The Cloud Pod | Weekly AI & Cloud News on AWS, Azure & GCP cover art

The Cloud Pod | Weekly AI & Cloud News on AWS, Azure & GCP

The Cloud Pod | Weekly AI & Cloud News on AWS, Azure & GCP

By: Justin Brodley Jonathan Baker Ryan Lucas and Matt Kohn | Cloud Computing & AI News
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Summary

 The Cloud Pod delivers weekly cloud computing and AI news for engineers, architects, and technology leaders. Join Justin Brodley, Jonathan Baker, Ryan Lucas, and Matt Kohn as they break down the latest from AWS, Azure, and Google Cloud — covering new services, platform updates, FinOps strategies, and the AI innovations reshaping the industry. Stay ahead of the cloud landscape with one of the longest-running cloud computing podcasts available.© 2026 The Cloud Pod Economics Management Management & Leadership
Episodes
  • 353: Don't Be Evil Unless the Government Asks Nicely

    353: Don't Be Evil Unless the Government Asks Nicely
    May 13 2026

    Welcome to episode 353 of The Cloud Pod, where the weather is always cloudy! Justin, Ryan, and Matt are in the studio this week and ready to bring you all the latest news, including earnings from the big 3, a new agreement between the DOW and Google (Don’t be Evil), AI Agents, and more OpenClaw news (that your security team may not appreciate). Plus, DataCenters may not be great for the environment. Who knew?

    There’s a lot to cover, so let’s get started!

    Titles we almost went with this week
    • Who Let the Bots Out? AI Governance Has No Answer
    • Microsoft Loses Its OpenAI Monopoly But Keeps the Parking Spot
    • AWS But Make It Forklifts and Freight
    • Bezos Built a Money Printer That Prints Data Centers
    • GPT-5.5 Instant Arrives Faster Than Your Last Existential Crisis
    • When Your AI Coding Tool Ghosts You for Seven Weeks
    • No More Goldfish Brain for Your AI Agents
    • Amazon Quick Connects Everything Except Your Work-Life Balance
    • AWS WAF Now Knows Which AI Is Crawling Your Stuff
    • Stop Pushing Broken Code to Staging Like a Caveman
    • Your AI Agent Called It Needs Automated Therapy
    • OpenAI Moves In, and AWS Didn’t Even Change the Locks
    • AI Interviews Candidates So Recruiters Can Nap
    • Foundry Gives AI Agents Long-Term Memory and a Diary
    • Cloud Earnings are Up… but some day the Capex Bell will Toll for the AI Reckoning
    • Who Let the Bots Out? AWS WAF now shows you

    A big thanks to this week’s sponsors:

    There are many cloud cost management tools out there, but only Archera provides insured commitments. It sounds fancy, but it’s really simple. Archera gives you the cost savings of a 1 or 3-year AWS Savings Plan with a commitment as short as 30 days. If you do not use all the cloud resources you have committed to, Archera will literally cover the difference. Other cost management tools may say they offer “insured commitments”, but remember to ask: Will you actually give me my rebate? Because Archera will.

    Check out thecloudpod.net/archera to schedule a demo today.

    We also wanted to tell you about something coming to the US for the first time — WeAreDevelopers World Congress!

    They’ve been doing this in Europe for years, 15,000-plus attendees in Berlin, it’s one of the biggest developer events over there. Coté from Software Defined Talk is actually speaking at their Berlin event this summer, so we’ve got some firsthand context here. In September, they’re launching the North America edition. San José, September 23 to 25. 500-plus speakers, 18 tracks — cloud, infrastructure, DevOps, security, AI, data engineering, all of it. Speakers from Datadog, Honeycomb, Sentry, Google, LinkedIn, and Stack Overflow. Olivier Pomel, Christine Yen, Milin Desai, Kelsey Hightower – plus workshops and masterclasses, not just talks. These are people who know how to do a developer conference at scale. wearedevelopers.us, code DEVPOD26 for 15% off. Group rates on top of that for 4 or more.

    Follow Up

    It’s Earnings Time!

    01:23 Microsoft (MSFT) Q3 earnings report 2026

    • Microsoft posted Q3 2026 revenue of $82.89 billion, up 18% year over year, with Azure cloud services growing 40%, slightly ahead of analyst expectations in the 38-39% range.
    • Capital expenditures came in at $31.9 billion, about $3 billion below the analyst consensus of $34.9 billion, contributing to the stock dipping 2% despite the earnings beat, reflecting investor sensitivity to AI infrastructure spending levels.
    • Microsoft’s annualized AI revenue now stands at $37 billion, up 123% year over...
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    1 hr and 40 mins
  • 352: Google Next: Rebrandapalooza

    352: Google Next: Rebrandapalooza
    May 5 2026
    Welcome to episode 352 of The Cloud Pod, where the weather is always cloudy! Justin, Matt, and Ryan are safely back from Vegas (Ryan and Justin, anyway), and they have all the news and announcements from Google Next. Plus, we have Ryan’s take on Phish, news from Cloudflare, and a shoe company making a pivot. There’s a lot to cover, so let’s get started! Titles we almost went with this week Redact Yourself Before You Wreck Yourself OpenAI **AnthropicFork Yeah Cloudflare Artifacts Is HereGit Happens at Scale on CloudflareBucket List Item Checked Lambda Mounts S3 File SystemsTerraform Your Agents Before They Terraform YouCloud Run Gets GPUs and Finally Hits the GymSpanner Goes Rogue, Leaves the Cloud BehindKnowledge Catalog Knows What Your Agents Did Last QueryOne Control Plane to Rule a Million ChipsNo More Incognito Windows for Your AWS Identity CrisisYour Agent Can Now Write Files Without Burning Everything DownSpend Caps Finally Tell Runaway AI Jobs to ChillRIP Vertex, long live the agentAgents all the way downGoogle Next: This is the dawning of the Age of AgenticAllbirds Proves AI Hype Needs No Infrastructure A big thanks to this week’s sponsors: There are a lot of cloud cost management tools out there, but only Archera provides insured commitments. It sounds fancy, but it’s really simple. Archera gives you the cost savings of a 1 or 3-year AWS Savings Plan with a commitment as short as 30 days. If you do not use all the cloud resources you have committed to, Archera will literally cover the difference. Other cost management tools may say they offer “insured commitments”, but remember to ask: Will you actually give me my rebate? Because Archera will. Check out thecloudpod.net/archera to schedule a demo today. We also wanted to tell you about something coming to the US for the first time — WeAreDevelopers World Congress! They’ve been doing this in Europe for years, 15,000-plus attendees in Berlin, it’s one of the biggest developer events over there. Coté from Software Defined Talk is actually speaking at their Berlin event this summer, so we’ve got some firsthand context here. In September, they’re launching the North America edition. San José, September 23 to 25. 500-plus speakers, 18 tracks — cloud, infrastructure, DevOps, security, AI, data engineering, all of it. Speakers from Datadog, Honeycomb, Sentry, Google, LinkedIn, and Stack Overflow. Olivier Pomel, Christine Yen, Milin Desai, Kelsey Hightower – plus workshops and masterclasses, not just talks. These are people who know how to do a developer conference at scale. wearedevelopers.us, code DEVPOD26 for 15% off. Group rates on top of that for 4 or more. General News 06:12 Amazon invest up to $25 billion in Anthropic part of AI infrastructure Amazon has committed up to $25 billion in additional investment in Anthropic, bringing its total potential investment to $33 billion. The latest $5 billion tranche is based on Anthropic’s $380 billion valuation, with up to $20 billion more tied to commercial milestones.In exchange, Anthropic has committed to spending over $100 billion on AWS over the next decade, with a specific focus on Trainium custom AI chips, and plans to bring nearly 1 gigawatt of Trainium2 and Trainium3 capacity online by end of the year.Anthropic cited real infrastructure strain from growing enterprise... Chapters (00:00:00) - WerDevelopers World Congress Coming to San Jose(00:02:03) - The Eagles at the Sphere in Vegas(00:05:37) - The Secret Life of the Sphere(00:07:23) - Amazon, Google Invest $40 Million in OpenAI(00:11:57) - SpaceX Buys AI Coding Startup Cursor(00:14:36) - OpenAI's Agent SDK Unveils(00:20:23) - Don't Blame AI for Layoffs(00:20:45) - Claude Opus 4.7(00:28:37) - Archera and Claude Design: Cloud Design Preview(00:31:55) - Cloudflare's First Agents Week(00:33:10) - Cloudflare Launches Artifact File System and Private Beta(00:36:58) - OpenAI's GPT 5.5 for Cloud & Enterprise Work(00:38:44) - OpenAI's ChatGPT: Workflow Agents for Enterprise(00:43:54) - AWS Interconnect now generally available for Google Cloud, Azure and(00:45:18) - Amazon Quicksight Launches Desktop With New Features(00:48:35) - Amazon CloudWatch: Auditing Telemetry Configuration across multiple regions(00:52:35) - Anthropic for AWS: S3 Files and More(00:57:58) - Amazon Bedrock Agent Core: New Features, New CLI, and(00:59:40) - Google's Dev Signal: Text to Speech AI(01:01:58) - 2018 Cloud Conference(01:03:19) - Orion Comes in Strong With Gemini 3.1 Pro(01:05:04) - AI Conference 2017: Who Won?(01:08:20) - How to Rank the AI Announcements(01:09:04) - Gemini Enterprise Agent Platform Build 1.4(01:10:09) - Torch TPU: From Inference to Scale(01:11:55) - Wiz AI Expands to AWS, Cloud and Salesforce(01:18:22) - GKE Cloud: Tier 3, BigQuery AI and More(01:21:46) - Gemini Enterprise Announcements 2017(01:22:58) - Google Cloud Agent Skill Repo(01:24:57) - Wizard & Agentic Conference 2017: A Bigger Conference than(01:29:37)...
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    1 hr and 46 mins
  • 351: IAM the One Spending All Your AI Money

    351: IAM the One Spending All Your AI Money
    Apr 22 2026
    Welcome to episode 351 of The Cloud Pod, where the weather is always cloudy! Justin, Matt, and Ryan are in the studio today and ready to bring you the latest in cloud and AI news. And it’s that time of year again – we’re coming up quickly on Google Next, place your so we’ve got our yearly predictions for what’s coming from Vegas, as well as more news about Mythos, Amazon finally becoming a utility, and even an aftershow where we discuss the computing power of Artemis. It’s a great show, so let’s get started! Titles we almost went with this week Three StorageClasses Walk Into an AI Workload Deprecated Models Don’t Die, They Just Fail Your API Calls SQL Walks Into a Graph Bar and Stays Too Many Agents Spoil the Workflow One Registry to Rule All Your Rogue AI Agents Eight CPUs Walk Into Space, Only One Comes Back Stop Retyping the Same Gemini Prompt Like a Caveman Claude Code Routines Let AI Work While You Sleep AWS Builds a Yellow Pages for Your AI Agents GPT Finally Stops Refusing to Talk About Hacking None of the hosts is ready for Next We are once again trying to look into our next next next crystal ball and failing Google is gonna announce AI, it’s just mandatory now Las Vegas is calling, our Livers are crying A big thanks to this week’s sponsors: There are a lot of cloud cost management tools out there, but only Archera provides insured commitments. It sounds fancy, but it’s really simple. Archera gives you the cost savings of a 1 or 3-year AWS Savings Plan with a commitment as short as 30 days. If you do not use all the cloud resources you have committed to, Archera will literally cover the difference. Other cost management tools may say they offer “insured commitments”, but remember to ask: Will you actually give me my rebate? Because Archera will. Check out thecloudpod.net/archera to schedule a demo today. We also wanted to tell you about something coming to the US for the first time — WeAreDevelopers World Congress! They’ve been doing this in Europe for years, 15,000-plus attendees in Berlin, it’s one of the biggest developer events over there. Coté from Software Defined Talk is actually speaking at their Berlin event this summer, so we’ve got some firsthand context here. In September, they’re launching the North America edition. San José, September 23 to 25. 500-plus speakers, 18 tracks — cloud, infrastructure, DevOps, security, AI, data engineering, all of it. Speakers from Datadog, Honeycomb, Sentry, Google, LinkedIn, and Stack Overflow. Olivier Pomel, Christine Yen, Milin Desai, Kelsey Hightower – plus workshops and masterclasses, not just talks. These are people who know how to do a developer conference at scale. wearedevelopers.us, code DEVPOD26 for 15% off. Group rates on top of that for 4 or more. Follow Up 01:47 AI Cybersecurity After Mythos: The Jagged Frontier Since the original Mythos/Project Glasswing announcement, AISLE published follow-up testing showing that small, inexpensive open-weight models can replicate much of the vulnerability detection work Anthropic attributed to Mythos, with all 8 tested models detecting the flagship FreeBSD NFS buffer overflow, including a 3.6B parameter model costing $0.11 per million tokens.A notable correction to the framing of the original announcement: cybersecurity AI capability does not scale smoothly with model size or cost. Model rankings reshuffle completely across different security tasks, meaning there is no single b... Chapters (00:00:00) - We Are Developers: Coming to North America(00:01:58) - Vacation Hits the Beach While It Pours Down Rain(00:03:02) - Will Cloudfla Find Vulnerabilities?(00:08:37) - Google Next: First Predictation(00:10:47) - Gemini 2.8(00:11:30) - Gemini: Big Announcement for Dev and Enterprise(00:13:38) - Third and Final Pick: Inference-based Chips(00:14:37) - Three Things to Watch Out For From VMware(00:17:25) - Top 3 AI Announcements of 2017(00:19:09) - Gemini Robotics: Private Preview, AI Expansion(00:21:55) - 2017 Conference Keynotes: How Many Times Will They Say AI?(00:23:49) - Cloud Managed Agents(00:28:57) - Meta AI Launches Muspark Model(00:33:15) - Cloud Code: Installing Automated Workflows(00:38:00) - OpenAI Launches GPT 5.4 Cyber, a Fine(00:41:04) - Cloud Code: The New App Release(00:45:13) - Amazon Bedrock Projects: Cost Analysis by IAM User(00:48:36) - Amazon Bedrock Agent Core: Stateful MCP ((00:53:39) - Amazon's Bedrock Agent Core(00:57:25) - Amazon LEO to Power iPhone 14 and Apple Watch(01:01:44) - GMC: 3-D Models in Cloud Storage(01:05:40) - Google Cloud: Data Studio and Security(01:11:13) - Google's 'Skills' in Chrome(01:16:02) - Azure Agent Stack: More Confusing Than Google Cloud or AWS(01:18:02) - Week in the Cloud: AI, Google Cloud, and Azure(01:19:27) - NASA's Two Fault Tolerant Computer(01:25:50) - AI in Healthcare: The Challenges
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    1 hr and 27 mins
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