The Reasoning Show

SUMMARY: We dig into the NVIDIA GTC keynote and highlight three things - accelerated computing for everything, the complexity of the new inference stack, and NVIDIA’s “open” software stack including NemoClaw.
SHOW: 1012
SHOW TRANSCRIPT: The Reasoning Show #1012 Transcript
SHOW VIDEO: https://youtu.be/aXOr91q76yM
SHOW SPONSORS:
VENTION - Ready for expert developers who actually deliver?
Visit ventionteams.com
SHOW NOTES:
NVIDIA GTC 2026 (Keynote)
NVIDIA NemoClaw - OpenClaw + OpenShell + NVIDIA Agent Toolkit
NVIDIA adds Groq LPU to their rack systems
NVIDIA to invest $26B in Open Weight Models
Interview with Jensen about Accelerated Computing (Stratechery)

Topic 1 - Jensen’s trying to paint the bigger picture of accelerated computing everywhere (robotics, autonomous driving, gen-ai, physical ai - but also just everyday enterprise apps). Everything is about keeping the stock price up, and margins high. The stock price provides the warchest to fight off all foes. 
Topic 2 - The inference architecture is a complex mix of GPUs, CPUs, ASICs/LPUs, high-speed networking and seems very different from the training architecture. How big is the burden on data center providers? What are the inference alternatives emerging? 
Topic 3 - Jensen talked a lot about OpenClaw and eventually about NVIDIA’s NemoClaw. How does his interest in Agentic AI tie into his interest in building NVIDIA’s own frontier model

FEEDBACK?
Email: show @ reasoning dot show
Bluesky: @reasoningshow.bsky.social
Twitter/X: @ReasoningShow
Instagram: @reasoningshow
TikTok: @reasoningshow

SUMMARY: Morgan Foster talks about the Kagenti project, which enables an AI Agent agnostic framework for security, authentication, identity and zero-trust.
SHOW: 1011
SHOW TRANSCRIPT: The Reasoning Show #1011 Transcript
SHOW VIDEO: https://youtu.be/djFZruLEDiw
SHOW NOTES:
Kagenti (homepage)
Kagenti (use-cases)
“Old Things that look like Agents”
“What makes Agents different?”
CNV - What Makes Agents Different?
“Handing your phone to a stranger, why Agents need their own identity”

Topic 1 - Welcome to the show. Tell us a little bit about your background and areas you focus on today. 
Topic 2 - Tell us a bit about the Kagenti project and the types of challenges it’s trying to solve for Agentic AI deployments. 
Topic 3 - How much commonality exists between different Agentic frameworks that a common, agnostic agentic orchestration approach can work? And how much difference still exists and would drive companies to silo’d deployments? 
Topic 4 - How far should an Agentic Orchestration framework go, and what types of things do you expect will still be Agentic framework dependent? 
Is Kagenti more of a control-plane element, or more of a data-plane element? 
Topic 5 - As Kagenti evolves, what are some of the adjacent things that people should be keeping an eye on that might be a dependency, or could shift the direction of the project?
FEEDBACK?
Email: show @ reasoning dot show
Bluesky: @reasoningshow.bsky.social
Twitter/X: @ReasoningShow
Instagram: @reasoningshow
TikTok: @reasoningshow

SUMMARY: Brian talks about the rapidly expanding gap between people and companies that augment their work with AI and those who are making AI the center of their work world. 
SHOW: 1010
SHOW TRANSCRIPT: The Reasoning Show #1010 Transcript
SHOW VIDEO: https://youtu.be/tFyLlCnkbsM
SPONSORS:
VENTION - Ready for expert developers who actually deliver?
Visit ventionteams.com
SHOW NOTES:
WHY THE NEED FOR A CODE RED? 
Velocity of Code (new companies)
Velocity of Productivity (employees)
Velocity of Analysis (strategy)
AgentOps
Token Factories
Devs for Business, Re-Wiring the Concept of Business Analyst
FEEDBACK?
Email: show @ reasoning dot show
Bluesky: @reasoningshow.bsky.social
Twitter/X: @ReasoningShow
Instagram: @reasoningshow
TikTok: @reasoningshow

SUMMARY: Sally O’Malley (Principle Software Engineer @RedHat, Maintainter @OpenClaw) talks about her early experiences of immersing herself into OpenClaw and evolution of the OpenClaw community.
SHOW: 1009
SHOW TRANSCRIPT: The Reasoning Show #1009 Transcript
SHOW VIDEO: https://youtu.be/7xARBtgiMQg
SPONSORS:
VENTION - Ready for expert developers who actually deliver?
Visit ventionteams.com
SHOW NOTES:
OpenClaw - Personal AI Assistant
OpenClaw - Reddit
OpenClaw, OpenAI and the Future (Peter Steinberger - OpenClaw creator)
OpenClaw Foundation (coming soon)

Topic 1 - Welcome to the show. Tell us a little bit about your background in software engineering. 
Topic 2 - You recently jumped into the deep end of the pool with OpenClaw. Tell us about the week of immersion with this new technology. 
What did you go into it thinking about?
What did you learn, what did you create?
What new sorts of things did you have to try?
Topic 2a - For anyone that’s new to OpenClaw, can you give us the basics of what OpenClaw does?
Topic 3 - You mentioned that this is a very different (or completely different) paradigm of how software is created. Can you walk us through the differences, your observations, how you had to really rethink things that you did before and after?
Topic 4 - In your day job, you’re focused on software that’s used by large enterprises that have to be concerned with security and stability, as much as they do innovation. How do you see the existing OpenClaw fitting into that world? 
How do you expect that OpenClaw might need to change?
How do you expect that enterprises might need to change to adapt to this new capability that might be unleashed with their employees?
Topic 5 - You (very) recently were accepted as a committer to the OpenClaw project. I know it’s only been a few days, but what is opening your eyes about how this community operates, especially in comparison to other open projects you’ve worked on? 
We could probably have an entire podcast on AI development in open communities.
FEEDBACK?
Email: show @ reasoning dot show
Bluesky: @reasoningshow.bsky.social
Twitter/X: @ReasoningShow
Instagram: @reasoningshow
TikTok: @reasoningshow

Erwan Menard - SVP Product Management @CrusoeAI talks about the evolution of NeoClouds, the challenges of matching the speed of data centers, GPUs and software, and how everything is evolving to megawatts and tokens. 
SHOW: 1008
SHOW TRANSCRIPT: The Reasoning Show #1008 Transcript
SHOW VIDEO: https://youtu.be/eA8vpPmSW0Y
SPONSORS:
VENTION - Ready for expert developers who actually deliver?
Visit ventionteams.com
SHOW NOTES:
Topic 1 - Welcome to the show. Tell us a bit about your background, and what you focus on now at Crusoe. 
Topic 2 - There has obviously been a lot of coverage of AI data center buildouts all over the world for the last few years. Tell us about Crusoe, and your approach to providing “neocloud” services. 
Topic 3 - What are the biggest challenges facing Crusoe today and in the immediate future - is it technology, energy, financing for expansions, etc.?
Topic 4 - Crusoe started as a bitcoin-focused company and has evolved to more of a GenAI-focus. What types of architectural changes did you have to make for this new type of workload? And how do those impact the quality of the services your customers expect from Crusoe?
Topic 5 - Is your focus more on environments to enable model training and customization, or more focus on inference for customer-facing applications? 
Topic 6 - A lot has changed in AI in the last couple years. What has changed the most in the last couple years, and what are you expecting to change the most over the next couple years? 
Topic 7 - Sovereign AI and Private AI have become much bigger topics over the last 12-18 months, and we’d expect that to grow. What unique things is Crusoe doing to adapt to these changing requirements from customers?

FEEDBACK?
Email: show @ reasoning dot show
Bluesky: @reasoningshow.bsky.social
Twitter/X: @ReasoningShow
Instagram: @reasoningshow
TikTok: @reasoningshow