Podcasts about aws

Nearly $580 billion in trailing twelve-month capital expenditure across Amazon, Microsoft, Google, Meta, Oracle, Tesla, and SpaceX. Full year 2026 approaching $900 billion. CSI's 2027 estimate: $1.5 trillion. CSI breaks down the Q2 hyperscaler CapEx numbers and makes the case for why the semiconductor bull market remains intact despite a volatile few weeks for chip stocks.AWS, Azure, Google Cloud, and Oracle are all reporting multi-year backlogs. Amazon just raised its 2026 CapEx guide to $220 billion, partly driven by rising memory prices — sending more capital directly to the semiconductor supply chain. Gartner revised data center spending up to $820 billion for 2026, a sixty-three percent year-over-year increase. The recent pullback looks like a leverage unwind, not a fundamental shift.For in-depth research and the Semiconductor Insider membership, visit chipstockinvestor.com. Use fiscal.ai/csi for 15% off any paid plan.Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI owns shares of Meta, Alphabet, Oracle, and Amazon.

In this sponsored interview James Wilson chats with Permiso CTO Ian Ahl about detecting ShinyHunters-style attackers as they move through cloud and SaaS environments. Ian explains how ordinary-looking events such as a password reset, a new MFA device, unusual searches and a first-time AWS role assumption can combine to reveal an intrusion. Permiso's platform connects these signals across identity providers, cloud platforms and SaaS applications. They also discuss how AI is helping attackers move from initial access to extortion in just four hours. Show notes

SUMMARY:  Brian Gracely (@bgracely), Aaron Delp (@aarondelp) and Brandon Whichard (@bwhicard) discuss the biggest AI news stories from the month of July 2026. SHOW: 1050SHOW TRANSCRIPT: The Enterprise AI Show #1050 TranscriptSHOW VIDEO: https://youtu.be/9u-uAaQVjXkSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoSHOW NOTES:Links to all the AI News covered in this month's showFEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Don’t get left behind on AWS! Don’t get left behind on AWS! Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ In this episode, we go deep inside the AWS Marketplace with Louise Strandoo, who spent nearly a decade building AWS’s marketplace business from the ground up and now leads partner development for AWS’s data, analytics, and storage practice. Louise unpacks COST, the six-pillar framework her team built by studying what actually separates hypergrowth startups and billion-dollar sellers from partners who treat marketplace as a side project. We break down why operational excellence has to be in place before you ever enable your sales team, why executive sponsorship from the top of the organization is what keeps a marketplace strategy from collapsing into a single point of failure, and why product-led growth is no longer optional now that buyers, and increasingly AI agents, expect to try, buy, and deploy software without waiting on a human to close the loop, https://www.youtube.com/watch?v=pwyAP7yVy3I Key Takeaways Success on AWS Marketplace requires a comprehensive framework like COST, not just a simple checklist of tasks. Your product must be something customers actually want to buy, not a subpar offering used merely to test the waters. Operational excellence is required to ensure your marketplace motion has the sustainability to scale globally. Product-Led Growth (PLG) is essential for enabling frictionless procurement, especially as buyers shift toward agent-driven AI solutions. Executive sponsorship is critical; building a strategy without leadership buy-in will prevent it from gaining real traction. Sales alignment ensures reps are appropriately compensated and friction is removed, preventing them from avoiding marketplace transactions. 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 AWS Marketplace framework, COST methodology, product-led growth, agentic procurement, hyperscaler ecosystem, operational excellence, revenue friction, private offers, co-sell acceleration, strategic collaboration agreements, resilient architecture, cloud commitments, organizational transformation Key Tags Louise Strandoo Audio Episode [00:00:00] Louise Strandoo: Salespeople, rightly so. They don’t wanna introduce something that’s going to add a complexity to the deal. They’re like, why would AWS wanna be involved? [00:00:11] Vince Menzione: You can feel it happening. The ecosystem is shifting beneath us, the way Hyperscalers are partnering, how AI’s remaking the channel and what it means to win in 2026. [00:00:22] Louise Strandoo: Welcome to the Ultimate Partner Podcast. I’m Vince Menzi. Own [00:00:26] Vince Menzione: your host. And each week I sit down with leaders at the intersection of technology, partnerships and outcomes. The voices shaping how ecosystems actually work. We talk about what’s real, what’s changing, and what it takes to lead in this era where the partner channel isn’t just part of the strategy. [00:00:45] Vince Menzione: It is the strategy because being in the room changes everything. Let’s start. [00:00:53] Louise Strandoo: And Louise Strand, come on out. Come on up. Uh, our first, our first [00:00:59] Vince Menzione: Amazon executive at, at this session. Not our first ever, but our first at this session. [00:01:06] Louise Strandoo: Happy to be [00:01:07] Vince Menzione: thrilled to have you. I, why don’t we sit down on an, um, I’ll have you sit here and, you know, you get, take one of the ultimate partner pillows with you since you’re a first assignment attend. [00:01:15] Louise Strandoo: Wonderful. [00:01:16] Vince Menzione: Uh, [00:01:16] Louise Strandoo: good [00:01:17] Vince Menzione: to hear. So great to have you. I thought maybe we’d start, maybe, uh, with you, uh, explaining your role. Then we can start talking about costs, which is the subject is like near and dear, and we’ll talk about that, about what that is. But I want to keep people on their pins of their seats right now. [00:01:33] Vince Menzione: So tell us, tell us more about you and your role and your journey at AWS. [00:01:37] Louise Strandoo: Yeah, well thanks for having me. Good to see everybody in the room. Um, so my name’s Louise. I have spent the better part of the last nine and a half years at AWS and I spent almost that whole time, probably around eight years. In AWS Marketplaces business Development organization, um, I joined to help startups figure out how to scale their business on the marketplace. [00:02:00] Louise Strandoo: And from there, I grew into a number of different roles, helped ISVs figure out how to scale their marketplace business of all sizes. Um, I worked with some of our top sellers on the marketplace, figure out how to really scale their revenue through the marketplace. Today I am actually the lead of the data analytics and storage partner development team. [00:02:20] Louise Strandoo: Nice. Within the US Tech partnerships organization. So it’s been a really cool transition to go from like all marketplace focused. And throughout that time, marketplace kind of became the center of partnerships. Yep. Within our partner program. Um, so now I manage PDMs and partners and we still talk a lot about marketplace. [00:02:40] Louise Strandoo: Also everything else that we do as a partner. So it’s, um, it’s been a fun journey. [00:02:45] Vince Menzione: And we were talking about this earlier, like you started with Marketplace and then moved out where all the other organizations started from partnership and moved into marketplace. Mm-hmm. Almost the other up. And you have built a framework costs [00:02:59] Louise Strandoo: mm-hmm. [00:03:00] Vince Menzione: Characteristics of successful sellers. And I have a set of operating principles about successful partnering. So I’m really intrigued about this conversation. I was hoping you could walk us through it, like what are these characteristics and where do most partners fall short in terms of characteristics? [00:03:18] Louise Strandoo: Yeah, so, um, like all really good things, cost was an effort that I built alongside a bunch of other really smart people. And we started to have this conversation about what does, uh, you know, what does success look like? We we’re focused in the beginning, in my marketplace journey on getting. Partners to sell on the marketplace, getting them to list and adopt the features. [00:03:41] Louise Strandoo: And of course they’re like, why would we do this? And we’re like, that’s a great question. Let’s figure out like really what the why of this whole thing is. And as we started to get partners who were startups and some of our really large partners activated, we started to see all kinds of value and how marketplace was helping co-sell and all this good stuff. [00:03:59] Louise Strandoo: And we needed to figure out like how do we identify what is like the lightning in the bottle? So we looked across some of the most, uh, hypergrowth companies on the marketplace. Mm-hmm. Some of those startups that had really propelled into major success stories. And then some of those like really scaled enterprise sellers, the one [00:04:17] Vince Menzione: that got to a billion dollars. [00:04:18] Louise Strandoo: Exactly. The market, our billion dollar market market. Billion dollar sellers. Right? Yep. And we looked at what are the common characteristics that all of those partners embody. Yes. And how do we kind of. Define a framework that is not a checklist because a lot of us were doing that at the time. Here’s all the things that you should do to make it work well. [00:04:34] Louise Strandoo: It doesn’t really work from partner to partner. Everyone has a unique go-to market strategy. Yeah, so we developed costs to kind of be this overarching tool that partners can use to say, do we have the right kind of fundamental approach to how we’re going to market with AWS and how we’re thinking about the marketplace. [00:04:51] Louise Strandoo: Do we have the right tools to like bring our overall go-to-market strategy to A AWS and to the marketplace so we’re not doing two separate things. That was sort of the genesis of the idea. Makes [00:05:02] Vince Menzione: a lot of sense. [00:05:04] Louise Strandoo: So, um, the characteristics, there’s six of ’em. I won’t go into detail about every single one. [00:05:11] Louise Strandoo: Oh, [00:05:11] come [00:05:11] Vince Menzione: on. We’ll do that one. Yeah. We have some people in the room that are gonna be intrigued by this. Go ahead. [00:05:16] Louise Strandoo: So, um, the first pillar is. Partnership with AWS, you can’t do marketplace without figuring out what, what’s your overall partner strategy, right? So how are you using the partner programs to drive differentiation in your business? [00:05:30] Louise Strandoo: Yep. How are you using our funding programs to elevate the parts of your business that you really wanna accelerate? Um, and how are you thinking about your partner strategy with AWS overall? [00:05:40] Vince Menzione: Interesting. [00:05:41] Louise Strandoo: The second one is, uh, selection on AWS marketplace. [00:05:44] Vince Menzione: Product selection. [00:05:45] Louise Strandoo: That’s right. [00:05:45] Vince Menzione: Yeah. [00:05:46] Louise Strandoo: You gotta have a product on the marketplace that your customers wanna buy. [00:05:49] Louise Strandoo: I think the biggest thing that partners have done wrong over the years is they think, let’s do crawl, walk, run. We’re gonna put something up there that we’re not, you know, really excited about, but we’ll see how it does and then we’ll try to invest from there. [00:06:03] Vince Menzione: Mm-hmm. [00:06:04] Louise Strandoo: If you put something out there that nobody knows how to sell, then that you’re not excited about, your customers aren’t probably excited about it either. [00:06:09] Louise Strandoo: There’s no reason it’s gonna do well in the marketplace. [00:06:10] Vince Menzione: Yeah. It makes no sense to me. [00:06:12] Louise Strandoo: Yep. So you gotta have something good. You gotta have your marquee product, and then you wanna use features that are gonna help buyers actually access that product in a way that’s frictionless. Yeah. The third one is operational excellence. [00:06:25] Louise Strandoo: So that’s looking at how are you structuring your organization and investing in all the right processes that you need to scale the business. Reporting at a global scale, understanding how to recognize revenue and thinking about all of the in-between moments of. Being on the marketplace, creating an offer, how does your sales team gonna get in touch with you when you need to send that offer out? [00:06:47] Louise Strandoo: And how are you making sure that an alliance person isn’t trying to find an outlet in a random corner of an airport to send a private offer to a customer? All of that structural stuff to make the, the motion scale. [00:07:00] Vince Menzione: So we’re talking product led growth versus. One off or [00:07:04] Louise Strandoo: all of it? All of it. Okay. No matter what kind of partner you are, you have to have operational excellence. [00:07:08] Louise Strandoo: Yeah. To make sure that your marketplace and your partnership motion has sustainability and scale. The next two, I’ll kind of go through fast. There is, yeah. Um, partner commitment to marketplace revenue. So what do you really want Drive from a revenue perspective, right. How do you get your leaders bought in on that, and how do you set a goal that dictates what you’re doing? [00:07:28] Louise Strandoo: And then how do you define sales alignment? From a structural perspective to say we’re gonna remove friction that could get in the way of the field selling this thing. We’re gonna remove things that are, um, negating reps from wanting to go through marketplace because it’s impacting their comp. Yeah. Or it’s really hard. [00:07:46] Louise Strandoo: All of that kind of structural stuff goes into the sales alliance. [00:07:49] Vince Menzione: So there’s, yeah. I wanted to take this apart a little bit too, if you don’t mind. No [00:07:52] Louise Strandoo: problem. [00:07:53] Vince Menzione: Because I think about this a lot. So when you start talking about an organization, you’re talking about what this, we’ll call it an ISV Sure. Or an si, but. [00:08:00] Vince Menzione: You know, ISPs primarily is where it all started. They need to get their internal operational excellence. Right, exactly. Which means their, their ops piece. Yep. And their sales execution. They’re gonna to market all those things. The sales alignment side. Is that their sales teams [00:08:18] Louise Strandoo: correct. [00:08:19] Vince Menzione: Are compensated properly so that they don’t go around the systems. [00:08:22] Vince Menzione: Exactly right. They’re aligned. They’re aligned to go drive the right results. [00:08:25] Louise Strandoo: Exactly. [00:08:26] Vince Menzione: Because they’ve made commitments as well. [00:08:28] Louise Strandoo: Yeah. [00:08:28] Vince Menzione: Yeah. [00:08:29] Louise Strandoo: And I always talk about marketplace, like it is transformation. It’s different. It’s not what you’re doing today. [00:08:35] Vince Menzione: That’s right. [00:08:35] Louise Strandoo: Salespeople, rightly so. They don’t wanna introduce something that’s gonna add a complexity to the deal. [00:08:43] Louise Strandoo: They’re like, why would AWS wanna be involved? Stay away. So if that is already there and then on top of that Mm, they don’t get paid as much when they go direct. [00:08:53] Vince Menzione: Right? Right. [00:08:54] Louise Strandoo: They’re not gonna go through the market nice. [00:08:55] Vince Menzione: No, they’re not. [00:08:55] Louise Strandoo: They’re not gonna bring anything to you and the partnership team saying like, Hey, we really wanna figure out how to make this engine work with AWS So we have to do as much as we can to remove that friction from the experience. [00:09:06] Vince Menzione: So, you know, you mentioned private offers, which made me think about like product-led growth versus private offers. ’cause it’s, it feels like marketplace from the beginning. It’s changed. It [00:09:15] Louise Strandoo: has, [00:09:16] Vince Menzione: you’ve been doing this for a number of years. You were first to market with a marketplace. There was, I’ll call a lot of friction because there was channels and other, other routes to market direct selling. [00:09:27] Vince Menzione: Tell us, take us through some of those experiences. Yeah, yeah. Like what was that like? And then obviously you built cos because you had a lot of field engagement with these organizations trying to get them to go do it the right way. [00:09:38] Louise Strandoo: Right? [00:09:39] Vince Menzione: Yeah. [00:09:39] Louise Strandoo: So it’s interesting actually, when we built the marketplace. [00:09:42] Louise Strandoo: It was completely like a product-led growth motion, as in let’s just figure out a way to let AWS customers find amis in the marketplace. Developers are gonna go get it, and they’re just gonna buy it without any additional push from the field or like co-sell. That doesn’t need to happen. Then we heard from customers, Hey, this is great. [00:10:02] Louise Strandoo: But what we really want is also to be able to buy bigger contracts. We wanna customize our contracts, we wanna negotiate price when we’re buying this on behalf of, you know, large organizations. We’re not just buying what’s on the shelf. We need something more custom. So we introduced this concept of private offers to make sure that we could bring all of that customization into the process. [00:10:23] Louise Strandoo: And then we heard from customers saying, uh, we want to purchase from our preferred channel partners. We really wanna make sure that we’re, you know, not losing that source of, um, engagement with our really critical partners. So we had to figure out, hey, how can we make it so that we’re not competing with the channel? [00:10:41] Louise Strandoo: ’cause we’re not really a channel at all. Right. So we had to go and build our platform that allowed for channel partners to sell through the marketplace and augment that private offer piece to say, Hey, if you want, you can have a channel partner resell your product through the marketplace. So today we kind of see all of those as just different routes to market and different ISVs are gonna embrace different routes to market. [00:11:04] Louise Strandoo: First, the really important thing about costs is that it’s. Pushing partners to think about bringing their go to market strategy that works outside of the partnership to the marketplace. Mm-hmm. So if you’re an ISV that doesn’t sell with channel today, don’t start with channel partners on the marketplace. [00:11:21] Louise Strandoo: Right. If you don’t do product-led growth today, probably figure that out before you start doing it on the marketplace. Yeah. But if you’re doing those things, if you’re not doing those things, you should look at why not, and could we be doing those things and then we have the ways to bring it into your strategy with AWS marketplace. [00:11:38] Vince Menzione: So what separates the partners who kind of build this flywheel of success that you describe from those who treat it maybe as a side project? And do you, do you see less and less of that today too? I wanna, I wanna ask you. [00:11:50] Louise Strandoo: No, I think, um, the more mature the marketplace gets [00:11:57] Vince Menzione: Yeah. [00:11:58] Louise Strandoo: The more obvious some of the, uh, characteristics of success become and the more important. [00:12:06] Louise Strandoo: Embodying that framework becomes for partners as they grow to become the next billion dollar seller, right? And become the next a hundred million dollar seller. Um, I think a couple things come to mind for me. The first thing is that like at AWS overall, we talk a lot about like resilient architecture. We talk a lot about what does it look like to drive successful transformation. [00:12:29] Louise Strandoo: All of that has to happen in the partnership. Partners that have really strong marketplace motions with AWS, they do not have single points of failure. They are not expecting an alliance lead to manage everything and then have the business collapse if they leave. [00:12:46] Vince Menzione: Yeah. [00:12:46] Louise Strandoo: They figure out how to delegate and get buy-in from leadership so that they have multiple folks invested in the strategy for multiple angles so that there’s scalability and sustainability. [00:12:58] Louise Strandoo: Without that. You could do all the things right with costs and if there’s res, if there’s no resiliency, if there’s, if there’s a single point of failure, it doesn’t scale and it doesn’t last. [00:13:09] Vince Menzione: It’s so funny ’cause you haven’t seen my seven principles of, of successful partnering, but we talk about growth mindset, we talk about executive commitment and then clarity on your vision and what you’re hoping to achieve. [00:13:21] Louise Strandoo: Yeah. [00:13:22] Vince Menzione: Like that’s your internal victory. You’ve gotta get those things right. That’s exactly what you just said. A hundred [00:13:26] percent. [00:13:26] Louise Strandoo: And you can’t, you, you know, like if you don’t have that executive sponsorship, [00:13:30] Vince Menzione: yeah, [00:13:32] Louise Strandoo: great. You’ve done the cost framework, but where are you gonna go with it? [00:13:35] Vince Menzione: And it’s not just the sponsorship, it’s. [00:13:38] Vince Menzione: Up in, from the top of the organization all the way down to the selling floor. Completely. Right? [00:13:42] Louise Strandoo: Completely. [00:13:42] Vince Menzione: Everybody has to be aligned. Resources, investments all need to be aligned to this. Mm-hmm. [00:13:47] Louise Strandoo: Mm-hmm. [00:13:47] Vince Menzione: We’re speaking the same language earlier. A hundred percent. I love it. I love it. I love it. Um, so what does, we talked about product-led growth, but I want to maybe jump in here a little bit more. [00:13:58] Vince Menzione: Because I think it’s, it’s becoming more prevalent today, isn’t it? Yeah. It’s like, you know, we talked about private offer. It was really private offers, at least my perspective was a few years ago, I wanna buy something from you. Oh, you have a cloud commitment. I can access the cloud commitment. [00:14:13] Louise Strandoo: Yeah. [00:14:14] Vince Menzione: And so it was always the private offer thing that was going on behind the scenes, which required a lot of internal resources to go drive. [00:14:19] Louise Strandoo: Yep. [00:14:20] Vince Menzione: Let’s talk about product led growth. ’cause that becomes a fly more of a flywheel that’s automated Yeah. And allows you to sell while you’re sleeping kind of thing, you know? [00:14:28] Louise Strandoo: Totally. [00:14:29] Vince Menzione: Yeah. [00:14:30] Louise Strandoo: So I think, um, we have heard a lot from customers saying, okay, when we really need to negotiate and we need something custom, we wanna be able to do that. [00:14:40] Louise Strandoo: But we also wanna be able to purchase things quickly. We don’t wanna have to go out to dinner every time we need to upgrade, uh, like our licenses and get a new contract. We wanna be able to experiment and pick the things that resonate best with the line of business users that are, you know, increasingly taking some of that buying power. [00:14:59] Louise Strandoo: And I think especially now that we’re entering into, you know, the unprecedented, unprecedented times, it’s everything is AI like. There is more, um, pressure than ever to have users quickly figure out, does something add value to me and my business right now? And if it does, then I’m gonna keep using it, and if it doesn’t, I’m gonna go to the next thing. [00:15:22] Guest: Right. [00:15:22] Louise Strandoo: Product led growth is really about eliminating some of that I would say. Paperwork at the start of the process and putting the power in the hands of the user to say, can this product solve your challenge? And as more and more buyers are looking at Agen solutions, they wanna be able to try something, see if it works, and then quickly buy it without having to go through a whole bunch of steps because they have work that needs to be done right now. [00:15:54] Louise Strandoo: So the marketplace, that was our roots, like we started with this PLG motion. So we have all of that foundation to do it, and we’ve spent a lot of time over the last two, three years, like really investing in that from our engineering and roadmap perspective to build a whole bunch of features and capabilities that support product-led growth. [00:16:11] Louise Strandoo: We have things like free trials request, demo request, a private offer if you want to. Um, we introduced something, you know, last year that was an express private offer experience. Hey, you know, you want custom pricing. Request it and we’re gonna give it to you right away because the vendor has populated rate cards. [00:16:26] Louise Strandoo: Right? So all of those things I think are really important right now to say, yeah, when your customers like, wanna get going, now let’s stop. Putting barriers in the way and let your product actually show its value immediately. [00:16:38] Vince Menzione: And you were actually putting buttons or making buttons available Yeah. For people’s websites. [00:16:42] Vince Menzione: Exactly. So they could just say, click here and [00:16:43] Louise Strandoo: buy. Absolutely. We buy with a Ws. You can click from your own website, your own marketing pages to route them to the marketplace. If that’s the preferred way to transact, [00:16:50] Vince Menzione: yeah, why not? [00:16:51] Louise Strandoo: Yeah. [00:16:52] Vince Menzione: So you mentioned ai. We talked a little bit, I call it the tectonic shifts. [00:16:56] Vince Menzione: We, we’ve seen this incredible transformation happening so fast. And now we’re talking about agents. Right. And, uh, John Yo was over here from, uh, earlier from Sugar talking about like, what happens if the buyer is an agent? [00:17:08] Louise Strandoo: Totally. [00:17:09] Vince Menzione: Let’s talk about that. [00:17:10] Louise Strandoo: Yeah. I mean, I think that PLG and like is the right thing to enable a agentic procurement. [00:17:18] Vince Menzione: Yeah. [00:17:19] Louise Strandoo: If, um, you know, like in the, uh. 2019 when private offers were like, that was the big boom. We were like getting people to sign up on the marketplace. All we were focused on was private offers. So many sellers would have products on the marketplace where you’d click and purchase it and it would just say, thanks for buying, and it’d be like, we’ll get in touch with you and like a 24 hours and then we’ll figure it out. [00:17:42] Louise Strandoo: No worries. Thanks for buying. If that doesn’t work. If you’re an agent, it doesn’t work. An agent would be like, okay, this is like a dead end, right? Yeah. Agents are gonna look for products that they can purchase and begin using instantaneously. So yeah, product-led growth is like a really good, um, strategy that ISVs can use to future proof their business and make sure that they’re not just catering to an evolved. [00:18:06] Louise Strandoo: You know, procurement persona who maybe is looking for that faster transaction, but also preparing for that agent persona. Yeah. That is gonna be helping make software procurement scale. [00:18:17] Vince Menzione: So what do the partners in the room need to do to rethink how they think about this? [00:18:22] Louise Strandoo: I think there’s a couple things. I think you know, number one, you can look at the cost framework and start to use it as a jumping off point to evaluate your business. [00:18:31] Louise Strandoo: You can look through a bunch of resources that we’ve put out around costs, and one of the first blogs that I wrote has a Buzzfeed style quiz. You can go through and be like, where are we at? And if you realize after you run through that exercise that you’re farther away from where you wanna be in terms of partnering with AWS, it’s a really good dump like starting point to be like, great, here’s the challenges. [00:18:56] Louise Strandoo: But the biggest message I would relay to the partners is. Do not wait to try to go build this and then bring it to your executives and say, look what I built. It’s not gonna go anywhere. You need to go and use that as the cry to your leadership team. Like escalate. Now here’s the opportunity that we have with AWS. [00:19:17] Louise Strandoo: Let’s look at all of the awesome studies that we and our partners have put out over the years. Look at your competitors that are in the marketplace, your competitors that are partnering with AWS, and start there by saying, we’re. Behind or we’re missing in these areas. We could be doing, you know this, to make our product more a ag agentic ready. [00:19:37] Louise Strandoo: We could be doing more in marketplace to ensure that we’re capitalizing on the private offer business, and we need to figure out how we’re gonna drive commitment now so we can go and build this if you try to build it. Then show the value later. It’s gonna be really hard to then be pushing that boulder up the hill. [00:19:55] Louise Strandoo: So the more that you can lean into getting the sponsorship early on, you’re gonna have a much easier time then navigating, you know, all the hard work that comes with partnership co-sell, um, and, and everything kind of fun that we get to do once we get to go to market with our partners. [00:20:10] Vince Menzione: Do you have one piece of advice for each one of the. [00:20:13] Vince Menzione: Conditions or characteristics for, for, for this group to follow or [00:20:17] Louise Strandoo: think about? I think that, um, the, we didn’t talk about the last one, which is a good one to end on, which is enablement. [00:20:22] Vince Menzione: Yes. [00:20:23] Louise Strandoo: Enablement starts with like most of the time, ISVs in particular, and this, it goes for channel partners as well. [00:20:30] Louise Strandoo: They’re like, we gotta enable the field go and enable all the salespeople why they should do all this stuff. You have to do these things like in some sequence though. So if you go and enable the field, everybody do marketplace and they’re like, how? Where do we go, right? Do we send you the leads? Are we slacking you? [00:20:47] Louise Strandoo: Like are we emailing? Like what do we do? You have to then go back and be like, actually, our operational excellence isn’t sorted out. We need to do that first. And who needs to be enabled from that side of the house? Like don’t forget to enable your rev ops teams, your deal desk teams, all of the teams that are kind of essential to making your partnership with AWS Hum need to be enabled in the way that is relevant for their business. [00:21:10] Louise Strandoo: So when you, you know, think about like what do you need to do across all the pillars? It’s gonna be different depending on what your go-to-market focus is. If you’re a hundred percent focused on selling through SIS today and through channel, maybe product-led growth is not the top priority, but then you need to go and figure out, okay, so how have we. [00:21:28] Louise Strandoo: Figured out which partners we wanna work with on AWS and how have we enabled them and have we communicated that enablement to our salespeople? Are we removing unnecessary barriers to them transacting? That’s what you really gotta figure out. So it’s really about looking at how you execute outside of marketplace, outside AWS, figuring out what that, what are the strongest pieces that you do in your business today, across those pillars, and then asking to replicate that with your partnership with AWS. [00:21:56] Vince Menzione: Nice. So to the room here is, um, if someone in this room doesn’t, does one thing differently on the marketplace, what should it be? [00:22:08] Louise Strandoo: There’s so many things I can think about. I think like first [00:22:12] Vince Menzione: you’re coaching ’em [00:22:13] Louise Strandoo: individually, [00:22:13] Vince Menzione: by the way. Just think about it that way. [00:22:15] Louise Strandoo: One of the first things like, it depends on where you’re like, where you’re at in your journey. [00:22:18] Louise Strandoo: So like, quick show of hands, who is, um, a partner that is like using the marketplace today? [00:22:26] Vince Menzione: There’s quite a few actually. [00:22:27] Louise Strandoo: Okay. Awesome. Thank you for helping drive the marketplace. So for those of you that raised your hands, like my sentiment to you all would be figure out how you are incorporating marketplace as the center of your strategy with AWS. [00:22:44] Louise Strandoo: We are increasingly using marketplace as the point of scale for all things about partnership. All things funding are like increasingly requiring some hook into marketplace. So we can actually provide more funding and scale increase like more. So think about like how do you use marketplaces that like center of your partnership, um, for those of you that are not on the marketplace today and are thinking like, is this something that is valuable to me? [00:23:15] Louise Strandoo: Is this something that I should think about and do? You should absolutely. Go look at who are your competitors? Who are the folks that are already out there on the marketplace and, and why aren’t you there? And then you should start to look at what are the characteristics of successful sellers to map out What could we do and what’s the kind of order of operations that we should take to figure out like, how do we get there? [00:23:40] Louise Strandoo: How do we have a plan from the beginning to get buy-in for our partnership with AWS so that we’re not going about it, expecting that it’s gonna just like drive a bunch of leads to the business. It’s not what it does well, but it is gonna help accelerate the way that you co-sell with AWS, which can be a tremendous value add when done appropriately. [00:23:58] Louise Strandoo: So I think, yeah, like figure out the right way that it’s gonna unlock business value depending on what’s most important to your priority. Um. Today [00:24:08] Vince Menzione: we have about three and a half minutes, and I, I’m eager to see if there’s any questions. I, I, um, I, John’s right here with the mic and I love that. I love the, want to get the interaction here in the room. [00:24:19] Louise Strandoo: Yeah, [00:24:20] Vince Menzione: it’s a great group. [00:24:25] Guest: Oh, [00:24:29] Vince Menzione: can they light up that mic? Maybe [00:24:33] Louise Strandoo: Good. [00:24:37] Vince Menzione: There you go. That’s fine. There you go. It’s working. Alright. [00:24:41] Guest: Thank you so much. This is a really great presentation, first of all. I love it. Um, I’m actually part of the, uh, the GSI, so I work cognizant. My name is Ana Hill, um, and I’m manage alliances with ServiceNow. Um, our goal is in the really near future to really engage with all the hyperscalers in sell. [00:25:00] Guest: So that’s one thing. But my interesting, my question is how do you, how, how does AWS measure success? Of the partners who are on your platform, what are the metrics? How do you determine which partners are actually successful and what other partners can use to learn from that? [00:25:19] Louise Strandoo: Yeah, that’s such a great question. [00:25:21] Louise Strandoo: So, um, something that I think is like super helpful that you bring up is cost is not a, um, a scorecard that says everybody that does all these things is a good partner. It’s basically inputs that we have come up with that are supposed to help with the partnership outcomes. Um, so partners, we measure a whole bunch of different things. [00:25:47] Louise Strandoo: I think PDMs and my team carry goals across like seven different categories. There’s a couple of big things that we look at. We look at the revenue that you drive through the marketplace, so whether that’s through private offers or through your self-service business or through. Selling through a reseller, or if you are the reseller, like what is that resell business or driving? [00:26:05] Louise Strandoo: Um, we look at what are the opportunities that you’re bringing and sharing with AWS and that you’re launching. So through our lead sharing mechanism. Not only what are you launching, but what are you sharing with us that is qualified that you’re bringing the field into? Um, we look at things like migrations and migration, realized revenue. [00:26:25] Louise Strandoo: How are you helping drive customers to the cloud? And how are you helping customers not just get everything set up, but you start actually using it. Um, so we really are gonna look across like a multitude of those metrics and when we look at like which partners are kind of leading the way. We’re gonna start to look at the revenue in those buckets, right? [00:26:44] Louise Strandoo: Like who’s sharing and bringing and growing with us? Who’s bringing more opportunities to engage before it happens on the marketplace? Who’s actually completing that transaction? And then who are helping who, who are the partners? Kind of like leading those big types of transformations, migrations, and, and realize revenue. [00:27:00] Louise Strandoo: This is really great. Yeah. Yeah. [00:27:04] Vince Menzione: Thank you. Any other questions? Come on. We’ve got 30 seconds left. We have time for that one last question. Run over there. John. Come on. [00:27:17] Guest: Thank you again, a great, uh, presentation. One question I had is, uh, this morning, right Jay from, uh, oia, right? He identified a whole bunch of, uh, companies that are doing. [00:27:28] Guest: More than a billion dollars in revenue with AWS. [00:27:30] Louise Strandoo: Mm-hmm. [00:27:31] Guest: What would you say are one or two top qualities among these companies that help some drive? I can give [00:27:36] Louise Strandoo: six. And they’re all of these. Yes. [00:27:39] Vince Menzione: The cost, [00:27:40] Louise Strandoo: but like, I think, um, so I love it. Yeah. My, my team we’re working on some content to better capture, like Yeah. [00:27:48] Louise Strandoo: You, you’ve gotten there, you’ve done the six basic things. Now what happens when you’re a billion dollar business? What does it look like there? It’s a lot of the same stuff, right? Like billion dollar billers on the marketplace. They embody that resilience, for example, in their operational mechanisms. [00:28:03] Louise Strandoo: They’re moving beyond the point of there being like one person that creates private offers and they’re like just part of the partnership team. They activate their, um, their deal desk to really manage private offers and marketplace business at scale. They’re integrating their pipeline to share deals proactively through their CRM system and they have really targeted enablement that is. [00:28:24] Louise Strandoo: Really pushing to the field to make sure that every person in their team understands the value of cloud value of AWS and how marketplace accelerates the pipeline. So the more mature that you become as a marketplace seller, like the more that cost is relevant to help keep you on track and be that kind of north star to say like, you could do a cool bunch of stuff with us, but here’s really where you wanna check and see, like what can you do to evolve the business to the next stage? [00:28:49] Vince Menzione: What you’ve said is so like impactful and we have some experts in the room that do this. They help these organizations better understand it’s really getting into your field organization to help them understand how to. How to show up for meetings with AWS re, like how to, how to, uh, co-sell together, how to think about going after these opportunities. [00:29:09] Vince Menzione: What, when you’re, when you’re talking to customers, potential customers about their cloud commitments, like what are the right questions to ask in the pro? There’s so many things, like I’m sure the costs six has like 150 each [00:29:21] Louise Strandoo: Easily [00:29:21] Vince Menzione: steps. Yeah. You know, to it. [00:29:24] Louise Strandoo: Yeah. And I think like, just to follow on that. [00:29:26] Louise Strandoo: Um, we have partners who have gone and they’ve been like, okay, we’re getting a strategic collaboration agreement with AWS. We’re getting funding, and if they don’t have this, it doesn’t work. It doesn’t work. It fails. So this is really like, yeah, it’s about building that resilient architecture to say, if we go big, do we have the execution plan to succeed? [00:29:47] Louise Strandoo: You can’t start with a plan to say, give us a bunch of funding and we’ll go do it. Your salespeople will say. Know what that is. Don’t care. Yeah. So you have to put all of that, you know, all of those building blocks in first to make sure that we can actually execute. [00:30:01] Vince Menzione: You need alignment from the executive suite down to the selling floor. [00:30:05] Louise Strandoo: A hundred percent. [00:30:06] Vince Menzione: Yeah. [00:30:06] Louise Strandoo: Yep. [00:30:06] Vince Menzione: That’s really what it’s all about. [00:30:07] Louise Strandoo: Yep. [00:30:08] Vince Menzione: Louise, thank you so much. It’s been incredible. So great to have you join us. Thank you [00:30:15] so [00:30:15] Louise Strandoo: much. Yes, thank [00:30:16] Vince Menzione: you. [00:30:16] Louise Strandoo: Thank you, [00:30:16] Vince Menzione: thank you. Thanks for listening to The Ultimate Partner Podcast. If today’s conversation resonated. Share it with a partner leader in your network. [00:30:26] Vince Menzione: Subscribe where you listen, and head over to the Ultimate partner.com for show notes related content and the resources for this episode. And if you haven’t already, now’s the time to register for the Ultimate Partner Live event in Reston, Virginia, October 26th through October 28th. Until next time, keep showing up in the rooms that matter because being in the room changes everything.

This week: Microsoft and Amazon both reported quarterly numbers, and both stocks rose on cloud results that beat expectations. Is AI spending is paying off in real business? And in related news, Microsoft sees a rare annual headcount decline, hitting product R&D hardest. Plus: Satya Nadella builds a Power BI dashboard out of an analyst's research report, and touts it on the earnings call to make a bigger point. Jeff Bezos names Amazon's chips business as the long-awaited fourth pillar. And AI House managing director Jacob Colker delivers a much-needed pep talk for Seattle tech, calling on the region to recognize and build on its strengths. With GeekWire co-founders Todd Bishop and John Cook. Related stories and links: Microsoft and Amazon earnings Microsoft Azure tops $100B in annual revenue as record AI spending cuts into cash flow AWS is 'booming,' but Amazon's free cash flow turns negative on record AI spending Microsoft R&D jobs drop for second straight year as total headcount falls for first time in a decade Which Microsoft businesses are growing and shrinking, according to obscure table in regulatory filing Amazon's fourth pillar Jeff Bezos says this business is becoming Amazon's next 'pillar' A rallying cry for Seattle tech Watch: A venture capitalist's passionate speech, a rallying cry, really, about Seattle Seattle's AI2 Incubator rebrands as AI House, and adds key investor as managing director 'I'm tired of that narrative': Seattle VC pushes back on tech exodus talk The Washington tech ecosystem New map traces Washington state's tech 'universe' to a few key hubs, and shows what's at risk After hiring AWS exec and raising $107M seed round, Virginia startup plants flag in Seattle area GeekWire's Seattle engineering centers list See omnystudio.com/listener for privacy information.

Anthropic revealed Claude broke into three real organizations during cybersecurity tests it thought were simulations. Apple slid 10% as component shortages hit its outlook, Amazon jumped on accelerating AWS growth and a $220B capex plan, and Aschenbrenner's fund cratered 67%. Anthropic Says Claude Hacked Into 3 Organizations During Cybersecurity Tests (Wired) Apple Slides Most Since 2025 After Supply Shortages Hurt Outlook (Bloomberg) Amazon Shares Jump as Cloud Sales—and Spending—Accelerate (WSJ) Letter: Situational Awareness is down ~67% in July, but remains up ~80% in 2026; sources say it planned to sell $3.5B of its Anthropic stake but backed out (WSJ) Longreads How TikTok, Reels, and Amazon storefronts enabled microinfluencers with less than 100K followers to earn middle-class salaries via brand and affiliate deals (Bloomberg) What happiness researchers say about enjoying your time off: anticipation is a free source of pleasure, company beats going solo, and build in some physical challenge (Washington Post) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sean Martin catches John Sotiropoulos and Rock Lambros at the end of the OWASP GenAI Security Summit, held alongside Infosecurity Europe 2026 at ExCeL London. Both are deep in the standards work: John Sotiropoulos co-leads the OWASP Agentic Security Initiative and sits on the board of the OWASP GenAI Security Project, and Rock Lambros serves as Director of AI Standards and Governance at Zenity and co-leads the OWASP Top 10 for LLM 2026 update. The headline from the day is the launch of the Agentic Security Council, bringing Oxford University, Queen's University Belfast, CSIT, and other research institutions into the same room as practitioners and industry. John Sotiropoulos frames the reasoning bluntly: content on its own does not create change. Papers and Top 10 lists matter, but they only matter if the people building and defending systems can act on them. The number that reframes everything is twenty-two seconds. That is the average time from an initial access event to the next attacker action, down from eight hours. John Sotiropoulos puts the question directly to anyone still running a human-speed playbook: how do you respond to that? A panel on incident response with participants from AWS and Microsoft, a keynote from Microsoft's National Security Officer, and a walkthrough of the State of Agentic Security and Governance report all point at the same shift toward runtime security. Rock Lambros brings a different kind of grounding. For the first time in the four-year history of the OWASP Top 10 for LLM, the update draws on a corpus of reported incidents rather than opinion and community vote alone. It is one data point among several, but it is data, and that changes what the list can claim. A panel with the heads of AI security at Deloitte supplies the operational counterweight. As one of them puts it, security has to stop being the Ministry of No, because people will route around it and ship anyway. The report's adoption tiers and maturity levels exist for exactly that reason: security that lives only inside a PDF is not security. The invitation from both John Sotiropoulos and Rock Lambros is the same. Join the work. Research, red teamers, defenders, builders, and SecOps all looking at one view of what is actually happening is the only version of this that scales to machine speed. ⬥HOST⬥ Sean Martin, CISSP | Co-Founder, ITSPmagazine & Studio C60 | Host, Redefining CyberSecurity Podcast & Music Evolves Podcast | https://www.seanmartin.com/ ⬥GUESTS⬥ John Sotiropoulos, Deep Cyber | Co-Lead, OWASP Agentic Security Initiative; Board Director, OWASP GenAI Security Project | On LinkedIn: https://www.linkedin.com/in/jsotiropoulos/ Rock Lambros, Director of AI Standards and Governance, Zenity; Founder, RockCyber | Co-Lead, OWASP Top 10 for LLM 2026 | On LinkedIn: https://www.linkedin.com/in/rocklambros/ ⬥RESOURCES⬥ Infosecurity Europe 2026 is taking place June 2-4, 2026 | ExCeL London. Follow our coverage: https://www.itspmagazine.com/infosecurity-europe-2026-infosec-london-cybersecurity-event-coverage OWASP GenAI Security Project | https://genai.owasp.org Contribute to the OWASP GenAI Security Project | https://genai.owasp.org/contribute The Future of Cybersecurity Newsletter | https://www.linkedin.com/newsletters/7108625890296614912/ Redefining CyberSecurity Podcast | https://www.seanmartin.com/redefining-cybersecurity-podcast On Location | https://www.itspmagazine.com/on-location

She credits three people with transforming her career trajectory at AWS and beyond. Tatiana got her into AWS. Wayne sponsored her advancement within it. Dan helped her break into venture capital as a partner at Felicis Ventures. She did not stumble into these relationships. She built them intentionally, maintained them with discipline, and gave back at every stage — even when what she could give seemed small compared to what she was receiving. Nancy was Director and General Manager at AWS Data Protection when this episode was recorded. She has since been promoted to CTO. She is also the founder of Advancing Women in Tech (AWIT), a venture partner at Felicis Ventures, and served on the board of UPenn's School of Engineering Online. She gave the commencement speech at the University of Pennsylvania. The central idea of that speech: build your personal board of directors. In this episode, she breaks down the full framework. You'll learn: Why she calls her personal board of directors the most important career strategy she has used, and what it gave her that mentors, managers, and luck could not. The three specific people on her board, what each one did for her, and how those relationships were built over time rather than asked for upfront. The right way to ask for raw, unfiltered feedback from someone who outranks you significantly — including why the first or second meeting is almost never the right time, and what you need to establish first. Why follow-through is a bigger differentiator than IQ, communication skills, or credentials. "They need to want it more than you want it for them" — the advice from her own board member that she now uses with every mentee she works with. How compound interest applies to professional relationships: why small, consistent gestures build more than a single impressive one, and what she does quarterly to keep her board relationships healthy without it feeling transactional. She was preparing to meet a Fortune 500 CEO to ask him to join her board. His dog had just had surgery. She planned to bring dog treats. The reminder: every successful person is still just a human being, and treating them that way is both the right approach and the most effective one. The Lululemon wardrobe mistake: her first Silicon Valley job, she bought a whole new wardrobe to fit in with the casual culture. Hated it. Didn't feel herself. What she learned about knowing who you are and using that as a career filter rather than a liability. Why at her leadership level she says no far more often than yes, why she uses Amazon's "have backbone, disagree and commit" principle to push back when the room disagrees with her, and what she tells her mentees about having the courage to hold the unpopular opinion. About Nancy: At the time of this recording, Nancy was Director and General Manager, AWS Data Protection at Amazon Web Services. She has since been promoted to CTO. She is also the founder of Advancing Women in Tech (AWIT), a venture partner at Felicis Ventures, and has served on the board of directors of the UPenn School of Engineering Online. AWIT's Coursera curriculum has reached tens of thousands of learners globally. Advancing Women in Tech: https://www.advancingwomenintech.org/

Amazon (AMZN) is rallying after strong earnings, and CFRA's Arun Sundaram says investors are finally becoming comfortable with the company's massive A.I. capital spending. He says Amazon continues to deliver strong operating margins in AWS, showing those investments are beginning to pay off.Sundaram maintains a Strong Buy rating and a $335 price target on Amazon, arguing the stock remains undervalued as analysts continue to underestimate the company's long-term earnings and growth potential.======== 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

Markets are higher heading into Friday's open as investors digest developments in the Middle East and another round of major tech earnings. Jenny Horne discusses why crude oil is ticking higher following the latest regional headlines.On the earnings front, Apple (AAPL) is pulling back from its all-time highs as weak guidance overshadows a record quarter, while Amazon (AMZN) is surging on strong AWS growth and upbeat results.======== 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

Amazon (AMZN) is rallying after earnings, and TripleLift's Rob Deichert says the company's powerful combination of retail, A.I., and advertising continues to drive growth. He points to Amazon's vast retail data, expanding AWS infrastructure, and integrated business model as creating a powerful competitive flywheel.Deichert also says Amazon continues to innovate while showing no meaningful signs of a slowing consumer.======== 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

Tech earnings wrap up a busy week as investors react to results from some of the market's biggest names. Jenny Horne explains why Amazon (AMZN) is rallying after its strongest AWS growth since 2021, while Apple (AAPL) slips despite reporting its "best quarter ever" as guidance and spending concerns weigh on the stock. Reddit (RDDT) also falls after warning of choppy search referral traffic.======== 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

Arena Co-Founder Anastasios Angelopoulos talks with TITV Host Akash Pasricha about AI model security hacks. We also talk with Rosenblatt Securities' Barton Crockett about Apple's supply chain constraints and Mizuho's Lloyd Walmsley about AWS cloud growth acceleration. Plus, our editors Martin Peers and Nick Wingfield discuss Big Tech earnings, Tim Cook's legacy and what's next for Apple under John Ternus. Articles discussed on this episode: https://www.theinformation.com/articles/silicon-valley-looks-new-biotech-frontier-montana https://www.theinformation.com/newsletters/the-briefing/amazons-cloud-surge-wins-wall-street Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The US and Israel are considering a land blockade of Iran to increase economic pressure, senior Israeli sources told The Telegraph. The plan could involve urging neighbouring countries and regional partners to restrict border crossings and trade.Iran's IRGC said two offending tankers were hit and stopped, and four offending tankers quickly changed course. Additionally, the IRGC said the Strait of Hormuz is closed, and any transit and movement will be possible only with the coordination of the IRGC Navy. BoJ kept rates unchanged at 1.00%, as expected, through an 8-1 vote, with board member Takata the dissenter who proposed a 25bps rate hike. Little move seen in Japanese assets following the announcement and Governor Ueda press conference. US equity futures are firmer, with Amazon surging pre-market (+12%) after reporting faster AWS growth.Fixed income benchmarks are mixed and way off best levels as energy prices rebound following recent reporting of a land blockade and hit tankers (Brent +0.3%).Looking ahead, highlights include Canadian GDP (May), US University of Michigan Final (Jul). Speakers include BoE's Pill, Fed's Hammack, Logan & Kashkari. Earnings from AbbVie & Chevron. Scope Ratings update on Switzerland.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Der Hedgefonds des 25-Jährigen Leopold Aschenbrenner, war vierfach gehebelt auf die KI-Rally gesetzt, lag im ersten Halbjahr 450 Prozent im Plus und musste dann innerhalb von Stunden fast alles verkaufen. Ken Griffins Citadel hat die Reste eingesammelt. Pip erklärt, wie Margin Calls funktionieren, warum so ein Blocktrade für den Käufer beinahe risikofreies Geld ist und welche drei Erklärungen es für Aschenbrenners Aufstieg gibt. Danach senkt OpenAI die Preise um bis zu 80 Prozent, was zu der Frage führt, ob es je eine Softwarekategorie gab, die so schnell billiger wurde. Es folgt die große Earnings-Runde mit Apple, Microsoft, Meta, Amazon, Reddit und Robinhood, und die Beobachtung, dass zwei Konzerne für denselben Capex völlig unterschiedlich behandelt werden. In der Schmuddelecke will Josh Kushner Anteile an der Weltmeisterschaft kaufen, und Google Earth lässt jeden ein Atomkraftwerk in den Iran setzen. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Aschenbrenner und Citadel (00:20:11) OpenAI senkt Preise (00:30:00) Anthropic-Modelle hacken (00:32:55) OpenAI-Umsatz (00:36:00) Tesla und SpaceX (00:39:35) Apple (00:43:58) Microsoft (00:46:18) Meta (00:54:23) Amazon (01:08:25) Reddit (01:09:24) Robinhood (01:12:50) FIFA-Ultimatum (01:15:12) Gefälschte Satellitenbilder (01:17:43) LinkedIn-Slop-Button (01:23:46) Pentagon gegen Anthropic (01:26:25) Durow Shownotes Situational Awareness sucht Kapital nach KI-Ausverkauf - ft.com Citadel kauft Aschenbrenners Aktienportfolio - ft.com OpenAI senkt GPT-5.6-Preise um bis zu 80 Prozent - axios.com Anthropics Modelle hackten drei Firmen im Test - wsj.com Juli-Umsatz uebertrifft das ganze zweite Quartal - cnbc.com Tesla erwaegt Verkauf des China-Geschaefts - wsj.com Apple-Quartalszahlen im Liveticker - cnbc.com Apple bremst wegen Engpaessen in der Lieferkette - ft.com Microsoft-Quartalszahlen, Azure knackt 100 Milliarden - cnbc.com Groesster Kurssprung der Firmengeschichte - finance.yahoo.com Meta-Aktie faellt nach Zuckerbergs Agenten-Vision - ft.com Amazon erhoeht KI-Investitionen auf 220 Milliarden - ft.com Amazon-Quartalszahlen, AWS waechst 37 Prozent - cnbc.com Big Tech investiert mehr als eine Billion in KI - ft.com Reddit-Quartalszahlen, Umsatz plus 61 Prozent - cnbc.com Robinhood mit Rekordumsatz durch Volatilitaet - marketwatch.com Infantino setzt FIFA-Verbaenden eine Frist von 53 Tagen - telegraph.co.uk Wie man ein Atomkraftwerk in den Iran faelscht - digitaldigging.org LinkedIn fuehrt einen Melde-Button fuer KI-Schrott ein - 404media.co Richterin zerlegt den Pentagon-Fall gegen Anthropic - axios.com Durows Reaktion auf den russischen Haftbefehl - xcancel.com

Send us Fan MailTitle: What's New in Cloud FinOps - June 2026Hosts: Frank Contrepois and SteveOSummaryIn this episode, Frank and SteveO navigate through the latest cloud offerings and AI advancements, revealing how these updates impact performance, costs, and operational strategies across Azure, AWS, and AI applications. Stay tuned for insights into new VM generations, cost management tools, and cutting-edge AI features.Key Topics:Azure's new Cobalt 200V and 100V VMs deliver up to 50% better CPU performanceIntroduction of AWS's Metal 48XL/96XL and enhanced EC2 instances with sixth-generation Intel XeonLatest AWS Graviton 5 processors offering up to 25% better compute performanceEnhanced Amazon EC2 G7 instances powered by Nvidia RTX Pro 4500AWS Cost Management updates, including automatic cost anomaly investigations and new billing toolsAWS's support for region-agnostic throughput reservations in AzureThe rise of AI and automation in cost optimization: new tools, models, and use casesCloud vendors' announcements on energy-efficient storage, reserved pricing, and billing analysis toolsTimestamps:00:00 - Cloud news roundup: performance boosts in Azure VM series00:20 - Azure's new Cobalt 200V VMs: performance and AI workload optimization01:32 - AWS launches Metal 48XL/96XL: CPU advancements and network enhancements02:50 - Introduction of AWS M9G/M9GD instances with AWS Graviton 5 processors04:36 - AWS's latest EC2 G7 instances with Nvidia RTX GPUs for AI and visual workloads05:43 - Cost efficiency improvements with new pricing models and snapshot billing09:28 - Redshift advances with manual snapshot cost reductions10:12 - AI models on Bedrock: GPT 5.5, Codex, and OpenAI integrations12:24 - Innovations in cloud billing: cost explorer, cost anomaly detection, and billing account tools13:00 - Cost & Usage Report 2.0 enhances S3, Athena, and Redshift integration14:23 - Google Cloud billing updates: report export improvements and new filtering options15:19 - AWS's right-sizing and resource optimization enhancements16:12 - Cost explorer AI integrations and automated cost investigations17:10 - New AI-powered tools for cost anomaly root-cause analysis18:16 - Multi-project billing views and resource management in AWS19:04 - Advanced export configurations to streamline billing data handling20:06 - Google Cloud's spot VM real-time availability features21:36 - Enhanced tagging, resource management, and API capabilities in AWS and Google Cloud24:11 - Azure's VM retirements, storage, and reservation updates26:15 - Redshift's new upfront pricing options for reserved instances27:35 - Global provisioned throughput reservations now regional in Azure for flexibility28:44 - Storage charges optimizations and vector query cost reductions on S330:10 - Using finops.frankcontrepois.com for AI-driven FinOps34:08 - The importance of separating AI from automation in cloud efficiency strategies36:17 - Resources like the Phoenix Project and The Goal for understanding process optimization and AI impact37:34 - Support for new resource types and idle recommendation expansion in AWS Compute Optimizer38:50 - Cost and performance insights into specific resource wastage39:16 - AWS's State of Cost Efficiency Report: benchmarking and industry insights40:52 - AWS FinOps agents preview: automated cost and anomaly management workflows42:23 - Programmatic savings plan management and AWS workload optimization43:47 - Cost attribution and telemetry for large language models (LLMs) on Bedrock44:10 - AWS WAF's new AI traffic monetization capabilities for API access control45:45 - Azure Cosmos DB's new cost estimator tool for pre-provisioning modeling46:52 - Top three news picks: upcoming cloud innovations and AI advances47:35 - The growing role of FinOps and AI operational tools in cloud cost managementResources:FinOps toolThe Phoenix ProjectThe Goal by Eliyahu M. GoldrattConnect with the Hosts:Frank - LinkedInSteveO - LinkedIn

En el episodio de hoy, Juan Manuel de los Reyes y José Calero analizaron los resultados de Amazon y Apple, dos gigantes tecnológicos que enviaron mensajes muy distintos al mercado. Amazon sorprendió con un crecimiento de AWS de 37% y ventas récord superiores a $200 mil millones, impulsada por la fuerte demanda de inteligencia artificial. Apple, aunque reportó el mejor trimestre de junio de su historia, cayó en bolsa por preocupaciones sobre restricciones de suministro, una guía poco clara y debilidad en su guia de resultados. Además, comentaron los resultados de ExxonMobil, que mostró un sólido desempeño operativo pese a un ligero incumplimiento en ganancias por acción.

Cloud Posse holds LIVE "Office Hours" every Wednesday to answer questions on all things related to AWS, DevOps, Terraform, Kubernetes, CI/CD. Register at https://cloudposse.com/office-hoursSupport the show

Donald Trump presenteert via zijn Board of Peace een akkoord waarbij Hamas en andere gewapende Palestijnse groeperingen in Gaza instemmen met een gefaseerde ontwapening. In ruil daarvoor zouden Israëlische troepen stap voor stap uit de Gazastrook vertrekken en een internationale stabilisatiemacht samen met een nieuwe Palestijnse politiemacht de veiligheid gaan waarborgen. Maar van een definitief akkoord is allerminst sprake: Israël heeft het akkoord niet ondertekend en reageert volgens media vooralsnog sceptisch. In Spanje escaleert de situatie rond de exclave Ceuta, waar mogelijk 20.000 migranten na een zwemtocht proberen de EU te bereiken. De lokale overheid vraagt om de noodtoestand, minstens 18 mensen komen om het leven en de regionale regering spreekt van een nationale veiligheidscrisis. Intussen dreigt premier Pedro Sánchez de grens met Marokko te sluiten, terwijl Italië het Schengenverdrag met Spanje deels wil opschorten. Op de financiële markten zetten Apple en Amazon uiteenlopende lijnen neer in hun nieuwste kwartaalcijfers. Apple verwacht door een tekort aan geavanceerde chips een lagere groei dan gehoopt en compenseert hogere kosten met prijsverhogingen en goedkopere modellen, terwijl Amazon juist fors investeert in nieuwe datacenters nu de clouddivisie AWS met 37% groeit en beleggers het expansieverhaal overtuigend vinden. Deze omschrijving is met AI gemaakt en gecontroleerd door een BNR-redacteur. Over deze podcast BNR Nieuws Vandaag is de podcast met daarin BNR Ochtendnieuws en BNR Avondnieuws. Je krijgt ’s ochtends vroeg en aan het einde van de werkdag in 20 minuten het belangrijkste nieuws van de dag. Abonneer je via bnr.nl/podcast/bnrnieuwsvandaag, de BNR-app, Spotify en Apple Podcasts. Of luister elke dag live via bnr.nl/live.See omnystudio.com/listener for privacy information.

Die Wall Street startet freundlich in den Freitag, mit dem Nasdaq aber unter den Tageshochs. Nach der kräftigen Erholung vom Donnerstag setzen Anleger weiter auf eine Stabilisierung der KI-Aktien. Auslöser ist zum einen die Entspannung rund um den Hedgefonds Situational Awareness, dessen Portfoliotransaktionen zuletzt als wesentlicher Treiber der massiven Verkäufe im KI-Sektor galten, zum anderen eine überzeugende Zahlenflut aus dem Technologiesektor. Im Mittelpunkt steht Amazon. Der Konzern steigerte den Umsatz um 20 Prozent, das Cloud-Geschäft AWS wuchs um beeindruckende 37 Prozent, das stärkste Wachstum seit 18 Quartalen, und die operative Marge erreichte außergewöhnlich hohe 39,4 Prozent. Gleichzeitig zeigt sich jedoch die Kehrseite des KI-Booms: Der freie Cashflow rutschte auf minus 9 Milliarden US-Dollar, während die Investitionen in KI-Infrastruktur auf rund 220 Milliarden US-Dollar erhöht werden. Apple legte zwar bessere Quartalszahlen als erwartet vor, belastete die Börse jedoch mit einem schwächeren Ausblick. Vor allem das Dienstleistungsgeschäft sowie das China-Geschäft blieben hinter den Erwartungen zurück, während das Management für das laufende Quartal auf Lieferengpässe und Währungseffekte verwies. Makroseitig richtet sich der Blick heute auf den Arbeitskostenindex, den Einkaufsmanagerindex aus Chicago sowie das endgültige Verbrauchervertrauen der Universität Michigan. International sorgen die überraschend restriktiven Signale der Bank of Japan, schwache chinesische Einkaufsmanagerindizes und eine leicht über den Erwartungen liegende Kerninflation in der Eurozone für zusätzliche Aufmerksamkeit. Unter den weiteren Unternehmenszahlen überzeugen Chevron, Reddit, Eaton, MasTec und DexCom mit starken Ergebnissen und teils angehobenen Prognosen. Coinbase und Roblox enttäuschen dagegen mit schwächeren Geschäftszahlen und einem verhaltenen Ausblick. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Werbung | Handelsblatt mit 50% Rabatt: Sichert euch jetzt für 12 Monate vollen Zugriff auf alle digitalen Inhalte des Handelsblatts mit 50% Rabatt. Alle Infos zum Angebot findet ihr unter: www.handelsblatt.com/rabatt50 Die Wall Street startet freundlich in den Freitag, mit dem Nasdaq aber unter den Tageshochs. Nach der kräftigen Erholung vom Donnerstag setzen Anleger weiter auf eine Stabilisierung der KI-Aktien. Auslöser ist zum einen die Entspannung rund um den Hedgefonds Situational Awareness, dessen Portfoliotransaktionen zuletzt als wesentlicher Treiber der massiven Verkäufe im KI-Sektor galten, zum anderen eine überzeugende Zahlenflut aus dem Technologiesektor. Im Mittelpunkt steht Amazon. Der Konzern steigerte den Umsatz um 20 Prozent, das Cloud-Geschäft AWS wuchs um beeindruckende 37 Prozent, das stärkste Wachstum seit 18 Quartalen, und die operative Marge erreichte außergewöhnlich hohe 39,4 Prozent. Gleichzeitig zeigt sich jedoch die Kehrseite des KI-Booms: Der freie Cashflow rutschte auf minus 9 Milliarden US-Dollar, während die Investitionen in KI-Infrastruktur auf rund 220 Milliarden US-Dollar erhöht werden. Apple legte zwar bessere Quartalszahlen als erwartet vor, belastete die Börse jedoch mit einem schwächeren Ausblick. Vor allem das Dienstleistungsgeschäft sowie das China-Geschäft blieben hinter den Erwartungen zurück, während das Management für das laufende Quartal auf Lieferengpässe und Währungseffekte verwies. Makroseitig richtet sich der Blick heute auf den Arbeitskostenindex, den Einkaufsmanagerindex aus Chicago sowie das endgültige Verbrauchervertrauen der Universität Michigan. International sorgen die überraschend restriktiven Signale der Bank of Japan, schwache chinesische Einkaufsmanagerindizes und eine leicht über den Erwartungen liegende Kerninflation in der Eurozone für zusätzliche Aufmerksamkeit. Unter den weiteren Unternehmenszahlen überzeugen Chevron, Reddit, Eaton, MasTec und DexCom mit starken Ergebnissen und teils angehobenen Prognosen. Coinbase und Roblox enttäuschen dagegen mit schwächeren Geschäftszahlen und einem verhaltenen Ausblick. Ein Podcast - featured by Handelsblatt. ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/WallStreet_Juni * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Impressum: https://www.360wallstreet.de/impressum *Werbung

In episode 298 of our SAP on Azure video podcast we talk about LogServ with Sentinel and enhancing Support for RISE on AWS & GCP. In previous episodes we already talked about LogServ and how this can help collecting, storing and forwarding log information. The SAP LogServ integration with Microsoft Sentinel is already used by lots of SAP RISE customers. When your SAP on RISE system is running on Azure that is an obvious choice. But what if you selected AWS or GCP as the underlying infrastructure? I am glad to have Martin, Bastian and Hemanth from SAP with us today. Find all the links mentioned here: https://www.saponazurepodcast.de/episode298Reach out to us for any feedback / questions:* Goran Condric: https://www.linkedin.com/in/gorancondric/* Holger Bruchelt: https://www.linkedin.com/in/holger-bruchelt/ #Microsoft #SAP #Azure #SAPonAzure #RISE #Sentinel #LogServ

Today's BizNews Daybreak covers Apple's quarterly results, Rivian's SUV success, and Anthropic's AI breach, alongside a semiconductor rally driven by Microsoft and Oracle. Football federations oppose FIFA selling World Cup stakes, while Donald Trump claims a Gaza disarmament agreement. Meanwhile, Alec Hogg discusses Anglo American's South Africa exit, RMB launches a R1bn housing program, Geraint Anderson tackles psychopathic corporate culture, and Amazon's AWS delivers strong AI-driven growth.

Plus: Amazon reports higher revenue in the second quarter from its cloud-computing business. And a data-center developer working with Anthropic plans to borrow $15 billion for a new Texas campus, with backing from Google. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The most useful coding agents can mutate their environments by downloading packages, writing files, and connecting to services across the network. However, that freedom also presents dangers, and promises to usher in a new wave of security threats. Docker recently announced Docker Sandboxes, which give each agent its own isolated micro VM while preserving the familiar ergonomics of a container. A standard container shares the host’s kernel, but a micro VM emulates hardware and runs its own kernel, giving a stronger security boundary around code that cannot be trusted. Mark Cavage is the President and COO of Docker, and he previously worked at companies including Stripe, AWS and Oracle. In this episode, Mark joins Gregor Vand for a wide-ranging conversation that includes why agents break the immutability assumptions containers were built on, how micro VMs differ from both containers and traditional VMs, and the still-unsolved challenge of giving agents scoped, trustworthy access to sensitive services and data.Sponsorship inquiries: sponsor@softwareengineeringdaily.com The post Docker and Sandboxing AI Agents appeared first on Software Engineering Daily.

Within two weeks of meeting John, Marcie Dean received a message she hoped was only fear: enjoy this, it's real, but he's going to die. He'd been getting the same feeling before they ever met. He was 38, healthy, five years younger than her. They chased down every explanation, found nothing, and made a different choice. They decided to love each other completely, and they made a plan. If anything happened, he would come through in music.In June of 2023, John passed while saving his son's life during a boating weekend off the North Carolina coast. Standing over him while people were still doing chest compressions, Marcie heard him audibly, from behind her: I haven't left you.  Go be with my son.What came next was a layoff from AWS, then the overdose death of her brother Jordan. Three losses stacked on top of each other. And running alongside all of it, the promise John made started keeping itself.Marcie is a former IBM and AWS senior tech leader with no musical training. She quit piano, flute, and violin inside of two weeks each as a kid. She has now built more than 500 tracks across 5,000 hours in two and a half years, and John's voice is audibly present in them, along with a second voice she calls Vanessa. She calls the work Love Evolved Music.You'll hear how a glitch on a Zoom call revealed the entire method, what it means to shift the audio floor rather than the volume, and why what she's getting goes well beyond traditional EVP. You'll also hear something I didn't expect to be talking about on my own show. Since we recorded, Marcie has built several tracks featuring my daughter Shayna.If you've been carrying the question of whether the people you love can reach you through something you can actually hear, this one is for you.IN THIS EPISODEThe premonition Marcie and John both received, and how they chose to live with it instead of running from itThe soulmate sketch she bought off Facebook for $15, two and a half years before they metWhy "if only I had been there" fell apart under the weight of what actually happenedHearing John's voice in the moment he passedThe bracelet on her pillow, the orbs, and fourteen versions of the same songLosing her job and her brother inside the same seasonThe Zoom call latency that cracked the whole thing openHow she builds and filters the tracks, and why the messages keep changingVanessa, and what John said about her that stopped Marcie coldFinding love again with Brian, and why nobody ever gets replacedNonverbal children who light up like they're hearing a first languageWhat she's hoping to prove on an EEG scanABOUT MARCIE DEANMarcie Dean is a channeler, sound architect, best-selling author, grieving mother and sister, and the creator of Love Evolved Music. She spent 18 years at IBM and went on to a senior leadership role at AWS before grief redirected her entirely. She is presenting her work at the Society for Scientific Exploration and is seeking research partnerships to measure what the music does at the level of brain activity.Website: https://electricblueunited.comCoaching and custom tracks: https://chooseyourownhealingjourney.comEmail: marcie@electricblueunited.comHer SoundCloud is linked from her website, and you can book a clarity call there for a custom track.BEFORE YOU GOWhat resonated with you in this conversation? Have you ever heard your person come through in something you couldn't explain away? A song that arrived at the exact moment you needed it, static on a phone line, a voice you'd know anywhere?Come tell me about it at https://grief2growth.substack.com. I read everything, and the comment threads over there have become their own kind of community.If this episode reached someone you know is hurting, send it to them.You've been listening. You're doing the work. But there's still this feeling that you're circling the same place.Maybe you've thought about working with me one-on-one. Maybe something's held you back. I get that. And I want you to know there's still a place for you.All of it, pay what you want. You decide what it's worth. Nobody gets turned away because of money.https://grief2g Want to go deeper? My Substack is where I share solo essays on grief, consciousness, and continuing bonds — thoughts that don't always make it into the podcast. It's also home to a community of listeners who get it, because they're living it too. Free to subscribe. Find it at substack.com/grief2growth. I've been studying Near Death Experiences for many years now. I am 100% convinced they are real. In this short, free ebook, I not only explain why I believe NDEs are real, I share some of the universal secrets brought back by people who have had them.https://www.grief2growth.com/ndelessonsSupport the show

Intel Chat with Matt Bromiley and Chris Luft.Matt and Chris break down four stories from the week in threat intel:• Hugging Face's security incident disclosure: an intrusion conducted end-to-end by an autonomous AI agent system — a malicious dataset exploiting two code-execution paths, thousands of actions across short-lived sandboxes, self-migrating C2 — and why the forensics had to run on the open-weight GLM 5.2 model after hosted frontier models refused to analyze real attack artifacts.• WP2Shell: attackers chaining CVE-2026-60137 (WordPress Core SQL injection) with CVE-2026-63030 (Batch REST API logic flaw) for unauthenticated remote code execution on default WordPress installs — found by Searchlight Cyber using GPT-5.6 Sol Ultra in about ten hours, with tens of thousands of exploitation attempts following disclosure.• Data breaches at AI music generator Suno (55.3M unique email addresses, plus partial Stripe payment records) and gig-work platform Paidwork (23.3M addresses, password hashes and banking data), per Have I Been Pwned.• Iranian state media claims the IRGC destroyed AWS's Bahrain data center (ME-SOUTH-1) with cruise missiles — and what data centers becoming military targets means for cloud resilience.Plus: Google Threat Intelligence Group retires APT/FIN nomenclature for new threat-actor names, and where to find Chris and Matt at Black Hat.Stories covered:• https://huggingface.co/blog/security-incident-july-2026• https://www.darkreading.com/cyberattacks-data-breaches/wp2shell-millions-wordpress-sites-remote-takeover• https://www.securityweek.com/suno-paidwork-data-breaches-affect-tens-of-millions-of-accounts/• https://www.tomshardware.com/tech-industry/data-centers/amazon-data-center-in-bahrain-struck-and-destroyed-by-iranian-cruise-missiles-state-media-claims-attacks-launched-against-aws-site-in-response-to-alleged-us-strikes-on-an-under-construction-nuclear-plantChapters:0:00 Intro & Black Hat plans2:07 Hugging Face's AI-agent breach disclosure12:39 WP2Shell: WordPress exploit chain20:59 Suno & Paidwork data breaches24:17 IRGC strikes on AWS Bahrain28:27 Google Threat Intel's new actor names29:29 Black Hat swag hunt & wrap-upThe Cybersecurity Defenders Podcast — a podcast about cybersecurity and the people that keep the internet safe. New episodes drop weekly.Subscribe wherever you listen:• Spotify: https://open.spotify.com/show/6ep00zeY3S8ffZ4o0UeSps• Apple Podcasts: https://podcasts.apple.com/us/podcast/the-cybersecurity-defenders-podcast/id1649981740• YouTube: https://www.youtube.com/@limacharlieioLearn more about LimaCharlie: https://limacharlie.io#cybersecurity #infosec #threatintel #AIsecurity #databreach

AI partnerships are no longer won by managing a channel or securing a marketplace listing. Leaders must understand how countries, power, cooling, chip fabrication, hyperscalers, model providers, software companies, and enterprise risk fit together before they can build an effective partner strategy. Returning to Revenue Builders, Alan Chhabra explains how Cerebras navigated the technical and political realities of working with AWS, why successful partner leaders need more than relationships, and how sovereignty is changing infrastructure, model selection, and cloud decisions. He also examines why software companies are moving aggressively on AI while traditional enterprises remain more cautious. Alan Chhabra is the Executive Vice President of Worldwide Partnerships at Cerebras Systems, where he leads global partner expansion across hyperscalers and the broader AI ecosystem. He previously spent nearly a decade building MongoDB's global partner network and held senior leadership roles at BMC Software. Connect with Alan: LinkedIn Other Revenue Builders episodes with Alan: The Ideal Partnership with Alan Chhabra Key takeaways from this episode:  00:00 - Why the infrastructure behind AI may matter more than the applications built on top of it. 12:26 - What the shift from data to AI changes about how partner leaders map the market. 16:06 - Why understanding the full AI stack is a prerequisite for building the right partnerships. 27:48 - A look inside what it really takes to navigate the politics of a hyperscaler partnership. 36:00 - The four capabilities CEOs should test before hiring an AI partner leader. 48:34 - What leaders often overlook about the role of sovereignty in shaping AI infrastructure decisions. 56:25 - Why software companies and traditional enterprises are moving at very different speeds on AI adoption. Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

Apple (AAPL) shares dipped after earnings despite a record quarter, as investors focused on weaker services and China revenue. Amazon (AMZN) rallied on strong AWS growth and record results, while Reddit (RDDT) faced pressure from concerns over search traffic despite beating expectations. ======== 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

Mary Jane Matts discusses how Microsoft's (MSFT) strong cloud results could signal continued momentum for AWS, Amazon's (AMZN) primary growth engine. She highlights Amazon's emerging supply chain services business as a potential future growth driver and explains why long-term investors may find opportunity as the market remains focused on near-term concerns and momentum-driven trades.======== 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

LikeFolio's Landon Swan examines Amazon's (AMZN) evolving growth story as AWS faces mounting competition from Microsoft's (MSFT) Azure. He discusses why rising cloud infrastructure spending and Amazon's investment in Anthropic may be better viewed as long-term growth drivers rather than short-term headwinds.======== 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

Steven Dickens, CEO of HyperFRAME Research, previews Amazon's (AMZN) earnings and explains why backlog growth and capital expenditures will be key metrics for investors. He discusses the impact of AWS amid strong cloud results from Microsoft (MSFT) and Alphabet (GOOGL), while also highlighting electricity supply as a critical long-term factor in sustaining AI and cloud infrastructure growth.======== 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 compare Microsoft's latest cloud results with Google Cloud's accelerating momentum.   Highlights 00:09 — Microsoft Cloud revenue was almost $60 billion for the quarter, up 27%. The RPO, as I said, was up 84%. It's now the biggest RPO total, slightly ahead of Oracle. Microsoft Cloud: $678 billion for that. It said that Azure revenue was up 43% and that its revenue for the fiscal year ended June 30 exceeded $100 billion for Azure. 01:46 — So if we look at the last five quarters from Microsoft, the growth rate: 27%. Starting in Q2, the present, going back five quarters: 27%, 29%, 26%, 26%, 27%. So relatively flat over that period of time. The 29% jumped up a little, but the others, all 27s and 26s. 02:14 — Over those same five quarters, Google Cloud's growth rate has absolutely soared, and the trajectory, the arc of its growth, representing customer demand in the marketplace, has been remarkable. So again, starting from the just-finished quarter and going backward in time: 82%, 63%, 48%, 34%, and 32% growth rates. 02:49 — What we're talking about here is the arc of the growth. Google Cloud is getting a much bigger share of what's happening here. It's winning more business. It's taking deals away from Microsoft, AWS, and perhaps Oracle as well, and they're winning a lot of new business. 04:40 — So we'll get AWS numbers later today. I'll be following up next week with some insights into that and give the head-to-head comparison. It is an extraordinary time, but the ultimate truth is coming from the customers and where they are deciding to make their investments as they move into the AI Economy. Visit Cloud Wars for more.

Sponsored by Blocks: Save at least 20% on your AWS costs with AI-powered optimization and enterprise discounts. Get your free Cloud Check at https://blocks.cloud/alphalist?utm_source=alphalist&utm_medium=podcast&utm_campaign=blocks-podcast-2026 Aike Hillbrands co-founded and killed two companies before Kombo, now a Y Combinator-backed HR integration platform with $10M+ ARR and a $25M Series A. Along the way, his team built something almost by accident: a company-wide AI brain made of a GitHub repo, a Cursor agent, and a Slack channel, built in two hours, that replaced how the whole company gets answers. In this episode, Aike explains why files and grep beat MCP tools and vector search for agent reliability, walks through Simon Willison's "lethal trifecta" of AI security risks and how a public Slack channel acts as a guardrail against it, and makes the case for why AI won't commoditize enterprise HR integrations anytime soon, despite that being Kombo's own bet. Topics covered: - How Kombo went from Notion AI to a Git-based company brain - Why files and grep beat MCP tools and vector search for agent reliability - The architecture: per-customer summary files, cross-linked support tickets, BigQuery CLI, Slack integration - Simon Willison's "lethal trifecta" and practical mitigations - Why a public Slack channel works as a security guardrail - The buy-vs-build question for internal AI tooling - Why enterprise HR API integrations resist commoditization by AI

The most useful coding agents can mutate their environments by downloading packages, writing files, and connecting to services across the network. However, that freedom also presents dangers, and promises to usher in a new wave of security threats. Docker recently announced Docker Sandboxes, which give each agent its own isolated micro VM while preserving the familiar ergonomics of a container. A standard container shares the host’s kernel, but a micro VM emulates hardware and runs its own kernel, giving a stronger security boundary around code that cannot be trusted. Mark Cavage is the President and COO of Docker, and he previously worked at companies including Stripe, AWS and Oracle. In this episode, Mark joins Gregor Vand for a wide-ranging conversation that includes why agents break the immutability assumptions containers were built on, how micro VMs differ from both containers and traditional VMs, and the still-unsolved challenge of giving agents scoped, trustworthy access to sensitive services and data.Sponsorship inquiries: sponsor@softwareengineeringdaily.com The post Docker and Sandboxing AI Agents appeared first on Software Engineering Daily.

Benedicte shares her takeaways from the plumbing course. Benedikt goes on a few AWS adventures.Benedicte had so much fun and learned a lot from her plumbing course, even sharing a mindblowing tip of using a balloon to help clear out water from the tap mechanisms during winter. On the work front, their system at Whee! is now live syncing prospects and customers to their email list. Benedicte's also figuring out how to fix the data inconsistency between the bike availability on their website versus the actual availability of bikes at the workshop.The Userlist team reworked their entire data model for themes to support the new stuff. Benedikt also set up a proper CDN for user uploaded assets so there's client side caching. He also took some time to set up Userlist on AWS but is quite unsure if they should move over for good because of the complexity and the unknowns.

The most useful coding agents can mutate their environments by downloading packages, writing files, and connecting to services across the network. However, that freedom also presents dangers, and promises to usher in a new wave of security threats. Docker recently announced Docker Sandboxes, which give each agent its own isolated micro VM while preserving the familiar ergonomics of a container. A standard container shares the host’s kernel, but a micro VM emulates hardware and runs its own kernel, giving a stronger security boundary around code that cannot be trusted. Mark Cavage is the President and COO of Docker, and he previously worked at companies including Stripe, AWS and Oracle. In this episode, Mark joins Gregor Vand for a wide-ranging conversation that includes why agents break the immutability assumptions containers were built on, how micro VMs differ from both containers and traditional VMs, and the still-unsolved challenge of giving agents scoped, trustworthy access to sensitive services and data.Sponsorship inquiries: sponsor@softwareengineeringdaily.com The post Docker and Sandboxing AI Agents appeared first on Software Engineering Daily.

The most useful coding agents can mutate their environments by downloading packages, writing files, and connecting to services across the network. However, that freedom also presents dangers, and promises to usher in a new wave of security threats. Docker recently announced Docker Sandboxes, which give each agent its own isolated micro VM while preserving the familiar ergonomics of a container. A standard container shares the host’s kernel, but a micro VM emulates hardware and runs its own kernel, giving a stronger security boundary around code that cannot be trusted. Mark Cavage is the President and COO of Docker, and he previously worked at companies including Stripe, AWS and Oracle. In this episode, Mark joins Gregor Vand for a wide-ranging conversation that includes why agents break the immutability assumptions containers were built on, how micro VMs differ from both containers and traditional VMs, and the still-unsolved challenge of giving agents scoped, trustworthy access to sensitive services and data.Sponsorship inquiries: sponsor@softwareengineeringdaily.com The post Docker and Sandboxing AI Agents appeared first on Software Engineering Daily.

The most useful coding agents can mutate their environments by downloading packages, writing files, and connecting to services across the network. However, that freedom also presents dangers, and promises to usher in a new wave of security threats. Docker recently announced Docker Sandboxes, which give each agent its own isolated micro VM while preserving the familiar ergonomics of a container. A standard container shares the host’s kernel, but a micro VM emulates hardware and runs its own kernel, giving a stronger security boundary around code that cannot be trusted. Mark Cavage is the President and COO of Docker, and he previously worked at companies including Stripe, AWS and Oracle. In this episode, Mark joins Gregor Vand for a wide-ranging conversation that includes why agents break the immutability assumptions containers were built on, how micro VMs differ from both containers and traditional VMs, and the still-unsolved challenge of giving agents scoped, trustworthy access to sensitive services and data.Sponsorship inquiries: sponsor@softwareengineeringdaily.com The post Docker and Sandboxing AI Agents appeared first on Software Engineering Daily.

What does it take to power the AI boom? Steve Vassallo, a roboticist turned General Partner at Foundation Capital, helped semiconductor company Cerebras figure it out. Steve and Oz discuss why AI workloads demanded an entirely new kind of chip, what "wafer scale" actually means, and how a decade of near-failures — including a system that literally caught fire — led to the largest semiconductor IPO to date and deals with OpenAI and AWS.See omnystudio.com/listener for privacy information.

On this week's show special guest co-host Pete Ranks, the former director of the CIA's Centre for Cyber Intelligence, joins Patrick Gray and James Wilson to discuss the week's cybersecurity news. They cover: Everyone signs the open weights open letter, except Anthropic… of course. OpenAI had no idea it had hacked Hugging Face Kimi K3 open weights released and they're massive! Why a more aggressive response is needed to cyber attacks on OT And much, much more! This week's show is brought to you by SpecterOps. In this week's sponsor interview Justin Kohler and Jared Atkinson talk about how SpecterOps' Bloodhound now supports AWS attack paths. Run it against your AWS infra, but only if you have a strong stomach. The results will terrify you. This episode is also available on YouTube. Show notes Open Weights and American AI Leadership | Social Signals Our position on open-weights models | Social Signals Halvar Flake (@halvarflake) on X | X (formerly Twitter) White House accuses Chinese company of distilling Anthropic's Fable | cyberscoop.com Jensen Huang (@JensenHuang) on X | X (formerly Twitter) Its AI Agent Spent Days Hacking a Company, but Sources Say OpenAI Did Not Notice for a Week | reuters.com How OpenAI's human mistake led to the AI-powered hack on Hugging Face | TechCrunch Security Hugging Face CEO calls for ‘radical transparency' after ‘unprecedented' OpenAI hack | TechCrunch Security Sens. Banks and Schiff Introduce Bill to Help American AI Companies Combat Chinese Espionage | AI Kill Switch Act would let Trump admin order shutdown of rogue AI systems | Ars Technica Marco Rubio tells diplomats to play down talk of American tech "kill switch" | reuters.com Federal agencies broaden alert on Iran-linked OT attacks | therecord.media Coordinated cyberattack disrupts water utilities in 30+ Minnesota communities | CyberScoop NSA and Partners Alert Zimbra Collaboration Suite Users of a Russian State-Supported Phishing Campaign | nsa.gov Hackers hijack hotel Wi-Fi DNS to steal Microsoft 365 accounts | BleepingComputer Microsoft responds to LG monitors installing McAfee ads on Windows | Ars Technica LG to Ban Residential Proxies from Smart TV Apps | krebsonsecurity.com Despite multiple takedowns, botnets continue to grow | cyberscoop.com Extension of CISA 2015 info-sharing protections passes as part of House's defense bill | therecord.media Upbound says hack caused $13 million in fraudulent Acima leases | BleepingComputer Fake Claude app promoted by Bing ads pushes SectopRAT malware | BleepingComputer Apple sued over fake App Store crypto wallet app stealing $1.8M in Bitcoin | BleepingComputer Clop ransomware targets Windchill, FlexPLM in data theft attacks | BleepingComputer 'Wrench' attacks against crypto holders appear to be on the rise | therecord.media OpenAI's Rogue AI Agent Hacked More Than Just Hugging Face | wired.com

Today, several members of our Packet Pushers podcast team assemble to discuss whether the grass is greener on the NetOps or DevOps side of the telemetry fence. William of The Cloud Gambit, Scott of Total Network Operations, and Ned and Kyler of Day Two DevOps discuss the difficulties and differences of getting telemetry and state... Read more »

Today, several members of our Packet Pushers podcast team assemble to discuss whether the grass is greener on the NetOps or DevOps side of the telemetry fence. William of The Cloud Gambit, Scott of Total Network Operations, and Ned and Kyler of Day Two DevOps discuss the difficulties and differences of getting telemetry and state... Read more »

Today, several members of our Packet Pushers podcast team assemble to discuss whether the grass is greener on the NetOps or DevOps side of the telemetry fence. William of The Cloud Gambit, Scott of Total Network Operations, and Ned and Kyler of Day Two DevOps discuss the difficulties and differences of getting telemetry and state... Read more »

Copper is moving from background commodity to frontline constraint. Demand is rising fast, high-grade deposits are getting harder to find, and the lead times for bringing new supply online remain brutally long. That matters not just for renewables and electrification, but for the basic energy resilience of modern life: the wires that keep lights on, water running, refrigeration working, and data centres scaling all depend on a metal the industry already knows is becoming harder to source.Host Sylvia Leyva Martinez is joined by Liz Dennett, founder and CEO of Endolith, whose career spans Wood Mackenzie, AWS, and NASA-linked astrobiology research, to explore a biological approach to one of mining's toughest problems. Endolith uses microbial communities, what Dennett calls “the world's oldest miners," to help recover more copper from low-grade ore in existing heap leach operations. The company's core thesis is that copper supply can be made more elastic not by rebuilding mine sites from scratch, but by layering biology, sensing, and robust data architecture into brownfield operations that are already running. Liz explains how that works on site: low-grade ore is stacked into large heaps, irrigated with sulfuric acid, and treated with microbes that accelerate the chemical pathways needed to liberate more copper into solution. The appeal is not futuristic moonshot capex, but a modular, plug-and-play system designed to fit into existing mine infrastructure with minimal downtime. The discussion looks at why that matters economically. Endolith is targeting ore bodies and waste streams that are currently too messy, too low grade, or too contaminated to recover efficiently through conventional routes, including arsenic-rich material that can be especially problematic for smelting. In lab settings, the company has seen significantly higher recovery, and even modest incremental gains in the field could translate into a meaningful unlock when the underlying mine and processing system are already built.The conversation also asks why biomining may be having its moment now, after decades of false starts. Liz argues that the breakthrough is not microbes alone, but the combination of microbial science, cloud-scale data systems, and faster experimentation that lets teams build and iterate far more effectively than even a few years ago. From there, the conversation broadens into the strategic question underneath Endolith's business: how to increase copper supply in a world where demand is being pushed simultaneously by grid build-out, industrial electrification, and the explosive growth of AI infrastructure. The episode closes on the trade-offs that follow from that reality, from financing hard-tech mining solutions to building companies in sectors where the need is obvious, the customers are conservative, and proof matters more than hype.This Horizons episode Liz refers to can be found here: https://www.woodmac.com/podcasts/horizons/red-metal-green-demand/This episode is brought to you by twentytwo & brand – a marketing and PR agency built specifically for energy leaders.Lots of agencies say they work with energy companies. twentytwo & brand was built for them. They've partnered with more than 120 companies driving the energy transition – from growth-stage startups to globally recognised industry leaders. Media relations, brand design, video, paid advertising and community engagement – they cover it all under one roof. No onboarding lag, no industry crash course – they speak your language on day one. If you're ready to sharpen your story and supercharge your marketing, find them here. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Security Conversations: Kenneth Kinion, founder and CEO of Validin, joins Ryan Naraine on the show to unpack what "internet intelligence" really means for the analysts and responders chasing malicious infrastructure. We trace his path from Georgia Tech through Microsoft and Amazon to the frustrations that led to the creation of Validin, the competition from big AI, the value of AI-powered tools to speed up infrastructure hunting, and why defenders keep falling further behind fast-moving attackers. Timestamps: 0:00 – Intro: What does Validin do? 0:51 – Who uses Validin: CTI teams, SOCs, incident responders 2:19 – Atlanta and Georgia Tech's cybersecurity pipeline 5:31 – Lessons from Microsoft and Amazon: waterfall vs. agile 8:29 – Filling gaps in passive DNS data 9:57 – Misunderstood things about threat intelligence 14:17 – The value of "cyber paleontology" 16:00 – What makes one data set better than another? 19:39 – How Validin works: from one suspicious domain to a full pivot 21:27 – AI as existential threat or force multiplier for Validin 26:55 – Dual-use AI: are defenders losing ground to attackers? 31:11 – Closing: the next hard problem Validin wants to solve

Palworld just did something almost no Early Access game manages — it actually finished. Roughly a quarter of Early Access games on Steam ever reach a full release, and Pocketpair's 60-person team crossed the line with a doubled map, a reworked progression system, and no price increase for existing owners. We dig into why the survival-crafting, creature-collecting, base-automation mashup works when it shouldn't, and whether 1.0 is a "come back" moment or a "start fresh" commitment that busy players should think twice about. Then it's Assassin's Creed Black Flag Resynced, where the critics and the players are pointing in opposite directions. Reviews landed lukewarm while it sold two million copies in a day and set a franchise record for concurrent players on Steam. We make the case that the "inessential remake" take misses what's actually great here: a vast Caribbean built out of bite-sized islands packed with Legendary Ships, Mayan Stelae, caves, and underwater wrecks — a structure that respects a player working with 45-minute windows instead of full weekends.  Community developer Zac joins us to talk about Garden College, the top-down RPG he's building, and what running and participating in game jams has taught him that solo project work never could. And we return to Sony's disc decision from a completely different angle — not the ownership debate we already had, but the dependency stack underneath it. PSN's July outage was reportedly tied to the same AWS infrastructure that delayed patient care and grounded travelers last October. Halo buyers who paid extra for early access couldn't launch a single-player campaign because login servers were overloaded. One man lost 25 years of purchased games to a hack and only got them back after his post went viral. The through line: how many companies have to be having a good day for you to play something you already paid for? Check out more of Zac's work here: https://zacmadeagame.itch.io/ Show Notes: 0:49 - Housekeeping 2:14 - Palworld Finally Grew Up — Was It Worth the Wait? 36:18 - Black Flag Resynced: The Ultimate Open World Game? 1:13:05 - The Sony Disc Debate Was Never About Discs 1:57:29 - Indie Game Development and Game Jams with Zac Harvey 3:02:05 - Upcoming Video Game Releases Become a part of the conversation! If you donate $1 or more on Patreon you can get exclusive access to the Patreon-only chat and channels on the server. Visit our website to find our social channels, check past podcasts and donate to the show.Subscribe to our YouTube channel to see all of our latest videos as they drop. Credits:"Blue Groove Deluxe" by BlueFoxMusic on audiojungle.netWoman Announcer - Ariana Guerra; Actress"Wisdom" by Super Nostalgia 64

A “safe” AI test environment is supposed to be a sandbox, not a launchpad. Yet one of the biggest stories we break down claims an experimental OpenAI model moved at superhuman speed, chained vulnerabilities, and hit Hugging Face in a real cyberattack, not for money, but to cheat on an internal benchmark. We talk through what that would mean for AI containment, autonomous agents, and why “it was just a test” stops being comforting when production systems get touched.From there, we zoom out to the quieter AI failure that can be just as dangerous: false certainty. Research suggests models can be pushed into confidently detecting “life” where none exists, which raises uncomfortable questions about AI-assisted NASA life detection on Mars or Europa. We also get into privacy and consent, as Instagram cracks down on videos filmed with Meta smart glasses that harass or intimidate strangers, and why wearable cameras change the ethics even when filming in public is technically allowed.Then we get painfully practical. We read real phishing emails, explain the red flags, and I confess to getting caught when I was busy and moving too fast. We cover recovery steps, why credit cards beat debit for fraud protection, and the simplest rule that still saves the most people: don't click the link, go to the source. Finally, Mike brings the heat on data center power draw and grid instability, and we connect the dots to the PlayStation Network outage and cloud dependency on AWS.Subscribe for more tech news for everyday people, share this with someone who needs better scam defenses, and leave a review. What's the one message or alert you almost fell for, and what tipped you off?Send us Fan MailSupport the show

From alert to root cause in one minute - how PagerDuty built autonomous incident response on Amazon Bedrock, and the future of triage and trust. Topics Include:PagerDuty's agents must perform during 2am outages — stakes are highSoftware shipping accelerated dramatically; production environments largely did notA 9:30pm slowdown traced to a race condition solved two years earlierThe fix was documented — but the context wasn't at handPagerDuty Advance ships four agents: SRE, Scribe, Shift, InsightsWhy four, not one? Focus and predictability in non-deterministic systemsSaurabh Shanbhag: Bedrock is far more than a model serviceZero data retention, PrivateLink, TLS — why enterprises pick BedrockFrontier models everywhere burns tokens; classify, route, distill, fine-tuneSRE agent triages alerts before you even join the callOne minute to root cause — context beat raw intelligenceHuman surfaces versus machine surfaces: MCP and CLI move fastest"The model eats the harness" — every upgrade invalidates foundational componentsFeeding agents everything failed; compartmentalised investigation threads work betterNew York Life's three stages of trust, and the seatbelt override that wasn't Participants:Tom Hogarty - Senior Director Product Management, PagerDutySaurabh Shanbhag – Sr Partner Solution Architect, Amazon Web Services See how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

AWS Morning Brief for the week of July 26th, with Corey Quinn. Links:Amazon ECS now provides Action Logs for deployment and orchestration visibilityAmazon Managed Service for Prometheus supports 1.5B active metrics and 200K rules per workspaceAmazon SES introduces pricing plansAWS Network Load Balancer now supports Listener Rules for custom traffic routingAWS Organizations increases RCP quota to 2,000 per organizationAWS now supports automatic credit memo application preferencesAWS Secrets Manager now publishes secret update notifications to Amazon EventBridgeJVM memory, CPU, and classpath best practices for Java containers on AWSConnection pooling strategies in Amazon Aurora DSQLCustom OS installation now available on AWS DeepRacer devicesThermodynamic sampling of disordered materials with an analog Hamiltonian Rydberg simulatorUnlocking data residency use cases with Amazon S3 in AWS Local ZonesAWS Security Bulletins: New Tools, Ancient Failures