

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

Aug 29, 2018 • 24min
The Cloudcast #360 - Multi-Cloud Cost Modeling
Brian talks with Joe Kinsella (@joekinsella, Founder and CTO of @CloudHealthTech) about public cloud evolution, and how customers are viewing multi-cloud (or hybrid-cloud) as their planned architecture, and how well they are able to manage costs across multiple cloud environments.
Show Links:
CloudHealth Website
CloudHealth acquired by VMware (August 2018)
CloudHealth Blog
Joe’s Blog
[PODCAST] @PodCTL - Containers | Kubernetes | OpenShift - RSS Feed, iTunes, Google Play, Stitcher, TuneIn and all your favorite podcast players
[A CLOUD GURU] Get The Cloudcast Alexa Skill
[A CLOUD GURU] A Cloud Guru Membership - Start your free trial. Unlimited access to the best cloud training and new series to keep you up-to-date on all things AWS.
[A CLOUD GURU] FREE access to AWS Certification Exam Prep Guide - At A Cloud Guru, the #1 question received from students is "I want to pass the AWS cert exam, so where do I start?" This course is your answer.
[FREE] eBook from O'Reilly
Show Notes
Topic 1 - Welcome back to the show. It’s been nearly a year since you were last on. How are you seeing the public cloud evolve in 2018?
Topic 2 - Looking at market share reports, there’s still a distribution of usage - from AWS to Azure to GCP to “Other”. Are you seeing companies want multi-cloud or hybrid-cloud, or is it a matter of them really aligning with a single public cloud?
Topic 3 - Do you think companies understand that each public cloud does billing and cost modeling differently?
Topic 4 - Any tips or tricks you’ve seen that help to make it possible to normalize the differences between the billing and cost models? Tools exist, but how much friction is that creating on usage decisions?
Topic 5 - Do you think the public clouds are doing enough to make public cloud usage understandable, or is cloud-cost complexity just an extension of how complex IT cost modeling has always been? Are there areas where this is getting better?
Feedback?
Email: show at thecloudcast dot net
Twitter: @thecloudcastnet and @ServerlessCast
FEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Aug 22, 2018 • 32min
The Cloudcast #359 - Exploring the Realities of Innovation at Scale
Brian talks with Dr. Bruce Davie (@_drbruced, VP & CTO, VMware Asia Pacific & Japan) about differences in APAC markets, what drove large-scale adoption of new technologies, how to rethink scaling new innovation, the variety across APAC and how to be constantly learning to grow your career.
Show Links:
FutureNet Podcast
Bruce’s CTO Blog
Bruce Davie’s (author) Books
[PODCAST] @PodCTL - Containers | Kubernetes | OpenShift - RSS Feed, iTunes, Google Play, Stitcher, TuneIn and all your favorite podcast players
[A CLOUD GURU] Get The Cloudcast Alexa Skill
[A CLOUD GURU] A Cloud Guru Membership - Start your free trial. Unlimited access to the best cloud training and new series to keep you up-to-date on all things AWS.
[A CLOUD GURU] FREE access to AWS Certification Exam Prep Guide - At A Cloud Guru, the #1 question received from students is "I want to pass the AWS cert exam, so where do I start?" This course is your answer.
[FREE] eBook from O'Reilly
Show Notes
Topic 1 - Welcome to the show. For our audience that hasn't been around networking as much, can you share with us some of your background.
Topic 2 - Sometimes our perspective on things is too US-centric. You’ve worked around the world and are now back in APAC (Melbourne). What are some of the technology things in that part of the world that would surprise people in North America?
Topic 3 - You’ve been speaking about IoT recently. Is it just the population density that makes APAC a faster adopter of IoT technologies, or are there other considerations that are creating this trend? Are regulations a factor, or mobile-phone usage, or something else?
Topic 4 - IoT tends to be a conversation that’s driven by a new business opportunity - it’s less about connectivity (e.g. old IT needs). How is the conversation happening between the business leaders asking for IoT and the technology leaders that have to implement it?
Topic 5 - We used to (sort of) think about networking (bandwidth, routing, device density) somewhat separate than security. But if densities get really high, or IoT devices are involved in country-mission-critical functions, can people afford to think about them separately?
Topic 6 - Are you finding that the APAC region is doing unique things to train up the skills needed for IoT / denser networking / SDN, or is the pace of change happening so fast that they have to learn on the job?
Feedback?
Email: show at thecloudcast dot net
Twitter: @theFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Aug 15, 2018 • 34min
The Cloudcast #358 - Exploring the Business Side of Open Source Software
Brian talks with Joseph Jacks (@asynchio, advisor to CNCF, creator of KubeCon, co-Founder Kismatic, Entrepreneur) about different ways to view OSS business models, and how he's been tracking commercial OSS companies through his COSSCI Index.
Show Links:
Open Consensus - Data Driven Perspectives on Open Source Software
$100M+ Revenue - Commercial Open Source Software Company Index (COSSCI)
Bessemer Venture Partners Cloud Index
[PODCAST] @PodCTL - Containers | Kubernetes | OpenShift - RSS Feed, iTunes, Google Play, Stitcher, TuneIn and all your favorite podcast players
[A CLOUD GURU] Get The Cloudcast Alexa Skill
[A CLOUD GURU] A Cloud Guru Membership - Start your free trial. Unlimited access to the best cloud training and new series to keep you up-to-date on all things AWS.
[A CLOUD GURU] FREE access to AWS Certification Exam Prep Guide - At A Cloud Guru, the #1 question received from students is "I want to pass the AWS cert exam, so where do I start?" This course is your answer.
[FREE] eBook from O'Reilly
Show Notes
Topic 1 - Welcome to the show. Give us some of your background and some of the things you’re working on these days?
Topic 2 - You created a tracking of Commercial Open Source Software Company Information (COSSCI, “cozy index”). How did you go about collecting the information, some of which isn’t public?
Topic 3 - Let’s talk about “open core” and how you’re thinking about the thickness of the core.
Topic 4 - To a certain extent, OSS velocity relies on VC funding to gain traction. VC funding typically wants an exit. Do you think there are enough successful OSS exists to keep seeing VC funding flow in, or do you think public cloud making OSS-as-a-service will slow that down?
Topic 5 - Looking out a few years, you obviously have some models in your mind about how Commercialization of OSS could play out. What are some of the “truths” that you believe are not up for debate, and what are some areas you think might significantly change?
Feedback?
Email: show at thecloudcast dot net
Twitter: @thecloudcastnet and @ServerlessCast
FEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Aug 2, 2018 • 36min
The Cloudcast #357 - NFV, SDN, IoT from a Hackers Perspective
Aaron talks with Ray Watson (@RayRedacted, VP of Global Technology, Masergy) about a wide range of emerging technology topics, including NFV, SDN, IoT, Hybrid Networking and Managed Security. They also explore the evolution of Hacking.
Show Links:
Massergy Homepage
Ray at Black Hat - ”BlackHat 2017: 5 Generations of Hacking”
[PODCAST] @PodCTL - Containers | Kubernetes | OpenShift - RSS Feed, iTunes, Google Play, Stitcher, TuneIn and all your favorite podcast players
[A CLOUD GURU] Get The Cloudcast Alexa Skill
[A CLOUD GURU] A Cloud Guru Membership - Start your free trial. Unlimited access to the best cloud training and new series to keep you up-to-date on all things AWS.
[A CLOUD GURU] FREE access to AWS Certification Exam Prep Guide - At A Cloud Guru, the #1 question received from students is "I want to pass the AWS cert exam, so where do I start?" This course is your answer.
[FREE] eBook from O'Reilly
Show Notes
Topic 1 - Ray, tell the listeners a little about yourself and your background. Your day job sounds cool, what does a VP of Global Technology do day to day?
Topic 2 - We haven’t done an independent trends show in awhile. I wanted to step back today and pick your brain on a few topics. We’ve talked a good bit about most of these topics over the years but I admit some of these areas have lost their “buzz” in recent years. So, A bit of a lightning round: NFV, SDN, IoT
Topic 3 - You spoke at Black Hat in 2017, what was your topic and how was the experience? I’ve never been and pretty sure I shouldn’t go...
Topic 4 - Your company, Masergy, was names as a Gartner Magic Quadrant Visionary for Network Services. I’m really interested in this category as I haven’t followed it much in the past. Masergy seems to be an intersection of hybrid cloud networking and security. Does this mean you are more of a services/consulting organization utiliting other products or are you developing your own products? (lots of follow on questions to ask here based on answers) Hybrid Networking? Managed Security?
Topic 5 - What are some of the design and solutions challenges you face today? What pitfalls would you recommend listeners avoid when thinking about this space?
Topic 6 - I suspect this topic may be a little non-traditional for some of our listeners, where can folks go to learn more?
Feedback?
Email: show at thecloudcast dot net
Twitter: @thecloudcastnet and @ServerlessCast
FEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Jul 26, 2018 • 29min
The Cloudcast #356 - Disaggregating Networking Software
Brian talks with Devesh Garg (Co-Founder/CEO of @arrcusinc) about the launch of Arrcus, the evolution of data networking and variations in market segments, and what makes ArcOS unique in a world of network operating systems.
Show Links:
Arrcus Webpage
Arrcus raises $15M in VC Funding
[PODCAST] @PodCTL - Containers | Kubernetes | OpenShift - RSS Feed, iTunes, Google Play, Stitcher, TuneIn and all your favorite podcast players
[A CLOUD GURU] Get The Cloudcast Alexa Skill
[A CLOUD GURU] A Cloud Guru Membership - Start your free trial. Unlimited access to the best cloud training and new series to keep you up-to-date on all things AWS.
[A CLOUD GURU] FREE access to AWS Certification Exam Prep Guide - At A Cloud Guru, the #1 question received from students is "I want to pass the AWS cert exam, so where do I start?" This course is your answer.
[FREE] eBook from O'Reilly
Show Notes
Topic 1 - Welcome to the show and congratulations on the launch. Tell us a little bit about the founding team and what market gap Arrcus saw when starting the company.
Topic 2 - Before we get into discussing the company and the technologies, let’s talk about some recent shifts in the market. We’ve seen companies moving more workloads into the public cloud, consolidation in the chip market, as well as some of the web scale companies starting to be involved in networking gear. How do some of these changes influence your thinking about the market opportunity?
Topic 3 - Let’s talk about the core product, ArcOS. Gives us the basics, and some of the focus areas where you believe it provides unique differentiation in the market.
Topic 4 - Networking has always been a hardware-centric game. SDNs eventually sort of skewed towards security. We’ve watched the software-defined storage market struggle with software-only solutions, because of performance or ops-consistency or just how people expect to buy (HW+SW). You have people on the team with experience in the white box technologies. How do you overcome some of those challenges?
Topic 5 - With the network having very distinct areas (core data-center or leaf-spine; access, 5G edge, CDNs, etc.), what are some of the critical business-case decisions that the network directly impacts? What does that conversation look like with the business owner?
Topic 6 - We’ve seen where networking skills are a very distinct category in the past, and things like CLI-awareness are critical. Do you expect the market that you’re selling to will have the need for this being a strong affinity?
FeedbacFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Jul 20, 2018 • 29min
The Cloudcast #355 - Exploring IoT Edge
Aaron talks with Farah Papaioannou & Kilton Hopkins (@kiltonhopkins), co-founders at @EdgeWorxIO, about the evolving architecture of edge computing and some of the common misconceptions, where and how to store, run, and transport data while being mindful to security.
Show Links:
Edgeworx Website
Stacey Higginbotham's Article on IoT Edge Architecture
[PODCAST] @PodCTL - Containers | Kubernetes | OpenShift - RSS Feed, iTunes, Google Play, Stitcher, TuneIn and all your favorite podcast players
[A CLOUD GURU] Get The Cloudcast Alexa Skill
[A CLOUD GURU] A Cloud Guru Membership ;- Start your free trial. Unlimited access to the best cloud training and new series to keep you up-to-date on all things AWS.
[A CLOUD GURU] FREE access to AWS Certification Exam Prep Guide - At A Cloud Guru, the #1 question received from students is "I want to pass the AWS cert exam, so where do I start?" This course is your answer.
[FREE] eBook from O'Reilly
Show Notes
Topic 1 - Introductions: Farah - VC turned Entrepreneur - Also involved with SolidFire early? Kilton - IoT for the City of San Francisco and IoT program director for Northeastern University
Topic 2 - What can you tell us about the new venture?
Topic 3 - Before we dig into the platform, what is your definition of edge? Do you see it as Stacey did in her article as multiple layers of edge (device, gateway, processing cluster, cloud)
Topic 4 - What problem are you trying to solve? Explain what you mean by running applications at the data source and solving the problem of latency on round trips?
Topic 5 - OK, with the basics out of the way… Do you envision this as a platform? If so, what kind of platform and what applications (or micro services) would be a good fit? Are some/all of this open source? Where is the secret sauce (proprietary mesh framework between edge and cloud?)
Topic 6 - Lastly, what security measures do we have to worry about and what challenges do customers face in this space at present?
Feedback?
Email: show at thecloudcast dot net
Twitter: @thecloudcastnet and @ServerlessCast
FEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Jul 12, 2018 • 30min
The Cloudcast #354 - Prepping for a Product Launch
Aaron and Brian talk about some of the behind the scenes details on product launches - both new products and on-going updates.
Show Links:
[PODCAST] @PodCTL - Containers | Kubernetes | OpenShift - RSS Feed, iTunes, Google Play, Stitcher, TuneIn and all your favorite podcast players
[A CLOUD GURU] Get The Cloudcast Alexa Skill
[A CLOUD GURU] A Cloud Guru Membership - Start your free trial. Unlimited access to the best cloud training and new series to keep you up-to-date on all things AWS.
[A CLOUD GURU] FREE access to AWS Certification Exam Prep Guide - At A Cloud Guru, the #1 question received from students is "I want to pass the AWS cert exam, so where do I start?" This course is your answer.
[FREE] eBook from O'Reilly
Show Notes
Topic 1 - Topic 1 - Let’s start with the basics. What’s the typical checklist before a product launch?
Timeline and schedule (New Product Introduction (NPI) Checklists/Supply Chain aspects)
Multiple groups (internal & external) involved
Early customer involvement and feedback
Go-to-Market (GTM) planning
• Multiple Transfers-of-Information (TOI’s) end to end
Topic 2 - The product is ready to go to market. How much “stuff” has to be created for all the groups that might care about the product?
Documentation & Message Guides
Pricing Models (and SKUs)
Field Training
Customer Training
Support Training
Sales and Technical content
Demos
Press and Analyst Content
Competitive Content
Topic 3 - What do you consider a successful product launch?
Topic 4 - How have product launches changed over the years, for things you’ve worked on?
Topic 5 - What are some commons mistakes you see companies make with launches?
Feedback?
Email: show at thecloudcast dot net
Twitter: @thecloudcastnet and @ServerlessCast
FEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Jul 4, 2018 • 43min
The Cloudcast #353 - The 2018 Mid-Year Show
Aaron and Brian talk about the first half of 2018: Acquisitions and IPOs, Rating and ranking the Public Cloud, a look at aspects of Private Cloud, Containers and Kubernetes, HCI and GDPR, as well as their perspectives on AI and IoT.
Show Links:
[PODCAST] @PodCTL - Containers | Kubernetes | OpenShift - RSS Feed, iTunes, Google Play, Stitcher, TuneIn and all your favorite podcast players
[A CLOUD GURU] Get The Cloudcast Alexa Skill
[A CLOUD GURU] A Cloud Guru Membership - Start your free trial. Unlimited access to the best cloud training and new series to keep you up-to-date on all things AWS.
[A CLOUD GURU] FREE access to AWS Certification Exam Prep Guide - At A Cloud Guru, the #1 question received from students is "I want to pass the AWS cert exam, so where do I start?" This course is your answer.
[FREE] eBook from O'Reilly
Show Notes:
Topic 1 - It’s been a busy year for Cloudcast alumni in 2018
Microsoft acquires GitHub - 7.5B
BonsaiAI acquired by Microsoft
Pivotal IPO - $555M
Evident.io acquired by Palo Alto - $300M
CoreOS acquired by Red Hat - $250M
Splunk acquires VictorOps - $120M
Elastic (formerly ElasticSearch) - announced IPO plans
Loggly acquired by Solarwinds
Topic 2 - How would you handicap the public cloud market (leaders, laggards, emerging trends)?
Gartner only has 6 companies in their IaaS Magic quadrant
AWS keeps growing (apparently 30-35% of public cloud spending)
Microsoft keeps acquiring
Google is still TBD, but we’re going to GoogleNEXT in July
Alibaba is growing and starting to hear about more US companies using AliCloud
IBM and Oracle still seem like large Enterprise vendors
Topic 3 - Brian’s involved with containers, Aaron’s involved with Storage and HCI and some cloud integration, what’s interesting in those areas? What are the biggest trends you’re seeing in the private cloud / data center market?
Topic 4 - We’ve been trying to incorporate more AI and IoT into the shows this year. What have you learned so far, what has surprised you, where do you still have questions?
Feedback?
Email: show at thecloudcast dot net
Twitter: @thecloudcastnet and @ServerlessCast
FEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Jun 27, 2018 • 30min
The Cloudcast #352 - Considering New Hosts for The Cloudcast
Brian talks with Amy Lewis (@commsninja) about the World Cup, women in tech events, and brainstorming about potential new hosts and formats for The Cloudcast.Show Links:Man Who Has It All (Twitter Account)The 2 Robbies Podcast[PODCAST] @PodCTL - Containers | Kubernetes | OpenShift - RSS Feed, iTunes, Google Play, Stitcher, TuneIn and all your favorite podcast players[A CLOUD GURU] Get The Cloudcast Alexa Skill[A CLOUD GURU] A Cloud Guru Membership - Start your free trial. Unlimited access to the best cloud training and new series to keep you up-to-date on all things AWS.[A CLOUD GURU] FREE access to AWS Certification Exam Prep Guide - At A Cloud Guru, the #1 question received from students is "I want to pass the AWS cert exam, so where do I start?" This course is your answer.[FREE] eBook from O'ReillyShow NotesTopic 1 - Welcome back to the show. Topic 2 - I want to talk about “women in tech” events, or sub-events at other events. I also want to talk about women on panel discussions.Topic 3 - I’d like to bounce an idea off you about having some new hosts on the show, and potentially a different format for shows.Topic 4 - How would you suggest we go about finding potential hosts?Topic 5 - Your kids play soccer. You’re starting to play soccer. Do you have a pick for the upcoming World Cup? Do you have a favorite soccer podcast?Feedback?Email: show at thecloudcast dot netTwitter: @thecloudcastnet and @ServerlessCastFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

Jun 18, 2018 • 24min
The Cloudcast #351 - Reviewing DockerCon 2018
Brian talks with Kendrick “Kenny” Coleman (@kendrickcoleman) about DockerCon 2018 - the announcements, the overall vibe of the event, and how the community is evolving around the event.Show Links:Docker Announcement - Federated Application ManagementDocker Announcement - Kubernetes on Windows ServerKenny's Podcast - Bourbon Pursuit[PODCAST] @PodCTL - Containers | Kubernetes | OpenShift - RSS Feed, iTunes, Google Play, Stitcher, TuneIn and all your favorite podcast players[A CLOUD GURU] Get The Cloudcast Alexa Skill[A CLOUD GURU] A Cloud Guru Membership - Start your free trial. Unlimited access to the best cloud training and new series to keep you up-to-date on all things AWS.[A CLOUD GURU] FREE access to AWS Certification Exam Prep Guide - At A Cloud Guru, the #1 question received from students is "I want to pass the AWS cert exam, so where do I start?" This course is your answer.[FREE] eBook from O'ReillyShow NotesTopic 1 - Welcome back to the show. First off, before we get into DockerCon, give us an update on Bourbon Pursuit.Topic 2 - Many years ago, when you first came on the show, you were attending one of the first Cloud Foundry Summits, so I guess you’re sort of becoming one of our official Cloudcast event correspondents. Give us an overview of DockerCon 2018 in San Francisco.Topic 3 - Last year (in the US) it was all about “Moby”. Then in Europe it was beginning to be about Kubernetes. This year it seemed to be, as Darren Sheppard (@ibuildthecloud, Rancher CTO) put it “an enterprise sales pitch”. Obviously a lot has changed with Ben Golub and Solomon Hykes leaving Docker.Topic 4 - What were some of the technologies or talks that interested you this week?Topic 5 - Docker has always tried to be the “Apple” of containers - focused on simplicity, clean design. Did you hear any feedback from attendees about how they are accepting the shift to Kubernetes, or other changes they are making?Feedback?Email: show at thecloudcast dot netTwitter: @thecloudcastnet and @ServerlessCastFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow


