Twitter/X: @cloudcastpod [https://twitter.com/cloudcastpod] * Instagram: @cloudcastpod [https://www.instagram.com/cloudcastpod/] * TikTok: @cloudcastpod [https://www.tiktok.com/@cloudcastpod]

As Father's Day rolls around, we explore some tales from people taking on their first professional jobs, and how those lessons can relate to managers of newer hires. SHOW: 932 SHOW TRANSCRIPT: The Cloudcast #932 Transcript [https://docs.google.com/document/d/1pjTQ8be8ja3reCMyGKLCjjIeXJ0J_ZA65Am8gS_9Nh8/edit?usp=sharing] SHOW VIDEO: https://youtube.com/@TheCloudcastNET [https://youtube.com/@TheCloudcastNET]  CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw [http://bit.ly/cloudcast-cnotw] CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" [https://cloudcastbasics.net/] SHOW SPONSORS: * [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud [https://www.uscloud.com/?utm_source=Podcast&utm_medium=Cloudcast&utm_campaign=Awareness] * [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo [https://vasion.com/demo/?utm_medium=third_party&utm_source=podcast_sponsorship&utm_campaign=vp_Cloudcast_Podcast&utm_content=schedule_demo&utm_region_text] to see the difference for yourself. SHOW NOTES: SOMETIMES WE FORGET HOW CHALLENGING THAT FIRST JOB WAS * Sometimes your first job(s) are just cogs in a machine - you work, but you don’t really care * A tale of two first job searches and surrounding activities * [Tale 1] Are you qualified for a job? Do you know how to do all the required things? * “I’m about to do this first task, and I’m very nervous” * “They keep giving me more things to do, and asking if I want more things to do” * “Just run with it, own it” * We meet 1:1 every week. Sometimes they miss/cancel the meeting.  * Understanding the entrepreneur’s mindset and challenges * [Tale 2] The fork in the road, and the road less travelled.  * The job that doesn’t pay as well, but provides the necessary experience.  FEEDBACK? * Email: show at the cloudcast dot net * Twitter/X: @cloudcastpod [https://twitter.com/cloudcastpod] * BlueSky: @cloudcastpod.bsky.social [https://bsky.app/profile/cloudcastpod.bsky.social] * Instagram: @cloudcastpod [https://www.instagram.com/cloudcastpod/] * TikTok: @cloudcastpod [https://www.tiktok.com/@cloudcastpod]