The 5-10-85 Reality of Enterprise AI

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: 971SHOW TRANSCRIPT: The Cloudcast #963 TranscriptSHOW 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/cloudcastSHOW NOTES:WisdomAI websiteTopic 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 RubrikTopic 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?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

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: 970SHOW TRANSCRIPT: The Cloudcast #970 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK 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:MIT Study - The State of AI in Business (2025)The Information - Interview with Vihod Khosla (Oct 2025)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 netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Monzy Merza (@monzymerza, CEO/Founder @Crogl) talks about build a next-generation Enterprise SOC by leveraging AI to stay ahead of Cybersecurity threats.SHOW: 969SHOW TRANSCRIPT: The Cloudcast #969 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW 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/cloudcastSHOW NOTES:Crogl websiteTechCrunch articleForbes ArticleIntellyx ArticleLast WatchDog ArticleTopic 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?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodI

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: 968SHOW TRANSCRIPT: The Cloudcast #968 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK 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:Tokens are getting more expensiveNvidia Earnings, Moats and China, Nvidia vs. the AI LabsOracle Assures Investors on AI Cloud Margins as It Struggles to Profit From Older Nvidia ChipsWHERE 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 chipsThe 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?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Animesh Koratana (@akoratana, Founder of @playerzero_ai) discusses how agentic AI is transforming software quality assurance through predictive code simulation, and how teams can shift from reactive debugging to proactive problem prevention in the era of AI-generated code.SHOW: 967SHOW TRANSCRIPT: The Cloudcast #967 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW 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/cloudcastSHOW NOTES:PlayerZero websiteTopic 1 - Welcome to the show Animesh. Tell us about your background and your involvement in.Topic 2 - Let's start with the core problem you're solving. What is "predictive software quality" and why is this becoming critical now, especially in the era of AI-generated code?Topic 3 - How does agentic code simulation work, and what makes it different from traditional testing approaches?Topic 4 - This feels like it democratizes software quality beyond just engineering teams. How does PlayerZero work across different roles - developers, QA, product managers, and support teams?Topic 5 - Integration and workflow - how does PlayerZero fit into existing CI/CD pipelines and development workflows? What does the implementation look likeTopic 6 - Let's talk about scale and complexity. How does PlayerZero handle large, distributed systems with microservices, databases, and complex architecturesFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

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: 966SHOW TRANSCRIPT: The Cloudcast #966 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK 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 metRight now, there is no simple way for Enterprises to build AI AgentsRight now, there is no simple way for Enterprises to share AI experience / learning curve - AI is a very individualized experienceFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Alan Lefort (CEO, @StrongestLayer) discusses how LLM-powered reasoning is transforming phishing security from reactive pattern-matching to predictive threat detection, and why traditional rule-based systems can no longer defend against sophisticated AI-generated phishing attacks.SHOW: 965SHOW TRANSCRIPT: The Cloudcast #965 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW 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/cloudcastSHOW NOTES:WebsiteStrongestLayer ResearchTopic 1 - Welcome to the show Alan. Tell us about your background and your involvement in Cybersecuity.Topic 2 - Let's start with the core challenge. You've said that "if only AI can defend against weaponized AI" - what specific gap in traditional email security did you identify that led to this philosophy? How are AI-powered phishing attacks fundamentally different from what we've seen before?Topic 3 - How does this attack vector demonstrate the limitations of rule-based security systems, and why can't traditional pattern matching keep up?Topic 4 - Let's break down your TRACE (Threat Reasoning and AI Correlation Engine) architecture. You've described it as "LLM-as-master" rather than "LLM-as-add-on." What does this fundamental architectural difference mean for threat detection, and how does it help?Topic 5 - You discuss "pre-campaign detection," which involves identifying potential phishing campaigns weeks before emails are sent. This sounds like moving from reactive to predictive security. How does your system correlate technical intelligence with business context to achieve this early warning capability?Topic 6 - From an implementation standpoint, how do organizations integrate LLM-powered reasoning into their existing security stacks? What's the deployment model, and how do you handle the challenge of reasoning about business context without exposing sensitive organizational data?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

As cloud matures, could the hyperscale cloud providers start looking to acquire SaaS providers to build out a bundled application portfolio? Or are the demands of AI investment too much to pursue that strategy? SHOW: 964SHOW TRANSCRIPT: The Cloudcast #964 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK 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:Clouded Judgement (Jamin Bell)100 Biggest SaaS CompaniesCOULD THE CLOUD HYPERSCALERS START LOOKING TO ACQUIRE SAAS COMPANIES?Do the hyperscalers start acting like Private Equity to acquire SaaS revenue streams?Do the hyperscalers start moving from primitive providers to bundlers?Do the hyperscalers have to make a choice between AI/CAPEX investment and SaaS investment?Do the hyperscalers figure out a way to spin-off the AI/CAPEX portions of their business for a period of time?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from September 2025.SHOW: 963SHOW TRANSCRIPT: The Cloudcast #963 TranscriptSHOW 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/cloudcastSHOW NOTES:Link to August 2025 News and ArticlesFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

Between the bold predictions, VC economics, and rising usage-patterns are stories of limited ROIs, undefined use-cases and associated job losses. AI is in an awkward phase of maturity and it’s not clear how it will evolve into the next phase. SHOW: 962SHOW TRANSCRIPT: The Cloudcast #962 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK 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:THE SPECTRUM OF AIThe early years of the Internet, we tried to replicate physical-based activitiesThe early years of the Internet, the whole industry/world-economy wasn’t depending on “the next thing”The early years of AI, “the leaders” are talking about curing cancer and double human longevityCloud had “lift and shift”; AI has “get everyone a GenAI license”Where is the middle? Where is the rational discussion?Massive FundingMassive # of Consumer UsersFrom Ed to Sam, from Dario to Satya, from Jensen to Larry …. Big spectrums of opinionsUnprofitable (except NVIDIA, Broadcom)Near monopoly of GPUs by NVIDIAEvery couple months, the landscape seems to shift (OpenAI partners, Leading models, Questionable Enterprise ROI - lots of “we gave everyone GenAI, but we don’t know how to measure it”Companies are laying off workers, or avoiding hiring because of promises of AIUnknown “killer” use-cases beyond chatbots, therapy, developer-assistants, writing, document handlingToday’s mantra is “Rub some AI Agents on it”FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod