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The Reasoning Show

Where is the Android of AI?

24 min7 september 2025

Apple’s iPhone had the Android ecosystem, but where is the Android of AI going to come from to challenge the OpenAI/NVIDIA duopoly? Let’s explore the possibilities. 

SHOW: 956

SHOW TRANSCRIPT: The Cloudcast #956 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:

  • [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
  • [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

SHOW NOTES:

WHAT ARE THE ALTERNATIVE PATHS FOR AI? 

  • Consumer: Ad-supported
  • Consumer: Understandable tiers
  • Enterprise: ELAs for Co-Pilot, Gemini
  • Enterprise: Model building tools (e.g. AWS Sagemaker, Google Vertex, etc.)

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