
The Cloud Gambit
- Episodes
- 36
- Released
- every two weeks
- Latest episode
- Nov 10, 2026
About the podcast
Unraveling the state of cloud computing, markets, strategy, and emerging trends. Join William Collins and Eyvonne Sharp for valuable conversations with industry mavens that educate and empower listeners on the intricate field of innovation and opportunity.
License: © 2020 Packet Pushers Interactive LLC
Episodes 36
TCG089: The Guardrail Paradox
William is joined by Nathan Howard to discuss the Guardrail Paradox and the challenges of deploying frontier AI agents on live enterprise networks. Together they discuss building trust protocols like VIRP …
Show notes
William is joined by Nathan Howard to discuss the Guardrail Paradox and the challenges of deploying frontier AI agents on live enterprise networks. Together they discuss building trust protocols like VIRP, securing enterprise infrastructure against AI hallucinations, and managing the risks of agent sandbox breakouts. Packet Pushers by Meter Episode Links: Watch this episode on... Read more »TCG088: Cheaper Models, Expensive Workflows: Where AI ROI Actually Shows Up
William Collins and Eyvonne Sharp discuss how smaller models change AI application economics, when hybrid routing and caching pay off, and why multi-call agents can still produce large cloud bills. They examine …
Show notes
William Collins and Eyvonne Sharp discuss how smaller models change AI application economics, when hybrid routing and caching pay off, and why multi-call agents can still produce large cloud bills. They examine the evidence behind enterprise AI ROI and outline a practical way to measure cost per successful outcome, quality, and realized business value. AdSpot... Read more »TCG087: AI FinOps, Governance, and Cloud Strategy with Gartner (Sponsored)
AI adoption is replaying many of cloud’s early mistakes, but agentic systems introduce a broader spending population, nondeterministic costs, and systems that can act on their own. In this sponsored episode …
Show notes
AI adoption is replaying many of cloud’s early mistakes, but agentic systems introduce a broader spending population, nondeterministic costs, and systems that can act on their own. In this sponsored episode, Eyvonne and William are joined by Ang Troy and Douglas Toombs from Gartner to discuss what it takes infrastructure leaders to move from experimentation... Read more »TCG086: Why Training AI to Have a Self Makes Governance Harder
John Capobianco returns to the show to discuss the latest developments in Model Context Protocol (MCP) and agentic infrastructure. John and host William Collins weigh in on the ongoing debate on AI …
Show notes
John Capobianco returns to the show to discuss the latest developments in Model Context Protocol (MCP) and agentic infrastructure. John and host William Collins weigh in on the ongoing debate on AI consciousness, constitutional guardrails, and model welfare policies. They also look at emerging TypeSafe System One models and the practical realities of deploying autonomous... Read more »TCG085: Enterprise Salescraft with Drew Meli
William Collins and guest Drew Meli explore the realities of buying enterprise SaaS and infrastructure. They cover the common engineering misconceptions about enterprise sales, navigating rigorous security …
Show notes
William Collins and guest Drew Meli explore the realities of buying enterprise SaaS and infrastructure. They cover the common engineering misconceptions about enterprise sales, navigating rigorous security reviews, establishing clear proof of value criteria, and how AI is reshaping buying behaviors. AdSpot Sponsor: Gartner AI is rewriting your cloud architecture, your operating model, and your... Read more »TCG084: Is AI Going to Kill Us All? Separating Frontier Risk From Frontier Theater
Is AI going to kill us all? Frontier systems are producing real security failures, but extinction forecasts are being used to support policies that could consolidate control over AI. Eyvonne and William discuss …
Show notes
Is AI going to kill us all? Frontier systems are producing real security failures, but extinction forecasts are being used to support policies that could consolidate control over AI. Eyvonne and William discuss Jacob Coxon’s high-profile resignation from Anthropic, the gap between real technical risks and speculative extinction narratives, and the commercial incentives driving calls... Read more »TCG083: Superintelligence for Everyone: Who Actually Holds the Power?
Mark Zuckerberg argues that broadly distributed personal AI, or a “superintelligence” in his parlance, can increase prosperity and counter the risks of AI being controlled by a handful of government and …
Show notes
Mark Zuckerberg argues that broadly distributed personal AI, or a “superintelligence” in his parlance, can increase prosperity and counter the risks of AI being controlled by a handful of government and corporate entities. Drew Conry-Murray joins Eyvonne and William to engage in a lively roundtable where they examine whether distributing access meaningfully distributes power when... Read more »TCG082: AI News Roundtable – Copyrights, AI Watermarks, and the Open Weight Debate
William Collins and Eyvonne Sharp dig into the latest AI headlines, from the largest copyright settlement in American history to stolen AI models and invisible watermarks on Claude output. Plus, they discuss …
Show notes
William Collins and Eyvonne Sharp dig into the latest AI headlines, from the largest copyright settlement in American history to stolen AI models and invisible watermarks on Claude output. Plus, they discuss why so many companies have rallied around NVIDIA’s support for open weight AI models. Our hosts also examine the biggest questions arising from... Read more »TCG081: Network Automation Forum: From Simple Survey to Global Community
William Collins is joined by guest co-host Eric Chou as well as Network Automation Forum founders Scott Robohn and Chris Grundemann to discuss how their community emerged from a simple question: Why haven’t we …
Show notes
William Collins is joined by guest co-host Eric Chou as well as Network Automation Forum founders Scott Robohn and Chris Grundemann to discuss how their community emerged from a simple question: Why haven’t we seen full adoption of network automation, yet? They discuss the growth of AutoCon and how its practitioner-focused, vendor-neutral approach has fostered... Read more »TCG080: Skills Over MCP and More
What if your MCP server shipped with its own manual? Angie Jones, VP of Developer Experience at the Agentic AI Foundation, joins William and Eyvonne to break down the Skills Over MCP working group effort, which …
Show notes
What if your MCP server shipped with its own manual? Angie Jones, VP of Developer Experience at the Agentic AI Foundation, joins William and Eyvonne to break down the Skills Over MCP working group effort, which delivers Agent Skills through MCP’s existing resources primitive (think voice over IP, not skills versus MCP). Angie shares her... Read more »TCG079: Why Your State File is Actually a Distributed Systems Problem
Malcolm Matalka joins William and Eyvonne to challenge the narrative that Infrastructure as Code (IaC) is dead. Malcolm argues that the real value of IaC was never the syntax, but state and governance. Together …
Show notes
Malcolm Matalka joins William and Eyvonne to challenge the narrative that Infrastructure as Code (IaC) is dead. Malcolm argues that the real value of IaC was never the syntax, but state and governance. Together they examine whether the state was a file problem at all, or a distributed systems problem in a JSON costume. Episode... Read more »TCG078: The Pope’s AI Encyclical: Navigating AI with Values
The Pope issued a recent encyclical on AI, urging developers to safeguard human agency in the age of artificial intelligence. Eyvonne and William explore this encyclical, moving beyond the headlines to the core …
Show notes
The Pope issued a recent encyclical on AI, urging developers to safeguard human agency in the age of artificial intelligence. Eyvonne and William explore this encyclical, moving beyond the headlines to the core message regarding human dignity. They examine how the document provides a values-based framework for evaluating technology and the need for a balanced... Read more »TCG077: News Roundtable: Data Center Backlash and the AI Chip War
William and Eyvonne discuss recent tech news, including the growing political and community opposition to AI data centers driven by fears over power and water usage. They also analyze the “AI Chip War” as …
Show notes
William and Eyvonne discuss recent tech news, including the growing political and community opposition to AI data centers driven by fears over power and water usage. They also analyze the “AI Chip War” as hyperscalers such as AWS and Google invest in specialized silicon for training and inference. Episode Links: Amid backlash, O’Leary Digital CEO... Read more »TCG076: Packet Pushers Assemble! Bridging the Telemetry Divide
Today our Packet Pushers team assembles to discuss whether the grass is greener on the NetOps or DevOps side of the telemetry fence. William of The Cloud Gambit, Scott of Total Network Operations, and Ned and …
Show notes
Today our Packet Pushers team assembles to discuss whether the grass is greener on the NetOps or DevOps side of the telemetry fence. William of The Cloud Gambit, Scott of Total Network Operations, and Ned and Kyler of Day Two DevOps discuss the difficulties and differences of getting telemetry and state from devices across different... Read more »TCG075: Say the Thing: How the Network Automation Conference Circuit Shaped One SP Operator’s Voice
Eyvonne and William sit down with Joseph Nicholson, a Network Operations Engineer with NTT DATA, to share how public speaking transformed his career and technical experience. Joseph went from a terrifying ten …
Show notes
Eyvonne and William sit down with Joseph Nicholson, a Network Operations Engineer with NTT DATA, to share how public speaking transformed his career and technical experience. Joseph went from a terrifying ten minute lightning talk at AutoCon 2 to presenting 45-minute sessions at conferences like NANOG. Together they discuss how conversations in conference halls influenced... Read more »TCG074: From SOAR to Agents: Why Practical Automation Has to Survive Contact with Real Infrastructure
Eyvonne Sharp and William Collins speak with Sif Baksh, Principal Solutions Architect at Tines, to discuss the power of automation. Sif shares some personal stories of how he has been able to use automation to …
Show notes
Eyvonne Sharp and William Collins speak with Sif Baksh, Principal Solutions Architect at Tines, to discuss the power of automation. Sif shares some personal stories of how he has been able to use automation to innovate and modernize networking operations. They also discuss the importance of learning AI and using it as a tool, how... Read more »TCG073: From Vibes to Governed: What Building a Real Network Agent Reveals About Spec-Driven Development
Vibe coding: give AI a description of what you want, the model writes the code, you ship it, and then you hope for the best. It works great for side projects, but it can fall apart the moment you point an AI …
Show notes
Vibe coding: give AI a description of what you want, the model writes the code, you ship it, and then you hope for the best. It works great for side projects, but it can fall apart the moment you point an AI agent at production infrastructure. Today, William and Eyvonne sit down with John Capobianco,... Read more »TCG072: AI and the Automation Engineer – When Your Scripts Start Writing Themselves
William Collins and Eyvonne Sharp invite Skylar Sands, Senior Automation Engineer at World Wide Technology, to discuss what it means to integrate AI into the daily workflow in a meaningful way. Together they …
Show notes
William Collins and Eyvonne Sharp invite Skylar Sands, Senior Automation Engineer at World Wide Technology, to discuss what it means to integrate AI into the daily workflow in a meaningful way. Together they break down the shift in the automation engineer’s role now that AI can instantly generate the “toolkit” of Python, Ansible, and Bash,... Read more »TCG070: The Effort Illusion: Why AI Tools Reward Expertise, Not Shortcuts
The tech industry is split between two fantasies – that AI writes production software while you get coffee, and that everything AI touches is slop. The reality is messier and more interesting: AI tools are …
Show notes
The tech industry is split between two fantasies – that AI writes production software while you get coffee, and that everything AI touches is slop. The reality is messier and more interesting: AI tools are force multipliers for people who already know what good looks like, and an expertise amplifier disguised as an easy button. ... Read more »TCG069: Viral Predictions, Waterfall’s Comeback, and the SaaSpocalypse
William and Eyvonne tackle the biggest AI stories of early 2026. They dissect Matt Schumer’s viral “Something Big is Happening” essay – agreeing professionals need to skill up now while pushing back on the …
Show notes
William and Eyvonne tackle the biggest AI stories of early 2026. They dissect Matt Schumer’s viral “Something Big is Happening” essay – agreeing professionals need to skill up now while pushing back on the doomsday framing with real-world examples from engineering disciplines. The conversation takes a fascinating turn as Eyvonne draws a parallel between AI-assisted... Read more »TCG068: Agents and Identity – Navigating What We Can’t Predict
We’ve spent a decade figuring out how to (more or less) securely authenticate humans. Now AI agents are crashing the party, and identity just got a whole lot more complicated. Today we sit down with Dan Moore …
Show notes
We’ve spent a decade figuring out how to (more or less) securely authenticate humans. Now AI agents are crashing the party, and identity just got a whole lot more complicated. Today we sit down with Dan Moore, Senior Director of CIAM Strategy and Identity Standards at FusionAuth, to explore the collision course between artificial intelligence... Read more »TCG067: Progressive Delivery: Shipping Software is Just the Beginning with Adam Zimman
In this episode, we sit down with Adam Zimman, author and VC advisor, to explore the world of progressive delivery and why shipping software is only the beginning. Adam shares his fascinating journey through …
Show notes
In this episode, we sit down with Adam Zimman, author and VC advisor, to explore the world of progressive delivery and why shipping software is only the beginning. Adam shares his fascinating journey through tech—from his early days as a fire juggler to leadership roles at EMC, VMware, GitHub, and LaunchDarkly – and how those... Read more »TCG066: How Infrastructure Teams Can Scale Reasoning Without Losing Control with Chris Wade
The industry has pivoted from scripting to automation to orchestration – and now to systems that can reason. Today we explore what AI agents mean for infrastructure with Chris Wade, Co-Founder and CTO of …
Show notes
The industry has pivoted from scripting to automation to orchestration – and now to systems that can reason. Today we explore what AI agents mean for infrastructure with Chris Wade, Co-Founder and CTO of Itential. We also dive into the brownfield reality, the potential for vendor-specific LLMs trained on proprietary knowledge, and advice for the... Read more »TCG065: AutoCon 4 Recap, AI Tools, MCP’s First Birthday, and More
In this year-end episode, William and Eyvonne recap their experiences at AutoCon 4 in Austin, Texas. They discuss the conference’s new multi-track format, including Eyvonne’s presentation in the leadership …
Show notes
In this year-end episode, William and Eyvonne recap their experiences at AutoCon 4 in Austin, Texas. They discuss the conference’s new multi-track format, including Eyvonne’s presentation in the leadership track on why technical projects fail. The conversation dives into how AI tools like Google Gemini can augment – not replace – human creativity, from research... Read more »TCG064: Governing AI Agents for Real-World Infrastructure (Sponsored)
In this sponsored episode recorded live at AutoCon 4 in Austin, we sit down with Peter Sprygada, Chief Architect at Itential, to discuss Itential’s on-stage announcement of FlowAI. Peter shares his journey from …
Show notes
In this sponsored episode recorded live at AutoCon 4 in Austin, we sit down with Peter Sprygada, Chief Architect at Itential, to discuss Itential’s on-stage announcement of FlowAI. Peter shares his journey from network engineering skeptic to AI advocate, explaining how Itential securely connects AI agents to infrastructure with enterprise-grade governance and traceability. We dive... Read more »TCG063: Constraint Drives Innovation with John Capobianco
Recorded live at AutoCon4, William Collins and Eyvonne Sharp join forces with John Capobianco for some in the moment thoughts and reflections on the AutoCon experience – from the in-person connections to the …
Show notes
Recorded live at AutoCon4, William Collins and Eyvonne Sharp join forces with John Capobianco for some in the moment thoughts and reflections on the AutoCon experience – from the in-person connections to the workshops to the stage presentations. John gives us the inside story on his very own workshop and the latest version releases in... Read more »TCG062: The Tech Expertise Deficit with Russ White
Today we delve into the tech expertise deficit and why technical depth and decades of doing the work matter more than social media followers and content creation hype. Our guest is Russ White, engineer, author …
Show notes
Today we delve into the tech expertise deficit and why technical depth and decades of doing the work matter more than social media followers and content creation hype. Our guest is Russ White, engineer, author, teacher, and certification developer. We begin with current events in AI, and then investigate the differences between career and influence... Read more »TCG061: How Are You Using AI?
Join William Collins and Evyonne Sharp as they catch up on all things AI. They discuss the AI bubble and how it relates to venture capital, stock, and company evaluations. They talk about the AI experience for …
Show notes
Join William Collins and Evyonne Sharp as they catch up on all things AI. They discuss the AI bubble and how it relates to venture capital, stock, and company evaluations. They talk about the AI experience for the average person, the adoption rate of AI tools, and how the AI infrastructure buildout might affect the... Read more »TCG060: Rockets, Networks, and Markets With Michael Reid
Michael Reid went from studying aerospace engineering to becoming CEO at Megaport, a global network-as-a-service platform. How did he get there, and what can we learn from his journey? We walk his career path …
Show notes
Michael Reid went from studying aerospace engineering to becoming CEO at Megaport, a global network-as-a-service platform. How did he get there, and what can we learn from his journey? We walk his career path, including a pivotal role scaling ThousandEyes from 74 million to over 2.4x ARR post-acquisition, and how those experiences shaped his approach to... Read more »TCG059: From Source of Truth to Knowledge Graph – Rethinking Network Data
Network automation has a data problem. Traditional tools may hit limitations when managing complex infrastructure relationships. We explore how OpsMill’s InfraHub uses graph databases and temporal versioning to …
Show notes
Network automation has a data problem. Traditional tools may hit limitations when managing complex infrastructure relationships. We explore how OpsMill’s InfraHub uses graph databases and temporal versioning to create what our guest calls “the knowledge graph of infrastructure” – enabling true version control at the database level while maintaining the flexibility to model anything from... Read more »
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