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: 942SHOW TRANSCRIPT: The Cloudcast #942 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK 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 out Fctr's Tako AI, the first AI agent for Okta, on their website[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.[DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.SHOW NOTES:Google and Windsurf, Stinky Deals, Chesterton’s Fence and the Silicon Valley EcosystemAndreessen Horowitz’s Casado Plays Talent Broker for CursorCognition acquires Windsurf after CEO and Researchers go to GoogleAre AI Acquihires Screwing Up the Startup Space?How ‘Acquihires’ Are Reshaping Silicon Valley’s AI InvestmentsWHY WOULD ANYBODY JOIN AN AI STARTUP? Windsurf, ScaleAI, Inflection and several other AI companies are getting acquihired. The US DOJ and FTC are scrutinizing acquisitions by large tech companiesLarge tech companies are able to acquihire without paying for non-foundersNot every company will be ChatGPT and grew without massive sales and marketingWhat would anyone join an AI Startup if you’re not the Founder or AI Researcher? FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
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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: 941SHOW TRANSCRIPT: The Cloudcast #941 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW 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.[DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their websiteSHOW NOTES:Cursor Series-C Funding ($9.9B valuation)New Cursor Pricing TiersUpdated Cursor Pricing (June 2025)Cursor apologizes for unclear pricing changes (TechCrunch) Promiscuity of Modern Developers (Redmonk)Aaron Levie speculates that coding-assistants are involved with 50% of AI usage todayAnysphere, the startup behind coding app Cursor, hired two former Anthropic leadersMeasuring the actual impact of AI coding (Changelog)Windsurf’s CEO goes to Google; OpenAI’s acquisition falls apart (TechCrunch)Windsurf 2-3x’d headcount, and then the founding team walked. Pretty wild (X.com)Topic 1 - What happened (basics of the pricing change)?Topic 2 - How was this communicated? Topic 3 - Where was the confusion?Topic 4 - Wasn’t this inevitable because of huge costs and funding rounds? Topic 5 - How do we square the “developers don’t pay for anything” and “AI-native vs. AI-augmented” when developers are still in the loop?Topic 6 - Does this inevitability mean AI coding-assistants can’t be a standalone business, but need to be in a bundle? Topic 7 - WTF Windsurf?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: <
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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: 940SHOW TRANSCRIPT: The Cloudcast #940 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK 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.[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website[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.SHOW NOTES:AI Eats the World (Benedict Evans)East Meets West 2025 (keynote presentation) The State of Consumer AI (2025 - Menlo Ventures)WHEN SHOULD YOU START ENGAGING WITH AI?Nobody wants to be told what to do; and everyone wants guidance on what to do[Experience from watching adoptions in the Enterprise]No job has ever been safe in the long runAI is like every new technology, it has a steep and long learning curve. But the beginning seems pretty easy. Nobody knows AI best practices at this pointNobody knows good AI KPIs at this pointNobody understands AI costs at this pointThe “older” generation can build on their existing domain experienceThe “younger” generation has always figured out new ways to work, be creativeEven CEOs aren’t the ultimate boss - the market, boards, peer pressure, etc. - they will push trends, sometimes without all the dataFEEDBACK?
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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: 939SHOW TRANSCRIPT: The Cloudcast #939 TranscriptSHOW 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] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their websiteSHOW NOTES:Astonomer.io websiteApache AirflowTopic 1 - Welcome to the show, Julian. Give everyone a quick introduction.Topic 2 - Our topic today is Data Pipelines with Apache Airflow. For those unfamiliar, provide an introduction to Apache Airflow and how Airflow manages data pipelines.Topic 3 - What are the advantages of Apache Airflow vs. others in the space? What are the downsides? How does Airflow fit in with other Apache projects?Topic 4 - I would imagine this is where Astronomer potentially comes into play. What makes Astonomer different from Airflow? What problems are you trying to solve for both developers and operations folks?Topic 5 - What does a typical implementation look like? What growing pains do developers typically face when they need to introduce pipelining tools and begin standardization? Is it a scale issue? A complexity of tools issue? Integrations with infrastructure?Topic 6 - One aspect I typically see with automation is security, especially at scale. What recommendations do you have for developers regarding security, particularly in the context of multi-tenancy, for data pipelines?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
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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: 938SHOW TRANSCRIPT: The Cloudcast #938 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK 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 out Fctr's Tako AI, the first AI agent for Okta, on their website[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.SHOW NOTES:Digital Sovereignty concerns, investments and new laws outside the US Growth of regional clouds? Uncertainty in Azure, AWS - employee layoffs, review cycles, focus on non-AI projects/featuresEast Meets West 2025 (keynote presentation) - See slide 27 (GPU share vs Cloud revenue share)Revenues: AWS ($116B run rate); Azure ($107.2B), GCP ($49B), Oracle Cloud ($12B IaaS, $16.8B SaaS), CoreWeave ($1B, since 2022) – OpenAI ($12-13B in 2025)NVIDIA ($130B)Massive Data Center build outs - Stargate ($500B), Meta ($60-65B), Grok/X ($10B)AWS ($100B), Azure ($80B), Saudi Arabia (up to $100B)FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
The Cloudcast (@cloudcastpod) is the industry's #1 Cloud Computing podcast, and the place where Cloud meets AI. Co-hosts Aaron Delp (@aarondelp) & Brian Gracely (@bgracely) speak with technology and business leaders that are shaping the future of business. Topics will include Cloud Computing | AI | AGI | ChatGPT | Open Source | AWS | Azure | GCP | Platform Engineering | DevOps | Big Data | ML | Security | Kubernetes | AppDev | SaaS | PaaS .
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