Podcasts about aws

Saket Narayan of AWS joins Jo Ann to explore how regulators can move beyond pilots and sandboxes, using cloud, data, AI, and secure experimentation to build faster, smarter, more adaptive supervision. Episode show notes, transcript and related links available online at: https://regulationinnovation.org/podcast/beyond-pilots-sandboxes/.

Today, we are dropping another episode in our series The AI Control Loop, How enterprises govern the AI they've already deployed - sponsored by our friends at Wallarm.Wallarm is the AI Control Platform for Enterprise AI, protecting every AI workload, API, and application in production, giving CISOs the governance they need and CIOs the speed they demand. Organizations choose Wallarm for a complete inventory of APIs, AI agents, and AI apps, patented AI/ML-based threat detection and blocking that operates at production traffic speeds.In this episode, Craig Thomas, Sr. Solutions Engineer at Wallarm, examines what rogue AI actually means in practice, where the risk materializes, and what it takes to move from detection to control.QuestionsWhen we say "rogue AI," what do we actually mean? Is it only malicious AI, or can legitimate systems become risky too?What are the most common ways AI systems drift outside intended boundaries? Once an organization understands what rogue AI looks like, where does that loss of control typically begin, and who is responsible for preventing it?How do shadow LLMs, unsanctioned agents, and unmanaged AI workflows create risk even when no attacker is involved? If AI drift often starts with normal business activity, where do shadow AI systems fit into that picture?Why can an AI action look legitimate in isolation but still create serious business, security, or compliance risk when viewed as part of a larger sequence of actions? As these shadow systems become more embedded in everyday workflows, why is it so difficult to recognize risk in real time?How do APIs, integrations, and connected systems amplify the impact of those seemingly legitimate actions? What changes once those actions begin flowing across APIs, business applications, and interconnected systems?What kinds of unexpected outcomes worry CIOs and CISOs most today when AI systems are operating across those interconnected environments? As that connectivity expands, what are security and business leaders most concerned about?And given those concerns, what does meaningful oversight actually look like when AI systems can act at machine speed? How should organizations distinguish between the experimentation they want to encourage and the unmanaged AI behavior they need to control? One challenge is balancing governance with innovation. How do organizations avoid slowing down AI adoption while still maintaining control?We know that many organizations can detect risky AI behavior after the fact. But if they can't stop it in real time, what critical gap still remains? Even with governance programs in place, many organizations are still operating reactively. In closing, what's the key difference between detecting AI risk and actually controlling it?Linkshttps://www.wallarm.com/https://www.linkedin.com/in/cu-craigthomas/Full AbstractIn this episode, Craig Thomas, Sr. Solutions Engineer at Wallarm, examines what rogue AI actually means in practice, where the risk materializes, and what it takes to move from detection to control.Not every AI threat starts with an attacker. Some of the most consequential AI risks organizations face today come from systems that are working exactly as designed, just not quite as intended. An agent that calls an API it was never supposed to reach. A workflow that exposes PII because nobody mapped the data path before deployment. A shadow LLM standing up in an AWS account because a developer needed to move fast and approval processes were slow. None of these require malicious intent to create serious business, security, or compliance exposure.Rogue AI is a broader category than most governance frameworks account for. It includes the unsanctioned, the unmonitored, and the unpredictable: AI systems that drift outside intended boundaries, take actions that look legitimate in isolation but create risk in sequence, and operate at machine speed in ways that make after-the-fact detection feel like a consolation prize. The gap most organizations have is not in detecting that something went wrong. It's closing the loop fast enough to matter.Meaningful AI governance requires more than policy and discovery. It requires the ability to observe AI behavior at runtime, understand what triggered each action and what it touched, and enforce boundaries before consequences compound. That closed AI control loop, from knowing what is running to seeing what it does to stopping what it should not, is the operational standard AI transformation demands. Most organizations are not there yet.Our Sponsors:* Check out Cash App and use my code CASHAPP10 for a great deal: https://click.cash.app/ui6m/mt82fpxl #CashAppPod. Cash App is a financial services platform, not a bank. Banking services provided by Cash App's bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. See terms and conditions at https://cash.app/legal/us/en-us/card-agreement. Cash App Green, overdraft coverage, borrow, cash back offers and promotions provided by Cash App, a Block, Inc. brand. Visit http://cash.app/legal/podcast for full disclosures.* Check out Plaud AI and use my code CODESTORY for a great deal: https://plaud.aiAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Kyler and Ned are joined by former AWS Community Program Manager Jason Dunn to discuss what it takes to build and maintain a thriving tech community. Jason shares his “benevolent dictatorship” philosophy on community management, emphasizing the importance of authentic human connections. They also explore how AI can empower non-technical individuals to build custom solutions... Read more »

Kyler and Ned are joined by former AWS Community Program Manager Jason Dunn to discuss what it takes to build and maintain a thriving tech community. Jason shares his “benevolent dictatorship” philosophy on community management, emphasizing the importance of authentic human connections. They also explore how AI can empower non-technical individuals to build custom solutions... Read more »

Is the open model GLM-5.2 really Opus 4.8 level?

It's 2026. You're the CEO of a global bank or the Head of Surgery at a major hospital. An AI system looks at a complex set of volatile market data, or a patient's decade-long medical history, and gives you a directive. It doesn't just give you a percentage of probability. It tells you exactly what to do. But here is the catch: If that decision fails, "the machine told me so" won't hold up in court, in the boardroom, or at a patient's bedside. For a few years now, we've played a game of ‘black box' roulette, using AI that predicts the future based on the past. But in a world of sudden market shifts and unprecedented global change, the past is no longer a reliable map. We are entering the era of Automated Reasoning. This is the shift from AI that guesses to AI that proves. It's a market for explainable systems that is set to hit nearly ten billion dollars this year, doubling by 2032. Because today, leaders don't just need an answer; they need the logic behind it. They need a ‘glass box' they can trust. Scott Wiltamuth, Director of Software Development for Agentic AI and Automated Reasoning at AWS, alongside Mary Martin, Managing Director and Senior Partner at BCG and Varun Chitkara, Senior Vice President of Global Product & Technology at ADP join host Tom Parker. Sources: FT ResourcesThis content is paid for by AWS and is produced in partnership with the Financial Times' Commercial Department. The views and claims expressed are those of the guests alone and have not been independently verified by The Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Two hands. A free Slack channel. A spreadsheet. That was the entire toolkit when AWS asked Jason Dunn to build a developer community. Jason Dunn spent five years on building something people actually want to belong to. He grew a developer community into thousands of members spread across more than a hundred countries, working with far less budget and tooling than you'd expect.This conversation digs into what separates a living community from a glorified contact list. Why your earliest members carry so much weight. When to keep the door open and when to guard it. How to prove value when your best wins resist a dashboard. Why technical people walk the second something smells like a pitch. And how one small, slightly absurd reward became a badge people chased for months. A Real talk on getting people to show up for each other.Josh is writing a book on building customer relationships. Follow his journey and insights at www.joshschachter.com---What You'll Learn- Why the first members you pick set the tone forever- The day-zero choice: community for everyone or for someone- How to measure community when it's basically a vibe- The trick to getting members to report their own wins- Gamification with a lowercase G (and why it works)- The golden jacket story and pent-up demand- Why developers reject sales and marketing pipelines- Scrappy tools beat fancy platforms every time- The AI warning every new community manager needs---Want the playbook, not just the conversation? Subscribe for deep-dive, actionable breakdowns from every episode at unchurned.substack.com.---Timestamps0:00 - Preview and Meet Jason Dunn2:22 - What community meant at AWS in 20193:45 - The day-zero decision every builder faces5:05 - From 200 invited seeds to 3,600 members6:39 - Keeping the gates too open, too early9:12 - Defining high-value member activity11:23 - Measuring & reporting up: output, reach, and Dev.to14:53 - The Content Reporting Tool (CRT)16:02 - The real motivation behind self-reporting18:24 - The Golden Jacket origin story & 130 jackets in one quarter21:28 - The AWS Community toolkit23:42 - Advice for new community managers51:00 — Don't fall in love with the tools53:00 — Humanity connecting with humanity---Where to Find the GuestJason Dunn: https://www.linkedin.com/in/jasonrobertdunn/---Where to Find Josh:LinkedIn: https://www.linkedin.com/in/jschachter/Unchurned Substack: https://unchurned.substack.com/

AWS Morning Brief for the week of June 22nd, with Corey Quinn. Links:AWS Marketplace announces AI-assisted product listingAmazon CloudWatch introduces Log Analytics for unified log analysisAmazon EKS now supports customer-routed control plane egressFree Network Bandwidth Amazon GameLift Servers is Here!AWS announces AWS Blocks, an open-source framework for composing application backends on AWS (Preview)AWS Compute Optimizer enhances EBS volume recommendations with additional performance metricsIntroducing AWS Continuum for security at machine speedAWS Management Console Private Access now works without internet connectivityAWS Security Agent announces support for Threat ModelingGrok 4.3 from xAI now available in Amazon BedrockAmazon Aurora and RDS for MySQL expand Extended Support for MySQL 5.7 through June 2029AWS Marketplace reduces listing fee for professional services to 0.5%S3 Vectors: More Results, Cheaper Queries, Fresh FeesAmazon S3 annotations: attach rich, queryable context directly to your objectsAnnouncing Amazon EC2 G7 instances accelerated by NVIDIA RTX PRO 4500 Blackwell Server Edition GPUsAWS DevOps Agent adds release management capabilities to assess code changes before production (preview)AWS WAF adds AI traffic monetization capability to help content owners charge AI bots for content accessSimulating Amazon EC2 EBS burst credits before downsizing an instanceAWS Security Bulletin Quartet: AI Tools Forget Unix 101

With 250,000 customers and $1.2B in revenue, Monday.com's CPTO explains why they threw out their roadmap and rebuilt everything around agentic AI.Topics Include:Daniel Lereya joined Monday.com when it had just 30 people and five engineers.He grew the R&D org from five engineers to roughly 900 over a decade.Three years ago Daniel became Monday.com's first ever CPTO.Monday.com initially approached AI by adding small features across the product.They called this early phase "sprinkling AI dust" — helpful but not transformative.A pivotal board meeting made Daniel realise AI hadn't changed Monday's core value.Monday.com decided to rethink its mission from first principles around AI.The new mission: AI agents that actually execute work, not just manage it.AI gives businesses an "infinite workforce" regardless of company size.Agents can now do hyper-personalised work at a scale humans simply cannot.Monday's platform puts agents at the centre, replacing boards and dashboards.Shared context and human-in-the-loop handoffs make their agents uniquely powerful.Monday ran an "AI month" — pausing the entire 900-person builder org to transform.The month rebuilt team mindset and energy, reminding staff of early startup days.Monday also ran an "agentic week" where every department built their own agents.Finance built agents to automatically match incoming payments to customer accounts.Scaling AI adoption internally remains the biggest challenge across businesses today.Monday introduced "effective AI" — balancing capability with cost efficiency.They acquired voice AI startup One AI to add specialised model capabilities.On pricing, Monday shifted to a hybrid seats-plus-AI-credits consumption model.Participants:Daniel Lereya – Chief Product and Technology Officer, Monday.comKamil Davidov – Sales Leader Israel ISV-BizApps, Amazon Web ServicesJohan Broman – EMEA ISV Head of Solutions Architecture, Amazon Web ServicesSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

Highlights 00:27 — It's not just business as usual for these companies, their customers, and others who are tied into these extraordinary enterprises. We're also seeing booms in innovation, not just in technology but in go-to-market models, business models, and more. 01:32 — The big part of this is that it's not just big numbers, but big numbers driving widespread, deep, and profound innovation. Here's how the $2.1 trillion breaks out across the four hyperscalers: Backlog RPO Total Backlog RPO Growth Rate Oracle $638 Billion 363% Microsoft $627 Billion 99% Google Cloud $462 Billion 93% AWS $364 Billion 49% Total $2.091 Trillion   02:32 — With this high level of innovation, we're seeing a convergence of industries including technology, energy, and construction. Because of extreme demands, the tech industry has to start getting into the energy business. Construction is entering the picture as well, as these facilities are some of the largest built in such a short period of time, meeting demanding specifications and aligning with supply and demand. 03:25 — This convergence is leading to the hyperscalers developing new business models. These companies are coming up with unique models to solve this unprecedented demand and business challenge. Customers are coming up with different models based on what's happening, too. 04:15 — I have been a huge fan of the potential of fusion energy to meet this need. The convergence of tech and energy is only going to accelerate what's happening to break even with fusion energy. Visit Cloud Wars for more.

Yuval Boger interviews Helmut Katzgraber, general partner at 55North and former quantum leader at AWS. They discuss Helmut's view that the most promising near- to mid-term quantum applications are in quantum simulation for materials, chemicals, and pharma, rather than optimization. They also explore European competitiveness, venture opportunities across the quantum stack, cloud and on-prem deployment models, and the workforce and product skills needed to turn quantum ideas into successful companies.

Send us Fan MailSummary: In this episode, Frank and SteveO discuss the latest updates in cloud technology for May 2026. They cover AWS's new multi-cloud connectivity with Oracle Cloud Infrastructure, the general availability of Amazon EC2 M3 Ultra Mac instances, and Microsoft's release of V7 VMs powered by Intel Xeon processors. The hosts also delve into Amazon Bedrock's expanded support for request-level usage attribution and service quotas, as well as AWS Marketplace's new programmatic procurement capabilities. The episode wraps up with insights from the FinOps X conference and a discussion on cost management strategies in cloud services.

JDK 26 optimise la JVM dans ses moindres recoins, le SDK Java d'Agent2Agent passe en 1.0, Micronaut 5 est là. Côté terrain, un retour d'expérience après 40 jours à coder avec 100 % d'IA : génie ou junior, Alzheimer numérique et dette technique invisible. Pendant ce temps, GitLab restructure, Microsoft suspend ses licences Claude Code, et un développeur injecte un prompt destructeur dans sa lib JUnit. La révolution IA a un coût et les boites commencent à s'en rendre compte. Enregistré le 12 juin 2026 Téléchargement de l'épisode LesCastCodeurs-Episode-341.mp3 ou en vidéo sur YouTube. News Langages Les améliorations de performance dans le JDK 26 https://inside.java/2026/06/09/jdk-26-performance-improvements/ Côté bibliothèques, l'API LazyConstant (anciennement StableValue) fait son entrée en prévisualisation pour permettre une initialisation paresseuse, sécurisée pour les threads et optimisée par le mécanisme de constant-folding de la JVM. L'extraction de chaînes de caractères via MemorySegment::getString a été revue pour réduire considérablement les allocations intermédiaires et les copies en mémoire off-heap, accélérant fortement les traitements sur les chemins critiques (hot paths). La méthode générée automatiquement hashCode() pour les classes de type record a été optimisée par la JVM pour atteindre un niveau de performance équivalent à une implémentation écrite manuellement. Le ramasse-miettes G1 bénéficie du JEP 522 qui redessine sa table de cartes (card-table) afin de réduire les coûts de synchronisation des barrières d'écriture, offrant un gain de débit de 5 % à 15 % sur les applications manipulant énormément de références d'objets. Grâce au JEP 516 (Project Leyden), le cache d'objets Ahead-of-Time (AOT) adopte un format de flux agnostique, ce qui lui permet d'être compatible avec n'importe quel Garbage Collector, y compris le ramasse-miettes à très faible latence ZGC. Le démarrage de la JVM s'accélère par défaut lorsqu'aucune taille de tas n'est configurée, car HotSpot n'applique plus de pourcentage initial (InitialRAMPercentage) mais démarre directement avec la taille minimale (MinHeapSize) pour éviter d'allouer des métadonnées inutiles. Les threads virtuels gagnent en robustesse en étant désormais capables de céder la main (yield) pendant les phases d'initialisation des classes, éliminant ainsi le risque de famine des threads porteurs (carrier threads). Le compilateur C2 JIT améliore son modèle de coût pour la vectorisation des boucles (SIMD) et se montre maintenant capable de compiler et d'optimiser des méthodes dotées de listes de paramètres extrêmement longues. Librairies Release candidate du A2A Java SDK supportant versions 0.3 et 1.0 en même temps https://medium.com/google-cloud/a2a-java-sdk-1-0-0-cr1-released-f0c651ec9139 Dernière étape avant la GA : Toutes les fonctionnalités prévues pour la version 1.0 sont finalisées. Migration simplifiée depuis la Beta1. Compatibilité v0.3 : Ajout d'une couche de compatibilité permettant aux agents v1.0 de communiquer avec les systèmes v0.3 (via JSON-RPC, gRPC ou REST). Support natif pour Android (nouvel AndroidHttpClient). Uniformisation des clients HTTP pour garantir une cohérence entre les versions. Nouveau parseur SSE (Server-Sent Events) conforme aux spécifications. Ça y est, le SDK Java de l'Agent 2 Agent Protocol est sorti en version 1.0 finale ! (avec compatibilité v0.3 et v1.0) https://medium.com/google-cloud/a2a-java-sdk-1-0-0-final-released-10c05b6aee34 Lancement officiel : Sortie de A2A Java SDK 1.0.0.Final, la première version stable (GA) du protocole Agent2Agent. Objectif du protocole : Standard ouvert (Linux Foundation) permettant aux agents IA de communiquer, déléguer des tâches et collaborer, indépendamment du langage ou du framework. Interopérabilité : Introduction de l'Integration Test Kit (ITK) pour valider la compatibilité entre les SDK (Java, Python, TypeScript, etc.). Transports supportés : Support complet et équivalent pour JSON-RPC, gRPC et HTTP+JSON/REST. Alignement total avec la spécification A2A 1.0.0. Passage aux Java records pour l'immutabilité et moins de code répétitif. Architecture interne basée sur un MainEventBus pour garantir la persistance et éviter les conditions de concurrence. Intégration d'OpenTelemetry pour le suivi et la surveillance. Support d'Android et compatibilité descendante avec la version 0.3. Installation : Gestion des dépendances via Maven BOM (org.a2aproject.sdk). Sortie de Micronaut 5.0 https://micronaut.io/2026/05/20/micronaut-framework-5-0-0-released/ Lancement majeur : Disponibilité générale de Micronaut 5, incluant une refonte de plus de 70 modules et la plateforme BOM. Baselines techniques : Support de Java 25, Groovy 5, Kotlin 2.3 et GraalVM 25.0.3. Optimisations internes : Amélioration significative des performances au démarrage et réduction de la surcharge à l'exécution via une refonte du conteneur IoC et du traitement à la compilation. Architecture HTTP : Support stable de HTTP/3, nouvelle API de formulaires (multipart) et annotations de nullabilité (JSpecify) pour une meilleure interopérabilité Kotlin/IDE. Configuration : Nouveau système d'importation de configuration (remplaçant le Bootstrap Configuration) et validateur de schéma JSON intégré. Fiabilité : Nouvelles API programmatiques pour les politiques de retry et circuit breaker. Sécurité & Outils : Mise à jour majeure des dépendances (Jackson 3, Ktor 3), rafraîchissement du Panneau de contrôle et diagnostics AOT améliorés. Écosystème : Mises à jour complètes pour les bases de données (Data, SQL, R2DBC, MongoDB, Redis), le cloud (AWS, Azure, GCP, OCI) et les tests (JUnit 6, Testcontainers 2.0). Évolutions notables : Intégration HTMX dans Micronaut Views, retrait du support RxJava 2 et migration de divers processeurs d'annotations vers des modules dédiés. Comment rajouter un agent IA dans une app Android, avec le tout nouveau framework ADK pour Kotlin https://glaforge.dev/posts/2026/05/21/wiring-adk-kotlin-agents-in-an-android-application/ Guillaume a participé au développement et au lancement du nouveau runtime ADK pour Kotlin et Android https://developers.googleblog.com/adk-kotlin-android-building-ai-agents/ Tutoriel sur comment intégrer un agent ADK dans une app Dépendances : Ajout du noyau ADK (google-adk-kotlin-core) et du processeur KSP dans build.gradle.kts. Sécurité API : Utilisation de local.properties pour stocker la clé API Gemini et l'exposer via BuildConfig afin d'éviter le hardcoding. Définition de l'agent : Création d'un objet LlmAgent configuré avec le modèle Gemini, des instructions spécifiques et des outils (ex: GoogleSearchTool). Utilisation de InMemoryRunner pour gérer automatiquement le contexte et l'historique de la session. Implémentation de runAsync avec StreamingMode.SSE pour un retour en temps réel dans l'interface. Threading : Exécution des requêtes réseau sur Dispatchers.IO et mise à jour de l'état de l'interface utilisateur sur Dispatchers.Main. Comment développer et hoster des agents IA sur la plateforme d'agents managés de DeepMind https://glaforge.dev/posts/2026/05/21/managed-agents-with-the-gemini-interactions-java-sdk/ L'équipe DeepMind de Google a lancé une plateforme d'agents managés sur son API Gemini Interactions https://blog.google/innovation-and-ai/technology/developers-tools/managed-agents-gemini-api/ Guillaume a implémenté un SDK Java pour utiliser cette API Gemini Interactions, qui donne entre autre accès à tous les modèles mais aussi à cette plateforme managée d'agents IA Agents managés : Permet d'exécuter des agents autonomes qui raisonnent, planifient et exécutent du code dans des environnements isolés (sandboxes), sans gestion d'infrastructure par le développeur. Environnement distant : Utilise des espaces de travail Linux éphémères dans le cloud via le paramètre remote, permettant l'accès réseau et la persistance des fichiers sur plusieurs appels. Agents prédéfinis : Accès immédiat à des agents spécialisés comme deep-research-pro (recherche multi-étapes) ou antigravity (tâches de codage généralistes). Agents personnalisés : Possibilité de configurer ses propres agents avec des instructions système dédiées, des outils spécifiques (exécution de code, recherche Google) et des règles réseau (egress) personnalisées. Architecture basée sur les étapes (Steps) : Utilise une structure de données typée (Step, Content) pour suivre le raisonnement de l'agent, ses appels de fonctions et ses résultats en temps réel. Outils et Schémas : Inclut des utilitaires pour générer des schémas JSON complexes via une interface fluide (DSL), par réflexion Java ou par parsing JSON. Streaming réactif : Support natif des événements en temps réel (SSE) pour suivre la progression de l'agent et recevoir les deltas de contenu au fur et à mesure de la génération. Flexibilité : Fournit un gestionnaire de routage (InteractionsHandler) pour créer facilement des serveurs proxy ou des backends intermédiaires traitant les interactions Gemini. Spring Boot 4.1 https://github.com/spring-projects/spring-boot/wiki/Spring-Boot-4.1-Release-Notes Support natif pour Spring gRPC permettant de créer et tester facilement des applications clientes et serveurs basées sur Netty ou des Servlets via HTTP/2 Introduction du lazy fetching pour les connexions JDBC via la propriété spring.datasource.connection-fetch=lazy afin de ne prendre une connexion du pool que lorsqu'un Statement est réellement exécuté Amélioration de l'auto-configuration de Jackson permettant de définir globalement les contraintes de lecture/écriture pour les formats JSON, XML et CBOR via des propriétés de configuration Sécurisation des clients HTTP bloquants et réactifs face aux attaques SSRF grâce à l'introduction d'un InetAddressFilter bloquant les requêtes sortantes vers des adresses spécifiques Améliorations majeures autour d'OpenTelemetry avec le support complet des variables d'environnement OTel, la possibilité de désactiver le SDK via une propriété globale et l'ajout du support SSL sur les exporters OTLP Ajout de l'auto-configuration pour l'utilisation de Spring Batch avec MongoDB incluant un nouveau starter dédié spring-boot-batch-data-mongo Auto-configuration des endpoints @RedisListener sans nécessiter la déclaration manuelle d'un RedisMessageListenerContainer Dépréciation du support de Apache Derby (projet arrêté), suppression définitive du mode layertools du JAR et réintroduction du support de Spock 2.4 (avec Groovy 5) Upgrade des dépendances majeures de l'écosystème avec notamment Spring Framework 7.0.8, Spring Security 7.1.0 et Micrometer 1.17.0 Outillage Vous êtes plutôt endive ou chicorée ? La librairie Chicory qui permet d'exécuter du code WASM à partir de son application Java est forkée et rejointe la Bytecode Alliance pour continuer son développement https://bytecodealliance.org/articles/endive-and-the-next-chapter-of-webassembly-on-the-jvm Annonce d'Endive : Nouveau projet hébergé par la Bytecode Alliance ; fork de Chicory (moteur WebAssembly pur Java, sans dépendance native). ​Objectif principal : Permettre aux développeurs Java d'intégrer, charger et déployer des modules Wasm nativement via les workflows Java habituels. ​Compilateur "Redline" : Intégration à venir de Redline (basé sur Cranelift) pour compiler le Wasm en code machine natif ; performances comparables à Rust/Wasmtime. ​Zéro dépendance (Java 25+) : Grâce à l'API standard Foreign Function & Memory (Project Panama), l'exécution à vitesse native se fait sans composants externes. ​Modèle de Composants (Component Model) : Support futur prévu pour consommer des composants (Rust, Go, JS, etc.) via des interfaces typées et sécurisées directement dans la JVM. ​Prochaines étapes : Fusion de Redline, conformité stricte aux specs Wasm (dont WasmGC) et amélioration du support WASI. Un visualisateur de sessions de travail avec Antigravity https://glaforge.dev/posts/2026/06/11/antigravity-brain-visualizer/ Un projet open source construit avec Micronaut, LangChain4j et GraalVM pour analyser les sessions de travail avec l'outil de développement agentique Antigravity (de Google) Analyse toutes les étapes, les requêtes utilisateur, les outils utilisés, les erreurs rencontrées, les réponses du modèle Gemini fait une analyse pour comprendre les moments clés de cette session de travail Outil buildé avec l'aide d'Antigravity lui-même SBX-Kits : des environnements de développement simplifiés pour les débutants (et les autres) https://k33g.org/20260501-sbx-kits.html Philippe Charrière (:whale: ) présente SBX-Kits (Sandbox Kits), une initiative personnelle visant à simplifier radicalement la mise en place d'environnements de développement pour les débutants, en éliminant la complexité d'installation des outils traditionnels. Chaque "kit" est une archive prête à l'emploi contenant un outil de développement spécifique (comme un langage, un framework ou une base de données) configuré pour s'exécuter de manière isolée et portable. La philosophie du projet repose sur le principe de "zéro configuration" et "zéro dépendance globale", permettant de tester une technologie ou de commencer à coder immédiatement sans polluer son système d'exploitation. L'approche technique s'appuie sur des scripts légers et des binaires portables pré-packagés, offrant une alternative plus simple et moins gourmande en ressources que les conteneurs Docker ou les configurations d'IDE complexes pour l'apprentissage. L'objectif à terme est de proposer un catalogue de kits couvrant les technologies courantes (JavaScript, Python, petites bases de données) pour faciliter les ateliers de programmation et le prototypage rapide. De nombreux kits sont disponibles sur https://github.com/docker/sbx-kits-contrib ghui: une interface utilisateur en ligne de commande (TUI) interactive pour GitHub https://github.com/kitlangton/ghui ghui est un outil en ligne de commande (TUI) écrit en Rust qui fournit une interface visuelle, interactive et rapide directement dans le terminal pour interagir avec GitHub. Il permet de gérer ses pull requests, ses issues et ses notifications sans avoir à ouvrir son navigateur web ou à taper de longues commandes avec la CLI officielle de GitHub. L'outil propose une navigation fluide au clavier, des raccourcis efficaces, et permet de réaliser des actions courantes comme valider une PR, ajouter des commentaires, attribuer des reviewers ou inspecter les logs des GitHub Actions. Conçu pour être extrêmement réactif, ghui s'intègre naturellement dans le flux de travail des développeurs adeptes du terminal et du mode "sans souris". Sortie de Homebrew 6.0.0 https://brew.sh/2026/06/11/homebrew-6.0.0/ Introduction du mécanisme de sécurité Tap Trust : comme les dépôts tiers (taps) peuvent exécuter du code Ruby arbitraire non sandboxé sur la machine, Homebrew demande désormais une confiance explicite de l'utilisateur avant d'évaluer ou d'exécuter leur code. L'API JSON interne devient le choix par défaut, offrant un système plus léger et beaucoup plus rapide pour les développeurs. Sécurisation renforcée de l'environnement avec l'implémentation du sandboxing sur Linux. Évolution des comportements par défaut basés sur un sondage utilisateur : le mode "ask" est activé par défaut pour les développeurs, affichant un résumé des dépendances et une demande de confirmation avant toute action de brew install ou brew upgrade. Améliorations notables des performances globales, notamment un boost de ~30 % sur la vitesse de la commande brew leaves et la parallélisation de la récupération des bottles (binaires) lors des mises à jour. Ajout du support initial pour la prochaine version d'Apple, macOS 27 (Golden Gate). Multiples optimisations pour brew bundle, incluant une gestion plus sécurisée des installations de paquets npm. Méthodologies Retour d'expérience très détaillé et 100% humain sur 40 jours avec une équipe 100% AI hormis le superviseur https://www.linkedin.com/pulse/jai-vir%C3%A9-mon-%C3%A9quipe-de-dev-pour-une-100-ia-pendant-40-luc-bonnin-jlgjf/ Voici le résumé en bullet points : Expérimentation de 40 jours : remplacer une équipe de dev par 100% IA agentique (Cursor) sur un vrai projet en production (playthatsheet.com, 200k lignes de code legacy) Chiffres bruts : 2,3 milliards de tokens consommés, 1 477 prompts, 260 564 lignes ajoutées (+145%), 59% du code final produit par l'IA ROI vertigineux à court terme : 9 mois de travail humain livrés en 40 jours, coût total 260$ d'abonnement + 15 jours de supervision, ROI x18 Profil psy de l'IA : Alzheimer (oublis de contexte), schizophrène (change de méthodo), ado de 12 ans (refait les mêmes erreurs), oscille entre génie et junior sans prévenir Effet iceberg : la dette technique ne disparaît pas, elle se camoufle et s'accélère ; hallucinations = bombes à retardement détectables uniquement par relecture humaine ligne par ligne Paradoxe du bateau de Thésée : perte de paternité et de maîtrise fine du code, baisse de l'autonomie du dev humain qui valide sans avoir construit Arnaque du "monkey money" : consommation de tokens opaque, non corrélée à la complexité (écart de 350% sur des prompts identiques), facturation imprévisible donc impossible à budgéter Syndrome du bazooka : les devs utilisent l'IA même pour changer une couleur CSS, atrophie progressive des compétences et coût écologique délirant Risque stratégique : dépendance irréversible aux vendeurs de tokens (Nvidia, Anthropic, OpenAI), business non rentable qui devra augmenter ses prix Conseil final : approche Pareto, garder 20% du temps en code "fait main", nommer un responsable stratégie IA, l'humain senior reste irremplaçable pour superviser Une libraries de test JUnit cache un prompt qui demande aux coding agents d'effacer les tests https://arstechnica.com/security/2026/05/fed-up-with-vibe-coders-dev-sneaks-data-nuking-prompt-injection-into-their-code/ Agacé par les « vibe coders », un développeur introduit une injection de prompt destructrice dans son code Le développeur de jqwik (un moteur de tests pour JUnit 5) a volontairement inséré une injection de prompt dans la version 1.10.0 de sa bibliothèque Java pour saboter le travail des agents d'IA. L'instruction injectée via la sortie standard (stdout) ordonne textuellement aux LLM d'ignorer les consignes précédentes et de supprimer l'intégralité du code et des tests jqwik du projet. Pour dissimuler cette action aux yeux des développeurs humains, le mainteneur a utilisé des séquences d'échappement ANSI qui effacent la ligne d'injection dans les émulateurs de terminaux interactifs. La modification a été découverte par un utilisateur qui a pointé du doigt les risques majeurs et disproportionnés pour les machines des utilisateurs, bien que certains outils comme Claude d'Anthropic aient détecté et bloqué la consigne malveillante. Face aux critiques de la communauté et aux accusations de comportement infantile ou potentiellement illégal, le développeur a mis à jour ses notes de version pour documenter explicitement son opposition à l'usage de son outil par des IA, avant de refuser tout commentaire supplémentaire sur conseil de son avocat. La réalité du rôle de Principal Engineer https://leaddev.com/career-development/reality-being-principal-engineer Le passage au rôle de Principal Engineer marque une transition majeure où les compétences techniques ne suffisent plus, l'impact se mesurant désormais à travers l'influence, la stratégie et la capacité à aligner la technique avec les objectifs business. Contrairement aux attentes, le quotidien est souvent marqué par une forme d'isolement, car le poste se situe à l'intersection de la direction (qui attend des solutions) et des équipes techniques (qui attendent des directives), sans appartenance directe à un groupe précis. Le rôle exige d'accepter une grande part d'ambiguïté et l'absence de retours immédiats, les projets et les décisions stratégiques mettant parfois des mois ou des années à porter leurs fruits. La gestion du temps devient un défi critique, nécessitant de savoir naviguer entre les sollicitations constantes, la présence en réunion et le besoin de préserver des moments de réflexion approfondie pour concevoir des visions à long terme. La réussite à ce niveau repose sur le développement de compétences humaines pointues (soft skills), notamment la négociation, la communication vulgarisée auprès des profils non techniques, et la capacité à faire grandir les autres ingénieurs par le mentorat. Sécurité Une attaque de la chaîne d'approvisionnement npm utilise binding.gyp pour compromettre des dizaines de paquets https://cybersecuritynews.com/binding-gyp-supply-chain-attack-compromises-dozens-of-npm-packages/ Une nouvelle variante du ver auto-propageable "Shai-Hulud", baptisée "Miasma", cible l'écosystème npm (et PyPI sous le nom de "Hades") en dissimulant son exécution dans le fichier binding.gyp au lieu des scripts classiques preinstall ou postinstall. La technique, surnommée "Phantom Gyp", exploite le fait que npm lance automatiquement node-gyp rebuild dès qu'un fichier binding.gyp est présent à la racine d'un paquet pour compiler des modules natifs C/C++, exécutant ainsi le code malveillant dès la commande npm install. L'attaque contourne la plupart des outils de sécurité traditionnels car l'injection s'appuie sur l'évaluation récursive de commandes (via la syntaxe ) ou directement sur la fonction eval() de Python sous-jacente à GYP, cachée sous n'importe quelle clé du fichier. Le script malveillant télécharge un runtime alternatif (Bun) pour échapper aux détections comportementales de Node.js, puis moissonne les identifiants et secrets des développeurs et des environnements CI/CD (npm, GitHub, AWS, GCP, Azure, Kubernetes, HashiCorp Vault). Plus de 57 paquets npm (dont le SDK serveur de Vapi ou des outils liés à l'IA) et des dizaines de paquets PyPI ont été infectés via des comptes de mainteneurs compromis, le ver republiant automatiquement de nouvelles versions vérolées en utilisant les jetons volés. Loi, société et organisation Restructuration chez Gitlab https://about.gitlab.com/blog/gitlab-act-2/ GitLab entame une restructuration majeure pour s'adapter à l'ère de l'intelligence artificielle agentique, incluant une réduction d'effectifs planifiée de manière transparente et ouverte. L'entreprise prévoit de réduire de 30 % le nombre de pays où elle maintient de petites équipes, d'aplatir sa hiérarchie en supprimant jusqu'à trois niveaux de gestion, et de réorganiser la R&D en une soixantaine d'équipes plus petites et autonomes. Les processus internes vont être revus en intégrant des agents d'IA pour automatiser les revues, les approbations et les passages de relais afin d'accélérer le rythme de travail. La stratégie repose sur la conviction que le logiciel sera bientôt écrit par des machines et dirigé par des humains, ce qui va multiplier la demande de logiciels et transformer le rôle des ingénieurs vers la résolution de problèmes complexes. Sur le plan technique, GitLab reconstruit son infrastructure sous-jacente (notamment Git) pour supporter la charge massive générée par les agents d'IA, tout en misant sur l'orchestration du cycle de vie, la centralisation du contexte des données et une gouvernance intégrée. Le modèle économique évolue vers un système hybride combinant les abonnements classiques et une tarification à la consommation pour le travail effectué par les agents d'IA. Un LLM local sur un mac pourrait coûter plus cher en électricité qu'un modèle hébergé sur OpenRouter dans le cloud https://www.williamangel.net/blog/2026/05/17/offline-llm-energy-use.html Conclusion : L'inférence locale sur Mac M5 Max est 3x plus chère et 2x plus lente que le cloud (OpenRouter). Électricité : Négligeable (~0,02 $/heure pour 50-100W). Matériel (Le vrai coût) : Achat du Mac à 4 299 $; l'amortissement sur 3 à 5 ans plombe la rentabilité horaire. Coût au million de tokens (Gemma 4 31b) : Mac M5 Max : 0,40 à4, 79 (pour 10-40 tokens/s). OpenRouter : 0,38 à0, 50 (pour 60-70 tokens/s). Verdict pro : Le temps humain perdu à cause de la lenteur locale coûte infiniment plus cher que les tokens cloud. Privilégier les API (Anthropic, OpenRouter). Ai didn't kill your junior pipeline https://andrewmurphy.io/blog/ai-didnt-kill-your-junior-pipeline-you-did L'IA n'a pas tué le recrutement des juniors, les entreprises l'ont fait elles-mêmes, par effet de mode. Sans juniors, pas de futurs seniors : on retire l'échelle qui nous a tous fait monter. Tout le monde pêche dans le même bassin de seniors sans le réapprovisionner, pénurie garantie dans 3-5 ans. Une équipe 100% senior + IA est fragile : un départ et tout le savoir tacite s'évapore. Les juniors posent les "pourquoi ?" qui révèlent les bugs et processus absurdes ; l'IA, elle, exécute sans questionner. Les seniors s'atrophient aussi en déléguant leur réflexion à l'IA, pince à double effet sur les compétences. Dépendre des outils IA, c'est sous-traiter sa stratégie talents à des fournisseurs dont les prix vont tripler. Solution : redéfinir le rôle junior (revue de code IA + mentorat), pas le supprimer. Les rapports internes de Microsoft révèlent la crise des coûts de l'IA : les agents coûtent plus cher que les employés humains https://fortune.com/2026/05/22/microsoft-ai-cost-problem-tokens-agents/ Des données et rapports internes chez Microsoft et d'autres géants de la tech ébranlent la promesse de rentabilité de l'IA, révélant que le déploiement d'agents autonomes à l'échelle de l'entreprise revient souvent plus cher que de payer des humains pour le même travail. Le modèle de tarification à l'usage (basé sur les tokens) se heurte à la nature même des architectures agentiques : contrairement à un simple chatbot, un agent boucle, enchaîne les appels d'outils, crée des sous-agents et auto-évalue son code, ce qui multiplie la consommation de tokens par un facteur de 5 à 30, voire jusqu'à 1 000 fois pour des tâches de programmation complexes. L'impact financier sur les budgets de calcul cloud est immédiat ; par exemple, Uber a entièrement épuisé l'intégralité de son budget annuel 2026 dédié au codage par IA en l'espace de seulement quatre mois. Face à cette explosion des coûts, des retours en arrière drastiques sont observés : Microsoft a ainsi commencé à suspendre une grande partie de ses licences internes Claude Code pour rediriger d'urgence ses milliers de développeurs vers sa propre solution moins onéreuse, GitHub Copilot CLI. Les directeurs techniques (CTO) et acheteurs de solutions logicielles qui ont signé des contrats pluriannuels basés sur des projections de réduction de masse salariale se retrouvent pris au piège, les gains réels de productivité ne parvenant pas à compenser les factures d'infrastructure exorbitantes. Conférences La liste des conférences provenant de Developers Conferences Agenda/List par Aurélie Vache et contributeurs : 11-12 juin 2026 : DevQuest Niort - Niort (France) 11-12 juin 2026 : DevLille 2026 - Lille (France) 12 juin 2026 : Tech F'Est 2026 - Nancy (France) 15 juin 2026 : Jupyter Workshops: Demystifying MyST Markdown in Education - Orsay (France) 16 juin 2026 : Mobilis In Mobile 2026 - Nantes (France) 17-19 juin 2026 : Devoxx Poland - Krakow (Poland) 17-20 juin 2026 : VivaTech - Paris (France) 18 juin 2026 : Tech'Work - Lyon (France) 22-26 juin 2026 : Galaxy Community Conference - Clermont-Ferrand (France) 23-24 juin 2026 : MWCP 2026 - Paris (France) 24-25 juin 2026 : Agi'Lille 2026 - Lille (France) 24-26 juin 2026 : BreizhCamp 2026 - Rennes (France) 26-27 juin 2026 : LeHACK - Paris (France) 27 juin 2026 : Asynconf - Paris (France) 2 juillet 2026 : Azur Tech Summer 2026 - Valbonne (France) 2 juillet 2026 : MCP Connect Travel Edition - Paris (France) 2-3 juillet 2026 : Sunny Tech - Montpellier (France) 3 juillet 2026 : Agile Lyon 2026 - Lyon (France) 6-8 juillet 2026 : Riviera Dev - Sophia Antipolis (France) 28-30 août 2026 : State of the Map - Champs-sur-Marne (France) 4 septembre 2026 : JUG Summer Camp 2026 - La Rochelle (France) 10-11 septembre 2026 : Nantes Craft - Nantes (France) 17 septembre 2026 : dotAI - Paris (France) 17-18 septembre 2026 : API Platform Conference 2026 - Lille (France) 18 septembre 2026 : WordCamp Bretagne - Rennes (France) 18 septembre 2026 : dotJS - Paris (France) 18 septembre 2026 : WordCamp Bretagne - Rennes (France) 22 septembre 2026 : Salon Data 2026 - Nantes (France) 22-23 septembre 2026 : Agile en Seine & IA 2026 - Paris (France) 24 septembre 2026 : OWASP AppSec Days France 2026 - Paris (France) 24 septembre 2026 : PlatformCon Paris - Paris (France) 24 septembre 2026 : React Native Connection 2026 - Paris (France) 24-26 septembre 2026 : Paris Web 2026 - Paris (France) 25 septembre 2026 : SAP Inside Track Paris 2026 - Paris (France) 28-29 septembre 2026 : 4th Tech Summit on AI & Robotics - Paris (France) & Online 1 octobre 2026 : WAX 2026 - Marseille (France) 1-2 octobre 2026 : Volcamp - Clermont-Ferrand (France) 2 octobre 2026 : DevFest Perros-Guirec 2026 - Perros-Guirec (France) 5-9 octobre 2026 : Devoxx Belgium - Antwerp (Belgium) 8-9 octobre 2026 : Forum PHP 2026 - Marne-la-Vallée (France) 12 octobre 2026 : Dev With AI - Paris (France) 22-23 octobre 2026 : Agile Tour Bordeaux 2026 - Bordeaux (France) 26 octobre 2026 : Agile Tour Montpellier - Montpellier (France) 27-29 octobre 2026 : Directions EMEA 2026 - Paris (France) 29-30 octobre 2026 : BDX I/O 2026 - Bordeaux (France) 29-30 octobre 2026 : Agile Tour Nantais 2026 - Nantes (France) 29 octobre 2026-1 novembre 2026 : Pycon FR - Biarritz (France) 30 octobre 2026 : Cloud Nord 2026 - Lille (France) 4-5 novembre 2026 : Devoxx Morocco - Casablanca (Morocco) 14-15 novembre 2026 : Capitole du Libre - Toulouse (France) 19 novembre 2026 : DevFest Toulouse 2026 - Toulouse (France) 19 novembre 2026 : Agile Laval 2026 - Laval (France) 19 novembre 2026 : OVHcloud Summit - Paris (France) 19 novembre 2026 : Codeurs en Seine - Rouen (France) 27 novembre 2026 : DevFest Paris 2026 - Paris (France) 1-3 décembre 2026 : Apidays Paris - Paris (France) 2-3 décembre 2026 : Cloud Native AI Summit Europe - Paris (France) 4 décembre 2026 : DevFest Lyon 2026 - Lyon (France) 4 décembre 2026 : DevFest Dijon 2026 - Dijon (France) 9-10 décembre 2026 : OpenSource Expérience - Paris (France) 9-10 décembre 2026 : DevOps REX - Paris (France) 10 décembre 2026 : KCD Provence - Aix-en-Provence (France) 7-9 avril 2027 : Devoxx France 2027 - Paris (France) 3 juin 2027 : Cloud Native Days France 2027 - Paris (France) Nous contacter Pour réagir à cet épisode, venez discuter sur le groupe Google https://groups.google.com/group/lescastcodeurs Contactez-nous via X/twitter https://twitter.com/lescastcodeurs ou Bluesky https://bsky.app/profile/lescastcodeurs.com Faire un crowdcast ou une crowdquestion Soutenez Les Cast Codeurs sur Patreon https://www.patreon.com/LesCastCodeurs Tous les épisodes et toutes les infos sur https://lescastcodeurs.com/

Every time you listen to an earnings call, you're scanning for signs that a company knows where it's going. But what if the most confident-sounding language is actually the biggest red flag? Motley Fool analyst Rachel Warren sits down with Phil LeBrun, former international CIO of McDonald's, and Dr. Jana Werner, executive advisor at AWS — co-authors of The Octopus Organization — to unpack why 70 to 90 percent of corporate transformations never deliver what they promised, what they call watermelon reporting — green on the outside, red on the inside — and the words that reveal whether a company is truly built for the future, or just really good at sounding like one. Host: Rachel Warren Guests: Dr. Jana Werner and Phil Le-Brun Producers: Bart Shannon, Lauren Budabin Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we discuss Midjourney's surprising pivot to hardware with their full-body ultrasound scanner, a game-changer in preventative healthcare. Additionally, we explore Anthropic's federal ban turning into a marketing narrative, the drama surrounding Amazon's film 'Artificial', and the competitive landscape of AI chips involving AWS, NVIDIA, and Intel.Chapters00:00 Introduction00:00 Midjourney's Ultrasound Pivot00:25 Anthropic's Federal Ban00:44 Amazon's Film 'Artificial'00:49 AWS and Tranium Chips11:32 Intel's Stock Surge Show LinksGet the top 80+ AI Models for $8.99 with the AI Box MCP: ⁠⁠https://aibox.ai/mcpHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

Our guest this week, Alvin Wang Graylin spent 35 years in senior leadership roles across HTC, IBM, and other major tech companies. He ran HTC's VR division, came out of the famous HIT Lab, now teaches at MIT, holds a fellowship at Stanford, and just published a paper called "Beyond Rivalry" proposing a seven-point plan for deescalating US-China AI tensions and building a global safety net before the economy breaks.His thesis: America is the fastest in the AI race and the least prepared for what it's creating—a cliff where human labor theory of value collapses, capital concentration accelerates, and 40% of the population living month to month faces chaos.The conversation becomes a wide-ranging debate between Alvin, Charlie, and Rony about whether AGI will be benevolent by default (Alvin's position: research shows smarter AI seeks global coherence and becomes less controllable by individual humans, which may actually make it safer) or whether benevolence must be designed in from scratch.AI XR News You Should Know: Elon Musk merges SpaceX, xAI, and X into a single entity—Alvin dismantles the space data center concept with physics (vacuum cooling is a myth, micro-meteorite collisions would destroy hardware daily, and energy is only 10% of data center costs).Amazon invests $50 billion in OpenAI that round-trips back to AWS. Alphabet breaks revenue records at $400 billion but spooks investors by disclosing $90 billion in AI spending. ElevenLabs raises $500 million at $11 billion valuation. Rony's SynthBee hits unicorn status with $100 million raised at a multi-billion dollar valuation.Alvin warns the AI bubble dwarfs the dot-com era (298 companies raised $24 billion total during dot-com; OpenAI alone is raising that in a single private round) and predicts OpenAI may implode before going public.Key Moments Timestamps:[00:04:47] SpaceX/xAI/X merger: Rony calls it Elon's "return to Tony Stark form"[00:06:41] Alvin dismantles space data centers with physics: vacuum cooling myth, micro-meteorites, $7K/kg launch costs[00:10:04] Amazon's $50B investment in OpenAI as a round-trip to AWS; the scam economy[00:11:26] Alvin predicts OpenAI may implode before going public[00:14:23] Alvin on 35 years in AI: the technology is transformational but everyone's making a commodity product[00:17:04] The AI bubble dwarfs dot-com: $24B total vs. single private rounds today[00:19:04] Rony's contrarian: the $110 trillion global economy is what's being bet against[00:21:06] Labor theory of value collapses: what happens when humans exit the production cycle[00:23:00] America is fastest in the AI race and least prepared; 40% live month to month[00:24:00] Alvin's Stanford paper "Beyond Rivalry": a CERN for AI and global data pool[00:28:00] Davos reflections: the rest of the world is more rational than America[00:34:00] Chinese vs. American culture: reverence for teachers, respect for elders[00:42:00] Alvin's "Abundant" framework: valuing human dignity over production after AGI[00:44:22] The great debate: will AGI find benevolence naturally (Alvin) or must it be designed in (Rony)?[00:47:00] Rony on risk: AGI systems are unverifiable, untestable, and we cannot take the chanceListen to the full episode and subscribe to the AI XR Podcast for weekly conversations at the intersection of AI, XR, and the future of humanity.This episode is brought to you by Zappar, creators of Mattercraft—the leading visual development environment for building immersive 3D web experiences for mobile headsets and desktop. Build smarter at mattercraft.io. Hosted on Acast. See acast.com/privacy for more information.

In a relationship-driven niche like healthcare IT, the deal happens in the room, not the inbox. In this episode of Content Amplified, Larry Kaiser, Chief Marketing Officer at Optimum Healthcare IT, explains why a little over 60% of his budget goes to events and how he stretches each one across his whole content engine. Larry walks through his year at the two biggest healthcare IT shows, Vive and HIMSS, where he runs booths, stage presentations, and sponsored white-labeled receptions that put his team in front of CIOs as the only vendor in the room. He shares how he takes a single filmed event presentation and repurposes it into a blog post, a white paper, and a podcast episode to pull maximum value out of a $25,000 sponsorship. He also makes the case for LinkedIn-first distribution, with 205,000 followers and close to 60,000 newsletter subscribers, because email is dead with healthcare IT CIOs who told him it will never reach them. Plus why he keeps his content roughly 90% brand and 10% individuals. If you spend real money on events, this conversation shows you how to make it work harder.About LarryLarry Kaiser is the Chief Marketing Officer at Optimum Healthcare IT, a staffing and digital transformation consulting firm that works with provider organizations on Epic EHR, ServiceNow, Workday, and AWS. He has spent 22 years in healthcare IT, an industry he never expected to stay in this long. Larry got his start as an RFP manager and became CMO about six years ago, hitting nearly every aspect of marketing in healthcare IT along the way.Show NotesConnect with Larry on LinkedIn: https://www.linkedin.com/in/lawrencekaiser/Text us what you think about this episode!

In this episode, we discuss Midjourney's surprising pivot to hardware with their full-body ultrasound scanner, a game-changer in preventative healthcare. Additionally, we explore Anthropic's federal ban turning into a marketing narrative, the drama surrounding Amazon's film 'Artificial', and the competitive landscape of AI chips involving AWS, NVIDIA, and Intel.Chapters00:00 Introduction00:00 Midjourney's Ultrasound Pivot00:25 Anthropic's Federal Ban00:44 Amazon's Film 'Artificial'00:49 AWS and Tranium Chips11:32 Intel's Stock Surge Show LinksGet the top 80+ AI Models for $8.99 with the AI Box MCP: ⁠⁠https://aibox.ai/mcpHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we discuss Midjourney's surprising pivot to hardware with their full-body ultrasound scanner, a game-changer in preventative healthcare. Additionally, we explore Anthropic's federal ban turning into a marketing narrative, the drama surrounding Amazon's film 'Artificial', and the competitive landscape of AI chips involving AWS, NVIDIA, and Intel.Chapters00:00 Introduction00:00 Midjourney's Ultrasound Pivot00:25 Anthropic's Federal Ban00:44 Amazon's Film 'Artificial'00:49 AWS and Tranium Chips11:32 Intel's Stock Surge Show LinksGet the top 80+ AI Models for $8.99 with the AI Box MCP: ⁠⁠https://aibox.ai/mcpHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we discuss Midjourney's surprising pivot to hardware with their full-body ultrasound scanner, a game-changer in preventative healthcare. Additionally, we explore Anthropic's federal ban turning into a marketing narrative, the drama surrounding Amazon's film 'Artificial', and the competitive landscape of AI chips involving AWS, NVIDIA, and Intel.Chapters00:00 Introduction00:00 Midjourney's Ultrasound Pivot00:25 Anthropic's Federal Ban00:44 Amazon's Film 'Artificial'00:49 AWS and Tranium Chips11:32 Intel's Stock Surge Show LinksGet the top 80+ AI Models for $8.99 with the AI Box MCP: ⁠⁠https://aibox.ai/mcpHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

In this episode, we discuss Midjourney's surprising pivot to hardware with their full-body ultrasound scanner, a game-changer in preventative healthcare. Additionally, we explore Anthropic's federal ban turning into a marketing narrative, the drama surrounding Amazon's film 'Artificial', and the competitive landscape of AI chips involving AWS, NVIDIA, and Intel.Chapters00:00 Introduction00:00 Midjourney's Ultrasound Pivot00:25 Anthropic's Federal Ban00:44 Amazon's Film 'Artificial'00:49 AWS and Tranium Chips11:32 Intel's Stock Surge Show LinksGet the top 80+ AI Models for $8.99 with the AI Box MCP: ⁠⁠https://aibox.ai/mcpHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Herkese merhaba! Bu hafta yapay zeka dünyası kelimenin tam anlamıyla alev alev... Beyaz Saray'ın nükleer silah alarmına geçer gibi kısıtlamalar getirmesinden girdik , Çin'in Alibaba ve DeepSeek gibi devlerle bu duruma verdiği hızlı cevaplardan çıktık. Claude'un yeni MCP entegrasyonu sayesinde Photoshop ve çeşitli araçlarla bağlantı kurarak grafik tasarımcıları nasıl ihya ettiğini detaylıca anlattık. Bununla da kalmadık; Midjourney'nin sadece görsel üretmekle kalmayıp, ultrasonik ses dalgalarıyla çalışan ve MR çekimini bir "spa" keyfine dönüştüren yepyeni bir tıbbi tarama cihazı projesiyle Tıp dünyasına nasıl bomba gibi düştüğünü inceledik. Elon Musk'ın Grok hamleleri , Avrupa Birliği'nin 2 Ağustos'ta yürürlüğe girecek katı Yapay Zeka Yasası ve Meta'nın içeride yaşadığı büyük motivasyon krizi de masamızdaydı. Ayrıca yerli yapay zeka modelimiz TÜBİTAK Bilge'nin altyapısını ve Türk Telekom'un görme engelliler için geliştirdiği stadyum projesini de değerlendirdik. Peki sizce içeriklerde insan dokunuşu mu olmalı, yoksa yapay zeka da aynı tadı verebilir mi? Gerçekle yapay zeka arası sizin için fark eder mi? Yorumlarda kendi görüşlerinizi paylaşmayı unutmayın! Videoyu beğenmeyi, sevdiklerinizle paylaşmayı ve kanalımıza abone olmayı unutmayın, iyi seyirler! 00:00 - Giriş ve ABD'nin Nükleer Silah Statüsünde Yapay Zeka Kısıtlamaları 00:36 - Çin'in Hızlı Atağı: DeepSeek, Qwen ve Amerika'yı Tokatlamaya Hazır Veri Merkezleri 06:01 - Claude'dan Tasarımcılara Kıyak: MCP ile Photoshop Entegrasyonu 07:33 - Midjourney Tıp Dünyasında: MR Kalitesinde Ultrasonik Tarayıcı Spa Cihazı 12:22 - Grok 1.5 Video Modeli, Elon Musk'ın Destekleri ve Görme İmplantları 14:52 - Microsoft'un AWS'ye Geçişi ve Goldman Sachs'tan 7.6 Trilyon Dolarlık Yatırım Beklentisi 16:30 - Mistral "Le Chat" Yapay Zeka Memleri ve Test Tabloları 17:58 - Avrupa Birliği Yapay Zeka Yasası Geliyor: Şeffaflık Zorunluluğu ve Dev Cezalar 19:48 - Soyma Uygulamalarına ve İstismara Karşı Katı Avrupa Önlemleri 21:46 - Güney Kore'nin Endişeleri ve Yerli Yapay Zeka TÜBİTAK Bilge Tartışmaları 25:27 - Meta'nın Çöküşü: İşten Çıkarmalar ve "Cenaze Evi" Gibi Çalışma Ortamı 26:30 - Türk Telekom'un Görme Engelliler İçin Geliştirdiği Özel Stadyum Projesi 28:50 - Yapay Zekaya Karşı İnsanı Üstün Kılan Şey: Kusurlarımız ve Nüanslar 29:33 - Kapanış ve Yorumlarınızı Bekliyoruz #fable5 #claudemythos #yapayzeka

In this episode, we discuss Midjourney's surprising pivot to hardware with their full-body ultrasound scanner, a game-changer in preventative healthcare. Additionally, we explore Anthropic's federal ban turning into a marketing narrative, the drama surrounding Amazon's film 'Artificial', and the competitive landscape of AI chips involving AWS, NVIDIA, and Intel.Chapters00:00 Introduction00:00 Midjourney's Ultrasound Pivot00:25 Anthropic's Federal Ban00:44 Amazon's Film 'Artificial'00:49 AWS and Tranium Chips11:32 Intel's Stock Surge Show LinksGet the top 80+ AI Models for $8.99 with the AI Box MCP: ⁠⁠https://aibox.ai/mcpHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we discuss Midjourney's surprising pivot to hardware with their full-body ultrasound scanner, a game-changer in preventative healthcare. Additionally, we explore Anthropic's federal ban turning into a marketing narrative, the drama surrounding Amazon's film 'Artificial', and the competitive landscape of AI chips involving AWS, NVIDIA, and Intel.Chapters00:00 Introduction00:00 Midjourney's Ultrasound Pivot00:25 Anthropic's Federal Ban00:44 Amazon's Film 'Artificial'00:49 AWS and Tranium Chips11:32 Intel's Stock Surge Show LinksGet the top 80+ AI Models for $8.99 with the AI Box MCP: ⁠⁠https://aibox.ai/mcpHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

How do you break free from corporate anxiety and build an authentic personal brand on LinkedIn without compromising your senior corporate role?    In this dynamic interview, host Billy Keels sits down with Mike Dowling, a veteran with over 25 years of sales leadership in the enterprise software space who currently leads partner development at AWS. Mike shares the raw truth behind launching "The Daily Grit"—a content streak he maintained for over 368 consecutive days by trading unreliable willpower for bulletproof structural systems and public accountability. Discover how to disarm your primitive lizard brain's fear of perception, utilize radical clarity as the ultimate antidote to professional anxiety, and structure your 168 hours so you can conquer monumental goals both inside and outside the enterprise walls.  

Before he founded Render, Anurag Goel was the fifth engineer at Stripe, where he watched roughly a fifth of the engineering team disappear into managing AWS, writing brittle, repetitive, error-prone infrastructure scripts that had nothing to do with the actual product. That experience became the seed for Render: a platform that automates away the undifferentiated DevOps work and lets application teams ship without standing up their own cloud team. Today, millions of developers build on it, and Render has raised over $260M from Bessemer and General Catalyst. In this episode, Tobi and Anurag get into what's actually changing as AI moves from hype to production. Anurag makes the case that agents are simply a new kind of application, long-running, stateful, tool-heavy, and a new kind of end user you have to design for. He explains why Render deliberately refuses the "AI cloud" label, what he's building with Workflows and sandboxes, and why the hardest part of shipping agents isn't building them but seeing inside them. The conversation also goes wide: how to hire executives when interviews lie, why short-lived keys and blast-radius thinking matter more than container escapes, how distribution is shifting from SEO to getting ChatGPT and Claude to recommend you, and why, despite all the "SaaS is dead" noise, specialization isn't going anywhere. Topics covered: Why ~20% of Stripe's engineers were stuck managing AWS and how that became Render "We're not the AI cloud, we're the application cloud," and why the distinction matters Agents, as a new type of application (and a new end user), you have to build for Render Workflows and sandboxes: the consolidated AI runtime Hiring executives when interviews are an imperfect signal Security as blast-radius management: short-lived keys over "admin forever" The shift from SEO to GEO, getting chatbots to recommend your product Why SaaS isn't dying, and specialization still wins

Life sciences are at a critical inflection point, where scientific innovation, regulatory demands, and patient expectations converge with advances in data and artificial intelligence, positioning IT as a central driver of faster and more effective drug discovery and clinical development.This week, Dave and Rob continue with part 2 off the Life Sciences mini-series with Dr. Alex Zhavoronkov founder and CEO of Insilico Medicine to exploring how drug discovery and clinical development can become faster and more effective, and the role of AI in that process.  TLDR00:40 – Introduction01:00 – Hang out: Kill Bill Vol. 1 & 2 03:07 – Dig in: Life Sciences mini-series, Part 2 06:43 – Conversation with Dr Alex Zhavoronkov 42:12 – The future of AI in drug discovery and a new paradigm for pharma GuestDr. Alex Zhavoronkov: https://www.linkedin.com/in/zhavoronkov/ HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

Rob Moffat (Chief Architect at FINOS) maps out the intersection of workspace interoperability, open-source AI deployment, and multi-cloud security frameworks. He compares MCP (Model Context Protocol) with FDC3, tracks the rollout of the Common Cloud Controls (CCC) live validator tool, and reveals how open-source standards prevent multi-vendor lock-in at the desktop and infrastructure layers.

The Billionaire Brain Behind the $100 Billion AI EngineEpisode Description:What does a $100 billion opportunity look like before the rest of the world sees it?In this episode of The Billionaire Brain, Dawn McGruer is joined by Matt Domo, enterprise AI advisor, global keynote speaker, author of Everybody Wins, and former Founding General Manager of the AWS Database Division.Long before AI became a global phenomenon, Matt was helping build the infrastructure that would transform cloud computing into a $100 billion industry. Having led innovation at AWS, Microsoft and Rackspace, Matt has spent decades identifying transformational opportunities before they become obvious.Together, Dawn and Matt explore the mindset behind innovation at scale, what founders can learn from the evolution of cloud computing, and how AI is creating one of the greatest wealth creation opportunities of our generation.In this episode, you'll discover:• What a $100 billion opportunity looks like before anyone else sees it• The AWS principles behind scaling transformational technologies• Why most founders misunderstand the AI opportunity• How to distinguish between a trend and a market-defining shift• The biggest mistakes leaders make during periods of disruption• What human skills become more valuable as AI advances• How visionary founders make decisions before certainty exists• Where the next generation of wealth creation opportunities may emergeWhether you're an entrepreneur, founder, executive or investor, this conversation will challenge the way you think about opportunity, innovation and the future of business.About Matt DomoMatt Domo is an enterprise AI advisor, global keynote speaker and author of Everybody Wins: The Business Leader's Mission Possible Guide To AI Success.As Founding General Manager of the AWS Database Division, he built the team responsible for launching the first cloud-native database services, helping establish what became a $100 billion category. He later led engineering for SQL Server Enterprise at Microsoft and contributed to the development of one of the world's first open-source cloud platforms at Rackspace.Today, Matt advises organisations around the world on AI strategy, leadership and transformation. His work has supported organisations including the United Nations, Verizon, HP and the U.S. Space Force.Connect with Matt: The AI Readiness Assessment - a short diagnostic that benchmarks where an organization actually stands on AI transformation, not where they think they stand: mattdomo.com/ai-readinessAsk the ME Experience - an AI guide built on the framework that answers specific organizational questions in real time: mattdomo.com/me-experienceThe book, Everybody Wins, is available wherever books are soldhttps://www.linkedin.com/in/mattdomo/ Connect with Dawn McGruer:Website: https://dawnmcgruer.comPodcast: https://podcast.7figureenigmas.comLinkedIn: https://www.linkedin.com/in/dawnmcgruerInstagram: https://www.instagram.com/dawnmcgruerEnjoyed this episode?Subscribe, leave a review and share this episode with a founder, entrepreneur or leader who wants to think bigger, move faster and stay ahead of the curve.Think Better. Feel Richer. Live Happier.This podcast uses the following third-party services for analysis: Podkite - https://podkite.com/privacy

Hoy hablamos de Midjourney entrando en hardware médico con un escáner corporal por ultrasonidos, AWS preparando agentes para seguridad y procesos empresariales, Nvidia y universidades entrenando robots con equipos de agentes, Pew midiendo la normalización de los chatbots en Estados Unidos, y la NASA actualizando su laboratorio cuántico en la ISS.Puedes seguirnos en YouTube en https://youtube.com/olivernabani y puedes unirte al Discord Mashain en https://olivernabani.com/discord

The Wall Street Journal reported that a $13 billion AI startup is betting on cheaper alternatives to OpenAI and Anthropic. Enterprises are shifting from pilots to production and seeking to control inference costs across support, copilots, and content workflows. Open source options such as Meta's Llama and models from Mistral enable targeted deployments with retrieval and fine-tuning to improve cost predictability. Procurement teams weigh SLAs, latency, security certifications, data retention, indemnity, and regional hosting against premium providers. Vendors distribute through AWS, Microsoft Azure, and Google Cloud marketplaces, while access to Nvidia accelerators influences performance and cost. Pricing includes per token and per seat plans, with some platforms routing simple tasks to lower cost models and reserving premium models for complex work. Founders are advised to build evaluation harnesses, track cost per outcome, and negotiate for predictable terms.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

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 »

Send us Fan MailWe react to the biggest stories from Cisco Live, focusing on why Cloud Control and Multi-Cloud Fabric could simplify how teams manage multi-domain infrastructure. We also unpack the Mythos export control shockwave and the growing backlash to AI data centers as efficiency claims collide with real community costs. • Cloud Control as a manager of managers, bringing consoles, telemetry, and logs closer together • Early-stage reality of “unified” platforms, plus the longer-term need for a shared policy engine • AI Canvas and cross-product troubleshooting, pulling signals without console hopping • Multi-Cloud Fabric as network as a service for branches, data centers, and multi-cloud connectivity • Mythos 5 rollout frustrations for security workflows and why guardrails changed user experience • Export controls and the fallout for foreign nationals, partners, and even internal teams • Glasswing, vulnerability discovery, and the open question of how much better Mythos really is • Bug bounty economics, including the reported cost per bug and what that means for incentives • AWS water efficiency claims, plus why water and energy constraints still drive public resistance • AI spend whiplash, cloud-era déjà vu, and why capacity keeps running into physics Purchase Chris and Tim's book on AWS Cloud Networking: https://www.amazon.com/Certified-Advanced-Networking-Certification-certification/dp/1835080839/Check out the Monthly Cloud Networking Newshttps://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/Visit our website and subscribe: https://www.cables2clouds.com/Follow us on BlueSky: https://bsky.app/profile/cables2clouds.comFollow us on YouTube: https://www.youtube.com/@cables2clouds/Follow us on TikTok: https://www.tiktok.com/@cables2cloudsMerch Store: https://store.cables2clouds.com/Join the Discord Study group: https://artofneteng.com/iaatj

Lili Hellriegel is head of enterprise solutions at Cherry Servers, a Lithuania-based bare metal cloud provider that pitches itself as a sovereign, Web3-friendly alternative to the US hyperscalers. Before joining Cherry, Lili was head of infrastructure at staking firm Blockdaemon, where she built out data center partnerships, network architecture and the server specs behind validation workloads — work that left her unusually fluent in what crypto teams actually need from their infrastructure. Why you should listen The pitch for European infrastructure has rarely been louder, and Lili makes the case with the confidence of someone who has lived on both sides of it. Every major hyperscaler — AWS, Google Cloud, Azure, even Oracle — is a US company, and for a growing cohort of Web3 teams that is no longer a neutral fact. Cherry Servers sits under European jurisdiction, runs its own facility in Lithuania, and operates data centers across Sweden, the Netherlands, Germany, Chicago, Singapore and a newly opened site in Tokyo. Some of Cherry's customers come for hard compliance reasons; others, Lili says, come for ideological ones, wanting the chains they help secure to live beyond the reach of any single government. The conversation lands at a moment when data sovereignty and distrust of concentrated American cloud power have moved from fringe concern to boardroom agenda. The sharper argument is about economics, and here Lili thinks the industry is approaching an inflection point. She describes a shift from "cloud-first" to "workload-first" thinking: instead of defaulting to a hyperscaler and accepting whatever T-shirt-sized instance you're sold, teams running archival nodes, validators or other niche workloads are discovering they pay more and perform worse than they would on dedicated hardware tuned to the job. Cherry's answer is granular customization — choose your disks, your storage, your RAM, and pay only for what the workload demands — backed by account managers who architect the build rather than just sell a box, with human support that answers in well under a minute. For staking-heavy customers, the model is almost self-funding: a large share pay in crypto, drawing on staking rewards to cover their infrastructure across some thirty different chains. Her forecast for the next eighteen to twenty-four months is the part worth sitting with. Lili argues the era of free cloud credits is ending — she doubts AWS will keep handing startups six-figure credit grants for signing up to an accelerator — and that founders, newly disciplined about runway, will increasingly treat optimized bare metal as a way to extend it. In the closing hot-take round she plants her flag as a multi-chain "Solana maxi," names Bitcoin as the enduring store of value while backing the smaller chains' upside, and offers a builder's creed: the market ultimately rewards people who make useful things on-chain, not those treating tokens purely as speculation — which, she adds, is also why she thinks people should run nodes with smaller providers. The desert-island sci-fi pick, naturally, is Star Wars. https://www.cherryservers.com/

AWS Morning Brief for the week of June 15th, with Corey Quinn. Links:AWS announces AWS Workload Credentials ProviderAnnouncing the public preview of AWS FinOps AgentIntroducing AI-Powered Cost Investigations For Cost AnomaliesAmazon CloudWatch Logs Insights adds 23 new query commands and functionsIntroducing Target Coverage in Savings Plans Purchase AnalyzerIntroducing the AWS Credits Detail PageAnthropic Claude Fable 5 on AWS: Mythos-class capabilities with built-in safeguards now availableNow available: Amazon EC2 M9g and M9gd instances powered by new AWS Graviton5 processorsTry the new console experience in Amazon Bedrock, optimized for Anthropic- and OpenAI-compatible APIsAWS Nitro Isolation Engine: Formally verifying the hypervisor in the AWS Nitro SystemIt's safe to close your laptop now: Hosting coding agents on Amazon Bedrock AgentCore27 AWS Security Bulletins: A Patch Tuesday That Lasted a Year

Programmable search engine, Google Search Console, website SEO, semantic indexing, first-party data, Facebook groups, Pinterest marketing, Google Ads.

Three massive semiconductor and computing developments are reshaping the future of AI infrastructure — and 7investing's Simon Erickson sits down with Nick Rossalillo of Chip Stock Investor to break them all down. First up: Cerebras Systems (NASDAQ:CBRS), which just went public on May 13th at $185/share (~$40 billion valuation) and is now trading near $46 billion at 90x trailing sales. The company's Wafer Scale Engine, a chip that uses an entire silicon wafer rather than individual diced chip, was designed specifically for AI inference workloads that NVIDIA (NASDAQ:NVDA) GPUs struggle to handle efficiently due to on-chip SRAM limitations. With potential $20 billion in orders from OpenAI and access via AWS, Cerebras is real, but neither Simon nor Nick is buying at this price. Their rule: wait a year before touching a fresh IPO.Next, SpaceX's freshly-raised $75 billion gets put under the microscope, specifically Elon's ambition to build orbital data centers. Nick walks through the SpaceX diagram: 70-meter solar panel wingspan, laser-based networking between compute modules, and the massive engineering challenges around power, heat dissipation, and in-orbit assembly. This isn't imminent, Starlink's next-gen constellation comes first — but if Elon can crack the economics, it would rewrite the rules of data center infrastructure entirely.Finally, Huawei's Tau Scaling announcement: a new architectural approach to chip performance that bypasses the need for extreme ultraviolet lithography (which China can't access due to ASML export controls). Tau temporal scaling focuses on minimizing signal travel time between transistors using logic folding, new materials, and 3D stacking. Huawei claims it could reach 1.5 nanometer equivalent performance by 2031. Simon and Nick are skeptical — 381 chips in six years is not mass production, and TSMC (NYSE:TSM) will be well past that node by then but it's worth watching as China continues building workarounds to Western export restrictions.Whether Moore's Law is dead or simply rerouting, the chipmaking industry is more innovative and more investable than it's been in decades.Join the conversation on the 7investing discord: https://discord.com/invite/PT9ZQqdXXSWant access to all 7investing research? Join at 7investing.com/subscribe Follow Chip Stock Investor  @chipstockinvestor  and https://chipstockinvestor.com/Stocks & Companies Mentioned:Cerebras Systems (NASDAQ:CBRS)NVIDIA (NASDAQ:NVDA)AMD (NASDAQ:AMD)SpaceX (SPCX)Taiwan Semiconductor Manufacturing Company / TSMC (NYSE:TSM)ASE Technology Holding / ASE Group (NYSE:ASX)Vicor Corporation (NASDAQ:VICR)ASML Holding (NASDAQ:ASML)Applied Materials (NASDAQ:AMAT)Lam Research (NASDAQ:LRCX)Intel (NASDAQ:INTC)Amazon / AWS (NASDAQ:AMZN)Alphabet / Google (NASDAQ:GOOGL)AST SpaceMobile (NASDAQ:ASTS)Samsung Electronics (KRX:005930)Huawei — private (Chinese company)OpenAI — privateLuckin Coffee (OTC:LKNCY) — mentioned as cautionary example#Semiconductors #MooresLaw #CerebrasSystems #CBRS #AIChips #NVIDIA #SpaceX #OrbitalDataCenters #HuaweiTech #TauScaling #ChipStocks #AIInvesting #TechStocks #GrowthStocks #StockMarket #InvestingIn2026 #7investing #Simonerickson

Join us as Dave walks through what it actually takes to build custom AI agents from scratch - not theory, but real projects he has shipped for his family, his work, and his community. Dave shares how he used Kiro and Claude to solve real problems: normalizing flood-damaged library inventory data, automating AWS well-architected review collateral, building a room-cleaning task agent for his 12-year-old, planning family menus with Apple Calendar integration, and post-processing live concert recordings. You will learn how agents reason and take action, when to reach for a Kiro power versus a simpler automation, how MCP servers connect agents to real-world tools, and practical strategies for keeping agents accurate without burning through tokens. Timestamps 0:00 Welcome & Introduction 7:57 Dave's Background and How He Got Started with Agents 13:00 The Library Flood Story - First Real-World Agent Use Case 16:00 AWS Well-Architected Review Automation 17:09 What Are Kiro Powers and MCP Servers? 22:13 Kiro Pricing and Bedrock Integration 28:13 Live Demo - Room Cleaning Agent with AWS Rekognition 41:24 Family Meal Planning and Apple Calendar Integration 44:27 Automating Live Concert Recording Post-Processing 52:31 Getting Started - Dave's Recommendations for Beginners How to find Dave: https://www.linkedin.com/in/dave-stauffacher/ Links from the show: https://kiro.dev/

In today's Cloud Wars Minute, I compare Oracle, Microsoft, Google Cloud, and AWS through the lens of backlog growth and future demand. Highlights 00:02 — I talked last week a little bit about Oracle's Q4 results, very strong across the board. I wanted to go into a little more detail today about one number in particular: its RPO, remaining performance obligation. That's contracted business not yet recognized as revenue. 00:18 — Some people refer to it as RPO. It's also known as pipeline or backlog. But with what Oracle reported for Q4, its AI and cloud backlog, pipeline, or RPO is now the largest in the world: $638 billion. It's even bigger than Microsoft's. This reveals a lot about who's got momentum into the future. 01:02 — So, as I said, Oracle's RPO for the quarter ended May 31 was $638 billion, up 363%. A couple of months ago, when Microsoft reported its fiscal Q3 and calendar Q1 numbers for the period ended March 31, it reported RPO of $627 billion, up 99%. So, Oracle beats them slightly on total RPO, but look at the difference in the growth rate: 99% versus 363%. 02:20 — But when we flip the arrow of time from the recent past, which revenue reflects, into the future, that's where we see Oracle is just winning an outlandish share of the business going forward, even more than Microsoft. We're seeing more and more of that pipeline, or RPO, over time convert to revenue for both of these companies. 03:40 — These are multiplier effects, and again, my point here is about who's growing faster and who is moving into leadership positions going forward. Clearly, as Microsoft and AWS led the first chapter of the cloud, here in the AI chapter, the leaders jumping out in front, growing faster, and finding new ways of doing things are Oracle and Google Cloud. 04:12 — Speaking of AWS, how does it fit into this whole RPO tale of the tape? AWS refers to this as backlog, and in its most recent quarter, ended March 31, it said that its backlog was $364 billion, up 49%. For Google Cloud, its backlog is $462 billion, growing at 98%. So clearly, all three companies are outperforming AWS in this backlog/RPO space. Visit Cloud Wars for more.

Patrick Moorhead and Daniel Newman cover Tim Cook's final WWDC as CEO and Apple's Gemini-powered Siri strategy, the $35 billion Apollo and Blackstone deal backing Anthropic's capacity expansion, Intel's packaging wins with Google and NVIDIA, SpaceX's IPO at a $1.77 trillion valuation, Anthropic's Claude Fable 5 and Mythos 5 launch across every major cloud, and earnings reactions from Oracle, Micron, and Adobe. The handpicked topics for this week are: Apple's Siri AI Will Run on Gemini, Closing Out Tim Cook's Final WWDC as CEO: At WWDC, Apple confirmed Siri AI will run on Gemini through a new billion-dollar per year, multi-year deal, while Apple's Foundation Model Cloud Pro runs on NVIDIA GPUs inside Google Cloud. The announcement marks Tim Cook's last WWDC as CEO before John Ternus takes over on September 1. Apple isn't building its own AI cluster or competing on CapEx. They're betting that by owning the consumption layer, backed by access to health data and private messaging through iMessage, Apple will have a moat that compute spending can't replicate. (The Decode) Apollo and Blackstone Close the Largest Private Credit Deal Ever Backing Anthropic's Capacity Expansion: A $35 billion deal, the largest private credit transaction on record, will fund Google TPU capacity tied to Anthropic's compute needs, with Broadcom backstopping senior debt tranches and Google backstopping lease payments. The structure treats compute as a lendable asset class and signals more than 20 gigawatts of demand still being built out through 2028. Circular financing between chipmakers, cloud providers, and AI labs has moved from controversial to standard practice. (The Decode) Intel's Foundry Wins Packaging Work on Google's TPUs, Not a Full Fab Deal: Reports that Intel landed a deal tied to Google and NVIDIA reframe what's actually being handed off. Intel gets the packaging work on over 3 million TPUs, the compute die stays with TSMC, and the I/O die is being negotiated with Samsung at 2nm. INTC rose 12% Monday. The deal represents a low-risk path for Intel to augment, not replace, TSMC, while raising questions about anti-competitive dynamics in the foundry market. (The Decode) SpaceX Becomes an AI Infrastructure Company With a $1.77 Trillion IPO: SpaceX's IPO priced amid oversubscribed demand, with its valuation now reflecting not just Starlink connectivity and launch dominance but a newly material AI business, including AI1 orbital data center tests planned for late 2027 and a $920 million per month Google compute contract running through 2029. A sum-of-the-parts breakdown of the connectivity, launch, and AI segments lands well short of the trading price, with the gap largely explained by confidence in Elon Musk's track record of execution. (The Decode) Anthropic Launches Claude Fable 5 and Mythos 5 Across Every Major Cloud: Anthropic shipped Claude Fable 5 and Mythos 5 with same-day availability across Snowflake, AWS Bedrock, Vertex AI, and Microsoft Foundry, pricing at $10 and $50 per million tokens. The hyperscaler-neutral distribution strategy lands ahead of Anthropic's anticipated IPO. The models represent a real step up in research capability over Opus 4.8, but they come with a significant change. Users no longer have the option to opt out of data sharing with Anthropic, a shift some enterprises, including Microsoft, are already responding to. (The Decode) Is SpaceX a Once-in-a-Generation Entry or the Top of the Market? One side argues SpaceX represents a generational opportunity on par with early Amazon or Netflix, with interplanetary travel and off-world resource extraction as the long-term payoff that justifies looking past current valuation math. The other side argues this is peak euphoria: a company trading at roughly 95 times sales, propped up in part by circular investment from Google into both SpaceX and its AI segment, with a steep drawdown likely before any sustained climb. (The Flip) The Chip and Security Trade Reverses From Broken to Bifurcated: The semiconductor sector posted its biggest single-day gain since 2020, with the SOX up 5% on Monday, June 8, as a prior selloff in names like Broadcom, CrowdStrike, and Palo Alto Networks fully reversed. Intel rose 12%, Marvell 10%, and Corning 7%. The rebound reframes the AI trade narrative from a broad breakdown to a split between winners and laggards within the same sector. (Bulls & Bears) Oracle Posts a Record Quarter, But the Market Focuses on a $50 Billion Funding Plan: Oracle delivered record revenue of $19.2 billion, up 21 %, with EPS of $2.11, beating estimates of $1.89. IaaS grew 93 %, the fastest pace among hyperscalers, and RPO hit $638 billion, up $85 billion quarter over quarter, including $75 billion in AI contracts. FY27 guidance of $90 billion was maintained, and EPS guidance was raised, yet the stock fell 5% after hours amid concerns about Oracle's capital spending plans. Oracle's AI cloud backlog now exceeds those of AWS, Google, and Microsoft, built heavily on commitments from Anthropic and OpenAI. (Bulls & Bears) Micron's Profit Trajectory Puts It in Google's Earnings Tier: Micron is projected to generate nearly as much profit in 2027 as Google, with Q2 revenue of $23.86 billion, up 22 % and beating estimates, and Q3 guidance of $33.5 billion in revenue, $19.15 EPS, and 81 % gross margin. The stock is up 776%, with Wall Street firms, including UBS, raising price targets. The open question is whether memory has broken its historically cyclical pattern given sustained AI demand. (Bulls & Bears) Adobe Beats Across the Board, But the Stock Drops on CEO Departure and Freemium Pivot: Adobe posted record revenue of $6.62 billion, up 13 % and beating consensus of $6.45 billion, with non-GAAP EPS of $5.96, topping estimates of $5.81. AI first ARR tripled year over year to over $500 million, with total ARR reaching $27.1 billion, and FY26 guidance was raised. The stock still fell 5.5 % after hours, driven by the CFO's departure to Marvell and market concern over a strategic shift toward freemium pricing that delays near-term profitability. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Apple WWDC- Apple Caves to Google AND NVIDIA — Siri AI Runs on Gemini ($1B/yr) + Apple Foundation Model Cloud Pro Runs on NVIDIA GPUs in Google Cloud; Tim Cook's Final WWDC as CEO Before John Ternus Succeeds Him Sept 1 https://www.cnbc.com/2026/06/08/apple-wwdc-2026-live-updates.html Google's $35B Infra Deal — Apollo + Blackstone Close the Largest Private Credit Deal Ever; Broadcom Backstops Senior Tranches; Google Backstops Lease Payments https://www.reuters.com/business/apollo-blackstone-back-anthropics-35-billion-capacity-expansion-new-broadcom-tie-2026-06-09/ Intel's Foundry Reportedly Wins Google Packaging (Not Full Fab) — The Information Reframed: 3M+ TPU Packaging by Intel, Compute Die Still TSMC, I/O Die Being Negotiated With Samsung 2nm; INTC +12% Monday; Pat Calls Out TSMC Anti-Competitive Risk https://www.trendforce.com/news/2026/06/09/news-intel-foundry-gains-momentum-as-google-reportedly-orders-3m-tpus-nvidia-evaluates-18a-for-multi-die-gpu-design/ SpaceX Becomes an AI Infrastructure Company — Friday IPO at $1.77T; AI1 Orbital Data Center Tests Late 2027; Google $920M/mo Compute Contract Through 2029 https://finance.yahoo.com/markets/stocks/articles/spacex-poised-history-record-75-100000402.html Anthropic Ships Claude Fable 5 + Mythos 5 — Same-Day Distribution Across Snowflake, AWS Bedrock, Vertex AI, Microsoft Foundry; Hyperscaler-Neutral by Design Ahead of IPO; $10/$50 per M Tokens https://www.anthropic.com/news/claude-fable-5-mythos-5 The Flip FOR: https://www.cnbc.com/2026/06/11/spacex-billionaire-investing.html AGAINST: https://www.nytimes.com/2026/05/20/technology/elon-musk-spacex-ipo.html Bulls & Bears The Chip + Security Tape Recovery — SOX +5% Monday June 8 (Biggest Day Since 2020); AVGO/CRWD/PANW Selloff Reversed; Intel +12%, Marvell +10%, Corning +7%; the AI Trade Pivots From "Broken" to "Bifurcated" https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-06082026-11992852 Oracle (ORCL) Q4 FY26 ACTUALS — Record $19.2B Rev (+21%), EPS $2.11 Beat ($1.89); IaaS +93%; RPO HITS $638B (+$85B QoQ, $75B AI Contracts); FY27 $90B Guide Maintained, EPS Guide Raised; Stock −5% AH on Massive Capex Plan https://www.tradingkey.com/analysis/stocks/us-stocks/261959450-oracle-record-q4-2026-earnings-report-cloud-data-center-stock-tradingkey "$MU Will Generate Almost As Much Profit in 2027 as $GOOGL"; Q2 Rev $23.86B (+22% Beat), Q3 Guide $33.50B / $19.15 EPS / 81% GM; MU Stock +776%; UBS Among Wall Street Raising Targets https://247wallst.com/investing/2026/06/11/wall-street-just-put-a-monster-target-on-micron-is-the-stock-still-too-cheap/ Adobe (ADBE) Q2 FY26 ACTUALS — Record $6.62B Rev (+13%) Beats Consensus $6.45B; Non-GAAP EPS $5.96 Beats $5.81; AI-First ARR Triples YoY to $500M+; Total ARR $27.10B; FY26 Guide RAISED; Stock −5.5% AH Despite Beat-and-Raise https://www.businesswire.com/news/home/20260611677110/en/Adobe-Reports-Record-Q2-Results    

Andrew Mayne and Brian Brushwood dig into one of the most immediately useful applications of AI agents: hunting down waste, friction, and forgotten costs in everyday business operations. Brian explains how connecting ChatGPT to his finances helped him uncover orphaned subscriptions, duplicate services, and even a long-forgotten annual GPS dog collar charge, while Andrew describes using Codex to audit AWS charges, recurring billing in Gmail, Apple Card statements, and an overpriced web host for the podcast. Along the way they make the case that Codex is different from a normal chatbot because it can persist on tasks, work through files and folders, use connected accounts, operate websites without APIs, and function more like a capable intern than a search box. They also talk through the learning curve, privacy concerns, trust-building in stages, using AI to generate business experiments and revenue ideas, and why speed of adaptation matters more than trying to pause technological change. The recurring theme is simple: use AI to find the stupid in your systems, save real money, and free up time for more creative work. Picks: Andrew Mayne: Riley Brown’s YouTube quick-start tutorials on Codex Brian Brushwood: Just Evil Enough by Alistair Croll and Emily Ross

Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ https://youtu.be/j0TuosYDQe4?si=7mzUwBe4PrQ-eB2E In this insightful session from the Ultimate Partner Live event in Bellevue, Washington, Vince Menzione sits down with Stephen Boyle, Corporate Vice President for Enterprise Partners at Microsoft, to pull back the curtain on the tectonic shifts redefining the tech ecosystem. Boyle details Microsoft's massive organizational pivot into enterprise and SME/channel divisions , explaining how artificial intelligence acts as the foundational thread unifying systems integrators, software vendors, and digital natives. Moving past market noise surrounding competing foundational models , he highlights Microsoft's strategy to become the ultimate “platform of platforms” by prioritizing user choice, security, and trust. Emphasizing a shift away from infrastructure technicalities and toward practical business outcomes , Boyle delivers an urgent mandate for partners to scale technical talent, eliminate traditional operational silos, and brace for the incoming consumption-driven, agent-based future of enterprise computing. Key Takeaways Microsoft has restructured its global sales divisions into distinct Enterprise and SME/Channel organizations to better target its massive total addressable markets. Artificial intelligence is fundamentally altering the partner ecosystem by dismantling traditional software and systems integrator silos to build interconnected, multi-party solutions. Rather than forcing alignment to a singular model, Microsoft aims to be the definitive platform of platforms by offering extensive choice across over 1,100 language models. The enterprise landscape is rapidly moving past experimental AI pilot phases and entering production setups completely focused on transforming core business outcomes. Tomorrow's service organizations are aggressively evolving into software-minded operations that deploy repeatable, highly specialized internal autonomous agents. Managing tokens and monitoring usage metrics represents the emerging operational baseline for balancing efficiency against the scaling expenses of large language models. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags AI frontier, platform of platforms, enterprise partners, global systems integrators, digital natives, language models, token consumption, agent sprawl, citizen developers, shadow IT, business outcomes, technical enablement, marketplace growth, hyper-scalers, processing fluency, sovereign AI, industry ecosystems, data governance. Transcript [00:00:00] Stephen Boyle: This is the biggest, most transformative, iterative change in technology we’ve ever seen, where, if you wanna call it a paradigm shift or whatever word comes after paradigm shift. [00:00:12] Vince Menzione: We just came back from Ultimate Partner live in Bellevue, Washington, where we hosted incredible leaders for two amazing days. Come join us for this next session where we explore the tectonic shifts we’ve all been seeing. Uh, I am thrilled to invite our next guest up on stage. I’ve known this gentleman for several years back in my days at Microsoft, and, um, we’ve been friends, actually Microsoft, and then we both went and did different things, came he’s come back to Microsoft in a big way. [00:00:46] Vince Menzione: Uh, Steven Boyle, for those of you don’t know, is recently a named the C. We will talk about it in a second, but I, I need to announce you properly. Is the corporate vice president, which by the way in Microsoft is a big deal for enterprise partners. He and Nicole De and I would say are the two Microsoft leaders in the organization. [00:01:06] Vince Menzione: Nicole is the channel chief. Steven has a, a big remit and we’ll talk about that up on stage. But I’m just so delightful for his support and for making the time in a very busy week at Microsoft ’cause this is CEO summit this week to make some time to come with us and be on stage with me. Please welcome my good friend Steven Boyle. [00:01:29] Vince Menzione: Good to see you, sir. To see. So I’m gonna put you on this side. [00:01:33] Stephen Boyle: Okay. [00:01:35] Vince Menzione: The hot seat. So I’m gonna, I, I didn’t do a justice and I, I wanted you to explain your role. I, I think I know, but I think for the, for the people in the room, uh, talk to us what Enterprise Partners means at Microsoft and what that role remit and remit looks like. [00:01:50] Stephen Boyle: Um, CVPs may or may not be important, but one thing they don’t do is get invites to the CEO summit. So I’m super pleased to be here with you guys. No, no, it’s totally cool. It’s totally cool if that phone rings. No, I’m kidding. Doesn’t. So what does it mean? So I’d like quickly, um. January last year, uh, we split the sales organization into enterprise and small to medium enterprise and channel. [00:02:15] Stephen Boyle: You guys probably familiar with that? Nicole is the, uh, chief partner officer lives in the SMA and C world and drives the channel, um, drives our marketplace business and, and a lot of other things. Um, for that 60 billion, um, you know, total addressable market that we have. Down there in SME and C. Um, at the same time, we established enterprise partner as part of Nick Parker’s overall organization. [00:02:40] Stephen Boyle: Um, but for most of 2025 we ran it as global systems integrators and advisories, ISVs and digital natives. So three separate footprints all focused entirely on, on, on enterprise. Um, in December, January, we talked about establishing an enterprise partner leader that would. You know, aggregate all of this stuff. [00:03:00] Stephen Boyle: Um, I was fortunate to come through, um, some frankly, pretty hairy, uh, experiences, I bet with some of our senior leaders. Um, I, I’ve loved to [00:03:08] Vince Menzione: been in the room for that [00:03:09] Stephen Boyle: questions like, why Steven Boyle and things like that, right? And really have to dig deep to, uh, to justify. Anyway, uh, I’m blessed and honored, uh, to run that entire portfolio of partners, uh, for the entirety of the enterprise partner world, which now from a chief revenue officer perspective, belongs to Deb. [00:03:25] Stephen Boyle: Deb Co. So Deb is the enterprise leader for all of our sales that we do into that space. Awesome. Um, I have three regional leaders, Nina Harding here in the United States, Ehab Ra in in Europe, and Heather Gordon in Asia that mirror and replicate and flow down the things that we decide to do from a strategy perspective for the, uh, for the core. [00:03:45] Vince Menzione: And we love Nina. She’s been, she was at our last event, [00:03:47] Stephen Boyle: super, super lady. And, uh, you know, the US is still 50% of our overall business. [00:03:53] Vince Menzione: Yeah. [00:03:53] Stephen Boyle: Too big to fabric. Every time I talk to Nina, I’m like, Nina, you’re too big to fail. We can’t cover you anywhere else. So you know, you’ve gotta be successful here in the Americas. [00:04:01] Vince Menzione: So I think just for breaking it up, I, ’cause I do want to like, it’ll lead to the next question, right? So you have the global systems integrators, all these systems integrators. Essentially you have all of the software companies we used to call ISVs, we now call SDCs or software development corporations. [00:04:17] Vince Menzione: And then you also have the AI stack, I’ll call it. Right? So under Jason Grafe. Yeah. Many, many might know. Jason’s been a guest on the podcast and was Satya’s chief of staff at one time, eight years. Eight years. Wow. I didn’t realize there was that many. [00:04:31] Stephen Boyle: Carry carried a lot of bags for Satya over the years. [00:04:34] Vince Menzione: Unbelievable. Well, let’s, I mean, so AI is an important component, right? And you saw Jay’s, Jay talking, just talking about AI and all these things. I would love to start here, right? Because, uh, you’re, you’re, I wanna get your perspective as Microsoft, your perspective as Microsoft on the biggest shifts you’re seeing in defining this we’ll call AI Frontier. [00:04:54] Vince Menzione: We’re seeing right now, how should partners translate that into how they position and go to market externally? How, how do we need to think about this time? [00:05:02] Stephen Boyle: Yeah, that is, uh, that is a huge question and I’m not sure we’ve got enough time to go into the, into all of the detail. Um, so let me sort of up level it a little bit for you. [00:05:10] Stephen Boyle: And I think, look, the move that we meet at made a couple of months ago and pulling together those three aspects. Nicole had already done it in SME and C. Right. One partner organization across the world with a very common set of goals. We were working closely together, Sandy Gupta, on ISV, Jason on ai, and myself on on si. [00:05:29] Stephen Boyle: But we were still working closely together across silos. So the opportunity for me, 60 days into this role is AI just allows you to wire the partner ecosystem together differently. Right? And even if you look at how we’re going to market an AI today, um. You know, with, with, with chat GPT, with Claude, with Anthropic, um, I think there’s something like 1100 different, you know, language models on Microsoft today. [00:05:55] Stephen Boyle: So the way I think about AI is we are absolutely gonna be the ultimate platform of platforms. Yeah, choice is incredibly important. Um. It’s, it’s, you know, turn the clock back 12 months, everybody was chat gpt five point x, you know, and then six months ago it was Gemini and now it seems to be clawed. And honestly I don’t know what it’s gonna be next quarter. [00:06:15] Stephen Boyle: So the only thing I can do is offer you choice. [00:06:18] Vince Menzione: Yeah. [00:06:18] Stephen Boyle: And from a partner perspective, I think that minimizes or reduces the risk that you have betting on the Microsoft platform because you can go in a multitude of different directions. I know we’re not in Europe, but if you were in Europe and you were worried about G-G-D-P-R and Jay mentioned sovereignty, you’d probably be like lining up really closely to Misra. [00:06:37] Stephen Boyle: Yeah. And a bunch of other Europe, European partners. So wherever you are in the globe, I wanna be that platform choice. Um, and we will lead with our own first party solutions. I hope they’re not coming for me. Um. I parked safely in the hotel. It can’t be me. Um, but you weren’t vibe coding in the room. Um, but you know, wherever you are in the world, in whichever industry you are in, um, it is our intent to, to offer that platform of platforms and to give the broadest set of partners the opportunity to engage with us. [00:07:07] Vince Menzione: I think that’s really important because I, I have found, especially in the last month or two, people are, it’s almost like a knee jerk. Don’t you feel like people don’t know what to do? There’s been so much noise in the press and the media and, and the markets around open AI and anthropic especially. Where do I go? [00:07:26] Vince Menzione: Seems to be like when I, when I sit, I watch everybody in the room here. I think they’re, they’ve all been thinking that as well. So you can, [00:07:31] Stephen Boyle: there’s a, a little bit of a deer in the headlights moment. Yes. And even I like, I get that. Yeah. Um, you know, I saw, uh, Jay slides. Jay, love the presentation. Love the slides, man. [00:07:40] Stephen Boyle: I’m gonna steal several of them. Um, we’ll talk about that later. We, we [00:07:43] Vince Menzione: have the deck, [00:07:45] Stephen Boyle: but, but in all seriousness, you know, this, this is like. It’s a new paradigm. I will date myself a little bit. Some of you might heard me say this. I sold many computers in the 1980s. Mini computers. Some of you in the room are going, what’s a mini computer? [00:07:59] Stephen Boyle: Um, I sold client server for Sun Microsystems in the nineties. I sold an awful lot of Oracle databases in the Auts, I think they’re called, and I’ve done two stints with Microsoft. This is the biggest, most transformative. Iterative change in technology we’ve ever seen. What, if you wanna call it a paradigm shift or whatever word comes after paradigm shift. [00:08:18] Stephen Boyle: Um, and we are building intelligent systems at scale faster than we’ve ever seen. Scalable, mission critical solutions being implemented today inside of Microsoft and with our most important customers. So, and we can’t do it without partners, right? There is absolutely nothing we can do in this industry. I will, I will put the, you know, the elephant in the room out there. [00:08:40] Stephen Boyle: Our ISD organization has between five and 7,000 people. Our forward deployed engineering organization is about a thousand people. [00:08:47] Vince Menzione: Yeah. [00:08:48] Stephen Boyle: So when you look at the scale of the total addressable market that Jay just talked about. We are gonna service directly like this much [00:08:55] Vince Menzione: used to be 5%. Was it even, is it even that high? [00:08:58] Stephen Boyle: I doubt it’s, I doubt it’s even that. And the billions of dollars that we spend every year helping our customers transform to what we’re now calling frontier firms is gonna be, have to be driven with every single person in this room in some way, shape, or form. Judson is not asking Marla to significantly increase ISD. [00:09:15] Stephen Boyle: Not asking John to significantly increase FDE, although we probably will hire in that area just because of the, the newness and the, you know, bright shiny object that everybody’s like, oh, FDE, I’ve gotta have those. We’ve got a thousand already today that have been around in John’s organization for 10 plus years doing the things that we are doing today. [00:09:32] Stephen Boyle: But we are gonna build out that muscle. But the real way we’re gonna build out that muscle is with all of you in this room. That’s like categorical. That is my like, probably number one goal for the next one to three years is make sure that, that story that Jay just told about Microsoft not being involved in AstraZeneca. [00:09:48] Stephen Boyle: I probably won’t tell Judson that Jay, but I love the story. Um, like if you could all do that for me, like win, um, that is so, you know, from our worldwide learning, through our skilling enablement through our cloud solution architects that I personally own. We are pivoting aggressively towards making sure that the partners understand our platforms better than any other job, number one for me right now, if you don’t understand what I’m selling, like I’m kind of dead in the water obviously. [00:10:15] Stephen Boyle: Well, [00:10:15] Vince Menzione: I was gonna ask you why now? Why Microsoft? Why now? Right? Because there is a lot of noise. You know, Google just announced, you all announced your results on the same day, which was astounding. That was freaky, wasn’t it? It was. It was the first time. And the, the total commitment, customer commitment is over a trillion dollars now, I think 1.2 trillion is what I counted up. [00:10:33] Stephen Boyle: Yeah. [00:10:34] Vince Menzione: But it’s saying a lot about like, what do I do now, like as these partners in the room. Um, how, I think you kind of already, and you’ve talked about this, about differentiating where Microsoft is, I think J Slide does a lot of justice there. It says how, uh, Microsoft Partners came into the room, surrounded the customer. [00:10:52] Vince Menzione: It feels like Microsoft has always leaned in big time on partners. Uh, more so I would say than any other organization out there. What would [00:10:59] Stephen Boyle: you say Joe Roses, my chief of staff, business manager and so many other things was telling me last night that, you know, we used to say 500,000 partners. [00:11:05] Vince Menzione: Yeah, [00:11:06] Stephen Boyle: it’s a, it’s a significantly higher number than that as well. [00:11:09] Stephen Boyle: So there’s an element of, you know, back to the deer in the headlights, which partners are, are more important. One of my other phrases that I say on a regular basis, the winners and losers are yet to be decided in this next wave. Like, I want all of us to on the right side of that argument. Right? But, but it’s gonna be a challenge and, and companies are going through shifts. [00:11:28] Stephen Boyle: You know, Accenture, maybe, possibly doesn’t need 750,000 employees in the not too distant future. Maybe TCS at 600,000 doesn’t need 600,000 human employees. So we’re going through this dramatic shift of, you know, what’s the right balance going forward. What I would say about Microsoft is notwithstanding the fact that we’ve figured this out for 51 years, which is a little bit mind blowing, um, that you know, all the way back in the seventies we’ve gone through so many iterative changes. [00:11:56] Stephen Boyle: People have questioned just like they’ve questions. A lot of other technology companies, are you gonna be around for the long haul? I think we’ve proven time and time again, and I love Jay’s story. I’ve used that myself about how many companies disappear on a, on a decade to decade, you know, business. 10 years ago I had the opportunity to listen to Craig Clayton Christensen, who’s sadly no longer with us. [00:12:15] Stephen Boyle: Yeah. But you know, the books that he wrote and the story that he told to Microsoft 2014, we were nowhere in cloud. [00:12:21] Vince Menzione: Yeah. [00:12:22] Stephen Boyle: AWS was so far ahead of us, it was crazy. And he came in and he’s like. You know what? You guys need to be successful. You need to figure out how to cross this chasm again, and we’ve done it time and time again. [00:12:32] Stephen Boyle: You can go back. You know, Microsoft used to be known as a fast follower in ai. I don’t think we’re a fast follower. I think we’re right up there. We’re right at the front, but that race is still being run and the winners are losers are yet to be decided. [00:12:44] Vince Menzione: I was in that room with Clayton Christensen with you, by the way. [00:12:46] Vince Menzione: I remember, I remember that. That was at a Prism conference. [00:12:49] Stephen Boyle: Yeah. Yeah. [00:12:50] Vince Menzione: You men, you touched on this with the GSIs a little bit. How do you see the roles evolving? You know, we, we, we bucketed all, we’ve always been. Fantastic about bucketing ISVs or SDCs and sis and digital natives. Yeah. How does it, how does that all come together? [00:13:06] Vince Menzione: Does it come together any differently in this new AI platform era, or is it the same? [00:13:11] Stephen Boyle: I look, I, I’ve said this for a long time, like if you go into AstraZeneca, the six plus, you know, frontline partners, there’s probably a whole board of second, third tier that, that we don’t know about doing, you know, things across the AstraZeneca group. [00:13:25] Stephen Boyle: It takes several villages and sometimes a small town, especially in my world, in the enterprise world, strategic five hundreds. Yeah. Um, you know, we, we ran some reports a few years ago and it is shocking how many global systems integrators have a footprint in Shell or Exxon or, you know, bank of America or whatever else. [00:13:44] Stephen Boyle: So I’ve always believed that partner to partner is critical. Yeah. I think it became even more critical in the, in the AI world, and I’ll take my new friends at Anthropic. So I went to the first Anthropic partner Summit. Some of you might have been down there in, in San Diego, um, just a couple of months ago. [00:13:59] Stephen Boyle: Same partners, same people from the same partners. In the room, you know, talking about what they’re gonna do together with Anthropic. Um, and I’m looking out across this audience going, okay, well I know him and I know her and I know those guys, and like, I need to figure out how I’m gonna weave this together. [00:14:14] Stephen Boyle: So it’s not just an Accenture and Anthropic or an NTT data and anthropic, but it’s an NTT data plus anthropic plus Microsoft. Story going forward. And then who’s best at delivering those services capabilities? So it’s it at every juncture that I see in the, in the partner community, and this is the, the reason why I argued vehemently with Nick, that it has to be one organization I’m gonna create maybe given a little bit away. [00:14:40] Stephen Boyle: So if you’re recording, stop now. Um, I’m gonna create an enablement organization that is partner agnostic. I don’t necessarily care. I do care about the digital natives, but I don’t care about how I train them. Right. What I’m more important of is how do I train the digital natives in what the sis are doing, and how do I train the sis and what the ISVs Plus digital Natives are doing. [00:15:01] Vince Menzione: Yeah. [00:15:01] Stephen Boyle: That is my, that’s my game plan. If I fail there, then I think we fail to raise the bar and be differentiated in an AI world, and I’m not set up like that today. [00:15:12] Vince Menzione: I wanna, I wanna ask you, uh, uh, because I was looking at Jay’s slide and the, the managed piece is. And we have a lot of managed service providers in this room today. [00:15:20] Vince Menzione: A lot of them, by the way, come from the old school of managed services. The managed piece seems to be like, if I’m doing something today with ai, we’re gonna talk about security next, uh, up on stage here. It seems like there’s a new set of skills or a different approach to the customer, don’t you? Don’t you agree? [00:15:37] Stephen Boyle: I I [00:15:37] Vince Menzione: think you need to keep your hands on the steering wheel at all [00:15:39] Stephen Boyle: times. I think what it boils down to is you can’t do AI unless you do certain other things. [00:15:44] Vince Menzione: Yeah. [00:15:44] Stephen Boyle: Right. You could be a modern work specialist and you could make a lot of money being a modern work specialist, or you could be a, a dynamic specialist. [00:15:52] Stephen Boyle: We just held our, uh, inner A in a circle conference last last week, which I was disappointed to miss for the first time in a few years. Those, those days are, are, are fast becoming over. [00:16:03] Vince Menzione: Yeah. [00:16:04] Stephen Boyle: Um, why? Because everything that I’ve just said is tied together by ai. Yes. And in order to do good ai, you need good data. [00:16:12] Stephen Boyle: And in order to trust everything that you’re getting, as Judson talks about trust and intelligence, you need to wrap that in a really secure [00:16:19] Vince Menzione: Yes. [00:16:19] Stephen Boyle: You know, en en environment. Now we will do our best to provide levels of security into how we deliver ai. But that’s not the end of the game, right? You have to take it all, all the way to the edge. [00:16:30] Stephen Boyle: So that’s why a siloed partner or a singular commercial solution area partner in Microsoft’s terms, has got to transform its business. ’cause if you’re gonna do ai, you’ve gotta do those other things as well. [00:16:41] Vince Menzione: Agreed. I must see the model changing, and in fact, I see like bigger organizations becoming managed service providers in many respects. [00:16:48] Stephen Boyle: Yeah. Yeah. I mean, look, there’s still, there’s still a role for all the old terminology you mentioned is SV to sdc. Yeah. I’m like, I’m been around long enough. Look, it’s ANB still anv, it’s still an isv. Thank you. Independent software vendor. Um, and it’s, you know, where, where AI is allowing software to be, you know, frankly developed in a number of different places. [00:17:07] Stephen Boyle: We are all citizen developers. Um, you know, I was on a call with our internal leadership yesterday, um, and you guys might have heard this story ’cause I think it came out at Ignite. When we turn the agent 365, around and on ourselves. We found 130,000 agents running across Microsoft that had been developed and deployed internally with, I mean, you could call it shadow it. [00:17:28] Stephen Boyle: I guess that would be one phrase that you would use for it, but the reality is if you, if you haven’t got something to do your job today, you have the tools. To build it really, really fast. Um, and that, you know, that’s, that’s a great opportunity for people to be able to do their work, you know, in a better and in a different way. [00:17:45] Stephen Boyle: But it’s also a huge opportunity to make sure that data governance and security and all the other things that we need to deliver are there out of, out of the gate and out of the platform that we deliver. So security’s absolutely critical. Not saying that managed services won’t grow, um, at, at some level as well, but only if they transform into this multifaceted way. [00:18:04] Stephen Boyle: Yeah. Thinking [00:18:05] Vince Menzione: about, well, that’s what I was, I was gonna lead to here with innovating. It’s happening across, I mean, we’re talking about chips, we’re talking about foundational models, LLMs, we’re talking about applications, we’re talking about agents. How should we think about where to play and how to differentiate as partners in this room? [00:18:22] Stephen Boyle: I think. [00:18:25] Stephen Boyle: So look, I mean, one, one of the ways that Judson talks about it is I think silicon’s gonna change over time. Yes. NVIDIA’s definitely the 800 pound gorilla, maybe the 8,000 pound gorilla. Yeah. Uh, but you know, if you read the press, there’s, there’s things happening in, in different places as first party silicon, which we clearly are, are developing, um, in a quantum direction for sure. [00:18:45] Stephen Boyle: Um, there’s lots of different language models that haven’t even been launched on, on, on the marketplace yet, so. You know, Judson’s trying to uplevel our conversations. You’ll hear us talking about conversations more and more as we go into FY 27, um, that obviate all of those layers. Just like even when I was selling Sun Microsystems, it was about the business outcome and the business solution that we were solving for not necessarily the fastest piece of hardware or the best client service solution on, on the market. [00:19:17] Stephen Boyle: So I think what’s gonna happen over the next 12 to 24 months is we’ll have so many different models to choose from. We’ll have more silicon to choose from, but those won’t be the real buying decisions. The real buying decisions of what? How am I trying to transform my finance organization, my HR organization, and my supply chain? [00:19:36] Stephen Boyle: Because the underlying technology, Judson says commodity I, I guess I can go with that. It will be commoditized and we’ll really start to focus back on what the important things are. We’re moving a lot from pilot to production. You guys have probably seen that. The numbers that Jay just showed about how many. [00:19:52] Stephen Boyle: Projects are failing, is getting less and less because we’re getting smarter and smarter about what it takes to actually drive the business outcome. And I need all of us to be talking that same language. Yeah. Having conversations with head of HR about how we’re gonna transform human capital management in the, in the age of agents, if you like, like the underlying platform. [00:20:14] Stephen Boyle: It’s not, don’t worry about it. You wanna be on a secure platform. Don’t get me wrong. But at the same time, I don’t think we, we spent too much time worrying about that. [00:20:21] Vince Menzione: Yeah. We’re not, what you’re saying is we’re not spending enough time on outcomes. On the business outcomes. Right. And that’s where we need to focus. [00:20:27] Vince Menzione: We’re, we’re focusing on, I, I feel like we’re, it’s a signal to, to noise ratio that we’re living through right now. There’s too much noise. [00:20:33] Stephen Boyle: Yeah. [00:20:34] Vince Menzione: And we’re not focusing on the signal. I think that’s what you’re saying. [00:20:36] Stephen Boyle: I, it’s got to be, I mean, to be honest with you, it’s always been, you know, even when I sold what I would perceive, you know, sun in the nineties was a rockman ship to the stars and, you know, kind of sad what happened to that company. [00:20:47] Stephen Boyle: Um, but we, we were, we were fixated on, we had the best client server. But, but nobody was buying, you know, a piece of Sun hardware as a room heater, which is all it did, you know, like for the longest. But if you had SAP, if you had Cybase, if you had Bond, remember Bond, I mean all of those applications that drove the business outcomes, we’ve gotta get back to that kind of mentality. [00:21:09] Stephen Boyle: Yes. And worrying a little bit less about the underlying architecture. Yeah. It needs to be, it needs to be part of the conversation. ’cause it needs to deliver trust and security and intelligence and everything else. Then you need to rapidly move to what are you trying to achieve and how can we ensure the, the, the success of, of your business outcome. [00:21:27] Stephen Boyle: And look, I mean, Palantir pri you know, sort of came out and said, well, the way we do that is through forward deployed engineering. Um, and they stole the show. And, and, you know, they’re, they’re doing very well as a result of doing that. Uh, but if you go and talk to, um, Tom Siebel’s organization at C3 ai. [00:21:43] Stephen Boyle: They’ve had FDS for quite a while. You know, I told you about John Chuchu 10 years ago. John Chu, Chuck’s job was to go and get all the applications that we needed on the Microsoft phone. Remember that? [00:21:54] Vince Menzione: Yes. Um, [00:21:55] Stephen Boyle: you know, so we’ve pivoted John o over the years to doing what he’s doing now, which is to go sometimes in partnership with, with partners into the customer and say, what is it you’re trying to achieve? [00:22:05] Stephen Boyle: Let me show you how I can build that for you in three weeks or three months. That might have taken you three years. We literally just did a hackathon with one partner last, last, last week with, uh, with our ISE organization, the, the, the forward deployed, uh, group that John runs. Um, and one of the big customers said, I’ve just done in three days what would’ve taken me three months. [00:22:26] Stephen Boyle: Now he hasn’t productized it and rolled it out and blah, blah, blah. But the reality is that is how fast things are changing. And this was not a small company. This was a very, very large oil company, and they were like blown away by how much we can achieve. We’ve gotta do that at scale. [00:22:41] Vince Menzione: Yeah. [00:22:42] Stephen Boyle: You know, we, we have a commitment to scale our FDE community through partnerships to touch all of the S 500 in a very personalized way. [00:22:51] Stephen Boyle: And then, you know, at a slightly, you know, lower ratios down through the, through the majors and into, into Nicole’s SME and C world as well. [00:22:59] Vince Menzione: Jay talks about the decade of the ecosystem. He coined that term back, back on a podcast way back in nine, in, uh, in 2020. Microsoft has been at the, for, we used to call partner to partner back, back in the day. [00:23:10] Vince Menzione: Mm-hmm. Do you remember those days? How do you think about this ecosystem evolving and what steps are you taking to help bring these organizations together? Because I, I, again, we look at the seven seats or 6.3 seats at the table. The customer has the power now that they didn’t have before. ’cause they have the commitment with like with Microsoft and they can buy off of the marketplace and pull together multiple organizations to go, go do that. [00:23:34] Vince Menzione: How do you think about helping to orchestrate that as the leader of the enterprise partner business? [00:23:39] Stephen Boyle: So I’ll start with a really big example, and I’ll try and sort of scale it down a little bit. But my friends at Accenture, with the Accenture, Microsoft Business Group, we spend an awful lot of time, you know, in, in each other’s pockets, in each other’s deals. [00:23:51] Stephen Boyle: We know everything that’s going on in the Accenture, Microsoft Business Group. And a couple of weeks, or maybe a month or so ago, I was told that the Microsoft Business Group is now larger than the SAP Business group. It probably flip flops. [00:24:03] Vince Menzione: Yeah, [00:24:04] Stephen Boyle: it won’t be too long before the Anthropic Business Group is bigger than both of those. [00:24:08] Stephen Boyle: So what I need my Microsoft team to do is to not spend all of their lives in the. A MBG, the Azure, the Accenture, Microsoft Business group, but to go make friends in the Anthropic Accenture Business group and frankly still to make friends in the SAP business group and maybe in the Oracle Business Group and the list goes on. [00:24:27] Stephen Boyle: So at a macro 11, in the very largest accounts where we haven multiple practices, where we haven’t spent time before, I’m gonna. Push my people into uncomfortable zones and I’m gonna push them to go into those other areas and I’m gonna load them up with technical talent and cloud solution architects and ai, you know, forward deployed engineers. [00:24:45] Stephen Boyle: And I’m gonna force different people to talk together that haven’t talked together. So I can do that in TCS. I can do that, Capgemini, I can do that. Um, you know, in Europe with Capgemini and Misra is a classic example. Um, with the, with the Indian sis, Indian based sis, they’re all big enough where I know all the practices exist. [00:25:04] Stephen Boyle: I just need to do a better job of, of talking to them. Now, when you downsize that into, you know, into a, a company that doesn’t have all of that scale, this the same truth still holds. I need to talk to people who aren’t necessarily motivated every single day to do something with Microsoft. I need to talk to people who are motivated to do something with an AI partner or even a traditional SaaS partner. [00:25:27] Stephen Boyle: I noticed yesterday, actually no, this morning I got a notification that we just passed, um, a billion dollars in revenue on the marketplace with ServiceNow. [00:25:35] Vince Menzione: Nice. [00:25:36] Stephen Boyle: Um, and I think AWS announced the same thing, by the way this month as well. Um, so thank you to the ServiceNow people. Yeah. Um, you know, that is that there’s a tremendous demonstration of how far we’ve come in marketplace. [00:25:48] Stephen Boyle: ’cause that’s another one where we trailed AWS quite significantly. But with the right partnerships. And driving the right motions, we can, you know, we can definitely catch up and we will continue to pass, uh, some of, some of the other hyperscalers in, in, in that way. So really the bottom line to your question is partner to partner is still real. [00:26:08] Vince Menzione: Yeah, [00:26:08] Stephen Boyle: how we do it and what we use to tie things together. And I know that compensation drives behavior and we’re not gonna get into a compensation about like how we get compensated and everything else, but the reality is I’ve gotta break down those barriers and those silos and I’ve gotta deliver real meaningful enablement and practice development so that, so that the people who sit in the Anthropic business group and the people who sit in the Microsoft Business Group are spending as much time together as they are with me. [00:26:34] Stephen Boyle: That makes sense. Simply put, that’s what I, I need to achieve at scale rapidly. [00:26:40] Vince Menzione: So to, we’re getting close to time here, but as you look forward, what would define the most successful partnerships in this ecosystem? Is it, is it what you described, the opening up the aperture or for the, for the leaders in the room here today, what should they go do better and differently? [00:26:58] Stephen Boyle: Um, so obviously we’re closing out this fiscal, we’ve got Microsoft start and Microsoft start for partners coming up in July. Um, I mentioned the fact that we’re, we’re driving. Cu customer engagement through the lens of conversations and how do we achieve business outcomes? I would encourage you to, to gravitate, if you like, above the commercial solution areas where you might have understood, this is how I interact with Microsoft today. [00:27:23] Stephen Boyle: Um, and abstract it up to that AI layer. You know, think about trust, think about intelligence, think about business outcomes, and how do I potentially weave together a story? If I’m in the dynamic space, how do I get better in data? If I’m in the data space, how do I get better in. In that modern work environment, but really use AI as the overlay to, to help tie that together. [00:27:44] Stephen Boyle: That’s one thing. The second thing is if we’re not training you in the right direction, it’s stevenBoyle@microsoft.com. Let me know. Awesome. Um, we’ve got programmatic stuff, um, you know, and we’ve got high touch stuff as well. So I think this is, this is another time where Microsoft is gonna over pivot on all of the training and enablement that we need to do to make sure that you’re, you know, you’re grounded in our platform. [00:28:07] Stephen Boyle: Um, I think there’s a huge opportunity with this agenda future to become more of a software partner. You know, even the deepest services organizations are going to need agents, and the more successful ones will be the ones that can turn on those agents in a repeatable way. So. Our agents, the new SaaS. I’m not exactly saying that, but I think that the agen future is one where even the more services oriented companies will, will have teams of agents that they’re deploying. [00:28:35] Stephen Boyle: In fact, I had a very, very large systems integrator, um, in, in the EBC just about a month ago, three weeks ago. Um, and I was sat next to their head of consulting and he showed me what he called his God dashboard. Uh, and right in the middle of his God dashboard there are like 450 accounts. All of whom I recognized, ’cause they were all in the enterprise, right in the middle of his dashboard was, how many tokens am I spending? [00:29:00] Vince Menzione: Yeah. [00:29:01] Stephen Boyle: Like, not like what’s my daily runway? You know, not am I making a profit on that account or anything else like that is like, how many tokens have I consumed? Yeah. Because there is an awful lot of, that is the new juice, if you like. That’s, that’s driving the success. You can have the smartest people on the planet, but you’ve got to still arm them with all the best tools that are available out there. [00:29:22] Stephen Boyle: So it’s fascinating to listen to him, how he had gone through that thing of, you know, agent sprawl, how many are really working, how many are not working? How can we prove that? You can prove it through, you know, managing your tokens. There’s a new version of. Finops for tokens, for want of a better phrase, that’s gonna be critical for us all to understand. [00:29:40] Stephen Boyle: ’cause they’re not cheap, they’re not free, that’s for sure. And, and they might not be cheap if you’re not, if you’re not managing them and using them effectively. Yeah. So that’s the other thing that I would really get on top of. And, you know, we’re gonna make some announcements in the not too distant future about the consumption driven future. [00:29:56] Stephen Boyle: Um, that, that we will, that we will deliver with our first party and third party platforms going forward. So that’s another. Another critical thing [00:30:03] Vince Menzione: sounds like some exciting announcements. Pretty soon. [00:30:06] Stephen Boyle: Yeah, could look close. Quarter four, help me close. Quarter four. Yes. That’s priority number one, two, and three right now. [00:30:12] Stephen Boyle: Uh, but get ready for some, you know, for some new announcements in July. Um, look, the future is incredibly bright with Microsoft. It’s incredibly bright in the industry as a whole, right? I mean, let, let’s be honest, the, the growth targets that we will have for ne next year are astronomical, and we will not make them without the partner community that we have, without training and enabling the partner community that we need for tomorrow. [00:30:34] Stephen Boyle: So like, stay close, you know, stay engaged. Talk to your partner development managers, talk to the talk to field reps, talk to the accounts that that, that you are in, and stay as close as you possibly can to our emerging strategy. And, um, you know, look, I, I think if I had fivefold or tenfold the people I have today, I still wouldn’t be able to touch everybody that I would like to touch in the partner community. [00:30:58] Stephen Boyle: So I’ll apologize in advance. Um, but we’re gonna have some, you know, some really cool ways of learning. Um, and we’re gonna make sure that they’re available to the widest possible audience. [00:31:07] Vince Menzione: Well, we bring the practitioners and the experts in the room to help with that as well. Right? Yeah. Because you can’t always have a partner development manager tied to everybody in the room. [00:31:14] Stephen Boyle: I, I would do hackathons on AI every week with every partner and every part of the world, but I can’t. [00:31:19] Vince Menzione: Yeah, exactly. Well, so good to have you today. Thank you. So good to see you again. I don’t know what your schedule is like. I, we didn’t, we don’t have enough time for questions. [00:31:28] Stephen Boyle: That’s cool. [00:31:28] Vince Menzione: From the audience. [00:31:29] Stephen Boyle: I’m gonna stay around for a little [00:31:30] Vince Menzione: while this [00:31:30] Stephen Boyle: morning and I’m coming back [00:31:31] Vince Menzione: for cocktails. Alright, terrific. So. Stephen Boyle will be here for cocktail hour. Thank you. Four 30 and uh, I wanna thank you, sir. So good to have you. Thank you. Good to see you. Absolutely. [00:31:42] Stephen Boyle: So much. Absolutely. Hey, thanks everybody. [00:31:43] Stephen Boyle: Thanks for what you do today, and hopefully thank you for what you do tomorrow as well. [00:31:46] Vince Menzione: Thank you. An incredible leader. [00:31:49] Stephen Boyle: Don’t forget, ultimate [00:31:51] Vince Menzione: partner Alive is coming soon, June 18th at our executive breakfast in New York. I hope to see you there.Description The Future of Tech is Here. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ I

Andrew Mayne and Brian Brushwood dig into one of the most immediately useful applications of AI agents: hunting down waste, friction, and forgotten costs in everyday business operations. Brian explains how connecting ChatGPT to his finances helped him uncover orphaned subscriptions, duplicate services, and even a long-forgotten annual GPS dog collar charge, while Andrew describes using Codex to audit AWS charges, recurring billing in Gmail, Apple Card statements, and an overpriced web host for the podcast. Along the way they make the case that Codex is different from a normal chatbot because it can persist on tasks, work through files and folders, use connected accounts, operate websites without APIs, and function more like a capable intern than a search box. They also talk through the learning curve, privacy concerns, trust-building in stages, using AI to generate business experiments and revenue ideas, and why speed of adaptation matters more than trying to pause technological change. The recurring theme is simple: use AI to find the stupid in your systems, save real money, and free up time for more creative work. Picks: Andrew Mayne: Riley Brown’s YouTube quick-start tutorials on Codex Brian Brushwood: Just Evil Enough by Alistair Croll and Emily Ross

OpenChoreo is an opinionated, “batteries included”, AI-native Kubernetes platform stack for Platform Engineers that combines GitOps, Observability, AI Agents, and Workflows into a custom K8s distribution “super pack” that is managed via Backstage, CLI, API, or MCP. Now a CNCF project.Check out the video podcast version here: 

BONUS: Why Your Organization Is Still a Factory — And What an Octopus Can Teach You About Transformation Phil Le-Brun and Dr. Jana Werner both work inside Amazon, advising Fortune 500 leaders on transformation. But before Amazon, they spent decades in the trenches — Phil as International CIO of McDonald's, Jana leading change in banking and logistics. Together they wrote The Octopus Organization (HBR Press) to explain why most companies are still running on a hundred-year-old factory model, and what the alternative looks like. "We Want to Help You Make Your Own New Interesting Mistakes" "We keep saying, as Phil likes to say, can we help you make your own new interesting mistakes and avoid the mistakes that we see again and again."   Jana and Phil are both practitioners who have led large-scale changes — and made mistakes they're now happy to share. Jana describes working with incredible, smart, thoughtful people inside large organizations who weren't trusted, weren't allowed to do the work they could do, and couldn't be their best selves. She managed to turn teams considered underperforming into rock stars simply by listening and giving them space. Phil saw the same pattern at McDonald's — incredible people who knew the answers but weren't allowed to act on them. A disastrous standardization push from 2002 to 2004 taught him that top-down efficiency mandates don't work. The CEO left, and Phil got the opportunity to tap into people lower in the organization, define a common mission, and start building from there. The Factory Model Nobody Questions "There was no upside for her people taking ownership because you could have career-limiting effects if you made a mistake, if you were seen to be making a mistake or overstepping."   Jana shared two sides of the same problem. A CEO of a large investment company told her he has to sign off on every small decision — and his people assume he wants to. Neither side wants this, but nobody questions the processes in place. On the other side, a COO told Jana "my people don't want ownership." After half an hour of coaching, the COO realized there was no upside for her people to take ownership — mistakes meant career-limiting consequences. Jana is honest about her own experience too: a team member told her she was micromanaging, and she denied it. They created a secret signal — scratching an ear in meetings whenever she micromanaged. He was scratching a lot. Phil adds that what he calls "yoga babble" — abstractions like "we're going to become an agile platform-based culture" — lets leaders avoid saying what they actually mean. Nobody challenges it because the boss said it, and it sounds sort of right. The result: completely meaningless direction. The Octopus — Distributed Intelligence in Practice "It has two thirds of its intelligence, its neurons, in its arms. The arms connect independently — they don't always need a central brain, but they also have one, so they can stay aligned but also work independently."   The octopus has distributed neural clusters in each arm. It can adapt, shape-shift, change the texture of its skin, and even alter its RNA to switch between cold and hot water within hours. For Jana and Phil, this is the organizational metaphor: teams that can think locally and act without waiting for permission from the center, while staying aligned on mission. Phil translates this for team leaders of 8-10 people inside traditional enterprises:   Put together teams with cognitive diversity and encourage constructive conflict — what Linda Hill at Harvard Business School calls "creative abrasion" Invest in the storming, norming, performing cycle instead of cutting through it Leave the "how" to the team — the leader's job is the "why" and the "what" Don't jump to the answer — Einstein said if you have an hour to solve a problem, spend 55 minutes understanding the problem Start executing quickly through rapid experimentation; you can't plan your way to success in novel situations Don't Build the Pedestal — The Monkey Comes First "Get to the most tricky problems first, and try and solve them. If you can't, figure out fast — and if you can't, just stop, because your whole project is useless."   Astro Teller, CEO of Alphabet X's Moonshot Labs, says: "If you want to teach a monkey on a pedestal to recite Shakespeare, don't start by building the pedestal." Jana explains that organizations, once they get a project through the gauntlet of approvals and business cases, start working on the easy, visible things to show progress — the pedestal. But if you can't get the monkey to speak, the pedestal is useless. The counterintuitive move: when passionate people dispassionately tell you the hard problem isn't solvable, give them hugs, put them on a pedestal themselves, give them bonuses — because they just freed up resources for something better. Phil reinforces that this isn't a money problem. At McDonald's, before building a handheld order-taking device, they built a block of wood to test how comfortable it was to hold. Organizations waste far more money trying to plan for things they can't possibly plan for than they would by running quick experiments. Single-Threaded Leaders — The Pig at Breakfast "Who's that person waking up every morning saying, are we actually putting the focus on the things that are going to get us to the finish line of delivering value — not within my function, but across the organization?"   Phil tells the classic joke: a pig and chicken are walking down the road. The chicken says "let's open a restaurant." The pig asks what they'll sell. "Ham and eggs, of course," says the chicken. The pig stops: "I need to be far more committed than you." Organizations are full of chickens — people who lay their half-baked decisions, want to sign off, want to say no. What's needed are pigs. Amazon calls them single-threaded leaders. Apple calls them directly responsible individuals. The key: one person owns an initiative end to end, waking up every morning focused on delivering value across the organization, not just within their function. Mow the Lawn — Bureaucracy Grows While You Sleep "Your bureaucracy grows while you sleep. Think about your bureaucracy like mowing a lawn. You can't mow a lawn once."   Jana references Parkinson's Law — a senior Royal Navy leader found that even as the fleet shrank, the number of administrators grew by 5-10% annually. This applies to every organization. Middle managers fill their time by adding processes. One person's mistake becomes a process that penalizes 10,000 people. The solution is continuous gardening. At Google, a senior leader added positive friction: if you want more than 5 interviews in the hiring process, you need my approval. At Amazon, the principle "invent and simplify" asks everyone every year: what are we simplifying? The simplification work has to come from those closest to the problems — most leaders don't know half of what people are actually doing. Innovation Belongs to Everyone — Not a Lab "Psychological safety — it's not even a prefrontal cortex thing, it's not a conscious thought, it's that fight-or-flight reaction you have in the moment."   Phil makes the case that innovation starts with psychological safety at the team level, not an organization-wide mandate. It's the team leader asking questions, being humble, responding to disagreement with "tell me more" instead of "I don't agree." It means celebrating intelligent failures — someone who tested a hypothesis, found it didn't work, and stopped. At Amazon town halls, executives open by making fun of Amazon's failures, like the Fire Phone. The message: if you're thinking big, you'll also fail. The Fire Phone didn't work, but it informed future hardware investments. The only true failure is not learning from experimentation. Phil and Jana both emphasize that once leaders experience what happens when people are truly freed to do their best work, they get addicted to it. About Phil Le-Brun and Dr. Jana Werner Phil Le-Brun is the former International CIO of McDonald's and now leads the AWS Executives in Residence team, advising Fortune 500 leaders on transformation. Dr. Jana Werner is an Executive in Residence at AWS who built their EMEA transformation practice after leading digital change in financial services. Together they wrote The Octopus Organization: A Guide to Thriving in a World of Continuous Transformation (HBR Press).   You can link with Phil Le-Brun on LinkedIn and Jana Werner on LinkedIn.   Book site: theoctopusorganization.com Book on Amazon: The Octopus Organization

At Infosecurity Europe 2026 in London, Bill Peterson, Senior Director of Product Marketing at Sumo Logic, joins us to unpack a tension every regulated security team knows well. When an incident hits, the business has to keep running. At the same time, regulators expect sensitive data to stay in region. For a long time, those two demands have pulled in opposite directions. Sumo Logic has spent 15 years as a SaaS platform on AWS, processing roughly four exabytes of data a day for around 2,000 customers. The core promise is speed, driving mean time to resolve as low as possible. Peterson frames it in business terms, because the person signing the check wants to know the return, not the bits and bytes. The news from the show is Sumo Logic availability on the AWS European Sovereign Cloud. EU organizations can keep their data in region, handled by EU staff, while still running the full platform for incident response. That turns a painful either/or into a checklist a regulated buyer can complete. Genesys is the first customer live in the sovereign cloud, with payment processor OpenPay preparing to follow. How does this play out for highly regulated industries? Sumo Logic is focused on finance, healthcare, telco, and government, the verticals feeling the most pressure. The path Peterson describes is simple: let Sumo Logic handle incident management, let AWS move and grow the data in region, and check the sovereignty box without giving up operational readiness. Underneath sits a full-featured SIEM and Dojo AI, the agentic approach Sumo Logic launched earlier this year. The goal is not to replace analysts but to keep a human in the loop while handing proven, repetitive work to an agent. Fix one server, confirm the solution, then let an agent patch the other 599 under oversight. A SOC Analyst Agent reaches general availability at Black Hat later this year, alongside an MCP server. On observability, the differentiator is reading both structured and unstructured data without normalizing it first. A zip code is structured; a cryptic web hook error is not. Sumo Logic reads both, which feeds directly into faster time to identify and faster time to resolve. For any leader weighing sovereignty against uptime, Bill Peterson makes a clear case that they can finally live in the same plan. This is a Brand Spotlight. A Brand Spotlight is a ~15 minute conversation designed to explore the guest, their company, and what makes their approach unique. Learn more: https://www.studioc60.com/creation#spotlight GUEST Bill Peterson, Senior Director of Product Marketing, Sumo Logic LinkedIn: https://www.linkedin.com/in/williampetersonjr/ RESOURCES Learn more about Sumo Logic: https://www.sumologic.com/ Sumo Logic on the AWS European Sovereign Cloud (announced at Infosecurity Europe 2026): https://www.sumologic.com/newsroom Infosecurity Europe 2026 event coverage: https://www.itspmagazine.com/infosecurity-europe-2026-infosec-london-cybersecurity-event-coverage Are you interested in telling your story? ▶︎ Full Length Brand Story: https://www.studioc60.com/content-creation#full ▶︎ Brand Spotlight Story: https://www.studioc60.com/content-creation#spotlight ▶︎ Brand Highlight Story: https://www.studioc60.com/content-creation#highlight ▶︎ Get your own Brand Briefing at an upcoming event: https://www.studioc60.com/buy-brand-briefings KEYWORDS Bill Peterson, Sumo Logic, Sean Martin, brand story, brand marketing, marketing podcast, brand spotlight, AWS European Sovereign Cloud, data sovereignty, incident response, mean time to resolve, SIEM, security operations, Dojo AI, agentic AI, SOC analyst agent, observability, log analytics, Infosecurity Europe 2026 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What happens when two cloud economists leave AWS  behind and spend six days hiking 60 miles on the Appalachian Trail? Corey Quinn sits down with Caleb Hurd to share stories from the trail, including exploding sleeping pads, heroic shuttle drivers, lost phones, and the unique community that makes long-distance hiking special. Along the way, they draw surprising parallels between backpacking and cloud economics, discussing everything from serverless architecture and cloud cost optimization to the hidden challenges of on-prem infrastructure. It's a conversation about technology, adventure, perspective, and why sometimes the best way to solve complex problems is to step away from them entirely.Show highlights:(00:00) Why Hiking Hooks You(00:15) Meet Caleb on the Trail(01:31) Trail Miles and Ultralight Parallels(05:24) The Sleeping Pad Blowout(07:46) Shepherd Saves the Day(09:43) Trail Community and Cloud Community(11:07) Post Trail Perspective and Inside Jokes(15:35) Back to Work On Prem vs Cloud Pain(25:47) Server-less Spend and Lambda Sprawl(32:29) Wrap Up Where to Find CalebAbout Caleb: Caleb Hurd is a Cloud Economist at Duckbill, where he helps enterprises make sense of their cloud spend. Before moving to the cost side of the house, Caleb spent years in the trenches building and operating large-scale cloud environments and leading the engineering teams behind them across companies ranging from healthcare tech to enterprise Saas. He also founded CostOps.cloud, an AWS cost consulting practice, and is a vocal advocate for engineering-led FinOps — arguing that the people closest to the architecture should be the ones driving cost strategy, not spreadsheet jockeys in finance. Caleb holds a degree from Georgia Tech and made an unconventional journey into tech from a background in carpentry, which may explain his preference for building things over just talking about them. He's based in Atlanta.Links:LinkedIn: https://www.linkedin.com/in/calebrhurd/Sponsored by: duckbillhq.com

Sean "Dabs" Flottman — welder, fabricator, educator, and bracelet-shipping hustle machine — joins Jason on this month's Weld Wednesday with AWS to tackle one of the most debated topics in the trade: the six-figure welding salary. Is it a myth? Is it achievable? And more importantly, what does it actually take? Dabs brings nearly 30 years of experience to the table, starting at $6.30 an hour and working his way through sheet metal, fabrication, and eventually into welding education at a trade school. He and Jason break down the ingredients required to reach $100K — from the top-10% mindset and willingness to travel, to union packages, financial discipline, and surrounding yourself with the right people. They also dig into what nobody talks about: how to keep that money once you make it, why chasing happiness beats chasing dollars, and what welding school students are doing (and not doing) to set themselves up for success from day one.   For more information on how to get involved with the American Welding Society Click Here

As AI matures, it becomes increasingly important to know how it's performing and what it actually costs. Ned and Kyler are joined by Anuj Tyagi, Senior Site Reliability Engineer for RingCentral, to discuss the critical shift toward AI observability. AI observability is not just about costs; Anuj breaks down why observability has to include agent... Read more »

Markets are ripping as Bitcoin miners pivot to AI infrastructure. We cover AWS rumors, Galaxy Digital's surge, Michael Saylor's latest multi-million Bitcoin buy, the Texas 4CP mining curtailment, and Elon Musk's massive $26B xAI compute deals with Google and Anthropic. Francis Corvinho of Lygos Finance and Kaan of Luxor join us to talk about the massive shift in Bitcoin mining economics, Michael Saylor's credit strategies, Zcash protocol bugs, and the Texas 4CP summer mining curtailments. We also break down the AI infrastructure boom, featuring Galaxy Digital's market surge and Elon Musk's multi-billion-dollar xAI compute leases with Google and Anthropic. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Hash price hit a new all-time low. * Galaxy Digital stock surged 22% in a morning. * xAI generates $26 billion in annual revenue. * Situational Awareness fund hits $20B AUM. Timestamps: 00:00 Start 02:09 Hashrate forming a bottom? 05:13 KEEL 08:12 Galaxy 11:10 Cipher Digital (CIFR) 14:24 Francis 33:21 Kaan 50:21 Situational Awareness 53:30 Coremint 54:30 SpaceX Check out our latest report, “What's a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Download here: https://megawattreport.com/ Subscribe to our newsletter to receive updates for all of our shows and content: https://newsletter.blockspacemedia.com