Podcasts about aws

Dan Nathan and Gene Munster discuss upcoming earnings for Nvidia and the recent trends in the technology and AI domain for major companies including SoftBank's sell-off of Nvidia shares. They also wrap up Q3 earnings for the 'Mag Seven' tech giants such as Microsoft, Meta, Amazon, Google, and Apple. They address key points about Microsoft's Azure growth, Meta's controversial spending on AI, Amazon's financials amidst AWS growth, Google's AI-driven search improvements, and Apple's forthcoming AI developments. The market's recent shift favoring AI-related stocks and the debate over Amazon's strategic investments without their own AI models are also covered. They conclude by emphasizing the significant role of Nvidia's next report and its effect on AI market sentiment. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Today we delve into the tech expertise deficit and why technical depth and decades of doing the work matter more than social media followers and content creation hype. Our guest is Russ White, engineer, author, teacher, and certification developer. We begin with current events in AI, and then investigate the differences between career and influence... Read more »

** AWS re:Invent 2025 Dec 1-5, Las Vegas - Register Here! **SnapLogic CTO Jeremiah Stone reveals how they evolved from open-source to AI-powered integration platform, doubled AI adoption with one UX change, and delivers measurable enterprise ROI.Topics Include:SnapLogic CTO shares their decade-long journey building AI-powered integration with AWS partnership.SnapLogic drives "human cost of integration to zero" for thousands of global companies.Started as open-source project, pivoted to cloud in 2015 with AWS infrastructure.Began AI workloads in 2018, predicting next steps in integration workflows using models.Became AWS Bedrock launch partner, completely reinventing their product for generative AI era.SnapLogic lives through transformations first, then credibly helps ISV customers do same.Helped Adobe migrate entire CRM from Salesforce to Microsoft over single weekend.Built normalized data architecture using S3, Iceberg, Glue for analytics-ready enterprise data.SnapGPT copilot converts plain language prompts into complete integration pipelines in minutes.Live demo shows generating Salesforce-to-Redshift pipeline with filters using natural language commands.Small UX tweak adding helpful header doubled monthly active users of SnapGPT.Changed legal agreements in 2017 to capture metadata, enabling AI features years later.Agent Creator delivers ROI across customers: Inspirant, Core Plus, AstraZeneca use cases.SnapLogic's own finance team cut order reconciliation from 40 hours monthly to 90 minutes.Key lessons: governance first, understand business impact, use AWS native patterns consistently.Participants:Jeremiah Stone – Chief Technical Officer, SnapLogicOlawale Oladehin – Managing Director, NAMER Technology Segments, Amazon Web ServicesSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

In today's Cloud Wars Minute, I delve into OpenAI's $38 billion partnership with AWS, giving Amazon a major role in powering and scaling OpenAI's AI workloads.Highlights0:03 — OpenAI and AWS have announced a multi‑year strategic partnership valued at $38 billion for AWS. This deal will enable AWS to provide the infrastructure necessary to support the operation and scaling of OpenAI's AI workloads. OpenAI is currently utilising computing resources through AWS, which include hundreds of thousands of NVIDIA GPUs and the capability to scale up to tens of millions of CPUs.01:02 — The infrastructure rollout for OpenAI includes architecture optimised for maximum AI processing efficiency and performance, with clusters designed to support a variety of workloads such as inference for ChatGPT and model training. This latest deal is yet another staggering example of the demand for AI services — a demand that companies like OpenAI must invest billions in to keep up with the pace.01:55 — OpenAI recently signed several significant deals with technology partners, including a remarkable $300 billion agreement with Oracle. While that figure might seem outrageous, it puts the $38 billion into a more relatable context. One thing is clear: wherever you stand in the AI revolution, whatever your role is — just make sure that you have one, because this unprecedented growth is touching every corner of the business world. Visit Cloud Wars for more.

Welcome to Omni Talk's Retail Daily Minute, sponsored by Mirakl. In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:Pizza Hut capitalizes on Gen Alpha's viral "67" meme with 67-cent boneless wings, proving fast food brands can quickly translate digital trends into physical sales.Wawa closes its last standalone drive-thru in Florida, ending a five-year experiment that highlights operational challenges for fuel-less convenience stores.Infios and AWS collaborate to bring agentic AI to supply chain execution, launching intelligent workflows in 2026 that will proactively detect fulfillment anomalies and optimize order management.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights. Be careful out there!

Certificates are the socks of IT—everyone needs them, and you always lose track of a few. On today’s show we dive into the ACME protocol, an IETF standard to help automate how a domain owner gets a domain validation certificate from a Certificate Authority (CA). Our guest, Ed Harmoush, a former network engineer with AWS... Read more »

Certificates are the socks of IT—everyone needs them, and you always lose track of a few. On today’s show we dive into the ACME protocol, an IETF standard to help automate how a domain owner gets a domain validation certificate from a Certificate Authority (CA). Our guest, Ed Harmoush, a former network engineer with AWS... Read more »

What is "spec-driven development," and why is this structured approach the key to unlocking complex AI projects? We're joined by Amit Patel, Director of Software Development for Kiro at AWS, to explore this methodology. He explains why "vibe coding" in a chat window fails on multi-day initiatives: the AI (and the developer) loses context. Kiro solves this by turning requirements and design into a persistent, structured spec that acts as the agent's long-term memory, enabling it to maintain context and build sophisticated applications.Amit shares the inside story of how his team at AWS built Kiro from scratch in under a year. He reveals their virtuous feedback loop with internal developers testing nightly builds and providing real-time feedback. This rapid iteration, which included six full revs of the spec experience, was so successful that the Kiro team famously "used the tool to build the tool," turning a multi-week feature into a two-day task. LinearB: Your AI productivity journey starts hereFollow the show:Subscribe to our Substack Follow us on LinkedInSubscribe to our YouTube ChannelLeave us a ReviewFollow the hosts:Follow AndrewFollow BenFollow DanFollow today's guest(s):Learn more and try Kiro: kiro.devJoin the Kiro Community: Kiro Discord Channel OFFERS Start Free Trial: Get started with LinearB's AI productivity platform for free. Book a Demo: Learn how you can ship faster, improve DevEx, and lead with confidence in the AI era. LEARN ABOUT LINEARB AI Code Reviews: Automate reviews to catch bugs, security risks, and performance issues before they hit production. AI & Productivity Insights: Go beyond DORA with AI-powered recommendations and dashboards to measure and improve performance. AI-Powered Workflow Automations: Use AI-generated PR descriptions, smart routing, and other automations to reduce developer toil. MCP Server: Interact with your engineering data using natural language to build custom reports and get answers on the fly.

We break down how a small DNS error inside AWS rippled into a global outage, and why it affected everything from uploads to streaming to... beds? Andy Szoke, Developer at Punchmark, joins us to explain cloud basics, Lambda bottlenecks, and redundancy.Send us a text Send feedback or learn more about the podcast: punchmark.com/loupe Learn about Punchmark's website platform: punchmark.com Inquire about sponsoring In the Loupe and showcase your business on our next episode: podcast@punchmark.com

In this episode, Michael talks with Eliot Horowitz, founder of MongoDB and now CEO of Viam, about why the physical world is lagging behind the AI revolution and how Viam is building the foundational platform robotics has been missing. Eliot shares why robotics needs its “AWS moment,” how better tools can shrink development timelines from years to months, and why practical automation, from kitchen assistants to back-of-house restaurant robots, will arrive long before humanoids. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dive into KubeVirt with the vBrownBag crew and guest Eric Shanks!

AI Assistants have changed the way we live and work, and they continue to evolve. In this episode, we are joined by Art Chan, Worldwide Gen AI Specialist at AWS to talk about the unique goals and requirements businesses have when it comes to AI Assistants. We discuss they are changing the way we work as well as unexpected ways people are using this new technology. We then dive into Amazon Quick Suite, an AI powered workplace that connects employees to a wide range of data to help find answers and insights while maintaining security and privacy. For more on Amazon Quick Suite:https://aws.amazon.com/quicksuite/AWS Hosts: Nolan Chen & Malini ChatterjeeEmail Your Feedback: rethinkpodcast@amazon.com

How do you run one of the world's largest sovereign wealth funds (nearly $2 trillion) while innovating responsibly? In this episode of AWS Executive Insights, hear from Birgitte Bryne, CTO & COO of Norway's Norges Bank Investment Management (NBIM), about how NBIM is leveraging data-driven decision making and AI innovation to achieve resilience in the financial world. Take a listen as Tanuja Randery, AWS Managing Director for EMEA, interviews Byrne about NBIM's disciplined approach to digital transformation, including their decision to migrate to AWS public cloud and groundbreaking “Investment Simulator,” which uses AI to optimize trading decisions. Listeners will gain actionable insights on balancing innovation with pragmatism, building a culture of resilience, and leveraging generative AI for competitive advantage.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week's handpicked topics include:    OpenAI signs a 7-year, $38B cloud deal with AWS to secure massive GPU capacity and diversify beyond Microsoft. Announced Nov 3 (Pat) https://x.com/PatrickMoorhead/status/1985358316592079054?s=20  https://x.com/PatrickMoorhead/status/1985352179444863072?s=20  U.S. to block Nvidia's scaled-down AI chips to China; Nvidia CEO says there are "no active discussions" to sell Blackwell there. Nov 7. (Dan) https://x.com/PatrickMoorhead/status/1986380431260815544?s=20  https://x.com/PatrickMoorhead/status/1985690392239513969?s=20  Microsoft's UAE Nvidia AI chip deal: Microsoft secured U.S. government approval to ship 60,000 Nvidia AI chips to the UAE, with a broader $9.7 billion contract for AI cloud services. (Dan) Google makes Ironwood TPUs generally available and adds new Axion Arm VMs for inference-heavy workloads. Announced Nov 6 (Pat) https://x.com/PatrickMoorhead/status/1986854566835748959?s=20  Kimi 2 Thinking costs $4.6M Dan  https://x.com/PatrickMoorhead/status/1986930007554531470?s=20  Cheap MacBook (pat) https://x.com/PatrickMoorhead/status/1985774551318368696?s=20  Bulls & Bears Arm Earnings  https://x.com/PatrickMoorhead/status/1986771536960008301 https://investors.arm.com/static-files/bde7f15e-4bc8-4524-a0e9-e016889b520d https://x.com/danielnewmanUV/status/1986203347439824919 AMD Earnings  https://x.com/PatrickMoorhead/status/1985979219352908272 https://ir.amd.com/news-events/press-releases/detail/1265/amd-reports-third-quarter-2025-financial-results https://x.com/danielnewmanUV/status/1985822986063266013 https://x.com/danielnewmanUV/status/1985835687309165063 https://x.com/danielnewmanUV/status/1985895752372289986 Qualcomm Earnings  https://x.com/PatrickMoorhead/status/1986764581293977813 https://investor.qualcomm.com/news-events/press-releases/news-details/2025/Qualcomm-Earnngs-Release-Available-on-Companys-Investor-Relations-Website-c44bca3cf/default.aspx https://x.com/danielnewmanUV/status/1986185406744871045 Coherent Earnings  https://x.com/PatrickMoorhead/status/1986774118985794034 https://www.coherent.com/news/press-releases/first-quarter-fiscal-year-2026-results https://x.com/danielnewmanUV/status/1986205975171190977 Lattice Semiconductor Earnings  https://x.com/PatrickMoorhead/status/1985983349916143977 https://x.com/danielnewmanUV/status/1985475655241232529  

A new AI-led tech role has emerged with a massive increase of job postings, Corey Quinn explains why younger devs won't tolerate pain in the AWS, Thomas Ptacek makes the case that you should write an agent, Paul Kinlan goes deeper on his dead framework theory, and Andrew Gallagher says to stop vibe coding your unit tests.

AWS Morning Brief for the week of November 10th, with Corey Quinn. Links:AWS PrivateLink now supports cross-region connectivity for AWS ServicesAWS announces new partnership to power OpenAI's AI workloadsPrompt engineering with PartyRock: A guide for educators New whitepaper available – AI for Security and Security for AI: Navigating Opportunities and ChallengesFrom Business Logic to Working Code: How AWS Kiro Changes Who Can BuildCVE-2025-31133, CVE-2025-52565, CVE-2025-52881 - runc container issues Amazon CloudWatch Application Signals adds AI-powered Synthetics debuggingInside Amazon Connect: The evolution of a disruptorHow Indeed scaled Governance across 1,000+ AWS accounts with AWS Trusted Advisor Improper authentication token handling in the Amazon WorkSpaces client for LinuxHow Omnissa saved millions by migrating to Amazon RDS and Amazon EC2The Swift AWS Lambda Runtime moves to AWSLabsCVE-2025-12815 - RES web portal may display preview of Virtual Desktops that the user shouldn't have access to

The U.S. job market is experiencing a gradual slowdown, with the unemployment rate rising to 4.36% in October 2025, according to estimates from the Chicago Federal Reserve. Despite an increase in layoff announcements, initial unemployment claims remain low at 229,000, indicating some stability. Major companies like Amazon, UPS, and Target have announced significant job cuts, but studies suggest these layoffs are not primarily driven by artificial intelligence (AI) advancements. Instead, financial pressures and a lack of productivity gains from AI are cited as the main factors, with 96% of businesses reporting no significant efficiency improvements from AI implementations.Trust in generative AI is growing, with 48% of respondents expressing complete trust in these systems, compared to only 18% for traditional AI. However, only 40% of organizations are investing in governance and ethical safeguards, raising concerns about complacency rather than genuine trust. Gartner predicts that by 2026, half of companies will require AI-free critical thinking skills assessments, reflecting a growing dependency on AI. Additionally, a trend of rehiring laid-off employees suggests that the anticipated efficiency gains from AI may not be materializing as expected.The episode also highlights the transition of small and medium-sized businesses (SMBs) to AI-powered personal computers, driven more by the end of Windows 10 support than by a desire for AI features. Over 60% of SMBs prioritize performance, reliability, and security in their purchasing decisions. Managed service providers (MSPs) are positioned as essential partners in guiding these businesses through the upgrade process, especially as hiring slows and automation becomes more critical.For MSPs and IT service leaders, the key takeaway is to focus on delivering tangible value rather than succumbing to AI hype. As companies seek reliable solutions amidst economic uncertainties, MSPs can capitalize on the opportunity to provide guidance on effective technology implementations, compliance, and governance. The evolving landscape underscores the importance of building trust through measurable results and strategic partnerships, particularly as hyperscalers like Google and AWS enhance their AI infrastructure capabilities.  Four things to know today00:00 Everyone's Blaming AI for Layoffs — But the Real Problem Is Old-Fashioned Economics04:35 Generative AI Gains Global Trust, But Weak Governance and Deferred Spending Signal Market Correction Ahead09:29 SMBs Upgrade for Security, Not AI — MSPs Poised to Benefit as Hiring Stalls and Demand for Guidance Rises12:41 Google Unveils Ironwood AI Chip as AWS Expands MSP Program — Hyperscalers Double Down on AI Infrastructure and Partner Enablement This is the Business of Tech.    Supported by:  https://scalepad.com/dave/https://cometbackup.com/?utm_source=mspradio&utm_medium=podcast&utm_campaign=sponsorship

In this milestone 200th episode of The PowerShell Podcast, Frank Lesniak returns to chat with Andrew Pla about automation, community, and what it means to “bet on yourself.” Frank shares his experiences leading cybersecurity and enterprise architecture projects, using PowerShell for AWS security automation, and developing tools to simplify complex data exports. He also discusses the upcoming PowerShell Summit, his work with DuPage Animal Friends, and the value of giving back through mentorship, community involvement, and open source.   Key Takeaways: PowerShell in the cloud – Frank dives deep into AWS automation and explains how PowerShell can simplify security and configuration management at scale. From console to community – After years of speaking and mentoring, Frank emphasizes how collaboration and consistent effort lead to career growth and confidence. Giving back through leadership – As VP of DuPage Animal Friends, Frank highlights the power of using your professional skills for good beyond tech. Guest Bio: Frank Lesniak is a Sr. Cybersecurity & Enterprise Technology Architect at West Monroe, where he leads a 45-member team focused on Microsoft's M365/Modern Work platform. His team specializes in navigating the technical complexities of corporate M&A, executing at-scale divestitures and integrations centered on Azure, Microsoft 365, Entra ID, Active Directory, and Windows. An active contributor to the tech community, Frank is a published author, open-source contributor, and a frequent speaker at conferences and user groups on topics including PowerShell, artificial intelligence, and offbeat technical talks related to his hobbies. In his local community, he serves as the Vice President of DuPage Animal Friends, a non-profit dedicated to supporting DuPage County's sole open-admission animal shelter.   Resource Links: Connect with Frank -https://linktr.ee/franklesniak Frank Lesniak on X (Twitter) – https://x.com/FrankLesniak Frank on LinkedIn – https://linkedin.com/in/flesniak Connect with Andrew - https://andrewpla.tech/links DuPage Animal Friends – https://dupageanimalfriends.org Previous Podcasts with Frank - https://powershellpodcast.podbean.com/?s=Frank%20Lesniak PowerShell Wednesdays – YouTube Playlist PDQ Discord (PowerShell Scripting Channel) – https://discord.gg/PDQ PowerShell Summit OnRamp Scholarship – https://www.powershellsummit.org/on-ramp/ The PowerShell Podcast on YouTube: https://youtu.be/cQvs5s3T1DA

У свіжому дайджесті DOU News поговоримо про падіння акцій GTA 6, угоду Apple з Google та масштабну співпрацю OpenAI з AWS. А ще — про витік коду App Store, нову ШІ-війну між Amazon і Perplexity та інші теми українського ІТ та світового тек-сектору. Таймкоди 00:00 Інтро 00:24 НБУ хоче оподаткувати посилки до €150 02:41 Оборонні компанії зможуть бронювати працівників попри розшук 04:27 «DevOps Engineer» — курс від robot_dreams 05:43 Apple уклала угоду з Google на $1 млрд на рік 08:03 Новий випуск «копінги та допінги» з керівницею Google Україна 08:37 Apple випадково злила код нового App Store 09:58 iOS, iPadOS і macOS змінили Liquid Glass 12:30 Meta заробляє мільярди на шахрайських рекламах у Facebook 14:59 OpenAI уклала угоду з AWS на $38 млрд 16:31 Amazon і Perplexity розпочали війну ШІ-браузерів 18:33 ШІ-браузер Dia отримує найкращі функції Arc 21:37 Акції видавця GTA 6 впали після перенесення релізу 23:33 Нова святкова реклама Coca-Cola створена ШІ 25:47 Приватна компанія запустила власну космічну станцію 28:43 Що цього тижня рекомендує Женя: qqqa — LLM для розробників та подкаст про Rolex

** AWS re:Invent 2025 Dec 1-5, Las Vegas - Register Here! **Vice President of Solution Engineering Chris Timmerman reveals how Boomi's integration platform evolved into a no-code AI agent builder on AWS, serving 22,000 enterprises while solving the 95% failure rate in AI production deployments.Topics Include:Chris Timmerman shares his 9-year journey from Field CTO to VP Solution Engineering at BoomiBoomi connects cloud and on-premise systems, helping enterprises move data seamlessly since early 2000sThe platform serves 22,000+ customers, from order-to-cash processes to complex M&A integrationsNew CEO Steve Lucas pivoted Boomi toward generative AI when ChatGPT emergedBoomi approaches AI three ways: internal automation, product enhancement, and customer enablementAI Agent Studio lets users build agents on AWS Bedrock without writing codeAgent Garden marketplace allows partners to share specialized agents for Salesforce, NetSuite, and moreChris reveals 95% of enterprise AI projects fail to reach production due to data issuesAWS partnership since 2018 provides infrastructure plus hands-on engineering collaboration for problem-solvingHackathons with AWS engineers generate excitement and innovative solutions for customer challengesChris advises new AWS partners: "Don't be afraid to ask for help" and be transparentFuture vision: Partner with market leaders like AWS rather than reinvent foundational AI frameworksParticipants:Christopher Timmerman – Vice President, Solution Engineering, BoomiSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

“We are moving beyond simple query-response to task completion.” AWS's Swami Sivasubramanian joins Bloomberg Intelligence Software and Technology Analyst Anurag Rana to contrast consumer chatbots with enterprise agents and the controls they require. Topics include Agent Core for secure deployment (identity, tool use, memory, observability), QuickSuite for business users, Kero for developer workflows, and Transform for code modernization. Their conversation extends into data access across silos, model choice on Bedrock, and why production agents demand governance, connectors, and context. 

In today's Cloud Wars Minute, I call out AWS's slowdown in both innovation and momentum, as the rest of the hyperscalers redefine the future of cloud.Highlights00:15 — Now it's been interesting here as we watch the four hyperscalers recently, Microsoft, AWS, Google Cloud, and Oracle. We hear that cliche about a rising tide lifts all boats. And I would say that AWS is definitely the one of the four hyperscalers that is rising less slowly, less quickly, and to not as great a height.01:08 — AWS is the company that created the cloud infrastructure business, and for most of those 19 years, AWS deserved to be called the King of the Cloud. But a few years ago, Microsoft's cloud, Azure, became, you know, quite prominent. Google Cloud started to innovate wildly. Oracle has been on fire. AWS lost the role, the opportunity, the swagger of being the leader02:16 — It is now the follower. AWS is not the innovator, either in technology or in go-to-market ways, and these financial results prove that they certainly had a very nice Q3. You can't just bring metrics or comparative performance from other industries and apply it to the Cloud Wars. Those numbers that AWS put up were just not anywhere close to as good as those of its competitors.03:36 — So, in either of those cases, AWS is being dramatically outgrown by the other three hyperscalers. There's just no way around it, and in a detailed article that I'll have on cloudwars.com later today, I lay that out both for the quarterly numbers and the latest RPO and backlog figures.04:23 — And in the AI Revolution, these four companies are in large part helping the entire global economy to establish, "How am I going to move forward? What am I going to need to do?" The other three have all stolen the jump on AWS and become much more dynamic, and that's revealed in the customer demand, expressed as quarterly revenue and also going forward as RPO or backlog.05:28 — What we're seeing here is the fact that this, this notion of innovation, of, you know, relentless performance, relentless excellence, relentless progress. It can be brutal at times. And while AWS is a big, successful company, is going to be around for a long time, the numbers are showing it is no longer anywhere close to the leader. Visit Cloud Wars for more.

A new AI-led tech role has emerged with a massive increase of job postings, Corey Quinn explains why younger devs won't tolerate pain in the AWS, Thomas Ptacek makes the case that you should write an agent, Paul Kinlan goes deeper on his dead framework theory, and Andrew Gallagher says to stop vibe coding your unit tests.

In the history of technology era changes, things tend to change slowly at first, and then quickly all at once. We've now reached the beginning of the all-at-once era of AI change. SHOW: 974SHOW TRANSCRIPT: The Cloudcast #974 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:The Benefit of Bubbles (Stratechery)Cube Research - Energy needs of AIAre we building AI for Progress or Power? (Prof G Markets)Amazon earnings call (Oct 2025) transcriptMicrosoft Azure earnings call (Oct 2025) transcriptWHAT WAS THE LEADING AI TREND FOR EACH YEAR?2022 - What is ChatGPT2023 - What can GenAI do? (Jobs, Skills, etc.)2024 - Alternatives to OpenAI and NVIDIA, Where is Google?, Where is AWS?2025 - Open source in AI, AI Regulations, AI Partnerships, Deep Seek, AI Agents, AI Funding, AI Power Challenges, AI Gov't Involvement2026 - ???FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Tal Peleg, Senior Product Manager, and Coby Abrams, Cyber Security Researcher of Varonis, discussing their work and findings on Rusty Pearl - Remote Code Execution in Postgres Instances. The flaw could allow attackers to execute arbitrary commands on a database server's operating system, leading to potential data theft, destruction, or lateral movement across networks. While the vulnerability existed in PostgreSQL, Amazon RDS and Aurora were not affected, thanks to built-in protections like SELinux and AWS's automated threat detection. Still, the research underscores the importance of patching and configuration hygiene in managed database environments. The research can be found here: ⁠⁠⁠⁠Rusty Pearl: Remote Code Execution in Postgres Instances Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode Todd Conklin joins Jowanza Joseph to explore modern safety thinking: why human error is normal, how context shapes behavior, and why leadership response and system recoverability matter more than blame. They draw on examples from Los Alamos, AWS outages, SpaceX and everyday technology to show how organizations can design systems that tolerate failure and learn from it. Listeners will get practical insights into the five principles of human performance and how to build resilient systems that fail safely and recover quickly.

Tal Peleg, Senior Product Manager, and Coby Abrams, Cyber Security Researcher of Varonis, discussing their work and findings on Rusty Pearl - Remote Code Execution in Postgres Instances. The flaw could allow attackers to execute arbitrary commands on a database server's operating system, leading to potential data theft, destruction, or lateral movement across networks. While the vulnerability existed in PostgreSQL, Amazon RDS and Aurora were not affected, thanks to built-in protections like SELinux and AWS's automated threat detection. Still, the research underscores the importance of patching and configuration hygiene in managed database environments. The research can be found here: ⁠⁠⁠⁠Rusty Pearl: Remote Code Execution in Postgres Instances Learn more about your ad choices. Visit megaphone.fm/adchoices

Já diz a vasta sabedoria popular: Quem tem um backup, não tem nenhum! No Nerd na Cloud de hoje, vamos analisar a recente queda nos servidores da AWS, que paralisaram boa parte dos serviços online pelo mundo. Discutiremos o que realmente aconteceu, e o que aprendemos para evitar o mesmo problema no futuro! MAGALU CLOUD Conheça o Magalu Cloud: https://jovemnerd.short.gy/Magalu_Cloud_Nerd_na_Cloud ARTE DA VITRINE: Randall Random EDIÇÃO COMPLETA POR RADIOFOBIA PODCAST E MULTIMÍDIA Mande suas críticas, elogios, sugestões e caneladas para nerdcast@jovemnerd.com.br Learn more about your ad choices. Visit megaphone.fm/adchoices

Katie meets Jensen Huang and Meta's chief AI scientist Yann LeCun at No.10 as Nvidia hits a $5 trillion valuation. Plus, Danny and Katie discuss OpenAI's $38 billion AWS deal and the Sam Altman–Satya Nadella interview, exploring what it all means for AI's power, compute and future. And Katie reveals the tech-inspired Collins' Word of the Year – any guesses?Clips: BG2 Pod Hosted on Acast. See acast.com/privacy for more information.

This week, we discuss cloud earnings, Siri teaming up with Gemini, and AI bottlenecks. Plus, is cloning your dog weird? Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/1FjknxuDc9Y?si=JH6rSQHErGMQQp9w) 545 (https://www.youtube.com/live/1FjknxuDc9Y?si=JH6rSQHErGMQQp9w) Runner-up Titles Stack the deck Pets and Chickens Blame it on Android They're fungible Are they going to have to introduce a new principle? Managers of rocks The world we live in Marketing wins We're the healthy skeptics Rundown Ex-NFL star QB Brady claims his dog is a clone (https://www.espn.com/nfl/story/_/id/46848973/tom-brady-says-dog-clone-family-previous-pet) Cloud Earnings AI & Cloud Trends for October 2025 (https://www.thecloudcast.net/2025/11/ai-cloud-trends-for-october-2025.html) Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34% (https://www.cnbc.com/amp/2025/10/29/alphabet-google-q3-earnings.html) Google Cloud Q3 revenue surges 34% as backlog hits $155 billion (https://www.constellationr.com/blog-news/insights/google-cloud-q3-revenue-surges-34-backlog-hits-155-billion) Microsoft Azure sees 40% revenue growth in Q1 (https://www.constellationr.com/blog-news/insights/microsoft-azure-sees-40-revenue-growth-q1) Meta stock drops 10% as heightened AI spending overshadows strong results (https://www.cnbc.com/2025/10/30/meta-stock-earnings-ai-spend.html) Amazon revenues rise 13% on strength in cloud computing unit (https://giftarticle.ft.com/giftarticle/actions/redeem/b798e937-c39d-4e40-84a6-aa9210774e49) Clouded Judgement 10.31.25 - Cloud Giants Report Q3 (https://cloudedjudgement.substack.com/p/clouded-judgement-103125-cloud-giants?utm_source=post-email-title&publication_id=56878&post_id=177617088&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email) 7m OpenAI work users (https://openai.com/index/1-million-businesses-putting-ai-to-work/) Amazon's culture went the wrong way (https://cote.io/2025/11/01/amazons-culture-went-the-wrong.html) Octoverse: A new developer joins GitHub every second as AI leads TypeScript to #1 (https://github.blog/news-insights/octoverse/octoverse-a-new-developer-joins-github-every-second-as-ai-leads-typescript-to-1/) What do we think of GitHub saying there are 180m developers in the world? (https://cote.io/2025/10/31/what-do-we-think-of.html) AWS and OpenAI announce multi-year strategic partnership (https://www.aboutamazon.com/news/aws/aws-open-ai-workloads-compute-infrastructure) Amazon stock jumps on $38 billion deal with OpenAI to use hundreds of thousands of Nvidia chips (https://finance.yahoo.com/news/amazon-stock-jumps-on-38-billion-deal-with-openai-to-use-hundreds-of-thousands-of-nvidia-chips-145357373.html) Relevant to your Interests Azure outage: Microsoft still working on fix, says recovery expected in several hours (https://www.cnbc.com/2025/10/29/microsoft-hit-with-azure-365-outage-ahead-of-quarterly-earnings.html) Microsoft takes $3.1 billion hit from OpenAI investment (https://www.cnbc.com/amp/2025/10/29/microsoft-open-ai-investment-earnings.html) Meta Stock Slides After Earnings. (https://www.investors.com/news/technology/meta-stock-q3-2025-earnings-ai-meta-news-zuckerberg/) AWS to Bare Metal Two Years Later: Answering Your Toughest Questions (https://oneuptime.com/blog/post/2025-10-29-aws-to-bare-metal-two-years-later/view) Meta denies torrenting porn to train AI, says downloads were for “personal use” (https://arstechnica.com/tech-policy/2025/10/meta-says-porn-downloads-on-its-ips-were-for-personal-use-not-ai-training/) Shocker! Reversal in AI ROI slide-wisdom: AI does works well (https://cote.io/2025/11/01/shocker-reversal-in-ai-roi.html) SaaS Monopoly | Khushi Lunkad (https://www.linkedin.com/posts/khushilunkad_saas-monopoly-activity-7390752595469914112-UWVw?utm_medium=ios_app&rcm=ACoAAADVjQ8Btsl3lKfl-gEYa6_6hmjCdJyRJyw&utm_source=social_share_send&utm_campaign=copy_link) The State of Developer Experience and Developer Productivity (https://lp.jetbrains.com/devex-productivity-report-full-2025-dataviz/?tab-OneOfTabWrapperBlock-1756889760421-44980=their-top-pain-points-) Why the “Free” Chef Version Could Be Your Most Expensive Mistake | Chef (https://www.chef.io/blog/chef-open-source-software-advice) Nonsense Disney yanks channels from YouTube TV after media giants fail to resolve carriage dispute | CNN Business (https://www.cnn.com/2025/10/30/media/disney-youtube-deal-biz-hnk) Traffic hits record high as commuters rewrite the rush hour - Texas A&M Transportation Institute (https://tti.tamu.edu/2025/10/traffic-hits-record-high-as-commuters-rewrite-the-rush-hour/) Denny's to be acquired and taken private in a deal valued at $620 million (https://apnews.com/article/dennys-investors-deal-private-company-f626f6b8c27f29f698a5c823ba855fc3) Conferences SREDay Amsterdam (https://sreday.com/2025-amsterdam-q4/), November 7th, Coté speaking. Wiz Wizdom Conferences (https://www.wiz.io/wizdom), November 17-19, London DevOpsDayLA at SCALE23x (https://www.socallinuxexpo.org/scale/23x), March 6th, Pasadena, CA Use code: DEVOP for 50% off. CFP open until Dec. 1st. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Liquid Glass Transparency Toggle (https://www.macrumors.com/guide/ios-26-1-features/) Matt: The Other Two (https://www.imdb.com/title/tt8310612) Coté: NØLSON shirts (https://nolson.nl) Photo Credits Header (https://unsplash.com/photos/a-dog-sniffing-a-box-full-of-chickens-wyCOBbCztVw)

** AWS re:Invent 2025 Dec 1-5, Las Vegas - Register Here! **Learn how Anyscale's Ray platform enables companies like Instacart to supercharge their model training while Amazon saves heavily by shifting to Ray's multimodal capabilities.Topics Include:Ray originated at UC Berkeley when PhD students spent more time building clusters than ML modelsAnyscale now launches 1 million clusters monthly with contributions from OpenAI, Uber, Google, CoinbaseInstacart achieved 10-100x increase in model training data using Ray's scaling capabilitiesML evolved from single-node Pandas/NumPy to distributed Spark, now Ray for multimodal dataRay Core transforms simple Python functions into distributed tasks across massive compute clustersHigher-level Ray libraries simplify data processing, model training, hyperparameter tuning, and model servingAnyscale platform adds production features: auto-restart, logging, observability, and zone-aware schedulingUnlike Spark's CPU-only approach, Ray handles both CPUs and GPUs for multimodal workloadsRay enables LLM post-training and fine-tuning using reinforcement learning on enterprise dataMulti-agent systems can scale automatically with Ray Serve handling thousands of requests per secondAnyscale leverages AWS infrastructure while keeping customer data within their own VPCsRay supports EC2, EKS, and HyperPod with features like fractional GPU usage and auto-scalingParticipants:Sharath Cholleti – Member of Technical Staff, AnyscaleSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

Join Josh and Mark on this week's K‑12 Tech Talk as they break down the real-world effects of the federal government shutdown on schools, walk through a new federal AI bill (the GARD Act) and discuss major service outages that disrupted classrooms — including Chromebook/Google login problems, recent AWS and Entra incidents, and how districts should respond. Topics include the shutdown's impact on SNAP, Head Start and school nutrition programs, proposed age‑verification and disclosure rules for AI chatbots, Character.ai's under‑18 ban, Jamf's acquisition by Francisco Partners, and practical outage response tactics (status checks, communications, and redundancy thresholds). Expect hands‑on advice about managing departed staff accounts and shared Drive ownership, recommended tools and resources, plus sponsor shoutouts and listener contact info. A concise, actionable episode for district tech leaders and educators navigating policy, reliability, and student safety. Our new Swag Store is OPEN - Buy some swag (tech dept gift boxes, shirts, hoodies...)!!! -------------------- NTP Lumu ChromebookParts.com YouTube Channel Jurassic Parts with ChromebookParts.com Extreme Networks Fortinet Managed Methods -------------------- Join the K12TechPro Community (exclusively for K12 Tech professionals) Buy some swag (tech dept gift boxes, shirts, hoodies...)!!! Email us at k12techtalk@gmail.com OR our "professional" email addy is info@k12techtalkpodcast.com Call us at 314-329-0363 X @k12techtalkpod Facebook Visit our LinkedIn Music by Colt Ball Disclaimer: The views and work done by Josh, Chris, and Mark are solely their own and do not reflect the opinions or positions of sponsors or any respective employers or organizations associated with the guys. K12 Tech Talk itself does not endorse or validate the ideas, views, or statements expressed by Josh, Chris, and Mark's individual views and opinions are not representative of K12 Tech Talk. Furthermore, any references or mention of products, services, organizations, or individuals on K12 Tech Talk should not be considered as endorsements related to any employer or organization associated with the guys.

Send us a textA Florida beach meltdown, a nationwide cloud outage, and a truly awful Halloween costume walk into a workplace. What sounds like a joke turns into a sharp look at how culture, tech, and judgment collide where people get paid and policies get real. We return from a short break with fresh stories and hard lessons: how a single AWS failure rippled into payroll panic, why “it's just a costume” can become a harassment case, and what classic scenes from The Office still teach us about influence, uncertainty, and keeping teams steady when the headlines aren't.We share candid travel moments that morph into a discussion about public decency and liability, then pivot to an organizational behavior assignment featuring Michael Scott's surprising competence and Jim's cooler strategy. The contrast sets up a bigger point about leadership: sometimes you stabilize by dialing in the work; other times you intentionally break the tension. Knowing which move to make is culture management in action.From there, we unpack real HR mechanics. Outages expose how reliant we are on a handful of cloud rails and how unglamorous continuity planning saves actual paychecks. We talk tokenized mobile payments, vendor dependencies, communication trees, and the simple power of a backup plan. On the talent side, we challenge a common salary myth: it's not that people never negotiate, it's that strong recruiters pre‑close early. We walk through pay ranges, must‑have trade‑offs, and how clearer expectations prevent messy last‑minute asks that sour the relationship before day one.Finally, we lean into the Halloween talk: blackface is never okay, “terrorist” costumes are unacceptable, and sexualized gags at the office invite risk. If you want festive without fallout, set guardrails that are simple, inclusive, and enforced. We keep it snarky, but the aim is practical—help you avoid the next viral moment and build a team that can laugh without crossing lines.If this mix of real talk and useful tactics helps you navigate your own WTF moments, follow the show, share it with a colleague who needs it, and leave a quick review so others can find us. Which topic should we dig into next?Support the showWe want to hear from you.Text us or leave a voicemail (252) 564-9899‬email: feedback@jadedhr.comWant to:* Share a dumb employee question* Share a crazy story* Ask us a question* Share a best practice * Give us feedback Our Link Tree below has links to our social media sites, Patreon, Apple podcasts, Spotify & more.Please leave a review on your favorite podcast player and interact with us online!Linktree - https://linktr.ee/jadedhrFollow Cee Cee on IG - BoozyHR @ https://www.instagram.com/boozy_hr/

Would you trust a humanoid robot to unload your dishwasher? This week on Mixture of Experts, we revisit 1X NEO, a new humanoid robot, as it finally enters the home, seeking to automate tasks. How far are we from this reality? Next, Japan's copyright dispute with Sora 2, we discuss how AI training, synthetic data and IP are all impacting AI models. Finally, are there too many AI alliances? Our experts analyze the OpenAI and AWS partnership and what it means for AI infrastructure and multi-cloud strategies. Join host Tim Hwang and panelists Ambhi Ganesan, Ash Minhas and Sandi Besen on this week's Mixture of Experts. 00:00 – Intro 01:10 – Perplexity integrates with Snapchat, Coinbase AI agents, Instacart AI assistants and Google AI chips go to space 02:16 – 1X NEO humanoid robot 15:23 – Sora 2 copyright 26:49 – OpenAI and AWS partnership The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity. Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts Subscribe for AI updates → https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120

This week, our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dave Bittner⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Joe Carrigan⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Maria Varmazis⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (also host of the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠T-Minus⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Space Daily show) are sharing the latest in social engineering scams, phishing schemes, and criminal exploits that are making headlines. We start with some follow-up, listener Jay shared how Robinhood tackled a $25.4 billion phone scam problem with a simple fix—a bright yellow in-call banner that warns users, “We're not calling you. If the caller says they're from Robinhood, they're not—hang up.” Meanwhile, Myanmar's military blew up a major online scam center at KK Park, forcing over 1,500 people to flee into Thailand. Listener JJ reminds us it's “CAC cards,” not just “CAC,” and Shannon reports from Scooter's Coffee, where customers are now bringing chickens for pup cups—proving some pets really do rule the roost. Maria's story is on Bitdefender and NETGEAR's 2025 IoT Security Report, which found smart homes now face triple the attacks of last year—about 29 a day. Dave's story is on a cloud architect who exposed his AWS keys online, letting attackers hijack his account for crypto-mining and phishing. His takeaway: secure keys, limit privileges, and assume it can happen to you. Joe's got the story of scammers posing as banks or the FTC, using fake security alerts to trick older adults into draining their savings. The FTC says losses are skyrocketing—so don't move money or trust surprise calls or pop-ups. Our catch of the day comes from the Scams SubReddit, where a scammer got way more than what they signed up for in a text chain. Resources and links to stories: Robinhood LinkedIn post. Stragglers from Myanmar scam center raided by army cross into Thailand as buildings are blown up My AWS Account Got Hacked - Here Is What Happened False alarm, real scam: how scammers are stealing older adults' life savings Trying to scam the scammer ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Have a Catch of the Day you'd like to share? Email it to us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠hackinghumans@n2k.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Zack Kanter is the founder and CEO of Stedi, an API-first healthcare clearinghouse. After bootstrapping a wildly profitable auto-parts business, he sold it to tackle "the most complicated problem" he'd ever encountered: business-to-business transaction exchange. He spent years building EDI infrastructure, threw away the entire codebase eight times, and found extraordinary traction in healthcare. Stedi recently raised a $70M Series B co-led by Stripe and Addition. In this conversation, Brett and Zack discuss why venture capital means "going pro," why execution is never actually a moat, and how "eating glass" became Stedi's competitive advantage. In today's episode, we discuss: How 16-year-old Zack turned $2,500 into a wholesale empire Why bootstrapping means being "constrained by capital" and how VC removes that ceiling Why Zack rebuilt their EDI product eight times before launch The snake swallowing a deer: what extreme product-market fit really looks like What software companies can learn from discount retail and Toyota Why Stedi's new hires are told "everything's your fault now" And much more Where to find Zack: LinkedIn: https://www.linkedin.com/in/zkanter Twitter/X: https://x.com/zackkanter Where to find Brett: LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ Twitter/X: https://twitter.com/brettberson Where to find First Round Capital: Website: https://firstround.com/ First Round Review: https://review.firstround.com/ Twitter/X: https://twitter.com/firstround YouTube: https://www.youtube.com/@FirstRoundCapital This podcast on all platforms: https://review.firstround.com/podcast References: Aetna: https://www.aetna.com/ Amazon: https://www.amazon.com/ AWS: https://aws.amazon.com/ Blue Cross Blue Shield: https://www.bcbs.com/ Change Healthcare: https://www.changehealthcare.com/ Cigna: https://www.cigna.com/ Clay: https://www.clay.com/ Costco: https://www.costco.com/ Ford Motor Company: https://www.ford.com/ GM: https://www.gm.com/ HIPAA overview (HHS): https://www.hhs.gov/hipaa/index.html Jeff Bezos: https://x.com/JeffBezos Kanban / TPS (Toyota): https://global.toyota/en/company/vision-and-philosophy/production-system Microsoft Teams: https://www.microsoft.com/microsoft-teams NetSuite: https://www.netsuite.com/ O'Reilly Auto Parts: https://www.oreillyauto.com/ Peter Thiel: https://x.com/peterthiel Porter's five forces: https://www.isc.hbs.edu/strategy/pages/the-five-forces.aspx "Reality has a surprising amount of detail": https://johnsalvatier.org/blog/2017/reality-has-a-surprising-amount-of-detail Slack: https://slack.com/ Stedi: https://www.stedi.com/ Summit Racing: https://www.summitracing.com/ Target: https://www.target.com/ Walmart: https://www.walmart.com/ Zapier: https://zapier.com/ Timestamps: (01:24) Zack's first business (08:54) Why the first customer is tricky (10:12) The downside of bootstrapping (11:42) Why venture capital is like “going pro” (14:20) The confusion between ownership vs. control (16:08) Building a company you don't want to leave (20:46) Do things better than other people (24:49) Stedi's early years (31:43) Physical vs. digital product-market fit (34:41) How Stedi scaled decision-making (40:08) Stedi's journey to product-market fit (45:22) Finding founder-approach fit (50:42) “All software is a cascade of miracles” (52:52) The surprising lessons from discount retail (57:50) How the Toyota production system influences software (1:01:31) What it means to be a high-agency person (1:03:09) The core trait Zack looks for when hiring (1:02:57) Maintaining conviction in unconventional practice (1:14:19) When should you start to hire managers? (1:17:42) “Reality has a surprising amount of detail”

Welcome to Episode 414 of the Microsoft Cloud IT Pro Podcast.This episode covers the major cloud service disruptions that impacted both AWS and Azure in October 2025. Even the biggest cloud providers face operational challenges. Learn what happened, how it was resolved, and what IT pros should keep in mind for future resilience planning. Your support makes this show possible! Please consider becoming a premium member for access to live shows and more. Check out our membership options. Show Notes Back to the Future: 40th Anniversary in IMAX [RESOLVED] Increased Error Rates and Latencies Azure Status History All Changes to Azure Frondoor Configuration are blocked currently. About the sponsors Would you like to become the irreplaceable Microsoft 365 resource for your organization? Let us know!

In this urgent and eye-opening episode of Life of a CISO, Dr. Eric Cole dives into one of the most consequential moments in U.S. cybersecurity history: the expiration of the Information Sharing Act of 2015, which quietly lapsed the same day the government shut down. Dr. Cole explains how this coincidence has effectively cut off the flow of critical cyber threat intelligence between the U.S. government and private sector, leaving organizations blind to emerging attacks and operating at a major disadvantage. He breaks down the data-driven realities every CISO must communicate to their executive teams: The collapse of formal information sharing protections and the resulting liability risks for companies. The severe reduction of federal cybersecurity capacity, with 65% of CISA furloughed. The surge in cyberattacks from foreign adversaries exploiting U.S. vulnerability. Practical strategies for regaining the upper hand—reducing attack surfaces, deploying AI-based threat detection, and reassessing over-reliance on cloud providers following suspicious AWS and Microsoft outages. Dr. Cole urges CISOs to lead with data, not emotion, and to act decisively in this new era of "cyber wartime." Whether you're an executive or a security professional, this episode delivers the critical insights and strategic playbook you need to safeguard your organization when the nation's early warning system has gone dark.  

What if your biggest competitive advantage isn't how technologically advanced you are — but how psychologically agile your teams are?On today's episode, we sit down with Matt Garman — CEO of Amazon Web Services — to dig into the leadership frameworks behind one of the world's most innovative companies. We cover his “one-way vs. two-way doors” decision model, why “minimum lovable product” beats perfectionism, and how to push autonomy down while keeping trust and security high.We also explore what's really slowing AI adoption (and why replacing junior employees with AI is a terrible idea), why documents beat slide decks for high-stakes calls, and the long-view energy bets—including nuclear—that AWS believes will shape innovation and sustainability. Along the way, Matt shares the personal side of leading at speed: family dinners, golf as a reset, and the “support then challenge” cadence that helps teams sustain pace without burning out.What you'll learn:How to use the “one-way vs. two-way doors” framework to make faster, smarter decisionsWhy optimism (not naïveté) is a core competitive advantage for innovatorsThe key to shipping a minimum lovable product customers actually wantThe real frictions in AI adoption—and why replacing juniors with AI backfiresWhy long-horizon energy bets (including nuclear) matter for innovation and sustainabilityIf you're leading in a fast-moving world—or want to—this conversation offers practical frameworks and a shot of grounded optimism to help your team move faster, smarter, and with more heart.__________________________________Links & ResourcesSubscribe to our Youtube Channel for more conversations at the intersection of high performance, leadership, and wellbeing: https://www.youtube.com/c/FindingMasteryGet exclusive discounts and support our amazing sponsors! Go to: https://findingmastery.com/sponsors/Subscribe to the Finding Mastery newsletter for weekly high performance insights: https://www.findingmastery.com/newsletter Download Dr. Mike's Morning Mindset Routine: findingmastery.com/morningmindset!Follow on YouTube, Instagram, LinkedIn, and XSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink

Supreme Court Ruling on tariffs within weeks.... Say goodbye to the penny! November heading for a potential fall. Splits - Are they back? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter NEED A NEW CTP - How About a Crypto ETF? (IBIT) INTERACTIVE BROKERS Warm-Up - Supreme Court Ruling on tariffs within weeks.... - Say goodbye to the penny - November heading for a potential fall - Prediction - When will US Government Reopen - New Term - AI Washing Markets - OpenAI - even more deals - Palatir Earnings - Serepta FLOP -AMAZON BLOWOUT - Splits - Are they back? Election Day - Updates? The SAME Stories are making their way around - Seasonally good time for equities - Don't fight the Fed - Earnings trend - Buybacks again Under/Over on When US Government Opens - November 10th - Under/Over? November Outlook - On the heels of a good October... - Question: How much more is in the tank for blowouts? Earnings season is about over and what are other catalysts - Aside from Santa? - More NVDA excitement? More OpenAi deals??? - So much good news is priced in it is hard to imagine HUGE upside AI Washing - AI washing is a deceptive marketing tactic where companies exaggerate or falsely claim to use artificial intelligence in their products to appear more innovative and advanced. - It is also used when layoffs occur to say that there is less need for employees due to advances in technology. - Corporate giants Amazon, UPS and Target each announced layoffs in recent weeks totaling more than 60,000 jobs cut this year. Amazon - Great earnings - stock up HUGE to ATH ater the report - Amazon beats by $0.38, beats on revs; guides Q4 revs in-line - Reports Q3 (Sep) GAAP earnings of $1.95 per share, $0.38 better than the FactSet Consensus of $1.57; revenues rose 13.4% year/year to $180.17 bln vs the $177.91 bln FactSet Consensus. - Co reports Q3 operating income, excluding items, of $21.7 bln vs prior guidance of $15.5-20.5 bln. - North America segment sales increased 11.2% yr/yr to $106.27 bln. - International segment sales increased 14.0% yr/yr (+10% CC) to $40.90 bln. - AWS segment sales rose 20% yr/yr (+20% CC) to $33.01 bln. - Advertising Services rose 24% yr/yr (+22% CC) to $17.70 bln. - Co issues in-line guidance for Q4, sees Q4 revs of $206-213 bln vs. $208.41 bln FactSet Consensus. Co guides to Q4 operating income of $21-26 bln. OpenAi and Amazon - OpenAI has signed a $38 billion deal with Amazon Web Services, and will immediately start accessing Nvidia's graphics processing units. - This is one of OpenAI's biggest moves away from Microsoft, which was the company's exclusive cloud provider until earlier this year. - The partnership gives OpenAI the flexibility to scale infrastructure through 2026 and beyond. - Under the agreement announced on Monday, OpenAI will immediately begin running workloads on AWS infrastructure, tapping hundreds of thousands of Nvidia's graphics processing units (GPUs) in the U.S., with plans to expand capacity in the coming years. - Amazon up another 5% Palantir Earnings - Palantir Technologies prelim Q3 $0.21 vs $0.17 FactSet Consensus; revs $1.18 bln vs $1.09 bln FactSet Consensus - Palantir Technologies sees Q4 revs $1.327-1.331 bln vs $1.18 bln FactSet Consensus - Stock up slightly - been on a rager lately.... ATH - Stock down 8% on Tuesday - most of the good news is priced in? AMD Earnings - Advanced Micro Devices beats by $0.03, beats on revs; guides Q4 revs above consensus (250.05 -9.60) - Reports Q3 (Sep) earnings of $1.20 per share, $0.03 better than the FactSet Consensus of $1.17; revenues rose 35.6% year/year to $9.25 bln vs the $8.

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we dig into OpenAI's newly cleared path to an IPO, what trillion-scale capex vs. current revenue implies, and how Microsoft's 27% stake, IP rights, and fresh AWS entanglements complicate the story. We debate whether the market can stomach years of heavy losses, why “AGI or bust” creates systemic risk, and what happens if model gains plateau, compute economics flip, or fast followers erase any AGI edge. Finally, we look at Apple's iPhone 17 resurgence—why it's hitting now and whether it's enough without a breakthrough assistant. Tune in for a clear walkthrough of tech's biggest news with one of the industry's sharpest analysts. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

If you think managing Kubernetes clusters is hard, what about managing Kubernetes clusters across three different public clouds? We dive into the challenges that arises from running multi-cloud Kubernetes workloads. These challenges include workload identity, DNS query resolutions, and security. Here to help us navigate this complexity and offer possible solutions is Goutam Tadi, Staff... Read more »

We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink

We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink

If you think managing Kubernetes clusters is hard, what about managing Kubernetes clusters across three different public clouds? We dive into the challenges that arises from running multi-cloud Kubernetes workloads. These challenges include workload identity, DNS query resolutions, and security. Here to help us navigate this complexity and offer possible solutions is Goutam Tadi, Staff... Read more »

Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from October 2025.SHOW: 973SHOW TRANSCRIPT: The Cloudcast #973 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS"SPONSORS:[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcastSHOW NOTES:Link to October 2025 News and ArticlesFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

AI Revolution, Cloud Growth, and the Virtual Cell. Brandon Weichert reports on how AI is driving massive growth in cloud computing, exemplified by Amazon's surging shares and AWS growth, reaching paces "we haven't seen since 2022." Weichert dismisses fears of an "AI crash" as fear-mongering rooted in ignorance and past market bubbles, arguing that AI is sparking new sectors and enhancing productivity across industries. He details the cutting-edge application of AI in creating a "virtual cell"—computer models that simulate cell functions to speed up drug discovery, understand disease mechanisms, and inform scientific investigation. 1951

SHOW 11-3-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1895 TRINIDAD THE SHOW BEGINS IN THE DOUBTS ABOUT VENEZUELA. FIRST HOUR 9-915 Middle East Disorder, Gaza Ceasefire, and Lessons from War Reporting. Bill Roggio and Husain Haqqani address the persistent disorder in the Middle East, noting that the Gaza ceasefire ("hudna") is only a pause. Ambassador Haqqani critiques the flawed concept of pursuing a "war to end all wars," suggesting the world is a situation to endure, not solve permanently. Bill Roggio compares the current stabilization efforts to the failed attempts in Afghanistan following the Taliban's ouster, noting that key players like Hamas remain undefeated or unwilling to disarm. Both experts stress the difficulty of verifying initial reports of mass violence, urging patience and skepticism regarding premature assumptions about perpetrators or motivations. 915-930 Middle East Disorder, Gaza Ceasefire, and Lessons from War Reporting. Bill Roggio and Husain Haqqani address the persistent disorder in the Middle East, noting that the Gaza ceasefire ("hudna") is only a pause. Ambassador Haqqani critiques the flawed concept of pursuing a "war to end all wars," suggesting the world is a situation to endure, not solve permanently. Bill Roggio compares the current stabilization efforts to the failed attempts in Afghanistan following the Taliban's ouster, noting that key players like Hamas remain undefeated or unwilling to disarm. Both experts stress the difficulty of verifying initial reports of mass violence, urging patience and skepticism regarding premature assumptions about perpetrators or motivations. 930-945 Post-Ceasefire Gaza Hostages and Hezbollah Regeneration in Lebanon. David Daoud and Bill Roggio discuss how following the Gaza ceasefire, the process of returning remains of slain hostages remains delayed, which Daoud suggests Hamas uses as leverage to prevent Israel from resuming conflict and entrenching a "post-war mentality." Experts note that Hezbollah is actively regenerating its military capabilities in Lebanon, bypassing disarmament efforts. Despite continuous, targeted Israeli strikes against Hezbollah personnel, there is minimal international condemnation because the organization maintains overwhelming Shiite support and the Lebanese government fails to enforce disarmament. Plans for an international security force in Gaza remain vague. 945-1000 Post-Ceasefire Gaza Hostages and Hezbollah Regeneration in Lebanon. David Daoud and Bill Roggio discuss how following the Gaza ceasefire, the process of returning remains of slain hostages remains delayed, which Daoud suggests Hamas uses as leverage to prevent Israel from resuming conflict and entrenching a "post-war mentality." Experts note that Hezbollah is actively regenerating its military capabilities in Lebanon, bypassing disarmament efforts. Despite continuous, targeted Israeli strikes against Hezbollah personnel, there is minimal international condemnation because the organization maintains overwhelming Shiite support and the Lebanese government fails to enforce disarmament. Plans for an international security force in Gaza remain vague. SECOND HOUR 10-1015 NYC Election, Famine Propaganda, and Foreign Influence on Campus. Malcolm Hoenlein discusses the New York City mayoral election, focusing on the populist rise of candidate Zelldin Maamoun, whose anti-Israel stance and lack of economic knowledge threaten the city's large Israeli-founded tech sector. He reveals that a World Health Organization official admitted that promoting "famine" in Gaza was a deliberate communications and political pressure strategy, despite adequate food supply. Hoenlein confirms that Hezbollah is rearming and refashioning ordnance in Lebanon, forcing Israel's hand. University leaders have begun acknowledging that campus unrest was largely foreign-driven, specifically citing Iran. Indonesia is noted as a potential key player in future Abraham Accords. 1015-1030 NYC Election, Famine Propaganda, and Foreign Influence on Campus. Malcolm Hoenlein discusses the New York City mayoral election, focusing on the populist rise of candidate Zelldin Maamoun, whose anti-Israel stance and lack of economic knowledge threaten the city's large Israeli-founded tech sector. He reveals that a World Health Organization official admitted that promoting "famine" in Gaza was a deliberate communications and political pressure strategy, despite adequate food supply. Hoenlein confirms that Hezbollah is rearming and refashioning ordnance in Lebanon, forcing Israel's hand. University leaders have begun acknowledging that campus unrest was largely foreign-driven, specifically citing Iran. Indonesia is noted as a potential key player in future Abraham Accords. 1030-1045 US Military Buildup Near Venezuela and Opposition Support for Action. Ernesto Araújo and Alejandro Peña Esclusa discuss the unprecedented US military buildup at the former Roosevelt Roads Naval Base in Puerto Rico, interpreted as preparations for action against Venezuela. Peña Esclusa clarifies that the true Venezuelan opposition, led by María Corina Machado (who won 93% of the primary vote), supports US action against the Maduro drug cartel. Araújo asserts that this is viewed regionally as a "crusade against organized crime," not an invasion, and would be welcomed by people tired of instability. This credible threat is already pressuring Venezuelan military officials to negotiate Maduro's exiIT. 1045-1100 US Military Buildup Near Venezuela and Opposition Support for Action. Ernesto Araújo and Alejandro Peña Esclusa discuss the unprecedented US military buildup at the former Roosevelt Roads Naval Base in Puerto Rico, interpreted as preparations for action against Venezuela. Peña Esclusa clarifies that the true Venezuelan opposition, led by María Corina Machado (who won 93% of the primary vote), supports US action against the Maduro drug cartel. Araújo asserts that this is viewed regionally as a "crusade against organized crime," not an invasion, and would be welcomed by people tired of instability. This credible threat is already pressuring Venezuelan military officials to negotiate Maduro's exiIT.THIRD HOUR 1100-1115 Russia's New Glide Bombs and Ukraine's Battlefield Crisis at Kurakhove. John Hardie and Bill Roggio discuss how Russia has introduced new, longer-range guided glide bombs (like the UMPK and Grom-E1) that utilize cheap kits or purpose-built designs, offering a cost-effective, more survivable standoff weapon to attack critical infrastructure deep inside Ukraine. Meanwhile, the situation in the key logistics hub of Kurakhove is deteriorating, with Russian infantry infiltrating the city, disrupting crucial drone and mortar positions, and threatening to encircle remaining Ukrainian forces. Russia continues to maintain maximalist peace demands, including a ban on Ukraine joining NATO and demilitarization, resulting in the cancellation of proposed peace talks. 1115-1130 Russia's New Glide Bombs and Ukraine's Battlefield Crisis at Kurakhove. John Hardie and Bill Roggio discuss how Russia has introduced new, longer-range guided glide bombs (like the UMPK and Grom-E1) that utilize cheap kits or purpose-built designs, offering a cost-effective, more survivable standoff weapon to attack critical infrastructure deep inside Ukraine. Meanwhile, the situation in the key logistics hub of Kurakhove is deteriorating, with Russian infantry infiltrating the city, disrupting crucial drone and mortar positions, and threatening to encircle remaining Ukrainian forces. Russia continues to maintain maximalist peace demands, including a ban on Ukraine joining NATO and demilitarization, resulting in the cancellation of proposed peace talks. 1130-1145 Supreme Court, Trade Tariffs, and the Stagnant Order. Alan Tonelson discusses a Supreme Court case challenging the president's tariff powers (the "Liberation Day tariffs"), which he expects the administration to win. Tonelson cites historical deference to presidential foreign policy power and the president's authority to use other well-established tariffing measures, calling arguments against his powers "legally ignorant." The conversation also explores Michael Beckley's theory of a "stagnant order" among superpowers, leading them to act parasitically or defensively. Tonelson disagrees with the stagnation premise for the US, anticipating a major productivity boom thanks to artificial intelligence. 1145-1200 Supreme Court, Trade Tariffs, and the Stagnant Order. Alan Tonelson discusses a Supreme Court case challenging the president's tariff powers (the "Liberation Day tariffs"), which he expects the administration to win. Tonelson cites historical deference to presidential foreign policy power and the president's authority to use other well-established tariffing measures, calling arguments against his powers "legally ignorant." The conversation also explores Michael Beckley's theory of a "stagnant order" among superpowers, leading them to act parasitically or defensively. Tonelson disagrees with the stagnation premise for the US, anticipating a major productivity boom thanks to artificial intelligence. FOURTH HOUR 12-1215 AI Revolution, Cloud Growth, and the Virtual Cell. Brandon Weichert reports on how AI is driving massive growth in cloud computing, exemplified by Amazon's surging shares and AWS growth, reaching paces "we haven't seen since 2022." Weichert dismisses fears of an "AI crash" as fear-mongering rooted in ignorance and past market bubbles, arguing that AI is sparking new sectors and enhancing productivity across industries. He details the cutting-edge application of AI in creating a "virtual cell"—computer models that simulate cell functions to speed up drug discovery, understand disease mechanisms, and inform scientific investigation. 1215-1230 Iran's Contradictory Nuclear Signals and Proxy Support. Jonathan Schanzer and Bill Roggio discuss how Iran is sending contradictory messages regarding its nuclear enrichment program and negotiations, with President Pezeshkian ("the dove") threatening to restart enrichment. Schanzer explains that "reformists" like Pezeshkian serve as a calculated front to signal openness while building leverage for future talks. Iran appears willing to risk future strikes, believing it can absorb them. However, Iran's ability to significantly rebuild its air defenses is complicated by the risk of UN snapback sanctions potentially deterring Russia and China from supplying advanced systems. Sanctions relief remains a key factor in Iran's proxy support. 1230-1245 UNIFIL's Failure, Hezbollah's Rebuilding, and Syria's Fragmented Future. Edmund Fitton-Brown, Ahmad Sharawi, and Bill Roggio label the UN Interim Force in Lebanon (UNIFIL) a "spectacular failure" that allowed Hezbollah's military buildup near the Israeli border. Despite the ceasefire terms requiring demilitarization south of the Litani River, the Lebanese government is stalling. Hezbollah is actively rebuilding its infrastructure, forcing Israel to conduct targeted enforcement actions. They also discuss Syrian President Ahmad al-Sharaa, who is seeking international legitimacy, sanctions relief, and partners to counter ISIS, even as his state remains domestically fragmented by regional demands for separation or autonomy. 1245-100 AM UNIFIL's Failure, Hezbollah's Rebuilding, and Syria's Fragmented Future. Edmund Fitton-Brown, Ahmad Sharawi, and Bill Roggio label the UN Interim Force in Lebanon (UNIFIL) a "spectacular failure" that allowed Hezbollah's military buildup near the Israeli border. Despite the ceasefire terms requiring demilitarization south of the Litani River, the Lebanese government is stalling. Hezbollah is actively rebuilding its infrastructure, forcing Israel to conduct targeted enforcement actions. They also discuss Syrian President Ahmad al-Sharaa, who is seeking international legitimacy, sanctions relief, and partners to counter ISIS, even as his state remains domestically fragmented by regional demands for separation or autonomy.

OpenAI: reportedly losing $12 billion a quarter.