The Reasoning Show - podcast cover

The Reasoning Show

Massive Studioswww.reasoning.show

The Reasoning Show AI moves fast. Thinking clearly matters more.


The Reasoning Show cuts through the hype to explore how the smartest people in enterprise AI actually make decisions — the strategy, the tradeoffs, and the hard lessons no press release mentions.


Every week, hosts Aaron Delp and Brian Gracely sit down with the founders building the tools, investors funding the shift, and operators running AI in the real world. Not hype. Not panic. Just clear-headed conversations with people who have to make actual decisions.


Because the AI revolution isn't just happening. It's being reasoned through. 

New shows every Wednesday and Sunday. 


Topics: Enterprise AI strategy · LLMs in production · AI leadership · Agentic AI ·  Digital Sovereignty · Machine Learning · AI startups ·  Cloud Computing 

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Episodes

AI & Cloud Trends for September 2025

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 explor...

Oct 01, 202543 min

The AI Awkward Years

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-na...

Sep 28, 202527 min

AI Agents for Unstructured Data

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 Cloudca...

Sep 24, 202526 min

Two Obseervations about Smart People and AI

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 empow...

Sep 21, 202524 min

The Return of Bare Metal?

Todd Robinson, Founder and President of OpenMetal.io, discusses the resurgence of bare metal infrastructure driven by AI workloads, digital sovereignty requirements, and companies reassessing public cloud economics. The conversation explores how organizations are finding cost and control advantages in bare metal solutions, particularly for long-running applications. It examines OpenMetal's open-source approach using technologies like Ceph and OpenStack to deliver flexible infrastructure alternat...

Sep 17, 202529 min

Exploring Oracle Cloud's Evolution

How did Oracle Cloud (with OpenAI) suddenly command the news cycle, with a chance to potentially overtake much larger clouds in a few years? Let’s explore how Oracle’s focus on bare-metal and bandwidth might have ripple effects on Cloud and AI. SHOW: 958 SHOW TRANSCRIPT: The Cloudcast #958 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-...

Sep 14, 202534 min

Kubernetes-native Continuous Testing

Ole Lensmar (@olensmar, Founder/CTO at @TestKube_io) discusses how Kubernetes-native testing platforms are designed to address limitations in traditional CI/CD testing workflows. The conversation covers how TestKube differs from existing testing environments, expands test coverage opportunities for development and QA teams, and provides best practices for testing in Kubernetes environments. SHOW: 957 SHOW TRANSCRIPT: The Cloudcast #957 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET ...

Sep 10, 202532 min

Where is the Android of AI?

Apple’s iPhone had the Android ecosystem, but where is the Android of AI going to come from to challenge the OpenAI/NVIDIA duopoly? Let’s explore the possibilities. SHOW: 956 SHOW TRANSCRIPT: The Cloudcast #956 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: [DoIT] Visit doit.com (that’s d-o-i-t.com ) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence. [...

Sep 07, 202524 min

AI & Cloud Trends for August 2025

Brian Gracely (@bgracely) Aaron Delp (@aarondelp) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from August 2025. SHOW: 955 SHOW TRANSCRIPT: The Cloudcast #955 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS: [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Conti...

Sep 03, 202541 min

Every Week Feels like an AI Gartner Hype Cycle

From extreme ups to startling downs, every week can feel like the peak of expectations and the trough of disillusionment for AI. SHOW: 954 SHOW TRANSCRIPT: The Cloudcast #954 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: [DoIT] Visit doit.com (that’s d-o-i-t.com ) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence. [VASION] Vasion Print eliminates the ...

Sep 01, 202532 min

The Modernization of FinOps

Amit Kinha - Field CTO @DoITInt | FinOps Foundation Board Member discusses how the relationship between technology and financial accountability has evolved, and how mainstream FinOps is shifting IT focus around innovation. SHOW: 953 SHOW TRANSCRIPT: The Cloudcast #953 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: [VASION] Vasion Print eliminates the need for...

Aug 27, 202530 min

Transitioning from the Cloud era to the AI era

As we begin to transition from the Cloud era to the AI era, what types of changes can we expect to see happen in the market, within our businesses, and for individuals? SHOW: 952 SHOW TRANSCRIPT: The Cloudcast #952 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: [DoIT] Visit doit.com (that’s d-o-i-t.com ) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligenc...

Aug 24, 202526 min

Looking back on Industry Market Leaders

After a very long roadtrip, let’s explore the lessons we can learn from some of the greatest business models in tech and how or if they apply to the AI era companies. SHOW: 951 SHOW TRANSCRIPT: The Cloudcast #951 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: [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any de...

Aug 21, 202526 min

Kubernetes in the Era of GPUs

Haseeb Budhani (@haseebbudhani, CEO @rafaysystemsinc) discusses the evolution from traditional DevOps to platform engineering and what "Enterprise Ready" Kubernetes looks like in 2025. We explore AI workloads running on Kubernetes and how modern orchestration solutions can transform teams from bottlenecks into enablers. We also cover the security considerations for GPU-enabled AI workloads and balancing developer self-service capabilities with proper governance and control. SHOW: 950 SHOW TRANSC...

Aug 20, 202525 min

Enterprise AI Platforms

Shay Levi (@shaylevi2, CEO @UnframeAI) & Larissa Schneider (COO @UnframeAI) discuss the complexities of building an enterprise-grade AI platform. Topics include what an AI platform is, the advantages of adoption, and the efficiencies gained. SHOW: 949 SHOW TRANSCRIPT: The Cloudcast #949 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: [VASION] Vasion Print ...

Aug 13, 202527 min

The beginning of Cloud 2.0 is here

Are we beginning to see the dawn of a 2nd phase of Cloud Computing, as AI begins to become a workload that impacts every aspect of the previous era of Cloud? Let’s explore… SHOW: 948 SHOW TRANSCRIPT: The Cloudcast #948 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: [DoIT] Visit doit.com (that’s d-o-i-t.com ) to unlock intent-aware FinOps at scale with DoiT Cloud Intelli...

Aug 10, 202520 min

AI & Cloud Trends for July 2025

Brian Gracely (@bgracely) Aaron Delp (@aarondelpt) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from July 2025. SHOW: 947 SHOW TRANSCRIPT: The Cloudcast #947 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS: [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the differ...

Aug 06, 202542 min

Is AWS entering their Hybrid phase?

The hardest thing for any growing company to do is manage the transition from hypergrowth to the dual tracks of growth and stability. AWS is entering their Hybrid phase, or the transition from Day 1 to Day 2. How will it go? SHOW: 946 SHOW TRANSCRIPT: The Cloudcast #946 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: [DoIT] Visit doit.com (that’s d-o-i-t.com ) to unlock ...

Aug 03, 202538 min

Improving AI Through Data Quality

Elliot Shmukler (@eshmu, Co-Founder/CEO @anomalo_hq) talks about the impact of data quality on AI, how unstructured data can be improved, and how monitoring of data lakes can help prevent model drift and give organizations confidence with predictable results. SHOW: 945 SHOW TRANSCRIPT: The Cloudcast #945 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: [DoIT] V...

Jul 30, 202526 min

How will Businesses react to AI Agent success?

If the AI Agent hype ends up being real, how will businesses manage AI Agents from the perspective of people vs. non-people? SHOW: 944 SHOW TRANSCRIPT: The Cloudcast #944 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: [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see t...

Jul 27, 202522 min

Building Private GenAI stacks

Luke Marsden (@lmarsden, CEO @HelixML) talks about Private GenAI. What is it? Why do you need it? We also discuss integration into CI/CD pipelines, the layers of a Private GenAI Stack, and why most organizations are opting for RAG over fine-tuning LLMs. SHOW: 943 SHOW TRANSCRIPT: The Cloudcast #943 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS: [DoIT] Visit doit.com (that’s d-o-i-t.com ) to unlock intent-aware F...

Jul 23, 202540 min

Should you join an AI Startup?

If the rewards of a startup are only going to the founders and AI researchers, then what incentives are there for all the other roles? Has AI broken the startup model? SHOW: 942 SHOW TRANSCRIPT: The Cloudcast #942 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: [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check ou...

Jul 20, 202522 min

Is Cursor having their Docker moment?

Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard) discuss the big changes happening around AI developer-assistants, across Cursor, Windsurf, OpenAI and Google. SHOW: 941 SHOW TRANSCRIPT: The Cloudcast #941 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: [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printi...

Jul 16, 202537 min

The Importance of Early AI Adoption

In the Enterprise, there is a spectrum forming of aggressive adopters and passive resistors to AI usage. While there are no best practices yet, C-suites are pushing. So what are you waiting for? SHOW: 940 SHOW TRANSCRIPT: The Cloudcast #940 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: [DoIT] Visit doit.com (that’s d-o-i-t.com ) to unlock intent-aware FinOps at scale w...

Jul 13, 202531 min

Data Pipelines with Apache Airflow

Julian LaNeve ( @JulianLaneve , CTO @astronomerio ) discusses data pipelines, Apache Airflow, Astronomer’s managed offering, and the benefits of data pipelines for both developers and operations. SHOW: 939 SHOW TRANSCRIPT: The Cloudcast #939 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS: [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere...

Jul 09, 202526 min

A Mid-Year Cloud Check-In

As we get to the mid-point of 2025, let’s take a look at where the cloud is - what’s doing well, what’s going through some changes, and what might be in store for the rest of 2025. SHOW: 938 SHOW TRANSCRIPT: The Cloudcast #938 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: [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern soluti...

Jul 06, 202526 min

AI & Cloud Trends for June 2025

Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from June 2025. SHOW: 937 SHOW TRANSCRIPT: The Cloudcast #937 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS: [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself. [FCTR]...

Jul 01, 202543 min

AI-Native Applications vs. AI Add-On Applications

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 525 CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" SHOW SPONSORS: [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud [VASION] Vasion Print elimi...

Jun 29, 202519 min

Trustworthy AI Agents

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 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: [VASION] Vasion Print eliminates the need...

Jun 25, 202539 min

The Rapid Change of Cloud Dynamics

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 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: [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud [VASION]...

Jun 22, 202527 min
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