Podcasts about aws

Episode Summary:AWS Morning Brief for the week of August 18th, 2025, with Corey Quinn. Links: Firefly's 2025 IaC Best Practices Guidea billion dollars in savings highlights why I'm wrongDemystifying Amazon Bedrock Pricing for a Chatbot AssistantImproving Your Visibility to AWS Sales: A Practical Guide for PartnersAnthropic's Claude Sonnet 4 in Amazon Bedrock Expanded Context WindowAmazon EC2 Single GPU P5 instances are now generally available Announcing Extended Support for Amazon DocumentDB (with MongoDB compatibility) version 3.6CVE-2025-8904 - Issue with Amazon EMR Secret Agent componentAmazon DynamoDB now supports more frequent throughput mode updates from provisioned to on-demand capacity Validate radiology reports using Amazon NovaAmazon FSx for OpenZFS now supports Internet Protocol Version 6 (IPv6)AWS Resource Explorer now Supports Filtering for Multiple ValuesAWS IAM Identity Center introduces support for user background sessions with Amazon SageMaker Studio Amazon FSx for NetApp ONTAP now supports decreasing your SSD storage capacity AWS Security Incident Response now supports membership coverage for individual AWS organizational unitsUnderstanding AWS Savings Plan Recommendations: Payer vs. Linked Account Views 

Hear how PagerDuty and Zoom built successful AI products using Amazon Q-Index to solve real customer problems like incident response and meeting intelligence, while sharing practical lessons from their early adoption journey.Topics Include:David Gordon introduces AWS Q-Business partnerships with PagerDuty and ZoomMeet Everaldo Aguiar: PagerDuty's Applied AI leader with academia and enterprise backgroundPaul Magnaghi from Zoom brings AI platform scaling experience from SeattleQ-Business launched over a year ago as managed generative AI servicePlatform enables agentic experiences: content discovery, analysis, and process automationBuilt on AWS Bedrock with enterprise guardrails and data source integrationPartners wanted backend capabilities but preferred their own UI and modelsQ-Index provides vector database functionality for ISV partner integrationsEveraldo explains PagerDuty's evolution from traditional ML to generative AI solutionsHistorical challenges: alert fatigue, noise reduction using machine learning approachesNew gen AI opportunities: incident context, relevant data surfacing, automated postmortemsEngineering teams faced learning curve with agents and high-latency user experiencesPaul discusses Zoom's existing AI: virtual backgrounds and voice isolation technologyAI Companion strategy focused on simplicity during complex generative AI adoptionProblem identified: valuable meeting conversations disappear after Zoom calls endCustomer feedback revealed need for enterprise data integration beyond basic summariesGoal: combine unstructured conversations with structured enterprise data seamlesslyPagerDuty Advanced provides agentic AI for on-call engineers during incidentsQ-Index integration accesses internal documentation: Confluence pages, runbooks, proceduresDemo shows Slack integration pulling relevant incident response documentation automaticallyAccess control lists ensure users see only data they're authorized to accessZoom's AI companion panel enables real-time meeting questions and summariesExample use cases: decision tracking, incident analysis, action item identificationAdvice for starting: standardize practices and create internal development templatesSingle data access point reduces legal and security evaluation overheadCenter of excellence approach helps teams move quickly across product divisionsCut through generative AI buzzwords to focus on real user valueFederated AWS Bedrock architecture provides model choice and flexibility meeting customersCustomer trust alignment between Zoom conversations and AWS data handlingGetting started: PagerDuty Advance available now, Zoom AI free with paid add-onsParticipants:Everaldo Aguiar – Senior Engineering Manager, Applied AI, PagerDutyPaul Magnaghi – Head of AI & ISV Go To Market, ZoomDavid Gordon - Global Business Development, Amazon Q for Business. Amazon Web ServicesFurther Links:PagerDuty Website, LinkedIn & AWS MarketplaceZoom Website, LinkedIn & AWS MarketplaceSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

In today's Cloud Wars Minute, I take a closer look at AWS's market positioning and the narrative shared during its recent earnings call.Highlights00:36 — I was puzzled by some of the math and the numbers that Amazon CEO Andy Jassy, speaking on behalf of AWS on the Amazon earnings call, used in trying to describe the competitive position that AWS finds itself in.01:28 — We've got AWS, now on a $123 billion annualized run rate, and which grew 17.5% in Q2, which is extremely good for a company that size. The challenge comes in when you compare it with the growth rates, both in recent-quarter revenue, but also RPO, or backlog. AWS is far, far behind the other three hyperscalers on those metrics, or the rate of acceleration as they each grew from Q2 over Q1.02:12 — On the earnings call, Jassy said the second player has revenue that's only 65% as big as AWS. So that has to be Microsoft. So he's saying that Microsoft's cloud revenue is more in the range of $75 to $80 billion, but it's more than twice that — $187 billion. I don't get that. Maybe he's trying to say it's only about infrastructure, but he doesn't say that.03:46 — The issue is that the AWS growth rate is lower than that of Microsoft, Google Cloud, and Oracle, and it has been lower for at least the last eight quarters. Yet on the earnings call, Jassy said, "Sometimes we grow faster than they do, sometimes they grow faster than we do."04:07 — So, perhaps Andy Jassy, who has been an extraordinary executive, I'm not questioning his overall capability, his record stands for itself. But Jassy is choosing to try to play a little bit of a shell game here, trying to say that Microsoft's whole cloud revenue isn't all there, or some is illegitimate — something like that.05:26 — It's something that AWS has to address, own up to, and figure out what to do about it. And I think AWS is a great company. I don't think it helps AWS's cause for Andy Jassy to be using some numbers and representations of the market that seem to clash with reality. Visit Cloud Wars for more.

El Gobierno de Aragón ha declarado la situación de alerta Rojo-Plus en todo el territorio de la comunidad ante el riesgo extremo de incendios forestales, una medida que estará vigente desde las 00.00 horas del 16 de agosto hasta la medianoche del día 19 y que implica restricciones y prohibiciones adicionales para prevenir fuegos.  La declaración de alerta Rojo-Plus prohíbe encender fuego en cualquier espacio abierto, la quema de rastrojos y restos vegetales, así como el uso de fuego en áreas recreativas, zonas de descanso o acampada. También se prohíbe el uso de maquinaria que pueda generar chispas en montes o en una franja de 400 metros alrededor, las labores agrícolas con maquinaria y el uso de ahumadores en apicultura. La cosecha de almendro en Aragón afronta uno de sus peores años en la última década. Las causas principales, según los productores consultados, son las condiciones climáticas adversas durante la primavera, con lluvias intensas, heladas, granizo y temperaturas irregulares. El Departamento de Agricultura, Ganadería y Alimentación del Gobierno de Aragón ha publicado hoy en el Boletín Oficial de Aragón (BOA) la Orden AGA/989/2025, de 4 de agosto, que establece las bases reguladoras para conceder subvenciones destinadas a compensar los perjuicios económicos causados por la enfermedad hemorrágica epizoótica. A su vez, desde este Departamento, se acaba de elevar una propuesta de sanción por infracciones "muy graves" contra una mercantil perteneciente a un fondo de inversión británico por el desarrollo de una plantación ilegal de almendros en Pina de Ebro y Osera de Ebro en un paraje que goza de especial protección ambiental y para el que no habían obtenido los permisos pertinentes. La Comunidad de Regantes de Pina de Ebro y AWS transforman el excedente de riego en un recurso sostenible. Se espera que el proyecto ahorre 864 millones de litros de agua al año, que de otro modo se extraerían del río Ebro, La fuerza extrema del viento arrasa 2000 hectáreas de cultivo en Monegros. Los términos municipales de Orillena, Lanaja, Lalueza y Poleñino han sido los perjudicados por la turbonada de viento que destrozó cultivos de maíz, alfalfa, estructuras agrícolas y ganaderas este martes en la comarca de Monegros. La producción de miel en España creció un 20 % en la última campaña y superó las 33.000 toneladas. La campaña remontó hasta niveles de 2021, tras dos años marcados por la sequía. El calor de este agosto ha provocado que prácticamente todo el viñedo aragonés esté en la fase de pleno envero. Algunas bodegas de Cariñena, Ainzón y Magallón han comenzado ya a recoger determinadas variedades de uva.

Teleport Co-Founder and CEO Ev Kontsevoy discusses the security vs productivity trade-off that plagues growing companies and how Teleport's trusted computing model protects against the exponential growth of cybersecurity threats.Topics Include:Teleport CEO explains how to make infrastructure "nearly unhackable" through trusted computingTraditional security vs productivity trade-off: high security kills team efficiencyCompanies buy every security solution but still get told they're at riskWhy "crown jewels" thinking fails: computers should protect everything at scaleModern infrastructure has too many access paths to enumerate and secureApple's PCC specification shows trusted computing working in real production environmentsAI revolutionizes both offensive and defensive cybersecurity capabilities for everyone80% of companies can't guarantee they've removed all ex-employee accessIdentity fragmentation across systems creates anonymous relationships and security gapsHuman error probability grows exponentially as companies scale in three dimensionsYour laptop already demonstrates trusted computing: seamless access without constant loginsApple ecosystem shows device trust at scale through secure enclavesAI agents need trusted identities just like humans and machinesAWS marketplace partnership accelerates deals and provides strategic account insightsHire someone who understands partnership dynamics before starting with AWSGenerative AI will make identity attacks cheaper and faster than everSecurity responsibility shifting from IT teams to platform engineering teamsTeleport's "steady state invariant": infrastructure locked down except during authorized workTemporary access granted through tickets, then automatically revoked after completionLegacy systems and IoT devices require extending trust models beyond cloud-nativeParticipants:Ev Kontsevoy – Co-Founder and CEO, TeleportFurther Links:Teleport WebsiteTeleport AWS MarketplaceSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

LikeFolio's Megan Brantley says Amazon's (AMZN) same-day grocery delivery expansion will disrupt the space. She notes the company's Prime membership paired with delivery improvements will steer customers away from retail giants like Walmart (WMT) to their platform. Megan later talks about the company's A.I. endeavors through AWS cloud. While growth for AWS has slowed, Megan points out that it's still taking market share from Microsoft (MSFT) Azure and Alphabet's (GOOGL) Google cloud.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In today's Cloud Wars Minute, I explore AWS's bold new approach to eliminating AI hallucinations using automated reasoning and formal logic.Highlights00:04 — AWS has announced that automated reasoning checks, a new Amazon Bedrock guardrails policy, are now generally available. In a blog post, AWS's Chief Evangelist (EMEA), Danilo Poccia said that: "Automated reasoning checks help you validate the accuracy of content generated by foundation models against domain knowledge. This can help prevent factual errors due to AI hallucinations."00:38 —The policy uses mathematical logic and formal verification techniques to validate accuracy. The biggest takeaway from this news is AWS's approach differs dramatically from probabilistic reasoning methods. Instead, automated reasoning checks provide 99% verification accuracy.01:10 — This means that the new policy is significantly more reliable in ensuring factual accuracy than traditional methods. The issue of hallucinations was a significant concern when generative AI first emerged. The problems associated with non-factual content are becoming increasingly damaging. This new approach represents an important leap forward. Visit Cloud Wars for more.

This episode is going out way too late... Apologies listeners, a lot of life came up. We are steadily getting back on schedule though! Join us, while we're Waiting For Review... In this show: - Daniel's battle with AWS billing and server migrations - Dave's Raspberry Pi video mixing project - The importance of reducing technical debt - Future plans for app development and market exploration -- We are open for sponsorship! email us at contact@waitingforreview.com (mailto:contact@waitingforreview.com) The Discord server is open to all, and you can contact us via our social links below. Enjoy the show, Daniel

Developers Rizel Scarlett and Ian Douglas join Ned and Kyler to talk about building an AI agent. Rizel and Ian work at Block, where they’re part of a team building an agent called Goose. They talk about what the agent does, building challenges, observability, and more. They also dive into topics such as how using AI... Read more »

Welcome back to another episode of The Richer Geek. Today's guest is Mohamed “Mo” Ahmed, a serial entrepreneur, product visionary, and author of Inside-Out Entrepreneurship. Mo has built and sold multiple companies in AI and cloud computing and now helps founders strengthen the mindset needed to survive and thrive. He shares hard-earned lessons from costly mistakes, near-failures, and unexpected wins, and why your mindset is your most valuable business asset. In this episode, we chat about… Mo's shift from working at Microsoft and AWS to becoming an entrepreneur Why most founders underestimate the mindset shift needed when leaving corporate life The difference between mental robustness and mental resilience Real stories of setbacks like a surprise $65,000 AWS bill and how mindset shaped the outcome How separating your personal identity from your business identity helps you recover from failure The role of daily discipline and having a “default calendar” to stay focused Why financial conditioning matters before starting a company How to turn setbacks into opportunities, sometimes even better ones than you planned Key Takeaways: Your business will only grow as much as your mindset grows. Mental robustness means withstanding pressure without breaking; resilience means bouncing back when you bend. Separate your identity from your company, you're more than your business. Discipline and structure keep you moving when motivation fades. Prepare financially before launching a business to reduce stress during hard times. Setbacks can be turned into better deals or opportunities if you respond quickly and with the right perspective.   Resources from Mo LinkedIn |  boundlessfounder.co | The Inside-Out Entrepreneur Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide  

Developers Rizel Scarlett and Ian Douglas join Ned and Kyler to talk about building an AI agent. Rizel and Ian work at Block, where they’re part of a team building an agent called Goose. They talk about what the agent does, building challenges, observability, and more. They also dive into topics such as how using AI... Read more »

Raj Koo, CTO of DTEX Systems, discusses how their enterprise-grade generative AI platform detects and disarms insider threats and enables them to stay ahead of evolving risks.Topics Include:Raj Koo, CTO of DTEX Systems, joins from Adelaide to discuss insider threat detectionDTEX evolved from Adelaide startup to Bay Area headquarters, serving Fortune 500 companiesCompany specializes in understanding human behavior and intention behind insider threatsMarket shifting beyond cyber indicators to focus on behavioral analysis and detectionRecent case: US citizen sold identity to North Korean DPRK IT workersForeign entities used stolen credentials to infiltrate American companies undetectedDTEX's behavioral detection systems helped identify this sophisticated identity theft operationGenerative AI becomes double-edged sword - used by both threat actors and defendersBad actors use AI for fake resumes and deepfake interviewsDTEX uses traditional machine learning for risk modeling, GenAI for analyst interpretationGoal is empowering security analysts to work faster, not replacing human expertiseAWS GenAI Innovation Center helped develop guardrails and usage boundaries for enterpriseChallenge: enterprises must follow rules while hackers operate without ethical constraintsDTEX gains advantage through proprietary datasets unavailable to public AI modelsAWS Bedrock partnership enables private, co-located language models for data securityPrivate preview launched February 2024 with AWS Innovation Center acceleration supportSoftware leaders should prioritize privacy-by-design from day one of GenAI adoptionFuture threat: information sharing shifts from files to AI-powered data queriesMonitoring who asks what questions of AI systems becomes critical security concernDTEX contributes to OpenSearch development while building vector databases for analysisParticipants:Rajan Koo – Chief Technology Officer, DTEX SystemsFurther Links:DTEX Systems WebsiteDTEX Systems AWS MarketplaceSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

Developers Rizel Scarlett and Ian Douglas join Ned and Kyler to talk about building an AI agent. Rizel and Ian work at Block, where they’re part of a team building an agent called Goose. They talk about what the agent does, building challenges, observability, and more. They also dive into topics such as how using AI... Read more »

A new Debian version is out and it's the end of the 32-bit x86 era, an AWS user almost found out the hard way about the need for proper backups, GitHub is finally fully swallowed into Microsoft (having gone all in on AI), and a quick KDE Korner. With guest hosts Gary from Linux After... Read More

In this episode we talk to Kat Cosgrove, Head of Developer Advocacy at Minimus! We get into a bunch of topics: Horror movies, cannibalism, contributing to open source, how we (sometimes) destroy the things we love

A new Debian version is out and it's the end of the 32-bit x86 era, an AWS user almost found out the hard way about the need for proper backups, GitHub is finally fully swallowed into Microsoft (having gone all in on AI), and a quick KDE Korner. With guest hosts Gary from Linux After... Read More

Bret and Nirmal are joined by Michael Irwin to discuss Docker's comprehensive AI toolkit, covering everything from local model deployment to cloud-based container orchestration across multiple interconnected tools and services.

Episode Summary:AWS Morning Brief for the week of August 11th, 2025, with Corey Quinn.Links: AWS Cloud Visibility Best PracticesThis Ars articleAWS European Sovereign Cloud to be operated by EU citizensAmazon killing a user's accountMountpoint for Amazon S3 CSI driver v2: Accelerated performance and improved resource usage for Kubernetes workloadsStreamlining outbound emails with Amazon SES Mail ManagerAWS Lambda now supports GitHub Actions to simplify function deploymentAnthropic's Claude Opus 4.1 now in Amazon BedrockAmazon CloudWatch introduces organization-wide VPC flow logs enablementUnderstanding and Remediating Cold Starts: An AWS Lambda PerspectiveAmazon SQS increases maximum message payload size to 1 MiBOpenAI open weight models now available on AWS Best practices for analyzing AWS Config recording frequenciesAmazon EKS adds safety control to prevent accidental cluster deletionAWS Console Mobile App now offers access to AWS SupportAmazon EC2 now supports force terminate for EC2 instances Amazon DynamoDB adds support for Console-to-CodeUsing generative AI for building AWS networksSimplify network connectivity using Tailscale with Amazon EKS Hybrid NodesCost tracking multi-tenant model inference on Amazon Bedrock

Enterprise AI leaders from C3 AI, Resolve AI, and Scale AI reveal how Fortune 100 companies are successfully scaling agentic AI from pilots to production and share secrets for successful AI transformation.Topics Include:Panel introduces three AI leaders from Resolve AI, C3 AI, and Scale AIResolve AI builds autonomous site reliability engineers for production incident responseC3 AI provides full-stack platform for developing enterprise agentic AI workflowsScale AI helps Fortune 100 companies adopt agents with private data integrationMoving from AI pilots to production requires custom solutions, not shrink-wrap softwareSuccess demands working directly with customers to understand their specific workflowsAll enterprise AI solutions need well-curated access to internal data and resourcesSoftware engineering has permanently shifted to agentic coding with no going backAI agents rapidly improving in reasoning, tool use, and contextual understandingIndustry moving from simple co-pilots to agents solving complex multi-step problemsSpiros coins new concept: evolving from "systems of record" to "systems of knowledge"Democratized development platforms let enterprises declare their own agent workflowsSemantic business layers enable agents to understand domain-specific enterprise operationsTrust and observability remain major barriers to enterprise agent adoptionOversight layers essential for agents making longer-horizon autonomous business decisionsPerformance tracking and calibration systems needed like MLOps for reasoning chainsCEO-level top-down support required for successful AI transformation initiativesTraditional per-seat SaaS pricing models completely broken for agentic AI solutionsIndustry shifting toward outcome-based and work-completion pricing models insteadReal examples shared: agent collaboration in production engineering and sales automationParticipants:Nikhil Krishnan – SVP & Chief Technology Officer, Data Science, C3 AISpiros Xanthos – Founder and CEO, Resolve AIVijay Karunamurthy – Head of Engineering, Product and Design / Field Chief Technology Officer, Scale AIAndy Perkins – GM, US ISV Sales – Data, Analytics, GenAI, Amazon Web ServicesFurther Links:C3 – Website – AWS MarketplaceResolve AI – Website – AWS MarketplaceScale AI – Website – AWS MarketplaceSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

Podcast del programa Imagen Empresarial transmitido originalmente el 11 de agosto del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: José Roberto Solano Pérez, gerente de Análisis Económico, Cambiario y Bursátil en Monex Tema: ¿Cúal es la expectativa para los mercados financieros después de eventos claves, y los recientes movimientos de la FED? ¿Cuáles son los datos más relevantes para las próximas semanas? Rubén Mugártegui, director general de AWS México Tema: Actualidad de AWS

In today's Cloud Wars Minute, I discuss Satya Nadella's bold Q4 claim that Microsoft is the #1 cloud provider, leaving rivals to fight for second place.Highlights00:12 — Microsoft laid out a very clear, unmistakable story in Q4 that it is the biggest and right now certainly the most powerful, most influential cloud provider. CEO Satya Nadella used the opportunity of these unprecedented financial results to spread the word that, “We're number one, and all of the other hyperscalers — Google, Oracle, and AWS — can fight for the number two spot.”01:06 — Q4 cloud revenue was up 27% to 46.7 billion. Full year cloud revenue was $168 billion, up 23%. One that really blows me away, its RPO for Q4 was $368 billion up 37%, so that is remaining performance,obligation, contracted business not yet recognized as revenue. Then for Azure, for the full year, $75 billion and a 39% growth rate in Q4. So pretty powerful stuff.02:04 — Nadella said, "We're the leaders in breadth of AI products and AI infrastructure." He said, "In our overall tech stack, nobody can touch us, and that's how we're able to deliver at this scale." He said, "We have more data centers than anybody else does," cutting against some claims that have been made by Oracle and others. "We are outperforming everybody else."03:16 — I thought it was interesting that, without identifying those specific companies, he referred to our competitors and that we're doing more than them. Now, I think this was a smart move by Nadella, right? Because we're not talking about some technical features — these are the technological foundations that business leaders will be betting the future of their companies on.03:55 — So, the hyperscalers with the best overall capabilities are going to be the ones that those business leaders tend to go with. I think it's a smart move by Nadella here to say, in my view, here's where we stand. We're out ahead of the others on all this. Now, I'm sure Google Cloud, Oracle, and AWS will have their own points of view on this, and I would encourage all of them to speak up.04:20 — I'm not talking about name-calling, but a very clear and well-articulated, reasoned, customer-oriented set of here's where I stand versus competitors here. I was glad to see this from Microsoft. I hope everybody does it, and later this morning on Cloud Wars, I'll have a detailed article offering the verbatim comments that Nadella made about these different subjects. Visit Cloud Wars for more.

Matt uses you as his therapist to vent about three days fighting systemd and boot time. Ben patiently listens while Matt explains why mounting things shouldn't consume 200% CPU. AWS sponsorship news provides a silver lining.

nvestors keep score with growth rates, but this quarter you had to read the footnotes and the fine print. Microsoft put up eye-popping Azure growth again, but a big slice of that acceleration is AI inference — notably ChatGPT — now embedded in the revised Azure definition - great for headlines but not conducive to apples-to-apples comparisons. Meanwhile, AWS delivered the largest dollars and a very clear message that demand exceeds supply. Meaning growth is capped by power and components, not pipeline. That creates a weird optics penalty — AWS showing growth in the high teens growth on a $120B-plus run rate and it's a “concern.” But it also telegraphs future upside as capacity lands and depreciation cycles through.  The stealth story is Google. Google Cloud posted a strong print with solid top-line growth and steadily improving operating margin — and GCP (the IaaS/PaaS core) is growing materially faster than Cloud overall - our estimate is nearly 40%. Backlog is building at more than $250M and $1B+ deals are real. As the mix shifts toward AI-heavy, infrastructure-centric workloads, it becomes a tailwind for Google, continues to lag the scale of AWS and Azure. Let's call it a disciplined scale strategy with less noise.The other common thread is a capex arms race that faces real constraints. All three players said the quiet part out loud — power, sites, servers, power and lead times will dictate who wins AI inference and who monetizes it. Microsoft is capacity-constrained, AWS says “several quarters” to rebalance, and Google raised capex again. This is not a one-quarter story; it's a multi-year land-and-power grab that will determine margin structures for the next cycle. Meanwhile, the Big three cloud players are on a pace to spend about $240B this year on CAPEX with AI revenue coming in at about 10% of that figure. We clearly have a big hurdle before that massive investment pays back. 

Andrew and Ben discuss Ben's article on Apple and AWS in the AI era, including a call for Apple to make an acquisition, a bit of AWS history, AWS as the new Azure, and the challenge of making changes amidst continued success. Then: Thoughts on Google's Genie 3 breakthrough and OpenAI's open weights models, and questions on Intel, scrutiny of Lip-Bu Tan, whether AI will compound the fertility crisis, and an emailer who wants to eliminate advertising from the human condition.

This week, we discuss cloud earnings, what's driving valuations, and why AWS says it's still early innings for cloud. Plus, Coté does a deep dive on Shipley Donuts. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/7Bvu6GKJLPQ?si=Ibj_0pHyLrYJgr14) 532 (https://www.youtube.com/live/7Bvu6GKJLPQ?si=Ibj_0pHyLrYJgr14) Runner-up Titles Dangerous to do things in bed Free Donut Holes Dark Fiber BET A man can not believe anything that devalues their index funds. They just open sourced last year's homework. It doesn't use as many emdashes Anchorman Vibes Rundown AI & Cloud Trends for July 2025 (https://www.thecloudcast.net/2025/08/ai-cloud-trends-for-july-2025.html) Cloud Earnings Microsoft posts Q4 beat on top and bottom line on cloud, AI strength (https://finance.yahoo.com/news/microsoft-posts-q4-beat-on-top-and-bottom-line-on-cloud-ai-strength-200602195.html) Clouded Judgement 8.1.25 - The AI Operating Model (https://cloudedjudgement.substack.com/p/clouded-judgement-8125-the-ai-operating?utm_source=post-email-title&publication_id=56878&post_id=169283604&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email) Richard Seroter's Architecture Musings (https://seroter.com/) AI OpenAI's new waited model whatever (https://openai.com/index/introducing-gpt-oss/) Simon Willson says local tool calling might be better (https://simonwillison.net/2025/Aug/5/gpt-oss/) Exclusive: OpenAI Secures Another Giant Funding Deal (https://www.nytimes.com/2025/08/01/business/dealbook/openai-ai-mega-funding-deal.html?smid=nytcore-ios-share&referringSource=articleShare) OpenAI has made $5.25 billion in 2025 so far, and Anthropic $1.5bn. In both cases, I have found a pattern of deceptive leaks of annualized revenues to suggest they're making far more. (https://bsky.app/profile/edzitron.com/post/3lve3kmvt722p) Relevant to your Interests How Olipop is sweetening the PTO deal for employees (https://www.fooddive.com/news/olipop-summer-recharge-time-travel-agency/756145/) Anaconda Secures $150M Funding, Hits $1.5B Valuation (https://www.webpronews.com/anaconda-secures-150m-funding-hits-1-5b-valuation/) Figma raises $1.2 billion, creating new playbook for going public in the summer (https://www.axios.com/2025/07/31/figma-ipo-stock-adobe) AI vs. AI: Prophet Security raises $30M to replace human analysts with autonomous defenders (https://venturebeat.com/ai/ai-vs-ai-prophet-security-raises-30m-to-replace-human-analysts-with-autonomous-defenders/) API Simulation Reduces MCP Server, Microservices Overload (https://thenewstack.io/api-simulation-reduces-mcp-server-microservices-overload/) Google loses appeal in antitrust battle with Fortnite maker (https://apnews.com/article/google-antitrust-android-apps-appeal-ceba472d6882c413967f512f2dc56067) Exclusive: More details emerge on how Windsurf's VCs and founders got paid from the Google deal (https://techcrunch.com/2025/08/01/more-details-emerge-on-how-windsurfs-vcs-and-founders-got-paid-from-the-google-deal/) OpenAI is teasing a GPT-5 release. (https://www.theverge.com/news/718147/openai-teasing-gpt-5-release) Cloud Software Group to Acquire Arctera (https://www.businesswire.com/news/home/20250804310158/en/Cloud-Software-Group-to-Acquire-Arctera) For the first time, OpenAI models are available on AWS | TechCrunch (https://techcrunch.com/2025/08/05/for-the-first-time-openai-models-are-available-on-aws/) Agents or Bots? Making Sense of AI on the Open Web (https://www.linkedin.com/pulse/agents-bots-making-sense-ai-open-web-perplexity-ai-rom0c/?trackingId=WQJoQHyfuX91F3i7ywZwtw%3D%3D) Three weeks after acquiring Windsurf, Cognition offers staff the exit door (https://techcrunch.com/2025/08/05/three-weeks-after-acquiring-windsurf-cognition-offers-staff-the-exit-door/) Apple has now shipped 3 billion iPhones (https://www.engadget.com/big-tech/apple-has-now-shipped-3-billion-iphones-030851439.html) Apple Growth Rebounds on Strength of iPhone 16 Line, China (https://www.bloomberg.com/news/articles/2025-07-31/apple-revenue-tops-estimates-on-strength-of-iphone-china-market?embedded-checkout=true) Apple Earnings; Cook's AI Comments; Apple's AI Strategy, Redux (https://stratechery.com/2025/apple-earnings-cooks-ai-comments-apples-ai-strategy-redux/) Nonsense Microsoft's Windows XP Crocs are no joke (https://www.theverge.com/microsoft/717965/microsoft-crocs-windows-xp-bliss-wallpaper-theme) Listener Feedback JD recommends Charm (https://github.com/charmbracelet/crush) Conferences SpringOne (https://www.vmware.com/explore/us/springone?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/watch?v=f_xOudsmUmk). Explore 2025 US (https://www.vmware.com/explore/us?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/shorts/-COoeIJcFN4). Wiz Capture the Flag (https://www.wiz.io/events/capture-the-flag-brisbane-august-2025), Brisbane, August 26. Matt will be there. SREDay London (https://sreday.com/2025-london-q3/), Coté speaking, September 18th and 19th. Civo Navigate London (https://www.civo.com/navigate/london/2025), Coté speaking, September 30th. Texas Linux Fest (https://2025.texaslinuxfest.org), Austin, October 3rd to 4th. CF Day EU (https://events.linuxfoundation.org/cloud-foundry-day-europe/), Frankfurt, October 7th, 2025. AI for the Rest of Us (https://aifortherestofus.live/london-2025), Coté speaking, October 15th to 16th, London. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: CalDigit TS4 (https://www.amazon.com/s?k=caldigit+ts4&hvadid=732096899979&hvdev=c&hvexpln=67&hvlocphy=9028322&hvnetw=g&hvocijid=7941701857307590927--&hvqmt=e&hvrand=7941701857307590927&hvtargid=kwd-1436081580619&hydadcr=24768_13517487&mcid=c0ce64ca6a893d599e949f0f42851542&tag=googhydr-20&ref=pd_sl_5zzuafk2xr_e_p67). Coté: Sunday roast at Mount St. Restaurant, London (https://mountstrestaurant.com). Internal developer platform marketing series: part one (https://thenewstack.io/driving-platform-adoption-the-missed-opportunity-of-marketing/), part two (https://thenewstack.io/driving-platform-adoption-part-2-yes-create-t-shirts-to-tout-your-brand/), and part three (https://thenewstack.io/driving-platform-adoption-community-is-your-value/). Photo Credits Header (https://unsplash.com/photos/doughnuts-on-box-7lAMbAh_Je4)

Industry leaders from Automation Anywhere and AWS discuss how modern customer data collection has evolved, and practical strategies for implementing enterprise automation at scale.Topics Include:Automation Anywhere and AWS experts discuss modern enterprise automation strategiesTraditional profiting strategies may not work with today's changing business modelsCustomer data collection methods have evolved across multiple platforms significantlyModern verification processes include automated validation systems and streamlined timelinesBackground check automation is increasingly handled by AI-powered models and systemsStanford's "Wonder Bread" research paper introduced revolutionary enterprise process observation technologyWonder Bread demonstrated AI systems watching and automatically learning hospital workflowsThe technology can author workflows by observing real enterprise processesEnterprise Process Management built around observed behaviors shows promising resultsVerification challenges exist since Wonder Bread research isn't widely publicized yetProcess observation technology could transform how enterprises handle workflow creationSalesforce Wizard Interface dominates many current automation implementations in enterprisesSalesforce Agent Codes offer alternative approaches to traditional automation methodsAWS platform selection involves careful consideration of enterprise integration needsDemo implementations showcase real-world timeline expectations and deployment maturity levelsCurrent automation solutions have reached significant scale across various industriesWorkflow automation differs fundamentally from true agentic intelligence systems capabilitiesAgentic AI demonstrates autonomous decision-making beyond simple rule-based automation processesUnderstanding this distinction helps organizations choose appropriate technology approaches effectivelySession concludes with clarity on modern automation landscape and implementation strategiesParticipants:Pratyush Garikapati – Director of Products, Automation AnywhereSreenath Gotur – Snr Generative AI Specialist, Amazon Web ServicesFurther Links:Automation Anywhere websiteAutomation Anywhere – AWS MarketplaceSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

On this episode of Screaming in the Cloud, Corey Quinn talks with Simon Willison, founder of Datasette and creator of LLM CLI about AI's realities versus the hype. They dive into Simon's “lethal trifecta” of AI security risks, his prediction of a major breach within six months, and real-world use cases of his open source tools, from investigative journalism to OSINT sleuthing. Simon shares grounded insights on coding with AI, the real environmental impact, AGI skepticism, and why human expertise still matters. A candid, hype-free take from someone who truly knows the space.Highlights: 00:00 Introduction and Security Concerns02:32 Conversations and Kindness04:56 Niche Museums and Collecting06:52 Blogging as a Superpower08:01 Challenges of Writing and AI15:08 Unique Use Cases of Dataset19:33 The Evolution of Open Source21:09 Security Vulnerabilities in AI32:18 Future of AI and AGI Concerns37:10 Learning Programming with AI39:12 Vibe Coding and Its Risks41:49 Environmental Impact of AI46:34 AI in Legal and Creative Fields54:20 Voice AI and Ethical Concerns01:00:07 Monetizing Content CreativelyLinks: Simon Willison's BlogDatasette ProjectLLM command-line tool and Python libraryNiche MuseumsGitHub MCP prompt injection exampleHighlights from the Claude 4 system promptAI energy usage tagAI assisted search-based research actually works nowPOSSE: Publish on your own site, syndicate elsewhereBellingcatLawyer cites fake cases invented by ChatGPT, judge is not amused (May 2023)AI hallucination cases databaseSponsor Simon to get his monthly summary newsletterhttps://simonwillison.net/https://www.linkedin.com/in/simonwillisonhttps://datasette.io/

On this episode, I cover a critical Adobe vulnerability that gets a 10 on the severity scale, recent year on year metrics from AWS and much more! Reference Links: https://www.rorymon.com/blog/urgent-exchange-security-advisory-critical-adobe-vulnerability-nvidia-extending-win10-support/

In violation of long-standing internet norms like robots.txt, Cloudflare caught Perplexity AI scraping content from websites that had explicitly opted out. The situation begs the question: what happens when AI startups prioritize growth over digital consent?Listen as Chris and Yaniv discuss the repercussions of Cloudflare's "honeypot" traps. They also dig into Wikipedia's launch of a fast-track deletion policy to counter the overwhelming number of low-effort, AI-generated articles, and consider whether Amazon's AWS is falling behind cloud rivals like Google, Microsoft, and Oracle.In this episode, you will:Understand why Cloudflare accused Perplexity AI of ignoring internet normsLearn how robots.txt and internet trust are being undermined by AI crawlersExplore whether “move fast and break things” still applies in the AI eraDiscover how Wikipedia is fighting back against a flood of AI-generated slopDebate the moral vs. legal boundaries of disruptive startup behaviorHear why AWS may be falling behind Google, Microsoft, and even OracleExamine what makes a wartime vs. peacetime CEO in the AI cloud raceConsider whether AI is eating its own tail by destroying its data sourcesThe Pact Honor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSubscribe to the TSP Mailing List to gain access to exclusive newsletter-only content and early access to information on upcoming episodes: https://thestartuppodcast.beehiiv.com/subscribe Secure your official TSP merchandise at https://shop.tsp.show/  Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGg Give us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksGet your question in for our next Q&A episode: https://forms.gle/NZzgNWVLiFmwvFA2A The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 1:1 with Chris: http://chrissaad.com/advisory/  Follow Chris on Linkedin: https://www.linkedin.com/in/chrissaad/  Follow Yaniv on Linkedin: https://www.linkedin.com/in/ybernstein/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurIntro Voice: Jeremiah Owyang https://web-strategist.com/

The General Services Administration has been on a roll lately, negotiating what it calls OneGov agreements with some of the federal government's biggest IT vendors. On Thursday, GSA announced it has negotiated a governmentwide purchasing agreement with Amazon Web Services that could save agencies up to $1 billion through credits for AWS services. The deal is the latest in a flurry of OneGov agreements GSA has initiated under the Trump administration to consolidate and centralize IT purchasing at scale and unlock greater, consistent savings for civilian agencies, rather than agencies negotiating one-off contracts with vendors themselves. As part of the governmentwide package, AWS has come to the table offering direct incentive credits that could total up to $1 billion in value for cloud services, modernization support and training. The deal will run through Dec. 31, 2028. In addition to streamlining federal IT procurement by working as a single, unified federal entity, GSA's OneGov initiative also aims to work directly with technology developers themselves, rather than intermediaries such as value-added resellers. As such, GSA touts the potential for additional savings by contracting directly with the cloud giant for its services. That deal comes just a day after GSA announced a similar one with OpenAI that will offer its ChatGPT tool to federal agencies for just $1. It marks the artificial intelligence firm's latest effort to expand use of its generative AI chatbot across the federal government. Like the AWS deal, GSA said the agreement with OpenAI supports the White House's AI Action Plan, which encourages widespread adoption of AI in the federal government. Through the partnership, OpenAI's ChatGPT Enterprise product can be purchased by federal agencies for $1 per agency for one year. GSA called this a “deeply discounted rate.” Commenting on the deal, OpenAI CEO Sam Altman said in a statement: “One of the best ways to make sure AI works for everyone is to put it in the hands of the people serving the country.” The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

In today's Cloud Wars Minute, I reveal why AWS's growth, though strong in isolation, looks sluggish compared to its peers.Highlights00:29 — We're seeing a distinct split looking at the Q2 numbers. We've got three sprinters — Microsoft, Google, and Oracle — and we've got one stroller, which is AWS. Now, also, just a quick detail: the first three companies — Microsoft, Google, and AWS — all follow the quarterly calendar pattern.01:30 — Microsoft in Q1 grew 20% to $42.4 billion. In Q2, that growth shot up from 20% to 27%, revenue for Microsoft Cloud was $46.7 billion. Google: Q1, 28% growth to $12.3 billion. Q2, that growth accelerated from 28% to 32%; revenue reached $13.6 billion. Oracle: 23% growth in what I'm calling Q1 to $6.2 billion. That growth jumped to 27% in its most recent quarter: $6.7 billion.02:39 — Oracle has guided that its fiscal 2026 RPO — that'll end May 31 — will grow 100%. So while its cloud revenue currently isn't that big, its RPO is enormous, and its growing very fast there. Now, here's the outlier: AWS. Q1 grew 17% to $29.3 billion. Come over to Q2 — again, it was the slowest growing — 17.5% to almost $31 billion.03:21 — I think the point to look at here, though, is all four of the companies' growth accelerated from Q1 to Q2. But while the others all showed significant jumps in growth rate Q1 to Q2, Amazon — or AWS — was a modest half-point: from 17 to 17.5%.04:01 — Taking their total Q2 revenues, who got what chunk? Microsoft: 47%. Google: 13.9%. Oracle: 6.8%. AWS: 31.6%. Who is grabbing more of the new business? Who are customers — right here, right now — signing up with? Look at AWS: 31.6% of the total, but only 20.8% of the new revenue meaning that it is taking less share than its overall size and mass would indicate.05:19 — Now, AWS — I will say before I close here — it's perhaps unfair, in the category of, you know, "life's not always fair," that AWS — almost at about a $30 billion scale — grew 17.5%. And in any other industry, at any other time, that would be lauded as absolutely stunning and fantastic. But compared to their competitors, it's not doing as well. So it's a wild time in the Cloud Wars. Visit Cloud Wars for more.

As deepfakes estão mais realistas do que nunca e com isso, os riscos também aumentam. De golpes financeiros a manipulação política, os vídeos sintéticos criados por inteligência artificial já são usados em crimes digitais complexos e de difícil rastreio. No novo episódio do Podcast Canaltech, a repórter Elisa Fontes conversa com Mario Cosac, advogado, sócio do Failla Lima Advogados e especializado em responsabilidade civil e tecnologia. Ele explica como funcionam os deepfakes, quais são os principais problemas sociais e jurídicos que envolvem esse tipo de conteúdo, e o que está sendo feito ou ainda falta ser feito para regulamentar o uso dessas tecnologias. O papo também destaca os caminhos possíveis para prevenção, como o uso de marcas d’água digitais, checagens automáticas e educação midiática desde cedo. Você também vai conferir: táxi aéreo da Embraer fará seu 1º voo tripulado em dezembro, OpenAI rompe exclusividade com Microsoft e chega à nuvem da AWS, TikTok testa mapa com restaurantes e lojas para competir com o Google Maps, BMW lança cafeteira de luxo feita com motor de moto e golpe usa IA e falsas ofertas no TikTok para roubar dados de usuários. Este podcast foi roteirizado e apresentado por Fernanda Santos e contou com reportagens de Danielle Cassita, Marcelo Fischer, André Lourenti, Vinicius Moschen e Emanuelle Almeida. A trilha sonora é de Guilherme Zomer, a edição de Jully Cruz e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

Esto es El Brieff, tu resumen conciso de las noticias clave. En México, la controversia por el viaje de AMLO Beltrán a Japón y la postura de Sheinbaum marcan la semana, junto a nuevas inversiones de Blackstone y el impulso a la IA con AWS. EE. UU. sanciona al Cártel del Noreste, incluyendo a "El Makabelico". Trump genera revuelo con aranceles a India y chips, además de planes de reunirse con Putin y Zelensky. China usa IA para influir en Hong Kong y Taiwán. Uber enfrenta denuncias de agresión sexual, mientras Apple anuncia una gran inversión. Bayer recorta empleos, Glencore se queda en Londres, y Disney y NFL cierran un acuerdo millonario. Italia aprueba el ambicioso puente a Sicilia. Recibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@brieffy.com Hosted on Acast. See acast.com/privacy for more information.

This is a juicy competitive move for both companies after AWS faced an onslaught of criticism over its progress with AI. In other news, the AI audio-generation unicorn ElevenLabs announced the launch of a new model that allows users to generate music that's cleared for commercial use. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of Weld Wednesday with AWS, I'm joined by Teresa Melfi and Josh Sullivan from Lincoln Electric to talk about the evolving role of automation, robotics, additive manufacturing, and artificial intelligence in the welding industry. Teresa shares insights from her 40+ year career—from being a certified welder to her work on waveform design and advanced robotic systems. Josh dives into alloy R&D and how Lincoln is leveraging AI to improve filler metal development for additive processes. We also explore how automation is improving ergonomics, broadening access to welding careers, and why these technologies aren't replacing welders—they're expanding the industry. Whether you're new to welding or looking to future-proof your career, this episode is packed with valuable insights.   Attend FabTech 2025 in Chicago aws.org/fabtech Learn more about AWS AWS.org 

Today we explore how to build sustainable tech companies with Brian Pontarelli, Founder of FusionAuth. Brian shares his path from early programming on an Apple IIe to creating innovative solutions in the complex world of customer identity and access management (CIAM). Brian argues that single-tenancy and local development capabilities are crucial for developers. He also... Read more »

Brian Gracely (@bgracely) Aaron Delp (@aarondelpt) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from July 2025.SHOW: 947SHOW TRANSCRIPT: The Cloudcast #947 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS"SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.SHOW NOTES:Link to July 2025 News and ArticlesFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

AWS's Mark Relph draws fascinating parallels between today's AI revolution and the 1900s agricultural mechanization that delivered 2,000% productivity gains, while exploring how agentic AI will fundamentally reshape every aspect of software business models.Topics Include:Mark Relph directs AWS's data and AI partner go-to-market strategy teamHis role focuses on making ISV partners a force multiplier for customer successPreviously ran go-to-market for Amazon Bedrock, AWS's fastest growing service everCurrent AI adoption pace exceeds even the early cloud computing boom yearsHistorical parallel: 1900s agricultural mechanization delivered 2,000% productivity gains and 95% resource reductionFirst commercial self-propelled farming equipment revolutionized entire economies and never looked back500 machines formed the "Harvest Brigade" during WWII, harvesting from Texas to CanadaMark has spoken to 600+ AWS customers about GenAI over two yearsOrganizations range from AI pioneers to those still "fending off pirates" internallyGenAI has become a phenomenal assistant within organizations for content and automationAWS's AI stack has three layers: infrastructure, Bedrock, and applicationsBottom layer provides complete control over training, inference, and custom applicationsMiddle layer Bedrock serves as the "operating system" for generative AI applicationsTop layer offers ready-to-use AI through Q assistants and productivity toolsAI systems are rapidly becoming more complex with multiple model chainsMany current "agents" are just really, really long prompts (Mark's hot take)Task-specific models are emerging as one size won't fit all use casesEvolution moves from human-driven AI to agent-assisted to fully autonomous agentsAgent readiness requires APIs that allow software to interact autonomouslyTraditional UIs become unnecessary when agents interface directly with systemsCore competencies shift when AI handles the actual "doing" of tasksSales and marketing must adapt to agents delivering outcomes autonomouslyGo-to-market strategies need complete rethinking for an agentic worldThe agentic age is upon us and AWS partners should shape the futureParticipants:Mark Relph – Director – Data & AI Partner Go-To-Market, 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/

I am joined by ⁠Ryan Sieve, the CTO at Accounting Seed⁠. We get to talk about his journey from consulting in the Salesforce ecosystem to his time at Salesforce itself, before heading to Accounting Seed to lead their technology group as CTO. And thank you to Jon Schultz for the suggestion to be joined by Ryan!We start out talking about positioning products to buyers in ways that focus on solving problems vs. the speeds and feeds of a product. We touch on feature prioritization at a mature ISV like Accounting Seed and how best to collect feedback from internal and external constituents. Ryan and his team leans into customer and partner feedback to help drive features they build and at the 18:10 mark shares tactically how they execute and track the product feedback in their own internal instance of Salesforce. Accounting Seed has worked with Agentforce to optimize both collections and accounts payable to drive improved cashflow for their customers, freeing up time on their teams to be more strategic. Ryan shares their experience of how best to align with Salesforce on this new technology but always with an eye on what is going to help their customers as the top priority. We touch on their team's use of App Analytics from Salesforce, setting up listeners to understand better how your application is being used in the wild. And ISVApp is an option that layers on top of that for even better insights. Accounting Seed leverages Trialforce technology with org creation automation and to keep the data and config up to date via Github repository.This episode is brought to you by ⁠⁠⁠Invisory⁠⁠⁠. Invisory is designed to meet you where you are: in your cloud marketplace journey through a strong go-to-market strategy that helps drive prospect and co-sell opportunities with Salesforce, AWS, Microsoft, and Google. 

Small and medium-sized businesses (SMBs) are increasingly investing in artificial intelligence (AI), with a significant portion planning to allocate between $25,000 and $1 million towards technology this year. A recent GTIA survey revealed that 63% of SMBs believe AI will be the most impactful technology in the next two years, and 65% of executives view technology as crucial for achieving business goals. Despite economic uncertainties, 35% of these businesses intend to invest unexpected financial gains into cutting-edge technology, indicating a strong desire for innovation. Notably, many SMBs are purchasing technology directly from vendors, signaling a shift in the market dynamics.The labor market for small businesses is showing signs of change, with a report indicating a decrease in unfilled job openings. While 33% of small business owners reported unfilled positions in July, down from 36% in June, the challenges of finding qualified workers persist. A net 14% of small business owners plan to hire new employees in the upcoming quarter, particularly in skilled trade sectors like construction and transportation. This commitment to growth amidst a tight labor market suggests that automation and AI solutions may become more appealing to SMBs as they seek to enhance efficiency.Major tech companies are reporting strong earnings, with Microsoft leading the way. The company achieved a revenue of $76.4 billion for the fourth quarter of its fiscal year, driven by a 34% increase in Azure cloud services. Amazon and Google also reported significant revenue growth, particularly in their cloud services, with Amazon's AWS generating $30.9 billion. The competitive landscape is shifting, as Microsoft's Bing is gaining market share from Google, highlighting the importance of AI integration in driving business success.Concerns about the integrity of economic data are rising, particularly following the recent job report that showed the weakest job creation since 2010. The report's findings prompted political controversy, including the firing of the Bureau of Labor Statistics Commissioner by President Trump. Experts warn that declining survey response rates and limited resources threaten the accuracy of critical economic indicators. This situation raises alarms about the reliability of data used for economic forecasting, emphasizing the need for trustworthy metrics in navigating the current economic landscape.Three things to know today 00:00 AI Demand, Tight Labor, and Vendor Direct Sales Redefine the SMB Technology Landscape05:16 Microsoft Posts Record $76.4B Quarter, Azure Up 34%, Bing Gains Search Share from Google10:10 Buyers Reject Multiyear SaaS Contracts Amid Rapid AI-Driven Product Changes13:03 Weak Jobs Data Spurs Political Shake-Up as Trump Fires BLS Commissioner, Raising Trust Concerns This is the Business of Tech.    Supported by:  https://syncromsp.com/ Tell us about a newsletter!https://bit.ly/biztechnewsletter All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

In this episode of 10,000 Feet, host Richelle Lentz is joined by Rick Krause from Vervint and Daniel Gross from AWS to explore the evolving landscape of connected products and IoT platforms. Together, they unpack the journey from early, DIY-style IoT implementations to today's scalable, secure, and cloud-native solutions powered by AWS. The conversation dives deep into the triggers that signal it's time to migrate—like cost inefficiencies, security vulnerabilities, and limited access to data—and outlines practical strategies for replatforming, including phased rollouts, OTA updates, chaos testing, and blue/green deployments.Listeners will also hear about modernization as a stepping stone for organizations not yet ready for full migration, with tips on optimizing device messaging, leveraging edge processing, and enhancing user experience. Real-world anecdotes, like hacked crosswalks and connected coffee makers, bring the discussion to life while emphasizing the importance of security, interoperability, and customer value. Whether you're managing a growing IoT fleet or just beginning to rethink your platform strategy, this episode offers actionable insights to help future-proof your connected product ecosystem.

Meet Venkata Ramana Reddy Bussu—a Senior Cloud Solutions Engineer & SAP Architect whose fingerprints are on some of the world's most complex enterprise transformations ☁️

Jens Dommel, Head of Healthcare EMEA at AWS, explores the transformative power of AI in health care for decision support and shares what his experience tells him successful implementations look like. Common global health care challenges – such as an aging population, burnout, preventable adverse events and costs – are on the rise. Dommel emphasizes the potential of AI in enhancing efficiency, reducing costs, and improving outcomes and access. Dommel discusses the importance of accessible and integrated data, governance, trust and scalability for AI models. Dommel explains that successful digital transformations happen with the right skills, clearly defined goals by the leadership team, and a strategy of starting small and scaling up. He emphasizes the importance of strong regulations such as the European Health Data Space (EHDS) and EU Artificial Intelligence Act in fostering international cooperation, innovation and trust. Tune in for insights on building scalable solutions and unlocking the true value of data and AI.

In this episode, we'll explore how the new Amazon EKS Dashboard solves key challenges in managing Kubernetes at scale across multiple AWS accounts and regions. We'll discuss how it provides centralized visibility into cluster health, versions, and costs - enabling teams to improve governance, streamline operations, and optimize their Kubernetes infrastructure. Listeners will learn about key use cases like version lifecycle management, upgrade planning, add-on governance, and cost forecasting. We'll provide both a high-level overview for architects and managers, as well as dive into some of the technical details that will interest Kubernetes practitioners. 1) Whats New Post: https://aws.amazon.com/about-aws/whats-new/2025/05/eks-dashboard-multi-cluster-view-kubernetes-infrastructure-aws-regions-organizations/ 2) EKS Dashboard User Guide: https://docs.aws.amazon.com/eks/latest/userguide/cluster-dashboard.html 3) Deep Dive blog: https://aws.amazon.com/blogs/containers/deep-dive-amazon-eks-dashboard-for-visibility-into-multi-cluster-operations-and-governance/ 4) YouTube Video: https://www.youtube.com/watch?v=N1I1H2wA1Sk

Episode Summary: AWS Morning Brief for the week of August 4th, 2025, with Corey Quinn. Amazon Aurora MySQL database clusters now support up to 256 TiB of storage volume Introducing v2 of Powertools for AWS Lambda (Java)Introducing Extended Support for Amazon ElastiCache version 4 and version 5 for Redis OSSAmazon DocumentDB Serverless is now available AWS Lambda response streaming now supports 200 MB response payloadsHow Zapier runs isolated tasks on AWS Lambda and upgrades functions at scaleAmazon Application Recovery Controller now supports Region switchAnnouncing general availability of Amazon EC2 G6f instances with fractional GPUsAmazon Promotes Malphas to Senior Vice President of Bad Decisions, Unveils 17th Leadership PrincipleAmazon CloudFront introduces new origin response timeout controlsOptimize traffic costs of Amazon MSK consumers on Amazon EKS with rack awarenessAmazon Bedrock now available in the US West (N. California) RegionNew AWS whitepaper: AWS User Guide to Financial Services Regulations and Guidelines in Australia Amazon EC2 Auto Scaling adds AWS Lambda functions as notification targets for lifecycle hooks

Industry leaders from Celonis and AWS explain why 2025 marks the inflection point for agentic AI and how early adopters are gaining significant competitive advantages in efficiency and innovation.Topics Include:AWS's Cristen Hughes and Celonis's Jeff Naughton discuss AI agent transformationAndy Jassy declares AI agents will fundamentally change how we workThree key trends make AI agents practical: smarter models, longer tasks, cheaper costsAI now beats humans on complex benchmarks for the first time everClaude 3.7 cracked graduate-level reasoning where humans previously dominated completelyAI evolved from brief interactions to managing sustained multi-step complex workflowsProcessing costs plummeted 99.7% making enterprise-grade AI economically viable at scaleWe're transitioning from 2023's adaptation era to 2025's human-AI collaboration eraBy 2028, AI will suggest actions to humans rather than vice versaAgents are autonomous software that plan, act, and reason independently with minimal interventionAgent workflow: receive human request, create plan, execute actions, review, adjust, deliverFour agent components: brain (LLM), memory (context), actions (tools), persona (role definition)AWS offers three building approaches: ready-made solutions, managed platform, DIY developmentKey enterprise applications: software development acceleration, customer care automation, knowledge work optimizationManual processes like accounts payable offer huge transformation opportunities through intelligent automationDeep process analysis is critical before deploying agents for maximum effectivenessCelonis pioneered process mining to help enterprises understand their actual workflow realitiesCompanies are collections of interacting processes that agents need proper context to navigateProcess intelligence provides agents with placement guidance, data feeds, monitoring, and workflow directionCelonis-AWS partnership demonstrates order management agents that automatically handle at-risk situationsParticipants:Jeff Naughton – SVP and Fellow, CelonisCristen Hughes – Solutions Architecture Leader, ISV, North America, Amazon Web ServicesFurther Links:Celonis WebsiteCelonis on AWS MarketplaceSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

business history.Highlights00:14 — Now, any question about this greatest growth market the world has ever known was blown away last week, when Microsoft reported its fiscal Q4 earnings. And I think Microsoft's Q4 results have to be regarded as the greatest quarterly results of any company in any industry of all time.00:40 — Now, I cannot say that I have done a rigorous analysis of every quarterly report from every company in every industry there's ever been. But I will be wide open to hearing from anybody about anything that expands this. It could have grown even more, but customer demand is just swamping ability to build out data center capacity.01:38 — Microsoft Cloud used to be a nice, healthy portion of its business. It's now 61% of Microsoft's overall revenue. The total number for Microsoft's remaining performance obligation: $368 billion — a phenomenal, huge number. But it grew 37%, so you've got a combination here of scale with an incredible rate of growth here on this.03:31 — Azure in Q4, it grew 39%. If you look at the full year, Azure grew 34%. Now, revenue for Azure is over $75 billion. And the Q1 growth guidance for Azure is 37%. So again, even at these very large numbers, the growth rates are astonishing. Also looking ahead to Q1, which will end September 30, CFO Amy Hood said the CapEx is expected to be $30 billion.04:45 — We saw Google Cloud last week report very, very strong Q4. It's up 32% to $13.6 billion. Oracle's reporting just spectacular growth rates. RPO in its most recent quarter was 62%, and they're predicting 100% RPO for their fiscal year, which will end May 31 of next year. AWS numbers haven't come out yet, so I will get to them later next week. But hats off to Microsoft. Visit Cloud Wars for more.

The hardest thing for any growing company to do is manage the transition from hypergrowth to the dual tracks of growth and stability. AWS is entering their Hybrid phase, or the transition from Day 1 to Day 2. How will it go?SHOW: 946SHOW TRANSCRIPT: The Cloudcast #946 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:Amazon Q2 (July 2025) ResultsReviewing Amazon/AWS Q2 2025 Results (CNBC)AWS QoQ Earnings Growth Rates (2014-2025)Andy Jassy defends Amazon/AWS AI strategyAmazon Q2 2025 Earnings Call TranscriptUpdate from Andy Jasay Amazon Generative AI (Amazon Internal)HOW WILL AWS HANDLE DAY 1 AND DAY 2?Has AWS missed the Generative AI transformation?Not investing in GPUs at the same rate as their cloud market shareDon't have a Top 5 Frontier LLMDon't have a productivity suite to attach AI to (on-going revenue)Don't have a leading coding-assistant appDon't have an immediate “acquisition” target (e.g. Anthropic valuation near $150B)AWS isn't breaking out their AI revenuesAWS's growth has plateaued over the last 6 quarters (around 17%), while Azure, GCP have been growing at 1.5 to 2x, specifically around AI revenues. AWS is up to 18% of Amazon revenue, and current AWS (CPU-based) is driving the majority of Amazon profits. Jasay is trying to make AI an add-on to the AWS “building block” modelGenAI buying (at this point) looks similar to Shadow IT going to public cloud – it's not centrally controlledIs AWS focused on GenAI, or moving the other 80-85% of on-premises to their cloud? Can they manage both priorities at the same time? Can you achieve the same levels of growth if non-GenAI startups aren't getting funding at the same levels as pre-2022?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

In this special summer edition of the Remarkable Retail podcast, hosts Michael LeBlanc and Steve Dennis return to the mic for a jam-packed Month-in-Review episode. With interviews from the CommerceNext Growth Show rolling out all summer long, the duo takes a break from the regular cadence to reflect on the key developments dominating retail headlines.Kicking things off, Michael and Steve catch up on their summer travels, from retail safaris to personal DIY projects, before diving into on-the-ground observations from recent store visits. They note intensified promotional activity, flagging department store performance, and struggling retailers like Kohl's—whose housekeeping and inventory issues speak volumes about the deeper structural challenges facing legacy banners.A major theme is the ripple effect of evolving tariff policies. Steve breaks down the shifting landscape of trade "deals"—or lack thereof—impacting everything from apparel to automobiles, including the end of the de minimis clause that could reshape the business model of players like Shein and Temu. While retailers have largely absorbed tariff costs for now, Q4 pricing and profitability are big question marks, particularly for cash-strapped players.The conversation turns to macroeconomic conditions and a surprisingly resilient U.S. consumer. However, Steve warns against viewing “the consumer” as a monolith, emphasizing growing bifurcation between income brackets. The luxury market underscores this divide—Hermès continues to thrive, while Gucci and more aspirational brands struggle, and Saks Global faces mounting losses and vendor tensions.The episode also unpacks Amazon's latest earnings, with standout 23% growth in ad sales, despite investor jitters around AWS and an uncertain outlook.Other hot takes include AI's expanding role in customer interaction, the controversy around American Eagle's “gene/jeans” ad featuring Sydney Sweeney, and the headline-grabbing soap opera surrounding Hudson's Bay's failed resurrection attempt in Canada.Looking ahead, Michael and Steve preview August retail earnings, the fall retail conference season, and the ongoing evolution of AI-enabled search.  About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

On today’s show, we talk to Armon Dadgar, co-founder and CTO of HashiCorp regarding HashiCorp’s future within IBM. We start with a quick recap of IBM’s acquisition of HashiCorp and then move on to the challenges of bringing a small, young tech company into a huge corporation that makes lots of its revenue on legacy... Read more »