Podcasts about Azure

Windows 12 is stalled and the real reasons go far beyond software. The conversation unpacks how soaring hardware prices, AI chaos, and market confusion have Microsoft in a holding pattern. Also, Paul finally took a sledgehammer to the subscription services he pays for, and more is on the way. Plus, one of Paul's favorite Markdown editors supports authorship on Windows now and an integrated Search/Outline view on Mac, iPad, and iPad.Windows Week D is here with a preview of July's Patch Tuesday Point-in-time restore is now generally available in Windows 11, sort of Quieter widgets, which is nice! Plus, Screen tint, Windows Update improvements, more Tied to this, sort of, something wonderful is happening to the Windows 11 Field Guide Five new builds, plus some 26H2 news (and still no news about what 26H1 becomes, see below...) Mostly minor fit-and-finish improvements So... what about Windows 12? The history is interesting, and Copilot+ PC was what Paul originally thought Windows 12 would be. But now we're talking agentic capabilities that will handle local/cloud/hybrid orchestration per last week's discussion, and maybe that will be it. We knew that Surface Laptop and Surface Pro would come in 8 GB configurations. But they're available now with just 256 GB of storage and the prices are $950 and $850 and up, respectively. Plus all the usual Surface limitations, like one color choice. (16 GB is $1150 and $1050, respectively, so $300 more.) Once again, it's time to just get a Lenovo IdeaPad Slim 5x for $850. It has 16 GB of RAM and 512 GB of storage and is awesome. Tim Cook just admitted that Apple will raise hardware prices because of the component crisis. If this is hitting Apple hard, the rest of the industry is screwed. AI Cory Doctorow's new book is out and let's just say his new neologism isn't as catchy as enshittification Reverse centaur (groan) Surprisingly centrist view on the pros and cons of AI Highlights the Microsoft financial shenanigans I point out every quarter: Microsoft "invests" $10 billion of "tokens" in OpenAI, but there's no volume discount and Microsoft books the transaction as $10 billion in AI revenues as OpenAI simply uses its infrastructure. It gave $10 billion to OpenAI so that it could spend $10 billion on Azure. Google Home Speaker is the Gemini speaker and it's now shipping to first customers as Google discontinues Nest Audio and Nest Mini speakers. Can we trust this company with hardware? And why are there no Apple or Google home theater setups? Adobe brings its creative agent to Firefly and the biggest apps in Creative Cloud XBOX & gaming No movement yet on the massive changes we expect in XBOX soon Microsoft has "dozens" of gaming IP-based movies and TV shows in the works XBOX Insiders can now test updates to Gamertags, Game Hub, and Wish List Call of Duty: Black Ops 1 and 2 are being ported to modern PS consoles. Sadly, not remakes or remasters. GTA VI will cost $79.99 and up - Arrives in November, can preorder on June 25 Steam Machine to cost $1049 and up, and that's with no controller Tips & picks Tip of the week: How to save $100 a month App pick of the week: iA Writer RunAs Radio this week: Securing Developers with Tanya Janca Brown liquor pick of the week: Glen Breton Rare 10 These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/989 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: webroot.com/twit

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

Windows 12 is stalled and the real reasons go far beyond software. The conversation unpacks how soaring hardware prices, AI chaos, and market confusion have Microsoft in a holding pattern. Also, Paul finally took a sledgehammer to the subscription services he pays for, and more is on the way. Plus, one of Paul's favorite Markdown editors supports authorship on Windows now and an integrated Search/Outline view on Mac, iPad, and iPad.Windows Week D is here with a preview of July's Patch Tuesday Point-in-time restore is now generally available in Windows 11, sort of Quieter widgets, which is nice! Plus, Screen tint, Windows Update improvements, more Tied to this, sort of, something wonderful is happening to the Windows 11 Field Guide Five new builds, plus some 26H2 news (and still no news about what 26H1 becomes, see below...) Mostly minor fit-and-finish improvements So... what about Windows 12? The history is interesting, and Copilot+ PC was what Paul originally thought Windows 12 would be. But now we're talking agentic capabilities that will handle local/cloud/hybrid orchestration per last week's discussion, and maybe that will be it. We knew that Surface Laptop and Surface Pro would come in 8 GB configurations. But they're available now with just 256 GB of storage and the prices are $950 and $850 and up, respectively. Plus all the usual Surface limitations, like one color choice. (16 GB is $1150 and $1050, respectively, so $300 more.) Once again, it's time to just get a Lenovo IdeaPad Slim 5x for $850. It has 16 GB of RAM and 512 GB of storage and is awesome. Tim Cook just admitted that Apple will raise hardware prices because of the component crisis. If this is hitting Apple hard, the rest of the industry is screwed. AI Cory Doctorow's new book is out and let's just say his new neologism isn't as catchy as enshittification Reverse centaur (groan) Surprisingly centrist view on the pros and cons of AI Highlights the Microsoft financial shenanigans I point out every quarter: Microsoft "invests" $10 billion of "tokens" in OpenAI, but there's no volume discount and Microsoft books the transaction as $10 billion in AI revenues as OpenAI simply uses its infrastructure. It gave $10 billion to OpenAI so that it could spend $10 billion on Azure. Google Home Speaker is the Gemini speaker and it's now shipping to first customers as Google discontinues Nest Audio and Nest Mini speakers. Can we trust this company with hardware? And why are there no Apple or Google home theater setups? Adobe brings its creative agent to Firefly and the biggest apps in Creative Cloud XBOX & gaming No movement yet on the massive changes we expect in XBOX soon Microsoft has "dozens" of gaming IP-based movies and TV shows in the works XBOX Insiders can now test updates to Gamertags, Game Hub, and Wish List Call of Duty: Black Ops 1 and 2 are being ported to modern PS consoles. Sadly, not remakes or remasters. GTA VI will cost $79.99 and up - Arrives in November, can preorder on June 25 Steam Machine to cost $1049 and up, and that's with no controller Tips & picks Tip of the week: How to save $100 a month App pick of the week: iA Writer RunAs Radio this week: Securing Developers with Tanya Janca Brown liquor pick of the week: Glen Breton Rare 10 These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/989 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: webroot.com/twit

Windows 12 is stalled and the real reasons go far beyond software. The conversation unpacks how soaring hardware prices, AI chaos, and market confusion have Microsoft in a holding pattern. Also, Paul finally took a sledgehammer to the subscription services he pays for, and more is on the way. Plus, one of Paul's favorite Markdown editors supports authorship on Windows now and an integrated Search/Outline view on Mac, iPad, and iPad.Windows Week D is here with a preview of July's Patch Tuesday Point-in-time restore is now generally available in Windows 11, sort of Quieter widgets, which is nice! Plus, Screen tint, Windows Update improvements, more Tied to this, sort of, something wonderful is happening to the Windows 11 Field Guide Five new builds, plus some 26H2 news (and still no news about what 26H1 becomes, see below...) Mostly minor fit-and-finish improvements So... what about Windows 12? The history is interesting, and Copilot+ PC was what Paul originally thought Windows 12 would be. But now we're talking agentic capabilities that will handle local/cloud/hybrid orchestration per last week's discussion, and maybe that will be it. We knew that Surface Laptop and Surface Pro would come in 8 GB configurations. But they're available now with just 256 GB of storage and the prices are $950 and $850 and up, respectively. Plus all the usual Surface limitations, like one color choice. (16 GB is $1150 and $1050, respectively, so $300 more.) Once again, it's time to just get a Lenovo IdeaPad Slim 5x for $850. It has 16 GB of RAM and 512 GB of storage and is awesome. Tim Cook just admitted that Apple will raise hardware prices because of the component crisis. If this is hitting Apple hard, the rest of the industry is screwed. AI Cory Doctorow's new book is out and let's just say his new neologism isn't as catchy as enshittification Reverse centaur (groan) Surprisingly centrist view on the pros and cons of AI Highlights the Microsoft financial shenanigans I point out every quarter: Microsoft "invests" $10 billion of "tokens" in OpenAI, but there's no volume discount and Microsoft books the transaction as $10 billion in AI revenues as OpenAI simply uses its infrastructure. It gave $10 billion to OpenAI so that it could spend $10 billion on Azure. Google Home Speaker is the Gemini speaker and it's now shipping to first customers as Google discontinues Nest Audio and Nest Mini speakers. Can we trust this company with hardware? And why are there no Apple or Google home theater setups? Adobe brings its creative agent to Firefly and the biggest apps in Creative Cloud XBOX & gaming No movement yet on the massive changes we expect in XBOX soon Microsoft has "dozens" of gaming IP-based movies and TV shows in the works XBOX Insiders can now test updates to Gamertags, Game Hub, and Wish List Call of Duty: Black Ops 1 and 2 are being ported to modern PS consoles. Sadly, not remakes or remasters. GTA VI will cost $79.99 and up - Arrives in November, can preorder on June 25 Steam Machine to cost $1049 and up, and that's with no controller Tips & picks Tip of the week: How to save $100 a month App pick of the week: iA Writer RunAs Radio this week: Securing Developers with Tanya Janca Brown liquor pick of the week: Glen Breton Rare 10 These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/989 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: webroot.com/twit

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

Windows 12 is stalled and the real reasons go far beyond software. The conversation unpacks how soaring hardware prices, AI chaos, and market confusion have Microsoft in a holding pattern. Also, Paul finally took a sledgehammer to the subscription services he pays for, and more is on the way. Plus, one of Paul's favorite Markdown editors supports authorship on Windows now and an integrated Search/Outline view on Mac, iPad, and iPad.Windows Week D is here with a preview of July's Patch Tuesday Point-in-time restore is now generally available in Windows 11, sort of Quieter widgets, which is nice! Plus, Screen tint, Windows Update improvements, more Tied to this, sort of, something wonderful is happening to the Windows 11 Field Guide Five new builds, plus some 26H2 news (and still no news about what 26H1 becomes, see below...) Mostly minor fit-and-finish improvements So... what about Windows 12? The history is interesting, and Copilot+ PC was what Paul originally thought Windows 12 would be. But now we're talking agentic capabilities that will handle local/cloud/hybrid orchestration per last week's discussion, and maybe that will be it. We knew that Surface Laptop and Surface Pro would come in 8 GB configurations. But they're available now with just 256 GB of storage and the prices are $950 and $850 and up, respectively. Plus all the usual Surface limitations, like one color choice. (16 GB is $1150 and $1050, respectively, so $300 more.) Once again, it's time to just get a Lenovo IdeaPad Slim 5x for $850. It has 16 GB of RAM and 512 GB of storage and is awesome. Tim Cook just admitted that Apple will raise hardware prices because of the component crisis. If this is hitting Apple hard, the rest of the industry is screwed. AI Cory Doctorow's new book is out and let's just say his new neologism isn't as catchy as enshittification Reverse centaur (groan) Surprisingly centrist view on the pros and cons of AI Highlights the Microsoft financial shenanigans I point out every quarter: Microsoft "invests" $10 billion of "tokens" in OpenAI, but there's no volume discount and Microsoft books the transaction as $10 billion in AI revenues as OpenAI simply uses its infrastructure. It gave $10 billion to OpenAI so that it could spend $10 billion on Azure. Google Home Speaker is the Gemini speaker and it's now shipping to first customers as Google discontinues Nest Audio and Nest Mini speakers. Can we trust this company with hardware? And why are there no Apple or Google home theater setups? Adobe brings its creative agent to Firefly and the biggest apps in Creative Cloud XBOX & gaming No movement yet on the massive changes we expect in XBOX soon Microsoft has "dozens" of gaming IP-based movies and TV shows in the works XBOX Insiders can now test updates to Gamertags, Game Hub, and Wish List Call of Duty: Black Ops 1 and 2 are being ported to modern PS consoles. Sadly, not remakes or remasters. GTA VI will cost $79.99 and up - Arrives in November, can preorder on June 25 Steam Machine to cost $1049 and up, and that's with no controller Tips & picks Tip of the week: How to save $100 a month App pick of the week: iA Writer RunAs Radio this week: Securing Developers with Tanya Janca Brown liquor pick of the week: Glen Breton Rare 10 These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/989 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: webroot.com/twit

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

Speaker, author, and software developer recognized with a Microsoft MVP Award for Developer Technologies. Stacy has been developing solutions since the mid-1990s across various industries. She authored Beginning Azure Static Web Apps and is passionate about Azure, DevOps, and empowering developers.You can find Stacy on the following sites:XBlogLinkedInMastodonBlueSkyHere are some links provided by Stacy:MVP ProfileSessionize 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

While Anthropic and the U.S. Government continued to try and make amends, there was another seismic shift quietly taking place: open source surged. Between Microsoft reportedly testing Open Source models for Copilot and the powerful new GLM-5.2, there was a clear trend this week in AI world. Missed it all? Don't worry, we'll catch you up so you can make the informed decisions for your company. Anthropic Continues Fable Fight, Microsoft Goes Open Source, Midjourney's Big Pivot and More AI News That Matters -- An Everyday AI Chat with Jordan WilsonNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:Anthropic Fable 5 and Mythos 5 Export BanTrump Labels Anthropic a National Security ThreatMicrosoft Copilot CoWork Open Source Model SwitchMicrosoft Considers DeepSeek-V4 for AI Cost ReductionChinese GLM 5-2 Sets Open Source BenchmarkGLM 5-2 Challenges Proprietary AI ModelsMidJourney Hardware Pivot: AI Medical Imaging ScannerCursor Building 1.5T Parameter Model, GitHub CompetitorAI CEO Summit: G7 Pushes US-Led AI CoalitionOpenAI Prepares GPT-5.6 ReleaseAnthropic, OpenAI, Google Face Geopolitical AI ScrutinyAdvancements in Token Efficiency and Cost ControlTimestamps:00:00 Trump's comments on Anthropic06:17 Microsoft exploring lower-cost AI models09:07 Microsoft exploring DeepSeek amid tensions13:45 AI model performance and efficiency trends15:59 AI leaders meet at G7 Summit21:22 Midjourney unveils first hardware product23:26 MidJourney's innovative spa technology28:50 Discussing Cursor's evolution and impact32:24 Talking about AI use cases33:27 Rumors and upcoming AI model releases37:20 OpenAI's major new hiresKeywords: Anthropic, Fable Five, Mythos Five, export controls, national security threat, Dario Amodei, Amazon, supply chain risk, Defense Production Act, Copilot CoWork, Microsoft, usage based pricing, open source AI, DeepSeek V4, Chinese AI model, token costs, Azure, agentic AI, enterprise AI billing, data security, compliance filters, GLM 5-2, Zhipu AI, 753 billion parameter model, MIT open source license, long context window, autonomous coding, Hugging Face, benchmark performance, text only model, multimodal capabilities, token efficiency, AI spend, G7 summit, AI governance, AI coalition, AI standards, cybersecurity risks, bioterrorism, chip trade, Sam Altman, OpenAI, Claude Opus 4.8, Gemini 3.5 Pro, MidJourney, medical imaging, MidJourney scanner, full body ultrasound, Butterfly Network, MRI alternative, spa launch, SpaceX, Cursor, 1.5 trillion parameter model, code hosting, GitHub competitor, code generation, AI super apps, Colossus compute, technical prompts, context window expansion, GPT 5.6, Claude Conway agent, Grok Imagine, Firefly AI, code artifacts, Google Ad Manager AI, Open Knowledge Format, Noam Shazeer, Dean Ball, Andrej Karpathy.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Start Here ▶️Not sure where to start when it comes to AI? Start with our Start Here Series. You can listen to the first drop -- Episode 691 -- or get free access to our Inner Cricle community and all episodes: StartHereSeries.com Also, here's a link to the entire series on a Spotify playlist. 

AI Hitting a Wall? LeCun Slams xAI, YouTube 'AI Slop' Surge, Microsoft Sued, and Korea's AI Bonus Inflation In this June 22, 2026 episode of #Trending, host Jim Love covers Yann LeCun's claim that xAI is "kind of a failure" after losing much of its founding team and his warning that large language models may soon hit diminishing returns, arguing instead for "world models" and predicting a potential pricing and funding reckoning for AI labs. A Kapwing study finds about 21% of recommendations to new YouTube accounts are low-quality "AI slop," with a broader "brain rot" category at 33%, highlighting platform quality challenges. Microsoft faces a shareholder lawsuit alleging it downplayed AI investment costs and their impact on Azure growth, which Microsoft denies. The Bank of Korea warns massive AI-related bonuses at Samsung and SK Hynix could contribute to inflationary pressures. Love also invites early discounted readers for his upcoming book, The Compassion Virus, via technewsday.com/.ca. 00:00 Today's AI Headlines 00:35 LeCun Slams xAI 01:37 LLMs Hitting Limits 02:03 World Models Next 05:11 YouTube AI Slop Surge 07:17 Platforms vs Spam 08:47 Microsoft AI Lawsuit 10:08 AI Bonuses Fuel Inflation 13:15 Book Launch Request 14:19 Sign Off

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

In episode 294 of our SAP on Azure video podcast we talk about Software Development Life Cycle at Microsoft with AI. I have always been pretty impressed by the way how Microsoft pushes the way how to develop forward. Especially when we look at the SAP world Microsoft is actually quite a big customer with hundreds of internal ABAP developers. In the past we already talked about how we do Software Development Life Cycle at Microsoft, but obviously AI is also becoming more and more important. So for today I am really happy to have Barb, Ryan, Tom and Joseph joining us today to tell us more how we do AI Powered SDLC at Microsoft!Find all the links mentioned here: https://www.saponazurepodcast.de/episode294Reach out to us for any feedback / questions:* Goran Condric: https://www.linkedin.com/in/gorancondric/* Holger Bruchelt: https://www.linkedin.com/in/holger-bruchelt/ #Microsoft #SAP #Azure #SAPonAzure #Copilot #ABAP #SDLC

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

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

ChatGPT's dominance of the AI market is slipping. New data from Sensor Tower shows OpenAI's flagship chatbot falling below 50% market share for the first time, while Google's Gemini and Anthropic's Claude continue gaining ground. At the same time, AI app downloads, consumer spending, and competition are accelerating across the industry. In this episode of Hashtag Trending, Jim Love examines what the changing AI landscape means for OpenAI, why Illinois could become the first U.S. state to restrict the use of AI-powered smart glasses while driving, and why Microsoft is reportedly considering a larger role for China's DeepSeek AI model inside Copilot and Azure despite potential geopolitical concerns. The show also looks at reports of another round of gaming industry layoffs, with Microsoft, Sony, and other publishers facing pressure to control costs while increasingly investing in AI-powered development tools. Stories include: • ChatGPT falls to 46.4% market share as Gemini and Claude gain ground • Illinois moves to restrict AI smart glasses while driving • Microsoft evaluates expanding DeepSeek in Azure and Copilot • Gaming industry braces for possible new layoffs amid AI transition #AI #ChatGPT #Microsoft #DeepSeek #Gemini #Claude #GamingIndustry #Xbox #ArtificialIntelligence #TechnologyNews #HashtagTrending Chapters: 00:00 Headlines and Intro 00:29 ChatGPT Share Shifts 02:41 AI Spending and Monetization 04:28 Retail AI and Amazon Rufus 06:01 Illinois Smart Glasses Ban 07:41 Microsoft Eyes DeepSeek 10:02 Gaming Layoffs and AI 12:46 Wrap Up and Outro

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The Pope issued a recent encyclical on AI, urging developers to safeguard human agency in the age of artificial intelligence. Eyvonne and William explore this encyclical, moving beyond the headlines to the core message regarding human dignity. They examine how the document provides a values-based framework for evaluating technology and the need for a balanced... Read more »

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

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

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

Mark Shine, Pawel Piwosz, and Filipe Berti discuss why the default choice of AWS, Azure, or GCP is no longer automatic for every team. The conversation covers cost, managed services, open source, AI workloads, and what European cloud providers can offer instead.  We are always happy to answer any questions, hear suggestions for new episodes, or hear from you, our listeners. DevSecOps Talks podcast LinkedIn page DevSecOps Talks podcast website DevSecOps Talks podcast YouTube channel

Följ med Fredrik och Poki på GOTY-resan, där vi återvänder till klassiska – men fortfarande moderna – spelår och ser hur väl titlarna står sig i dag. Har tiden gett dem en ny innebörd, eller cementerat deras legendariska status?Den här gången är det 2016 som står i fokus. Dags att utse årets bästa spel – retroaktivt.Upplägget är som vanligt:Vi börjar med att lyfta årets bubblare, fortsätter med våra personliga topp 10-listor och avslutar med det tuffaste momentet av alla – att enas om en gemensam topp 5. En lista av spel som ska stå emot all kritik och förbli ohotade över tid.Och högst upp?Ett spel som för oss definierar året. 2016 års Game of the Year.

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

On this delicately preserved episode of the Shut Up & Sit Down Podcast, Matt and Tom are venturing through a rolling landscape of cardboard and canned fish.Moytura and Azure are the latest double-bill of mythological titles from Bitewing Games, and have gotten Tom and Matt all excited about abstraction. We follow these beasties with the briny offerings of Conservas - a solo game about making sure you've got juuust enough fish to turn into canned delicacies to be consumed en masse by TikTokers (we presume). And finally, Matt enters his happy place: putting numbers into boxes. Daydream is a roll-and-write with a charming presentation that, like the very best games, hides a crunchy core… Have a great week, everybody!Timestamps:02:34 - Moytura13:00 - Azure23:08 - Conservas29:57 - Daydream

In episode 293 of our SAP on Azure video podcast we talk about data integration with our partner ASAPIO.As we had discussed in the past, connecting Fabric with SAP data is something that is used by lots of our joint customers. We have talked about the different options from SAP, from Microsoft and also from partners. Today we do another deep dive with our partner ASAPIO. Last year we had them already on our show and a lot of things have changed since then. Asapio was very busiy and they have been doing several integration projects with customers and today Jakob Vogelsang is here with us to share more. Find all the links mentioned here: https://www.saponazurepodcast.de/episode293Reach out to us for any feedback / questions:* Goran Condric: https://www.linkedin.com/in/gorancondric/* Holger Bruchelt: https://www.linkedin.com/in/holger-bruchelt/ #Microsoft #SAP #Azure #SAPonAzure #Data #MSFabric #asapio #SAPBDC

Innovation isn't about funding, it's about how organisations are built and led. Progress comes from cutting bureaucracy, empowering mission-led teams, and asking the right questions to unlock bold breakthroughs. This week, Dave, Esmee and Rob are joined again by André Loesekrug-Pietri, Chair and Scientific Director of the Joint European Disruptive Initiative (JEDI, Europe's ARPA) to explore how Europe can turn moonshot ambitions into reality by building the right people, culture and operating models for future-shaping organisations. TLDR00:41 – Introduction01:14 – Hang out: Esmee returns and the missing API has been found!05:14 – Dig in: Staying in step with global innovation12:57 – Conversation with André Loesekrug-Pietri1:02:26 – Roland Garros tennis, and unlocking creative energy GuestAndre Loeskrug-Petri: https://www.linkedin.com/in/andrepietri/X: @eurojediwww.jedi.foundation HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

What if Snow White was a warrior princess who could make a sword out of lightning and a cloak out of the night sky? And what if moms were nice?? To explore these questions, we read 'Sleep Like Death' by Kalynn Bayron. Conversation starts around 31:50. Before we take a bite out of that apple, let's check in on some of the things we've been playing, watching, and thinking about lately.Playing?Godzilla & other kaiju games at Kaiju BrooklynNight in the Woods (2017)Watching?RuPaul's Drag Race All-Stars 11 (Paramount+)Snow White and the Seven Dwarfs (1937 Film)Thinking About?⁠⁠Sony June 2026 State of PlayFind us on Bluesky & Instagram: @NovelGamingPodSend us an e-mail: novelgamingpodcast@gmail.comLogo by: Katie!Theme song: "Bit Bossa" by Azure

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

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

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

Anthropic released Claude Fable 5, a guardrailed Mythos-class model, to the public and Mythos 5 to trusted partners. OpenAI confidentially filed for an IPO. Hackers injected credential-stealing malware into 70+ Microsoft GitHub repos, and Apple details its new Gemini-based foundation models. Anthropic releases Claude Fable 5, a "safe" Mythos-class model it says can't be used for cyberattacks, to the public, and Claude Mythos 5 to trusted orgs (Wired) OpenAI confidentially files for an IPO, says it has "not decided on timing yet", as "there are things we want to do that are likely easier as a private company" (CNBC) Microsoft disabled 70+ of its repos on GitHub, including Azure-related tools like azure-functions-host, after hackers added credential-stealing malware to them (TechCrunch) MG Siegler: after being left for dead in AI, Apple is set to win at the consumer level — the power of the default, superior product instincts, and no real competition (Spyglass) Ben Thompson: the iPhone is the true core of Siri AI, and Apple is the only company positioned to work across apps with personal context — as long as it's not vaporware (Stratechery) Learn more about your ad choices. Visit megaphone.fm/adchoices

Azure Functions Action and 72 Other Repositories Disabled After Supply Chain Attack https://www.stepsecurity.io/blog/miasma-worm-hits-microsoft-again-azure-functions-action-and-72-other-repositories-disabled-after-supply-chain-attack-targeting-ai-coding-agents Active Exploitation of Check Point VPN Authentication Bypass (CVE-2026-50751) https://blog.checkpoint.com/security/check-point-releases-important-hotfix-for-vulnerabilities-in-deprecated-ikev1-vpn-protocol/ Missing IPsec Integrity Protection for IMS SIP Signaling in Verizon VoLTE Deployments https://kb.cert.org/vuls/id/615987 My Upcoming Classes https://www.sans.org/profiles/dr-johannes-ullrich

Join us as Mike Fiedler (AWS Hero, PyPI Safety & Security Engineer, Python Software Foundation) makes the case for eliminating long-lived credentials from your release workflow - before an attacker does it for you. Mike walks through the real-world incidents that motivated Trusted Publishing, how OIDC-based short-lived tokens work under the hood, and the step-by-step process for setting it up in GitHub Actions. You'll learn how the 2024 Ultralytics compromise was forensically investigated thanks to Sigstore attestations, why that API token in your repo is just a password with a fancy hat, common pitfalls that will have you debugging for four hours, and why deleting your old token after setup is the step everyone forgets. PyPI went from 10% Trusted Publishing adoption in February 2024 to 36% today - this episode is how you become part of that number. Timestamps 0:00 Welcome & Introduction 4:00 Mike's PyCon US World Tour Recap 8:00 The Scale of PyPI: 13B Requests/Day & 36% Adoption 12:09 Why Long-Lived Tokens Fail: Four Attack Models 16:47 Case Study: The 2024 Ultralytics Compromise 21:44 What is Trusted Publishing? OIDC Explained 27:04 How the GitHub Actions Flow Actually Works 34:12 Other Registries: npm, RubyGems, crates.io, NuGet 36:34 Common Pitfalls & Debugging Tips 42:29 Provenance & Sigstore Attestations 44:22 The Step Everyone Forgets: Delete Your Old Token 47:06 Migration Guide & Getting Started This Week How to find Mike: https://www.linkedin.com/in/miketheman/ https://www.python.org/psf-landing/ Links from the show:

Join us as Dale Orders (AWS Community Builder, four-time All Builders Welcome participant from Australia) walks through everything you need to know about getting to AWS re:Invent completely free - flights, hotel, conference pass, and more. Dale shares her personal journey from being rejected the first time to attending four AWS conferences through the All Builders Welcome grant program, including two as a mentor. You'll learn the exact eligibility criteria, what the grant actually covers (flights, accommodation, Uber vouchers, a prepaid Visa card, and a free AWS exam voucher), how to write an application that stands out, and the one thing that will get yours rejected immediately. Dale also covers what happens after you're accepted, how to handle the visa process if you're outside the US, and a full list of other tech conference grant programs beyond AWS. Applications typically open in late June - this episode is your head start. Timestamps 0:00 Welcome & Introduction 4:11 What is the All Builders Welcome Program? 8:03 Dale's Journey: Rejected Once, Accepted Four Times 11:07 Eligibility Criteria & Who Should Apply 15:49 The #1 Thing That Will Get Your Application Rejected 16:03 Everything the Grant Actually Covers 17:42 How to Apply & Timeline 18:41 Writing a Winning Application 35:18 Visa Process Warning: Don't Ignore This 38:41 Other Tech Conference Grant Programs & Wrap-up How to find Dale: https://www.linkedin.com/in/dale-orders/ Links from the show:

Join us as Dale Orders (AWS Community Builder, four-time All Builders Welcome participant from Australia) walks through everything you need to know about getting to AWS re:Invent completely free - flights, hotel, conference pass, and more. Dale shares her personal journey from being rejected the first time to attending four AWS conferences through the All Builders Welcome grant program, including two as a mentor. You'll learn the exact eligibility criteria, what the grant actually covers (flights, accommodation, Uber vouchers, a prepaid Visa card, and a free AWS exam voucher), how to write an application that stands out, and the one thing that will get yours rejected immediately. Dale also covers what happens after you're accepted, how to handle the visa process if you're outside the US, and a full list of other tech conference grant programs beyond AWS. Applications typically open in late June - this episode is your head start. Timestamps 0:00 Welcome & Introduction 4:11 What is the All Builders Welcome Program? 8:03 Dale's Journey: Rejected Once, Accepted Four Times 11:07 Eligibility Criteria & Who Should Apply 15:49 The #1 Thing That Will Get Your Application Rejected 16:03 Everything the Grant Actually Covers 17:42 How to Apply & Timeline 18:41 Writing a Winning Application 35:18 Visa Process Warning: Don't Ignore This 38:41 Other Tech Conference Grant Programs & Wrap-up How to find Dale: https://www.linkedin.com/in/dale-orders/ Links from the show:

SummaryIn this episode of the Blue Security Podcast, hosts Andy Jaw and Adam Brewer discuss significant updates in Microsoft's security landscape, including the shift to passwordless authentication, cross-tenant synchronization, and the convergence of sensitivity labels with security groups. They also delve into Azure role governance and the implications of Facebook's new camera roll settings on user privacy.----------------------------------------------------YouTube Video Link: https://youtu.be/WFs6S42SCDs⁠⁠----------------------------------------------------Documentation: https://www.bighatgroup.com/blog/entra-id-passwordless-default-governance-convergence-may-2026/https://proton.me/blog/meta-ai-facebook-camera-roll----------------------------------------------------Contact Us:Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bluesecuritypod.comBluesky: https://bsky.app/profile/bluesecuritypod.comLinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/bluesecpodYouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/c/BlueSecurityPodcast-----------------------------------------------------------Andy JawBluesky: https://bsky.app/profile/ajawzero.comLinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/andyjaw/Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠andy@bluesecuritypod.com⁠----------------------------------------------------Adam BrewerTwitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/ajbrewerLinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/adamjbrewer/Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠adam@bluesecuritypod.com

“Every data center will need some part of AI capabilities to run workloads like inference, because it's just becoming such a fundamental part of all of this cloud technology,” says Alistair Speirs, general manager of Microsoft's Azure Infrastructure. Speirs joins Bloomberg Intelligence Senior Technology Analyst Anurag Rana on this episode of the Tech Disruptors podcast to discuss how AI infrastructure is reshaping the modern data center, from liquid cooling and dense networking to custom silicon and distributed supercomputing. Speirs explains how Azure is preparing for a world where training, inference and traditional workloads increasingly converge, making software-defined infrastructure, power availability and global scale central to Microsoft's cloud strategy.

In this special report, John Siefert, CEO, Dynamic Communities and Cloud Wars, speaks with Robbie Morrison about Velocio's acquisition of Domain Six and what the move means for customers, partners, and the broader Microsoft ecosystem. Morrison explains how the acquisition expands Velocio's enterprise capabilities, vertical-industry expertise, and delivery capacity while strengthening its ability to help organizations modernize around cloud, data, and AI. Velocio Expands Expertise The Big Themes: Domain Six Expands Velocio's Reach: Velocio's acquisition of Domain Six represents more than a simple expansion of headcount. Robbie Morrison describes the acquisition as a strategic move that adds highly skilled consulting talent, enterprise delivery capabilities, and valuable intellectual property in specialized vertical markets. Domain Six brings expertise in areas such as rental businesses and professional services, allowing Velocio to broaden its market reach while deepening its industry-specific knowledge. Consulting is fundamentally a people-centric business, making the addition of experienced professionals especially valuable. Customers Gain Access to Broader Expertise: One of the biggest benefits of the acquisition is the expanded access customers receive to specialized talent and services. Morrison notes that existing Velocio customers will gain access to Domain Six's industry expertise, while Domain Six customers will benefit from Velocio's larger global team and deeper Microsoft platform knowledge. The combined organization can now offer expertise spanning Azure, Dynamics, Microsoft 365, Fabric, data platforms, and business applications. Governance Has Become a Competitive Advantage: Data governance is no longer just a security requirement. Morrison explains that governance, access controls, documentation, and process discipline have become business enablers. Proper governance ensures that the right employees can access the right information at the right time, allowing organizations to move faster and make better decisions. As AI systems increasingly depend on organizational data, governance frameworks become essential for both compliance and performance. The Big Quote: “Everything that we do is people-centric. We're a consulting business at heart, and a consulting business is built on the knowledge and the abilities of the people you bring in, so bringing in that great team at Domain Six was key." More from Velocio and Robbie Morrison: Connect with Robbie on LinkedIn, read the press release about the Domain 6 acquisition,  or check out the Velocio website. Visit Cloud Wars for more.

Dan Nathan welcomes Notable Capital partner Jeff Richards to discuss how public-market concentration and multiple expansion in mega-cap tech are influencing private-market valuations. Richards explains Notable's evolution from GGV Capital and its investments across AI and software, then argues that AI adoption is accelerating rapidly, citing publicly reported Anthropic run-rate growth and broad “token path” benefits for infrastructure and select software. He highlights cybersecurity as a key beneficiary as agents increase enterprise risk and could drive continued growth for leaders like CrowdStrike and Palo Alto, while noting stretched valuations and advising patience for pullbacks. The conversation covers Google's equity raise and Berkshire's participation, Microsoft's questions beyond Azure, and why Richards recently bought Meta. They address enterprise “sticker shock” for AI usage, the shift to measuring output, SaaS durability vs. internal builds at startups, talent-driven M&A, rising VC interest in robotics, and potential IPO demand for SpaceX, Anthropic, and OpenAI amid signs of frothy market behavior. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

William and Eyvonne discuss recent tech news, including the growing political and community opposition to AI data centers driven by fears over power and water usage. They also analyze the “AI Chip War” as hyperscalers such as AWS and Google invest in specialized silicon for training and inference.  Episode Links: Amid backlash, O'Leary Digital CEO... Read more »

The new Azure file share experience is now generally available! In this episode of Azure Friday, we explore how the new management model simplifies the way you create and manage file shares, helping streamline your day-to-day operations. We also walk through the updated portal experience and highlight some of the key benefits of the new file share experience. Chapters 00:00 - Introduction 03:38 - Demo on portal 10:20 - Benefits 12:54 - Closing & learn more Recommended resources Learn Docs Azure Product page Blog post Connect Scott Hanselman | Twitter/X: @SHanselman Azure Friday | Twitter/X: @AzureFriday Azure | Twitter/X: @Azure

We've informally heard that Satya is a listener to LS for a couple years now, but it was still absolutely surreal to meet him and do a live pod at Build, together with our friends at No Priors, the leading VC AI Podcast that we also greatly admire!We covered the MAI model technical takeaways on yesterday's AINews, so I will focus our recap of Satya's main messages around three elements:* Satya's adaptation of the Bill Gates Line for positioning Microsoft as the Frontier Intelligence Platform — customers must gain much more value from the Microsoft ecosystem than Microsoft itself, by building on multi-model harnesses like OpenClaw and Scout, drawing on the full enterprise context exposed by context layers like Work IQ (heavily dogfooded by his C-suite), and building up private evals and traces as a new form of Token IP* AI ROI: On one hand, enterprises are having difficult conversations around Tokenmaxxing and Layoffs, and on the other hand, there are serious re-evaluations of the End of SaaS since the Build vs Buy equation has changed so much. Our previous SemiAnalysis guest had… interesting comments on Microsoft's position on this as the ur-SaaS titan, and Satya had great answers* Making the Impossible Possible: Kevin Scott's inspiring framing around what the most ambitious version of applying AI and technology at large to business and social problems, like education and social impact.Enjoy!Full VideoTranscriptVoiceover: Welcome swyx, Sarah Guo, Elad Gil,, and Chairman and Chief Executive Officer of Microsoft, Satya NadellaSarah Guo: Welcome to a crossover episode of No Priors and Lane Space with Satya Nadella. Um, congratulations on an amazing build. No, thank you so much, and it's great to be with both of you. I listen to both of you or b- both the podcasts all the time. It's great to be on it.Thank you so much. [00:01:00] So you're just talking about, um, these amazing, uh, announcements from across the Microsoft estate all morning for, I think, three hours. What is the, uh, what's the most important reflection or takeaway you have?AI as an Ecosystem PlatformSarah Guo: I, I'd say there are, uh, perhaps the, the biggest one for me is let's sort of conceptualize this more as an ecosystem play as opposed to a single model or even a single platform, right?Satya Nadella: I mean, you know, whatever I... At least for me, having grown up at Microsoft, having seen, whatever, four major platform shifts, uh, I sort of fall into that, um, uh, camp where a platform is defined by fundamentally its ability to create more value about the platform versus what's captured in the platform. And so if you, you view what's happening right now, I think this morning's keynote was how can any company, whether it's an AI native company or a traditional enterprise company, participate as a first-class participant where they can point to AI they created, [00:02:00] right?It's not that they don't use other people's AI. Of course they will. But to me, what's the path? What's the recipe? How do I do it? What does a stack look like? What does the tooling look like? What is valuable? How do you do that? That's it. That's sort of our job to do. Yeah. Ecosystem strategy is, uh, very complicated, right?Sarah Guo: Because you end up building certain components, partnering for certain components, supporting them. You just announced this big suite of models. Like, tell us a little bit about the, uh, training strategy for Microsoft now. Yeah.MAI Models & Training StrategySarah Guo: So, so the thing that we wanted to do with the MAI models was to build, and as Mustafa talked about, first of all, a great lineage, right?Satya Nadella: Starting with pre-training, uh, with very good data quality, uh, doing all the ablations, making sure because in, in some sense it's becoming even harder to build a clean lineage model just because there's so much stuff out there, uh, that you truly need to ablate out to be able to have a fantastic [00:03:00] pre-trained model.In fact, that's one of the challenges of a lot of the open weight models is they look great on one benchmark or two, but they're not great on practice. So that's why, in fact, even in the RFDEs are, they, they are pretty gone really excited about these MAI models because how the heck can a small five B model hill climb?Uh, and it goes back a little bit to what I think is ultimately the key thing to do, which is try to pursue finding that cognitive core. Uh, so to me, starting with a clean lineage- Then creating that ability for companies to be able to use this, right? Not just as a generalist, but to create their own specialist by building this hill climbing scaffold around it, right?So it's not just the model, but you have a hill climb scaffold around it, then you will start building your RLE. You will start collecting the traces. Most importantly, you'll have private evals because we know all the evals out there are good, interesting, [00:04:00] but they're not really that critical- They're work, yeahSwyx: at this point because they all can be maxed. And so the point is each company will have its own private eval. And so that end-to-end platform story around our models is sort of, uh, what I think is interesting. And then the one other thing, Sarah, since you brought that up, is I do feel there's a new frontier.Satya Nadella: Like people talk about the frontier and are you operating at the frontier. Um, interestingly enough, if you add a little temporality to it, you can use, let's say, in, in, in fact, the, the Lando Lakes demo we showed was pretty cool. We used, whatever, GPT-55, right? Then you collected a bunch of traces, and then you took a 5B reasoning model and achieved higher.Sarah Guo: Uh, so that is another aspect of what it means to appear... uh, you know, operate at the frontier Yeah. I, I think, uh, I first of all have to congratulate you on basically building a frontier neo lab inside of Microsoft in two years. Um, I'm wondering, you know, you have all this AI strategy that you're rolling out.Lessons from Two Years of AI DevelopmentSwyx: I'm wondering, what do you know now that you wish you would tell yourself two years ago where- or two or [00:05:00] three years ago? Three years for the Jensen partnership, two years for, uh, MEI. Yeah, I mean, I think the, the thing when, that I reflect quite a bit, right, which is sort of obviously I got into all this when I got excited by the, the scaling laws paper and, you know, when, you know, even the OpenAI partnership came about when those folks said, “Hey, we're gonna really throw a lot of computer transformers.”Satya Nadella: Uh, and they've helped. I- the thing that I always look back and say, “Wow, these things, uh, do have capability that they're climbing up.” W- I mean, this, you know, this crude way of saying it is intelligence is log of compute kind of works. Now what I think we underestimated perhaps is the real-world complexity of deploying these so that they actually deliver the value in the real world, right?So the outcomes as measured by any benchmark is interestingly important, but the true eval is when people out there are able to do unique things that they only can value, and it's very [00:06:00] measurable, right? That I wish we had sort of even, like, had more in our consciousness, right? Which is as an industry.Sarah Guo: Because right now I think when people say, “Wow, I don't want a token max,” it's an artifact of us not having thought ourselves as an industry that we are using tokens to create value every step of the way. So I think that's kind of what I wish we had gotten there, but I'm glad we are here.Real-World Value & Use CasesSarah Guo: What are some of the use cases that you've seen that have created the most value for your customers?Because I know that people talk a lot about code, and I think it's pretty clear that that's something that's having very large scale impact. Are there other areas that you find in common that your customers are really benefiting from? Yeah. I think, yeah, to your point, obviously coding is now got... But it's interesting, by the way, Elijah, to even talk about the coding, right?Satya Nadella: Which is coding has worked so well that we now have to rebuild the IDE, right? I mean, it's kind of nuts to see what we sh- launched is like, oh my God, I have these hundred agent sessions. I... The cognitive load it transfers back to me as a human is so [00:07:00] excessive that now I need a new UI. Uh, oh, by the way, I, like the, the chat as the only artifact was also impossible, so that's why we need a canvas.So it's kind of interesting for all the things about where is software needed or where is UI needed, uh, you kind of need that even for code, right? In a fully agentic world. But that said, one of the things that we are starting to see, we started seeing with co-work, but even some of the work we, we showed with auto com- uh, um, autopilot Right on what you see with claws is a good one because if you sort of think about a lot of human capital is doing the glue work, right?If you now can augment that with tokens/agents that are long-running, durable, right, then your ability to scale even what is still judgment and glue work gets amplified like coding does. Uh, so you can... Like, I'm positive that six months from now we'll all be saying, “Oh, wow,” like, all through ni- the night there was a bunch of stuff that [00:08:00] all these autopilots that I have working on my behalf with my delegated authority, so to speak, right?I can... Sort of given even my identity, did a bunch of work, then of course I'll need my new ADE to say, “Well, what did you do?” Like, I might... “Did I do this work?” And so on. So I think that that's where compressing of workflows, uh, completing of tasks, uh, that's where I think a lot of the value gets created. I think you raised a really interesting point, which is there's the actual agent that's doing the code, and then there's a harness around it, and that's the environment, that's the context, that's everything you're setting up as a developer around actually a coding agent.The Harness Concept for Enterprise AISarah Guo: What is the harness for the enterprise? Is there an equivalent concept for broader productivity work, or how do you think about that concept sort of generalized? That's right. So, so in some sense you kind of want the harness to define the models, the, the data, uh, and the tools, and so that you have a loop across those three.Satya Nadella: And so what we are trying to, first of all, make sure is each of our products that we build, right, whether it's GitHub Copilot or the security copi- the, the [00:09:00] stuff we showed with MDASH or even the discovery for science, it doesn't matter, all of them are multi-model harnesses, um, with tools access so that you can do this progressive, uh, disclosure of tools even so that they're token efficient.Uh, and then you're feeding it with very rich context because that's sort of the other hard lesson we have learned in the last two years is, oh my God, the amount of work you need to do to prep the context layer, uh, such that your plan can execute in the most efficient way is where the magic is. So we have, in our case, we have the GitHub harness, which essentially we're using across all our products.It's available in Foundry, and we are open, like you can use your Llama harness, whatever. Or you can use the, um, uh, you know, any open harness or any harness of yours and train with your tools and multiple models and your context. And so that's the pitch. Because right now a lot of dialogue is, um, “Hey, if I train the harness plus tools and the model together, you get [00:10:00] evals.”Elad Gil: And what we are proving out is... And the best example of that is what we did with MDASH, right? Because when it launched, uh, it found bugs or vulnerabilities that were not found by Mythos Uh, and so there is existence proof, I would claim, that you can have a multimodal harness, uh, that can in fact be more, uh, performant in the real world So a premise behind the, uh, training at the independent frontier labs is really, you know, we're gonna have these models, and we'll have an API business, and we'll support enterprises and startups.Sarah Guo: ButPlatform Strategy & Developer EcosystemSarah Guo: a first-party product, be it productivity or code or search, drives the majority of revenue. That's a different value equation than you're describing, I think, with the Microsoft ecosystem. Uh, if, if that's the case, tell me if it's the case, uh, ‘cause obviously you have first-party products and you have enablement products.Satya Nadella: Um, what is the role of the develop- Like what is gonna be hard and the set of skills and the value capture the developer has in that world? Yeah. So I think that there's always [00:11:00] gonna be the case that someone who is super successful in- as a platform builder can also have first-party products. It was true with Windows.It is true, uh, with, uh, the, the SaaS side and the cloud side as well with us and others and so on. But the thing that is, is it should not be a limiter to other people achieving that same success, right? That I think is the core difference, which is the, the network effects this time around, around intelligence are such because they learn from data, and not really lots of data.It's just a few samples that you have to see to understand what's novel about something. So that's why the game becomes how to protect. So that's why I would say every company, having private evals may be the biggest IP, right? Think about it, like what's that private eval that you can then use even a frontier model to hill climb on and not leak the traces may be one of the biggest [00:12:00] drivers, uh, of IP.Like, so in other words, another te- acid test is you have an eval that's private. You're using, uh, a g- a Model A. Can you switch it to Model B and e- you know, climb up? If you can, then you're in control. If you can't, you're not in control, and that's where even the harness decision becomes super important, right?swyx So therefore, having an open harness, letting all models come in, having your evals, your context, your tools help you hill climb, I think is the skills that an AI native startup needs, a SaaS company needs, or every enterprise needs. Yeah, I think in, in a very real way you are ... Microsoft historically is an operating systems company and th- then become a cloud company.Maybe like the third act is that you're a harness or evals company. Whatever w- ... whatever the, the sort of conglomerate of concepts that you wanna put together. Um, and, and I think like enabling every company to have like frontier intelligence or what- what- Yeah ... I forget the, the [00:13:00] exact term that you used, um, is the, is the mission, right?Satya Nadella: That's it. Like that is, that is the platform promise, that you build with us, you will get your intelligence, uh, for your data. That's it. That ... To, to me, that is the ... Like if there was one tagline, uh, for this entire developer conference is- Can everybody operate at the frontier with their frontier intelligence, right?To me, that is so important because otherwise it, I, I don't know how you achieve stable equilibrium, right? Which is how do I then go and say, “Well, my company is gonna have a terminal value because I now know how to continuously compound-” Yeah ... on top of what's a platform that gets better,” right? So when, like Windows obviously came out, Adobe built, Autodesk built, uh, or even like take what Jensen said.We built DX and he built, you know, CUDA on top of it. Um, right? I mean, I always say to Jensen, “God, I got the short end of that,” right? “I wish, uh, we had recognized it.” But nevertheless, but that, that idea that you can build a platform layer [00:14:00] that someone else can then extend out, um, and build their own intelligence layer in this case, I think is everything, right?Without it, why have a developer conference? I can just come and have you all sort of just worship at the altar of one model. Yeah. But that's not a developer conference. Uh,IP, Evals & Company Valueswyx: backstage we, we had a discussion about what is IP or what is the, the value in a company. It used to be the length of, uh, human experience at a company, and now it's this other thing which is the evals, the, uh, experience in sort of applying agents to the company. Can you... I just want you to like flesh that out a bit more ‘cause- Yeah ... it was very insightful.Satya Nadella: It's a great way to frame it, right? Because yeah, at the end of the day, every company is gonna have both the human capital that is still gonna be super valuable, uh, because humans, uh, and their ability to find the gaps that exist at all times is going to be the way we all will create value, right?I mean, so I'm definitely in the camp that this is going to be about expressing new forms of human agency and ambition even as token capital goes up, right? So let's say a cor- any corporation [00:15:00] has lots of tokens and lot of human capital. The question is how do you compound the two? So if you have a... Like if you take in Teams I have a bunch of agents doing work and a bunch of humans doing work, and the traces between those, that is really important context of how that enterprise is creating value.Then that goes back to train not a generalist model, but to train the company veteran agent, uh, right? That is super valuable again, right? Which is when a company goes says, “It should in fact go onto the balance sheet,” is how I think about it, right? That's so... In fact, there may be... Like human capital was never possible to go put on a balance sheet, uh, because you didn't know how to capture the tacit knowledge.swyx: Whereas now I think you can with the agents that have learned through the h- through, through time, through all the traces. Uh, so that's what at least we think will happen. I, I think the SEC is gonna have to have accounting standards- ... for token, uh, expertise Uh, y- y- you're talking about the equilibrium [00:16:00] state, um, and a stable equilibrium where companies have this compounding value and can see terminal value for themselves.Future of SaaS & Business ModelsSarah Guo: Another challenge to, you know, the considered equilibrium of, okay, there are applications and workflows that are sort of common to a vertical or a horizontal. Um, and this was, like, the generation of SaaS companies and, you know, Microsoft has lots of SaaS properties as well. And then there are things that are very specific to every enterprise that they're differentiated against.Elad Gil: Um, I'm sure you have heard much and participate in much of the debate about the end of software because all these workflows are, are cheap to generate now. Um, do you think the equilibrium looks different between what agents get built- Yeah ... in enterprises versus in their vendors in the future? Yeah. So I think what's happening there is, see, we, we had a particular way we captured, um, I would say workflow in apps, right?Satya Nadella: Because we built a, a data model, right? We schematized some part of some business process. Mm-hmm. We then built a bunch of business logic. Yep. And then we put a bunch of UI [00:17:00] on top of it, right? So that's kind of what every SaaS company- And a little configuration. For, like, 20, 20 years that was the plan.Right, that- Yeah ... and that was it. So interestingly enough, now you kind of get to re-litigate that vertical stacking, right? So I still think, for example, that data model that you built underneath every SaaS application is super good, right? Like, why reinvent it? Like, I, I, my general ledger better be a general ledger.I don't need new schema creation. No. Uh, in fact, that entity relationship, uh, is actually pretty good, robust thing that I want to feed. And you want it to be stable. That's right. Yeah. Then same thing with business logic, right? If, if you look at, uh... We have this product called Power BI, right? It is like dashboards galore people created.The beauty underneath that dashboard is a very rich semantic model, right? Someone took the pain to create a dashboard and do all the measures, and you want that. That's business logic, right? I want that to be available to me. So I think the [00:18:00] challenge of the SaaS business model is we packaged one way. We now have to learn how to unbundle these things and rebundle in new ways and discover new business models, right?I mean, if you look at it, d- what's happening today with Microsoft 365 is a great example, right? We have this thing called Work IQ. In fact, like, what we are realizing is, oh my God, like, you know, if you look at... In fact, there's a pa- historical parallel too, right? We sold first Exchange and SharePoint and, uh, you know, before Teams, we had a thing called Lync Server and what have you, and we thought, “Oh, that's all gonna move to the cloud.”But little did we realize that, um, the number of people who will use servers in the cloud is 10X, 100X, right? Because people were not buying servers, they were just buying a subscription. Mm-hmm. The same thing is now happening with M365 because with Work IQ, we have exposed what is perhaps the most important database in a company that never got used as a database because it was only captive to our apps.Mm-hmm. Right? It, it was all email operated on it, Teams operated [00:19:00] on it, Word, Excel, PowerPoint, SharePoint. But now, like this is one of the coo- coolest things I get to do with Work IQ. I go to a GitHub repo and I say, “Hey, I attended a bunch of design meetings last week related to this repo. Can you capture all that and tell me what changes I should make?”I mean, think about that, right? It literally can go look at all those transcripts, come back with a plan to change a code base, right? Previously, you could never have thought of using M365 for something like that. So the value creation opportunity now in the agent world is in fact 10X more, but it does require us to have...Sarah Guo: For example, there's going to be usage around M365, right? Which is going to be perhaps more than even the e- end users and we have to even re-architect. Like, in fact, like what I use to serve an inbox or a mailbox cannot be used to serve an agent. Uh, and so that's sort of what we are doing.Pricing Models: Per-User, Consumption & OutcomesSarah Guo: I don't believe in, like, permanent business models for any of these domains, but in the [00:20:00] near term, do you have a prediction between, uh, you know, outcomes-based pricing, token-based pricing?Elad Gil: Enterprise bundles Yeah. The way I- I think about this is always we've had... Like, let's even take the per-user pricing. Mm-hmm. The per-user pricing is really an artifact of someone creating a budget needing certainty, right? Because it's the most important thing. Like, somebody wants a budget- Mm-hmm ... they need a per user.Satya Nadella: And, and per user is just a set of entitlements to usage, right? That's kind of what it is. And so the way is, if the first bundling will be take some usage, bundle it into per user stacks and, you know, then sell subscriptions. So subscriptions I think are gonna be there, per user is gonna be there. Then the next big thing will be consumption.So people will say, “I want consumption.” And it's also possible that people will say, “I don't even want to pay for any of the subscriptions or the consumption's outcome.” Mm. But remember, most people love outcomes until they have an outcome, because once you have an outcome, it's like giving away royalty, [00:21:00] right?Mm. I mean, like I, I've talked to customers who love, you know, outcome-based pricing, and I say, “I'm all in,” until they, “Oh my God,” like, “what are you talking about? You're sharing in my outcome? No, no, no. I want you to go back to per-user pricing, and I want you to consumption price,” right? So I think that debate will go on.Uh, but and all, all, all of these business models have a particular time and a place versus one to rule them all. And if anything, if you're a SaaS vendor or you're a platform vendor, having that flexibility... And quite frankly, we face this with GitHub, right? We just recently announced a per-user pricing on GitHub because little, you know, we- GitHub Copilot was constructed at a per-user level before we understood even, uh, the intensity of usage of agents, right?It was an interactive way for a developer to use code complete, maybe tasks. It was not like, oh, I launched 10,000, you know, agents that are going on all day, right? So that is what the adjustment is about. So now that we really want, there will [00:22:00] always be a per user, but there will have to be a consumption meter.Durability of SaaS & Build vs BuySarah Guo: How do you think about the durability of SaaS more generally? One thing I've observed is in a lot of enterprises internally, there will be teams that almost have agent euphoria. They're so excited about the explosion of things they can build that they're trying to rebuild a lot of applications or going to their SaaS vendors and saying, “We're not gonna work with you anymore,” or, “We're considering an internal project.”And it seems like in six to nine months, maybe some of those people will come back and say, “Actually, we, we can't rebuild everything.” How do you think about what's durable in this world and what isn't? Yeah, it's a... It... I think we have to go through one full budget cycle on this to really see the, um- Uh, the sort of the emergence of the equilibrium, because at the end of the day, there's marginal cost to even generating the app, right?Elad Gil: In, in fact, there can be even a, a simple way to say it, like if you should always acquire something if the marginal cost of building and maintaining, uh, something on your own is higher. Uh, right? That should be like it's a quantifiable- Yeah. Right? A quantifiable thing. And [00:23:00] the maintenance part is important, right?Even, like you got to remember like, hey, you know, all the security stuff that now AI will find, you better fix them too fast. Uh, of course, there's a coding agent to help you with, but then that burns tokens, right? So whose responsibility is it? It's kind of like a, a cycle that you've got to think through.And I think we have gone through the excitement that I can generate a lot of software. I think the next thing would be what software do I really want to generate? Mm-hmm. What software do I want to use from others? How do I compose these two into some agentic workflow that I have agency over, right?Sarah Guo: Because I think there'll be very little tolerance for anybody who's inflexible, uh, at the vendor level. Uh, but at the same time, I think that anyone who has got that flexibility shows up, delivers the value, will be back at again, right? We're selling software, uh, but with just different business models, in fact Uh, speaking about building software, um, one of my favorite moments from, I think, a previous build maybe one or two years ago was they had a b- they, they...Swyx: There was a section of you building your [00:24:00] own software. I'm curious if you're building anything now. Yeah. So I, I think the... You know, first of all, let's face it, right? Building software has made it possible for even the incompetence of a CEO of a company- ... like ours, uh, you can build, so thank God. But that said, I, I, I, I do feel that, you know, something like, um, GitHub Copilot to me, and especially the new Sessions app or the new app, has just made it so much more possible for you to have agency over artifacts that you felt you couldn't touch before, right?Satya Nadella: So to, for me as a CEO, even to go to a code base, uh, to be able to learn about it, like I remember joining Microsoft long back, you know, first and then you say, man, everybody had to go in and look at, you know, whatever, Cutler's, Malik, or what have you to learn how to do good C, uh, C++ code. Um, so now that ability to be more full stack up and down is so good, but that doesn't mean every one of us should be doing the same thing.The question is: [00:25:00] how do you then have the ability to inspect things, learn things, see things, um, I think is just so much more. And so to me, what I'm building a lot of is these long-running Foundry agents. Uh, right? So there's autopilots. So the easiest thing is, to me, I think I just built one, uh, even last week, where the idea was, hey, can I have an agent that is continuously monitoring essentially my own chief of staff autopilot, right?We're gonna have that obviously in, uh, Scout. That's what, uh, uh, we showed. But it is so easy and trivial to build. I took Work IQ. I said, “Take Work IQ, go, uh, and build a Foundry long-running agent.” Uh, store all the memory in, um, uh, using Ray Fin, right? Basically at my backend as a service. And lo and behold, it built it, and not only built it, I could say publish to Teams, and it published the damn thing to Teams.Sarah Guo: So the ability, uh, to have a, you know, some end-to-end project like this complete is just pretty [00:26:00] miraculous. How do you think, uh,Future Engineering RolesSarah Guo: that impacts the different types of engineering roles that exist in the future? Because right now I think there's, you know, a dozen different types of engineers that you can be, from QA, front end, et cetera.You know, there's a big swath. I've heard some people argue that in four or five years we'll basically end up with four engineering roles. It'll be people who are managing agents, it'll be four deployed engineers or FDEs, it'll be security engineers, and then people working on large scale infrastructure for a small number of services, and then everything else just collapses into the agentic world.Satya Nadella: Yeah, I- Do you think that's a correct view of the world? Yeah, I mean, I think, I think we'll have to experiment our way through it. But what you said is what... There are some very at scale things. At LinkedIn, they did structurally change- Mm-hmm ... uh, and it, you know, basically built up a new discipline called full stack builder, right?So they went and said, “Hey, let's bring, uh, people from design and product management, front end engineering, all put them together.” Uh, but also have an edge, right? It's not like the design person still doesn't have the design edge, or the front end [00:27:00] person doesn't have the front end edge, but you can give yourself bigger scope in roles so that you're not confined to one role.Um, and then r- equally, infrastructure has become very critical, right? So in other words, like, I mean, RLEs, I mean, one thing we've realized is even for the Excel team, for example. Mm-hmm. Building the RLE in which a reward can be learned is actually one of the hardest sort of infrastructure problems.Mm-hmm. Uh, and so you kind of need even new talent, right? Distributed systems people even in what was considered an end user app team, uh, because it's a different skill set. So yes, infrastructure, science is the other one, obviously. Um, so I think we'll see how these evolve, right? Where's the s- real... I mean, always the world will have a bunch of specialists.Okay. Um, you know, I think the generalist role is going to be the most exciting, right? Because the leverage of a generalist- Mm-hmm ... um, is where we are going to see the maximum returns, right? When, when you said, “Hey, are you coding?” I'm now a gen- Like, what... I've basically translated [00:28:00] knowledge work Right?Which I did, where I created a Word document or a spreadsheet, or even, uh... And now I can build an app, right? It's in the same sentence. Uh, right? That idea that, “Oh, wow, my generalist skills have gotten higher leverage,” I think is what we're gonna see across the board. Music to the ears of CEOs and VCs that are, like, a little dangerous and a lot of- Golden age for idea peopleSarah Guo: idea people. Yeah. Uh- With a lot of agency. I- if you take that idea of personal agency and you just zoom it out to the organizational context, um, uh, my partner Mike Renall, who, uh, actually started his career at Microsoft, just wrote an essay where one of the big takeaways is i- it's an age where you can be much more ambitious, and you need to be, given the pace of the environment and how quickly, actually, users and companies are open to adopting new technologies.Satya Nadella: Um, how do you think about... I, I feel silly asking this of somebody running a, you know, trillion-dollar-plus company already, butAmbition & Making the Impossible PossibleSatya Nadella: how do you think about how Microsoft can be more ambitious now? It's a great question. Um, I [00:29:00] think, um- I think the, the thing in these type of transitions is to have a conceptual model of how work can change to go after outcomes that you could hardly imagine previously, right?In fact, Kevin Scott has this nice line, right, which is, um, when you can make the impossible... Like, when you're making hard things easier, that's sort of one point of leverage. But true ambition is about making the impossible possible. So now the thing that is missing a little bit in all of our organizations is what is that new conceptual model of what can we build?What was impossible and what can we build? And I'll give you one example of this, right, which is I take great inspiration from sort of the people who were managing the Azure net- network. And they came to the... This was from even last year. You know, we were scaling. You saw that I, I [00:30:00] talked about sort of how we built in the last 15 months more Azure capacity than we built in the first 15 years.I mean, it's crazy. Wild. Yeah. Right? It's pretty wild. And it's the same team. So they saw that and they said, “Bob, this just ain't gonna work if we don't reconceptualize our work.” So they built... Essentially they said, “Our job is not to do Azure networking. Our job is to build the agentic system does, that, that does Azure networking,” right?These are the folks managing the 500-plus fiber operators managing the VAN, right, all over. And fiber operations ultimately is a physical operation. Things get cut, things get, uh, you know, have to be repaired. You know, we have fancy words called DevOps and so on. Basically, emails are coming in and you gotta go respond to them, take care of it.So they built this agentic system. They even have a character for it. It's called Miles, and it sort of does all this stuff, right? They started sort of screaming for more tokens and so on. And so they were saying, “Look, uh, we don't need a headcount. We need tokens in order to be able to [00:31:00] manage, uh, our operation.”That reconceptualization- Mm-hmm ... of what their work is, right? They, they basically took their work and made it meta, right? That meta work is now their new work. Mm-hmm. Right? In the ‘80s, if somebody had come to us and said, “4 billion people are gonna get up in the morning and start typing,” my model would've been, we need 4 billion typists?But we're not doing typing, we're doing knowledge work. So that, to me, I think is it, right, which is whether it's Microsoft or whether it's any organization, is to give ourselves permission to do new types of metacognition, meta work, using these new tools to change the outputs that matter, uh, and then really make the impossible possible.Sarah Guo: So completing that dot or the, the connective tissue across those, I think, is where a lot of the enterprise value will get created.Data Center Build-Out & Community ImpactSarah Guo: Should we talk about data centers? Yeah, please ask. Oh, okay. Well, uh, uh, w- we-- this leads nicely into the data center build-up. I always think, I- I just-- I'm just impressed at the sheer scale of the [00:32:00] build-out from Microsoft, but also everyone else, that this is redefining what it means to be a hyperscaler.And I just feel like that, that, that is at unprecedented scale on finances, uh, on the way you run the company, but also the communities that are, that are impacted. Um, yeah, just talk a bit more about what you're seeing on the ground, like when you visit your- Yeah, I think there are two aspects of it.Satya Nadella: Obviously, the, the build-out is, uh, extraordinary. Um, you know, nothing like this has happened, and it's great to be, uh, one of the participants in it. Uh, but you brought up the other part, right? I think at this point it's clear that unless we as an industry, uh, are very principled about ensuring that the benefits of all the stuff we're talking about are felt in real ways, uh, at the community level, right?Because this is not just a, a campaign, um, right? It has to be real, where people are saying, “Look, this is not ch- changing the prices on energy for me.” In fact, if anything, it's bringing down prices because long term there's going to be a better [00:33:00] grid, there is going to be more energy. Water consumption is, in fact, not sort of, uh...In fact, water is being replenished, right? You gotta really, you know, educate folks on truly what's happening, the cl- uh, the closed loop systems we are building. We have to invest in the training, the jobs, the tax base. In fact, the least talked about stuff is the amount of jobs that get created during construction, after construction.What's the tax base that's there in the community? And, and all this has to be real. Um, and, and if that is the case, then we will have permission. If it is not, we won't have permission. It's as simple as that, right? Which is, uh, we, we... I think we have to take it as an industry pretty seriously. Uh, I think it's good for communities to be skeptical, ask the hard questions, for us to do the hard work, earn that.Um, but at the end of the day, if there's-- if we can really be the produ-- Wait. I've always felt like in human history, if you use a lot of energy but also create a lot of value for society- The story has been fantastic. If you don't [00:34:00] do that, it's not been that great. And this time around, I'm a firm believer that ultimately if you do have a token economy that drives productivity, that drives economic growth, that drives broad spread, um, you know, participation, better health outcomes, um, then I think we'll be in a great place.Sarah Guo: Uh, and that's at least what we all have to be focused on. Yeah. It, it makes me think actually that with all these initiatives that you're doing, might be e- easier to see ROI in the communities first before in enterprise. Yeah. I, I mean, I think both sides. Yeah. In fact, it comes back together. It has to be the people in the communities are going to be employed, are going to be participants, uh, in the real economy, right?Satya Nadella: That's I think the question is. Like, if we- if the broad economy is doing well and the communities are doing well, the dots get connected. It's sort of the market forces are such that we will connect the dots. And that I think is it. Like, you ought to be able to see the evidence. You can't be about o- any one company, uh, but it has to be broad economic growth and broad [00:35:00] ec- you know, community permission.Elad Gil: Yeah. I guess I wanna talk aboutSocietal Impact & Optimism About AIElad Gil: what you're most optimistic about currently or what have you most updated your personal models on regarding societal impact of AI? So you're saying what's the, the, the- What have you updated most on in terms of societal impact of AI? Yeah. I think the, um, the p- the most, um- Critical thing is the first question we even started with, which is we need to tell the story and make it real that everybody has a real shot to participate as a first-class participant in this new economy.Satya Nadella: Right? That's kind of, I think we- in the next 12 months, 18 months, we need a way for people to say, “Oh, wow, I get it.” Right? There's going to be tremendous capability, tremendous amount of infrastructure, but I can see what is going to happen, whether it's the benefits like health outcomes or my ability to create a startup or my ability to run my [00:36:00] local sort of, uh, store more efficiently.It's just happening, and I see that, uh, benefit myself, right? That to me, you know, earning that permission in a path-dependent way, we can't wait. See, the one thing, Eli, that I've now learned is I think the world is gonna be very skeptical of tech and tech companies that say, “Trust us, we've got it. The g- future is gonna be glorious.”Sarah Guo: Uh, you kind of have to deliver tangible benefits. Um, and quite frankly, politicians winning elections, uh, because they have advocated for that. That will be at least my adjustment because without it, um, thinking that somehow... Because it's too important this time around. It's too much of the economy for it not to be the case So one very simple framework I have for, you know, what are, what is gonna be the broad benefit of AI, um, beyond the communities just working in technology, are, are sort of wealth creation- Yepit's [00:37:00] gonna happen in a ton of different companies, startups and large companies. Then you have healthcare. Uh, you, you had amazing demos today. There are companies like Open Evidence. I think that is happening. Um,Education & Future of LearningSarah Guo: education seems like another one that's an- Yep ... obvious good where we haven't seen as much impact as I'd expect.Swyx: Do you have a hypothesis on why that might be, or if it'll come? Yeah, I mean, I think this is where, again, how we think about education, how... You know, recently I met with, uh, the founders of Alpha School and learnt a lot about what they were going and going about, and it's fascinating to listen, uh, to how to even rethink- MmSatya Nadella: uh, what does education really look like. Because I think it's actually very important. Mm. Uh, and I'm not saying anything traditionally being done is less important, right? I was even looking at the, uh... It's fascinating to see. I, I, I forget the which Stanford class it was, uh, the, the Asian guidelines for CS something.Mm. Uh, because you still need people to learn. Uh, like it was an interesting AI class that they were making sure people were learning how to apply softmax appropriately versus saying, “Hey, fix my training run.” Mm-hmm. Uh, so I think learning concepts is important. It's going to [00:38:00] be, uh, critical. But the way we create the incentives, what are the credentials, how we value those credentials, what is the employment opportunity for those credentials?So I think that there's a complete change that has to happen, uh, given the way to get to information, way to educate yourself, way to continuously keep yourself updated has changed so much. So I think interestingly enough, maybe the next big startup and success story could be someone who builds a new university, um, or a new, um, pedagogy even of how to get someone to go through a curriculum and find economic opportunity, uh, that's highly valuable.Well, that has felt, uh, perhaps impossible for a long time, but it's a great note to end on and something that might be possible. It's still possible. Yeah. Thank you, Satya. Thank you so much. Thank you. Yeah. I appreciate it. Thank you all. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.latent.space/subscribe

In this episode, Scott Becker discusses Microsoft's recent rebound, highlighting its recovery from a steep decline, strong AI and Azure performance, and the continued leadership of CEO Satya Nadella.