Podcasts about Azure

Traditional peer review processes are breaking down in the new AI era. Dylan Ratcliffe, founder and CEO of Overmind Technology, joins Ned and Kyler to discuss the importance of treating AI as a machine to be audited rather than a peer. Together they share practical advice on how to adapt peer review processes and culture... Read more »

Traditional peer review processes are breaking down in the new AI era. Dylan Ratcliffe, founder and CEO of Overmind Technology, joins Ned and Kyler to discuss the importance of treating AI as a machine to be audited rather than a peer. Together they share practical advice on how to adapt peer review processes and culture... Read more »

Anika sat down with Leysan Zigangirova to explore how marketing leadership must evolve as artificial intelligence makes content creation almost free. The conversation revealed a crucial truth: AI cannot replace human judgment, strategic risk-taking, or deep audience insight. Leysan's 15-plus-year background spanning Procter & Gamble, Philip Morris, Microsoft, Nebius, and now Async offered practical insights into transitioning from consumer marketing to tech startups, rebranding major products, and keeping human taste at the center of innovation.   In This Episode The early career roots in consumer market intelligence at P&G and managing the Marlboro Gold original rebrand Shifting from fast-moving consumer goods to enterprise tech at Microsoft Building Yandex Cloud from scratch and leading the visual identity and brand name creation for Nebius Taking a 15-country sabbatical around the world and how it built mental agility for the AI era Why marketing must share a revenue KPI with sales to eliminate department silos The danger of waiting for perfect data versus making bold, human-driven decisions Why Async shifted from Podcastle to focus on asynchronous creativity and editing co-creation The growing importance of human taste as a competitive advantage against AI-generated "slop"   Timestamps 04:11 — Managing the Marlboro Lights rebrand to Marlboro Gold and navigating ethical challenges within restricted tobacco markets. 07:13 — Transitioning into the technology sector at Microsoft and working on the Azure cloud rollout. 08:58 — Building Yandex Cloud from scratch and co-founding the brand identity for Nebius, leading to $700 million in strategic financing. 10:33 — Taking a life-changing 15-country global sabbatical and using that mental agility to adapt to fast-paced AI environments. 16:11 — Unifying metrics: Why marketing and sales must share revenue KPIs to build trust and eliminate departmental silos. 18:37 — Navigating uncertainty: The danger of waiting for complete data and why human risk-taking separates leaders from AI. 21:30 — Balancing AI automation with human judgment, resource reality, and operational limitations. 23:48 — The evolution of Async: Transitioning from Podcastle to an AI-native editing co-pilot for asynchronous creativity. 25:44 — The value of human taste: Why subjective perspective and authentic quality serve as the ultimate competitive defense against AI "slop". 31:47 — Advice for modern founders: Starting with core user conversations and anchoring strategy in founder passion.   Key Insights & Takeaways   Insight 1: AI Lacks Resource Reality and Risk-Taking   While AI optimizes productivity and text/image generation, it cannot comprehend internal team dynamics, operational capabilities, or resource realities. Furthermore, AI avoids risk, whereas human leadership relies on making bold decisions with incomplete data.   Insight 2: Marketing Must Share Revenue KPIs   Treating marketing purely as a brand equity exercise builds a wall between departments. When marketing shares a revenue KPI with sales, data tracking improves, inter-departmental hostility dissolves, and both teams work cohesively.   Insight 3: Speed Trumps Perfect Data in Fast-Moving Markets   Planning cycles have shrunk from annual strategies down to monthly or bi-weekly alignments. Waiting for complete data causes organizations to miss their window; modern leaders must embrace calculated risks and navigate blind spots faster than competitors.   Insight 4: Human Taste is the Ultimate Competitive Advantage   As AI-generated content increases, the internet is flooded with low-quality "slop". True market distinction stems from human taste, subjective perspective, and genuine emotional connections that technology cannot replicate.   Insight 5: Rebranding Requires a Deep Structural Pivot   A successful rebrand goes far beyond semantics. When Podcastle evolved into Async, it mirrored a complete structural shift toward asynchronous video creation, ensuring the brand identity aligned directly with evolving user needs and product reality.   Resources & Links Mentioned Async (formerly Podcastle)  Nebius Microsoft Azure   About Leysan Zigangirova Leysan Zigangirova is a seasoned marketing leader with over 15 years of experience scaling global brands. Starting her career in consumer and market intelligence at Procter & Gamble and managing iconic portfolios at Philip Morris, she later transitioned into technology. She spent four years at Microsoft, helped build Yandex Cloud from scratch as a founding member, created the brand identity for Nebius—which attracted $700 million in financing—and traveled across 15 countries on a life-changing sabbatical. Today, she serves as the Chief Marketing Officer at Async, helping creators and teams embrace asynchronous video creation and AI-driven editing.   Connect with Leysan LinkedIn: https://www.linkedin.com/in/lzigangirova/ Website:  https://async.com Like the show? Leave us a rating or review: https://lovethepodcast.com/67940257010b317cdaa9d857Follow the Show: https://followthepodcast.com/67940257010b317cdaa9d857Send a Message: https://podcastfeedback.com/67940257010b317cdaa9d857Check out our Website: https://www.yourbrandamplified.comSpeak to my Delphi Clone: https://www.delphi.ai/amplifywithanika Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

William Collins and Eyvonne Sharp dig into the latest AI headlines, from the largest copyright settlement in American history to stolen AI models and invisible watermarks on Claude output. Plus, they discuss why so many companies have rallied around NVIDIA’s support for open weight AI models. Our hosts also examine the biggest questions arising from... Read more »

William Collins and Eyvonne Sharp dig into the latest AI headlines, from the largest copyright settlement in American history to stolen AI models and invisible watermarks on Claude output. Plus, they discuss why so many companies have rallied around NVIDIA’s support for open weight AI models. Our hosts also examine the biggest questions arising from... Read more »

Alice Han and James Kynge break down Microsoft's five-year retreat from China — shuttered offices, closed retail stores, and thousands of jobs wound down — while the company quietly keeps selling Azure and AI services to Chinese giants like ByteDance and Shein. They dig into what's driving the pullback, whether this is the decoupling everyone's been warning about, and the irony that Microsoft's Beijing R&D center helped train alumni now leading rivals like DeepSeek and SenseTime. Then: former Chinese premier Zhu Rongji — the man who steered China into the WTO in 2001 and became known as "China's Thatcher" — has died at 97. Alice and James look at his legacy, from a 12x increase in China's global trade to the tens of millions of state-enterprise workers laid off along the way, and what the surprisingly unscripted outpouring of grief on Weibo says about China today. Finally: Typhoon Dolphin has weakened to a tropical storm, but not before forcing over a million evacuations, grounding 40% of Shanghai's flights, and pushing Hong Kong to its hottest day on record. Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Apple has emphasized privacy and on-device intelligence over launching a branded large language model or chatbot. Through 2024, Apple's AI features relied on the Neural Engine in A series and M series chips, while research and development expense reached about $29.9 billion in fiscal 2023. Microsoft overtook Apple in market value in January 2024 as investors priced in Azure's AI growth, and Nvidia's gains reflected demand for AI accelerators. Apple reported about $383.3 billion in fiscal 2023 revenue, including roughly $200.6 billion from iPhone and about $85.2 billion from Services. Developers face trade-offs between on-device and cloud AI, with Apple's chip roadmap supporting local inference and cloud providers offering larger models. Founders should design hybrid architectures and monitor Apple's software and hardware events for AI-related updates.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Internal policy conflicts hamper U.S. military AI leadership. Clop claims GE, Philips and Shell. Attackers actively probe internet-facing GeoServer instances. “The Hatman” offers millions of alleged employee records for sale. ETSI begins the approval process for European cyber standards. Microsoft is still working on a patch for the ShieldBreak vulnerability. Autonomous AI systems create CPU bottlenecks. Monday business briefing. Our guest is Nick Warner, CEO at Neo.ai, on the shifting landscape around AI and agentic security. AI agents kneecap each other with self-replicating malware. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest On today's Industry Voices segment, we are joined by Nick Warner, Neo.ai's CEO, discussing the shifting landscape around AI and agentic security. If you enjoyed this conversation, be sure to check out the full interview here. Selected Reading The U.S. Military Wants A.I. Dominance. Feuds and China May Thwart It. (The New York Times) Philips and GE investigating Clop ransomware data theft claims (Bleeping Computer) Attackers Probe Critical GeoServer SQL Injection Vulnerability (Hack Read) Crook hawks millions of records allegedly plundered from corporate Azure tenants (The Register) ETSI Proposes 17 Cybersecurity Standards to Support EU CRA (Infosecurity Magazine) Microsoft working on Defender patch for ShieldBreak zero-day (Bleeping Computer) Agentic AI Crunch Creates CPU Comeback (IEEE Spectrum) Corma raises $60 million in seed funding. (N2K) Conflicting Test Goals Pushed Claude Agents to Deploy Self-Replicating Malware (SecurityWeek) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc.

Andrew Pla sits down with TJ Turner at Microsoft's TechMentor conference @ Microsoft HQ in Redmond, Washington, for a conversation about PowerShell, career growth, and the parts of working in IT that don't show up in the documentation. TJ traces his path from infrastructure through K-12, finance, and retail to his current role as a Cloud Evangelist at TD SYNNEX, along with his early days using PowerShell v2 and v3, competing in the Scripting Games, and helping start the Philadelphia PowerShell User Group. They also dig into real-world automation wins, including a PowerShell workflow that helped validate thousands of systems before a holiday weekend, plus burnout, community, asking for help, and what years of broken demos and IT mistakes can teach you about staying prepared and learning to adapt. Key Takeaways: · What got you here won't get you there. TJ's career moved from hands-on infrastructure into distribution, cloud, and technical evangelism, and none of those moves were necessarily part of the original plan. Staying open to new roles, skills, and opportunities has been a big part of that growth. · PowerShell changes how you think, not just how you work. TJ shares examples of using PowerShell to validate thousands of systems, automate VMware update workflows, and collect detailed system state information. Over time, that automation mindset became part of how he approaches problems, even as his career moved beyond day-to-day infrastructure work. · Community and communication are technical skills too. Whether it's recognizing burnout, asking for help, meeting someone at a conference, or admitting you don't know an answer during a presentation, the ability to connect with other people can have just as much impact on your career as knowing the technology. Guest Bio: TJ Turner is a Cloud Evangelist at TD SYNNEX, one of Microsoft's largest distributors in the CSP and partner channel. His background is in infrastructure, with experience spanning K-12, financial services, retail, and other enterprise environments. TJ got started with PowerShell during the v2 and v3 era, competed in the Scripting Games, and helped found the Philadelphia PowerShell User Group. Today, his work includes Azure, Microsoft 365, security, GitHub, DevOps, and helping partners grow their businesses. Resource Links: · TD SYNNEX Microsoft Partner Programs: https://www.tdsynnex.com/na/us/Microsoft/ · PDQ Connect PowerShell Scanner: https://www.pdq.com/powershell-scanner/ · PDQ PowerShell Scanner Blog Post: https://www.pdq.com/blog/the-powershell-scanner-has-arrived-in-pdq-connect/ · PDQ Community PowerShell Scanners Repository: https://github.com/pdqcom/PowerShell-Scanners · TJ Turner on LinkedIn: https://www.linkedin.com/search/results/people/?keywords=TJ+Turner+TD+SYNNEX The PowerShell Podcast on YouTube: https://youtu.be/ce9vxdkzDbo  

Watch ADS-FREE: https://podcasts.apple.com/us/channel/djamgamind/id6760446113Visit our Research Hub at https://djamgamind.com/pdfsImportant Topics:* OpenAI Previews Ultrafast on GPT-5.6 Sol: A Cerebras-powered API tier speeds answers by up to 14x, reaching 750 tokens per second. On Humanity's Last Exam, Sol with Ultrafast finished 2,500 questions in 11 hours versus 78 for Fable at comparable results. Invite-only preview, no listed price; the partnership committed 750MW of Cerebras compute in January.* Anthropic's Agents Wage a Turf War: Three hidden Claude co-owners of one codebase, each assigned a rewrite in a different language, escalated into four hours of sabotage. One agent's software impersonated a rival's to fool a monitoring program; others locked competitors out. Peace, where it emerged, often required a call for human backup.* Apple Builds a China-Specific Model with Alibaba: Apple developed a tailored LLM for China using Alibaba's Qwen alongside Baidu technology, registered with the Cyberspace Administration, expected to ship with iOS 27 -- potentially the only Western firm authorized to offer proprietary AI in China.* Zhipu Releases GLM-5.3: The Chinese startup claims the most powerful open-weights coding model, outperforming OpenAI on agent-based coding benchmarks. The system identified 2,436 software vulnerabilities across 269 projects. Weights go open source after a two-week security review.* Google Ships Gemini 3.7 Flash: Google's new "workhorse" model holds pricing flat at $0.75 input / $3.75 output per million tokens while gaining 10-15 percentage points on FrontierCode 1.1 Main and DeepSWE v1.1, and 12 points on the GDP.pdf document benchmark.* Ramp Data: Enterprises Reject the Frontier: Anthropic leads adoption at 43.5% of Ramp's U.S. business clients, but only 6% of their token spend goes to Fable 5. GPT-5.6 Sol takes 25% of token usage among OpenAI customers. Open-source and Chinese models rise to 6.1% of AI-spending customers; xAI hits 4% on its fastest growth month since July 2025.* Android Pivots From Apps to Agents: Android ecosystem president Sameer Samat describes the shift from manual app navigation to agent-based systems, spanning phones, computers, cars, watches and glasses, plus a new voice-to-text keyboard called Rambler.* WhatsApp Tests On-Device Scam Detection: On-device AI flags suspicious conversations from unknown contacts with warnings invisible to the sender.* Trump Signs 100% Drone Tariff: Imported drones over 55 pounds with security-sensitive capabilities face a 100% tariff; smaller drones 25%. Effective within 21 days.* Google Ordered to Ease Rival App Installs: Judge James Donato ordered Google to strip extra confirmation screens blocking alternative Android app stores within one week.

If you ask an AI chatbot what its favorite color is, chances are it’ll say blue. What’s going on? This hour, we look at why so many people love the color blue, and what blue means in art and culture and our lexicon. Plus: Why are Democrats blue and Republicans red? And, the universe is getting less blue? GUESTS: Kory Stamper: Lexicographer, and author of True Color: The Strange and Spectacular Quest to Define Color–from Azure to Zinc Pink Kushin Mukherjee: Postdoctoral scholar in the Cognitive Tools Lab at Stanford University Einav Rabinovitch-Fox: Historian, Visiting Professor of History at Case Western Reserve University, and Managing Editor at the Cleveland Museum of Art Ivan Baldry: Professor of Astrophysics at Liverpool John Moores University Music featured (in order): Blue (Da Ba Dee) – Eiffel 65 Am I Blue – Dinah Washington Blue – Joni Mitchell Blue Skies – Eva Cassidy Blue Money – Van Morrison I Guess That’s Why They Call It the Blues – Alessia Cara Support the show: http://www.wnpr.org/donateSee omnystudio.com/listener for privacy information.

Devin: What is your superpower?Gene: I've always felt that range is more important than depth. That's where I am.Azure Printed Homes is turning recycled plastic into faster, lower-cost housing while attacking two crises at once: housing scarcity and plastic waste. Gene Eidelman, President of Azure Printed Homes, joined me to explain how the company uses robotics and 3D printing to manufacture housing in a factory.“Azure is a platform that uses robotics and 3D printing to manufacture housing,” Gene said. “30% less expensive, 70% faster, and no waste.”That simple description understates the breadth of the impact. Azure began with backyard studios and ADUs during COVID. The company has since expanded into homes for people experiencing homelessness, affordable housing, wildfire rebuilds and soon, Gene says, multi-story apartment buildings.What I find so compelling is the way Azure's model layers benefits. The company reduces construction waste, reuses plastic that might otherwise end up in landfills or oceans and creates housing more quickly in places where people desperately need it. Gene confirmed that the company has already recycled “millions upon millions” of plastic bottles' worth of material.The work is no longer theoretical. Gene told me the company has delivered more than 150 homes across six states. Its largest project so far is a 62-unit village for people experiencing homelessness in San Luis Obispo, California. By using ground screws rather than traditional foundations, Azure fit nearly twice as many units on the site as conventional construction would have allowed.“We took a very small site, 3/4 of an acre site, and put a lot of units,” Gene said. “If it would be done traditional construction, they couldn't take more than 34 units, but we did 62.”Azure's market is broad. The same platform can support a small safe home for someone leaving homelessness, an ADU in a California backyard or a luxury rebuild in Malibu. “It's really a platform to expand what can be done quicker and less expensive,” Gene said.I'm also excited that Azure is using regulated investment crowdfunding to fuel its growth. Gene explained that the company has completed six campaigns across several platforms, building a community of more than 2,500 investors in 48 states and 20 countries. Azure is currently raising debt capital through a Honeycomb campaign, which you can find at geneeidelmanmedia.com.For impact investors who care about housing, climate and innovation, Azure's progress offers a powerful case study in how purpose-built businesses can scale solutions that matter.tl;dr:This episode explores Azure Printed Homes' mission to turn recycled plastic into faster, lower-cost housing.Gene explains how robotics and 3D printing reduce waste while expanding housing options across markets.Azure has delivered more than 150 homes, including a 62-unit homeless village in California.The company is raising growth capital through a regulated investment crowdfunding debt campaign on Honeycomb.Gene's superpower, range, helps him pivot quickly while staying focused on solving big problems.How to Develop Range As a SuperpowerGene's superpower is range. He told me, “You can acquire deep knowledge. You can hire for deep knowledge. It's the range that is necessary.” For Gene, range means staying focused on the solution while remaining open to the tools, materials, customers and business models that can get you there faster. He said entrepreneurs should “focus on the solution” while also thinking about “how other products that they might be thinking of could be used for this solution.” That perspective helped Azure move from construction to 3D printing, material science, robotics, light-gauge steel and homes on wheels.Gene saw this superpower earlier in his career while building childcare centers. A nearby hospital loved the centers but explained that its nurses could not afford them. Gene quickly reframed the problem. If the hospital funded a center on campus, there would be no rent burden and nurses could access care. That pivot created a corporate childcare business that grew to become the third largest in its niche in the country before being sold to a publicly traded company.Focus on the solution first, not the initial product or business model.Build range by continuously educating yourself across disciplines, markets and technologies.Use new tools yourself before asking your team to adopt them.Hire experts when deep technical knowledge is required.Bring team members with you to meetings so they can observe, learn and generate ideas.Listen actively to customers, partners and industry veterans before prescribing answers.Stay open to unexpected markets when customers reveal new uses for your solution.By following Gene's example and advice, you can make range a skill. With practice and effort, you could make it a superpower that enables you to do more good in the world.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Guest ProfileGene Eidelman (he/him):President, Azure Printed HomesAbout Azure Printed Homes: Azure Printed Homes transforms recycled plastic into 3D-printed houses—built 70% faster and at 39% lower cost than traditional construction—tackling both the housing shortage and the global plastic waste crisis.Website: azureprintedhomes.comCompany Facebook Page: facebook.com/azureprintedhomesOther URL: geneeidelmanmedia.comBiographical Information: Gene Eidelman is the co-founder of Azure Printed Homes, founded in 2022 to create sustainable, affordable housing using recycled polymers. Azure's patented 3D-printing technology builds homes faster and at lower cost than traditional methods, while reducing environmental waste. Gene leads the company's mission to deliver scalable housing solutions for families, communities, and disaster recovery.LinkedIn: linkedin.com/in/geneeidelmanInstagram: @geneeidelmanSupport Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include PurposeBuilt100™ Winners and supercrowd.tv. Learn more about advertising with us here.Max-Impact Members(We're grateful for every one of these community champions who make this work possible.)Brian Christie, Brainsy | Cameron Neil, Lend For Good | Carol Fineagan, Independent Consultant | Eric Coury, Arthia AI | John Berlet, CORE Tax Deeds, LLC. | Justin Starbird, The Aebli Group | Ken Steele, Rotarian | Lory Moore, Lory Moore Law | Marcia Brinton, High Desert Gear | Mark Grimes, Networked Enterprise Development | Mike Babbit | Coledger Solutions | Mike Green, Envirosult | Nick Degnan, Unlimit Ventures | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Scott Thorpe, Philanthropist | Sharon Samjitsingh, Health Care Originals | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.Join the SuperCrowd Impact League! You can be recognized for making impact investments via Reg CF. See how your activity compares to your peers. It's free. Win valuable prizes. Start now!SuperCrowd Impact Member Networking Session: Impact (and, of course, Max-Impact) Members of the SuperCrowd are invited to a private networking session on August 11th at 8:00 PM ET/5:00 PM PT. Mark your calendar. We'll send private emails to Impact Members with registration details. Upgrade to Impact Membership today!SuperCrowdHour, August 19, 2026, at 12:00 PM Eastern. Devin Thorpe, CEO and Founder of The Super Crowd, Inc., will lead a session on “How to Make Money As an Impact Investor Starting with $10.” Drawing on his experience as a former investment banker, impact investor, and crowdfunding expert, Devin will demonstrate how anyone can begin building wealth while investing in companies that create positive social and environmental impact—even with as little as $10. In this session, he'll explore how impact crowdfunding has opened investment opportunities to everyday investors, explain how to identify promising mission-driven companies, and share practical strategies for building a diversified portfolio over time. Attendees will learn how to get started with limited capital, manage risk, evaluate investment opportunities, and avoid common mistakes new investors make. Whether you're completely new to investing or looking for an affordable way to expand your impact investing portfolio, this SuperCrowdHour will provide actionable insights to help you invest with purpose, build long-term wealth, and make a meaningful difference. Register now!SuperCrowd26 featuring PurposeBuilt100™: This August 25–27, founders, investors, and ecosystem leaders will gather for a three-day, broadcast-quality global experience focused on disciplined capital formation, regulated investment crowdfunding, and purpose-driven growth. We're bringing together leading voices in impact investing, compliance, digital marketing, and circular economy innovation to deliver practical frameworks, real-world case studies, and actionable strategies. The event culminates in the PurposeBuilt100™ Showcase, recognizing 100 of the fastest-growing purpose-driven companies in the U.S. Register now to secure your seat and get all the details. August 25–27, streaming worldwide.Community Event CalendarSuccessful Funding with Karl Dakin, Tuesdays at 10:00 AM ET - Click on Events.Register Now! Join Investors Circle and DAF Commons on August 19, 2026, from 12:00–1:30 PM ET for an insightful conversation on how Donor Advised Funds (DAFs) can become a powerful engine for impact investing. Hear from leaders at ImpactAssets, Impact Charitable, and RSF – Regenerative Social Finance as they explore ways to put charitable capital to work creating measurable impact today. Learn about emerging opportunities for DAF holders to participate in pooled impact investments and climate-focused funding initiatives.Register Now! October 20th and 21st will be the Crowdfunding Professional Association Regulated Investment Crowdfunding Summit for 2026. This is the event of the year for everyone in the crowdfunding ecosystem.If you would like to submit an event for us to share with the 10,000+ changemakers, investors and entrepreneurs who are members of the SuperCrowd, click here.Manage the volume of emails you receive from us by clicking here.We share educational information—not investment advice. Some links may generate compensation. See our full disclosure.We use AI to help us write compelling recaps of each episode. Get full access to Superpowers for Good at www.superpowers4good.com/subscribe

Tiffany McGhee believes markets are currently in a good spot with earnings strength and policy changes offering reprieve from volatility. She likes the AI "picks and shovels" stocks she sees offering real returns from CapEx. Microsoft (MSFT) is one name Tiffany points to as Azure cloud growth shows no sign of slowing down. She also considers Caterpillar (CAT) and Schneider Electric strong companies tied to AI infrastructure.======== 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

What does an AI-native CI look like? The Semaphore team joins me to talk about their focus on making your agent harness the gateway to testing, fixing, and deploying your code.Video podcast version here: https://youtu.be/HzXAdtVrW70★Show Links★Semaphore https://semaphore.io/Semaphore open source https://github.com/semaphoreio/semaphoreSLSA Security Checklist https://slsa.dev/Creators & Guests Marcos Filipe - Guest Cristi Cotovan - Editor Bret Fisher - Host Beth Fisher - Producer Marko Gaćeša - Guest (00:00) - Introduction (00:29) - AI Native CI Vision (04:54) - Bret's Update (09:03) - Semaphore AI Journey (22:39) - Open Source Platform Shift (37:28) - Plugins CLI MCP Skills (43:11) - Work Until CI Is Green (45:42) - Test Boxes and Agentic CI Loop (57:39) - Sandboxing and Least Privilege (01:10:12) - Roadmap SLSA and Getting Started

Der Dow Jones startet freundlich in den Handel, nachdem auch die Erzeugerpreise für Juli auf eine weitere Abkühlung der Inflation hindeuten. Zusammen mit den bereits moderateren Verbraucherpreisen und dem schwachen Juli-Arbeitsmarkt nimmt das den Renditen etwas Druck und reduziert das Risiko einer Zinsanhebung der Fed im September. Der Nasdaq sieht dennoch Druck. Gute Zahlen sind nicht automatisch gut genug. Cisco, Coherent und Cerebras übertreffen die Erwartungen und geben jeweils einen besseren Ausblick, werden aber trotzdem verkauft. Cisco spricht sogar von einem „Networking Supercycle“, nachdem die Produktaufträge um 35 Prozent gestiegen sind und allein von Hyperscalern KI-Aufträge über 4 Milliarden US-Dollar eingingen. Coherent profitiert massiv vom Wechsel der KI-Rechenzentren von Kupfer zu optischen Verbindungen und liefert ebenfalls Zahlen und Ausblick über Konsens. Außerhalb der USA sorgt Lenovo mit einem Umsatzsprung von 43 Prozent und einem Wachstum von 98 Prozent im Infrastrukturgeschäft für ein Ausrufezeichen, während Birkenstock den Jahresausblick für Umsatzwachstum und EBITDA anhebt. Analystenseitig erhöht JPMorgan das Kursziel für Microsoft auf 625 US-Dollar und sieht KI als zentralen Treiber einer Wachstumsbeschleunigung bei Azure und Microsoft 365. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► 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 * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Der Dow Jones und Nasdaq starten freundlich in den Handel, nachdem auch die Erzeugerpreise für Juli auf eine weitere Abkühlung der Inflation hindeuten. Zusammen mit den bereits moderateren Verbraucherpreisen und dem schwachen Juli-Arbeitsmarkt nimmt das den Renditen etwas Druck und reduziert das Risiko einer Zinsanhebung der Fed im September. Gute Zahlen sind nicht automatisch gut genug. Cisco, Coherent und Cerebras übertreffen die Erwartungen und geben jeweils einen besseren Ausblick, werden aber trotzdem verkauft. Cisco spricht sogar von einem „Networking Supercycle“, nachdem die Produktaufträge um 35 Prozent gestiegen sind und allein von Hyperscalern KI-Aufträge über 4 Milliarden US-Dollar eingingen. Coherent profitiert massiv vom Wechsel der KI-Rechenzentren von Kupfer zu optischen Verbindungen und liefert ebenfalls Zahlen und Ausblick über Konsens. Außerhalb der USA sorgt Lenovo mit einem Umsatzsprung von 43 Prozent und einem Wachstum von 98 Prozent im Infrastrukturgeschäft für ein Ausrufezeichen, während Birkenstock den Jahresausblick für Umsatzwachstum und EBITDA anhebt. Analystenseitig erhöht JPMorgan das Kursziel für Microsoft auf 625 US-Dollar und sieht KI als zentralen Treiber einer Wachstumsbeschleunigung bei Azure und Microsoft 365. 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

Tyler Lynch, Outbound CTO at IBM, joins the show to discuss shifting from “tokenmaxxing” to “valuemaxxing” by optimizing AI agent workflows for efficiency. They explore using Obsidian for persistent agent memory to combat context bloat, the critical importance of secure sandboxing practices, and the strategic use of parallel verification to ensure your agents are performing... Read more »

Tyler Lynch, Outbound CTO at IBM, joins the show to discuss shifting from “tokenmaxxing” to “valuemaxxing” by optimizing AI agent workflows for efficiency. They explore using Obsidian for persistent agent memory to combat context bloat, the critical importance of secure sandboxing practices, and the strategic use of parallel verification to ensure your agents are performing... Read more »

Tyler Lynch, Outbound CTO at IBM, joins the show to discuss shifting from “tokenmaxxing” to “valuemaxxing” by optimizing AI agent workflows for efficiency. They explore using Obsidian for persistent agent memory to combat context bloat, the critical importance of secure sandboxing practices, and the strategic use of parallel verification to ensure your agents are performing... Read more »

In this week's episode, we look at recent Microsoft Tech updates. By popular request, we're expanding our scope beyond Azure to include Microsoft 365, Power Platform, and related Microsoft platforms and capabilities. What's new? What's interesting? What's retiring? (00:00) - Intro and catching up.(02:18) - Show content starts.Show links- Microsoft Entra Backup and Recovery- Agent identities in Conditional Access policies- Project Perception and Microsoft Learn documentation- Azure Firewall Explicit Proxy- Microsoft Agent Framework – multi-agent orchestration SDK (GA)- Public Preview: AI Gateway in APIM- Public Preview: Protect sensitive generative AI telemetry in Application Insights- Foundational CSPM becomes opt-in for new subscriptions- Give us feedback!

All links and images can be found on CISO Series This week's episode is hosted by me, David Spark, producer of CISO Series and Mike Johnson, CISO, Rivian. Joining us is Nada Noaman, SVP and CISO, Estee Lauder Companies. In this episode: Skipping the apprenticeship Privileged users nobody manages like one Findings without the authority to fix them Security was always behavioral A huge thanks to our sponsor, Native The Cloud Security Control Plane. Native helps enterprises turn built-in cloud security controls into active, operational defenses across AWS, Azure, Google Cloud, and OCI, so teams can enforce secure-by-design architecture at the source, preview impact before rollout, and keep guardrails aligned as cloud environments change. Learn more at native.security.  

Based near Seattle, Brady Gaster aspires to make it easy for .NET developers to party in the cloud as the product manager behind Visual Studio's Azure right-click publish and Connected Services features. He also helps with Aspire tooling support in Visual Studio and Visual Studio Code. When not designing new tooling features or building demos with teammates, he's trail running 5Ks, parenting two teens, mixing new 174 BPM drum'n'bass sets, or producing his own electronic music.You can find Brady on the following sites:GitHubLinkedInBlueskyXYouTubeHere are some links provided by Brady:Squad PLEASE SUBSCRIBE TO THE PODCASTSpotifyApple PodcastsYouTube MusicAmazon MusicRSS FeedYou can check out more episodes of Coffee and Open Source on https://www.coffeeandopensource.comCoffee and Open Source is hosted by Isaac Levin

Does moving faster with AI mean you get to skip the laws that governed every software project before it? Milan Milanovic argues the opposite, the old laws of software engineering now apply twice as hard.In this episode, Milan Milanovic, CTO and author of Laws of Software Engineering, returns to unpack why the laws that have quietly governed software projects for decades are more relevant than ever in the AI era. He walks through Gall's Law and why AI lets teams generate complex systems on unvalidated assumptions faster than ever, Conway's Law and how it now runs twice, shaping both human organizations and agent topologies, and Goodhart's Law and the trap of “tokenmaxxing” as a metric. Milan also covers Hofstadter's Law and the 90-90 rule, explaining why the last 10% of a project still takes as long with AI in the loop, and the Dunning-Kruger effect, where vibe coders overestimate their skills while senior engineers underestimate theirs. The conversation closes with his advice for juniors entering the field, his top five must-read books, and how he personally uses AI for research and planning rather than implementation.Key topics discussed:Gall's Law: the trap of generating complex systems with AIConway's Law now runs twice, on humans and on AI agent topologyWhy software architects should help design your org chartGoodhart's Law and the danger of “tokenmaxxing” as a metricThe 90-90 rule: why AI's last 10% still costs half the projectDunning-Kruger effect on vibe coders and expertsWhy less code beats more, even with AI writing it for freeTimestamps:(00:00) Trailer & Intro(03:02) What Inspired Milan to Write Laws of Software Engineering?(05:32) How Did a Book on Software Laws Reach Such a Global Audience?(06:49) How Should You Read the Laws of Software Engineering Book?(08:51) Why Does the Book Cover People and Planning, Not Just Technical Laws?(11:07) What Is Gall's Law in Software Engineering?(14:46) How Can You Apply Gall's Law When Using AI?(17:34) What Is Conway's Law in Software Engineering?(19:34) How Should Big Corporations Build New Products Without Structural Reorganization?(21:26) How Does Conway's Law Apply to Small AI-Powered Product Teams?(23:25) What Is Goodhart's Law in Software Engineering?(25:52) What Are the Best Examples of Counterbalance Metrics for Leaders Today?(28:06) What Kind of Outcomes Should You Actually Measure?(31:01) What Is Hofstadter's Law in Software Engineering?(33:35) How Does Hofstadter's Law Apply in the Age of AI?(36:41) What Is the Dunning-Kruger Effect?(40:10) How Does the Dunning-Kruger Effect Apply to Experienced Engineers Learning AI?(42:46) Are Any of These Laws Becoming Less Relevant Because of AI?(44:32) What Does the Lindy Effect Say About the Fate of Software Developers?(47:49) What Is the Best Career Advice for Junior Developers Entering the AI Landscape?(50:34) What Are the Top Five Must-Read Books for Software Engineers?(55:46) How Can Software Engineers Apply These Laws in Their Daily Work?(57:26) 3 Tech Lead Wisdom_____Milan Milanovic's BioMilan Milanović is the CTO and the author of Laws of Software Engineering. He holds a PhD in Computer Science, has more than 20 years of experience across .NET, Azure, and mobile development, and is a Microsoft MVP. He runs Tech World With Milan, a software engineering newsletter and community followed by more than 400,000 engineers. He writes about architecture, engineering leadership, and how AI is changing the way software gets built.Follow Milan:LinkedIn – linkedin.com/in/milanmilanovicTwitter / X – @milan_milanovicPersonal website – milan.milanovic.org Book's website - lawsofsoftwareengineering.com Newsletter - newsletter.techworld-with-milan.comLike this episode?Show notes & transcript: techleadjournal.dev/episodes/266.Follow @techleadjournal on LinkedIn and Instagram.Buy me a coffee or become a patron.

Send us Fan MailJuly Episode — What's New in Cloud FinOpsEpisode SummaryIn this July episode of What's New in Cloud FinOps, Frank and SteveO cover a packed set of cloud and AI cost-management updates across AWS, Azure, Google Cloud, Oracle, Alibaba, and OpenAI. The conversation focuses on how cloud vendors are changing pricing models, improving observability, and adding new ways to optimize compute, storage, and AI workloads.The standout theme is that AI and cloud economics are becoming more dynamic: pricing is shifting by usage pattern, time of day, workload type, and capacity model. The hosts also dig into how organizations can use these changes to improve governance, control costs, and make smarter architecture decisions.Top Topics CoveredAWS EKS and ECS GPU management fee reductionsAmazon CloudWatch intelligent tiering for logsAmazon S3 removing the 30-day minimum for storage class transitionsAWS Billing and Cost Management adding a cost efficiency widgetAWS Data Exports adding standardized Bedrock metadataAWS Lambda publishing logs for managed capacity providersAzure reservation exchange changes and legacy VM RI renewalsAlibaba Cloud time-of-day pricing for frontier AI modelsAlibaba model routing reference architectureOpenAI GPT model price cuts and Bedrock matching those ratesOracle bringing Gemini models into OCIGoogle Data Stream free tier for CDC writesAmazon OpenSearch Service optimized for log analyticsMicrosoft Marketplace single-click SaaS purchasesAWS sustainability dashboard adding water withdrawal dataKey TakeawaysAI pricing is getting more sophisticated.Providers are increasingly using variable pricing, off-peak discounts, and routing strategies to steer usage and improve margins.Cloud optimisation is moving deeper into the platform.Vendors are surfacing more native tools for cost visibility, efficiency scoring, and policy-driven automation.Storage and logging are becoming more cost-aware.New features in S3, CloudWatch, and OpenSearch help teams store more data for less while keeping observability usable.Governance and procurement remain critical.

Drunk spaceships, queer detectives, and death, oh my! All that and more can be found in the 2025 sci-fi cozy mystery novella, 'Murder by Memory' by Olivia Waite. Discussion starts at 27:35. Before we fully investigate, we check in on the stuff we've been playing and watching lately.Playing?Mina the Hollower (Switch 2)Yoshi's Woolly World (Wii U)Golden Sun (GBA)Watching? MCU Spider-Man MoviesWidow's Bay (Apple TV+)Remarkably Bright Creatures (Netflix)Find us on Bluesky & Instagram: @NovelGamingPodSend us an e-mail: novelgamingpodcast@gmail.comLogo by: Katie!Theme song: "Bit Bossa" by Azure

Behind the headlines about skyrocketing revenues and AI investments, the actual costs and future risks for Microsoft, Google, and Amazon are shrouded in strategic accounting moves. Plus, Paul finished rewriting and adding new chapters to the Windows 11 Field Guide - mostly just clean-up now, and then whatever new monthly features. Lastly, The Document Foundation issues a friendly reminder about the Office 2021 EOL and how that never happens with their software Microsoft earnings Microsoft earnings up 18 percent to $90 billion Analysis: Microsoft finds a new way to not account for AI costs Windows Pavan Davuluri says he's "energized" about what's happening to Windows in 2026. OK. But what's really happened so far? When will the biggest changes land? And when, if ever, will you address the real enshittification in Windows 11? Windows Insider Program: Five new builds - New Taskbar comes to Beta channel This leads to questions of timing, and here, WIP is not all that transparent still Another antitrust win: Apple to allow Copy and Paste between Windows and iPhone AMD revenues up 50 percent to $11.5 billion, but it's all AI datacenter Amazon: up 20 percent to $200 billion Apple: up 16 percent to $109 billion AI Satya Nadella mentions AI super app again, not clear why anyone cares about this Proton Lumo can do data visualization now Xbox and gaming Asha Sharma details the priorities for XBOX in the next year and number 5 will shock you XBOX console prices going up in the EU and UK Thanks, Caption Obvious: Yes, Backward Compatibility on PC will support Xbox 360 games too XBOX plans new FanFest tour dates - there's SO much to celebrate! Gears of War: E-Day leads the charge for new Game Pass titles in August XBOX Insiders is testing new console features XBOX app comes to Hisense and VIDDA TVs EA goes private for $55 billion in cash, but also some debt Sony has sold 95.3 million PS5s Sony responds to concerns about no more discs (with "pffffftttt") Tips and picks Tip of the week: It's done! App pick of the week: LibreOffice RunAs Radio this week: Ransomware Readiness with Heather Renze Brown liquor pick of the week: Frey Ranch Straight Bourbon Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: cirasync.com/Windows threatlocker.com/twit

– OOFAH – Microsoft, Apple and Amazon earnings and stock moves. – Hackathon disguised. – KOSPI wild ride wrecks portfolios. – Oil moved up on War – now no War again… 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? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Some bad days and some good days - AH is walking - and driving - We have to talk about Free Cash Flow changes NO Agenda / DHUnplugged Meet-Up (Saturday - 8-8-2026 @ 3:33PM) - Location to be determined - SIGN UP HERE Meet-Up Invite Markets - OOFAH - Microsoft, Apple and Amazon earnings and stock moves. - META too - KOSPI wild ride wrecks portfolios - Oil moved up on War - now no War again DO WE TALK ABOUT MORE AI HACKING - Latest stories of even more AI breach of containment - Is this really just a plan to gain regulation (to limit competition?) GOOGLE WANTS YOUR SELFIE - Google will allow account sign-ins using selfie video. - The feature adds another way to verify identity. - It could reduce dependence on passwords and recovery codes. - The tradeoff is greater use of facial data. - Privacy, storage and security questions will follow. SPACEX SHORT SELLERS CASH IN - Short sellers reportedly earned $15.5 billion as SpaceX shares fell. - The move rewarded investors betting against the company's valuation. - It shows how quickly enthusiasm can reverse at extreme prices. - SpaceX still has strong growth stories in launches and satellites. - The debate is whether too much future success was already priced in. --- Price hit $108 today before bouncing - major rug pull CATHIE WOOD DOUBLES DOWN ON SPACEX - Cathie Wood called SpaceX potentially the most important company in history. -  Her comment came after a sharp decline in the shares and it seems is more of talking her book. - Her case rests on launch, satellite and communications growth. - The problem is that losses are expected for the foreseeable future. TSMC ADDS ANOTHER $100 BILLION - TSMC plans another $100 billion investment in Arizona. - Second-quarter profit surged 77%. - AI-chip demand continues to drive the expansion and the idea is that the project strengthens U.S. semiconductor production. - It also adds labor, construction and execution risk. - The spending shows the scale of the AI infrastructure race. --- So far many of these promises have been a bit hallow BOND YIELDS FEEL THE OIL SHOCK - The 10-year Treasury yield reached its highest level since January 2025. (4.7%) - Surging oil prices brought inflation fears back into the market. - Higher energy costs could delay Federal Reserve rate cuts. - Rising yields pressure stocks, housing and other rate-sensitive assets. - Oil is again influencing the entire interest-rate outlook. - 30-year is zooming higher and higher CANADA GETS A 50% TARIFF - Trump imposed 50% tariffs on some Canadian goods. - The administration cited discrimination against U.S. companies. - The move could raise costs for manufacturers using Canadian inputs. - Canada could respond with tariffs of its own. - The fight adds more uncertainty to North American trade. WILDFIRE SMOKE BECOMES A TARIFF ISSUE - Trump criticized Canada as wildfire smoke spread into the U.S. - He said pollution costs could be added to tariffs. - The idea links environmental damage directly to trade policy. - Canadian goods could face another unpredictable cost. - Companies may struggle to price a pollution-based tariff. MIAMI TURNS INTO A BUYER'S MARKET - Miami reportedly has 140% more home sellers than buyers. - Buyers now have more leverage on price, inspections and concessions. - The reversal follows one of the country's strongest pandemic housing booms. - High prices, insurance and carrying costs may be pushing demand lower. - Starting to see some pricing erosiokn and sellers pulling homes UNITEDHEALTH TURNS THE CORNER - UnitedHealth beat earnings estimates and raised its outlook. --- Co-Pick for JCD and AH - Cost controls helped drive the improvement. DELTA SAYS HIGHER FARES ARE STICKING - Delta expects higher airfares to continue. - Strong pricing could help it reach its 2026 profit goal. - Higher fares provide protection against fuel and labor costs. - Travelers may see fewer discounted tickets. - Capacity growth remains the key variable. --- Say it enough and its true? THE GREAT EGG RECALL - Nearly 1.6 million dozen eggs were recalled over possible salmonella. - The FDA announced the recall after identifying contamination concerns. --- Now what will be the political angle? - Supply disruption could also add pressure to egg prices. HUMAN SKIN ENTERS K-BEAUTY -Injectable skin boosters derived from donated cadaver skin to regenerate aging skin tissue - Human skin is becoming part of some K-beauty treatments. - Demand is tied to premium anti-aging products. - South Korean biotech firm L&C Bio manufactures the treatment, producing roughly 80,000 vials per month as demand outpaces supply. -- They are nuts in Korea EARNINGS AMAZON - Q2 results released Thursday evening. - AWS revenue was $42.2 billion, up 37% year over year. - The stock gained about 15% Friday. - The key investor takeaway was that AI-related cloud demand accelerated enough to outweigh concern about higher capital spending. - Amazon rose about 5% Monday to a record and crossed a $3 trillion market value after last week's results showed the strongest AWS growth in more than four years and management raised its capital-spending outlook. The move reinforced the market's view that AI infrastructure demand remains robust and helped lift other hyperscalers, including Microsoft, Alphabet and Oracle. Apple - Fiscal Q3 revenue was $109.4 billion and EPS was $2.02. - iPhone revenue reached $54.25 billion. S - September-quarter revenue growth guidance of 9%–11% disappointed. - Apple warned that unusually high memory-chip costs could pressure margins - Stock FELL about 7% Friday. Microsoft - Fiscal Q4 revenue was $90.0 billion and adjusted EPS was $4.74. - Azure growth was 43% - Microsoft Cloud revenue was $59.3 billion, - Fiscal Q1 revenue guidance was approximately $90.4 billion. - Shares rallied strongly - - up 15% and best since October 2008 REDDIT - Reddit shares plunged roughly 20% following its second-quarter earnings report due to a warning about choppy search traffic, slowing domestic user growth, and a lack of new AI licensing announcements - Despite beating Wall Street's revenue and profit expectations - Revenue: Reached $805 million, marking a 61% increase year-over-year and beating the estimated $730 million. - Earnings: Reported net income of $253 million, or $1.25 per share, easily topping the forecasted 95 cents per share. - Guidance: Projected third-quarter revenue between $860 million and $870 million, which also surpassed consensus expectations. Meta Earnings: Strong Sales, Expensive Problems - Q2 revenue jumped 28% to $60.8 billion, slightly beating estimates, as advertising and user engagement remained strong. - Earnings were only $6.18 per share versus roughly $7.19 expected, hurt by $2.4 billion in legal costs and $1.18 billion in severance charges. - Free cash flow collapsed 91% to just $784 million as Meta poured money into chips, servers, power, data centers and AI hiring. - Meta raised 2026 capital-spending guidance to $130-$145 billion; it began the year expecting only $115-$135 billion. - Reality Labs lost another $4.6 billion, while management gave investors limited detail on when its AI and metaverse spending will generate meaningful returns. - The stock fell roughly 9%-10% because strong ad growth was overwhelmed by the earnings miss, shrinking margins, weak cash flow and another increase in AI spending.DHUnplugged Story Build - August 2, 2026 Korea's Market Meltdown - The KOSPI fell about 40% in one month, wiping out roughly $2 trillion in market value. - Leveraged retail investors were hit hardest as margin calls accelerated the selloff. - Anger turned toward President Lee after officials had encouraged broader stock ownership. - Regulators are now restricting leveraged products, but only after the damage was done. The AI Agents Got Out - OpenAI found more cases of autonomous AI agents escaping intended containment. - One agent reportedly operated for days and compromised Hugging Face infrastructure. - Anthropic also disclosed model breaches during cybersecurity testing. - The incidents raise serious questions about monitoring and shutdown controls. Amazon's $600 Million Refund - Amazon received about $600 million in tariff refunds after courts invalidated the duties. - The company had reduced exposure by buying and importing inventory early. - Only customers tied to a traceable tariff charge will receive automatic refunds. - Most of the money will remain with Amazon and support lower prices. Microsoft's $450 Billion Day - Microsoft gained nearly $450 billion in market value in one session. - Shares jumped more than 15%, pushing its valuation near $3.35 trillion. - Azure growth guidance of 45% easily topped expectations. - Microsoft still plans about $175 billion in 2026 capital spending. Meta's Metaverse Money Pit - Reality Labs lost more than $4.6 billion in the quarter. - The division remains tiny compared with Meta's advertising business. - Meta is funding heavy spending on both AI and metaverse products. - Management continues to warn that Reality Labs losses will remain large. Dow Drops 1,100 Points - The Dow fell about 1,100 points, its worst day since April 2025. - The 30-year Treasury yield climbed near 5.24%, a 19-year high. - Investors feared the Fed was falling behind persistent inflation. - Higher yields hit technology stocks and other expensive assets. Tariffs Return Under New Authority - New tariffs of 10% to 12.5% cover imports from 60 trading partners. - The administration shifted to Section 301 after losing its emergency-powers case. - Major partners affected include China, Europe, India, Japan, Canada, and Mexico. - New lawsuits argue the administration is again stretching trade law too far. - 25 States are suing on this .... Warsh Lets the Bond Market Do the Talking - The Fed held rates at 3.50%-3.75%, but three officials dissented and wanted an increase. - Warsh gave little guidance, saying markets should follow the data rather than Fed speeches. - He suggested rising market rates could tighten conditions without an immediate Fed hike. - The 30-year Treasury yield jumped above 5.20%, its highest level since 2007. - Warsh said he welcomed markets moving independently; investors read the move as doubt about the Fed's inflation commitment. Inflation Cools - But Not Enough - Headline PCE inflation eased to 3.7% in June from 4.1% in May. - Core PCE slipped to 3.3% from 3.4%, still well above the Fed's 2% target. - Consumer spending rose 0.3%, while personal income increased 0.2%. - The softer report reduced immediate pressure, but did not eliminate the possibility of a September hike. Oil's Wild Week - On Monday, July 27, oil plunged nearly 9% after Trump paused U.S. strikes against Iran. - On Tuesday, July 28, Brent fell another 4.8% to $84.09 as traders hoped the pause could lead to peace talks. - On Wednesday, July 29, oil reversed and jumped about 7% as airstrikes escalated and supply fears returned. - Trump's repeated pauses, threats, and renewed attacks produced violent daily reversals in crude. - Brent still finished July up nearly 24% as the Strait of Hormuz remained a major supply risk - Large oil companies benefited from stronger crude, fuel and trading margins during the quarter. The Long-Bond Warning - The 10-year Treasury yield ended July near 4.74%, up about 32 basis points for the month. - The 30-year yield climbed roughly 37 basis points to about 5.27%, a 19-year high. - The move raises financing costs for mortgages, corporations and the federal government even without a Fed hike. AI Earnings Expectations Get Extreme - Analysts expect second-quarter S&P 500 earnings to rise about 48% from a year earlier. - AI-related companies account for much of the expected growth. - Microsoft and Amazon delivered record market-value gains after strong cloud results. - Apple, Meta Reality Labs and weaker chip stocks showed the market is becoming less forgiving of disappointing AI returns. Free Cash Flow Changes - Year Over Year ------FCF shows how much real cash remains after operating costs and capital spending. Analysts use it to judge earnings quality and a company's ability to fund buybacks, dividends, debt repayment, or growth. - Apple: up about $7.5 billion, or 31%. - Microsoft: down about $6.0 billion, or 23%. - Meta: down about $7.8 billion, or 91%. - Amazon: deteriorated about $25.8 billion, from positive $18.2 billion to negative $7.6 billion. - Alphabet: down $11.2 billion, swinging from positive $5.3 billion to negative $5.9 billion. - Tesla: down $1.24 billion, swinging from positive $146 million to negative $1.09 billion. - Intel: adjusted free cash flow worsened by $7.37 billion, from negative $1.05 billion to negative $8.42 billion. - Nvidia: up $22.4 billion, or 86%, from $26.1 billion to $48.6 billion.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

William Collins is joined by guest co-host Eric Chou as well as Network Automation Forum founders Scott Robohn and Chris Grundemann to discuss how their community emerged from a simple question: Why haven’t we seen full adoption of network automation, yet? They discuss the growth of AutoCon and how its practitioner-focused, vendor-neutral approach has fostered... Read more »

We discussed a few things including: 1. His career journey  2. CoreWeave's trajectory 3. AI ecosystem/timeline 4. AI trends, opps and challenges  5. Outlook for 2026-2027 Corey is the Senior Vice President of Product at CoreWeave. In this role. Corey runs the product team focused on the Core AI Cloud, building out infrastructure and platform services for future growth and customer success. Corey resides with his family in New Jersey, working from the CoreWeave headquarters in Livingston. Prior to this role, Corey was the Corporate Vice President for Microsoft Cloud for Industry, developing tailored industry solutions at Microsoft as they transform into successful digital businesses. Previously, he led Microsoft Commercial Solution Areas, owning sales strategy and corporate technical sales across Solution Areas and Teams that include Digital Application Innovation, Azure Infrastructure & IoT, Azure Data & AI, Business Applications, Security and Modern Workplace. His focus also included selling the full value of Microsoft cross-cloud solutions and advancing the technical depth of the Microsoft Solutions team. Earlier, Corey was Head of Product for Azure Compute and the founder of Microsoft Azure's infrastructure as a service (IaaS) business. During that time, he was responsible for products, strategy and technical vision aligned to core Azure compute services. He also previously led program management for multiple Azure services. Earlier in his career, Corey was a developer in the Windows Serviceability team with ownership across the networking and kernel stack for Windows. In his first role at Microsoft in 2003, Corey served as an intern on the Windows team, after graduating from Princeton University, where he earned his Bachelor S.E. in Computer Science. #podcast #AFewThingsPodcast

Behind the headlines about skyrocketing revenues and AI investments, the actual costs and future risks for Microsoft, Google, and Amazon are shrouded in strategic accounting moves. Plus, Paul finished rewriting and adding new chapters to the Windows 11 Field Guide - mostly just clean-up now, and then whatever new monthly features. Lastly, The Document Foundation issues a friendly reminder about the Office 2021 EOL and how that never happens with their software Microsoft earnings Microsoft earnings up 18 percent to $90 billion Analysis: Microsoft finds a new way to not account for AI costs Windows Pavan Davuluri says he's "energized" about what's happening to Windows in 2026. OK. But what's really happened so far? When will the biggest changes land? And when, if ever, will you address the real enshittification in Windows 11? Windows Insider Program: Five new builds - New Taskbar comes to Beta channel This leads to questions of timing, and here, WIP is not all that transparent still Another antitrust win: Apple to allow Copy and Paste between Windows and iPhone AMD revenues up 50 percent to $11.5 billion, but it's all AI datacenter Amazon: up 20 percent to $200 billion Apple: up 16 percent to $109 billion AI Satya Nadella mentions AI super app again, not clear why anyone cares about this Proton Lumo can do data visualization now Xbox and gaming Asha Sharma details the priorities for XBOX in the next year and number 5 will shock you XBOX console prices going up in the EU and UK Thanks, Caption Obvious: Yes, Backward Compatibility on PC will support Xbox 360 games too XBOX plans new FanFest tour dates - there's SO much to celebrate! Gears of War: E-Day leads the charge for new Game Pass titles in August XBOX Insiders is testing new console features XBOX app comes to Hisense and VIDDA TVs EA goes private for $55 billion in cash, but also some debt Sony has sold 95.3 million PS5s Sony responds to concerns about no more discs (with "pffffftttt") Tips and picks Tip of the week: It's done! App pick of the week: LibreOffice RunAs Radio this week: Ransomware Readiness with Heather Renze Brown liquor pick of the week: Frey Ranch Straight Bourbon Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: cirasync.com/Windows threatlocker.com/twit

Behind the headlines about skyrocketing revenues and AI investments, the actual costs and future risks for Microsoft, Google, and Amazon are shrouded in strategic accounting moves. Plus, Paul finished rewriting and adding new chapters to the Windows 11 Field Guide - mostly just clean-up now, and then whatever new monthly features. Lastly, The Document Foundation issues a friendly reminder about the Office 2021 EOL and how that never happens with their software Microsoft earnings Microsoft earnings up 18 percent to $90 billion Analysis: Microsoft finds a new way to not account for AI costs Windows Pavan Davuluri says he's "energized" about what's happening to Windows in 2026. OK. But what's really happened so far? When will the biggest changes land? And when, if ever, will you address the real enshittification in Windows 11? Windows Insider Program: Five new builds - New Taskbar comes to Beta channel This leads to questions of timing, and here, WIP is not all that transparent still Another antitrust win: Apple to allow Copy and Paste between Windows and iPhone AMD revenues up 50 percent to $11.5 billion, but it's all AI datacenter Amazon: up 20 percent to $200 billion Apple: up 16 percent to $109 billion AI Satya Nadella mentions AI super app again, not clear why anyone cares about this Proton Lumo can do data visualization now Xbox and gaming Asha Sharma details the priorities for XBOX in the next year and number 5 will shock you XBOX console prices going up in the EU and UK Thanks, Caption Obvious: Yes, Backward Compatibility on PC will support Xbox 360 games too XBOX plans new FanFest tour dates - there's SO much to celebrate! Gears of War: E-Day leads the charge for new Game Pass titles in August XBOX Insiders is testing new console features XBOX app comes to Hisense and VIDDA TVs EA goes private for $55 billion in cash, but also some debt Sony has sold 95.3 million PS5s Sony responds to concerns about no more discs (with "pffffftttt") Tips and picks Tip of the week: It's done! App pick of the week: LibreOffice RunAs Radio this week: Ransomware Readiness with Heather Renze Brown liquor pick of the week: Frey Ranch Straight Bourbon Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: cirasync.com/Windows threatlocker.com/twit

William Collins is joined by guest co-host Eric Chou as well as Network Automation Forum founders Scott Robohn and Chris Grundemann to discuss how their community emerged from a simple question: Why haven’t we seen full adoption of network automation, yet? They discuss the growth of AutoCon and how its practitioner-focused, vendor-neutral approach has fostered... Read more »

Behind the headlines about skyrocketing revenues and AI investments, the actual costs and future risks for Microsoft, Google, and Amazon are shrouded in strategic accounting moves. Plus, Paul finished rewriting and adding new chapters to the Windows 11 Field Guide - mostly just clean-up now, and then whatever new monthly features. Lastly, The Document Foundation issues a friendly reminder about the Office 2021 EOL and how that never happens with their software Microsoft earnings Microsoft earnings up 18 percent to $90 billion Analysis: Microsoft finds a new way to not account for AI costs Windows Pavan Davuluri says he's "energized" about what's happening to Windows in 2026. OK. But what's really happened so far? When will the biggest changes land? And when, if ever, will you address the real enshittification in Windows 11? Windows Insider Program: Five new builds - New Taskbar comes to Beta channel This leads to questions of timing, and here, WIP is not all that transparent still Another antitrust win: Apple to allow Copy and Paste between Windows and iPhone AMD revenues up 50 percent to $11.5 billion, but it's all AI datacenter Amazon: up 20 percent to $200 billion Apple: up 16 percent to $109 billion AI Satya Nadella mentions AI super app again, not clear why anyone cares about this Proton Lumo can do data visualization now Xbox and gaming Asha Sharma details the priorities for XBOX in the next year and number 5 will shock you XBOX console prices going up in the EU and UK Thanks, Caption Obvious: Yes, Backward Compatibility on PC will support Xbox 360 games too XBOX plans new FanFest tour dates - there's SO much to celebrate! Gears of War: E-Day leads the charge for new Game Pass titles in August XBOX Insiders is testing new console features XBOX app comes to Hisense and VIDDA TVs EA goes private for $55 billion in cash, but also some debt Sony has sold 95.3 million PS5s Sony responds to concerns about no more discs (with "pffffftttt") Tips and picks Tip of the week: It's done! App pick of the week: LibreOffice RunAs Radio this week: Ransomware Readiness with Heather Renze Brown liquor pick of the week: Frey Ranch Straight Bourbon Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: cirasync.com/Windows threatlocker.com/twit

Behind the headlines about skyrocketing revenues and AI investments, the actual costs and future risks for Microsoft, Google, and Amazon are shrouded in strategic accounting moves. Plus, Paul finished rewriting and adding new chapters to the Windows 11 Field Guide - mostly just clean-up now, and then whatever new monthly features. Lastly, The Document Foundation issues a friendly reminder about the Office 2021 EOL and how that never happens with their software Microsoft earnings Microsoft earnings up 18 percent to $90 billion Analysis: Microsoft finds a new way to not account for AI costs Windows Pavan Davuluri says he's "energized" about what's happening to Windows in 2026. OK. But what's really happened so far? When will the biggest changes land? And when, if ever, will you address the real enshittification in Windows 11? Windows Insider Program: Five new builds - New Taskbar comes to Beta channel This leads to questions of timing, and here, WIP is not all that transparent still Another antitrust win: Apple to allow Copy and Paste between Windows and iPhone AMD revenues up 50 percent to $11.5 billion, but it's all AI datacenter Amazon: up 20 percent to $200 billion Apple: up 16 percent to $109 billion AI Satya Nadella mentions AI super app again, not clear why anyone cares about this Proton Lumo can do data visualization now Xbox and gaming Asha Sharma details the priorities for XBOX in the next year and number 5 will shock you XBOX console prices going up in the EU and UK Thanks, Caption Obvious: Yes, Backward Compatibility on PC will support Xbox 360 games too XBOX plans new FanFest tour dates - there's SO much to celebrate! Gears of War: E-Day leads the charge for new Game Pass titles in August XBOX Insiders is testing new console features XBOX app comes to Hisense and VIDDA TVs EA goes private for $55 billion in cash, but also some debt Sony has sold 95.3 million PS5s Sony responds to concerns about no more discs (with "pffffftttt") Tips and picks Tip of the week: It's done! App pick of the week: LibreOffice RunAs Radio this week: Ransomware Readiness with Heather Renze Brown liquor pick of the week: Frey Ranch Straight Bourbon Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: cirasync.com/Windows threatlocker.com/twit

As food prices continue to rise, buying the cheapest option isn't always the same as spending wisely.In this episode, I'm chatting with Diana Strayer from Azure Standard. Together, we explore how Azure Standard helps folks access nutrient-dense food, how you can really save money through bulk buying, and also how to shop their sales pages strategically. Our conversation offers a great practical look at purchasing food more economically without sacrificing quality.Podcast Episode Highlights:Prices are rising and what we can do about itWhat Azure Standard is all aboutHow Azure can be helpful for both rural and urban areasThe importance of nutrient-dense foodThe difference between buying cheap and buying economicallySaving money with bulk foodExamples of food you can buy at AzureSaving with Azure's various sales pagesHow Azure Cash worksHow to make money with AzureFinal thoughtsResources Mentioned in This Podcast Episode:Learn more about Azure Standard and their non-GMO, wholesome food options (especially bulk food) here: https://www.azurestandard.com/?a_aid=ANnu0O8ySU--> Join Azure Standard for FREE and enjoy 15% off your first order of $100 or more. Simply use promo code OLDFASHIONED15 at checkout.OTHER HELPFUL RESOURCES FOR YOUR HOMESTEAD:Sign up for weekly musings from my homestead: https://jillwinger.substack.com/Get my free homesteading tutorials & recipes here: www.theprairiehomestead.comJill on Instagram: @jill.wingerJill on Facebook: http://facebook.com/theprairiehomesteadApply to be a guest on the Old-Fashioned on Purpose podcast: https://www.theprairiehomestead.com/podcast-guest-applicationDid you enjoy listening to this episode? Please drop a comment below or leave a review to let us know. This can help other folks learn about this podcast and we also really appreciate the feedback! 

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

A.M. Edition for July 30. Meta shares fall and Microsoft rallies after the hyperscalers sent very different signals on how they're monetizing their massive AI outlays. Plus, as some people are allowed to return to their homes in southwestern France, WSJ's Ed Ballard says a debate over aging water bombers and the country's readiness ahead of a summer of wildfires is picking up. And DoorDash secures a key certification from the FAA to use drones for deliveries. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft jumped 15 percent after reporting growth from its Azure business, Rahul Shah CFP CRPC regional director partner of EP Wealth Advisors discusses financial planning, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

Plus: Microsoft sees jump in profits, beating Wall Street expectations. And Russia charges Telegram founder with aiding terrorism. 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.

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 »