The Reasoning Show
The Reasoning Show AI moves fast. Thinking clearly matters more.
The Reasoning Show cuts through the hype to explore how the smartest people in enterprise AI actually make decisions — the strategy, the tradeoffs, and the hard lessons no press release mentions.
Every week, hosts Aaron Delp and Brian Gracely sit down with the founders building the tools, investors funding the shift, and operators running AI in the real world. Not hype. Not panic. Just clear-headed conversations with people who have to make actual decisions.
Because the AI revolution isn't just happening. It's being reasoned through.
New shows every Wednesday and Sunday.
Topics: Enterprise AI strategy · LLMs in production · AI leadership · Agentic AI · Digital Sovereignty · Machine Learning · AI startups · Cloud Computing
The Reasoning Show
Is Everyone's AI Strategy in Chaos?
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
When you see the headline “<ex-employee> says <company> AI strategy is in chaos”, what does it really mean? Is any company’s AI strategy NOT in chaos at this point?
SHOW: 824
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:
- Ex-Google says Google's AI strategy is in chaos (Decoder)
- The Transformer Paper from Google (foundation of GenAI)
- NVIDIA coverage on Stratechery (Ben Thompson)
- DBRX LLM from Databricks
- Artic LLM from Snowflake
- OpenElm LLM from Apple
- OpenAI and Apple sign deal, Apple still wants a Google option
- IBM and Red Hat bring Open Source to AI with InstructLab
WE OVERESTIMATE IN 1YR, AND UNDERESTIMATE IN 10YRS
- “Most people overestimate what they can do in one year and underestimate what they can do in ten years.” - Bill Gates
DOES ANYONE REALLY HAVE THEIR AI STRATEGY FIGURED OUT?
- NVIDIA
- OpenAI
- Microsoft / Azure / GitHub
- Amazon / AWS
- Meta
- Apple
- IBM / Red Hat
- Oracle
- Snowflake
- Databricks
- VCs
- Startups
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