Podcasts about Azure

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Ned and Kyler sit down with Tikhon Jelvis to discuss Haskell and other niche programming languages. They explore how this decades-old language isn't just surviving, but thriving. They also break down how Haskell can provide distinct advantages over traditional programming, especially for complex domain modeling and concurrent applications. Episode Links: Copilot Language Haskell Project Haskell... Read more »

Ned and Kyler sit down with Tikhon Jelvis to discuss Haskell and other niche programming languages. They explore how this decades-old language isn't just surviving, but thriving. They also break down how Haskell can provide distinct advantages over traditional programming, especially for complex domain modeling and concurrent applications. Episode Links: Copilot Language Haskell Project Haskell... Read more »

The episode focuses on current security risks and limitations in industry intelligence, highlighting that CISA's Known Exploited Vulnerabilities (KEV) catalog often lags by years in tagging vulnerabilities exploited by ransomware. One cited vulnerability sat in the catalog for 1,353 days before being flagged as ransomware-exploited, illustrating a significant delay in actionable intelligence. This gap raises concerns for MSPs whose patching priorities rely on outdated catalogs, potentially leading to a misalignment between compliance activities and actual threat vectors.Supporting this, Dave Sobel underscores how evolving threat models frequently bypass traditional vulnerability management. The recent compromise of OpenClaw's skills marketplace, with a 12% malicious rate in submitted skills and basic post-facto reporting mechanisms, demonstrates that credential theft and malicious automation now present risks outside standard patch management. The core operational challenge for MSPs is not just software vulnerability but the governance of AI-enabled tools and uncontrolled marketplaces that can expose clients to breaches.Further contextualizing risk and automation, vendor launches include Lexful's AI-native documentation for MSPs and Cavelo Flash's agentless assessment tool. These offerings promise streamlined documentation and rapid risk assessment, but Dave Sobel notes their reliance on beta features, integration dependencies, and non-definitive compliance positions. Additionally, DocuSign's release of AI-generated contract summaries raises questions about liability, as inaccurate summaries can mislead signers, and responsibility defaults to the end user rather than the vendor.The primary implication for MSPs and technology leaders is the need to inventory all AI-powered tools with access to client environments, actively govern marketplace adoption, and critically evaluate automation claims. Compliance-focused patching is no longer sufficient; operational oversight must prioritize credential management and identity governance over checklist-based approaches. Caution is advised before rapid migration to beta solutions or locking into long-term contracts, as both reduce flexibility and increase exposure to emerging, non-traditional attack surfaces.Three things to know today00:00 CISA's Ransomware Tags Arrive Years Late While AI Tools Steal Credentials Now05:53 IT Glue Founder Launches AI Documentation Platform Lexful for MSPs at Right of Boom09:52 Cavelo and DocuSign Launch AI Tools That Automate Assessments and Contract ReviewsThis is the Business of Tech.   Supported by: Small Biz Thoughts Community

Get featured on the show by leaving us a Voice Mail: https://bit.ly/MIPVM  In this episode, Edine Olijve-Watkinson explores practical ways Microsoft 365 Copilot, Loop, Planner and emerging AI agents improve daily productivity, collaboration and decision making. It highlights real use cases, evolving tools and the shift toward AI supported workflows across organisations. 

We take a listener question about digital sovereignty, tariffs and UK/EU independence from large US cloud providers, also Brian reaches out to the Melbourne, AUS listeners. SHOW: 998SHOW TRANSCRIPT: The Cloudcast #998 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTESAWS European Sovereign Cloud Azure European Sovereign ServicesGoogle Cloud Sovereign CloudRed Hat Digital SovereigntyBroadcom Digital SovereigntyOracle Digital SovereigntyDigital Sovereignty in Europe, What's the Plan B? (IDC)Digital Commons EDIC Established (2025)EU AI Act“Sovereign Clouds and the Digital Sovereignty Imperative: Europe's Quest for Digital Independence” (IDC #EUR149098122, December 2022)The Evolution of Digital Sovereignty: Moving Beyond Data and Cloud” (Rahiel Nasir, IDC, January 13, 2023)THE FUNDAMENTALS OF DIGITAL SOVEREIGNTY What is the definition of Digital Sovereignty? What about Digital Assurance? Sovereignty from who or what? What laws are you attempting to comply with? How are they audited or measured? Data Sovereignty - Maintaining control over how data is collected, classified, processed and stored to ensure that data regulations are metTechnical Sovereignty - Running workloads without dependence on a provider's infrastructure or software, and protected from all extra-territorial interference and scrutiny.Operational Sovereignty - Visibility and control over provider operations from provisioning and performance management, to monitoring of physical and digital access, to the infrastructure.Assurance Sovereignty -Ability to independently verify and assure the integrity, security, and reliability of digital systems and processes including resilience of critical services.FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

What's coming for Aspire in 2026? Carl and Richard talk to Maddy Montaquila about her work as the product manager for Aspire, the tool that helps you build cloud-native, distributed applications in any language and on any platform. Maddy talks about moving beyond .NET, recognizing that modern applications are written in a number of languages, and the team has focused on ensuring excellent support for Python and JavaScript, as well as the .NET languages. The same is true for the cloud - Azure, AWS, GCP - Aspire works great with them all. And then there's the role of AI, both in building apps with Aspire and building AI into applications. Aspirify today!

It was a busy day with a lot of moving pieces and volatility. Tech was under pressure on underwhelming Azure growth from Microsoft and the AI competition narrative was overhang on software. There was a reversal in precious metals following another meaningful run-up earlier in the session with talks of an unwind of very crowded longs.

"VIX up, equities up" is something to keep on the radar today, says Kevin Green. He dives into the premarket trading activity to highlight several indicators on his watch list. Meanwhile, he dives into the earnings reports for a pair of Mag 7 names going in different directions to start the day. To the upside, Meta Platforms (META) after its massive capex spending guidance. And, to the downside, Microsoft (MSFT) which KG believes could be getting hit thanks in part to mostly in-line Azure cloud growth. For today's trading range on the S&P 500 (SPX) he's watching 7030 acting as upside resistance, with 6940 a level to watch to the downside.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Chris McHenry, Chief Product Officer at Aviatrix, joined Doug Green, Publisher of Technology Reseller News, to discuss the launch of Aviatrix 8.2 and how the company is redefining zero trust security for modern cloud-native environments. McHenry explained that as critical business data and AI workloads increasingly reside in public clouds such as AWS, Azure, and Google Cloud, traditional perimeter-based security models are no longer sufficient. Aviatrix has spent the last decade building its Cloud Native Security Fabric, a platform designed specifically for cloud operational models rather than retrofitted on-premises approaches. With release 8.2, Aviatrix significantly expands its “zero trust for workloads” capabilities, focusing on Kubernetes, serverless environments, and AI-driven applications. A central theme of the conversation was the evolution of zero trust from a networking concept into a workload-centric security strategy. McHenry noted that recent supply-chain attacks have shown how quickly cloud-native environments can be compromised if basic network controls are missing. Aviatrix 8.2 introduces deeper Kubernetes awareness, policy-as-code integration, and initial native support for securing AWS Lambda, allowing organizations to apply micro-segmentation and least-privilege access directly to modern workloads. McHenry emphasized that cloud security must also evolve operationally. Security teams can no longer rely on slow, ticket-based firewall processes while developers deploy infrastructure at machine speed. Aviatrix 8.2 supports a DevSecOps-friendly model that enables developers to manage zero trust policies within guardrails defined by security teams. As McHenry put it, “If your workloads get more modern but your controls don't, security gets worse without you touching anything.” The discussion concluded with guidance for CIOs and CISOs preparing for the next wave of cloud and AI-driven threats: assess whether existing network security tools truly understand cloud-native workloads, modernize security operations alongside development practices, and prioritize platforms that unify cloud, network, and security teams. More information on Aviatrix 8.2 and the Cloud Native Security Fabric is available at https://aviatrix.ai/.

Silver and Gold – Still Going. Big week for earnings. Fed decision on Wednesday. Nat Gas price exploding higher. US Dollar drops hard over past few days. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - What we learned from Davos - President Miyagi - tariffs on, tariffs off - January: stocks are trying to finish with gains - Small-caps flying - S&P  500: All-time highs going into earnings Markets - Silver and Gold - Still Going - Big week for earnings - Fed decision on Wednesday - Nat Gas price exploding - US Dollar drops hard over past few days Can't Keep Track Anymore -Trump has announced he is raising tariffs on South Korean imports to 25% after accusing Seoul of "not living up" to a trade deal reached last year. - In a post on social media, Trump said he would increase levies on South Korea from 15% across a range of products including automobiles, lumber, pharmaceuticals and "all other Reciprocal TARIFFS". - South Korea is planning on voting on the "agreement" with the US in February - KOSPI hits all-time high after being down 1% on the news - S. Korea President re-affirms their commitments Davos - 2026 - What we learned - Not much - Same bifurcated view of the world - Trump backed off the Greenland threats - Framework of a "deal" / "plan" - So, no tariffs - (Going to get a boy who cried wolf ....) Gold and Silver - Off to the races - Silver was up again in a big way Monday. Fell back down to earth (up 5% from up 15% earlier in the day - Hovering around $110 - that is impressive - parabolic move - GOLD! - Proving itself as a USD hedge and safety trade (Bitcoin in the dust) - Gold above $5,000 per ounce - - Plenty of reports that central banks are buying up| - USD weakness Economy - Still Strong - The US economy expanded in the third quarter by slightly more than initially reported, supported by stronger exports and a smaller drag from inventories. - Inflation-adjusted gross domestic product increased at a revised 4.4% annualized rate, the fastest in two years, according to Bureau of Economic Analysis data. - Consumer spending advanced at a 3.5% annualized pace last quarter, reflecting the fastest pace of outlays for services in three years, while spending on goods also accelerated from the previous quarter. Amazon - Trimming.... 30,000 jobs is plan - First half of that was in October and now trhery are laying off the remainder - CEO Jassey says that it is not financial of AI issues ---- Again - why so important to state that and make that a focal point? - Layoffs amount to 10% of the corporate workforce - Company still has 1.5 million employees Comeback? - Spirit Airlines is in talks with investment firm Castlelake for a potential takeover of the discount airline, CNBC has learned. - Remember, all started when Jetblue deal was blocked - Frontier tried - Spirit tried a few times to get head above water - nothing worked Booz Cancelled - Treasury Secretary Scott Bessent canceled department contracts with the consulting firm Booz Allen Hamilton, whose employee leaked President Donald Trump's tax records to The New York Times. - The department noted that between 2018 and 2020, Booz Allen employee Charles Edward Littlejohn “stole and leaked the confidential tax returns and return information of hundreds of thousands of taxpayers.” - Booz Allen Hamilton's stock price dropped by more than 10% on the heels of the Treasury Department's announcement. - Why does Booz have tax records in the first place? - Stock down 50% since end of 2024 Private Credit - BlackRock TCP Capital shares lower by 13% after it disclosed Friday night that net asset value declined approximately 19.0%; other private credit stocks falling in sympathy - The Company's net asset value per share as of December 31, 2025 to be between approximately $7.05 and $7.09, an anticipated decline of approximately 19.0% during the quarter ended December 31, 2025, compared to a net asset value per share of $8.71 as of September 30, 2025. - This decline is primarily driven by issuer-specific developments during the quarter. - The Company's net investment income per share to be between approximately $0.24 and $0.26 for the three months ended December 31, 2025. - Decliners: TCPC -13.40% OWL -3.07% ARES -3.30% KKR -2.08% BAM -0.41% CG -0.33% Zoom Communications - Valuation of Anthropic stake - The news is driving shares higher as analysts suggest ZM's $51 mln stake could now be worth between $2-$4 bln based on Anthropic's rumored $350 bln valuation, effectively acting as a "hidden gem" on its balance sheet. - From a fundamental perspective, the company's performance has also significantly improved, evidenced by its Q3 beat-and-raise report in late November where revenue rose 4.4% yr/yr to $1.23 bln. - This stronger financial performance is being driven by robust growth in the Enterprise segment, the rapid adoption of AI Companion features, and the scaling of adjacent growth businesses like Zoom Contact Center and Workvivo. - Consequently, the combination of high-margin operational rigor -- highlighted by a 41.2% non-GAAP operating margin -- and the massive unrealized gains from its AI investments has shifted investor sentiment firmly back toward growth. UNH and Health Stocks - DOWN 20% today - The administration's proposal (via the Centers for Medicare & Medicaid Services, or CMS) for Medicare Advantage reimbursement rates to rise by only 0.09% in 2027. This was far below Wall Street expectations of 4-6% (or higher), following a more generous ~5% increase for 2026. - The near-flat rate aims to improve payment accuracy, curb overbilling practices, and protect taxpayers, according to CMS statements, but it sparked widespread concerns about squeezed insurer margins, potential benefit cuts for seniors, reduced plan offerings, or market exits. - UnitedHealth has significant exposure to Medicare Advantage (roughly 30% of national enrollment), making it particularly vulnerable. The proposal, announced late Monday (January 26), led to a broader sell-off in health insurers: - - Humana (HUM) plunged over 20-21%. - - CVS Health (CVS) and Elevance Health (ELV) each dropped around 13-14%. Tech Earnings Microsoft (MSFT) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations:  Earnings per share (EPS): about $3.86 and Revenue: about $80 billion - Growth: high teens year over year revenue growth - Investors are focused on Azure and broader cloud growth, particularly how much of that growth is coming from AI related demand. Microsoft has built a reputation for consistent execution, which also means expectations are high. The critical issues will be cloud growth sustainability, margin stability, and how aggressively management plans to keep spending on AI infrastructure. Meta Platforms (META) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations:  EPS: about $8.15–$8.20 and Revenue: about $58–$59 billion - Growth: roughly 20–21% year over year revenue growth - Advertising remains the core driver, with AI driven ad targeting continuing to improve returns for advertisers. While topline growth expectations remain strong, investors are closely watching expense growth. The biggest question is whether rising AI and infrastructure spending can be managed without eroding margins or spooking investors, as Meta works through the next phase of its AI strategy. Tesla (TSLA) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations:  EPS (non GAAP): about $0.40–$0.45 and Revenue: about $24.5–$25 billion - Trend: earnings expected to be sharply lower than a year ago - Tesla enters earnings with the weakest expectations among the major tech names this week. Vehicle deliveries declined year over year, and automotive margins remain under pressure. While the energy and services segments continue to grow, they are not yet large enough to offset slowing EV demand. - Investors will be far more focused on forward guidance than on the quarter itself—particularly updates on Full Self Driving, robotaxis, and the broader AI roadmap. Apple (AAPL) Reports: Thursday, January 29 (After Market Close) Wall Street Expectations -  EPS: about $2.65–$2.67 and Revenue: about $138 billion Growth: approximately 11–12% year over year revenue growth - This is Apple's most important quarter of the year. Expectations call for record revenue driven by the iPhone 17 cycle and continued Services growth. The focus will be on margins, China demand, and forward guidance—particularly how higher costs (memory prices and tariffs) may impact profitability. Apple typically beats expectations, but the stock reaction will hinge on what management says about growth beyond this quarter. Company Ticker Report Date Est. EPS Key Focus Area Microsoft MSFT Wed, Jan 28 (AMC) $3.92 Azure AI revenue growth & CapEx spending Meta Platforms META Wed, Jan 28 (AMC) $8.17 Ad monetization of AI & 2026 CapEx guidance Tesla TSLA Wed, Jan 28 (AMC) $0.45 Full Self-Driving (FSD) & Robotaxi updates Apple AAPL Thu, Jan 29 (AMC) Varies iPhone 17 demand & Apple Intelligence rollout ServiceNow NOW Wed, Jan 28 (AMC) $0.88 Enterprise AI software adoption rates IBM IBM Wed, Jan 28 (AMC) $4.28 Hybrid cloud and watsonx performance *AMC = After Market Close; EPS = Earnings Per Share (Consensus Estimates) Boeing - The company's airplane deliveries last year were the highest since 2018, helping drive revenue. Boeing brought in $23.9 billion in the last three months of 2025, a 57% increase over the same period in 2024 and topping analysts' expectations. Cash flow of $400 million was roughly double what Wall Street was expecting. - Boeing brought in $23.9 billion in the last three months of 2025, a 57% increase over the same period in 2024. The airplane manufacturer delivered 600 airplanes last year, up from 348 a year earlier. Another MoonShot - U.S. natural gas prices surged over 17% on Monday morning, climbing above $6 for the first time since late 2022. - It comes as Winter Storm Fern leaves hundreds of thousands without power and forces mass flight cancellations. - The National Weather Service has forecast wind chills as low as -50 degrees Fahrenheit (-45.56 degrees Celsius) across the eastern two-thirds of the U.S. this week. -Up 68% YTD - Nat gas is used in a whole lot of things - electrical grid 43% is fueled by Nat Gas Government - Not Again! - Seems like Dems are threatening a shutdown again - A partial U.S. government shutdown is set to begin on Friday, January 30, 2026. - The Senate is expected to vote on a funding package to avert this shutdown, with delays from a winter storm pushing initial votes to at least January 27, 2026 - The issue is being exacerbated with the ICE / Minnesota issues This is precious - Ex-finance minister Noda currently co-heads largest opposition party - He says that Japan unlikely to get international consent for intervention - Yen, bond selloff requires Japan to be in crisis mode, he says - Government must vow to restore fiscal discipline to end yen fall, Noda says - Japan must create environment allowing for steady BOJ rate hikes, he says - THIS shows us all that the whole thing with these guys/gals is all political. - NEVER EVER if he was in the role would he say anything like this.       Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

In this episode, we sit down with Adam Zimman, author and VC advisor, to explore the world of progressive delivery and why shipping software is only the beginning. Adam shares his fascinating journey through tech—from his early days as a fire juggler to leadership roles at EMC, VMware, GitHub, and LaunchDarkly – and how those... Read more »

Daniel Rubino with Windows Central offers his perspective on the first half of Mag 7 companies reporting earnings this week. For Microsoft (MSFT), he believes the enterprise tech firm remains in a "great position" due to its Azure cloud platform and multi-modal AI approach. As for Apple (AAPL), Daniel sees why the company took a step back from AI but remains on the sidelines when it comes to determining if it will pay off. He later explains why Meta Platforms (META) isn't in as strong of a positioning as the most bullish analysts believe. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Ahead of Microsoft's (MSFT) earnings after Wednesday's close, Marley Kayden takes investors through the most important metrics to watch in the report. Among them: Azure cloud, which analysts label as a key growth factor. Also mind CapEx spending and margins, both of which can play a factor in Microsoft's growth picture. Charles Moon with Prosper Trading Academy offers an example options trade for the Mag 7 stock.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Con el comienzo del nuevo año es importante repasar lo aprendido en 2025 para adelantarnos a las amenazas que se nos vienen en 2026 y justo eso es lo que vamos a hacer en este nuevo episodio de Tierra de Hackers, ⭐️ SPONSORS ⭐️ ️‍♂️ Flare Flare es una plataforma de inteligencia de amenazas y monitoreo de la Dark Web que te ayuda a estar un paso por delante de los ciber-delincuentes. Puedes solicitar una prueba gratuita como oyente de Tierra de Hackers aquí:  https://try.flare.io/martin-vigo/ ️ Prowler Audita y mejora tu seguridad en AWS, Azure, GCP, Kubernetes y M365 con visibilidad centralizada. Solicita una prueba gratuita en el siguiente link:  https://prowler.com/?utm_source=tierra_de_hackers REDES SOCIALES - Twitter: https://twitter.com/tierradehackers - Instagram: https://instagram.com/tierradehackers - TikTok: https://tiktok.com/@tierradehackers - LinkedIn: https://linkedin.com/company/tierradehackers - Facebook: https://facebook.com/tierradehackers Únete al canal oficial de Discord para conectar con la comunidad de Tierra de Hackers: https://tierradehackers.com/discord Apóyanos en Patreon y obtén beneficios exclusivos y merchandising: https://patreon.com/tierradehackers CAPÍTULOS 03:07 Tendencias en Ciberseguridad para 2023 12:02 El Impacto del Phishing 20:09 La Identidad como Nuevo Perímetro 29:20 Intrusiones sin Malware 31:35 Hackeando servicios expuestos 33:52 Los cambios a la hora de atacar empresas 36:43 La evolución de Ransomware 39:21 Convergencia de las técnicas usadas entre grupos APT y cibercriminales 44:58 El aumento de la velocidad 49:35 Vulnerabilidades en infraestructura crítica 52:33 Ciber-operaciones y geopolítica 57:12 Amenazas en las nuevas tecnologías 01:00:38 Mis predicciones personales Notas, links y referencias del episodio: https://www.tierradehackers.com/episodio-141

Ce lundi 26 janvier, Frédéric Simottel a reçu Thomas Serval, PDG de Baracoda, Claudia Cohen, journaliste chez Bloomberg, Damien Douani, responsable de l'innovation de l'école Narratiiv et fondateur de Topos, Léa Benaim, journaliste BFM Business, Jean-Valéry Desens, cofondateur de Lyleoo, Sylvain Trinel, journaliste Tech&Co, et Xavier Perret, directeur de l'entité Azure chez Microsoft, dans l'émission Tech & Co, la quotidienne sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez-la en podcast.

Xavier Perret, directeur de l'entité Azure chez Microsoft, était l'invité de François Sorel dans Tech & Co, la quotidienne, ce lundi 26 janvier. Il s'est penché sur les tendances 2026 dans les films, notamment l'IA, la robotique et la cybersécurité, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ In this episode, we dive deep into Microsoft’s new “Frontier Firm” concept—a strategic framework designed to help organizations become AI-first. We explore the four key pillars of the success framework: enriching employee experiences, reinventing customer engagement, reshaping business processes, and bending the innovation curve. The discussion also covers critical updates from Microsoft Ignite, including the introduction of “IQs” (Work, Fabric, and Foundry) and the new Agent 365 for observability. Finally, we outline the massive opportunities for Azure partners, from core migration to building unified data platforms and deploying AI agents. Key Takeaways A Frontier Firm is an AI-first organization built on a four-pillar success framework. The four pillars are enriching employee experience, customer engagement, business process, and innovation. New “IQs” (Work, Fabric, Foundry) provide the intelligence layer for AI agents to operate effectively. Agent 365 was announced to provide security, identity, and observability for AI agents. Change management is just as critical as technology implementation for AI adoption. Azure partners have three main opportunities: migration, unified data platforms, and building AI apps. 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: Frontier Firm framework, Microsoft AI strategy, Azure partner ecosystem, AI-first organization, enriching employee experiences, reinventing customer engagement, bending the innovation curve, Work IQ, Fabric IQ, Foundry IQ, Agent 365, AI observability, AI agents, Azure migration, unified data platform, Microsoft Ignite announcements, AI change management, Ultimate Partner winter retreat, Boca studio, ISV success, Azure incentives, tech leadership. https://youtu.be/ZbS61Kr6gGw?si=_ET6-Z5i2JYvFj1c Transcript: [00:00:00] Cyril Belikoff: AI is changing our daily operations. And how can, uh, on a day-to-day, uh, basis can those people get their heads around what AI is and then help them, um, you know, leverage ai more [00:00:16] Vince Menzione: talking about leadership, Microsoft’s leadership around frontier firms. How should partners think about frontier firms? [00:00:23] Cyril Belikoff: Yeah, it’s a great question. [00:00:25] Cyril Belikoff: Uh, in the last, you know, six months or so, we introduced, uh, this concept of a frontier firm, which is really around an organization that is AI first. Yeah. Uh, now of course that’s not new. Um, but really we wanted to try and leverage all the experiences that we’ve had with many, many customers and partners and put it into some sort of. [00:00:47] Cyril Belikoff: Success framework and provide sort of, uh, uh, ingredients, if you will, on how to best get there. And so we came up with the success framework for Becoming Frontier, uh, in, in four areas. One is about, uh, enriching employee experiences, reinventing customer engagement, reshaping business process, and bending the innovation curve. [00:01:07] Cyril Belikoff: And if you look at any of the innovation that’s happened around AI and, and, and becoming AI first, um. All of the projects that we’ve done, the thousands, the tens of thousands of projects on a LA we’ve done have fallen into one of those four categories. So we really, we, we spoke about the success framework and how we can help customers, you know, become frontier. [00:01:28] Vince Menzione: Take us through it one more time. Maybe just a, a, a few, a little comment on each one of those four, because I think, yeah. Every single one of ’em standing on their own is so important for organizations. [00:01:36] Cyril Belikoff: Yeah. That if you really think about it, it’s about how are we driving business outcomes. So the first one is en enriching employee experiences. [00:01:44] Cyril Belikoff: Nice. So each of us is an employee of some organization. And how is that organization enriching that experience, leveraging AI so that individuals can do great work, uh, whether they’re a developer. Or a marketer like myself or a salesperson or someone in HR or finance, AI is changing our daily operations. [00:02:06] Cyril Belikoff: And how can, uh, on a day-to-day, uh, basis can those people get their heads around what AI is and then help them, um, you know, leverage AI more? Then there’s reinventing customer engagement that’s really about. Our, our customer’s customer. And so how do we rethink that, uh, help them rethink those engagements with ai. [00:02:28] Cyril Belikoff: The third is reshaping business process. Of course, uh, we know about the opportunity with AI and agents and how we can streamline process, you know, remove hurdle, move, remove friction, make it faster and easier. Then the final is about bending the innovation curve, and that’s really about the new wave of, of experiences and applications and maybe even business models that might come up for our customers and how we help them with ai. [00:02:54] Cyril Belikoff: So, uh, like I mentioned, this concept of becoming frontier is relatively new, but we have the success framework on those four areas and, and deep experience in those four areas where we’ve helped, you know, thousands and thousands of customers over the last three or four years. [00:03:09] Vince Menzione: So you lead the Azure partner business. [00:03:11] Vince Menzione: How do you think about product strategy and can you share more about Azure partner opportunities specifically? [00:03:21] Cyril Belikoff: Yeah. Um, I’ll take a little, a, a minor step back and talk just more broad, more broadly about, uh, Microsoft and then I’ll drill into Azure. It’s a great question. I love Azure. As you know, I’m Yes. [00:03:32] Cyril Belikoff: Um, part of the Azure team, um, but I, I mentioned becoming Frontier and at. At, um, at Ignite, we announced some company-wide announcements around products that we have available to help fulfill on those promises of becoming Frontier. Um, we announced three, what we call IQs, a work iq, a Fabric IQ, and a Foundry iq. [00:03:54] Cyril Belikoff: Those are really the intelligence within the organization that your AI and agents can leverage as a platform to get smarter. So Work IQ is essentially the knowledge about your employees and how your employees work. Um, of course, that’s, uh, confidential and proprietary to you, so no one else gets to see it. [00:04:12] Cyril Belikoff: Yeah. But we provide you with the ability to leverage that information so that employees can, you know, work better. Then Fabric iq, that’s the how your business operates. Uh, so your business processes and then Foundry iq, that’s the sort of business knowledge, how, you know, different types of knowledge, whether it’s a database or a web storage or. [00:04:31] Cyril Belikoff: Document storage and how you can curate that so that you can have AI and agents sort of get smarter in the organization. Nice. And then of course, observability. You want to be able to observe all of this as an organization. AI can do interesting things and so you want to, you know, govern and observe. And so we announce this thing called Agent 365. [00:04:49] Cyril Belikoff: They’ve got a lot of news, which, um, just think about that as a, um. Like Microsoft 365 provides security and identity for a human agent. 365 does that for agents. So of course you want to make sure that agents, uh, have access to some things, not everything. They have an identity so you can track them and what they’ve, and what they’ve done on your behalf. [00:05:12] Cyril Belikoff: Um, and, uh, there’s observability in terms of, you know, how they operate. So we made a ton of product announcements to serve how we are helping customers becoming frontier. So lots of great new and, and lots of opportunity. ’cause as you, as you know, um, in ai it’s not only about the technology implementation or project identification, there’s a lot of change management there, um, in, in, in the technical systems, but in humans like. [00:05:40] Cyril Belikoff: We all workers today, and we, we operate our daily work in a certain way. In order to operate differently with ai, we have to train ourselves and there’s a bunch of change management opportunity for partners in addition to the technology adopt, uh, adoption implementation opportunity. So that’s sort of at the all up Microsoft level for Azure. [00:06:01] Cyril Belikoff: Obviously Azure’s, you know, fabric and foundry I mentioned earlier, that’s part of Azure and so yeah. Azure is the AI foundation, but we have other areas that customers are looking to us for. First is, you know, core migration and modernization. There are many customers that have plenty on premises estate and in order to Yeah. [00:06:19] Cyril Belikoff: Put AI around their data, it needs to be in the cloud. Exactly. Um, and so we’re still working with customers to migrate and modernize their infrastructure and then build a unified data platform. Uh, sort of the next area. Once they get the, their data in the cloud, they wanna stitch it together, whether it’s structured data or unstructured data into one sort of experience. [00:06:41] Cyril Belikoff: And then finally, obviously you wanna build AI apps and agents on top of all of that. So those are three major areas and tons of opportunities for partners, you know, in those areas. Uh, through things like our incentive programs, uh, Azure accelerates our, our, um, program for software companies or ISVs IV success, all layering out incentives, programs, and assistance to help customers in those three or four areas. [00:07:06] Vince Menzione: The Ultimate Partner Winter Retreat is gonna be here in the Boca Studio. This is the third year that we’re gonna be here in Boca. This is always a favorite of our community members, our executive members. Our sponsors and speakers, we’ll all be here in the studio, which is a really intimate setting. We can see it upwards of 40, 50 people. [00:07:29] Vince Menzione: Uh, we’ll be hosting an incredible dinner at the Boca Resort overlooking the golf course. That’s an incredible property. And, uh, we’d love to have you join us. Thank you for being part of the ultimate Partner community, and I hope to see you this year at one of our events. Thank you.

Join us as Sam demonstrates how to teach AI to write Terraform configurations using Model Context Protocol (MCP) servers. Sam introduces the Terraform MCP server and walks through practical demos showing how AI can understand and safely interact with your infrastructure. You'll see live examples of AI planning, generating, and evolving Terraform configurations� from creating landing zones to setting up workspace variables automatically. Whether you're managing complex multi-cloud environments or just getting started with infrastructure as code, this episode demonstrates how MCP servers bridge the gap between AI capabilities and real-world Terraform workflows. Learn how to get started, which Claude models work best for different tasks, and best practices for integrating AI into your IaC pipelines. Timestamps 0:00 Welcome & Introduction 4:37 Sam McGeown's Background 6:02 Introduction to Terraform MCP Server 12:35 What is Model Context Protocol? 18:22 Setting Up the Terraform MCP Server 24:16 Demo: Claude Desktop Integration 30:41 Creating Infrastructure with AI Prompts 36:52 Reading & Analyzing Existing Terraform Code 42:18 Generating Landing Zone Configurations 47:35 Working with Terraform Workspaces 50:37 Creating Variables Automatically 52:14 Model Selection: Sonnet vs Opus 55:11 Live Demo: Workspace Variable Creation 58:33 Getting Started & Resources How to find Sam: https://www.linkedin.com/in/sammcgeown/ Links from the show: https://developer.hashicorp.com/terraform/mcp-server

Join us as Gautam breaks down the evolution of tool use in generative AI and dives deep into MCP. Gautam walks through the progression from simple prompt engineering to function calling, structured outputs, and now MCP—explaining why MCP matters and how it's changing the way AI systems interact with external tools and data. You'll learn about the differences between MCP and traditional API integrations, how to build your first MCP server, best practices for implementation, and where the ecosystem is heading. Whether you're building AI-powered applications, integrating AI into your infrastructure workflows, or just trying to keep up with the latest developments, this episode provides the practical knowledge you need. Gautam also shares real-world examples and discusses the competitive landscape between various AI workflow approaches. Subscribe to vBrownBag for weekly tech education covering AI, cloud, DevOps, and more! ⸻ Timestamps 0:00 Introduction & Welcome 7:28 Gautam's Background & Journey to AI Product Management 12:45 The Evolution of Tool Use in AI 18:32 What is Model Context Protocol (MCP)? 24:16 MCP vs Traditional API Integrations 30:41 Building Your First MCP Server 36:52 MCP Server Discovery & Architecture 42:18 Real-World Use Cases & Examples 47:35 Best Practices & Implementation Tips 51:12 The Competitive Landscape: Skills, Extensions, & More 52:14 Q&A: AI Agents & Infrastructure Predictions 55:09 Closing & Giveaway How to find Gautam: https://gautambaghel.com/ https://www.linkedin.com/in/gautambaghel/ Links from the show: https://www.hashicorp.com/en/blog/build-secure-ai-driven-workflows-with-new-terraform-and-vault-mcp-servers Presentation from HashiConf: https://youtu.be/eamE18_WrW0?si=9AJ9HUBOy7-HlQOK Kiro Powers: https://www.hashicorp.com/en/blog/hashicorp-is-a-kiro-powers-launch-partner Slides: https://docs.google.com/presentation/d/11dZZUO2w7ObjwYtf1At4WnL-ZPW1QyaWnNjzSQKQEe0/edit?usp=sharing

LikeFolio's Andy Swan considers Microsoft (MSFT) one of the best-executing companies on Wall Street. While the Mag 7 giant's Azure cloud saw anemic growth compared to Alphabet's (GOOGL) Google Cloud, Andy likes Microsoft's recent stock dip and believes the company is poised for a strong 2026. Why? Microsoft's enterprise reach is undeniably strong, according to Andy. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

I talk with David Flanagan, aka Rawkode, about his new opinionated Tech Matrix that helps you navigate the overwhelming CNCF landscape. https://rawkode.academy/technology/matrix

2:37:07 – Frank in New Jersey, plus the Other Side. Topics include: Found my modular copper Knucklebone, EDC fidgety things, Rivendell Mountain Works, TSPTR, Grateful Dredd, Judge Dredd pinball, Tangle Think, The Overnightscape #752 (11/3/08), 2008 election, wintry weather, new poker chips, the West Virginia shampoo, Azure voices, new pillow, new belt, Laff-A-Lympics magnet, Judge Dredd synchronicity, […]

Nick shares 20 of his most anticipated board games of 2026!Check out the Kickstarter for Gold Country and Totally Human here.Preorder Moytura and Azure here.

2:37:07 – Frank in New Jersey, plus the Other Side. Topics include: Found my modular copper Knucklebone, EDC fidgety things, Rivendell Mountain Works, TSPTR, Grateful Dredd, Judge Dredd pinball, Tangle Think, The Overnightscape #752 (11/3/08), 2008 election, wintry weather, new poker chips, the West Virginia shampoo, Azure voices, new pillow, new belt, Laff-A-Lympics magnet, Judge Dredd synchronicity, […]

Ned and Kyler sit down with industry analyst Jon Collins for a fun and free-ranging discussion that covers everything from the changing landscape of software engineering to the importance of good architecture (physical and digital). They tackle the pros and cons of “Vibe Coding” as well as the “Augmentation Gap”, the idea that AI tools... Read more »

Ned and Kyler sit down with industry analyst Jon Collins for a fun and free-ranging discussion that covers everything from the changing landscape of software engineering to the importance of good architecture (physical and digital). They tackle the pros and cons of “Vibe Coding” as well as the “Augmentation Gap”, the idea that AI tools... Read more »

Microsoft va a introducir anuncios en Cloud Gaming incluso para juegos que ya compraste. E una clara optimización de Azure, pero también consolida un sistema de castas donde tu experiencia jugando depende de cuánto pagues. El gaming se fragmenta en niveles incompatibles. Comprar ya no significa poseer.Loop Infinito, podcast de Xataka, de lunes a viernes a las 7.00 h (hora española peninsular). Presentado por Javier Lacort. Editado por Alberto de la Torre.Contacto:

Ned and Kyler sit down with industry analyst Jon Collins for a fun and free-ranging discussion that covers everything from the changing landscape of software engineering to the importance of good architecture (physical and digital). They tackle the pros and cons of “Vibe Coding” as well as the “Augmentation Gap”, the idea that AI tools... Read more »

Welcome to episode 339 of The Cloud Pod, where the forecast is always cloudy! Justin and Matt are in the studio today to bring you all the latest in cloud and AI announcements, including more personnel shifts (and it doesn't seem like it was very friendly), a new way to get much needed copper, and Azure marketplace advertising 4,000 different models. What's the real story? Let's get into it and find out!  Titles we almost went with this week US-EAST-1: Still the Least Reliable Friend You Keep Inviting to Parties **OpenAI 0⃣ From Zero to Inference: BigQuery Makes Open Models a Two-SQL Problem AWS Goes Full Brandenburg Gate: Sovereign Cloud Opens for Business Seven Ate Nine: AWS Skips G7 and Goes Straight to G7e Instances From Crawling to Calling: Cloudflare Buys Human Native to Fix AI’s Data Problem Finally, an AI That Actually Listens to Your War Room Panic Tag, You’re Governed: AWS Automation Takes the Wheel Cloudflare Reaches for the Stars: Astro Framework Acquisition Lands Gemini Gets Personal: Google AI Finally Reads Your Email (With Permission) AWS Strikes Ore: Amazon Cuts Out the Middleman in Copper Supply Chain When Your Region Goes Down More Often Than Your Kubernetes Cluster ChatGPT Go: OpenAI’s New Middle Child Gets $8 Allowance Cloudflare’s Space-Age Acquisition: Astro Gets Jetsons-Level Upgrade Rosie the Robot Fired: Cloudflare Brings Astro Framework Into the Family It took 5 years, and now we have ads in our AI.  AI now with Ads EU says hands off my data General News  00:50 Heather's data is not unreliable  Maybe it's unreliable. I blame Matt for having screwed up his outtro (as he did today), in which case I no longer recognize his participation.  01:11 Astro is joining Cloudflare Cloudflare acquires The Astro Technology Company, bringing the popular open-source web framework in-house while maintaining its MIT license and multi-cloud deployment capabilities.  Major platforms like Webflow Cloud, Wix Vibe, and Stainless already use Astro on Cloudflare infrastructure to power customer websites. Astro 6 introduces a redesigned development server built on Vite Environments API that runs code locally using the same runtime as production deployment. When using the Cloudflare Vite plugin, developers can test against workerd runtime with access to Durable Objects, D1, KV, and other Cloudflare services during local development. The framework focuses on content-driven websites through its Islands Architecture, which renders most pages as static HTML while allowing

Get featured on the show by leaving us a Voice Mail: https://bit.ly/MIPVM  Discover practical strategies with Dan Barber for overcoming imposter syndrome, building resilient tech teams, and leveraging AI as an ally. Learn how consulting skills, clear goals, and supportive cultures drive success in technology and AI-driven environments.

15 years ago, when we started The Cloudcast the definition of cloud was pretty clear cut. But now in 2026, the rules are all different and a new era of Cloud is upon us. Let's explore what the next generation might provide. SHOW: 994SHOW TRANSCRIPT: The Cloudcast #994 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTESAWS in 2026: The year of proving they still know how to operate (This Week in AWS)WHAT IS AND ISN'T CLOUD IN 2026?Cloud isn't a single companyCloud isn't just public cloudA CIA cloud isn't a Gov cloud isn't your Enterprise CloudMulti-cloud is a real thing that needs technologyGoogle, the people that invented “cloud” are a real company in cloudDefining cloud by purity, or IaaS/PaaS/SaaS terms doesn't really matterDoes data locality matter more in an AI-Cloud era?Do we begin to see price wars over the core Cloud 1.0 primitives?Are we in the 9th inning of Cloud, and the 1st inning of what's next? AI has replaced SaaS in immediacy, so does that have impact on Cloud services? Does the lack of application portfolio finally come back to bite AWS? Can niche cloud services emerge (e.g. is Vercel another Digital Ocean, or something unique?)FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Episode 511 / Kwamé Azure GomezKwame Azure Gomez is an artist born in Akron, Ohio who lives and works in New Haven, CT. Kwame has exhibited throughout the US and Europe in venues such as James Cohan Gallery, New Image Art Gallery, SoLA Contemporary, Stony Island Arts Bank, Anthony Gallery, Dada Gallery and others. Kwame recently completed the NXTHVN artist residency in New Haven and received her BFA from the University of Akron and her MFA from the Art Institute of Chicago. In 2022 Kwame received the Emerging Artist Grant from New American Paintings. Kwame will be in a group show opening on the 15th called Between Matter & Illumination at Marianne Boesky where she will have her first NYC solo show coming up as well. 

Why are code signing certificates suddenly so expensive, short-lived, and tangled in red tape? Leo Laporte and Steve Gibson dig into Microsoft's "three-day certificates," the hidden costs for developers, and the security tradeoffs no one saw coming. A look at Microsoft's Azure cloud code signing. California implements DROP, global data broker opt-out. Where's the town of "Whata Bod" Idaho. iOS built-in Mail app worked itself out of a job. A 30-minute tutorial for non-coders about AI coding. Claude Code appears to be winning over the AI coding world. Various listener musings on code signing. A bit of Magnesium feedback. What use are 3-day code signing certs? Show Notes - https://www.grc.com/sn/SN-1060-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: material.security zscaler.com/security hoxhunt.com/securitynow

Why are code signing certificates suddenly so expensive, short-lived, and tangled in red tape? Leo Laporte and Steve Gibson dig into Microsoft's "three-day certificates," the hidden costs for developers, and the security tradeoffs no one saw coming. A look at Microsoft's Azure cloud code signing. California implements DROP, global data broker opt-out. Where's the town of "Whata Bod" Idaho. iOS built-in Mail app worked itself out of a job. A 30-minute tutorial for non-coders about AI coding. Claude Code appears to be winning over the AI coding world. Various listener musings on code signing. A bit of Magnesium feedback. What use are 3-day code signing certs? Show Notes - https://www.grc.com/sn/SN-1060-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: material.security zscaler.com/security hoxhunt.com/securitynow

Satya Nadella gave up much of his CEO duties in 2025. Are we on the cusp of a new CEO? And does some money manager/political duo like Amy Hood and Brad Smith actually make more sense in this role than an engineer-type for the modern Microsoft? Microsoft is trying to win our hearts and minds on AI After spending three years trying to jam AI down our collective throats, Microsoft has only met resistance. Now, the real marketing begins Governments and regulators: Microsoft will build out its AI infrastructure by actually paying for it and respecting the communities in which this happens Customers: Satya Nadella is blogging, and he wants us to stop complaining about AI. He's the wrong messenger Windows 11 First Patch Tuesday of 2026 brings security and bug fixes but no new features First update of 2026 brings Copilot-powered image descriptions in Narrator, new IT policies for Copilot, other changes to Dev & Beta Dev is about to switch to 26H1 IDC says that PC sales rose 8.1 percent in 2025, warns again about 2026 The good & bad of Paul's Panther Lake laptop Dell doesn't sell any PCs to consumers so it obviously has opinions about why consumers don't buy PCs for AI Microsoft will soon retire its Lens mobile app AI Apple predictably partners with Google to bring Gemini to Siri Samsung correctly points out we're all using AI already so there's no reason to complain about it We can't trust AI, so Microsoft is letting Copilot go shopping with our credit cards We can't trust AI, so OpenAI is giving ChatGPT access to our private health data Gmail is getting more AI because email is the low-hanging fruit of data collection Xbox and gaming Developer Direct returns on January 22 with Fable and Forza 6 gameplay Microsoft to bring Avowed to PS5 in February Tips and picks Tip of the week: Kick off 2026 with a security checkup App pick of the week: Microsoft Local Foundry RunAs Radio this week: Azure in 2026 with Jeremy Winter Brown liquor pick of the week: Don Julio 70 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: zscaler.com/security helixsleep.com/windows

The industry has pivoted from scripting to automation to orchestration – and now to systems that can reason. Today we explore what AI agents mean for infrastructure with Chris Wade, Co-Founder and CTO of Itential. We also dive into the brownfield reality, the potential for vendor-specific LLMs trained on proprietary knowledge, and advice for the... Read more »

Satya Nadella gave up much of his CEO duties in 2025. Are we on the cusp of a new CEO? And does some money manager/political duo like Amy Hood and Brad Smith actually make more sense in this role than an engineer-type for the modern Microsoft? Microsoft is trying to win our hearts and minds on AI After spending three years trying to jam AI down our collective throats, Microsoft has only met resistance. Now, the real marketing begins Governments and regulators: Microsoft will build out its AI infrastructure by actually paying for it and respecting the communities in which this happens Customers: Satya Nadella is blogging, and he wants us to stop complaining about AI. He's the wrong messenger Windows 11 First Patch Tuesday of 2026 brings security and bug fixes but no new features First update of 2026 brings Copilot-powered image descriptions in Narrator, new IT policies for Copilot, other changes to Dev & Beta Dev is about to switch to 26H1 IDC says that PC sales rose 8.1 percent in 2025, warns again about 2026 The good & bad of Paul's Panther Lake laptop Dell doesn't sell any PCs to consumers so it obviously has opinions about why consumers don't buy PCs for AI Microsoft will soon retire its Lens mobile app AI Apple predictably partners with Google to bring Gemini to Siri Samsung correctly points out we're all using AI already so there's no reason to complain about it We can't trust AI, so Microsoft is letting Copilot go shopping with our credit cards We can't trust AI, so OpenAI is giving ChatGPT access to our private health data Gmail is getting more AI because email is the low-hanging fruit of data collection Xbox and gaming Developer Direct returns on January 22 with Fable and Forza 6 gameplay Microsoft to bring Avowed to PS5 in February Tips and picks Tip of the week: Kick off 2026 with a security checkup App pick of the week: Microsoft Local Foundry RunAs Radio this week: Azure in 2026 with Jeremy Winter Brown liquor pick of the week: Don Julio 70 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: zscaler.com/security helixsleep.com/windows

Why are code signing certificates suddenly so expensive, short-lived, and tangled in red tape? Leo Laporte and Steve Gibson dig into Microsoft's "three-day certificates," the hidden costs for developers, and the security tradeoffs no one saw coming. A look at Microsoft's Azure cloud code signing. California implements DROP, global data broker opt-out. Where's the town of "Whata Bod" Idaho. iOS built-in Mail app worked itself out of a job. A 30-minute tutorial for non-coders about AI coding. Claude Code appears to be winning over the AI coding world. Various listener musings on code signing. A bit of Magnesium feedback. What use are 3-day code signing certs? Show Notes - https://www.grc.com/sn/SN-1060-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: material.security zscaler.com/security hoxhunt.com/securitynow

Why are code signing certificates suddenly so expensive, short-lived, and tangled in red tape? Leo Laporte and Steve Gibson dig into Microsoft's "three-day certificates," the hidden costs for developers, and the security tradeoffs no one saw coming. A look at Microsoft's Azure cloud code signing. California implements DROP, global data broker opt-out. Where's the town of "Whata Bod" Idaho. iOS built-in Mail app worked itself out of a job. A 30-minute tutorial for non-coders about AI coding. Claude Code appears to be winning over the AI coding world. Various listener musings on code signing. A bit of Magnesium feedback. What use are 3-day code signing certs? Show Notes - https://www.grc.com/sn/SN-1060-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: material.security zscaler.com/security hoxhunt.com/securitynow

Why are code signing certificates suddenly so expensive, short-lived, and tangled in red tape? Leo Laporte and Steve Gibson dig into Microsoft's "three-day certificates," the hidden costs for developers, and the security tradeoffs no one saw coming. A look at Microsoft's Azure cloud code signing. California implements DROP, global data broker opt-out. Where's the town of "Whata Bod" Idaho. iOS built-in Mail app worked itself out of a job. A 30-minute tutorial for non-coders about AI coding. Claude Code appears to be winning over the AI coding world. Various listener musings on code signing. A bit of Magnesium feedback. What use are 3-day code signing certs? Show Notes - https://www.grc.com/sn/SN-1060-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: material.security zscaler.com/security hoxhunt.com/securitynow

Why are code signing certificates suddenly so expensive, short-lived, and tangled in red tape? Leo Laporte and Steve Gibson dig into Microsoft's "three-day certificates," the hidden costs for developers, and the security tradeoffs no one saw coming. A look at Microsoft's Azure cloud code signing. California implements DROP, global data broker opt-out. Where's the town of "Whata Bod" Idaho. iOS built-in Mail app worked itself out of a job. A 30-minute tutorial for non-coders about AI coding. Claude Code appears to be winning over the AI coding world. Various listener musings on code signing. A bit of Magnesium feedback. What use are 3-day code signing certs? Show Notes - https://www.grc.com/sn/SN-1060-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: material.security zscaler.com/security hoxhunt.com/securitynow

Satya Nadella gave up much of his CEO duties in 2025. Are we on the cusp of a new CEO? And does some money manager/political duo like Amy Hood and Brad Smith actually make more sense in this role than an engineer-type for the modern Microsoft? Microsoft is trying to win our hearts and minds on AI After spending three years trying to jam AI down our collective throats, Microsoft has only met resistance. Now, the real marketing begins Governments and regulators: Microsoft will build out its AI infrastructure by actually paying for it and respecting the communities in which this happens Customers: Satya Nadella is blogging, and he wants us to stop complaining about AI. He's the wrong messenger Windows 11 First Patch Tuesday of 2026 brings security and bug fixes but no new features First update of 2026 brings Copilot-powered image descriptions in Narrator, new IT policies for Copilot, other changes to Dev & Beta Dev is about to switch to 26H1 IDC says that PC sales rose 8.1 percent in 2025, warns again about 2026 The good & bad of Paul's Panther Lake laptop Dell doesn't sell any PCs to consumers so it obviously has opinions about why consumers don't buy PCs for AI Microsoft will soon retire its Lens mobile app AI Apple predictably partners with Google to bring Gemini to Siri Samsung correctly points out we're all using AI already so there's no reason to complain about it We can't trust AI, so Microsoft is letting Copilot go shopping with our credit cards We can't trust AI, so OpenAI is giving ChatGPT access to our private health data Gmail is getting more AI because email is the low-hanging fruit of data collection Xbox and gaming Developer Direct returns on January 22 with Fable and Forza 6 gameplay Microsoft to bring Avowed to PS5 in February Tips and picks Tip of the week: Kick off 2026 with a security checkup App pick of the week: Microsoft Local Foundry RunAs Radio this week: Azure in 2026 with Jeremy Winter Brown liquor pick of the week: Don Julio 70 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: zscaler.com/security helixsleep.com/windows

Why are code signing certificates suddenly so expensive, short-lived, and tangled in red tape? Leo Laporte and Steve Gibson dig into Microsoft's "three-day certificates," the hidden costs for developers, and the security tradeoffs no one saw coming. A look at Microsoft's Azure cloud code signing. California implements DROP, global data broker opt-out. Where's the town of "Whata Bod" Idaho. iOS built-in Mail app worked itself out of a job. A 30-minute tutorial for non-coders about AI coding. Claude Code appears to be winning over the AI coding world. Various listener musings on code signing. A bit of Magnesium feedback. What use are 3-day code signing certs? Show Notes - https://www.grc.com/sn/SN-1060-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: material.security zscaler.com/security hoxhunt.com/securitynow

Why are code signing certificates suddenly so expensive, short-lived, and tangled in red tape? Leo Laporte and Steve Gibson dig into Microsoft's "three-day certificates," the hidden costs for developers, and the security tradeoffs no one saw coming. A look at Microsoft's Azure cloud code signing. California implements DROP, global data broker opt-out. Where's the town of "Whata Bod" Idaho. iOS built-in Mail app worked itself out of a job. A 30-minute tutorial for non-coders about AI coding. Claude Code appears to be winning over the AI coding world. Various listener musings on code signing. A bit of Magnesium feedback. What use are 3-day code signing certs? Show Notes - https://www.grc.com/sn/SN-1060-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: material.security zscaler.com/security hoxhunt.com/securitynow

Why are code signing certificates suddenly so expensive, short-lived, and tangled in red tape? Leo Laporte and Steve Gibson dig into Microsoft's "three-day certificates," the hidden costs for developers, and the security tradeoffs no one saw coming. A look at Microsoft's Azure cloud code signing. California implements DROP, global data broker opt-out. Where's the town of "Whata Bod" Idaho. iOS built-in Mail app worked itself out of a job. A 30-minute tutorial for non-coders about AI coding. Claude Code appears to be winning over the AI coding world. Various listener musings on code signing. A bit of Magnesium feedback. What use are 3-day code signing certs? Show Notes - https://www.grc.com/sn/SN-1060-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: material.security zscaler.com/security hoxhunt.com/securitynow