The Cloudcast

Evan Kaplan, CEO of InfluxData and a leader in open-source time series technologies, dives deep into the world of Physical AI. He contrasts this with generative AI, emphasizing the need for deterministic systems and high-resolution data. Kaplan explains the efficiency of time series databases and how they outperform traditional databases. He also discusses the trade-offs between data resolution and cost, and why real-time processing is crucial for applications in edge computing. Expect fascinating analogies with satellites and autonomous vehicles!

NVIDIA has once again posted record earnings, but the future depends on various external factors. The discussion delves into metrics to monitor, including customer revenues and alternative competition. Insights into data center growth and energy needs highlight the infrastructure challenges ahead. A financial analysis reveals how cash flow might tackle bottlenecks. With multiple alternatives vying for attention, the conversation also examines how these developments shape the AI landscape. It's a deep dive into NVIDIA's influence and the industry's evolving dynamics.

Rohan Sathe, CEO and Co-Founder of Nightfall AI, shares his insights on the alarming rise of Shadow AI, where employees unknowingly expose sensitive data through AI tools. He highlights the differences between Shadow AI and traditional Shadow IT, emphasizing the rapid adoption of AI by workers. Rohan discusses the evolution of data loss prevention with AI technology, the importance of real-time monitoring, and the need for organizations to educate and implement controls against these risks. He also addresses the growing implications of agentic AI on data security.

The discussion dives into whether AI funding is rational or irrational, exploring the complexities behind investment numbers. It examines how rapid AI changes challenge interpretation for non-tech audiences. The podcast highlights the concentration of market gains among a few dominant companies and investigates how to effectively measure AI's impact on productivity and workforce displacement. Additionally, it questions the ability of infrastructure to keep pace with AI demands and considers the risks associated with aggressive AI scalability.

James Higginbotham, an API strategist and founder of LaunchAny, dives into the evolving landscape of APIs. He highlights crucial trends shaping enterprise API strategies, including treating APIs as products. The conversation covers managing API sprawl through classification and governance, and the balance of build versus buy in API services. James discusses the influence of AI on code generation and business empowerment, while emphasizing the need for robust API security measures. He also shares resources for API training and coaching, making this a must-listen for industry professionals.

Recent tech shifts highlight the dynamics of AI investment, touching on Ben Thompson's 'benefits of bubbles' theory. These bubbles, while volatile, can accelerate innovation and infrastructure growth. The podcast contrasts ambitious AI forecasts with existing resource constraints, while exploring the critical role of government in facilitating AI scaling. It traces key developments from ChatGPT to future regulatory discussions, emphasizing the need for long-term planning amidst rapid software progression. A compelling look at AI's evolving landscape!

Brian and Brandon dive into the intersection of AI and cultural trends, likening AI adoption to college football. They explore how small businesses, such as car dealers, are leveraging AI tools like ChatGPT. The duo analyzes significant growth rates from major cloud providers while raising questions about the sustainability of AI-driven revenue. They discuss recent outages and resilience practices, review OpenAI's new products and corporate shifts, and speculate on Microsoft's partnership implications. Great insights into the evolving tech landscape!

This discussion explores how Amazon's trajectory mirrors that of Cisco during the early 2000s. Key topics include the cultural shifts within Amazon as it expands, the impact of recent layoffs, and how market dominance is evolving with the rise of AI. The team analyzes the changing buyer behavior from cloud to AI solutions, the implications of overcapacity in their retail sector, and the significance of leadership principles. The conversation leaves us pondering whether Amazon can avoid the pitfalls that befell Cisco.

In this engaging discussion, Soham Mazumdar, CEO and co-founder of WisdomAI, shares his remarkable journey from Google's search innovations to leading Rubrik through a $5.6 billion IPO. He tackles the pervasive issue of enterprises drowning in data yet starving for insights, exploring how agentic AI can revolutionize business intelligence. Soham highlights the transformative power of language models and discusses innovative solutions for ensuring data accuracy and governance, making complex analytics accessible to all.

Why are 95% of AI projects struggling to create positive ROI, according to a recent MIT study? Do businesses need help getting those first few AI projects started and driven to success?SHOW: 970SHOW TRANSCRIPT: The Cloudcast #970 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:MIT Study - The State of AI in Business (2025)The Information - Interview with Vihod Khosla (Oct 2025)WHERE ARE THE BIGGEST AI RISKS?Why are Businesses struggling with AI projects in 2025?What are simple steps to make AI projects successful?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod