The Cloudcast AI & Cloud Trends for December 2025
38 snips
Jan 4, 2026 
Brandon Whichard, co-host from Software Defined Talk and expert in cloud and AI trends, joins the discussion with Aaron and Brian. They explore the shifting dynamics of college football playoffs as a metaphor for tech disruptions. Brandon analyzes AWS's recent changes in event formats and critiques their AI messaging. They also dive into the implications of NVIDIA's strategies and the emerging bifurcation in AI markets. The trio reflects on Disney's hefty OpenAI investment and hints at challenges leading into 2026.
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Holiday Downtime And Family Trips
- Brandon spent his holidays consuming 700 hours of football and relaxing at home with family.
- Aaron went skiing in Park City with the family and enjoyed a low-conflict trip.
Changing Conditions Trump Legacy Advantages
- Brandon likened college football's changing guard to shifts in tech market conditions and advantages.
- He argued environmental changes, not just people, create new winners and upset legacy leaders.
AI FOMO Follows A Hype-Cycle Rollercoaster
- Aaron compared the playoff swings to the Gartner hype cycle moving from disillusionment to renewed enthusiasm.
- He warned perceptions flip quickly based on the latest results rather than long-term trends.