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
The 5-10-85 Reality of Enterprise AI
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Three years since the launch of ChatGPT, what does the landscape of Enterprise AI look like today? What’s working, what’s struggling and what’s still unknown?
SHOW: 966
SHOW TRANSCRIPT: The Cloudcast #966 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:
HOW ARE ENTERPRISES USING AI IN LATE 2025?
- 5% have a clear vision of how to apply Predictive and Generative AI to a set of use-cases that drive differentiation, productivity improvements and cost reductions. They are keeping the details close to the vest.
- 10% have allocated about 3-5% of their IT budgets to AI, typically from a C-level mandate, and have given it to Microsoft or Google. They have checked “the business is AI-enabled” and signaled to the market that they have fully embraced AI. The market is rewarding these companies at higher multiples.
- 85% aren’t sure what use-cases to focus on, have unrealistic expectations during POCs, and are focused on the “no” areas instead of their own learning curves.
- Enterprises don’t have great visibility into AI costs, and limited baselines of what AI should cost - pay for outcomes, pay for seats, pay for tokens, or pay for GPUs?
- Enterprises don’t have easy access to GPUs outside of via SaaS services - makes it challenging for Private or Sovereign AI demand to be met
- Right now, there is no simple way for Enterprises to build AI Agents
- Right now, there is no simple way for Enterprises to share AI experience / learning curve - AI is a very individualized experience
FEEDBACK?
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FEEDBACK?
- Email: show @ reasoning dot show
- Bluesky: @reasoningshow.bsky.social
- Twitter/X: @ReasoningShow
- Instagram: @reasoningshow
- TikTok: @reasoningshow
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