The Cloudcast podcast | Listen online for free

Available Episodes

5 of 961

Where do Developer-Assistants go next with AI?
Where does the next phase of AI-assistants for software development go next? Is it an evolution of developer productivity, or a complete rethinking of the barriers and limitations for broader software development? SHOW: 924SHOW TRANSCRIPT: The Cloudcast #924 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:WHERE DO AI DEVELOPER-ASSISTANTS GO NEXT?A year ago it felt like co-pilots were one of the entry point use-cases for AI.Since then we’ve seen numbers say the uplift is 10-20% productivity.Microsoft claims that 20-30% of their code is now written by AIs.We’ve seen many senior developers speakout that it’s not replacement level technology and they don’t trust it.Companies like Cursor have a $9-10B valuation. Windsurf just got purchased for $3B by OpenAI.Microsoft has Co-Pilot (based on OpenAI models). Google and Amazon are rumored to be launching their own.Lots of companies are launching agents (IBM, Salesforce, Oracle, etc.), and lots of agent frameworks now exist. So where does it go next? Is it just wide-spead adoption of developer productivity? Is it specialized functions within developer workflows? (e.g. CI/CD, documentation, security evaluations, bug fixes, long-term maintenance, etc.)How far are we from teams being just a few architects, leads, Sr. Devs, and then teams of AI’s (agents, etc.)?Is that a good thing for Sr. Dev personalities that didn’t want to focus on soft-skills?Does that allow for greater experimentation against feature-requests or stories, since they can create more, test more, etc.?Do we start to see companies create skunkworks teams/groups that try to adopt this approach? Are product managers ready to have zero-backlogs and the demand for new ideas to increase?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
--------
25:17
Building Customer-First Products
Siqi Chen (@blader, CEO/CFO @Runwayco), talks about his journey from JPL developer to Founder of a financial planning and analysis (FP&A) startup. We focus on how to build products that customers crave and how a customer-centric view differs from traditional product management.SHOW: 923SHOW TRANSCRIPT: The Cloudcast #923 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:Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Runway websiteBehind What Seems Like an Overnight Success (video)Topic 1 - Welcome to the show, Siqi. First, your combination of technical and business/financial background is fascinating. How did you go from coding at NASA to Head of Product at Zynga to CEO/CFO for a finance platform startup? Give everyone a quick introduction.Topic 2 - One thing I’ve noticed as a trend in your background is the core concept of building. What has been your philosophy in building products? How do you build products that customers demand?Topic 3 - Let’s talk about AI and AGI for a moment. We hear all the time how disruptive this will be. What are your thoughts here, and how do we develop both adaptability and resiliency to new technologies?Topic 4 - Let’s talk FP&A (financial planning & analysis). Our core listeners out there tend to skew more towards the tech and infrastructure side, but a core theme of this show is always to be learning as much of the business as possible to apply those concepts. As someone with a background in both worlds, plus now running an FP&A startup, what do you wish folks on the technical side of the house knew more about to make their jobs easier?Topic 5 - We posted a link in the show notes for a video you did on the “overnight success” of Runway. It was a good representation and origin story of how something can go viral with the right mindset and product-market fit. Tell everyone about that as Runway approaches 5 years now. Topic 6 - What is your biggest challenge in the FP&A space today? Is it AI? We’ve seen a lot of AI disruption in coding, legal, and other areas requiring deep data pool insights. Is this any different?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
--------
26:30
WhyQ vs. It is what it is
Tech CEOs are making bold proclamations, from WhyQ to It is what it is. How will companies navigate this spectrum as they seek innovation, accountability and profitability throughout 2025? SHOW: 922SHOW TRANSCRIPT: The Cloudcast #922 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Amazon 2024 CEO Letter to Shareholders - A Why CultureUber CEO says “it is what it is” about changing benefitsWHEN DOES WHY BECOME IT IS WHAT IT IS? Communicating is difficult, especially as the company grows in size (or is remote)Communicating change is difficult, even when communication channels are strongOutside of finance, tech tends to pay at the high end of salaries and perksWe’re in an interesting time of challenging economics and pressure from AI Perks are difficult to pull back, because business success isn’t evenly rewardedWhy is positioned as open culture, or strategy, but it’s also about day-to-day behaviorIt is what it is a decision, but it’s also accountability and continued viabilityMost leaders are going to have to manage between Why and It is what it is in 2025Most workers are going to have to work between Why and It is what it is in 2025FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
--------
24:01
AI & Cloud Trends for April 2025
Aaron Delp, Brian Gracely, and Brandon Whichard discuss the top stories in Cloud and AI from April 2025, including OpenAI, MCP, VibeCoding and Hyperscaler earnings. SHOW: 921SHOW TRANSCRIPT: The Cloudcast #921 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:Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Link to April 2025 News and ArticlesFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
--------
31:27
The Early AI Journey and Learning Curve
As more companies begin to adopt AI into their workforce and day-to-day processes, it will be interesting to watch how their learning curve is spread across knowledge workers. SHOW: 920SHOW TRANSCRIPT: The Cloudcast #920 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:AI Horseless Carriages (AI user-experiences)HOW WILL WE VIEW AN AI AGENT IN THE CONTEXT OF HUMANS OR “USERS”The low-hanging fruit, simple on-ramp is the key to early AI adoption Google and Microsoft are already showing revenue increases, likely through the productivity apps bundlingExpect prices to increase slowly, but frequently as adoption happens and companies get used to the knowledge worker productivity increases (or expectations)Curious how knowledge workers are adopting, sharing, increasing their learning curveSharing still seems to be lacking within the AI tools. Not just sharing of an individual task, but sharing of learning curves, best practices, datasetsIs there a dataset collection opportunity? This feels like Big Data or Data Lake 5.0. FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
--------
21:45