The Cloudcast

Aaron and Brian explore the evolving landscape of AI over the next three years, discussing its economic implications, political influences, technological advancements, partnership dynamics, changing buying patterns, and the potential impact on job creation and destruction. They emphasize the uncertainty surrounding AI's future and the need for understanding its broader implications.
SHOW: 1001
SHOW TRANSCRIPT: The Cloudcast #1001 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET 
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" 
SHOW NOTES:
Stratechery (Ben Thompson)
WHAT DO WE WISH WE KNEW ABOUT AI IN 3 YEARS?
Economics
Politics
Technology
Regulations
Partnerships
Buying Patterns
Usage Patterns
Devices
Job Creation/Destruction

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If someone walked into your office today and asked you to build a framework for how to value software development, what would you think about it? 
SHOW: 1000
SHOW TRANSCRIPT: The Cloudcast #1000 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET 
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS" 
SHOW NOTES:
Chainguard introduces Factory 2.0
On running a startup of Claude Code agents
Agentic Product Development and the Theory of Constraints
Software Abundance

HOW SHOULD SOMEONE THINK ABOUT THE ECONOMICS OF SW DEV IN 2026?
If someone walked into your office today and asked you to build a framework for how to value software development, how would you think about it? 
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Are we ready to move into an era of wild predictions about where the future of Enterprise software is headed in 2026 and beyond? 
SHOW: 999
SHOW TRANSCRIPT: The Cloudcast #999 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 NOTES
The SPAC-king is going to fix legacy software 
All Enterprise software is dead 
Microsoft and Software Survival (Stratechery)
WHAT HAPPENS TO ENTERPRISE SOFTWARE NEXT?
How much do enterprises want to write their own software? 
How much do enterprises wish they could write more software?
How much do enterprises not understand the economics of owning their own software?
How much does “big SaaS” or just “big Enterprise software” actually help because people already know it?
Is it possible that this new Agentic-driven software could create a type of new software community? 
Are “open” software communities prepared for the emerging economics of AI-created software? 
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We take a listener question about digital sovereignty, tariffs and UK/EU independence from large US cloud providers, also Brian reaches out to the Melbourne, AUS listeners. 
SHOW: 998
SHOW TRANSCRIPT: The Cloudcast #998 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 NOTES
AWS European Sovereign Cloud 
Azure European Sovereign Services
Google Cloud Sovereign Cloud
Red Hat Digital Sovereignty
Broadcom Digital Sovereignty
Oracle Digital Sovereignty
Digital Sovereignty in Europe, What’s the Plan B? (IDC)
Digital Commons EDIC Established (2025)
EU AI Act
“Sovereign Clouds and the Digital Sovereignty Imperative: Europe's Quest for Digital Independence” (IDC #EUR149098122, December 2022)
The Evolution of Digital Sovereignty: Moving Beyond Data and Cloud” (Rahiel Nasir, IDC, January 13, 2023)
THE FUNDAMENTALS OF DIGITAL SOVEREIGNTY 
What is the definition of Digital Sovereignty? What about Digital Assurance? 
Sovereignty from who or what? 
What laws are you attempting to comply with? How are they audited or measured? 
Data Sovereignty - Maintaining control over how data is collected, classified, processed and stored to ensure that data regulations are met
Technical Sovereignty - Running workloads without dependence on a provider’s infrastructure or software, and protected from all extra-territorial interference and scrutiny.
Operational Sovereignty - Visibility and control over provider operations from provisioning and performance management, to monitoring of physical and digital access, to the infrastructure.
Assurance Sovereignty -Ability to independently verify and assure the integrity, security, and reliability of digital systems and processes including resilience of critical services.

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Aaron Delp (@aarondelp), Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from January 2026.
SHOW: 997
SHOW TRANSCRIPT: The Cloudcast #997 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET 
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS"
SHOW NOTES:
Link to January 2026 News and Articles
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