

The Reasoning Show
Massive Studios
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
Episodes
Mentioned books

Mar 20, 2019 • 31min
Exploring the SaaS Business Model
SHOW: 390DESCRIPTION: Brian talks with Aneel Lakhani (@aneel, Go To Market Consultant and Advisor) about the difference between traditional Enterprise software and B2B SaaS offerings, how the sales and marketing models work, and how development and operations is significantly changed with SaaS.SHOW SPONSOR LINKS:Datadog Homepage - Modern Monitoring and AnalyticsTry Datadog yourself by starting a free, 14-day trial today. Listeners of this podcast will also receive a free Datadog T-shirtCLOUD NEWS OF THE WEEK:Amazon is introducing private investors to high-risk start-ups in a new pilot program - https://www.cnbc.com/2019/03/15/aws-pilots-pro-rata-program-to-connect-investors-with-start-ups.htmlThe top 25 VCs investing in SaaS right now - https://growthlist.co/blog/saas-vcThe State of DevOps Report survey is now open - https://google.qualtrics.com/jfe/form/SV_0v2VZMeA2Eha365?sp=8SHOW INTERVIEW LINKS:Aneel’s Background: From engineering and product roles at IBM to marketing and go to market roles at Cisco and a number of SaaS startups, with a brief stint as a Research Director at Gartner. Has been a frequent speaker at events like Velocity and been on many podcasts, including this one, Andreessen Horowitz’s, and Microsoft’s Open Source Show.GTM Fit Summit - Go To Market Fit - https://www.youtube.com/watch?v=IsuZzi-Hm3Marketing 102 for Engineers - Roughing Out a Funnel - https://hackernoon.com/marketing-102-for-engineers-ddf3b7fa61e6SHOW NOTES:Topic 1 - Welcome to the show. We’ve known each other for quite a while, but tell our audience about your last 10 years in gaining a ton of experience around startups and SaaS-based businesses. Topic 2 - A few weeks ago, in the middle of a Twitter conversation, you said “SaaS changes everything”. Let’s start with the most basic things. How is a SaaS-delivered business different than a traditional software business? (development, go-to-market, marketing, profitability (or loss) models)Topic 3 - Digging into the sales and marketing funnel, walk us through what typically happens from awareness to sign-up to early/free trial to actual customer engagement, and how a SaaS company is measuring along the way.Topic 4 - Help us understand the economics of product development in a SaaS business. Not only do you have the normal costs/challenges of building the software, but you have the ongoing costs of running the SaaS operations. Topic 5 - What are some of the critical metrics and measurements that the SaaS company and their VCs are typically looking at? Topic 6 - What is the thought process of SaaS companies about their service eventually becoming an AWS service at the next re:Invent? FEEDBACK?Email: show at thecloudcast dot netTwitter: @thecloudcastnFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Mar 15, 2019 • 28min
AIOps for Security and Breach Protection
SHOW: 389DESCRIPTION: Brian talks with Adam Hunt (CTO and Chief Data Scientist at @RiskIQ) about the breadth of security breaches, how AI/ML can play a role if used properly, and immediate steps to improve protection for breaches.SHOW SPONSOR LINKS:Datadog Homepage - Modern Monitoring and AnalyticsTry Datadog yourself by starting a free, 14-day trial today. Listeners of this podcast will also receive a free Datadog T-shirtCLOUD NEWS OF THE WEEKAWS Announced Open Distro for ElasticSearchhttps://aws.amazon.com/blogs/opensource/keeping-open-source-open-open-distro-for-elasticsearch/Rebuttals or Commentary on Open Distro for ElasticSearch https://www.elastic.co/blog/on-open-distros-open-source-and-building-a-companyhttps://thenewstack.io/what-the-fork-amazon/https://www.influxdata.com/blog/aws-intends-for-their-new-project-to-be-an-elasticsearch-fork/https://redmonk.com/sogrady/2019/03/15/cloud-open-source-powder-keg/Continuous Delivery Foundation launched by Linux Foundationhttps://devops.com/the-linux-foundation-launches-continuous-delivery-foundation/VC Investment in the Service Mesh spaceBouyant ($10M) Tetrate ($12.5M) SHOW INTERVIEW LINKS:RiskIQ - https://www.riskiq.com/Onboard Machine Learning Like a Junior Engineer - https://www.kdnuggets.com/2018/04/onboarding-machine-learning.htmlSHOW NOTES:Topic 1 - Welcome to the show. You have quite an interesting and impressive background. Can you talk a little bit about your work in academia prior to RiskIQ, and then what drew you to this space?Topic 2 - RiskIQ focuses on helping companies mitigate massive security attacks. For people that don’t live in the security domain, can you give us a sense of what one of these attacks and breaches look like? Topic 3 - Can you give us a sense of how many of these massive attacks are utilizing new techniques, or is it variants of existing techniques, or just old techniques looking for new (vulnerable) targets? And are there tools to help companies understand how to prioritize against these? Topic 4 - Where are we in the industry in terms of the intersection of security best practices that IT teams can control, and when ML-driven capabilities can augment for more proactive security? Topic 5 - What are some of the things that you’re recommending to companFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Mar 6, 2019 • 25min
New Tools for Cloud Native Developers
Show: 388Description: Brian talks with Eric Rudder (@ericrudder; Co-Founder and Executive Chairman @PulumiCorp) about the evolving tools and supply-chain for both developers and operations in a cloud-native world. Show Sponsor Links:Datadog Homepage - Modern Monitoring and AnalyticsTry Datadog yourself by starting a free, 14-day trial today. Listeners of this podcast will also receive a free Datadog T-shirtCloud News of the WeekLyft announces IPO plans and explains AWS spending (including a big contract with AWS)https://www.businessinsider.com/lyft-ipo-amazon-web-services-2019-3A Reddit discussion on AWS limitshttps://www.reddit.com/r/aws/comments/aun29l/a_new_candidate_for_the_list_of_stupidest_aws/Wikibon - Hybrid Cloud Taxonomy https://wikibon.com/hybrid-cloud-taxonomy/ServerlessConf 2019 - New York (October 7-9)https://nyc2019.serverlessconf.io/Show Interview Links:Pulumi - https://www.pulumi.comShow Notes:Topic 1 - Welcome to the show. Tell us a little bit about your background prior to Pulumi, and your motivation for creating Pulumi. Topic 2 - Pulumi’s stated goal is “Create, deploy, and manage modern cloud apps and infrastructure”. Break that down for us, as it cuts across a lot of different job functions and (currently) different tooling being used today. Topic 3 - Between serverless and containers, it’s been pretty well acknowledged that the developer experience has a long way to go. Lots of burden put on the developer to understand the underlying systems. How does Pulumi attempt to simply or standardize around this challenge? Topic 4 - You obviously have a bunch of experience with developer communities from your days at Microsoft. Getting developers to standardize on things in mass is not a simple task. What are some of the ways to create movement to newer tools or technologies? Topic 5 - What are some of your expectations about how much of the software supply-chain, from writing code to testing/securing code to deploying will have to get disrupted with new cloud-native applications (containers, serverless, etc.) and how much do you feel like is solved enough to leave in place? Feedback?Email: show at thecloudcast dot netTwitter: @thecloudcastnet and @ServerlessCastFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Feb 27, 2019 • 31min
Discussing Service Mesh Architectures
Show: 387Description: Aaron and Brian talk with Armon Dadgar (@armon, Founder/CTO @HashiCorp) about the problems service mesh can solve, the underlying technologies, control plane vs. data plane considerations, and who is making decisions about service meshes within an IT organization.Show Sponsor Links:Liquid Technology - IT Value RecoveryTry CloudLast Service, get a free t-shirt and chance at Amazon Gift CardDatadog Homepage - Modern Monitoring and AnalyticsTry DataDog yourself by starting a free, 14-day trial today. Listeners of this podcast will also receive a free Datadog T-shirtCloud News of the WeekJFrog acquires Shippable, adding continuous integration and delivery to its DevOps platformAmazon launches third Alexa Accelerator for conversational startupsAzure Kinect DK - Build computer vision and speech models using a developer kit with advanced AI sensorsFollow the CAPEX: Cloud Table Stakes 2018 Edition (Charles Fitzgerald - Platformnomics)Show Interview Links:Hashicorp - http://hashicorp.comWhat is a Service Mesh - https://www.hashicorp.com/resources/what-is-a-service-meshConsul - https://www.consul.io/Show Notes:Topic 1 - Welcome to the show. It’s been a couple years since HashiCorp has been on the show, so give us an update on the company - big round of funding ($100M) in November.Topic 2 - A couple months ago we saw you in a video called “What is a Service Mesh?”. It was intended to be a “let’s make this simple” and you realize that a Service Mesh could be a lot of things - L4-L7 routing, Proxy, Encryption, Authentication, Application patterns. Is a Service Mesh solving a new problem, or is it pulling together lots of things that have existed at L4-L7 and application stacks in the past? Topic 3 - “Service Mesh” has become a pretty crowded and fragmented market over the last couple years. HashiCorp Consul has been around since 2014 (was originally “Service Discovery”) and now there’s Linkerd, Istio, Envoy and a bunch of variations. As you talk to people in the market, how are they evaluating the options out there? Topic 4 - Consul has evolved from Service Discovery to Service Mesh, and seems to have come from more of an authentication and security perspective (some others tends to be more routing-centric). Are there use-cases when one Service Mesh is a better fit than others, or should we expect that all/most of them will more or less converged on features over the next 12-24 months? Topic 5 - Can you give us some examples of how companies are using Service Meshes todayFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Feb 20, 2019 • 31min
Evolution of Public Cloud Integrators
Show: 386Description: Aaron and Brian talk with Jeff Aden (@aden_jeff, Founder/EVP at @2ndWatch) about the evolution of 2ndWatch as a Cloud Integrator as AWS has grown and shifted their focus from startups to Enterprise customers. Show Sponsor Links:Liquid Technology - IT Value RecoveryTry CloudLast Service, get a free t-shirt and chance at Amazon Gift CardDatadog Homepage - Modern Monitoring and AnalyticsTry Datadog yourself by starting a free, 14-day trial today. Listeners of this podcast will also receive a free Datadog T-shirtCloud News of the WeekGoogle’s managed hybrid cloud platform is now in beta - tcrn.ch/2SfJXxg Google Buys Alooma -https://gweb-cloudblog-publish.appspot.com/topics/inside-google-cloud/google-announces-intent-to-acquire-alooma-to-simplify-cloud-migration/amp/This Silicon Valley VC Firm Raised $500 Million To Invest Ahead Of Growth-Stage Giants Like SoftBank - on.forbes.com/6011ET2a9Show Notes:Topic 1 - Welcome to the show Jeff. Tell us about your background, the founding of 2nd Watch, and how the company has evolved over the last few years. Topic 2 - We got to know 2nd Watch at one of the first re:Invent shows, as they had one of the largest booths on the floor. At the time, they were listed as one of AWS’s best partners. Today, 2ndWatch provides management tools, migration tools, systems-integration capabilities. How does 2ndWatch think of themselves? Topic 3 - What are the concerns of your customers today, and how does 2ndWatch think about matching customer demands and the types of tools/services/capabilities that you provide today?Topic 4 - We’d like to pick your brain about the usage and insights you’re seeing from your customers usage of AWS. It’s mentioned that 100% are using DynamoDB, 53% are using Elastic Kubernetes, and are fast growing section are using things likes Athena, Glue and Sagemaker. What are some of the types of applications that you’re seeing customer build that leverage these new models? Topic 5 - With technologies like Outpost being announced, after so many years of AWS saying “Cloud or legacy Data Center”, how do you see this impacting the thought process of customers or potential customers? Feedback?Email: show at thecloudcast dot netTwitter: @thecloudcastnet and @ServerlessCastFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Feb 15, 2019 • 42min
Mid Career Job Changes
Show: 385Description: Aaron and Brian talk with Keith Townsend (@CTOAdvisor) about jobs around the IT industry, and the opportunities, challenges and trade-offs in making various types of mid-career job changes. Show Sponsor Links:Liquid Technology - IT Value RecoveryTry CloudLast Service, get a free t-shirt and chance at Amazon Gift CardDatadog Homepage - Modern Monitoring and AnalyticsTry Datadog yourself by starting a free, 14-day trial today. Listeners of this podcast will also receive a free Datadog T-shirtShow Notes:Topic 1 - Welcome back to the show. Want to talk about the pros and cons of various types of jobs in and around the IT industry - Vendors, Integrators, Contractors, Consultants, IT within a Company (Customer)Topic 2 - Most of the 2000s and about half of the 2010s were a huge boom for remote workers. It feels like that trend is reversing. Lots of Silicon Valley companies are reversing it, the major Public Cloud providers are specific about location, IBM had a push back towards offices. Walking the fine line between a remote team or an in office team. Also, challenges to stepping into leadership. Some leadership is not remote friendly historicallyTopic 3 - If you decide that you want to work around “emerging” technologies, you’re usually having to decide between a few critical factors - travel, visibility/marketing/advocating, salary certainty, and career path. Topic 4 - “Move up the stack” or “Move towards value” - Is this something that is realistic for people that have 5+ years in a skill set? What are some realistic things people could do in this domain?Topic 5 - What are some examples you’ve seen or recommends you’ve been given about how to make these transitions?Feedback?Email: show at thecloudcast dot netTwitter: @thecloudcastnet and @ServerlessCastFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Feb 6, 2019 • 32min
Multi-Cloud Security
Show: 384Description: Aaron talks with Harry Sverdlove (@TheSecureWord, Founder & CTO Edgewise Networks) about the evolution of security to embrace both a micro-services and multi-cloud world.Show Sponsor Links:Datadog Homepage - Modern Monitoring and AnalyticsTry Datadog yourself by starting a free, 14-day trial today. Listeners of this podcast will also receive a free Datadog T-shirtLiquid Technology - IT Value RecoveryTry CloudLast Service, get a free t-shirt and chance at Amazon Gift CardCloud News of the WeekDropbox picks up HelloSign for $230MBosch investing 4 billion euro to accelerate building out their autonomous car divisionCisco has announced ACI extensions into AWS and Azure as a “data center anywhere” solutionVC funding in 2018Show Interview Links:Edgewise websiteHarry on TwitterTopic 1 - Briefly Introduce yourself and tell everyone a little bit about your background.Topic 2 - The topic of security historically has been a weakness for Brian and I, let’s start at the start and cover a few base topics first. What are some of the big challenges customers are facing today in hybrid and public cloud?Topic 3 - I came from the “secure the perimeter” world back in the day. How has this concept evolved and does it still apply to operations today?Topic 4 - Are we evolving into an anomaly detection mindset going forward? How does AI/ML assist (if at all) in this area vs. historical trends and pattern matching?Topic 5 - As applications move to more cloud native architectures joined with a loose coupling of microservice, how does this change play into approaching the problem?Topic 6 - Last question, what implications does multi-cloud present?Feedback?Email: show at thecloudcast dot netTwitter: @thecloudcastnet and @theserverlesscastFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Jan 30, 2019 • 41min
A Serverless Look Ahead for 2019
Show: 383 Description: Aaron and Brian talk with Paul D. Johnston (@PaulDJohnston, Co-Founder ServerlessDays (creator of “Jeff”), CXO Serverless Consultant) about the current state of Serverless, Serverless vs. FaaS, how to economically think about functions of code, and areas where Serverless needs to improve. Show Sponsor Links:Datadog Homepage - Modern Monitoring and AnalyticsTry Datadog yourself by starting a free, 14-day trial today. Listeners of this podcast will also receive a free Datadog T-shirtLiquid Technology - IT Value RecoveryTry CloudLast Service, get a free t-shirt and chance at Amazon Gift CardCloud News of the WeekIBM signs deal with Vodafone - https://newsroom.ibm.com/2019-01-17-IBM-Vodafone-Business-Join-Forces-to-Drive-Innovation-in-Rapidly-Changing-WorldIBM signs deal with Juniper - https://www.ibm.com/blogs/cloud-computing/2019/01/18/ibm-juniper-cloud-agreement/Travis CI acquired by Idera - https://blog.travis-ci.com/2019-01-23-travis-ci-joins-idera-incConfluent, creators of Kafka, raised $125M in VC funding in a Round D, at a $2.5B valuation - https://www.forbes.com/sites/alexkonrad/2019/01/23/open-source-unicorn-confluent-reaches-25-billion-valuation-three-years-after-hiring-its-first-sales-rep/#67d93c3315e2Microsoft buys Citus Data (open source Postgres SQL) - http://zd.net/2FQfF2vShow Interview Links:Paul’s Blog - https://medium.com/@PaulDJohnstonThe ServerlessCast #6 - Event-Driven Thinking with Paul Johnson - http://www.thecloudcast.net/2017/05/the-serverlesscast-6-events-vs-functions.htmlServerlessDays - https://serverlessdays.io/Show Notes:Topic 1 - Happy New Year, hope you’re having a good 2019. It’s been a while since you were last on the show. As the creator of Jeff, what have you been up to lately?Topic 2 - Let’s talk about a basic thing that seems to confuse people. What’s the new definition, or the actual difference (if there is any), between “Serverless” and “Functions as a Service”. Topic 3 - I’ve seen you mention several times on Twitter that, “Few people really understand how powerful serverless can be. They focus on the wrong things.” Help us get focused on the important parts. Topic 4 - I’ve also seen you say that “with serverless, infrastructure is a rounding error.” Walk us through the economics of your experiences with serverless, and how you think about “profitable software”.Topic 5 - Why do you think it seemFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Jan 23, 2019 • 41min
An AI and ML Look Ahead for 2019
Show: 382Description: Brian talks with Sam Charrington (@samcharrington, Machine Learning & AI analyst, advisor & host of “This Week in Machine Learning & AI” podcast) about trends in the industry, the evolution of AI at the edge, new research areas in 2019, and a discussion about adding AI and ML to business applications. Show Sponsor Links:Liquid Technology - IT Value RecoveryTry CloudLast Service, get a free t-shirt and chance at Amazon Gift CardDatadog Homepage - Modern Monitoring and AnalyticsTry Datadog yourself by starting a free, 14-day trial today. Listeners of this podcast will also receive a free Datadog T-shirtShow Interview Links:This Week in Machine Learning & AI Homepage - http://twimlai.comKubernetes for Machine Learning, Deep Learning and AI (eBook) - https://twimlai.com/kubernetes/Sam Charrington on Eps.321 of The Cloudcast - http://www.thecloudcast.net/2017/11/the-cloudcast-321-understanding-ai-and.htmlShow Notes:Topic 1 - Happy New Year and welcome back to the show, it’s been just over a year. For those that didn’t hear that show or might be new to TWIML & AI, tell us about your background and some of your AI/ML focus now.Topic 2 - Let’s start with the things that are considered “mainstream” with AI & ML today. Fraud detection, recommendation engines, facial recognition, speech recognition, auto-completions. What’s missing from that list, and how “commodity” have those technologies, tools, datasets, cloud services become?Topic 3 -On the flipside, what are some of the areas where research or just the massive cloud providers are focused today?Topic 4 - A couple years ago it seemed like TWIML & AI was a mix of technology discussions and business/social impacts. This past year seemed to be a deeper focus on the underlying technologies. What’s the current state of the balance between AI & ML for computing improvement vs. concerns about personal privacy, etc.?Topic 5 - What’s the “getting started” curve look like for companies that want/need to add or integrate AI & ML into their applications? What are some numbers you hear about cost of engineers, sizes of datasets, number of experiments and models needed to run, etc.?Topic 6 - What are some of the things you’re really looking forward to in 2019, whether it’s technology or trends or something else?Feedback?Email: show at thecloudcast dot netTwitter: @thecloudcastnet and @ServerlessCastFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Jan 16, 2019 • 37min
An ITOps & Infrastructure Look Ahead for 2019
Show: 381 Description: Brian talks with Ethan Banks (@ecbanks, co-founder of @PacketPushers) about the state of ITOps and Infrastructure heading into 2019.Show Sponsor Links:Datadog Homepage - Modern Monitoring and AnalyticsTry Datadog yourself by starting a free, 14-day trial today. Listeners of this podcast will also receive a free Datadog T-shirtShow Interview Links:Ethan’s Blog - https://ethancbanks.com/Packet Pushers Homepage - https://packetpushers.net/Datanauts Podcast - https://packetpushers.net/series/datanauts-podcast/Show Notes:Topic 1 - Happy New Year. Welcome to the show. For anyone that isn’t already a listener to one of the many Packet Pushers podcasts, give us a little bit on your background.Topic 2 - From an ITOps perspective, it seems like the last few years have been focused on “Software-defined” or “Hyper-Converged”, “Hybrid Cloud” and various forms of Automation. How much of those are real concerns of ITOps, and how much of that is vendor hype?Topic 3 - As the usage of the public cloud grows, how much do you see ITOps professionals feeling like they can influence architecture and design, or feel like they are having to shift their focus to other tasks?Topic 4 - You’ve been around the industry for a while, both as a practitioner (hands-on engineer) and now with a broader industry perspective. What are the biggest changes you’ve seen over the last couple years, and what are the areas that just never seem to change/evolve?Topic 5 - We know that application teams are becoming more ingrained in business decisions (lines-of-business, etc.), but is that same thing happening with the ITOps teams as well?Topic 6 - What are some of the ITOps and Infrastructure trends that you expect to be following/exploring more in 2019?Feedback?Email: show at thecloudcast dot netTwitter: @thecloudcastnet and @ServerlessCastFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow


