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Shadow AI Nov 19, 2025

Show notes

SHOW: 977

Rohan Sathe (@rssathe, CEO @NightfallAI) discusses the rise of Shadow AI, where employees unknowingly leak sensitive corporate data through generative AI tools like ChatGPT.

SHOW TRANSCRIPT: The Cloudcast #977 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

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[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”.
[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

SHOW NOTES:

Topic 1 - Welcome to the show, Rohan. Give everyone a brief introduction, including your time at Uber Eats.

Topic 2 - How do you define Shadow AI? We hear Shadow AI compared to Shadow IT back at the start of cloud. However, this looks different because everyone's learning curve is much smaller. For Shadow IT to happen, you had to know IT (servers, storage, etc.). Is this the correct way to think about the problem?

Topic 3 - How big is the Shadow AI problem today?

Topic 4 - Normally, data leaks would be discovered by traditional DLP (data loss prevention) tools. In my experience, those tools have been cumbersome and clunky, and you often face the classic trade-off between user productivity and security, as well as the need to lock down access. How has this mindset evolved in the era of AI?

Topic 5 - What happens when AI-powered attacks meet AI-powered defense?

Topic 6 - Let's talk about the technical architecture. How does Nightfall actually work across SaaS apps, endpoints, browsers, and AI tools?

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Rational and Irrational AI numbers Nov 16, 2025

Show notes

Is the current level of AI funding and investment rational or irrational? Is it possible that it’s both at the same time? Let’s look at some numbers and the thought process behind them.

SHOW: 976

SHOW TRANSCRIPT: The Cloudcast #976 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:

[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:

DO WE HAVE ANY IDEA HOW TO MEASURE THE IMPACT OF AI?

How much is one model better than another (e.g. Gemini vs. CoPilot)?
How much improvement should a software developer get?
How much improvement should a knowledge worker get?
How much cost savings should a chatbot provide?
How long should it take to make a model understand a company’s data?
How many workers can a company displace with AI?
OpenAI in 2030 - 26 gigawatts could power between 3.7 million to 17.3 million modern GPU servers
OpenAI in 2035 - 50 gigawatts could power between 37 million to 173 million modern GPU servers

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2025 State of APIs Nov 12, 2025

Show notes

James Higginbotham (@launchany) discusses the evolution of API usage across developers, modern applications and APIs.

SHOW: 975

SHOW TRANSCRIPT: The Cloudcast #975 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

[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”.
[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

SHOW NOTES:

Topic 1 - Welcome back to the show James. It’s hard to believe it’s been 11 years since we last spoke on the show! Give everyone a brief introduction.

Topic 2 - To say we’ve come a long way with APIs as an industry is an understatement. But let’s set the table for everyone. In your interactions with Enterprise customers, what trends or standards are currently top of mind?

Topic 3 - You wrote an article (link in show notes) titled Lessons after a Decade of API Strategy. What struck me from the article was the combination of technology, business, and even culture, all of which have to come together. When talking to Enterprises these days, have we moved past understanding what APIs are and straight to solving problems with APIs?

Topic 4 - What are the most common use cases you see today? API transformation? API sprawl and consolidation/documentation? Integration of SaaS/3rd party services?

Topic 5 - No conversation would be complete without a discussion about AI and AI’s impact on API’s. I view this in several different ways. AI is creating APIs, and AI is being consumed through APIs. How do you think about AI and its impact? What’s changed and what has stayed the same?

Topic 6 - Second aspect to the AI topic, where and how does security fit into this intersection of AI and APIs?

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All the new AI stuff all at once Nov 09, 2025

Show notes

In the history of technology era changes, things tend to change slowly at first, and then quickly all at once. We’ve now reached the beginning of the all-at-once era of AI change.

SHOW: 974

SHOW TRANSCRIPT: The Cloudcast #974 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:

[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:

WHAT WAS THE LEADING AI TREND FOR EACH YEAR?

2022 - What is ChatGPT
2023 - What can GenAI do? (Jobs, Skills, etc.)
2024 - Alternatives to OpenAI and NVIDIA, Where is Google?, Where is AWS?
2025 - Open source in AI, AI Regulations, AI Partnerships, Deep Seek, AI Agents, AI Funding, AI Power Challenges, AI Gov’t Involvement
2026 - ???

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AI & Cloud Trends for October 2025 Nov 05, 2025

Show notes

Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from October 2025.

SHOW: 973

SHOW TRANSCRIPT: The Cloudcast #973 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

[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”.
[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

SHOW NOTES:

Link to October 2025 News and Articles

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Is Amazon the new Cisco? Nov 02, 2025

Show notes

Patterns in technology tend to eventually repeat themselves (or at least rhyme), and Amazon is beginning to repeat some of the patterns of Cisco from the early 2000s

SHOW: 972

SHOW TRANSCRIPT: The Cloudcast #972 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:

[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:

Staying nimble and continuing to strengthen our organization (Amazon, Oct 2025)
Strengthening our culture and teams (Amazon, Sept 2024)
Amazon Leadership Principles

WHERE ARE THE BIGGEST AI RISKS?

Significant changes from one industry era to the next (Internet to SaaS, Cloud to AI)
Once dominant position in a market now appears less dominant (Worth more than next 20 competitors; 7yr head start)
Guiding cultural principles well-known within the company - start adding more and more to them
Employee motivation driving by stock price as much as work activities
Culture evolves and erodes over time as the business changes and evolves - it’s nearly impossible to reset the company culture
Companies can rebound from being lost in the woods, but it’s very, very difficult
Death by 1000 cuts in a virtuous cycle - employees are constantly more worried about job status than project status - the perception of who gets to make mistakes and who is responsible for mistakes

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AI Data Analytics Oct 29, 2025

Show notes

Soham Mazumdar, CEO @WisdomAI_inc, discusses how organizations can break free from the "drowning in data but starving for insights" paradox that plagues modern enterprises.

SHOW: 971

SHOW TRANSCRIPT: The Cloudcast #963 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"

SPONSORS:

[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”.
[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

SHOW NOTES:

WisdomAI website

Topic 1 - Welcome to the show, Soham. We overlapped briefly at Rubrik. Give everyone a quick introduction and tell everyone a bit about your time at Google prior to Rubrik

Topic 2 - You helped scale Rubrik from inception to a $5.6 billion IPO in 2024. What was the "aha moment" that made you leave that success to tackle the enterprise data analytics problem with WisdomAI?

Topic 3 - Let's define the core problem. Organizations invest heavily in modern data platforms - Snowflake, Databricks, etc. - but there is the term "drowning in data but starving for insights." What's broken in the traditional BI stack that prevents business users from getting answers?

Topic 4 - How do agentic AI and BI fit together? WisdomAI introduces the concept of "Knowledge Fabric" and agentic data insights. Break this down for us - how does this fundamentally differ from traditional dashboards and BI tools?

Topic 5 - One of the biggest challenges with GenAI in enterprise settings is hallucination. You've emphasized that WisdomAI separates GenAI from answer generation. How does your approach tackle this critical trust issue?

Topic 6 - Let's talk about data integration complexity. Your platform works with both structured and unstructured data - Snowflake, BigQuery, Redshift, but also Excel, PDFs, PowerPoints. How do you handle this "dirty" data reality that most enterprises face?

Topic 6a - With so much data, how do most organizations get started? What’s a typical use case for adoption?

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Does Your AI Project Need Help? Oct 26, 2025

Show notes

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: 970

SHOW TRANSCRIPT: The Cloudcast #970 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:

[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:

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 net
Twitter/X: @cloudcastpod
BlueSky: @cloudcastpod.bsky.social
Instagram: @cloudcastpod
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FEEDBACK?

Email: show @ the enterprise ai show dot com
Bluesky: @TheEntAIShow.bsky.social
Twitter/X: @TheEntAIShow
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The Intersection of Cybersecurity and AI Oct 22, 2025

Show notes

Monzy Merza (@monzymerza, CEO/Founder @Crogl) talks about build a next-generation Enterprise SOC by leveraging AI to stay ahead of Cybersecurity threats.

SHOW: 969

SHOW TRANSCRIPT: The Cloudcast #969 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"

SPONSORS:

[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”.
[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

SHOW NOTES:

Topic 1 - Welcome to the show, Monzy. Give everyone a brief introduction and tell us about your unique journey from government research to Splunk to Databricks to founding Crogl.

Topic 2 - Let's start with the current state of cybersecurity and AI. We're seeing headlines about AI being the top cybersecurity concern for 2025, even overtaking ransomware. From your perspective, what's driving this shift and why should organizations be paying attention to the intersection of cybersecurity and AI?

Topic 3 - You've described Crogl as an "Iron Man suit" for security analysts. That's a compelling metaphor. Can you break down what you mean by that and how your approach differs from the traditional "reduce alerts" mentality that most vendors have been pushing?

Topic 4 - Let's talk about your "knowledge engine" and what you call an “AI for the Enterprise SOC”. You're using compound AI systems with LLMs, smaller models, and knowledge graphs. This sounds quite different from vendors who are just "bolting on" LLMs to existing tools. Walk us through this architectural decision and why it matters.

Topic 5 - The cybersecurity industry is experiencing massive alert fatigue - 4,500 alerts per day, with analysts only able to investigate 8-25 of them. Your philosophy is "every alert should be analyzed" rather than filtering them out. That seems counterintuitive to what the market has been doing. How does your autonomous investigation approach actually work in practice?

Topic 6 - Where do you see this evolution heading, and what are the implications for SOC teams and security practitioners? Are we heading toward fully autonomous SOCs?

FEEDBACK?

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I

FEEDBACK?

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Something's Gotta Give on AI Economics Oct 19, 2025

Show notes

What happens when the biggest technology trend is built on economics that don't make any sense when viewed end-to-end? Eventually, some aspect has to change, but which one?

SHOW: 968

SHOW TRANSCRIPT: The Cloudcast #968 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:

[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:

WHERE ARE THE BIGGEST AI RISKS?

Jensen Huang (NVIDIA CEO) is convinced that the future will be built on always having the most advanced GPUs and Frontier Models.
Oracle is telling investors that they will significantly increase profit margins between now and 2028-30, although they have low margins now and they don’t make high margins on older chips
The economics of AI (reasoning models, high#s of AI tokens) is in contrast to the established SaaS business model.
Right now everything AI-associated has a high valuation, but these forces are working against each other.
Which one is going to give first?

FEEDBACK?

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Twitter/X: @cloudcastpod
BlueSky: @cloudcastpod.bsky.social
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FEEDBACK?

Email: show @ the enterprise ai show dot com
Bluesky: @TheEntAIShow.bsky.social
Twitter/X: @TheEntAIShow
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