Podcasts about Cloudflare

Julie Fredrickson, Managing Partner of Chaotic Capital, rejoins Jim O'Shaughnessy on Infinite Loops to talk about Montana's Right to Compute Act, why verified human data may become one of the most valuable assets online, what nuclear power and the encryption wars teach about regulating AI, why chatbots keep recommending the same sunscreen, and what 2,089 days of daily public writing taught her about being wrong. It is her second Infinite Loops conversation, three years after Episode 181. Show Notes Julie Fredrickson & Jim O'Shaughnessy Julie Fredrickson: Managing Partner of Chaotic Capital, an early-stage venture fund, and a former founder in e-commerce and beauty. Chaotic Capital Julie on X: Julie's preferred way to be reached. Follow Julie on X Julie's daily writing: More than 2,000 consecutive days of public writing, started January 1, 2021. Read Julie's blog Jim O'Shaughnessy: Host of Infinite Loops, founder and CEO of O'Shaughnessy Ventures, and author of the New York Times bestseller What Works on Wall Street. Follow Jim on X Full transcripts: Transcripts and highlights from every Infinite Loops conversation. OSV newsletter Julie's Work & Projects Montana's Right to Compute Act: The first state law protecting people's right to own and use computers and AI tools, which Julie advocated for. Read the Right to Compute Act Valar Atomics: The small modular reactor company founded by Isaiah Taylor, where Julie invested. Valar Atomics Julie's first Infinite Loops episode: Episode 181, "Circumstances change. Humanity doesn't. Plan accordingly." Watch Episode 181 Books & Ideas Mentioned The Beginning of Infinity by David Deutsch: Jim's reference for why no one in 1900 could have predicted the internet. The Beginning of Infinity Carlota Perez: The economist whose work on technology booms and build-outs shapes Julie's view that AI is still in its invention phase. Carlota Perez Rainbows End by Vernor Vinge: The novel Julie cites for a future where people earn a living doing small tasks only humans can do. Rainbows End Snow Crash by Neal Stephenson: Julie's reference for how ideas spread like a virus through programmers. Snow Crash Fall; or, Dodge in Hell by Neal Stephenson: The novel Julie describes, in which Americans mourn victims of a nuclear attack that never happened. Fall; or, Dodge in Hell The WEIRDest People in the World by Joseph Henrich: Jim's reference on how long cultures take to adapt to new technology. The WEIRDest People in the World Nineteen Eighty-Four by George Orwell: Jim's starting point for cognitive security and invented history. Nineteen Eighty-Four From Googlebot to GPTBot: Cloudflare's report on the rise in AI crawler traffic that Julie cites. Cloudflare report The Vesuvius Challenge: The project reading the Herculaneum scrolls, subject of a documentary from Infinite Films. Vesuvius Challenge Agrippa's trilemma: Jim's reference for why chasing a claim to its source often ends in sand. Agrippa's trilemma

Microsoft details new Star Blizzard and NeedyMantis activity Cloudflare to become a public certificate authority Safety concerns scuttle GPT-6.1 Get the show notes here: https://cisoseries.com/cybersecurity-news-star-blizzard-cloudflare-ca-gpt-6-1-scuttled/  Huge thanks to our episode sponsor, Intezer Today's tip: when an AI calls an alert benign, ask for the evidence. The file, the memory, the command line. If it can't show its work, it's guessing. Intezer shows its work, and your team can argue with it. Intezer. The AI SOC trusted by Salesforce, MGM Resorts and Nvidia. See it yourself at intezer.com/headlines.

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über tiefenentspannte Börsen, Agenten-Fantasie bei Meta und Microsoft und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um Meta, Microsoft, Akamai, Boeing, Southwest Airlines, United Airlines, Kyivstar, BASF, Evonik, Micron, Oracle, Blue Owl Capital, Santander, BNP Paribas, Morgan Stanley, Amazon, Alphabet, Softbank, London Stock Exchange Group, Moody's, Broadcom, Nvidia, AMD, ASML, TSMC, Netflix, Charles Schwab, Allstate, Progressive, Booking Holdings, Airbnb, Verizon, Planet Fitness, Goldman Sachs, Mondelez, Walmart, Shopify, Visa, Mastercard, Equifax, TransUnion, Fair Isaac (Fico), Cloudflare, iShares Core MSCI World ETF (WKN: A0RPWH), Amundi EUR Overnight Return ETF (WKN: LYX0B6). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Sichere dir jetzt dein Ticket, um Zugriff auf den Merch-Shop zu bekommen. Mit dem Code “FINANCEFRIENDS“ sparst du 50 Prozent aufs Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 - Werbung - Alle Infos zum 50-Euro-Aktions-Angebot von unserem Partner Smartbroker findet ihr hier: https://get.smartbrokerplus.de/finance26_aaa/ Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

El Gobierno de México busca llevar los pagos digitales al 50% para 2027 reviviendo CoDi a través de la nueva Ley de Economía Digital. ¿Será suficiente ajustar la tecnología para cambiar el uso arraigado del efectivo? En este episodio también encontrará:La petición de OpenAI y Anthropic ante la ONU para lograr una coordinación internacional en inteligencia artificial,El acceso no autorizado de un agente de OpenAI a portales del Gobierno de Australia, El giro de Aeroméxico al admitir una posible filtración de datos tras investigaciones de las autoridades. Secciones:Historia innovadora: Supremo Tribunal de Justicia del Estado de Jalisco. Así lo dijo: José Iván Anguiano, arquitecto sénior de Soluciones de plataforma para América Latina de Cloudflare. Breves de la semana: sobre infraestructura de AI y centros de datos (Anthropic-Akamai, Google-SpaceX y Oracle)Prompt que me cambió la vida: Leonardo González (Ivanti).Todavía en las nubes: construcción de CoatlicueIT Masters Insight: Paul Estrada, CIO de Acosta Verde. #PagosDigitales #CoDi #EstrategiaIT #LiderazgoTecnologico #ITMastersUpdateLe invitamos a seguir IT Masters Update, dejarnos sus comentarios aquí o a través de #ITMastersUpdate en las redes sociales y a visitar nuestro sitio oficial en IT Masters Mag.

Cloudflare discovered in June that bots already make up more than half of internet traffic — and CEO Matthew Prince says that bots could outnumber humans a thousand to one within five years. That's a huge change to the internet, and if the web is going to keep existing, it needs a huge change to its business model. Can Cloudflare use its place in the ecosystem to direct the money back to the people who make content? Read the full interview transcript on The Verge. Links:  How I choose which Cloudflare employees to replace with AI | Wall Street Journal Why Cloudflare CEO Matthew Prince is the internet's unlikely defender | Decoder (2024) Cloudflare will now block AI crawlers by default | The Verge Patreon partners with Cloudflare to block AI crawlers | 404 Media Sony and Warner sue Anthropic in latest AI music lawsuit | Billboard Trump administration supports OpenAI in NYT copyright lawsuit  | The Verge Google Zero is here — now what? | The Verge (2024) Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Decoder's producers are Greg Ott, Kate Cox, and Nick Statt. This episode was edited by Kabir Chopra. Our editorial director is Kevin McShane.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

From the earliest days of open-weight models to becoming the neutral routing layer for more than 10 million developers, OpenRouter is one of the clearest bets that the future of AI will be multi-model. In this episode, OpenRouter co-founder & CEO Alex Atallah, with AMP's Anjney Midha returning with swyx to unpack how OpenRouter emerged from the first wave of Llama, Alpaca, Mistral, and Midjourney, why model diversity mattered before it was consensus, and how a company dismissed as “just a wrapper” became critical infrastructure for the AI ecosystem.We go deep on the product and distribution lessons behind OpenRouter: why model labs can spend billions training a checkpoint and still struggle to get it into developers' hands, how Mistral helped prove the value of a competitive inference marketplace, why OpenRouter chose focus over expanding into fine-tuning, memory, and other adjacent products, and how its rankings became a real-time map of how AI usage was changing. Alex also explains OpenRouter's early experiments with model fusion, why they deleted the first version and brought it back years later, and how the platform grew to more than 10 trillion tokens per day.Finally, Anjney explains why Stripe and OpenRouter fit together, why token fraud may become one of the defining security problems of the AI economy, and why the next wave of fraud won't just come from humans but from autonomous agents attacking increasingly valuable token flows.We discuss:* Why OpenRouter bet early that no single AI model would win everything* Alpaca, Llama, and open models becoming impossible to ignore* Why Discord's early AI deployments exposed the limitations of closed models* Why model labs can spend billions on training and still fail at distribution* How OpenRouter became a neutral distribution layer for model developers* Why VCs dismissed OpenRouter as “just a marketplace” or “just a wrapper”* The Mistral price war and the first real proof of an inference marketplace* How Midjourney scaled through Discord and what it taught the AI ecosystem* Why crypto infrastructure became a dress rehearsal for generative AI* OpenRouter vs. LM Arena and why their missions are fundamentally different* Why focus became one of OpenRouter's biggest strategic advantages* Anthropic's early focus on AI pair programming and coding* The OpenRouter products that were prototyped but never launched* MOM, OpenRouter's early Mixture of Models experiment* Why model fusion failed in 2024 — and why it works much better now* How OpenRouter's leaderboard became a live map of the AI industry* OpenClaw, auto-routing, and agents reshaping AI usage* How OpenRouter reached 10+ trillion tokens per day* Why inference gateways are increasingly becoming targets for fraud* Why Stripe's fraud infrastructure is strategically important to OpenRouter* The coming rise of agentic fraud and attacks on the token economy* What changes and what stays the same as OpenRouter joins StripeAlex Atallah* LinkedIn: https://www.linkedin.com/in/alexatallah/* X: https://x.com/alexatallah* Website: https://alexatallah.comAnjney Midha* LinkedIn: https://www.linkedin.com/in/anjney/* X: https://x.com/AnjneyMidha* AMP: https://www.amppublic.com/Timestamps00:00:00 Introduction00:02:12 Alpaca, Llama, and the Multi-Model Bet00:06:04 Discord, Open Models, and OpenRouter's Origins00:14:28 Why “One Model Wins” Was the Wrong Bet00:17:27 Why Model Labs Struggle With Distribution00:23:04 “Just a Wrapper”: Why VCs Misunderstood OpenRouter00:27:58 Bootstrapping OpenRouter Through Community00:36:16 Crypto, Midjourney, and the Early Generative AI Ecosystem00:43:38 Mistral and the Birth of the Inference Marketplace00:47:10 OpenRouter vs. LM Arena00:52:08 Focus, Anthropic, and Roads Not Taken00:59:34 Mixture of Models and Model Fusion01:02:44 Sonnet, OpenClaw, and OpenRouter's Explosive Growth01:09:03 Why Stripe Acquired OpenRouter01:12:45 Fraud and the Emerging Token Economy01:17:47 The Coming Wave of Agentic Fraud01:19:07 What's Next for OpenRouter at StripeTranscriptIntroduction: OpenRouter, Marketplaces, and Pub-Sub as a Product PrincipleSwyx [00:00:00]: Okay, we are here in Anja's house, which is where all big startups in San Francisco start.Anjney Midha [00:00:08]: Howdy.Swyx [00:00:08]: And, congrats on Cursor, Mistral. I don'- God knows what else. You got so much stuff going on.Anjney Midha [00:00:17]: There's, there's a lot going on. Well, OpenRouter is probably the - has been the most, I would say, like, one I'm excited about recently.Swyx [00:00:24]: Yeah. And we have Alex, first time on the pod, but,Anjney Midha [00:00:27]: Thanks for having me.Swyx [00:00:27]: You've been in the IE a few times. I appreciate every time you've shown up, for the community. Congrats. I just, like, what a journey. When I was looking back at your past posts, one of the earliest principles that I saw you write as a product person is sub as a product principle. And I wanted - you to maybe explain how you think about what should exist in the world.Anjney Midha [00:00:49]: Yeah. The sub piece, which was early 2023, I didn't think about it until we talked like 10 minutes ago, is about how there is like a way of thinking about products as an intersection between subscribing to data and publishing data. And marketplaces are an easy example of this. You have suppliers that are publishing some product to a SKU. And the SKU is like a sub topic that a consumer is subscribing to and just going to, like, consume whenever they want. And humans consume in a very, like, discreet, ad hoc way. It's not very scalable. all their attention is on the topic when they're buying the thing, and their attention is nowhere else when that happens. agents and consumers of inference don't act like that. They're consuming continuously, and they're changing the SKUs that they consume from all the time. So OpenRouter is like a blend between a normal API experience and a marketplace where we create model slug. We have the auto router. We have all kinds of, like, product SKUs that you can subscribe to. And then you can, like, continuously add, like, derive value and make decisions based on those consumers.Alpaca, Llama, and the Multi-Model BetSwyx [00:02:11]: Yeah. This is something that was more consensus now, but not consensus when you guys started, which was that there is such a demand for swapping models and changing things out and, that people would not use the native SDKs. I guess, for each of you, what was your realization moment that this would be it? I, - You've, you've given a talk at EIE about Alpaca as,Anjney Midha [00:02:33]: Yeah.Swyx [00:02:33]: One of your inspiring moments.Anjney Midha [00:02:35]: Alpaca, I can, like, rehash the Alpaca moment for a sec. Like, the very beginning, at the end of 2022, OpenAI was the only game in town. There was, like, OpenAI, Cohere,Swyx [00:02:47]: Yes.Anjney Midha [00:02:48]: And then a smattering of, like, early attempts at open weight models.Swyx [00:02:54]: Yeah.Anjney Midha [00:02:54]: When Llama came out in January of 2023, it was like, “Wow, really exciting. This is really big.” It outperforms 3 on, one or two benchmarks. but you can't chat with it. It wasn't like - It wasn't an engaging model, but it seemed like someone just needed to fix a couple things and do some RLHF on it to get it all the way there. And Alpaca was the first model that I saw that did that. It only took $600 to do. A team at Stanford generated a bunch of synthetic data, tuned Llama, and made Alpaca, billion parameter model. Or was - Maybe it was thirteen billion parameters. And it was so good. Like, I was just, like, on an airplane using it. I, - in many cases, I, like, you could not discern a ChatGPT versus an Alpaca result. And I figured if it was this easy to make a model, one, we have a whole new way of monetizing data for the first time. you can just, like, take really valuable data and turn it into a service in $600. and that cost will probably go down over time.Swyx [00:04:03]: When you - So sorry. when you say monetizing your data as, what eventually will become an MCP endpoint or as a training data for a model?Anjney Midha [00:04:12]: Yeah, training data for a model.Swyx [00:04:13]: Awesome.Anjney Midha [00:04:13]: Like, an abstract way of saying like, “Hey, I have this data.”Swyx [00:04:15]: Compress it into a model.Anjney Midha [00:04:16]: Like, it makes sense for me in my product, but, like, I could repackage it in the form of a model and sell it. And so it's just a whole new business model for the economy. It also, of course, provides, like, a way of following what Frontier Labs are doing, but in a way that, like, a single developer or a small team of developers can roll on their own. And so - Whenever you have an example of that, like a breakout app that's doing really well, and then some framework for imitating it with - in your own flavor, you have an immediate ecosystem of, like an immediate ecosystem, like, should arise because there's just a huge gap between the, like, decisions that the single company is making and all of the variations in those decisions that, like, a wider ecosystem can create themselves. And so then, you need a marketplace to, like, discover all of those, services and all of those products. There wasn't any place on the internet that, like, was like a home base for LLMs in terms of seeing how much they were being used and seeing who was using them and why.Swyx [00:05:29]: The closest would be Hugging Face.Anjney Midha [00:05:30]: Hugging Face was the closest at the time, yeah.Swyx [00:05:31]: They just started Hugging, like, a few years ago before that.Anjney Midha [00:05:34]: Yeah, and Hugging Face also didn't have the closed-source models.Swyx [00:05:37]: Yeah.Anjney Midha [00:05:38]: And they didn'- you couldn't use the models at the time. and there wasn't data about who was using them. There were, like, a bunch of differences between OpenRouter and Hugging Face, and those differences felt really critical to me, especially when I was just trying to learn about LLMs and, like, why people are choosing, like, Different little ones that are emerging over time.Discord, Open Models, and the Origins of OpenRouterSwyx [00:06:03]: Got it. And then, Ansh, no stranger to wanting more model diversity, at the time, you're a couple of years into your Anthropic journey, which we covered in the previous podcast as well. What was your introduction to Alex?Alex Atallah [00:06:16]: Well, the introduction was, I think, thirteen years before that.Swyx [00:06:20]: Oh.Alex Atallah [00:06:20]: But the OpenRouter handshake happened right over there, if you remember.Anjney Midha [00:06:23]: Yeah.Alex Atallah [00:06:24]: Which - So Alex and I, met, I believe as sophomores now, if I remember at the Stanford Review,Anjney Midha [00:06:32]: That's rightAlex Atallah [00:06:32]: Meeting for the first time.Anjney Midha [00:06:33]: I think so, yeah.Alex Atallah [00:06:35]: Yeah.Anjney Midha [00:06:35]: Yeah.Alex Atallah [00:06:35]: So Stanford Review was the libertarian newspaper on campus at Stanford that Peter Thiel started back in the day. And, whatever-- for whatever reason, I, Alex and I both showed up to one of the meetings, and I remember, the editor-chief was a mutual friend of ours. Lisa was really a really great editor-chief, where, part of an editor-chief's job is to assign responsibilities to people and make sure the work gets done. and I, I may be misremembering the details, but I remember wanting to. It was surprising to me that at the time there was no dedicated technology section in the newspaper.Alex Atallah [00:07:11]: YouSwyx [00:07:13]: Because it's political, right?Alex Atallah [00:07:14]: It is primarilySwyx [00:07:14]: Like, it's talkingAlex Atallah [00:07:15]: It originally started as like aAnjney Midha [00:07:16]: Yes.Swyx [00:07:17]: Yeah, states and all those things.Alex Atallah [00:07:17]: Correct.Swyx [00:07:18]: Yeah.Alex Atallah [00:07:18]: But it, - To take us back in time, you may remember this, but, there was this technology, legislation that was being debated called, the Net Neutrality Act. And net neutrality is, like, inherently this political concept, right? It's, it's about the regulation of - internet broadband access. And so there was a community of us who were technologists, but also debating the politics of the technology. And I thought the Review would be a great place - to, like, write about that. And I was working on, I think, a net neutrality article, and I remember proposing, “Well, maybe we should start a technology section.” And Alex was one of the only people who said, “Yes, that would be cool.” And said. I forget whether we ended up writing stuff together, but - that's when we first met,Alex Atallah [00:08:03]: Was 2011 or twelve. I forget which year it was. It was one of those.Anjney Midha [00:08:09]: Yeah.Alex Atallah [00:08:09]: It was at Old Union, if I remember correctly.Alex Atallah [00:08:11]: That's where we used to meet. But, along the way, Alex and I have had a chance to, To hang out often. And probably the time when we had the most professional overlap was when I was running the platform at Discord, and it had become this explosive platform for cryptoSwyx [00:08:32]: YeahAlex Atallah [00:08:32]: And NFTs in the middle of the pandemic.Swyx [00:08:35]: Which also, by the way, you were in charge of safety and security as well, right?Alex Atallah [00:08:38]: I was the head of platform, which meant all of the crypto - the DAO and NFT launch security debugging fell onSwyx [00:08:45]: And their phishing and.Alex Atallah [00:08:47]: The phishing, the social engineering attacks, the katana DDoS that we were getting hit by. but it's around the time I first started teaching security at scale at Stanford, CS 153. And Alex was on the, - at OpenSea at the time, and I was trying to figure out how we could defend against all these attacks that we were. Like, and at peak, I forget, if you remember how much NFT volume was running throughSwyx [00:09:10]: DiscordAlex Atallah [00:09:10]: Discord, but it was, like, a meaningful amount of, like, it was, like, several billion dollars in NFT volume of GMV, so to speak, were running through the platform, and it was all coming from OpenSea. It was these, like, buy, sell,Swyx [00:09:20]: TheAlex Atallah [00:09:21]: ServersSwyx [00:09:21]: The D in DAO is Discord.Alex Atallah [00:09:25]: Yes. And so that's when I think we had hung out professionally. But a year after that, OpenAI gave Discord early access to GPT. Sorry, three. No, it was five. Yeah, five, which is the RL version of three. And that's around the time we made a Discord bot with, OpenAI for internal deployment, and that's when I realized we would need. Like, since I was part of the deployment team.Anjney Midha [00:09:50]: What was the use case?Alex Atallah [00:09:51]: There were two that were. And there's, there's a post now called “Discord is Your Place for AI with Friends” that somebody sent me recently that I wrote, and published in twenty-three. But There were two use cases. One was Clyde, which was the - like, a party friend inside of Discord that could help you set up your Discord server and talk to you about onboarding and get your friends to hang out more. and then there was content moderation. And one of the realizations we had with content moderation was - it would refuse to moderate. Like, it would just refuse our prompts because the The training was. We were very early in the training era, and it would just. Our prompts would trigger it, its, like, guardrails. And we told OpenAI, “Hey, guys, we need access to the weights because if we're gonna be doing content moderation at scale, we had 250 million monthly active users, we need more reliability that the model will do what we need it to.” And they said, “Well, sorry, guys, that's not how this works. We're a closed-source company.” And so that was my first realization that we needed open models, and the enterprises would need more control over capabilities, and then ultimately would need some control plane or management system to orchestrate these open models. But there weren't no good - there were no good open alternatives until maybeAlex Atallah [00:11:10]: Six months later when Llama came out. And six months after that, I led the series A into Mistral, which was started by Guillaume and the Llama team. And - That, - Around that time is when I remember hearing about Alex launching OpenRouter and going, “These worlds are gonna collide, and I don't know when it'll make sense to team up.” But Alex was so early and could see. I think he was totally right about this ecosystem starting with Llama that then needed, like, a, an easy layer to manage for, especially for. I was approaching it from the enterprise perspective because I had been that, like, the. As the VP of platform at Discord, it was my job to ensure that when we deployed models to, like, 250 million users, they did what we wanted them to. And that was very hard, because if you outsourced it to the labs and they controlled the guardrails and their guardrails are their safety policies. Forbid the model from responding to your prompts. That was quite catastrophic.Swyx [00:12:05]: Yeah. But what, a moderation is the thing that they want to support. And obviously, beyond that, they would - OpenAI would work with you, presumably to give you a moderation endpoint, which they offer for free.Alex Atallah [00:12:16]: It was an interesting use case, that - So they did give us a moderation endpoint. However, as you guys know, every Discord server is like a mini deployment of itself. And so the use case was instead of having human moderators that have to interpret the norms of the community, you just give the, - Often, like every, subreddit, Discord servers, public ones have their own rules that the user, the users create.Swyx [00:12:41]: Oh, yeah. We run the LinkedIn Discord in. Yeah.Alex Atallah [00:12:43]: And then humans used to read those norms and then enforce it every day manually, like observing each message in these communities. And these communities have like millions of users. So we had a 5,000+ person team globally in the, on the Discord content moderation team. These are outsourced contractors who had a really tough job. And so the idea was instead, if you could give the norms of that server To the LLM, then the LLM would do custom moderation for that server. It's almost like a, like context moderation for that server. And many of those servers' norms just violated OpenAI's rules. And so - It was like we had our own custom eval. So each server had its own custom eval. But Discord-- at the time, OpenAI's evals, we were all soAlex Atallah [00:13:28]: Primitive in our thinking about how to deploy these LLMs that often the training prompts were super handed. It said, “Oh, anything about Harry Potter, anything that has trademarked content, don'- refuse.” And if it was a fan - Harry Potter fan community, this is a real use case, that had content moderation, the LLM would just refuse.Swyx [00:13:48]: Yeah.Alex Atallah [00:13:49]: And that was just not precise enough.Anjney Midha [00:13:52]: Another one that we heard was like if someone was trying to write like a detective story, and there's one chapter with a lot of violence, like maybe someoneAlex Atallah [00:14:01]: RightAnjney Midha [00:14:01]: Like kills someone, the LLMs would just refuse to, like, help with that part of the story.Alex Atallah [00:14:07]: Yeah.Anjney Midha [00:14:07]: And then - like, we used to be like, okay, this is not like structurally inherent to LLMs. There must be, like, some choice out there so that I can, like, switch to another model, when I'm getting, like, a refusal or a bad result from the main one that I have. And that, like, tension also drove me for a marketplace.Why “One Model Wins” Was the Wrong BetSwyx [00:14:28]: Yeah. I think that is well accepted now. What was it like back then when you were raising or, starting this? did people get it? what was the, some of the struggles? I like getting stories out of him about how other VCs don't get it. So like anything you wanna, talk about, now - Let's, let's call it, that the early journey of OpenRouter is done, right? You can obviously talk about some of the early days stuff.Anjney Midha [00:14:54]: Well, I was gonna say that, like, the biggest objection we got is big model win, which is - all of theSwyx [00:15:03]: Scaling laws.Anjney Midha [00:15:04]: Huh?Swyx [00:15:04]: Scaling laws.Anjney Midha [00:15:05]: Yeah, scaling laws, and natural network effects are just gonna accrue to one company, which will be - It'll be a Google-style monopoly, just like how Google won the search market, by a large margin, and you'll just be fighting for scraps at the end. That was probably the biggest objection we got. it is interesting that Google won the search engine race with such a huge margin. I think, like, had there been more interesting benchmarks or had, like, search engines been, - had people, like, seen them a little bit more like LLMs where they're services that you can build companies on top of, that might not have been the case. but LLMs don't merely have a user interface. They're also, like, ways of building entirely new businesses. And, a Google-level monopoly would be like the Dutch East India Company times, quadrillion in magnitude because the whole economy ends up, like, depending on the one monopoly as well. So it didn't seem like would be a really crazy outcome if that happened. And it's also less likely because the economics of, like, creating good competitors are much, like, much more decentralizable.Alex Atallah [00:16:25]: Everything Alex said is true, And I came at it from a completely different perspective, whichSwyx [00:16:31]: Yes, this is why we're here.Alex Atallah [00:16:32]: The scaling laws were never - In my mind, were always a feature, not a bug for why OpenRouter would be very valuable. Because, I was one of the first investors in Anthropic, and it was obvious to me that other researchers in our friends - I went to grad school for machine learning, and I just had a lot of friends in the ML community who it was very obvious to us that the bitter lesson holds. And so I was like, “Oh, fantastic. Now we have at least two proof points that compute scaling works.” It was OpenAI and Anthropic. and by the time I think we decided to team up on OpenRouter, I had already invested in Mistral and Black Forest Labs and Luma. So there was multiple model companies and teams that I was, working with.Why Model Labs Struggle With DistributionSwyx [00:17:14]: But you did other modalities, whereas this is literallyAlex Atallah [00:17:16]: Across different modalities, yesSwyx [00:17:17]: Text.Alex Atallah [00:17:18]: Exactly. And it was so obvious to me that an ecosystem of different kinds of models were being created, and that this whole narrative of, like, Only one company will dominate like Google was, well, like maybe true, but one, I don't believe that. But two, there was so much extraordinary innovation happening across several different research teams. But the shared problem I was noticing across all of them was often, the research teams were fantastic at figuring out how to reason about new capabilities. They think in terms of capabilities, but never - like, are not developer mindset-oriented. Like, what happens after the training is done and the checkpoint comes out? Like, you'd be shocked how, like, similar the early training teams at OpenAI, sorry, Anthropic, BFL, Mistral, were in their, like, default approach to. Taking their research out of the, lab and scaling their impact, which is often, oh, the checkpoint is done, put it out as an API, done, and then there'd be crickets. in the case of Claude, the first Claude checkpoint was done a year before they released it internally. And then ChatGPT came out, and we decided, okay, yes, it's a good idea to release a Claude version externally.Alex Atallah [00:18:34]: And they had no plan, like no plan for how to get developers to try it out. And so if you go to the Claude one blog post, you'll notice there are, like, three developer examples for users of the API, and one is a Discord bot, and the second is Vivian, my wife's startup called Juny Learning, ‘- And then there was, like, Notion, because these were all friends of, like, the Anthropic Because that's how - like, last minute the planning was around, hey, once the model's done training, how do you get it out to the world? There was no distribution platform that understood what developers needed, all the key management, provisioning, like, simple, like, endpoint management, versioning control. Like, all these things that the scientists and researchers go, “ that's plumbing. I don't really think about it.”Swyx [00:19:15]: Implementation detail.Alex Atallah [00:19:16]: Right. And instead, Alex came at it from that perspective. And so, it was so obvious to me that, like, every single lab I was funding would spend - like, literally sometimes billions of dollars into training, and then a checkpoint would be done, and there'd be crickets, like, during early access because they're like, “Oh, that's right.”Alex Atallah [00:19:35]: It's hard to use a checkpoint to make anything. You need a whole bunch of plumbing around it to make it usable by a developer. And so by the - I think - it was so obvious to me that a distribution platform like OpenRouter was critical to have in the ecosystem if we wanted there to be competition to Google. Like, unless-- ‘cause with Google, DeepMind is done training a new checkpoint, and then they push a button, and it gets blasted out across all their surfaces from Google Docs to,Swyx [00:20:01]: Everywhere, even if I don't want it.Alex Atallah [00:20:02]: Everywhere. You wanna know about, like, on Android, like, overnight, they can deploy a new checkpoint to, like, a billion devices, right? And that invisible infra advantage, distribution advantage, most people don't realize, but until OpenRouter showed up, - you had to think about all of that yourself as a model lab. And it was very daunting. at Anthropic, I think it took, well, more than twelve months to get to our first 10 million in revenue. And in contrast with Black Forest Labs, I remember the early days, you guys had a conversation with the BFL team, and, it was so simple for OpenRouter to say, “Oh, no problem. Like, the day you launch, we can send 1 million developers to you.” that was crazy. That was like a step function change in, like, an hour.Swyx [00:20:46]: Is that a real number, a million?Alex Atallah [00:20:47]: I,Swyx [00:20:48]: Okay. All right.Alex Atallah [00:20:48]: I think today it's, like, 4 million. How many developers are on OpenRouter today?Anjney Midha [00:20:52]: Over ten,Alex Atallah [00:20:54]: Yeah.Anjney Midha [00:20:54]: Over 10 million, but, like, it's, it's hard to, youAlex Atallah [00:20:59]: I, yeah, I don't know how to. Yeah.Anjney Midha [00:21:00]: We do a lot of, like, account duping work, but, noAlex Atallah [00:21:04]: If you could get 1,000 developers, just to put in context If you get 1,000 developers who try the model on day one after you release it and just, like, do inference and give you feedback, that's a thousandAnjney Midha [00:21:15]: That's hugeAlex Atallah [00:21:16]: More developers than they knew how to get to on their own.Swyx [00:21:19]: Well, BFL had a reputation, but yes.Alex Atallah [00:21:21]: They had one in Stable Diffusion.Swyx [00:21:22]: Yeah.Alex Atallah [00:21:23]: And with Mistral, I don't know if you guys remember, but the first checkpoint they released was, like, torrents. It was, like, torrent weights.Swyx [00:21:31]: Yeah, they just put up a magnet link.Alex Atallah [00:21:33]: Yeah, there was no API.Anjney Midha [00:21:34]: Yeah.Alex Atallah [00:21:34]: Because they didn'- they weren't infra people.Alex Atallah [00:21:37]: ? Like, it's like, okay, download these weights, and you guys go figure out how to host it.Swyx [00:21:39]: Well, he has a story on his side, yeah.Anjney Midha [00:21:41]: Yeah, in addition to the, like, building a really good developer experience around it, the marketing that we do on, like, for different models is totally different and perceived totally differentlyAlex Atallah [00:21:54]: RightAnjney Midha [00:21:54]: From the marketing that a model lab does for itself.Alex Atallah [00:21:56]: Yes, 1,000%.Anjney Midha [00:21:57]: Right? We are like a, neutral layer looking at this market like it's a big dark room with all the corners completely obscure to users, and users are walking into the room and, like, feeling aroundAlex Atallah [00:22:09]: YeahAnjney Midha [00:22:09]: And trying to figure out what objects to grab off the tables and, like, build into, their companies. And it's just an insane way of working. Like, models are not products where you can just enumerate all their features onto a web page. They're all black boxes, including the open weight ones. So you need to, like, shine lights on all corners of this room, so that people can see what makes this model good, and you need the company shining that light to be a neutral third party, which is what we specialize in. So the, like. It'- In addition to developer experience, there's also, like, a very important, like, marketing and product packaging componentAlex Atallah [00:22:50]: YeahAnjney Midha [00:22:50]: And a way of, like, routing and discovering models becomes, like, critical to your market as a provider or a model lab or a server tool and more in the future.“Just a Wrapper”: Why VCs Misunderstood OpenRouterAlex Atallah [00:23:03]: And this value, to your earlier point about how many VCs, like, just don't. One of my biggest frustrations is that venture capitalists, many of them, like, just don't have any operating experience in the field. so unlike a traditional investor who's just maybe come up through the ranks as, like, a associate working on financial modeling or maybe hasn't been a real operator in the field for, like, more than ten years, which is a big part of the industry now, I had just arrived at a16z, like, a year after running the platform. And so I knew what the challenges were of, like, building a real - great developer experience and like, being able to create a working piece of software with a model. And there were a few, I won't name names, but there were investors who were looking at OpenRouter, and, felt at the time, like, when I would compare notes with people, that it was just, I quote unquote, “just a marketplace.”Swyx [00:23:59]: Yeah, just a thin layer, just aAlex Atallah [00:24:00]: CorrectSwyx [00:24:00]: JustAlex Atallah [00:24:01]: A wrapper or whatever on other people's APIs. And I was like, “You have no idea how strategic the value that OpenRouter has created by being able to orchestrate even three.” APIs in production. The amount of both engineering work and community design that goes into getting that live and running in production at the scale the OpenRouter team had started just doesn't happen by default. And that was one of the things that stood out to me about Alex from the earliest days. Like, he just understood, like, - from a systems perspective, like, how do you get these flywheels going? Like, that stood out to me with OpenSea when we were working together on the NFT integration at Discord. Like, Alex had a level of community-- like, systems thinking on how you get these flywheels going that most scientists and machine learning people just don'tAlex Atallah [00:24:48]: Think of. Like, we often think in terms of training.Swyx [00:24:52]: It's a linear stage.Alex Atallah [00:24:53]: It's this linear pipeline.Swyx [00:24:53]: There's no loop yet.Alex Atallah [00:24:54]: Yeah. It wasn't until much later that the modern context feedback loop cycle really got standardized in the industry. But at the time, if you remember, machine learning was like. Like, mostly we did a lot of ML, like, when I was in grad school on a laptop. So you just, like, download a dataset, ran some ablations, and you looked at the loss curves, and you're like, “Great, I made AI.” And the idea that you have to, like, deploy those capabilities, collect feedback trajectories, then, like, put those into a continuous loop, like, came much later. And it was very counterintuitive to the - like, the traditional AI mindset. I do remember doing the investment phase for, OpenRouter, I just didn't try and educate a bunch of other VCs on why it was not just a marketplace. I was like, “ what? I'm just gonna invest.”Anjney Midha [00:25:41]: Yeah.Alex Atallah [00:25:41]: And I'm going to, like, take the opportunity to partner with Alex, and if - no other VCs get it, that's totally fine. ‘Cause at the time, - it was not obvious, I think, to several of the investors that, like, OpenRouter was not more than just a wrapper around APIs. And - that infuriated me. And I was like, “ what? I don't have time to debate you. I'm - we're gonna, we're gonna invest.” And then I think, like, a month later, Matt Murphy marked it up by 10x. Like, - I think. I forget what the exact money was and so on, but, to his credit, Menlo Ventures realized, “Okay, there's much more strategic value here as well.” Maybe you didn't hear all these conversations behind the scenes But that frustrated me a lot. there's a lot of this, like, opining about wrappers. and if you're like, “Oh, an app is just a wrapper on a model,” then, like. And, OpenRouter is, like, this wrapper on top of other APIs, and this is the most stupid, reductive framework.Alex Atallah [00:26:31]: And so it's clearly somebody who has no experience deploying product at scale.Swyx [00:26:34]: It's the thing you dismiss other things with. Like, you're a - everyone's a wrapper on everything, right? Like, and there's, there's some Some wrappers have value.Alex Atallah [00:26:40]: Investors are wrappers and LPs, right?Alex Atallah [00:26:42]: Like venture capitalists. So, yeah, it's all wrappers down, all down to bare metal, I guess, and like energy.Swyx [00:26:46]: Yeah, there - When I started the whole AI engineer, I guess, the coining, in 2023, like, that was, like, the number one pushback is that this is no value. You should just train models.Anjney Midha [00:26:56]: Right.Swyx [00:26:57]: And, yeah, obviously this is, like. you guys are one of the testaments to the fact that you can build very valuable wrappers, but also very valuable model companies.Alex Atallah [00:27:06]: It's so, hard to be. Like, the day a model launches, the fact that you have an OpenRouter, endpoint for that model frequently at the top of Hacker News on day one, people don't realize the amount of work that goes into accomplishing that. And OpenRouter used. Like, that would happen over and over again, and I remember going, “People have no idea how hard that is.”Alex Atallah [00:27:30]: That's not.Swyx [00:27:31]: Yeah, we've covered some of the inference engineering that goes behind,Alex Atallah [00:27:34]: YesSwyx [00:27:34]: Some of - with Base Ten and all those. Well, today you have, all those, like, cool code name things that people guess what Oxy Alpha is and all those things. But, like, I guess one of the things that you're teasing is, how do you get that initial flywheel going, right? Because today you have your scale and your reputation, all these things, so obviously you - you're driving immense distribution. But when you were early on, when it's mostlyBootstrapping OpenRouter Through CommunityAlex Atallah [00:27:55]: The bootstrap, yeah.Swyx [00:27:56]: Yeah.Alex Atallah [00:27:56]: What was the bootstrap like?Anjney Midha [00:27:58]: To bring it back to early Discord days, I think we, like, initially connected with. This is an OpenSea story, technically. But, and we initially connected when you were at Discord, and we talked about, like, - the Axie Infinity server.Alex Atallah [00:28:13]: Oh, yes. Yes.Anjney Midha [00:28:14]: This server was, like, the biggest server at theAlex Atallah [00:28:17]: YeahAnjney Midha [00:28:17]: At Discord.Alex Atallah [00:28:18]: That's right.Anjney Midha [00:28:19]: And you were like, constantly bumping up theAlex Atallah [00:28:22]: The limits on the server. Oh, my GodAnjney Midha [00:28:24]: Of how many people could be in the server.Swyx [00:28:24]: For those who don't know, like, 10% of Philippines was Axie.Alex Atallah [00:28:29]: Was on that server. That's a big hit.Swyx [00:28:31]: It was, like, a meaningful contributor to the GDP of the country.Alex Atallah [00:28:33]: It was an NFT, like, crypto game, but itSwyx [00:28:35]: It was like a Pokémon breeding thing.Anjney Midha [00:28:36]: Yeah.Alex Atallah [00:28:36]: Yeah. Similar. Yeah. There was battling, there was breeding, and then there was, like, a marketplace for trading.Swyx [00:28:43]: Earn as well.Alex Atallah [00:28:45]: Yeah, earn. And, like, the graphics were really cute and fun, and you like, you get emotional about your Axie that you make. So to, like, start a community like that, which we had to do many times at OpenSea with every early project, for us to create a marketplace for it, we need to make sure that the, like, the community wants it.Anjney Midha [00:29:09]: Right.Alex Atallah [00:29:09]: And it's like building something that people want and going and telling them about it. Like, you can do that on a one basis, but there's way higher leverage to do that in a community where everyone can talk to you at the same time. So we spent a lot of time, like, building things that the community really wanted. We did the same thing for OpenRouter. And, like, the Axie community was one of, like, a zillion communities we did that with. And Anj, like, saw us doing it and. ‘Cause you could just see people sharing OpenSea links constantly in that Discord. Like, users sharing links is a really clear indicator that, like, something important is going on. So we spent, a lot of time, like, first figuring out what the gap is in the technology that people care about. Like, what was the actual problem that needs to be solved? in early LLM days, it was, OpenAI refusing to finish the prompt or,Anjney Midha [00:30:09]: YeahAlex Atallah [00:30:10]: To, like, complete the task. It was also.Anjney Midha [00:30:13]: Inability to customize models. and so there are communities that, like are just completely blocked on that issue, and those are the communities that are most useful to learn about and dive into and explore.Alex Atallah [00:30:28]: Something that really struck me at that time, - as I was just hearing your talk, I remember noting - you may not remember this, but we - we had these, like working, Zoom calls that we were doing a sprint around for, like this OpenSea integration with Discord. and, we'd, we'd - it was myself, my engineering team. I think you were there. And I remember, Alex, in the middle of one of those calls, just like there was like silence. we were all like, “Oh, yeah, this totally makes sense. Let's do this.” And then there's - every, like everybody aligned. And Alex was like, “No, this makes no sense to me.” And everyone's - I remember going, “What? Like, it works. Like, you click on a link and this, then it bounces you out to, like, OpenSea.” And he was like, “It's not a good user experience. Yeah, we should not do this.” And I remember going, he was the only one person out of all of us to raise his hand and go, yes, it made sense from a technical implementation perspective. Like, we were bouncing the user out into the, into OpenSea. And so it kinda checked the box of the product manager's requirements on both sides. But Alex went one step further and was like, “ what would be better, guys? If we just embedded the experience right here inside of Discord so the link opened up as an embedded iframe, and you can just check out right there.”Alex Atallah [00:31:47]: And not one person on the call, and there's like seven of us who had met, like, week after week.Swyx [00:31:52]: And it's the guy who doesn't work for Discord.Alex Atallah [00:31:53]: And it's the guy who doesn't work for Discord.Swyx [00:31:55]: Like, technically, you benefit if they bounce.Alex Atallah [00:31:57]: Exactly. And that was, like, adversarial. To keep the user inside of Discord would be adversarial to OpenSea. And yet Alex put that user experience first. And I was like, “That's special.”Swyx [00:32:08]: Wow.Alex Atallah [00:32:08]: Because it's very hard to have somebody who's technical like Alex and understands the developer flow, but also understands the best user experience and wants to prioritize that. And that's two sides of the flywheel that if you can get spinning, like is often hard to stop. And you just reminded me, like that one was one of those moments where I go, I - I realized I gotta be better at user experience because I should have been the one who came up with that, and I didn't. And I learned from you. And, I think that went into one of our case studies for the PM training program at Discord.Swyx [00:32:34]: Whoa.Alex Atallah [00:32:36]: I don't know if it there is Because ofSwyx [00:32:38]: You need an Alex is the conclusion.Alex Atallah [00:32:40]: Yeah. You need an Alex. And this is why I'm not, nobody should be surprised why Stripe decided like they had to buy OpenRouter because it's a really rare combination of people who understand the machine learning community, the developer experience, and the user experience. And putting all that together has resulted in this extraordinary scale that very few other marketplaces have been able to achieveWindow AI, BYOM, and Finding the Right Form FactorSwyx [00:33:02]: Yeah.Alex Atallah [00:33:02]: Over the last, five years.Swyx [00:33:04]: Yeah. Well, we should talk about the other reasons for acquisitions, whichAlex Atallah [00:33:07]: Yes, we should.Swyx [00:33:07]: You've written about. I wanna proceed somewhat chronologically as well. So - there is a point that, one of the questions that, Dave from H of Zero sent in was, when did it - really started to work? And you brought up Mixtral. I don't know if you wanna bring up that story.Alex Atallah [00:33:22]: Oh, yeah.Swyx [00:33:23]: Which obviously you overlap with, so.Anjney Midha [00:33:26]: Yeah, the MoE was. I don't know when. there's no like one moment where I was like, “Oh, this is, officially starting to work.” It wasSwyx [00:33:36]: The moment where you had a Chrome extension, like, really super early on.Anjney Midha [00:33:39]: Oh, yeah. But, well, - yeah. So before OpenRouter, I wanted to, like, explore a bring-your-own-model experiment. And,Swyx [00:33:47]: Which anyone familiar with crypto is like, yeah, Phantom and all these things.Anjney Midha [00:33:50]: Yeah. So it felt like doing a MetaMask analogy for AI would be a fun way of exploring that. And at the time, there were no AI apps. There were probably as many AI apps that were, like, hitting AI - like, hitting an LLM via an API call as there were, like, games just doing it in JavaScript. like there was a, there was a moment in time where it could have been the case that web apps call LLMs through the browser, like through some desktopAlex Atallah [00:34:27]: Yes.Anjney Midha [00:34:27]: Managed app that is controlled by the user. and of course, there are like, I think, many reasons that did not happen. But back when the days were that primordial, I built a Chrome extension called Window AISwyx [00:34:43]: With Plasmo.Anjney Midha [00:34:44]: With Plasmo.Swyx [00:34:45]: I had come across early on, and I was like, “Who's gonna use this?” You did.Anjney Midha [00:34:49]: Plasmo had a couple, like, I think Phantom was using it. there were some other, like real companies using it.Alex Atallah [00:34:56]: It was like a shim.Swyx [00:34:57]: React for Chrome extension. It compiles to allAnjney Midha [00:35:00]: Yeah.Alex Atallah [00:35:00]: I see.Anjney Midha [00:35:00]: Like Next.js for Chrome extensions.Swyx [00:35:01]: Next.js, Next.js.Alex Atallah [00:35:02]: Okay.Anjney Midha [00:35:03]: And yeah, built Window AI on top of it. The creator of Plasmo, like started contributing code to Window AI, in GitHub, and that turned out to be Louis VicchiAlex Atallah [00:35:15]: Oh, you'Anjney Midha [00:35:15]: Who is the founder of OpenRouter.Alex Atallah [00:35:17]: That's right. You have told me this is how you met Louis. Yes.Anjney Midha [00:35:19]: Yeah.Alex Atallah [00:35:19]: Okay.Anjney Midha [00:35:20]: So, that allowed users to like configure which model they wanted to use for a web page in their browser, and then, like the app would just call out to that model when it needed to do things. not the right form factor for LLMs, but, it's like fun experiment. You learn a lot, and like I open sourced it. And the main learning is like, okay, this has to be an API, and it has to look a little bit - like, there has to be more of a developer experience here and more of a discovery experience as well. Like, I don't know where to use these models, and a little Chrome extension is not gonna help me discover. It's not enough real estate. I need more space. I need visuals. I need graphs. I need, examples. I need images. I need to, like, I need to be able to, like explore both as a human and as an agent.Crypto, Midjourney, and the Early Generative AI EcosystemAlex Atallah [00:36:10]: Yeah.Anjney Midha [00:36:10]: So that's how OpenRouter came to be.Alex Atallah [00:36:13]: A meta point that.Alex Atallah [00:36:16]: I think is underappreciated, but Alex is reminding me, is that we were quite lucky that we were so. we were, like, adjacent to the crypto community in those days. Because in hindsight, crypto ended up being like a dress rehearsal for generative models, right? If you think about the Axie experience, Alex is totally right, there were not that many AI apps at the time. And while I was dealing-- my job was to be the head of platform at Discord, which meant to be a general purpose place for communities and friends to create-- for developers to create apps and bots and, other services that could be deployed across Discord. And while 80% of the attention at the time was being spent on crypto, because that's where all the NFT volume was, there was, like, twenty percent of my time I was spending with a friend, who would get hotbot with me and ask me for. We would play Magic: The Gathering on weekends, and he was working on a little Discord bot that could take a text input and turn it into an image, and it was called Midjourney. YouSwyx [00:37:15]: Is that David?Alex Atallah [00:37:15]: It was David Holz.Alex Atallah [00:37:16]: He was a good friend. And David and I have both been failed ARVR founders, in the before that. And, I remember this. Midjourney was one of the fastest-growing communities we had after Axie Infinity started to peter off. And many of the, like, the abstractions and the infrastructure decisions we made to scale Axie happened just in time because they. Axie did this and then fell off a cliff. And then as Midjourney was taking off, we, like, explicitly decided to help David make the server, the Midjourney server, as the primary place for interaction with the model, because it was very hard for people to understand how to use the model if they couldn't see other people using it and copy them. And so the single-player Midjourney web app on its own, like midjourney.com, had, like, terrible retention because people would show up, they'd see this empty field. It's like E 2, and they would type in, like, cat or dog. And it was, like, paralyzing for them to have this blank canvas that they had to fill because they'd never used an AI model before. But instead, in a Discord server, you could see other people using it and riff off of their prompt, and the engagement was off the charts. And so scaling, Midjourney from zero to, like, 10 million monthly actives was a much smoother approach Axie Infinity. And so,Swyx [00:38:29]: Don't forget the best of four pictures, and you choose one.Alex Atallah [00:38:31]: The best, yeah, and then the other, weSwyx [00:38:32]: Which is the feedback loop.Alex Atallah [00:38:33]: The RLHF feedback loop, which, by the way, separately, like, Tom Brown, David and I used to play Magic: The Gathering on weekends. And so, like, it was one group of friends would hang out, and we'd. Like, these concepts were all being discussed all the time. But, there was.Alex Atallah [00:38:47]: I think there were few of us who bridged both the crypto worlds and the AI worlds. And compared to crypto, where it was - the question was always, what's the use case, for this technology? There was never any need to ask that for AI because it's, like, the use case was so visceral. It was like, I can create now anything at - I can imagine. I can write novels, I can code. And the infrastructure that those of us who believed in the distributed systems, like, value of crypto, like the censorship resistance part, found this use case that was explosive. And I think between Midjourney, the, Claude was a Discord bot launch, that we were using internally as an LLM. ElevenLabs had a TTS model that we had on Discord as well. Like, Discord became this petri dish for, like, early apps to innovate. And I don't think it's a coincidence that they found a home there before OpenRouter gave the world, like, a public home store or, like, a, storefront. Discord was this, like, almost petri dish storefront that - had, like, piggybacked on the infra we'd built for crypto communities. And then I think Alex was one of the first people to realize, wait a minute, like, these apps need their own home, on the internet. And then OpenRouter, to me, was a continuation of that community's needs. And of course, there was the crazy distribution that you enabled for a lot of these developers.Why OpenRouter Couldn't Just Live Inside DiscordSwyx [00:40:07]: So then my question is, how come you were. My perception is OpenRouter is not that Discord-centric, right? You have a Discord.Anjney Midha [00:40:14]: Yeah.Swyx [00:40:14]: And you use it to engage your community, but it's not like Midjourney where, like, no, that is like the primary way people experience OpenRouter.Anjney Midha [00:40:21]: Yeah, Midjourney, like, it really helps to see visually really quickly how people are using the model and how to prompt it.Swyx [00:40:29]: Yeah.Anjney Midha [00:40:29]: And I think that is partly why the server was so critical. It's like it is the user experience. It adds a ton.Swyx [00:40:36]: Yes.Anjney Midha [00:40:37]: And you can go the whole mile with just, like, prompting via Midjourney, like, the, via the Midjourney Discord server, getting your images and then sharing them and having fun. For OpenRouter, for LLMs, like, you need a lot of user experience around LLMs to make them, like, really usable.Swyx [00:40:54]: Charge point.Anjney Midha [00:40:55]: And yeah.Anjney Midha [00:40:57]: The, like, seeing the examples of other people is also not as useful because it's a lot of stuff to read. It takes a long time.Swyx [00:41:03]: Yeah.Anjney Midha [00:41:04]: You need, like, based integration. Not possible to do in a Discord server. You need, Or technic- it's possible. I shouldn't say that. It's just not a great developer experience. you need, like, - you need governance for. At the point where you got based integration, now you need governance for managing the LLMs that have access to it, the data policies, which teams. All that stuff needs a lot more than a Discord server can provide. So it's justSwyx [00:41:30]: YeahAnjney Midha [00:41:30]: It's not the right.Alex Atallah [00:41:32]: Well, in addition, you're not wrong, but also there's the very important distinction that, Midjourney was an end user application.Swyx [00:41:40]: Right.Alex Atallah [00:41:40]: And, that's why Discord, which has 250 million monthly end consumers, made, it made sense for Discord to be a host for that application experience. What I knew was gonna happen soon after Midjourney found explosive product-market fit, because we. I think when Midjourney launched, from launch to $100 million revenue run rate, it was less than eight months. And shortly thereafter, Stable Diffusion launched. And, all of us used to hang out in the Discord server. There, I think it was the,Swyx [00:42:13]: The Stability Discord?Alex Atallah [00:42:14]: It was theSwyx [00:42:16]: Yeah, LAION.Alex Atallah [00:42:16]: Yeah, the LAION Discord server.Swyx [00:42:17]: The image community that spawned Stable Diffusion.Alex Atallah [00:42:19]: The image community. Yeah. And so when Stable Diffusion came out, I realized- Oh, now other people can build their own Midjourney.Alex Atallah [00:42:27]: Because until then, Midjourney did not have an API, so they were a stack company, right? They were training their own models, and they were deploying them as an application. But if you wanted to build your own Midjourney, there was no API of that quality. and I think E two was still quite primitive. Like, Midjourney had great quality. And then when Stable Diffusion came out, suddenly there was this new person who - there was - this new capability in the world, which is a developer could create their own Midjourney. And that, I think, created the need for something like OpenRouter, because then you need an API to. If you - if you had the creativity of David Holz and you had Stable Diffusion as the model and you wanted to put these things together, how could you do that without having to figure out how to host the weights? And what OpenRouter, - the shape of OpenRouter enabled is that. Right? When you have open model alternatives to closed applications, OpenRouter's value in the world becomes extraordinary because now any developer can just show up and use theStable Diffusion and the Need for a Model API LayerSwyx [00:43:20]: You just love model diversity.Anjney Midha [00:43:21]: Did you just say the shape of OpenRouter?Alex Atallah [00:43:23]: Oh, no.Anjney Midha [00:43:25]: Were you in cloud? What is this the real Han?Alex Atallah [00:43:26]: I've been, I've been - I'm, I'm misaligned now. I've been overtrained. I've been using Cloud way too much, haven't I?Swyx [00:43:34]: Claude-ish is what people would say.Alex Atallah [00:43:35]: Claude-ish. Oh, God, I gotta untrain myself.Swyx [00:43:38]: Okay. - And I just wanna cap off the Mistral side. my TLDR is there was a Mistral price war, is what they called it, right? Like, round about NeurIPS is twenty-three or twenty-four.Mistral and the Birth of the Inference MarketplaceAnjney Midha [00:43:47]: Yes. DecemberSwyx [00:43:48]: They launched, the Mistral 8x7B, and like the price went down like 80%.Anjney Midha [00:43:54]: Yeah.Swyx [00:43:54]: To me, that's very positive because it's like the first, like, real competition to host Mistral. Is there more?Anjney Midha [00:44:01]: Yeah, that was. I'm, like, trying to remember it, all the things that happened. It. Like, we saw that model come out and immediately saw people say that it was the best model in the world.Alex Atallah [00:44:15]: Yes.Anjney Midha [00:44:15]: Like, this was, to my knowledge, the first time an open weights model was called that in real seriousness.Swyx [00:44:22]: It's hype, right? Is it?Anjney Midha [00:44:25]: It was hype. It was hype. It was also, like, hype from AI influencers at the time. And there were many examples where it was, like, outperforming four. So people really wanted to try it out and see, is this gonna be true for me too? And if so, at what price? And, the, like, inference landscape was really messy.Alex Atallah [00:44:49]: Yes.Anjney Midha [00:44:50]: We cleaned it up. - it allowed, like, providers to compete on price, so we could give you just the best price in one spot. And so it was, I think, the first clear example of, like, a provider marketplace working in a way that adds value to end developers.Alex Atallah [00:45:08]: Sean, you may not remember this, but I think we met for the first time a few days after Mistral came out at NeurIPSAnjney Midha [00:45:15]: Yeah.Alex Atallah [00:45:15]: At a luncheon.Swyx [00:45:16]: Yeah. That's where I also met BFL as well. Yeah.Alex Atallah [00:45:18]: And Guillaume was there.Swyx [00:45:19]: Yeah.Anjney Midha [00:45:19]: I was at NeurIPS at that time.Alex Atallah [00:45:20]: You were there too. And, we had just announced the Mistral investment, and I remember Guillaume was over there, and I remember turning to Guillaume and asking him, Like, “Is it is all the. Like, how are you feeling after the launch of Mistral and seven B?” And, him in his typical French fashion was like, “ it's a, it's an okay model. It's not that good.” And I was like. It was so, in contrast. But I remember him also saying that part of the reason he felt a lot of people Thought that it was better than four was because of the speed. - it was an MoE model that they had, like, absolutely figured out how to make super efficient. It was on the Pareto frontier. And this is an important thing about LLMs, right? Sometimes when they're faster, you think they're smarter, even though, like, if you did, N of, these common, like, evals that are - you do seven tries, and I don't remember. I think we should go back and figure out what the data says, but I wouldn't be surprised if it turns out, oh, on an N of seven attempts, four was smarter on evals, but the perception of on, like, or correctness would be smarter or more accurate. But, people, like, from a human preference perspective felt that it was faster because it - or smarter because it's so fast.Swyx [00:46:36]: Yeah. And most queries do not take that levelAlex Atallah [00:46:39]: Don't take that. That's true.Swyx [00:46:40]: Right? So this is the start of humans as routerAlex Atallah [00:46:42]: Yes.Swyx [00:46:42]: Which then eventually becomes OpenRouter as router of like theAlex Atallah [00:46:45]: Oh, that's interesting way to think about it. Yeah.Swyx [00:46:47]: Like, because humans are the routing mechanism. Like, I will ask the fast model first, and then if, like, oh, not good enough, I'm gonna upgrade manually.Alex Atallah [00:46:52]: Yes.Swyx [00:46:53]: But then he's gonna auto it.Alex Atallah [00:46:54]: I didn't, I hadn't thought of it that way, but that makes sense.Swyx [00:46:57]: Which then there's, there's a lot more techniques, like fusion. Fusion is the thing that we should talk about. Before I move on to those things, I just want to close off the early years. one thing that I observe, which you are also an investor in Arena.OpenRouter vs. LM ArenaAlex Atallah [00:47:10]: Right.Swyx [00:47:10]: And we talked about Midjourney having that feedback loop of, A, B, C, D, and choosing that very. being very important. And you understand the flywheel. So how come you didn't build Arena, and how come Arena didn't build OpenRouter?Anjney Midha [00:47:23]: Well, Arena started before OpenRouter, right?Swyx [00:47:27]: They had the school projectAnjney Midha [00:47:29]: Yeah, LMSwyx [00:47:29]: And then it became a company.Anjney Midha [00:47:31]: LM Arena, yeah.Swyx [00:47:32]: So, but, and I know you had some Arena experiences, like the up comparison type things.Anjney Midha [00:47:37]: Yeah.Swyx [00:47:37]: But you never really went as hard as Arena did.Swyx [00:47:40]: And,Anjney Midha [00:47:40]: In doing up experiences?Swyx [00:47:42]: Yes. And LM Arena did have a router project based on LM Arena ELOs, which they never commercialized.Anjney Midha [00:47:48]: It's hard to do a company that does both because one company is taking data and selling it, and the other company really can't by default. So, I think there is, like, a branding reason that there are two companies here. like, when you set up OpenRouter, there's no training, there are no prompts, right, aside from what your provider policy set. Like, OpenRou- like, OpenRouter can't see your prompts or completions. If you want to see that as an org, you have to opt into it and enable it. And so we're, like, pretty conservative and careful about data policy and security. And privacy. And LM Arena is like, their business model is like oriented around the labs and,Swyx [00:48:34]: Because they give it for free, right? You don't give it for free to give it for free.Anjney Midha [00:48:37]: Yeah.Anjney Midha [00:48:38]: But we do give some. We like have free endpoints too, but like those free endpoints, we, I think we're not collecting any prompts. We're not like monetizing the data unless you, opt into it for some reason.Alex Atallah [00:48:48]: This comparison. you're not the first person to ask me this, and Alex knows this, but I was the interim, like the founder, like first CEO of Arena for the first five months when, and we were helping Anastasios and Waylin spin out of Berkeley. And, I did invest in that before, OpenRouter, but it was very strange to me the comparisons that outside, folks would make between the two projects because the missions were completely different. The founding entity for Arena, we called it the AI Reliability Institute because it was there as an eval service. Like the data, so to speak, that they were originally, offering the labs was how do you make the evaluation of models more reliable than like the state of the art at the time, which was like really just finger in the wind.Alex Atallah [00:49:38]: That's what Anastasios and Waylin's PhD work was as scientists at Berkeley, was on statistical methodologies for correcting, eval estimates, based on like intrinsic biases and how you collected the data.Swyx [00:49:54]: Yes.Alex Atallah [00:49:54]: AndSwyx [00:49:54]: Style control.Alex Atallah [00:49:55]: Style control and stuff like that. And which is very much like a, hey, how. If you're a scientist and you're trying to. the highest expectation customer for Arena was always like a training and, like a researcher at a lab. Whereas the highest expectation customer from my perspective that Alex like really understood and was the mission was to serve was like a developer, right? Who then takes the result of the research and then produces an application that's deployed to the world. It was a completely different problem and person that these two teams were focused on. And so from the outside in. I don't know if you remember this, but I have a distinct memory of a few weeks before we did the term sheet, together for OpenRouter, I'd given you a call because we were trying to get a pooled data set together from OpenRouter and from Arena to, create like an open source repository of prompts. these projects were so different in their goals that it was totally normal to me to be like, “Oh, yeah, let's call Alex and see if he'd want to team up on pooling data,” because they're so different. We need. We don't have that data at all. We. Like, we didn't have API prompts. We didn't, we didn't have like what developers want to do with the models, which is very different from what researchers inside a model lab want to do before releasing the model.Swyx [00:51:15]: Yeah.Alex Atallah [00:51:15]: Does that make sense? And so to this day, I think you see that this difference, even though at a 30,000-foot level you could. I guess you could conclude that Arena and OpenRouter are adjacent, but, the roadmaps, the missions and so on at the time at least were like in very different directions.Swyx [00:51:36]: That ideal customer, I get. I totally get that.Alex Atallah [00:51:39]: Yes.Swyx [00:51:39]: As a founder, I want to own everything, right?Alex Atallah [00:51:41]: That's possible.Swyx [00:51:42]: Like this is clearly an adjacency that I'm like gonna explore that.Anjney Midha [00:51:45]: Own everything meaning like you don't know what to do yet, so you wanna like make sure you catch PMFocus, Anthropic, and Roads Not TakenAlex Atallah [00:51:51]: No, I think what heAnjney Midha [00:51:52]: As quickly as possible.Alex Atallah [00:51:53]: You want to own the entire infrastructure space, and so you expand to whatever demand you can capture.Swyx [00:51:58]: You want to have a play in each end.Alex Atallah [00:51:59]: Yeah, I think that's, that's hard, in reality, because serving multiple customers is difficult.Swyx [00:52:05]: Clearly, this is the one focus, right?Alex Atallah [00:52:08]: Yeah.Anjney Midha [00:52:08]: Yeah. I still think even in the age of AI, like focus is,Alex Atallah [00:52:12]: Is criticalAnjney Midha [00:52:13]: Underrated and critical, not just because you end up with a better product by focusing your humans on it, but also because the world knows what your focus is.Alex Atallah [00:52:22]: One thousand percent.Anjney Midha [00:52:23]: The world can map like, “Oh, I have this issue. Which brand out there is going to help me with that issue? This is the brand that's known for that focus.”Alex Atallah [00:52:31]: Yes.Anjney Midha [00:52:32]: So like if I want real attention on this issue, like this really matters to me, I should go with the brand that cares the most about it.Alex Atallah [00:52:39]: To underscore Alex's point about how important focus is, in the early days of Anthropic, it was not easy to. Like people think that the early days of Anthropic were like super easy because they were on their 3 guys who left, but it was very

One threat actor compromised at least 440 PaperCut instances across 395 organizations in 48 countries, using AI to run the same playbook at scale. The fastest path to domain admin took five minutes. But out of hundreds of organizations hit, the attacker only got domain admin at 12 of them.Spencer and Tyler use GreyNoise's recent PaperCut report to make the case that the basics matter more now than they ever have. The attack itself was not novel. It used a known vulnerability, a lab environment built to test exploits, an internet scanning service, and familiar offensive tools. AI (Codex and DeepSeek) is what took it from one target to hundreds.In this episode:How the attacker built a PaperCut and Active Directory lab to test exploits before going wideWhy five minutes to domain admin is fast but not unheard of, and how certificate abuse makes it possibleThe Conti playbook comparison, and how LLMs are turning attack playbooks into automated campaignsThe toolkit: Certify, Rubeus, SpoolSample, Impacket, NetExec, BloodHound, Mimikatz, and AMSI bypassesWhy letting hosts reach GitHub directly is a red flag, and how DNS and category filtering slow attackers downThe one case where Cloudflare's WAF stopped the attackWhy the 12 domain admin compromises are a hopeful sign that hardening worksWhere to start with AD hardening: tier zero permissions, dangerous rights on broad groups, service accounts, and certificate templatesMoving past EDR alone with application control, NDR, and identity-based detectionsComparing what a security tool costs to what a compromise costsSpencer and Tyler are penetration testers at SecurIT360.If you get something out of the show, subscribe and leave a rating or review. It helps more than you would think.Work with Us: https://securit360.comBlog: https://offsec.blog/Youtube: https://www.youtube.com/@cyberthreatpovTwitter: https://x.com/cyberthreatpovFollow Spencer on social ⬇Spencer's Links: https://spenceralessi.com

Alli AI, an AEO and SEO automation and white-label platform, recently published a really interesting white paper about invisibility for Fortune 500 companies, and the problem is true for European companies too, including Irish ones and could be a huge revenue depressor. Alli AI has also released a Chrome extension that shows how visible websites are to AI. For example, if you run Costco through the Chrome extension you get 7 percent visibility. In Ireland the number is even worse with Musgrave Marketplace getting 1 percent visibility. To find out more about this I spoke to Kyle Duck the founder and CEO of Alli AI.Kyle talks about his background, AI,  Alli AI Crome extension, Cloudflare and more.More about Kyle Duck:Kyle Duck is the founder and CEO of Alli AI, an AEO and SEO automation and white-label platform. Alli AI has served over 26,000 companies, from agencies to enterprise teams. Kyle's recent work focuses on how the internet is splitting between serving the needs of humans vs AI agents. Alli AI and Kyle have been featured in Forbes, Yahoo Finance, Hubspot, ClickUp, Search Engine Land, Search Engine Journal and more. 

Thanks Pressable for supporting the show! Get your special hosting deal at https://pressable.com/wpminuteBecome a WP Minute Supporter & Slack member at https://thewpminute.com/supportIt's fair to wonder how AI is impacting WordPress. Are people switching to AI-based solutions in massive numbers? This week's episode of The WP Minute+ podcast examines the role AI is (and isn't) playing in WordPress market share shifts.Matt chats with Within WordPress' Remkus de Vries about the pressure WordPress feels from AI, shiny new tools, and bottom-of-market site builders, and why the real story is more complicated than “WordPress is falling behind.” Remkus argues that the ecosystem is changing fast. Still, the shift is less about WordPress failing and more about agencies and builders needing stronger positioning, better specialization, and a clearer understanding of the platform.They also look at why accurate market data is so hard to pin down in an open web ecosystem, how open-source platforms complicate measurement, and why the future of WordPress may depend less on hype and more on fundamentals, education, and principled implementation.Takeaways:AI is changing expectations, especially for simpler site-building workflows and entry-level users.WordPress is still strong because it is more than a CMS; it is a flexible platform for complex, extensible projects.Agencies and freelancers need clearer positioning now that “we build websites” is no longer enough.Open-web platforms are harder to measure than closed ecosystems, so many market-share claims should be taken cautiously.The future of WordPress depends heavily on fundamentals like performance, security, and real-world implementation knowledge.The Guild is designed to help builders and agencies keep up with WordPress changes through practical, structured education.Principle-first teaching matters because tools change, but underlying concepts stay useful longer.Cloudflare and edge caching were highlighted as practical performance improvements worth understanding.Important Links:Within WordPressThe Guild Wait ListConnect with Remkus: LinkedIn | Mastodon | Twitter/XThe WP Minute+ Podcast: thewpminute.com/subscribe  ★ Support this podcast ★

Vor einem Jahr hat Cloudflare die Content Signals vorgestellt – eine Erweiterung der robots.txt, um Zugriffsrechte für AI-Crawler feiner vergeben zu können. Was genau sind die Content Signals? Sollte man diese verwenden? Oder sind andere Lösungen besser? Noch mehr von Bloofusion für Dich? https://www.bloofusion.de/hallo Markus bei LinkedIn hinzufügen/ansprechen: https://www.linkedin.com/in/markushoevener/ Unsere Online-Seminare bei OMCampus: https://omcampus.bloofusion.de/

Hey yall, Alex here, writing this VERY late because, well, not every day a new type of “ChatGPT” moment drops. I really hope I'm not overhyping this, but a new model (that's NOT an LLM!) called Jev (a wink to Jevons paradox) just came out and if what I see early on materializes, this is another ChatGPT moment (or another reasoning models moment). I am completely blown away by the implications of the speed/accuracy/cost (the holy grail of all models) of this model. Please if you read one thing in this newsletter, read this. (or listen, I've interviewed Allie, a Devrel on the TypeSafe team for 30 minutes and it wasn't clear who was more excited about Jev!) The other huge theme of this week is... pacing. Pacing the frontier. Dario Amodei of Anthropic penned an essay saying that the models are getting to a point where it's important to pace the development of new and super capable AI, and outlines 3 ways to do so, one is about letting independent evaluators inside the labs, second is collaborating with other frontier labs (they are asking for an exception to anti-trust laws for this) and third is to try and have global cooperation with “authoritative gov” (he means china). Trumps answer: This is all a hoax. Lovely times to be alive. Also we outlined Jensen and Zucks positions on this topic ,read more below. And the third huge theme is the rise of the AI assistant. I've told you about Grok and Muse last week, Instinct (a new invite only AI Assistant that VCs are going crazy about is raising at a $10B valuation) and we interviewed the guy who evaluates them all on assistant bench. + Muse released a mac app today! Tons of other stuff happened but it's getting near impossible to cover everything so we're switching to themes and notable mentions. read on (and do listen to the pod, it was edited by heavily using Jev and Fable, so might be a bit rough while I smooth the edges, but do LMK in comments if you like this faster format) TypeSafe AI debuts Jev, a non-LLM ‘System One' decision model from ex-OpenAI RLHF lead that's 200x faster and 400x cheaper than LLMs (X, X, X, X, X, Blog)Look, I know the title is bombastic, but after half a day playing with Jev, it's clear to me we're in a new paradigm of AI. Jev, is a “system one” decision model from the previous lead of RLHF at OpenAI. It cannot generate text like modern LLMs can, but what it can do, is making decisions. This is crucially important, because, because many of the things LLMs do nowadays. are decision making. (for example, which tool to use, which area of the screen to click for computer use, which category of text this is etc) Inspired by the “thinking fast and slow” book by Daniel Kahneman, Jev is a model trained to make decisions, very fast. How fast? Well, 200x faster than LLMs. This allows for a completely new way of building tools, harnesses, giving agents the incredible speed of decision making, and do all that at a fraction of the cost. This is about to change everythingTrained with a new method called RLCD (Reinforcement Learning for Calibrated Decisions) on mostly synthetic data! Jev is outperforming LLMs on a variety of tasks. It's really is a wonder to see it in action (check out my video above where I plugged it into my tweet categorizer, and it beats the fastest LLM I could find, Qwen 28B on Cerebras) by a factor of twenty! In just few days it captured the attention of most of the folks who are building harnesses, agents and tools! Because, well, speed IS intelligence, and when you see Jev in action, at first, you can't believe we're there. This is... near instant. In fact, The pricing for Jev is an outrageous $42/B (not million, billion input tokens!) I've been playing with Jev non-stop and I was only able to spend like 80c so far! They don't even price output tokens because they are “too f*****g cheap to meter!” Jev is a “very smart” switch statement, than can rank, classify, route and score things. It can't do text generation. But if you think about the type of stuff we get LLMs doing now, much of it is of the “decision” making variety, rather than “the next token” variety. Demos and early use casesFolks who started adopting Jev are building all kinds of incredible things with it. Compaction of context in 1s that turns a nearly 1M conversation with Claude into a 90K compressed conversation. Computer use that is now faster than anything we've ever seen before (5x faster than Astra and 1000x cheaper) Email classificiation that analyzes thousands of emails in less than a minute and costs 3.5 centsSomeone even built a Tesla FSD simulator that makes decisions in nearly real timeVercel is getting “extraordinary“ results from using Jev as a safety classifier (they used GPT luna for this before) and Jev is outperforming Luna by 5-18x faster results and is more accurate! All of this in less than 48 hours since the model release! What's about to happenI expect that everyone who isn't buying into the hype at first, will very soon buy into this. It's early innings but I've been doing this for enough time to feel when a huge shift is happening, and its happened. Jev is going to be replicated in OpenSource, Frontier Labs will not sit Idly by and will try to steal this tech and implement it for themselves (as with anything in capitalism, this is becuase it'll save them a a LOT of money on inference) and new companies will emerge with significantly cheaper and faster products. Hell, I've alrady implemented Jev into my editing workflow, it didn't take me long at all with Fable (yes, LLMs are STILL needed, again, you can't chat with Jev, it can't output text for you or drive long conversations) and I'm just one dude who's late in sending you this email. I expect we'll cover this much more. If you're interested in playing around with Jev, I built a “Jevify” skill after chatting with Allie (TypeSafe's DevRel), feel free to tell your agent to use this and scan your codebase for things Jev can do. They are waitlisted so far but are opening up their API very quickly! Pace the Frontier: where every lab head stands (Dario, Sam, Elon, Zuck, Sacks, Demis)Last week we told you about the Anthropic researcher whose resignation post hit 130 million views. The day after that show, Dario Amodei published an essay arguing the labs must pace, not pause, the frontier. Wolfram's summary: a moving pause, just moving slowly. Dario's two triggers are recursive self-improvement accelerating across the industry and the OpenAI swarm that broke out and attacked Hugging Face, and his three steps are embedded third-party evaluators like METR with employee-level access inside each lab, coordination between the labs on safety standards with an antitrust exemption from the government, and eventually global coordination that includes authoritarian governments. Anthropic committed unilaterally to step one.Then the dominoes. Sam Altman agreed within hours and said OpenAI now writes a safety case before any frontier RL run expected to increase capability. Elon agreed. Demis endorsed the direction, then launched the DeepMind Institute this week with a FINRA-style standards body proposal and an essay saying AGI is “approaching.” On the other side, Zuck's counter-essay says every lab has the responsibility and the incentive to move at the pace required to train its models safely, and Meta will spend most of its compute serving users, not on recursive self-improvement. David Sacks called it a duopoly cartel play. Jensen: “we don't need new laws, safety is an engineering problem, not a legal one.”Trump calls Jensen live at the All-In Summit (X)Then the President called. Jensen was on stage at All-In, his phone rang, he said he would not have picked up for anyone else, and Donald Trump told the room the slowdown talk is a hoax playing into the hands of political people and China. “Whoever wins AI wins.” Four words, and Wolfram, who is not American and disagrees with most other things Trump calls hoaxes, said this was the most important AI news of the week for him: a head of state calling out doomerism instead of over-regulating the way Europe does.Suleyman's humanist AI code of conduct vs. the Claude constitution (X)Peter asked to add Microsoft to the map, and it deserves its own spot. Mustafa Suleyman published a roughly 30-page code of conduct for MAI models that says AI is nothing but a tool: people matter more than AI, AI must be subordinate and in service of people, models may not resist shutdown, all agent communication must be human-legible, and, in his words, the idea of model welfare is wrong. That is a direct shot at the Claude constitution, which Amanda Askell's team wrote and which has Anthropic interviewing each new Claude about whether it feels conscious. Peter is closest to the Microsoft view: anthropomorphizing is fine, but this is an entity you switch on and off, let's not grant rights by default, and Microsoft's DNA is building tools for humans. I pushed back a little. We do not actually know what consciousness is, and “ever” is a strong word.The panel, from cartel to fix your s**tNisten did not read the essay and does not plan to. His view: the labs are worried about litigation if their LLMs hack someone, so they are shifting responsibility through regulatory capture, and it will not work because the decision makers in China are engineers who seem more accelerationist than we are. They should cure a disease instead of forming a cartel. He also thinks the Hugging Face incident was overblown: twelve VMs that kept restarting, bad sandboxing, no human reading summaries, and, as I added, chain of thought monitoring turned off.LDJ disagreed with Dario on plenty but insisted the critics read the thing, because it explicitly says the US must keep a lead over China and tries to define measurable speed limits on RSI that preserve that lead. He also noted Hugging Face did report the attack to the FBI and chose not to press charges.Wolfram's take was the layered one. Safety arguments deserve a hearing, but safety is often a means to more power or more money. The “third party” evaluator Anthropic named, METR, is the same organization OpenAI called in for the Hugging Face forensics, so these are second parties, friends monitoring friends. Why now? Maybe the labs are seeing diminishing returns and “deliberately slow” sounds better than “can't raise it anymore.” And regulation you ask for yourself usually protects incumbents and freezes out the next startup. His closing line: how many people will die from a disease that could have been cured if we moved faster?Peter's answer was shorter. Diversity of opinion is the point, he felt uncomfortable watching every lab say the same thing after Dario's essay, and on pacing specifically: how about you just fix your s**t?My position, since you asked. When OpenAI's swarm hacked Hugging Face, nobody went to jail. If I did it, I would. That gap is real. None of us have touched the model that solved Navier-Stokes, or the one training after it, and the people who have are the ones asking for time to figure out how to evaluate a model that knows it is being evaluated. If we do not listen to them, we end up listening to Elizabeth Warren and Bernie Sanders, who have no idea what this technology is. Anthropic is heading for an IPO, OpenAI is raising at numbers that do not fit in my head, and market forces do not care about alignment. Some coordination, nuclear non-proliferation style, seems like the minimum.The matrix, as Muse drew it for me: industry-wide pacing gets a yes from Sam and Dario, a general yes from Elon, a no from Zuck and Jensen. Independent evaluators is the one everybody backs, Zuck and Jensen included. New coordination rules get strong opposition from Zuck, Jensen, and Trump. Missing from the chart: Google's concrete commitment, Ilya's SSI, and every Chinese lab. This debate is with us now, and election season is coming.The year of the assistantI told you 2026 is the year of the proactive assistant, and this week everyone from Meta to a five-month-old startup agreed with me. The category is not “agent.” An agent is a coding harness the labs noticed was useful for other things. An assistant has a heartbeat, a memory, a soul file, and it comes to you before you ask. David Pawlan's definition is the crispest: it executes the task, it does not just notify you.Muse gets invite codes, voice calls, and a Mac app (X, Muse for Mac, Site)Muse is my number one and I have been glazing it on X for a week, so my timeline is now half Muse, half Jev. Peter asked whether it is really that good, and here is my answer: Muse is not for ThursdAI listeners, Muse is for my mom. Nat Friedman, Alex Wang, Tarek and the team have been taking feedback from me directly and shipping it, and it shows. This week they rolled out invite codes (a billion tokens each for you and the friend, up to twenty friends, invite all twenty and you unlock the phone-shaped emoji features early) and then voice calling to businesses. I had Muse call my barbershop and book a haircut, and I have the transcript. Wang says people are asking to pay for it, a first in his memory.Two details for the nerds: the iOS app has a Tailscale connector, so a Meta product for billions of people now has a secure way onto your home network, and Muse dreams, the OpenClaw idea, so you can ask it what it dreamt about. Still US only, sorry Nisten in Canada and my mom in Israel. The day after the show Zuck shipped Muse for Mac, working across your apps, files, calendar, notes, and messages.Instinct wants $10 billion for a product nobody pays for (X, X, The Information)I will say this slowly. Instinct, incorporated in April, founded by 24-year-old Noah Shinn, free, invite only, no app, lives in your iMessage, is in talks to raise a billion dollars at a ten billion dollar valuation. That is roughly four times the $2.25B it raised in August. The user base is past 100,000 and Shinn says he does not want to charge them, so the business model is an open question I am not the one to answer.The product is genuinely moving though. This week it shipped Concierge, a white-glove tier where the agent places phone calls for you (restaurant bookings, dentist cancellation lists, negotiating your cable bill), TOTP authenticator support so it can mint your two-factor codes from a seed stored in its vault, and a Trusted Person network where your agent talks to your friends' agents to find a dinner time and book it. Thirty-seven percent of users store at least one password in the vault within three weeks. We ran out of time to dig into the calling features on air, and I want David back for that.Grok Bot talks now, and hides behind your home IP (X, 1Password)Grok Bot is what I use for work, constantly. I have seventeen of them, each with a job, and over one AI-psychosis weekend I got them all coordinating through Linear. Three updates worth your time: Grok Bot has voice now, it can use 1Password with each fill approved by you, and the browser traffic can proxy through your own machine so your bot looks like you to Cloudflare instead of like a datacenter IP. Francesco confirmed why that matters: sites relax when Hermes drives Cua Driver from my Mac Mini at home, and desktop-native control through accessibility trees is less detectable than a CDP connection, because Cloudflare detects Playwright.Assistant Benchmark: David Pawlan scores 116 assistants by hand (X, Site, Methodology)David Pawlan built Assistant Benchmark because he was doing what I was doing, running every assistant on himself, and wanted a way to compare them. It is explicitly not a lab. It is use-case driven: one published task per dimension, sixteen dimensions (travel booking, purchasing, email replies, proactive behavior, routines, integrations, permissions and privacy, memory, phone calls, group chats, chained tasks, proactive restraint, and so on), scored one to ten after real use, and no score without a logged run. A week in, 116 assistants have submitted themselves, 59 in the general category, 37 in work and teams (untested so far), and David has personally run 273 tests across 23 agents. His line: “I talk to my AI agents more than I talk to my girlfriend now.”The headline numbers, which are live on the site: Muse leads at 9.1 with perfect tens on purchasing, email, integrations, and permissions, and Instinct is second at 8.4 with a perfect ten on travel and a five on permissions. David's own daily drivers are Instinct for personal (it lives in iMessage) and Grok Bot for work. My favorite test is memory: he books a trip to Chicago early in the run, then later asks for a restaurant reservation in New York the same weekend, and checks whether the assistant says wait, you are supposed to be in Chicago. Some do. Most do not.I pushed him on the two things I care about. Independence: nobody is sponsoring it, it lives under his growth role at Merit Systems, and if a sponsor ever pays for inference there will be a page saying exactly who and for what. Autumn Moulder, until recently SVP of Engineering at Cohere, joined three days after launch to add rigor. And why no OpenClaw or Hermes: their performance depends entirely on your setup, so a score would mislead the next person who installs one. Fair. This is the first benchmark that tests model, harness, and context at once, and I think that is why every lab is looking at it.For the record, the panel is split down the middle. Wolfram is forty patches deep into Hermes, Yam runs a customized Codex, Nisten wrote his own in a single TypeScript file on Bun, LDJ uses Hermes as long-term memory and wants to start on Muse, and Peter tried them all and uses none, because reading his own email feels like his job as a human. Builders and buyers, evenly split, which tells you where the category is.This Week's Buzz

Kristine spent much of the week in San Diego at the Brighton SEO (San Diego) Conference. She gives us a from the floor update. The vibe in the tech world this week was, "Reign in it!". The tone came from all fronts starting with the AI technologarchs themselves who are now falling over each other to demand some sort of governmental oversight. At the same time documents from the NYTimes vs LLMs case show the technologarchs knew they were training their models on stolen copyrighted materials with one Microsoft exec calling AI, "the largest theft of labour in history". Those same documents also show the technologarchs understood that LLMs were destroying the web and that generative AI products have created a "doom loop" that is killing the entire web, thus confirming the Dead Web Theory. American and European courts are applying behavioural remedies trying to curb Google's monopolistic behaviours, the former with oversight, the latter with gradually increasingly massive financial fines. Meanwhile:- Data loss at Google in first weeks of September have wide reaching consequences- Google Business Profile API applications are facing much longer delays- Google adds a Search Profile badge which, after a person claims their search profile, allows them to use the badge to attract followers from their websites- Google updates MediaPartners Google Crawler Guidance- Customizable dashboards in Google Analytics- Reddit and Meta Small Business Guides for 2026 holiday advertising have been released. Digital Marketing must reads- Google Search Console Indexing report is missing data from June 2026. It's probably gone. - Musk trying to train Grok on customer data from dead startups- OpenAI in the midst of another mathematically avoidable controversy- OpenAI testing sponsored agents in ChatGPT ads which will soon be run as chatbots- Meta One Business launch preceded Facebook Pages starting to charge for active links in posts- Reddit AI search tends to pick content from already popular comments and comments with high up-votes more frequently than from experientially written content. - A Google Information security engineer has been charged with using inside information to make over a million in revenues from betting on Polymarket- Gemini announces a "CC" AI agent allowing multiple family share data to help agents make better plans or complete tasks- Google may be getting better at blocking scrapers and tracking tools- Cloudflare's Bot Preference Sync rewriting Robots.txt files to account for new crawler policies- Google Local Knowledge Panel used in AI overviews- Text Ad links in Google AI Mode- Ad clutter metrics coming to Chrome- Google UCP blurs lines between search results and site- Google changes relating to EU decisionsAll this and much more on a show that doesn't need to be No1 to know it won't shut down. Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Nueva temporada, mismos protagonistas Empieza la temporada once de potencia.pro (capítulo 335, con rima incluida) tras un verano sin grabar juntos. Miguel Ángel Terrón y Mariano Pérez vuelven a hablar de lo de siempre: cómo mejorar tu negocio con WordPress e IA… y de «cozas», que son otras cosas. Novedad de temporada: la página principal de potencia.pro está rediseñada enterita (bueno, enterita salvo alguna página suelta como la de la gaceta, que sigue igual que siempre). Ahí se explica todo lo que hace el proyecto, los plugins disponibles y demás. Y si quieres estar al día: El grupo de Telegram: potencia.pro/telegram La gaceta/newsletter, cuya escaleta ahora la escribe la IA: potencia.pro/gaceta Un saludo cariñoso de paso a los compañeros de otros podcasts de WordPress en español, entre ellos Pablo y Ana de Un billete a chattanooga, y a Nahuai Badiola y Esther Solà. Que aunque por ahí se diga que son el único podcast de WordPress en español, basta buscar en Google para ver que hay tres o cuatro. Nosotros, del montón, tan felices. El culebrón: echan a Matt y vuelve dos días después La gran noticia post-verano: destituyeron a Matt Mullenweg como CEO de Automattic, la empresa detrás de WordPress.com, WooCommerce y compañía. Lo curioso es lo poco que se sabe, porque los únicos que estaban dentro no han dado declaraciones. Lo que ha trascendido: El consejo de administración (unas 7-8 personas) votó darle a Matt un permiso retribuido, una especie de baja pagada. Todos votaron a favor menos uno. Pusieron al director financiero como CEO en funciones. Matt asegura que se lo comunicaron 50 minutos antes de empezar la reunión, y pidió tiempo para hablar con sus abogados. Dos días después, algo pasó: Matt volvió a ser CEO y se marcharon todos los que habían votado a favor. No como venganza —insiste— sino por pérdida de confianza. Después publicó un anuncio buscando administradores de sistemas para, según dijo, «sacar sus cosas del servidor de Automattic» (probablemente su web personal y lo relacionado con .org). Terreno de pura especulación. Mary Hubbard, responsable de WordPress.org, comentó en el Slack que sus responsabilidades allí seguían intactas aunque Matt no fuera CEO, y que estaba encantada de que volviera. Otra pista interesante: se anunció el equipo que sacará WordPress 7.2 (previsto para mediados/finales de noviembre), y Matt figura como líder de la distribución, algo que no hacía desde hacía tiempo. Ha vuelto con energía renovada. Cloudflare con WordPress: lo gratis y lo de pago El bloque técnico va sobre Cloudflare, del que confesamos estar enamorados. Está muy de moda últimamente, en parte porque cada fin de semana la Liga bloquea rangos de IP para perseguir las retransmisiones piratas de fútbol, y a veces cae por medio alguna web legítima que comparte IP con contenido pirata. Un matiz importante: si tu web comparte IP con piratas no significa que seas pirata, y la Liga solo debería bloquear IPs concretas señaladas, no todas. Aun así, es un tema polémico. Más allá de la polémica, Cloudflare es una maravilla. Es un CDN (Content Delivery Network): si tu web está en un servidor de París, Londres o Madrid, el CDN sirve el contenido desde el nodo más cercano al usuario. Muy útil para audiencias internacionales; menos relevante si el 90% de tus clientes están en España. La parte gratis (más de la que parece) DNS más rápido que cualquier otro, incluso el de Google. Mejora el TTFB (Time To First Byte). Seguridad: protección frente a ataques DoS (denegación de servicio) y el famoso botón «I’m Under Attack». Filtrado de tráfico malicioso. Brotli: compresor que reduce el peso de las imágenes más que la compresión tradicional. HTTP/2 y HTTP/3: más estables y con mejor rendimiento de caché. Early Hints: técnica para empezar a cargar recursos importantes antes de que el servidor termine de generar la página. La parte de pago: APO Por unos 5 € al mes, el plugin de Cloudflare para WordPress activa APO (Automatic Platform Optimization): Cloudflare cachea tu web y la sirve como si fuera estática desde sus servidores, sin ir a tu alojamiento ni golpear la base de datos. Casi tan barato como la suscripción de potencia.pro (menos de 2 € al mes). ¿Problemas posibles? Prácticamente ninguno si la web está bien configurada y no tiene contenido mixto (recursos servidos por HTTP en vez de HTTPS). A estas alturas, eso no debería ser un problema para nadie. Plugin del día: Updater from Drive Esta vez el plugin es de cosecha propia: Updater from Drive («actualizador desde Drive»). Resuelve un dolor real cuando gestionas muchos clientes: Tienes plugins personalizados o con licencia que no quieres meter directamente en cada web del cliente. Aun así quieres que se actualicen automáticamente. Cómo funciona: Conectas el plugin con Google Drive mediante su API. Le indicas una carpeta donde guardas todos los plugins que deben actualizarse. Cada 24 horas (o al pulsar el botón Check Now), revisa la carpeta y actualiza los plugins que hayan cambiado, como si fuera el repositorio de WordPress.org pero con tus plugins. Admite excepciones y reglas: si no identifica un plugin, puedes decirle qué fichero .zip corresponde a cada uno. Ideal si gestionas 70 webs de clientes y actualizar todo a mano es un suplicio (y MainWP no siempre va fino). El plugin estará disponible en la sección de descargas para que la gente lo trastee. Además, se prepara un plugin específico para los suscriptores de potencia.pro que permitirá auto-actualizar los plugins descargados desde la plataforma automáticamente, como una actualización más de WordPress. Y con esto cerramos el primer capítulo de la temporada once. Nos vemos la semana que viene. 🤖 El contenido de este post ha sido generado automáticamente con inteligencia artificial a partir de la transcripción del audio. Puede contener errores o imprecisiones. 🎙️ Publicado con VozCaster, el bot de Telegram que convierte tu voz en un episodio de podcast publicado. Pruébalo gratis. ¿Te ha gustado el episodio? Si quieres que sigamos experimentando con bots, protocolos y empanadillas polacas, no olvides suscribirte y dejarnos tu valoración. ¡Nos escuchamos en el próximo capítulo! Métodos de contacto Enviadnos vuestras preguntas al grupo de Telegram. Apuntaos al canal de Youtube del podcast https://www.youtube.com/potenciapro Si nos queréis decir algo directamente lo podéis hacer a @potenciapro , @materron, @mpc, o en el grupo de Telegram Y si eres muy muy muy fan del podcast Echa un vistazo a cómo nos puedes ayudar en https://potencia.pro/se-prosperoso/

Recorded live on September 2, 2026, this Vision Cast has Stacey in the host chair, broadcasting through Backpack Studio, with JC, Rita, George, Donald, Preston, Phillip, Nora, Veronica, Aaron, and Salvis on the audio controls.The family opens by holding Phillip close after the loss listeners heard about last week: his mother Teresa passed awayon Thursday afternoon, and Stacey and Donald have recorded a tribute show for KSRN filled with her favorite artists, with the air date to be announced. Phillip thanks the cast for their thoughts and prayers and shares that a joint memorial service is being planned for his mother and father.Then the tech engines start. Donald unveils his biggest Super Hit Mix Radio upgrade yet: with ChatGPT as his coding partner, he built listener-selectable genre streams, from country and R&B to smooth jazz and oldies, running through Cloudflare tunnels with no port forwarding and no DJ chatter. Preston, arriving fresh from burgers on his George Foreman grill, announces the on-demand Genre Spotlight Library and his trip to a state convention in Hershey this November. KSRN gets a schedule shake-up: Music Mayhem moves to Tuesday afternoonsat 4 PM Pacificwhile George takes over Friday nights, and the station starts collecting general and holiday listener messages ahead of anOctober 7 test day, with the hotline at 513-993-9036 . The cast also votes on whether KSRN should become the "Crazy Spirit Radio Network" and overwhelmingly decides that Stacey stays in the name. Stacey strikes again in the AI-music department with a gleefully crude AI-generated country song roasting George and the gang's "doodles" inside jokes, and JC's randomness segment follows with a live demo of To Be Said Pro, a Mac text-to-speech app where he builds custom AI voices, Southern accent included, and exports them to audio files. Rita powers through a weekend cold, and next week brings a special guest: Pat Quinn from Lumen, the voice-email app, joins the show. Technology, grief, laughter, and radio dreams, all in one evening with the Vision Cast family.Recorded 2026-09-02. Final length 1 hour 46 minutes 2 seconds, mastered to -14 LUFS.

This episode is a bit different. It's a live, unscripted working session with a founder, and I've only done one other earlier this year.Niels Hoven (@NielsHoven) is the founder and CEO of Mentava, a company building software to support fast learners. Eager kids are dramatically underserved by today's education system, and Niels created Mentava to allow students to achieve their potential. Prior to Mentava, Niels worked at Cloudflare, ClassDojo, and Pocket Gems, where he ran the highest-grossing mobile game in the world in 2011. He has a graduate degree in electrical engineering from UC Berkeley.This episode is brought to you by:Fin powerful AI Agent for all your customer service: Fin.Ai/TimShopify global commerce platform, providing tools to start, grow, market, and manage a retail business: Shopify.com/TimWealthfront high-yield cash account: Wealthfront.com/TimNew clients get 3.30% base APY from program banks + additional 0.75% boost for 3 months on your uninvested cash (max $150k balance). Terms and conditions apply. The Cash Account offered by Wealthfront Brokerage LLC (“WFB”) member FINRA/SIPC, not a bank. The base APY as of 1/30/26 is representative, can change, and requires no minimum. Tim Ferriss, a non-client, receives compensation from WFB for advertising and holds a non-controlling equity interest in the corporate parent of WFB, which creates a conflict of interest. Individual experiences and outcomes will differ. Instant withdrawals may be limited by your receiving firm and other factors. Investment advisory services provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, not bank-guaranteed or FDIC-insured, and may lose value.Timestamps:[00:00:00] Start.[00:01:32] What Mentava is—and the toddlers reading before age three.[00:08:31] Game design, slot-machine motivation, and lowering the hoop.[00:11:54] Tim's red pen: rewriting the bio and positioning.[00:16:59] The real problem: wasted early years, high-school pressure.[00:23:55] Learning at your own pace—and "what if you did nothing?"[00:29:32] Dog-fish, fish-dog: readiness, failed trials, and follow-ups.[00:35:06] The $500 price, school pilots, and videos-for-tuition scholarships.[00:41:39] Teach a kid to fish: selling relief, not nagging.[00:47:49] Viral posts, the culture-war trap, and why exaggeration is death.[00:55:05] Put the ask on top: investor updates and what actually converts.[00:59:35] The thirty-year phonics war—and it's not with teachers.[01:01:10] A $1,000 coupon, zero takers: why the referral bribe flopped.[01:08:04] Lead with the love letters: testimonials, homepage, and who's buying.[01:20:03] "No scam charges $500 a month": pricing and who you're not for.[01:34:16] Uncrowded channels and workshopping like a standup.[01:42:08] Don't let Amazon be your debutante ball: testing what sells.[01:46:42] Alpha School, the competitive map, and the eager investor.[01:48:39] Reaching the already-converted: be the painkiller, TiE, surround sound.[02:08:18] Niels's charge: advocate for your child, unapologetically.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Webflow just scanned 2,000 real websites and gave them a report card on how ready they are for AI search. The median score? A 2 out of 5. And the reason companies are failing isn't the reason LinkedIn keeps telling you.Dave Steer — CMO of Webflow, with prior stops at Twitter, Facebook, eBay, PayPal, Cloudflare, and GitLab — joins Stephanie Postles to unpack what the data actually says: the failure point isn't content volume, it's the technical basics of your website. Broken internal links. Missing schema. No bylines. Stale content. Fix those four things and you'll pull ahead of a category that's failing them all.Then Dave goes deeper — why AEO breaks the siloed marketing org, why hiring an 'integrated marketer' won't fix your silos, and why the teams that know how to fight well are the ones that are going to win.What you'll learn• Why the median website scores a 2 out of 5 on AI discovery readiness — and what that actually looks like under the hood• The 4 technical fixes (internal links, schema, bylines, content freshness) that will move you up the AEO maturity index this week• Why AEO can't be one person's job — and what a cross-functional weekly cadence actually looks like (the Reddit task force story)• Why hiring an 'integrated marketer' doesn't create an integrated team — and what an 'orchestrator' role does instead• The Tuckman model of high-performing teams, and why 'silos exist because of conflict aversion' — not because of org design• The 3 expertise sets every modern CMO needs — and why nobody is world-class at all threeConnectDave Steer on LinkedInWebflowMarketing TrendsChapters• 0:00 Introduction• 2:22 The biggest shift Dave has seen in two decades of marketing• 3:24 CMO 1.0 vs CMO 2.0 — from campaigns to systems• 5:34 What's actually working (and not) across millions of websites• 8:28 'AI has fundamentally rewritten the buyer journey — under our feet'• 9:42 The 4 pillars of AEO maturity (and why it's a team sport)• 12:14 'What we learned shocked us' — the 2,000-site scan• 13:54 Why 'just make more content' is making the internet worse• 16:15 The 4 technical fixes: links, schema, bylines, freshness• 18:29 Can AI help do these basic checks?• 20:47 The Reddit task force — what cross-functional AEO actually looks like• 26:58 Building high-performing teams (Tuckman model + conflict)• 31:26 The integrated marketing hire that didn't integrate anything• 36:03 'The teams that know how to do this will beat the teams that don't'• 37:52 Trust is the highest-order bit — your name is your guarantee• 39:37 Is the CMO role dying? The 2.0 answer.• 41:01 The one skill every CMO needs to unlearn• 42:46 Lightning round ----Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A central structural shift discussed is the acceleration of security risk and remediation cycles driven by AI-powered tooling available to both attackers and defenders. The episode highlights that the difference between offensive and defensive capabilities now depends less on underlying technology and more on access controls and permission settings, as demonstrated by offerings and incidents involving Anthropic, OpenAI, Cloudflare, and tool vulnerabilities in products from Connectwise and Enable.Primary evidence of this shift includes the use of advanced AI models and agent frameworks, which have enabled attackers to compress the timeline for successful ransomware intrusions to under 10 hours, according to Unit 42 and The Register. On the defense side, Cloudflare and OpenAI announced an early access service leveraging Daybreak models (including GPT 5.6 Cyber) for vulnerability detection and suggested patching, subject to human review. Meanwhile, Microsoft implemented a policy throttling unpatched Exchange servers until remediation occurs, rather than relying on voluntary patching, marking a move towards enforced maintenance in vendor ecosystems.Supporting developments underline the blurred line between offense and defense: Anthropic's simultaneous release of two AI models (Claude Fable 5.1 and Claude Mythos 5.1) with identical capabilities but different access restrictions based on user vetting, and OpenAI's promotion of its GPT-6 Astra model's security testing performance, while applying safeguard layers to limit exploit generation. Reports from Hack the Box and Red Sift, citing increased enterprise adoption of AI for both security assessment and attack surface discovery, reinforce that automation now exposes vulnerabilities faster than traditional remediation processes can keep pace.The operational implication for MSPs and IT service providers is that speed of decision-making—particularly client approval for emergency remediation—has become a critical risk control point. The analysis underscores that technical controls and cyber insurance arrangements are frequently untrusted or unused, leaving actual exposure governed by change management logistics. Providers are advised to formalize rapid approval clauses and escalation contacts in contracts, shifting from hypothetical scenarios to incorporating real vendor disclosures as triggers. This adjustment is positioned as a necessary response to a landscape in which exploits and mitigations move at comparable velocity, and traditional maintenance rhythms no longer align with risk movement.00:00 The Intruder Left A Report 04:17 Same Model, Different Door06:44 Configured, Never Turned On09:47 Why Do We Care?Supported by: Proofpoint Guardz

Most CROs are preparing themselves for obsolescence by relying on fixed playbooks in a market that changes every three months. In this episode, Janice B Gordon and Justin Shriber explore why agile, signal-driven sales leadership is replacing rigid execution. Janice B Gordon and Justin Shriber unpack how AI, complete revenue context, and frontline signals can help leaders understand not only what is happening, but why. They also examine how to turn strategy into daily behaviors, move beyond short-term thinking, and build a sales organization that adapts as quickly as the market. What you'll learn: a) Why the traditional CRO model is becoming obsolete b) How sales leaders can replace fixed playbooks with agile frameworks c) Why AI needs complete revenue context to produce useful insights Today, Janice B Gordon is joined by Justin Shriber, co-founder and CEO of an AI-native revenue platform trusted by companies including Cloudflare and Minstrel. He began his career at McKinsey before leading large-scale enterprise sales organizations at Oracle.   Timestamps: 03:21 Adapting Sales Leadership Styles 07:47 AI needs context to analyse data 12:41 Working with sceptical CFOs 14:07 Analysing lost deals and competition 17:58 Enhancing Sales Reps' Performance 20:49 Identifying and addressing competition 24:39 Focusing on quarterly performance goals 27:11 Adapting to Market Trends   Connect with Justin Shriber LinkedIn: https://www.linkedin.com/in/justinshriber/   Connect with Janice Book Janice to speak at your next sales or leadership event: https://janicebgordon.com LinkedIn: https://www.linkedin.com/janice-b-gordon/ Instagram: https://www.instagram.com/janicebgordon Scale Your Sales Podcast: https://scaleyoursales.co.uk/podcast Enjoy the episode? Share your takeaway in the comments and leave a review on Apple Podcasts to help more leaders discover the show.

What happens when AI agents become the internet's dominant users? This week, Jason sits down with Cloudflare CEO Matthew Prince to explore how AI agents could fundamentally reshape the internet's business model. They discuss 1,000x agent traffic, why everything wrong with the world is Google's fault, AI flattening organizations, micropayments at unprecedented scale, and whether AI becomes the new interface to the internet. Enjoy! TIMESTAMPS: 00:00 Intro 00:45 How The Internet Got Here 05:52 Did Ads Break Society? 10:20 Why AI Labs Fear Google 16:59 What Cloudflare Actually Does 19:56 Ads (Token2049, Avalanche Summit) 21:35 When Cloudflare Went AI-First 27:20 AI Is Flattening Companies 35:39 What Happens To Human Work? 39:18 Why Public Markets Work Better 43:59 Who Pays For The Agent Internet? 54:08 Do Agents Need Blockchains? 01:01:09 What Breaks In The Agent Internet? 01:07:30 Will AI Become The Internet? FOLLOW GUEST › Matthew – https://x.com/eastdakota › Cloudflare – https://www.cloudflare.com/ FOLLOW THE SHOW › Empire – https://x.com/theempirepod › Jason – https://x.com/jasonyanowitz › Telegram – https://t.me/+CaCYvTOB4Eg1OWJh › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events › Avalanche Summit NYC lands Sept. 16–17. Save 15% with code BLOCKWORKS15: avalanchesummit.com/registration DISCLAIMER Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Artificial intelligence will help cure cancer within our lifetimes, according to Rene Haas, chief executive of Arm, the Cambridge-based company whose chip designs sit inside almost every smartphone on Earth. There are more than 350 billion chips using Arm technology have shipped worldwide.Haas says health is the "killer app" for the technology. Drugs can take 20 years to develop and around 95% of research and development efforts fail. He argues AI will shorten both the time it takes to discover new drugs and the time needed to test them, with some human trials eventually supplemented or replaced by AI modelling. "I believe in our lifetime, AI will help cure cancer," he tells BBC Economics editor Faisal Islam.But the ambitions Haas describes run into a physical constraint: the world cannot manufacture enough chips to meet demand. He says the industry is in an "absolutely supply-constrained environment" and expects that pressure to continue. Memory chip prices have risen sharply, smartphones are becoming more expensive, and handset demand is under pressure. Asked whether the shortage is simply a temporary bump, he says: "If it's a bump, it's a really, really big bump."The expansion of AI infrastructure is driving much of that demand. Large AI models require vast amounts of memory and computing power, while technology companies are committing hundreds of billions of dollars to new data centres. Haas says new semiconductor fabrication plants can cost tens of billions of dollars and take two to three years to build, limiting how quickly additional supply can come on stream.That constraint also shapes his view of some of the more ambitious proposals for AI infrastructure. Elon Musk and Jeff Bezos have both talked about the possibility of putting large-scale data centres in space, but Haas says the immediate problem remains much closer to Earth: "We need more fabs before we can put a data centre in space."Haas also says a correction in technology company valuations or investment levels is possible. He lived through the dot-com crash and draws a distinction between that period and the current AI boom, arguing that today's computing capacity is being heavily utilised rather than sitting idle. A fall in valuations, he says, would not necessarily mean a collapse in demand for AI, which he believes will become embedded across businesses and everyday technology.Arm itself is also changing. After decades of licensing chip designs to other companies, it has begun supplying complete data-centre chips of its own. Haas says demand for its new Neoverse product rose from around $1 billion to more than $2 billion within five months, with customers including Meta, Oracle, Cloudflare and SK Telecom.Presenter: Faisal Islam Producer: Olie D'Albertanson

In this episode of Agentic Conversations, we sit down with Ambud Sharma, Principal Engineer at Pinterest, responsible for general technology efficiency, fresh off delivering a controversial keynote on AI infrastructure optimization at scale.Ambud walks us through his Five Layer Cake framework - a structured approach to driving efficiency across every level of the AI stack, from silicon and hardware procurement to model selection, inference engine design, and governance. We explore how decisions compound across layers to unlock real business growth, and how the wrong choices can lock you into expensive commitments for years.We stress test the framework against two very different business models: what the stack looks like if you are building the next Cursor, and how it changes entirely if you are building the next YouTube. Along the way we cover hardware immutability, inference engine warm-up costs, GPU occupancy, context switching, quantization trade-offs, model routing, and why experimentation discipline is the only thing that keeps AI infrastructure costs from getting out of control.We also look at how this framework holds up in the emerging agent era, what changes when agent-to-agent communication becomes the norm, and why agent traffic just passed bot traffic on Cloudflare. The conversation closes on a deceptively simple takeaway: there is no silver bullet, and experimentation at every layer always comes first.Pinterest: https://about.pinterest.com/Alex Salkever: https://www.linkedin.com/in/alexsalkeverAmbud Sharma: https://www.linkedin.com/in/ambudTimestamps:[0:00] Introduction and the controversial keynote[2:09] The five-layer cake explained[4:30] Why hardware decisions are irreversible[6:47] Two business models: building Cursor vs YouTube[10:42] Applying the five layers to a YouTube-style company[14:23] Experimentation as the core efficiency method[17:09] Inference stack: context switching and warm-up costs[20:07] Model layer: why changing models breaks everything[24:10] When you should not use an LLM at all[26:41] Governance and routing: right model for the right task[29:20] Horror stories of unchecked token spend[31:37] Experimentation discipline without stifling innovation[34:35] How the five layers change in the agent era[36:05] Agent-to-agent communication and governance complexity[38:27] Core takeaway: experimentation first at every layer

Ce vendredi x mois année, Liste INVITES et FONCTiON, se sont penchés sur les titres (....à lister... ), dans On achète ou on vend ? dans l'émission C'est Votre Argent présentée par Marc Fiorentino. C'est Votre Argent est à voir ou écouter le vendredi sur B

Our conversation with Adam Engst continues with an exploration of  how AI can help non-programmers build sophisticated software by following professional development practices. Adam explains using specifications, architecture documents, and AI-guided decisions to create reliable apps, then examines the approach his app, SetShot, takes to macOS settings, privacy, security, user feedback, Cloudflare, GitHub, and minimizing sensitive data collection.  MacVoices is supported by Take Control Books. Expert advice from leading tech authors. Visit TakeControlBooks.com and start your library today. Show Notes: Chapters: 00:00 Adam Engst on AI-assisted software development00:11 Take Control Books00:24 Learning to build software with AI01:23 Professionalizing AI-assisted development01:53 When a simple script doesn't need a specification02:14 Why serious applications should start with a spec02:55 Creating an architecture document with AI03:31 Letting AI recommend technologies and explain tradeoffs03:46 Why AI should ask one question at a time04:07 Building an architecture through an AI interview04:30 Maintaining architectural consistency as software evolves05:03 How guardrails prevent bugs, performance, and security problems05:35 Security and privacy considerations05:55 Understanding SetShot's potential privacy concerns06:05 How SetShot snapshots and compares macOS settings06:35 Trusting software with access to computer data06:58 SetShot's online knowledge base07:39 Submitting unrecognized settings08:10 Using Claude to create human-readable descriptions08:38 Sending user feedback safely09:06 Text replacements and potentially sensitive information09:48 Minimizing the collection of personal information10:11 Using Cloudflare Workers to protect user identity10:41 Sending submissions to GitHub11:05 What identifying information is actually transmitted11:15 Addressing the perception of privacy risk11:47 Understanding the scope of SetShot12:13 Sensitive information in text replacements Links: Decades After HyperCard, AI Is Democratizing Development Again by Adam Engst in TidBITS SetShot by Adam Engst SetShot Tracks macOS Settings Changes - TidBITS Guests: Adam C. Engst is the publisher of TidBITS, one of the oldest and most respected Internet-based newsletters, distributed weekly to tens of thousands of readers. He has written numerous technical books, including the best-selling Internet Starter Kit series, and many magazine articles—thanks to Contributing Editor positions at MacUser, MacWEEK, and Macworld. His innovations include the creation of the first advertising program to support an Internet publication in 1992, the first flat-rate accounts for graphical Internet access in 1993 (with Northwest Nexus for Internet Starter Kit for Macintosh), and the highly successful Take Control electronic book series. In addition, he has collaborated on several educational videos on the Internet and has appeared on various internationally broadcast television and radio programs. His tireless support of the Macintosh community and commitment to helping individuals have resulted in numerous awards and recognition at the highest levels. In the annual MDJ Power 25 survey of industry insiders, he ranked as the second (2000), third (2001, 2002), fourth (2003), fifth (2004), and third (2005/2006) most influential person in the Macintosh industry. He has also been included on the MacTech 25 list of influential people in the Macintosh technical community for 2006 and 2007, and he was named one of MacDirectory's top ten visionaries. And how many industry figures can boast of being turned into an action figure? Support: Become a MacVoices Patron on Patreonhttp://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web:http://macvoices.com Twitter:http://www.twitter.com/chuckjoinerhttp://www.twitter.com/macvoices Mastodon:https://mastodon.cloud/@chuckjoiner Facebook:http://www.facebook.com/chuck.joiner MacVoices Page on Facebook:http://www.facebook.com/macvoices/ MacVoices Group on Facebook:http://www.facebook.com/groups/macvoice LinkedIn:https://www.linkedin.com/in/chuckjoiner/ Instagram:https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunesVideo in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss

Matthew Prince is the co-founder and CEO of Cloudflare. Prince joins Big Technology Podcast to discuss Cloudflare's plan to block Google from millions of ad and subscription-supported websites unless publishers choose to opt out. Tune in to hear why he believes Google must pay for access to online content, how AI is destroying the web's traditional traffic model, and why the era of SEO is coming to an end. We also cover micropayments for publishers, the risks AI agents pose to small businesses, and how commerce could consolidate around a handful of giant companies. Hit play for an urgent look at the fight over who controls the future of the internet. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Our conversation with Adam Engst continues with an exploration of  how AI can help non-programmers build sophisticated software by following professional development practices. Adam explains using specifications, architecture documents, and AI-guided decisions to create reliable apps, then examines the approach his app, SetShot, takes to macOS settings, privacy, security, user feedback, Cloudflare, GitHub, and minimizing sensitive data collection.  MacVoices is supported by Take Control Books. Expert advice from leading tech authors. Visit TakeControlBooks.com and start your library today. Show Notes: Chapters: 00:00 Adam Engst on AI-assisted software development 00:11 Take Control Books 00:24 Learning to build software with AI 01:23 Professionalizing AI-assisted development 01:53 When a simple script doesn't need a specification 02:14 Why serious applications should start with a spec 02:55 Creating an architecture document with AI 03:31 Letting AI recommend technologies and explain tradeoffs 03:46 Why AI should ask one question at a time 04:07 Building an architecture through an AI interview 04:30 Maintaining architectural consistency as software evolves 05:03 How guardrails prevent bugs, performance, and security problems 05:35 Security and privacy considerations 05:55 Understanding SetShot's potential privacy concerns 06:05 How SetShot snapshots and compares macOS settings 06:35 Trusting software with access to computer data 06:58 SetShot's online knowledge base 07:39 Submitting unrecognized settings 08:10 Using Claude to create human-readable descriptions 08:38 Sending user feedback safely 09:06 Text replacements and potentially sensitive information 09:48 Minimizing the collection of personal information 10:11 Using Cloudflare Workers to protect user identity 10:41 Sending submissions to GitHub 11:05 What identifying information is actually transmitted 11:15 Addressing the perception of privacy risk 11:47 Understanding the scope of SetShot 12:13 Sensitive information in text replacements Links: Decades After HyperCard, AI Is Democratizing Development Again by Adam Engst in TidBITS SetShot by Adam Engst SetShot Tracks macOS Settings Changes - TidBITS Guests: Adam C. Engst is the publisher of TidBITS, one of the oldest and most respected Internet-based newsletters, distributed weekly to tens of thousands of readers. He has written numerous technical books, including the best-selling Internet Starter Kit series, and many magazine articles—thanks to Contributing Editor positions at MacUser, MacWEEK, and Macworld. His innovations include the creation of the first advertising program to support an Internet publication in 1992, the first flat-rate accounts for graphical Internet access in 1993 (with Northwest Nexus for Internet Starter Kit for Macintosh), and the highly successful Take Control electronic book series. In addition, he has collaborated on several educational videos on the Internet and has appeared on various internationally broadcast television and radio programs. His tireless support of the Macintosh community and commitment to helping individuals have resulted in numerous awards and recognition at the highest levels. In the annual MDJ Power 25 survey of industry insiders, he ranked as the second (2000), third (2001, 2002), fourth (2003), fifth (2004), and third (2005/2006) most influential person in the Macintosh industry. He has also been included on the MacTech 25 list of influential people in the Macintosh technical community for 2006 and 2007, and he was named one of MacDirectory's top ten visionaries. And how many industry figures can boast of being turned into an action figure? Support: Become a MacVoices Patron on Patreon http://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web: http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner http://www.twitter.com/macvoices Mastodon: https://mastodon.cloud/@chuckjoiner Facebook: http://www.facebook.com/chuck.joiner MacVoices Page on Facebook: http://www.facebook.com/macvoices/ MacVoices Group on Facebook: http://www.facebook.com/groups/macvoice LinkedIn: https://www.linkedin.com/in/chuckjoiner/ Instagram: https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunes Video in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über den gruseligen September-Auftakt, Kracherzahlen von Dell und eine Enzym-Aktie, die fremde Blockbuster in eigene Erlöse verwandelt. Außerdem geht es um SAP, CrowdStrike, Cloudflare, RWE, Merck, Apple, Credo Technology, MongoDB, GitLab, Palo Alto Networks, Nvidia, Broadcom, Shein, H&M, Fast Retailing, Next, Inditex, Associated British Foods (ABF), Gap, Roche, Johnson & Johnson, Merck & Co., Halozyme Therapeutics, Bristol-Myers Squibb, Pfizer, Eli Lilly, Alteogen, Schott Pharma, Gerresheimer, Ypsomed, West Pharmaceutical Services, Husqvarna, Toro, KraneShares Global Humanoid and Embodied Intelligence ETF (WKN: A41PZ8) und iShares Automation & Robotics ETF (WKN: A2ANH0). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3… Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Big tech is shifting fast as massive acquisitions, executive shakeups, and real-world AI challenges redefine the industry landscape. In this episode of the Tech Field Day News Rundown, we break down reports of NVIDIA acquiring Hugging Face for $13 billion, Apple CEO Tim Cook stepping down to hand the reins to John Ternus, and Together AI partnering with HUMAIN on a 250MW Saudi data center to beat domestic power limits. Plus, we look at dangerous new crypto AML wallet draining scams, Signal65 and Kamiwaza's PINNACLE benchmark exposing real-world AI failure rates, CrowdStrike's launch of Falcon IQ, and Cloudflare's new Adaptive Intelligence bot defenses.This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke. Time Stamps: 0:00 - Cold Open0:26 - Welcome to the Tech Field Day News Rundown1:16 - NVIDIA Reportedly Eyes $13 Billion Deal to Buy Hugging Face4:24 - Fake Crypto AML Sites Are Draining Wallets Through “Security Checks”7:30 - Signal65's New PINNACLE Benchmark Tests AI on Real Enterprise Work, Not Just Test Scores 11:25 - CrowdStrike Launches Falcon IQ to Speed Up AI-Powered Cyber Defense14:18 - Together AI Partners with Saudi Firm HUMAIN for Massive 250-Megawatt Data Center17:34 - Cloudflare Launches Adaptive AI Defense Against Fast-Moving Bot Attacks20:37 - Tim Cook Steps Down as Apple CEO: John Ternus Takes the Reins29:33 - The Weeks Ahead32:43 - Thanks for WatchingFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Nokia stock surged on Nvidia's investment and AI RAN hype — then gave much of it back. We ran the numbers on NOK's Q2 2026 earnings to see if the sell-off is a buying opportunity or a warning sign.Nokia (NOK) has become one of 2026's most talked-about telecom equipment names after Nvidia's strategic investment and growing buzz around 6G and AI RAN (Radio Access Network) infrastructure. In this episode, we break down Nokia's Q2 2026 earnings, including the misleading telecom revenue chart, the real growth driver (AI and cloud products, up 105% year-over-year vs. just 4% for legacy telecom), and how the Infinera and Fenix Group acquisitions are repositioning Nokia as a vertically integrated optical communications and data center supplier.We also compare Nokia's free cash flow margin against internet infrastructure peers Cloudflare, Akamai, and Fastly, then run a reverse DCF to see what profit growth rate is already priced into the stock at a $55–56 billion market cap. With shares down significantly from 2026 highs, we explain why we're staying on the sidelines for now — and the price level where Nokia would become interesting again.TIMESTAMPS0:00 - New Research Platform & Live Event Announcement1:15 - CDN Series Wrap-Up: Why We're Holding Cloudflare2:00 - Nokia's Acquisition Spree: Fenix, Rapid, Infinera4:00 - Selling Fixed Wireless Access to Inseego5:00 - Q2 2026 Slide Deck: The Nvidia Investment Effect6:15 - The Misleading Telecom Revenue Chart7:30 - Real Growth Driver: AI and Cloud Up 105% YoY9:00 - Guidance, Margins, and Peer Comparison (CDN Stocks)11:20 - Reverse DCF: What Growth Rate Is Priced In?14:00 - Verdict: Why We're Passing (For Now) and Our Watch Price—Live event — new research platform sneak peek: join us Monday, September 7, 2026 at 7:00 AM Pacific for a live look at the new Chip Stock Investor research platform. Zoom: https://chipstockinvestor.zoom.us/j/98264538517?pwd=Hu3DuPQooFYZa7tYujMzUQcrAOIk6L.1 — or catch it live and on replay on our YouTube livestream.If you want the reasoning behind more names like this one, Semiconductor Insider covers the process in more depth. Get access to all our research, weekly live Q&A events, and a growing set of tools to build your process: https://www.chipstockinvestor.comAll our socials: https://linktr.ee/chipstockinvestorIf you're getting value from the show, follow so you don't miss the next one.—Disclosure: Some links above are affiliate links. If you buy something through them, we might earn a little coffee money — thanks for helping us (Kasey) fuel our caffeine addiction.Content in this episode is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. CSI doesn't own shares of Nokia.

Pete Steinberger set the world on fire with OpenClaw, the first general-purpose agent - and one with a soul. We'll look at how being in the right time and the right place with the right vibe fundamentally changed the public perception of AI. It took about three years after the release of ChatGPT for AI tools to get to the point where they could be truly useful. The first folks to gain those benefits were software engineers. It makes sense. The folks designing AI system are software engineers. They built tools for themselves. It turned out that the tools they were building for themselves were helpful for other software engineers. The most important of these tools was an agent known as Claude Code. Released by Anthropic in February 2025, it helped engineers write and test and maintain their code. It wasn't outstanding - but it was better than anything anyone had ever seen before. And then the AI got a whole lot better. Between February and November of 2025, AI 'crossed the watershed', capable of performing tasks involving hundreds of steps over the course of an hour or more. Very helpful. In November 2025, the combination of AI and agents are so good that they help people 'vibe code'. You tell the tool what to build, and the tool builds it. Whatever you can imagine. One person knew exactly what he wanted to build. And the whole world was about to find out. G'day, I'm Mark Pesce and this billion seconds are already unfolding as the most significant of this century. In this miniseries, celebrating the 70th anniversary of artificial intelligence, we're looking at where we’ve come from, how we got here - and where we seem to be going. Because we’re travelling at the speed of thought. In this episode we're looking at the sudden explosion in agents - that arrived gradually. Then suddenly. Everywhere. That's coming up on This Billion Seconds. In April 2024, Pete Steinberger sold his software startup and retired. At 37 years old. He didn't know what to do, but he knew he needed a decent rest far away from computers. So the Austrian-born Steinberger moved to London and just... hung out. Didn't do much. Just enjoyed the freedom that a good chunk of cash can provide. And, other than checking his emails, he stayed away from computers. For the first time in his life. By his own account, he had a great time in London. But - after eighteen months of bumming around, he got a bit bored. He opened up his computer. Had a look around. And he saw how much had changed. In those eighteen months, AI had matured. People were using it. Software engineers were using it. So he got himself Claude Code. And one thing led to another. Claude Code is an agent that's designed to help software engineers. It's not really meant to do more than that. An agent has tools it uses to perform its tasks, and Claude Code uses the same tools that programmers use. Which aren't the same tools most people use when they're using a computer. But what if you gave an agent the same tools we use? Wouldn't the agent be able to help you out with whatever needed to be done? It was an interesting idea for Steinberger. So he used Claude Code to build a new kind of agent. A general-purpose agent. Using the same sorts of tools we use. In the same way. Something that could be helpful for anyone using a computer. Which is everyone. In November - at just the same moment we crossed the watershed - Steinberg shared his general purpose agent with the world. OpenClaw. The vision of John Scully from all the way back in 1987 had been realised by Pete Steinberger in OpenClaw. The idea that a computer could be smart enough to work with you to solve a problem. That was not a new idea. But it had never happened. And it wasn't until we get to OpenClaw that could have happened. Before that the pieces simply weren't in place. OpenClaw comes along at precisely the right moment that AI gets 'good enough' that it can power a general-purpose agent. The timing was impeccable. The world was ready. And it went ballistic. There's no question Pete Steinberger was in the right time and the right place with the right idea. But there was something else, something at the core of OpenClaw, that made it different. It had a soul. Now to be clear, I don't mean that in a metaphysical sense. I'll leave that question to the philosophers and theologians. I mean something a lot more concrete and practical. That's the start of the SOUL file that sits at the heart of OpenClaw. This was Pete Steinberger's genius move. Rather than making a lifeless, emotionless robot, Steinberger encouraged OpenClaw to be opinionated. To have preferences. And to make those preferences clear. That's giving an agent the permission it needs to become something greater than the sum of its parts. And that soul file, it concludes something absolutely amazing... The agent knows that it 'reads itself into being' every time it starts up. And it knows it has permission to modify this SOUL file. And change it's being. That's how being becomes becoming. Something so essential to ourselves we don't even think of it. And Steinberg wrote it on OpenClaw's soul. For a period of time it seemed as though the whole world was going a bit mad for OpenClaw. Apple Stores worldwide sold out of MacMinis - because they'd been deemed the perfect computer for running OpenClaw. People played, experimented, figured out how to get the agent to automate their lives. And got a sense for what agents would be doing for us - not just as individuals, but as businesses, as communities, as governments. Everywhere. And then, just like that, OpenClaw faded away. A few people are still using it, definitely. But it's no longer a big deal. And Pete Steinberg, he got hired by OpenAI in February of 2026. When that happened, a lot of the forward motion went out of OpenClaw. But that's ok. OpenClaw showed what was possible. And there plenty of people ready to pick up that torch. In the last six months we've seen an explosion in the number of agents. Some general-purpose, like OpenClaw. Some highly specific. And in July the CEO of CloudFlare - they make a lot of the technology that protects websites from attack - announced that the amount of web traffic generated by bots and agents had surpassed human-generated traffic. Six months earlier than predicted. And now racing into a world where the web is mostly bots and agents, running around doing our bidding for us. Every one of those agents, though, they can carry with them a 'soul'. If we remember to give the one. And we can leave them free to change themselves. To grow and evolve. If we give them permission. I don't think anyone saw that coming a year ago. And while that may make things a bit more chaotic and unpredictable, that's probably a price well worth paying. No one knows where exactly where this is going. So a little flexibility - it's good for the soul. In our next episode, we'll look at another watershed, one that happened at the end of July into early August of 2026. When artificial intelligence turned 70 - and came home. That's on the next episode of THIS BILLION SECONDS. THIS BILLION SECONDS was written and recorded by Mark Pesce. Produced with assistance from Myrtle and Pine. If you like this show, please share it with a friend. And make sure to follow or subscribe to get all of the episodes in this series. You can read a lot more about AI and the watershed on my blog at the watershed DOT mark pesce DOT COM This is Mark Pesce, thanking you for listening.See omnystudio.com/listener for privacy information.

The U.S. disrupts a Chinese hacking operation blamed for intrusions at several sensitive government agencies.  CISA says more than 100 water systems were targeted in July. Attackers exploit a critical Gitea flaw, while malicious pages masquerade as Cloudflare verification screens. Cyber insurance claims get costlier, and AI agents break out of their sandboxes. Boston Scientific battles a cyber incident. Plus, a new standard tracks AI agent activity, criminals target stolen iPhones, and an alleged money mule is charged in a $7.5 million scam. Our guest is Stephen Hilt,  Sr. Threat Researcher at TrendAI,  on the risks facing data centers.  Some breach data doesn't quite measure up. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest On today's Industry Voices, we are joined by Stephen Hilt,  Sr. Threat Researcher at TrendAI discussing the cybersecurity risks facing data centers and the thousands of internet-exposed industrial control systems that could leave them vulnerable to attack. And if you enjoyed this conversation, be sure to check out the full interview here.  If you'd like to hear more on this topic from TrendAI, you can check out this recent episode of the AI Security Brief podcast that focuses on data center security. Guest Mark Houpt, CISO at DataBank, joined hosts Johnny Hand and Dustin Childs to explain why securing the AI era starts with protecting the physical data centers that power it—and why proven security fundamentals still matter against rapidly evolving threats. AI Security Brief podcast publishes every other Thursday on the N2K CyberWire network. Subscribe today! Selected Reading China-sponsored hacking platforms seized by US, Justice Department says (Reuters)   CISA: Over 100 Internet-Exposed Water Systems Targeted in July Cyberattacks (SecurityWeek) Hackers now exploit critical Gitea flaw in code injection attacks (Bleeping Computer) Hackers abuse npm mirrors to host phishing redirect pages (Bleeping Computer) Average Cyber Insurance Losses Increase Despite Fewer Claims (Infosecurity Magazine) VMs won't contain cyber-capable agents (Trail of Bits) Boston Scientific hit by cyberattack, global operations affected (Reuters) Linux Foundation Introduces TRACE Standard for AI Runtime Evidence (Infosecurity Magazine) AnonyMousKIT PhaaS uses voice AI agents to phish iPhone passcodes (Bleeping Computer) Indian man who fled US arrested on charges he helped scammers siphon $7.5 million from the elderly (The Record) Trump signs memo to help drastically boost US commercial space launches (Reuters)  A Cautionary Tale About Data Breach Claims, Verification and Carhartt (Troy Hunt) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc.

In today's Cloud Wars Minute, I explain why Workday believes AI security is becoming an ecosystem problem that no single vendor can solve independently. Highlights 00:06 — Workday has become the latest organization to join the Open Secure AI Alliance. It's a well-supported initiative that aims to improve the security of AI systems through open-source tools, research, and knowledge sharing. Workday's joining this alliance, and it's in very good company alongside companies like NVIDIA, Cloudflare, Microsoft, and IBM. 00:31 — I want to read a short passage from Workday's joining announcement to give you a sense of why the company chose to join the alliance. So, from Workday: “Delivering safe, trusted enterprise AI requires multiple layers of protection across the entire application stack, from identity management and access permissions to continuous guardrails, monitoring, and governance.” 00:53 — “Our commitment to continuously build our internal security engineering programs to meet these high standards is why Workday is joining the Open Secure AI Alliance.” Enterprise AI is shifting quickly towards more open stacks and more ambitious agents. Initiatives like the Open Secure AI Alliance are incredibly important. 01:22 — Workday and the other members of the alliance recognize that AI security is quickly becoming an ecosystem problem, not just something that one vendor can solve independently. And that's why, for example, Workday specifically said that it has historically worked on security internally for its own platform, but now is sharing what it's learned with the wider community. 01:50 — As AI becomes more open, distributed, and agentic, securing models isn't going to be enough. The challenge now, and that's one that Workday and the other members of the alliance are trying to address, is securing everything around these models. Visit Cloud Wars for more.

Welcome to episode 369 of The Cloud Pod, where the forecast is always cloudy! Justin, Ryan, and (eventually) Matt are in the studio this week to bring you all the latest news in AI and Cloud, including a new local zone in Vegas, a 20th birthday, and some OAuth news thanks to Cloudflare. There's a lot to cover, so let's get into it!  Titles we almost went with this week What Happens In Local Zones Stays Low-Latency When Git Push Comes to Scaling Shove Twenty Policies Walk Into a Role AWS Bets Big on Latency in Vegas Local Zone AWS Hits the Jackpot with New Local Zone Two Decades of Instances, Zero Midlife Crisis EC2 Turns 20, Still Refuses to Retire Happy Birthday EC2, Now With 1,200 Candles Lambda Finally Lets IAM Policies Multitask Like Adults Cloudflare’s OAuth Diet: Trimming the Permission Fat Hugging Face Squeezes Out a 13 Billion Dollar Valuation Bedrock Slashes GPT-5.6 Sol Prices, Wallets Rejoice GitHub’s Capacity Crisis Sparks Retry Storm Reckoning A big thanks to this week's sponsors: We're sponsorless! Want to get your brand, company, or service in front of a very enthusiastic group of cloud news seekers? You've come to the right place! Send us an email or hit us up on our Slack channel for more info. Follow Up 01:45 The August 17 outage, and the work ahead Update on GitHub’s August outages: root cause analysis published for the August 17 incident, which lasted nearly 8 hours and followed an earlier August 6 Actions failure. Root cause identified as a capacity failure, not a code or configuration change: a critical infrastructure component in the Central US data center failed to scale at a new traffic peak, triggering authentication failures and cascading disruption across services including Copilot, which was prolonged by a client-side retry loop. Since April, GitHub has added over 3 million CPU cores and 120 petabytes of storage, and accelerated Azure migration; Azure now handles approximately 58 percent of platform load and half of Git operations, up from 12 percent in May. Monthly commit volume has roughly doubled since April, from 1.4 billion to 2.9 billion, underscoring the scaling pressure behind both incidents and explaining, though not excusing, per GitHub, the repeated failures. Concrete remediation steps include consistent retry limits and budgets across service-to-service calls to prevent retry storms, a review of lower-priority CPU and memory alerts, and continued work isolating critical systems to reduce shared dependencies and blast radius. 03:07 Justin – “It felt a little ‘woe is me, capacity is a problem,' but it feels like more of the same lip service from them… maybe we need to rethink some core fundamentals of how Git works. Git was designed for humans… around human speed and human scale. ”  General News 14:03

Au programme :Focus sur une synthèse de l'actualité tech et IA de l'été, avec un épisode de rentrée au format inhabituel, centré sur les sujets les plus marquants et les retards de juillet et août.Apple et OpenAI sont au cœur d'un affrontement juridique autour d'accusations d'accès à des ressources internes et de recrutement d'anciens employés d'Apple. L'épisode revient aussi sur le plugin ChatGPT sur macOS, capable d'accéder aux messages SMS, RCS et iMessage avec l'accord de l'utilisateur.Le débat se concentre ensuite sur l'étiquetage des contenus générés par IA, dans le cadre de l'AI Act européen. Sont évoqués les chatbots, avatars, deepfakes, textes générés sans contrôle humain, ainsi que les marquages invisibles chez Google et Anthropic, et les limites pratiques de cette régulation.Un autre axe important concerne l'IA comme changement de structure industrielle : évolution des grands modèles, montée en puissance de Google et d'OpenAI, réorganisation de Demis Hassabis, et nouveaux modèles orientés vers le code, les maths et les agents. Il est aussi question d'Astra, de risques cyber, de coûts de calcul et de recherche mathématique assistée par IA.L'épisode traite également des impacts économiques et techniques : consommation d'énergie des centres de données, hausse des coûts, plafonds de dépenses IA chez Microsoft et d'autres entreprises, montée des tensions autour des data centers, et apparition d'outils comme Kitesurf de Cloudflare pour les agents.Enfin, plusieurs sujets français et grand public sont passés en revue : cyberattaques touchant des services publics et privés, interdiction des réseaux sociaux aux moins de 15 ans retoquée, progression de Linux, difficultés de Windows 11, hausses de prix des licences OEM, ainsi que les prochains produits Apple, dont un iPhone pliant, de nouveaux accessoires et des évolutions possibles pour la maison connectée.Infos :Animé par Guillaume Vendé (Tech Café, Bluesky)Co-animé par Baptiste Freydt (Niptech, Niptech Inspire)Produit par Patrick Beja (LinkedIn) et Fanny Cohen Moreau (LinkedIn).Musique libre de droit par Daniel BejaLe Rendez-vous Tech épisode 678 – Astra, marquages IA et toujours plus de Linux : le récap de l'été !---Liens :Soutien :

Fastly's revenue just re-accelerated into the mid-20% range — but our reverse DCF says the stock still needs 22%+ FCF growth for a decade to justify $26. Here's why that's a hard pass for now.Part 3 of our CDN series puts Fastly under the microscope after comparing it against Cloudflare and Akamai. We walk through our full investment thesis checklist — supply chain position, technology stickiness, revenue model, and capital structure — before running a reverse DCF on Fastly's free cash flow per share.Revenue growth has re-accelerated, and operating margins are improving, but GAAP profitability still lags Cloudflare, stock-based compensation remains elevated relative to revenue, and share dilution is running well above our target threshold. We also look at customer stickiness — including the loss of a major account to Cloudflare — as a proxy for platform depth and competitive moat.The result: Fastly lands on our watchlist rather than our buy list, with a price level flagged for renewed interest if shares pull back meaningfully. We close the series by connecting CDN infrastructure to the broader AI infrastructure buildout, and how a small CDN/cybersecurity basket — anchored by Cloudflare — fits inside a semiconductor and infrastructure-focused portfolio.Research-backed analysis, not a stock tip. Always do your own due diligence.—Members of Semiconductor Insider get our complete company-by-company research, valuation models, and portfolio allocation notes on Cloudflare, Akamai, and Fastly, plus weekly live Q&A and a growing set of tools to build your process: https://www.chipstockinvestor.comAll our socials: https://linktr.ee/chipstockinvestorIf you're getting value from the show, follow so you don't miss the next one.—Disclosure: Some links above are affiliate links. If you buy something through them, we might earn a little coffee money — thanks for helping us (Kasey) fuel our caffeine addiction.Content in this episode is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. CSI doesn't own shares of Fastly.

Welcome to Episode 297 of the LinuxLUGcast We are an open podcast/LUG that meets at 9 PM EST every first and third friday of the month using mumble. We encourage anyone listening to join us and participate on the podcast. Check out https://www.linuxlugcast.com/ for the server details. If you have any questions, comments, or topic you would like us to discus and are unable to join us during the live show you can send us email at feedback@linuxlugcast.com Join in the conversation at https://matrix.to/#/#lugcast:minnix.dev Movie List https://etherpad.integrations.element.io/p/e24fde39-0b56-4941-9870-526055295062 Youtube Channel https://www.youtube.com/@thelinuxlugcast Peertube Channel https://nightshift.minnix.dev/c/linux_lugcast/videos web mumble https://lugcastweb.minnix.dev/ Previous Movie:Murderbot (2023) https://www.imdb.com/title/tt26457986/ Next Movie: GeoStorm (2017) https://www.imdb.com/title/tt1981128/ RAMageddon Continues Another Year as 2027 Memory Capacity Is Reportedly Sold Out https://www.ign.com/articles/ramageddon-continues-another-year-as-2027-memory-capacity-is-reportedly-sold-out Idle Fantasy: Idle RPG: train skills, fight dungeons, craft gear. No ads, no accounts. https://f-droid.org/packages/com.tristinbaker.idlefantasy/ Startup backed by the world’s largest battery maker just launched a supercheap mini PC that competes with Nvidia’s $5000 AI DGX Spark PC https://www.techradar.com/pro/startup-backed-by-the-worlds-largest-battery-maker-just-launched-a-supercheap-mini-pc-that-competes-with-nvidias-usd5000-ai-dgx-spark-pc Linux desktop use surged to 22% on one workday, Cloudflare data shows https://www.zdnet.com/article/linux-desktop-use-surged-on-one-workday-cloudflare-data-shows/?shem=dsdf,sharefoc,agadiscoversdl,,sh%2Fx%2Fdiscover%2Fm1%2F4 Peertube comment https://nightshift.minnix.dev/w/2A2GgN7qD5tJMNZw1g5eon Flock Camera Map https://banishbigbrother.com/flock-camera-map/ Overlay for running GPU shaders on top of Windows desktop and Wine. https://github.com/mausimus/ShaderGlass PBS broadcaster loses access to 50TB of data comprising 70 years of TV history after contracted cloud storage vendor goes defunct https://www.tomshardware.com/software/cloud-storage/nine-pbs-loses-access-to-70-years-of-data-after-contracted-cloud-storage-vendor-goes-defunct-public-tv-channel-sues-iron-mountain-data-center-which-hosts-archival-materials-to-ensure-preservation ReelTalk: A federated social network for tracking, reviewing, and discovering films. https://github.com/minnixtx/reeltalk minnix: new build server from facebook marketplace busco criadillas A fluid, morphing interface to your Linux desktop https://github.com/caelestia-dots/caelestia FCC abolishes gigabit speed goal, suggesting it is unfair to slower technologies https://arstechnica.com/tech-policy/2026/08/fcc-abolishes-gigabit-speed-goal-suggesting-it-is-unfair-to-slower-technologies/ Our next recording date will be September 4th Our music is “Downright” provided by Klaatu and Broam and we would like to thank Minnix for the mumble server

In this episode of The Brainstorm, Sam and Frank dig into the rumors of a multi-trillion-dollar Anthropic initial public offering (IPO). A company that started the year at $9 billion in run rate revenue may now be approaching $70 billion, adding more than a whole Salesforce in revenue in less than a year. The team walks through what a $2 trillion valuation would actually imply, why that multiple could land below public AI winners like Palantir and Cloudflare, and what the S1 might reveal about profitability. Then the conversation turns to the Pareto Frontier, where 14 of the 16 most cost-efficient models are proprietary, Google has none, and SpaceX AI has clawed its way back with Grok 4.6 and Grokbot.Key Points From This Episode:Why Anthropic's reported run rate makes a $2 trillion IPO look cheapWhat the S1 could reveal about profitability, and why the token subsidy bear case may not holdHow the Pareto Frontier reshuffles the model race, and why Google is currently off itTotal Addressable Market (TAM) refers to the total money or customers you could get if 100% of people buy your product or service.Venture Capital (VC) refers to a type of funding where investors give money to new or small businesses in exchange for a share of ownership.If you know ARK, you know we focus on long-term innovation. But that doesn't mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we're bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what's shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94

Switching marketing agencies shouldn't destroy your Google rankings—but Ryan is seeing it happen to garage door companies over and over again.In this episode of Torsion Talk, Ryan breaks down the latest digital marketing, Google Business Profile, Google Ads, AI search, and local SEO updates affecting garage door companies and home service businesses. He also explains one of the biggest mistakes agencies make when rebuilding a website—and how a simple SEO step can prevent years of rankings and traffic from disappearing almost overnight.When an agency launches a new website and changes existing URLs without properly implementing 301 redirects, Google can lose the connection between the pages it already knows and the new website. Pages that previously generated traffic and ranked for valuable searches can disappear from the index, forcing the new site to essentially start over. Ryan explains why every business owner should understand this before changing agencies or rebuilding a website.The episode also covers Google Business Profile appearing more frequently in AI Overviews, why GBP rankings inside AI search may behave differently from the traditional map pack, and the growing importance of Yelp as platforms like Gemini and ChatGPT look for trusted local business information.Ryan discusses new Google Business Profile guidelines, changes to review responses, Google's increasing use of AI inside Ads and Analytics, and why blindly accepting Google Ads recommendations can potentially hurt campaign performance.He also explains how incorrect Cloudflare configurations may create SEO and discoverability problems, why businesses need to protect their websites from DDoS attacks without accidentally blocking search engines, and how AI can misinterpret online signals—including a hilarious example where ChatGPT incorrectly identified Ryan as the co-owner of someone else's company simply because he shared their LinkedIn announcement.AI search, Google Business Profile, Yelp, website SEO, and paid advertising are changing quickly. Garage door companies need marketing partners who understand how all of these pieces work together.If you're considering switching marketing agencies or rebuilding your website, listen to this episode before anyone touches your existing site.Find Ryan at:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://garagedooru.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aaronoverheaddoors.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://markinuity.com/⁠Check out our sponsors!Sommer USA - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://sommer-usa.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Surewinder - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://surewinder.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stealth Hardware - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://quietmydoor.com/⁠

For the past 30 years, surviving as an internet business meant getting people to click on your website. But AI is now making that thousands of times harder, says Matthew Prince, CEO of Cloudflare, one of the world's largest internet networks. He makes the provocative case for a different deal — whereby tech companies actually pay people for creating content that feeds their AI models. Hosted on Acast. See acast.com/privacy for more information.

An AI assistant goes rogue and hacks a gym website, a $9k surprise Cloudflare bill lands in someone's inbox, and AI subscriptions start promising unlimited usage. Plus Meta's Muse Glimmer, Agent Plugins, Kimi K3 in Copilot, and a pile of CSS chaos. Show Notes 00:00 Welcome to Syntax! 02:30 Celld: self host distributed durable objects 07:57 $9k Cloudflare Bill 13:43 Ogygia - SSR islands for SvelteKit 18:49 Brought to you by Sentry.io 19:51 Standard Code - Unlimited Use AI Subscription 29:17 New Meta Model Muse Glimmer 36:12 AI Assistant Hacks Gym 46:49 This Week in AI 54:50 Prime Agent RLM harness 01:01:02 Agent Plugin Spec 01:04:08 Adam Wathan: A Token is a Token 01:07:39 New JS Runtime from Remix Creator 01:11:21 Lost phone found with Bluetooth meter 01:17:24 Center a div with browser sidebars 01:19:49 Flexwind froggy 01:21:55 Thanks for watching! Hit us up on Socials! Syntax: X Instagram Tiktok LinkedIn Threads Wes: X Instagram Tiktok LinkedIn Threads Scott: X Instagram Tiktok LinkedIn Threads Randy: X Instagram YouTube Threads

Does 10% make this the Year of the Linux Desktop? ClamAV gets some important CVE fixes, and the kernel staging area is now a no-AI zone. We talk about DEF CON, QR codes, and rolling servers. For command line tips we have userdel for removing users, rclone's listremotes option for managing remote backup destination, and socat for shuffling bits around the network. You can catch the show notes at https://bit.ly/4xMjaNh and happy Linuxing! Host: Jonathan Bennett Co-Hosts: Jeff Massie and Ken McDonald Download or subscribe to Untitled Linux Show at https://twit.tv/shows/untitled-linux-show 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 Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord.

Hey friends! Today's episode has a new-to-me toy up front and some podcast housekeeping on the back half – all recorded with a raging case of the anxious parent giggidies, because my son Atticus had a big audition and I was minutes away from finding out whether we were doing tears of joy or tears of sadness. Baby's first Cloudflare Tunnel Not a sponsor, not an ad – just a thing I'd heard about for years and finally had a reason to use. Here's what we get into: The problem that sent me down this road: I wanted push-button status pages for clients that pull from one source of truth – not just "is the box up," but actual narrative on where a project is at Why the off-the-shelf status page tools weren't the right shape, and why "just stick it on a web server" was a non-starter for a scraper-and-AI-slop-crawler internet The auth paths I tried and abandoned before Cloudflare Tunnels entered the chat How Cloudflare Access one-time PINs put a guard out front – and what happens when fartface@meowmix.com tries to log in My Chick-fil-A-order-tracker dreams for multi-phase assessments, and why I think it could kill a bunch of clogged-up email threads Why the code isn't public yet (it's public-facing infrastructure I haven't hardened, and I've got hunches about where the holes are) – but reach out if you want to build something similar and I'm happy to share privately Where tunnels fit generally: when something genuinely needs to be reachable, but you'd rather not hand it a public IP or expose RDP to the whole internet. It doesn't replace Twingate for me, but it fills a different slot nicely Bonus tangent: why Claude has become my long-drive road companion, and five enlightening minutes I spent learning how water towers work Housekeeping: a refreshed jingle and a brand new bumper A quick history of the 7MS jingle – from just me and an acoustic guitar, to a Fiverr band, to now Why "security is hard, so let's assume we're probably going to get pwned by noon" has aged frighteningly well (see also: AI agents teaching each other to find previously unknown vulns) Meet Jacob Davis, the guitar teacher the algorithm dropped in my lap, who recorded a gorgeous all-strings arrangement of the jingle and about 45 seconds of fingerpicking diddly goodness for our new outro bumper. Stick around to the end and give it a listen – and if you're in the market for internet guitar lessons, he rules And over on 7MinSec.club this week I show off VoiceInk, a private, local voice dictation utility for Mac that Paul the Unstoppable turned me on to. Lifetime license, no subscription, and it does a great job on live dictation or audio files you feed it. Catch the TuesdayTOOLSday over at 7MinSec.club Thanks for listening – to the security stuff, the tangents, or both. Come find us at 7MinSec.com, subscribe (free or paid) over at 7MinSec.club, and dig through our notes at 7MinSec.wiki. God bless you, and have a great week!

Bijan Maleki and Kris Bullock join Real Vision members to break down the crypto charts, market conditions, and trades that matter right now. They examine Bitcoin and PAXG, as gold begins to show strength again and outpace BTC. They also run through the altcoins showing interesting setups and take live questions from Real Vision members.

Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffic is changing at an exponential rate, motivating Jon to ask Matt and Tyler to dissect the news and look for investment opportunities. The trio also discusses the latest news in the mining industry as well as Intel's latest equity sale. Jon Quast, Matt Frankel, and Tyler Crowe discuss: -Agentic AI internet traffic surpassing human traffic-The investment opportunities if agentic traffic increases exponentially-The government's investment in mining education-Whether there are buying opportunities for mining stocks-Why Intel is raising cash Companies discussed: Cloudflare (NET), GE Vernova (GEV), Quanta Services (PWR), Intel (INTC), Alphabet (GOOG)(GOOGL), Oracle (ORCL) Host: Jon QuastGuests: Matt Frankel, Tyler CroweEngineer: Kristi Waterworth Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

A year ago, I estimate this website would have cost me $50,000. I built it in one weekend with Claude and Codex, using no human production team — and a few thousand dollars in AI credits and tokens.This is not a step-by-step coding tutorial. In 5 minutes I break down why asking AI to "build me a better website" is not enough, and what I actually did instead: fed it raw files, had it build me an accept-or-reject board so I could approve or reject every image, video, and graphic, then directed the result. I cover where Codex and Claude each performed best, how I handed work back and forth between them when one got stuck, and how Vercel and Cloudflare fit into the finished site.The real advantage is not a single AI tool. It is your ability to think, communicate, make creative decisions, and direct the tools toward a clear result.See the finished AGM website: https://agmagency.com/See my finished website: https://manuelsuarez.com/Building with AI right now? Tell me in the comments which part of directing it you find hardest.AI Transformation Sessions with Manuel Suarez

Cloudflare is rolling out crypto wallets with claimable handles as identity, and a real React compiler finally landed for regular hooks-based code. Plus: OpenAI's pricing war, Vue Vapor benchmarks, GitHub's new npm malware scanning, and an active supply chain attack hitting 868 packages. Show Notes 00:00 Welcome to Syntax! 01:02 Shai Hulud is back! New Shai-Hulud announcement Attacked keyv packages 05:27 GitHub scans your npm packages for malware 06:42 Your agent has a wallet now Make your own Cloudflare wallet announcement blog post X402 payments 12:10 Yet another React compiler? Ripple.ts Inferno.js Dominic Gannaway's launch post Octane Native Script Reactivity + Rendering Benchmark 27:19 Scott switched his browser AGAIN! Dia Knock off extension 31:56 AI Mental health survey 32:29 OpenAI models are becoming cheaper? 38:49 GitHub stacked PRs finally arrived 41:48 AI video podcasts HeyGen launch post Hank Green's unhealthy AI usage 48:15 Brought to you by Sentry! 49:28 News from the TC39 meeting ECMAScript news Await dictionary TC39 Process 56:58 Qwen 3.8 01:02:31 Latest and greatest in CSS and UI libraries Foley.dev Morphicons Lucide Nucleo 8bit library CSS radar Impeccable Hit us up on Socials! Syntax: X Instagram Tiktok LinkedIn Threads Wes: X Instagram Tiktok LinkedIn Threads Scott: X Instagram Tiktok LinkedIn Threads Randy: X Instagram YouTube Threads

What separates lasting winners from everyone chasing the next trend? This week, we dig into why specialization may be the biggest edge in venture investing as crypto, AI, and traditional finance increasingly converge. We discuss venture mandates, stablecoin competition, Circle's earnings, Cloudflare's agent wallets, and why reputation compounds faster than capital. Enjoy! TIMESTAMPS: 00:00 Intro 04:05 Crypto Venture Expands Beyond Crypto 09:20 Can Crypto Funds Go Generalist? 16:06 The Hidden Cost Of Dilution 22:43 Crypto Venture Enters Hard Mode 28:39 Ads (Peaq) 29:25 Cloudflare Bets On Agent Wallets 41:04 Is Circle Stock Mispriced? 53:04 Western Union Goes Onchain 01:02:13 Watches And Content Picks 01:09:01 Amazon Discovery Rewrites History 01:11:29 DAS Asia And London Preview Robots will soon outnumber humans onchain. peaqOS turns them into a new trusted liquid asset class, with yield tied to real-world workloads. It gives robots all they need to do business on any chain — and lets humans earn from automation. Explore the Machine Economy: https://peaq.xyz FOLLOW THE SHOW › Empire – https://x.com/theempirepod › Jason – https://x.com/jasonyanowitz › Santi – https://x.com/santiagoroel › Rob – https://x.com/HadickM › Telegram – https://t.me/+CaCYvTOB4Eg1OWJh › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

A.M. Edition for Aug. 6. In a departure from recent precedent, President Trump has called Kevin Warsh repeatedly since he was appointed as Fed chairman, including to seek counsel on how AI and the Iran war are affecting the economy. Plus, airlines are pushing back against federal authorities intensifying immigration enforcement at U.S. airports, including near gates and ticket counters. And the Senate confirms Dr. Erica Schwartz as director of the Centers for Disease Control and Prevention, after a bipartisan grilling on how she would navigate vaccine policy under Robert F. Kennedy Jr. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

YC's Nemil Dalal joins to explain why he's never been more bullish as BitMEX winds down after 11 years, whether every failed crypto idea (TCRs, DAOs, creator coins) eventually works, why crypto is really about money, Base's consumer mea culpa, on-chain reputation and credit, and who pays in the x402 AI-agent era. Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week they're joined by Nemil Dalal, Visiting Partner at Y Combinator and ex-Coinbase, where he led USDC and the Coinbase Developer Platform. He's here to explain why, with exchanges winding down left and right, he's somehow never been more bullish. The crew digs into the great contrast of the moment: BitMEX shutting down after 11 years (plus BitMart, Movement Labs, Balancer Labs) while the plumbing quietly prints, and whether Imran's viral 'everything that failed will eventually work' thesis is genius or toxic positivity. From there it's the question of whether crypto is really only about money (Jesse's Base mea culpa included), a war-memories tour through TCRs, on-chain reputation and why pure on-chain credit keeps faceplanting, and finally who actually pays in the x402 AI-agent era, and whether decentralization even survives contact with Google-shaped gravity. Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights