Sam, Jony, McGuffin and Vaporware

Sam, Jony, McGuffin and Vaporware

Is it ever a good time for a company to announce vaporware? Let’s discuss the pros and cons of pre-announcements, vaporware, and the strategy of products that may or may not ever exist. SHOW: 928 SHOW TRANSCRIPT: The Cloudcast #928 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" SHOW SPONSORS: [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud[VASION] Va...

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A Cloud Nobody Owns: Sovereign Infrastructure for the Agent Era with Dominic Williams

A Cloud Nobody Owns: Sovereign Infrastructure for the Agent Era with Dominic Williams

Brandon interviews Dominic Williams, founder, president, and chief scientist of the DFINITY Foundation, about the Internet Computer and why he set out to build a new back-end compute stack. Williams t...

12 Loka 41min

The New, New Kingmakers: Agents, Developers, and the Future of Software with Stephen O'Grady

The New, New Kingmakers: Agents, Developers, and the Future of Software with Stephen O'Grady

Brandon interviews Stephen O'Grady, principal analyst and co-founder of RedMonk, about his 2013 book *The New Kingmakers* and his recent follow-up, "Agents: The new, New Kingmakers." O'Grady explains ...

7 Loka 43min

AI News for End of September 2026

AI News for End of September 2026

Brian (@bgracely) and Brandon (@bwhichard) discuss the biggest AI news stories from the second half of September 2026. Oracle sent a force majeure notice on a major data center build, which Brandon re...

4 Loka 35min

The Anthropic IPO?

The Anthropic IPO?

We review the potential Anthropic IPO, in the context of revenue trajectory, expense trajectory and planned commitments, past and future funding rounds, future expanse commitments to large datacenter ...

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The OpenAI IPO?

The OpenAI IPO?

We review the potential OpenAI IPO, in the context of revenue trajectory, expense trajectory and planned commitments, past and future funding rounds, future expanse commitments to large datacenter pro...

27 Syys 28min

How Do Regulated Enterprises Deploy Private, Secure AI?

How Do Regulated Enterprises Deploy Private, Secure AI?

Aaron interviews Ivan Lee, founder and CEO of Datasaur, about what it takes to build private, secure AI for regulated enterprises. Lee traces the shift away from third-party model reliance to complian...

23 Syys 34min

AI News for Mid-September 2026

AI News for Mid-September 2026

Aaron and Brandon cover what the week's news means for enterprise buyers. They question whether Oracle's reported $664 billion backlog is durable demand or overlapping commitments, and Brandon argues ...

21 Syys 42min

Building AI Agents That Support Enterprise Teams

Building AI Agents That Support Enterprise Teams

Aaron interviews Diego Oppenheimer, general partner at the AIT Fund (the venture fund behind the AI Tinkerers builder community), about what it takes to move AI agents from personal experimentation in...

16 Syys 39min

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