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The Enterprise AI Show

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The Enterprise AI Show explores the AI journey for Enterprise companies around the world.  \[formerly The Cloudcast]  As the AI revolution moves from experimentation to execution, **The Enterprise AI Show** provides the clarity needed to lead. Join Aaron Delp and Brian Gracely as they explore the intersection of generative AI, enterprise systems, and global business strategy. Each episode features clear-headed conversations with the people making actual decisions—founders, investors, and practitioners—focusing on the technical architectures and business models that drive real-world ROI. New shows every Wednesday and Sunday.  *Topics: Enterprise AI strategy · The AI Economy ·  LLMs in production · AI leadership · Agentic AI ·  Digital Sovereignty · Machine Learning · AI startups ·  Cloud Computing*

AI News for End of September 2026

4 Oct 2026

Brian(@bgracely) and Brandon(@bwhicard) 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

The Anthropic IPO?

30 Sep 2026

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

The OpenAI IPO?

27 Sep 2026

Brian reviews the 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

How Do Regulated Enterprises Deploy Private, Secure AI?

23 Sep 2026

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

AI News for Mid-September 2026

21 Sep 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

Building AI Agents That Support Enterprise Teams

16 Sep 2026

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

Securing AI Agents in the Enterprise: NanoClaw, Zero Trust Guardrails, and Governance at Scale

13 Sep 2026

Brian and Aaron interview Gavriel Cohen, co-founder and CEO of Nanoco and creator of the open-source agent framework NanoClaw, about securing AI agents in enterprise environments. Cohen shares how he

How Open-Source is Reshaping the AI Infrastructure Stack

9 Sep 2026

Aaron interviews David Aronchick, CEO @ Expanso (former PM lead for Kubernetes, Kubeflow co-founder, and open-source ML leader at Azure) about how open source is reshaping the AI infrastructure

Vitamins vs. Pain Killers vs. Whippets - The Enterprise AI Adoption Problem

6 Sep 2026

Brian, Brandon, and Aaron discuss enterprise AI adoption using the sales analogy of whether AI is a “vitamin” or a “painkiller,” arguing that successful transformation still requires a

AI News of the Month - August 2026

2 Sep 2026

Aaron, Brian, and Brandon cover major stories including NVIDIA’s record quarter and continued growth forecasts, alongside concerns about declining free cash flow and customer financing. They

AI Watermarking: Compliance Theater or Real Provenance Tool

30 Aug 2026

SUMMARY: Brian, Brandon, and Aaron focus on AI watermarking, driven largely by EU transparency requirements, and discuss how approaches like token-selection patterns can be detected but were

Your AI Project Doesn't Need More Agents

26 Aug 2026

SUMMARY: Brandon speaks with Rich Ziade, co-founder and CEO of Aboard, about why enterprise AI projects fail without real discovery, why "agents" have been oversold as a headcount play, and why

NVIDIA's Pivot from Chipmaker to Financier

23 Aug 2026

SUMMARY: Brian, Brandon, and Aaron discuss news about Nvidia’s reported $105B backing of OpenAI’s Ohio data center and what it implies for GPUs as an “asset class” and enterprise AI. Brian

Own Your AI Weights or Rent Them?

19 Aug 2026

SUMMARY: Brandon and Aaron discuss the pros and cons of owning or renting your model weights. What does that mean for the Enterprise, and what should you be considering? SHOW: 1055 SHOW TRANSCRIPT:

Will OSS Models Take Over?

16 Aug 2026

SUMMARY: This episode is the second part and explores the flip side of OSS models. Last episode, we discussed the potential decline; this episode, we’ll talk about the potential positive future of

Are We Seeing The End Of OSS Models?

12 Aug 2026

SUMMARY: In this episode, Aaron and Brandon explore the potential decline of open-source models in AI, discussing market trends, financial challenges, and the future of OSS in the AI landscape. SHOW:

The Zitron Bear Case: What's Right, What's Wrong?

9 Aug 2026

SUMMARY: In this episode, Aaron and Brandon tackle the provocative critiques of AI by Ed Zitron, a vocal opponent in the tech industry. They delve into the bear case against AI, exploring both the

Do You Even Need That Trillion-Parameter Model?

5 Aug 2026

SUMMARY: We continue our Models and Money series. In this episode, Brian and Aaron explore the current state and future of AI models, focusing on model size, model harnessing, and intelligent model

AI News of the Month - July 2026

2 Aug 2026

SUMMARY:  Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard) discuss the biggest AI news stories from the month of July 2026.  SHOW: 1050 SHOW TRANSCRIPT: The Enterprise AI Show #1050

How AI Stacks are rewriting the Rules of Business

29 Jul 2026

SUMMARY: Brian speaks with Dave Vellante, Co-Founder/CEO theCUBE, about how AI is changing the entire tech stack, the evolution of systems of intelligence, and how the competitive landscape is

When Will the Models be Good Enough?

26 Jul 2026

SUMMARY: Brian and Aaron explore the current state and future of AI models, focusing on model size, model harnessing, and intelligent model routing. They discuss whether bigger models are always

AI's Impact on Trust and Brand

22 Jul 2026

SUMMARY: Brian talks with Melissa Rosenthal from Outlever about the intersection of AI, brand, and marketing. They explore how AI impacts trust, brand consistency, and operational efficiency,

What is a Behavioral Agent Automation Platform?

19 Jul 2026

SUMMARY: Steven Walchek, CEO at Liminal, discusses secure AI enablement for regulated industries and why most enterprises are stuck in perpetual AI pilots. We explore the "agentic cliff" and how

Does FinOps need an update for the AI world?

15 Jul 2026

SUMMARY: On today’s "Models and Markets" - we explore about the FinOps experience from Cloud is having to adapt to the changing demands of Enterprise AI.  SHOW: 1045 SHOW TRANSCRIPT: The

Buy, Build or Rent your AI?

12 Jul 2026

SUMMARY: Something new - "Models and Markets" - Aaron and Brian explore how recent news and macro trends are causing more companies to explore whether they should Buy, Build or Rent their AI future.

Unstructured Data in an AI World

8 Jul 2026

SUMMARY: While we spend a lot of time discussing AI models, we don’t always spend enough time on the challenges of managing the unstructured data used to train, tune, and enable those models.

Are companies giving away their secrets to AI?

5 Jul 2026

SUMMARY: Are CEO's frustrated with the lack of control, costs and sovereignty of their AI environments?  SHOW: 1042 SHOW TRANSCRIPT: The Enterprise AI Show #1042 Transcript SHOW VIDEO:

AI News of the Month - June 2026

1 Jul 2026

SUMMARY:  Brian Gracely (@bgracely) and Aron Delp (@aarondelp) discuss the biggest AI news stories from the month of June, 2026.  SHOW: 1041 SHOW TRANSCRIPT: The Enterprise AI Show #1041 Transcript

Enterprises are concerned about AI Costs, Governance and Trust

28 Jun 2026

SUMMARY: As AI within the Enterprise matures, we look at 10 concerns and challenges that are still causing Chief AI Officers to worry about success in the future.  SHOW: 1040 SHOW TRANSCRIPT: The

A Day in the Life of a Forward-Deployed Engineer

24 Jun 2026

SUMMARY: What does a Forward-Deployed Engineer actually do? And what about deploying AI Harness? Let’s dig into the real-world with these evolving AI concepts and technologies.  SHOW: 1039 SHOW

Chaotic AI Markets: Focus on what you can control

21 Jun 2026

SUMMARY: On Father's Day, how would you explain some of the volatility of the AI market to your father? What advice might he give you to navigate the ups and downs and uncertainties? SHOW: 1038 SHOW

AI Cyber is expanding a Vulnerability Gap

17 Jun 2026

SUMMARY: As tools like Mythos create new AI-cybersecurity concerns, CIOs and CISOs need to be prepared for two challenges: Security Remediation and Patch to Production acceleration.  SHOW: 1037 SHOW

Do CIOs need to create an Enterprise AI Harness?

12 Jun 2026

SUMMARY: How can CIOs balance innovation and control as they roll our AI capabilities across their organization. How can they balance onboarding, experience, security and flexibility?  SHOW: 1036

Should CIOs have a backup plan for AI?

10 Jun 2026

SUMMARY: If the cost of public AI continues to rise, because of various market shortages, should CIOs start looking at backup plans to better own their AI journeys and futures? SHOW: 1035 SHOW

What are the incentives to share AI learning curves with teammates?

5 Jun 2026

SUMMARY: When we get to the end of 2026, how will enterprise companies be measuring the success of their AI projects? And how well will their teams be sharing their AI learning curves? SHOW: 1034

Cerebras is disrupting the market with Fast Inference

3 Jun 2026

SUMMARY: After the first successful AI IPO of 2026, we dig into what makes the Cerebras WSE architecture unique in the market for fast inference.  GUEST: Andy Hock, Chief Strategy Officer at

How will team collaboration evolve within Enterprise AI?

31 May 2026

SUMMARY: The biggest enterprise AI question is which organization can most effectively operationalize, govern, and economically scale AI agents across the business. SHOW: 1032 SHOW TRANSCRIPT: The

AI News of the Month - May 2026

27 May 2026

SUMMARY:  Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, Software Defined Talk and Failover Media) discuss the biggest AI news stories from the month of May, 2026.  SHOW: 1031 SHOW

Why Enterprise AI Economics Are Changing

24 May 2026

SUMMARY: The biggest enterprise AI question may no longer be Which model is smartest? Instead, which organization can most effectively operationalize, govern, and economically scale AI agents across

Can AI Agents be held Accountable?

20 May 2026

SUMMARY: As AI Agents are being brought into complex, regulated workflows, we explore the importance of accountability and accuracy, and how platforms and harnesses accomplish that goal. Can the CFO

Enabling AI Governance for M365

17 May 2026

SUMMARY: As AI agents become embedded in everyday work, Microsoft 365 governance is no longer a back-office compliance exercise. it’s the “traction control” that lets enterprises innovate

An AI Market Analysis, May 2026

13 May 2026

SUMMARY: RIP Reasoning, hello The Enterprise AI Show. We do a point-in-time analysis of the AI market for May 2026, across 11 major categories.  SHOW: 1027 SHOW TRANSCRIPT: The Enterprise AI Show

AI, Data Centers, and the Power Crunch

10 May 2026

SUMMARY: We  explore one of the most overlooked bottlenecks in the AI boom: energy and infrastructure and  why power availability is becoming the limiting factor. GUEST: Wannie Park, Founder/CEO of

AI News of the Month for April 2026

6 May 2026

SUMMARY:  Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, Software Defined Talk and Failover Media) discuss the biggest AI news stories from the month of April, 2026.  SHOW: 1025 SHOW

The 2026 AI Draft

3 May 2026

SUMMARY: Draft guru Brandon Whichard (Software Defined Talk) joins us for the inaugural AI Draft, where we predict the next year of AI winners, losers, trends, and headlines.  GUEST: Brandon

Halt & Retool: Rewriting Software Development in the Age of AI Agents

29 Apr 2026

SUMMARY: Exploring how to fully embrace AI-driven, agent-based software development, resulting in dramatically increased productivity and faster feature delivery. It highlights a broader shift in

The Zero-CVE Mirage: Hardening Software in the Age of AI Attacks

26 Apr 2026

SUMMARY: How software development is rapidly evolving in the age of AI and automation. Matt Moore shares how his team is rethinking secure software supply chains, scaling infrastructure, and safely

The Grid’s Breaking Point: Can AI Save the Infrastructure It’s About to Crash?

22 Apr 2026

SUMMARY: How real-time power flow optimization at the edge is helping data centers and the electrical grid handle surging AI energy demands more efficiently. By unlocking hidden capacity and

Shadow AI is Faster Than Your Governance: Why Guardrails are Failing

19 Apr 2026

SUMMARY: Shadow AI is growing much faster than known AI adoption across businesses. How can IT teams get Shadow AI under control? GUEST: Uri Haramati, CEO at Torii SHOW: 1020 SHOW TRANSCRIPT: The

The Junior Dev Crisis: Who Inherits the Code When AI Does the Work?

15 Apr 2026

SUMMARY: Have we reached a point where coding is a solved problem? And if so, what are the downstream effects on companies that need software to differentiate their business? GUEST: Brandon Whichard,