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The Reasoning Show - Reasoning through the AI Revolution The industry's leading AI podcast, explores how leaders think through AI, technology, and transformation. Each week founders, investors, and operators unpack the decisions behind the systems...

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United States

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The Reasoning Show - Reasoning through the AI Revolution The industry's leading AI podcast, explores how leaders think through AI, technology, and transformation. Each week founders, investors, and operators unpack the decisions behind the systems shaping modern business. Hosts: Aaron Delp and Brian Gracely

Language:

English


Episodes
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Inside OpenClaw and Open Source Innovation

3/11/2026
SUMMARY: Sally O’Malley (Principle Software Engineer @RedHat, Maintainter @OpenClaw) talks about her early experiences of immersing herself into OpenClaw and evolution of the OpenClaw community. SHOW: 1009 SHOW TRANSCRIPT: The Reasoning Show #1009 Transcript SHOW VIDEO: https://youtu.be/7xARBtgiMQg SHOW NOTES: OpenClaw - Personal AI AssistantOpenClaw - RedditOpenClaw, OpenAI and the Future (Peter Steinberger - OpenClaw creator)OpenClaw Foundation (coming soon) Topic 1 - Welcome to the show. Tell us a little bit about your background in software engineering. Topic 2 - You recently jumped into the deep end of the pool with OpenClaw. Tell us about the week of immersion with this new technology. Topic 2a - For anyone that’s new to OpenClaw, can you give us the basics of what OpenClaw does? Topic 3 - You mentioned that this is a very different (or completely different) paradigm of how software is created. Can you walk us through the differences, your observations, how you had to really rethink things that you did before and after? Topic 4 - In your day job, you’re focused on software that’s used by large enterprises that have to be concerned with security and stability, as much as they do innovation. How do you see the existing OpenClaw fitting into that world? Topic 5 - You (very) recently were accepted as a committer to the OpenClaw project. I know it’s only been a few days, but what is opening your eyes about how this community operates, especially in comparison to other open projects you’ve worked on? FEEDBACK? @reasoningshow.bsky.social@ReasoningShow@@reasoningshow

Duration:00:25:55

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Understanding NeoClouds with Crusoe

3/8/2026
Erwan Menard - SVP Product Management @Crusoe talks about… SHOW: 1008 SHOW TRANSCRIPT: The Reasoning Show #1008 Transcript SHOW VIDEO: SPONSORS: ventionteams.com SHOW NOTES: Topic 1 - Welcome to the show. Tell us a bit about your background, and what you focus on now at Crusoe. Topic 2 - There has obviously been a lot of coverage of AI data center buildouts all over the world for the last few years. Tell us about Crusoe, and your approach to providing “neocloud” services. Topic 3 - What are the biggest challenges facing Crusoe today and in the immediate future - is it technology, energy, financing for expansions, etc.? Topic 4 - Crusoe started as a bitcoin-focused company and has evolved to more of a GenAI-focus. What types of architectural changes did you have to make for this new type of workload? And how do those impact the quality of the services your customers expect from Crusoe? Topic 5 - Is your focus more on environments to enable model training and customization, or more focus on inference for customer-facing applications? Topic 6 - A lot has changed in AI in the last couple years. What has changed the most in the last couple years, and what are you expecting to change the most over the next couple years? Topic 7 - Sovereign AI and Private AI have become much bigger topics over the last 12-18 months, and we’d expect that to grow. What unique things is Crusoe doing to adapt to these changing requirements from customers? Send a text FEEDBACK? @reasoningshow.bsky.social@ReasoningShow@@reasoningshow

Duration:00:27:40

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What is an AI Agent?

3/4/2026
OVERVIEW: Welcome to The Reasoning Show! We dig into one of the foundational building blocks of modern Generative AI, the AI Agent. So what is an AI Agent, and what do we need to think about for the next couple years? SHOW: 1007 SHOW TRANSCRIPT: The Reasoning Show #1007 Transcript SHOW VIDEO: https://www.youtube.com/@TheReasoningShow/ SHOW NOTES: Topic 1 - We’re 3+ years into the Generative AI era. Why do you think AI Agents, or Agentic AI, is now getting so much attention? Topic 2 - If someone asked you to explain what an AI Agent is, how would you do that? Topic 3 - What are some of the core elements of AI Agents that you’re seeing impact how people think about and use agents? Topic 4 - AI Agents are going to spark the great “how much should I pay for this?” discussion. Have you given this any thought yet? Topic 5 - How do you expect to use AI agents in your day-to-day work, and how do you expect this to impact Enterprise businesses? ESSENTIAL READING Building Effective Agents" by AnthropicA Comprehensive Review of AI AgentsTop 20 AI Agent Concepts You Should KnowAI Agents in Action: Foundations for Evaluation and GovernanceEssential Viewing AI Agentic Design Patterns w/ AutoGenAI Agent Systems w/ crewAILangGraph CourseFrameworks & Tools LangGraphCrewAIAutoGenModel Context Protocol (MCP)n8nSend a text FEEDBACK? @reasoningshow.bsky.social@ReasoningShow@@reasoningshow

Duration:00:26:24

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AI & Cloud News of the Month - Feb 2026

2/28/2026
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 enterprise AI tools. SHOW: 1006 SHOW TRANSCRIPT: The Cloudcast #1006 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES: Link to February 2026 News and Articles FEEDBACK? @cloudcastpod.bsky.social@cloudcastpod@cloudcastpod@cloudcastpod

Duration:00:42:03

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How The Cloudcast is changing in 2026?

2/25/2026
Aaron and Brian discuss how The Cloudcast will be changing going forward, signaling an industry shift from Cloud Computing to AI. SHOW: 1005 SHOW TRANSCRIPT: The Cloudcast #1005 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES: Topic 1 - What are we announcing? (“The Reasoning Show”, a.k.a. “Reasoning”) Topic 2 - Why are we changing The Cloudcast? Topic 3 - Hasn’t The Cloudcast already been covering AI for a while? Topic 4 - What can we expect from the new podcast? Topic 5 - Anything else? FEEDBACK? @cloudcastpod.bsky.social@cloudcastpod@cloudcastpod@cloudcastpod

Duration:00:17:45

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What's Your Token Budget?

2/22/2026
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 the future of AI project management. SHOW: 1004 SHOW TRANSCRIPT: The Cloudcast #1004 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" CHAPTERS 00:00 - Celebrating Milestones and AI Insights 02:48 - The Cost of AI Agents and Realizations 06:05 - Centralization vs. Decentralization in AI 08:51 - The Evolution of AI Economics 12:03 - Future Trends in AI and Project Management 14:52 - Connecting AI to Real-World Economics KEY TOPICS: SHOW NOTES When AI Tokens cost more than your employees Should you own (or generate) your own tokens? On running a startup of Claude Code agents: 1 Billion tokens a monthCan AI grow corn?WE'VE REACHED A POINT WITH AI WHERE PEOPLE ARE STARTING TO THINK ABOUT THE BUSINESS IMPACTS FEEDBACK? @cloudcastpod@cloudcastpod.bsky.social@cloudcastpod@cloudcastpod

Duration:00:18:58

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Evaluating AI Models in 2026

2/18/2026
Aaron and Brian review some of the latest AI model releases and discuss how they would evaluate them through the lens of an Enterprise AI Architect. SHOW: 1003 SHOW TRANSCRIPT: The Cloudcast #1003 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES: Last Week in AI Podcast #234Artificial Analysis.AIOpus 4.6 ReleaseGPT Codex 5.3 ReleaseGLM-5 ReleaseOpenAI Preparedness FrameworkSam’s Tweet that 5.3 Codex hit “high” ranking for cybersecurityFortune Article on 5.3 high rankingTAKEAWAYS FEEDBACK? @cloudcastpod.bsky.social@cloudcastpod@cloudcastpod@cloudcastpod

Duration:00:28:59

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Three AI Rooms to be a Fly on the Wall in 2026

2/15/2026
As we move into Q1 2026, Brian talks about 3 rooms where he'd like to be a fly on wall to see the blueprints of significant AI companies shaping the markets. SHOW: 1002 SHOW TRANSCRIPT: The Cloudcast #1002 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" A FLY ON THE WALL IN 3 ROOMS IN 2026 Room1 - Room 2 - Room 3 - FEEDBACK? @cloudcastpod.bsky.social@cloudcastpod@cloudcastpod@cloudcastpod

Duration:00:12:57

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What do we wish we knew about the next 3 years of AI?

2/11/2026
Aaron and Brian explore the evolving landscape of AI over the next three years, discussing its economic implications, political influences, technological advancements, partnership dynamics, changing buying patterns, and the potential impact on job creation and destruction. They emphasize the uncertainty surrounding AI's future and the need for understanding its broader implications. SHOW: 1001 SHOW TRANSCRIPT: The Cloudcast #1001 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES: StratecheryWHAT DO WE WISH WE KNEW ABOUT AI IN 3 YEARS? FEEDBACK? @cloudcastpod.bsky.social@cloudcastpod@cloudcastpod@cloudcastpod

Duration:00:30:30

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The Economics of Software Developers

2/8/2026
If someone walked into your office today and asked you to build a framework for how to value software development, what would you think about it? SHOW: 1000 SHOW TRANSCRIPT: The Cloudcast #1000 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES: Chainguard introduces Factory 2.0On running a startup of Claude Code agentsAgentic Product Development and the Theory of ConstraintsSoftware Abundance HOW SHOULD SOMEONE THINK ABOUT THE ECONOMICS OF SW DEV IN 2026? FEEDBACK? @cloudcastpod.bsky.social@cloudcastpod@cloudcastpod@cloudcastpod

Duration:00:16:25

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The Future of Enterprise Software?

2/4/2026
Are we ready to move into an era of wild predictions about where the future of Enterprise software is headed in 2026 and beyond? SHOW: 999 SHOW TRANSCRIPT: The Cloudcast #999 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 NOTES The SPAC-king is going to fix legacy software All Enterprise software is dead Microsoft and Software Survival WHAT HAPPENS TO ENTERPRISE SOFTWARE NEXT? FEEDBACK? @cloudcastpod@cloudcastpod.bsky.social@cloudcastpod@cloudcastpod

Duration:00:27:11

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The Rise of Digital Sovereignty

2/1/2026
We take a listener question about digital sovereignty, tariffs and UK/EU independence from large US cloud providers, also Brian reaches out to the Melbourne, AUS listeners. SHOW: 998 SHOW TRANSCRIPT: The Cloudcast #998 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 NOTES AWS European Sovereign CloudAzure European Sovereign ServicesGoogle Cloud Sovereign CloudRed Hat Digital SovereigntyBroadcom Digital SovereigntyOracle Digital SovereigntyDigital Sovereignty in Europe, What’s the Plan B?Digital Commons EDIC Established (2025)EU AI ActTHE FUNDAMENTALS OF DIGITAL SOVEREIGNTY FEEDBACK? @cloudcastpod@cloudcastpod.bsky.social@cloudcastpod@cloudcastpod

Duration:00:32:42

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AI & Cloud Trends for January 2026

1/28/2026
Aaron Delp (@aarondelp), Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from January 2026. SHOW: 997 SHOW TRANSCRIPT: The Cloudcast #997 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SHOW NOTES: Link to January 2026 News and ArticlesFEEDBACK? @cloudcastpod.bsky.social@cloudcastpod@cloudcastpod@cloudcastpod

Duration:00:47:40

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10 Questions about what Cloud 2.0 might look like

1/25/2026
Following on the discussion of the Cloud 1.0 to Cloud 2.0 transition, we explore what that future cloud might look like. SHOW: 996 SHOW TRANSCRIPT: The Cloudcast #996 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES: Q1 - What didn’t Cloud 1.0 achieve from the grand vision? Q2 - What seemed promising but might have been the wrong timing? Q3 - Why didn’t more SaaS get bundled by the hyperscalers? Q4 - Does multi-cloud become easier? Q5 - Do primitives continue to be the core offering, or do more integrated offerings dominate the landscape? Q6 - Do a bunch of existing primitives get turned off to make room for new AI capabilities (DC capacity)? Q7 - Is security on by default? Q8 - Do more private/sovereign capabilities get offered? Q9 - What are the new AI capabilities that nobody has even thought of yet? Q10 - How does the mix of AI workloads get distributed across clouds, or across private and public? FEEDBACK? @cloudcastpod.bsky.social@cloudcastpod@cloudcastpod@cloudcastpod

Duration:00:23:49

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The Cloudcast Playbook - Lessons from 1000 Shows

1/21/2026
After 1000+ shows of The Cloudcast, when critical lessons have we learned about the industry, our our journey, and tips for anyone in tech. SHOW: 995 SHOW TRANSCRIPT: The Cloudcast #995 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES: Lesson 1 - Why did we create The Cloudcast? [Career expansion] Lesson 2 - How did we learn all the topics we covered? [Skills development] Lesson 3 - What have been the biggest Cloud trends we’ve covered [Trends] Lesson 4 - How did you think about technology transitions over the last 10-15 years? [Change] Lesson 5 - How important was it for you to learn the business side of cloud? [Follow the money] Lesson 6 - What structural changes do you think Cloud will have on IT in 10 years? [Legacy] Lesson 7 - What lesson from an episode do you think about the most frequently? Lesson 8 - What surprised you the most about the Cloud 1.0 era? Lesson 9 - What did you expect to happen, which never really happened? Lesson 10 - What were the most important lessons you personally learned? [Lessons Learned] FEEDBACK? @cloudcastpod.bsky.social@cloudcastpod@cloudcastpod@cloudcastpod

Duration:00:49:28

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It's the beginning of Cloud 2.0

1/18/2026
15 years ago, when we started The Cloudcast the definition of cloud was pretty clear cut. But now in 2026, the rules are all different and a new era of Cloud is upon us. Let’s explore what the next generation might provide. SHOW: 994 SHOW TRANSCRIPT: The Cloudcast #994 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 NOTES AWS in 2026: The year of proving they still know how to operate WHAT IS AND ISN’T CLOUD IN 2026? FEEDBACK? @cloudcastpod@cloudcastpod.bsky.social@cloudcastpod@cloudcastpod

Duration:00:21:07

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RAG That Survives Production

1/14/2026
SHOW: 992 SHOW TRANSCRIPT: The Cloudcast #992 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" SHOW NOTES: Tonic.ai websiteTonic Validate Product PageTonic Validate GitHubTopic 1 - Adam, welcome to the show. Give everyone a brief introduction. Topic 2: Our topic today is RAG systems, specifically RAG in production. Let’s start with customization sources and types. When it comes to customizing off-the-shelf LLMs, RAG is one option, as is an MCP connection to a SQL database, and there is pre- and post-training, as well as fine-tuning. How does an organization decide what path is best for customization? Topic 3 - RAG came on the scene as the savior for organizations that want to use customer AI without the need for fine-tuning and additional training. It has either gone through or is currently still in the trough of disillusionment. What are your thoughts on RAG's evolution and the challenges it faces? Topic 4 - Let’s walk through the basics of validation. Once you set up RAG, how would an organization know it works? How is accuracy measured and validated? Are you looking for hallucinations? Context quality? Topic 5 - What is Tonic Validate, and where does it fit into this stack? Is it in band? Out of band? Built into the CI workflow? Topic 6 - Accuracy is one aspect, but we hear more and more about ROI for Enterprises. How should ROI, risk, and compliance be measured? Topic 7 - Where and how does security fit into all of this? Also, your thoughts on synthetic data for training vs. real data? Topic 8 - If anyone is interested, what’s the best way to get started? FEEDBACK? @cloudcastpod.bsky.social@cloudcastpod@cloudcastpod@cloudcastpod

Duration:00:22:22

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20 Years of OSS Databases

1/7/2026
Peter Zairsev (@PeterZaitsev, Founder of @Percona) talks about the history of OSS databases, and how AI is reshaping the demands on modern databases. SHOW: 991 SHOW TRANSCRIPT: The Cloudcast #991 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SHOW NOTES: Percona websiteTopic 1 - Welcome to the show, Peter. Give everyone a brief introduction, and we’ll also dig into the details of Percona after that. Topic 2 - Percona is basically a household name in our space. Part of that is the excellent tech, and part of that is the longevity. Tell everyone the origin story of Percona. Topic 3 - How have OSS databases evolved? Going back 20 years is a bit far, but what recent trends stand out? How have cloud (i.e. the hyperscalers) and SaaS in particular changed this landscape Topic 4 - Percona plays in the same space, and with, MySQL, MongoDB, PostgreSQL. If you don’t mind, help everyone connect the dots there and why that matters. Topic 5 - What are the typical business cases and implementations you are seeing today? What are organizations trying to solve for the most? Topic 6 - How has AI and the rise of embeddings and vector databases impacted the OSS space? What are your thoughts here? Is this complementary/competitive/both? Topic 7 - What do you wish people knew more about Percona? FEEDBACK? @cloudcastpod.bsky.social@cloudcastpod@cloudcastpod@cloudcastpod

Duration:00:25:56

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AI & Cloud Trends for December 2025

1/4/2026
Aaron Delp (@aarondelp), Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from December 2025. SHOW: 990 SHOW TRANSCRIPT: The Cloudcast #990 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SHOW NOTES: Link to December 2025 News and ArticlesFEEDBACK? @cloudcastpod.bsky.social@cloudcastpod@cloudcastpod@cloudcastpod

Duration:00:44:10

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Cloud and AI Predictions for 2026

12/31/2025
Aaron and Brian make some bold predictions for the 2026 Cloud and AI markets, as well as reviewing the biggest issues going into 2026. SHOW: 989 SHOW TRANSCRIPT: The Cloudcast #989 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 NOTES: CLOUD & AI NEWS OF THE MONTH - NOV 2025CLOUD & AI NEWS OF THE MONTH - OCT 2025CLOUD & AI NEWS OF THE MONTH - SEPT 2025CLOUD & AI NEWS OF THE MONTH - AUG 2025CLOUD & AI NEWS OF THE MONTH - JUL 2025CLOUD & AI NEWS OF THE MONTH - JUN 2025CLOUD & AI NEWS OF THE MONTH - MAY 2025 CLOUD & AI NEWS OF THE MONTH - APR 2025CLOUD & AI NEWS OF THE MONTH - MAR 20252026 CLOUD + AI PREDICTIONS (AND BIG ISSUES TO REVIEW) PREDICTIONS: FEEDBACK? @cloudcastpod@cloudcastpod.bsky.social@cloudcastpod@cloudcastpod

Duration:01:02:06