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AI & Cloud News of the Month - Feb 2026

This episode marks the transition from The Cloudcast to The Reasoning Show, focusing more on AI and cloud topics. Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss recent trends in AI, the evolution of tech teams, and the shifting landscape of ... Show More

42m 3s

Feb 25

How The Cloudcast is changing in 2026?

Aaron and Brian discuss how The Cloudcast will be changing going forward, signaling an industry shift from Cloud Computing to AI. SHOW: 1005SHOW TRANSCRIPT: The Cloudcast #1005 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: " ... Show More

17m 45s

Feb 22

What's Your Token Budget?

This episode explores the evolving economics of AI development, the rising costs associated with AI agents, and the implications for businesses and developers. It highlights the shift from centralized to decentralized computing, the importance of understanding token budgets, and ... Show More

18m 58s

Jan 2025

Tech Talk: AI Supremacy, TikTok’s Fate, and Crypto Decadence

Today, tech talk with an old friend of the pod, Kevin Roose of The New York Times, who is also host of the 'Hard Fork' podcast. This is a show about everything. And it’s going to remain a show about everything because I’m a little bit interested in everything. But one cost of th ... Show More

1h 2m

Sep 2023

Introducing Exponentially with Azeem Azhar

Never before has it been harder for leaders to make sense of what’s going on in the world. As exponential technologies like artificial intelligence (AI) march on, the ability to make future-proof decisions is all the more important for leaders. Azeem Azhar’s</st ... Show More

1m 50s

Apr 2023

AI is the future! AI is a fraud. Let's debate.

AI has captured the imagination of Silicon Valley seemingly overnight. And in all this excitement, it's hard to tell what's really going on. What is this technology, how does Silicon Valley plan to change our world with it, and what exactly has a bunch of smart people very worrie ... Show More

51m 30s

Dec 2024

Top tech predictions for 2025

In the final episode of 2024, CNBC's Tom Chitty and Arjun Kharpal are joined by a whole host of special guests to reflect back on the year, and to look ahead to an exciting 2025 for technology.First off, AI expert and partner at VC firm IVP Eric Liaw joins to discuss whether the ... Show More

1h 2m

Oct 2025

Skills For Claude As A New AI Paradigm?

Do Skills for Claude represent a new sort of user paradigm for AI? Battlefield 6 seems to be doing what EA needs it to do. Nintendo seems to be killing it. Is Wikipedia in trouble because it’s losing human users? Now Uber drivers can earn new money thanks to AI. And, of course, t ... Show More

19m 58s

Apr 2025

Meta on Trial + Is A.I. a ‘Normal’ Technology? + HatGPT

This week Meta is on trial, in a landmark case over whether it illegally snuffed out competition when it acquired Instagram and WhatsApp. We discuss some of the most surprising revelations from old email messages made public as evidence in the case, and explain why we think th ... Show More

1h 20m

Oct 2025

The Next Turning Points in Tech

Our analysts Brian Nowak, Keith Weiss and Matt Bombassei break down the most important tech insights from Morgan Stanley’s Spark Private Company Conference and industry shifts that will likely shape 2026 and beyond. Read more <a href="https://www.morganstanley ... Show More

11m 22s

Nov 2024

How AI is changing national security w/ Kathleen Fisher

We’ve had conversations about AI’s online influence on politics, from deepfakes to misinformation. But AI can also have profound effects on hardware – especially when it comes to national security and military capabilities like weapons and stealth technologies. Kathleen Fisher is ... Show More

55m 1s

2024 Year End Mailbag