Podcasts about computers

2026 64-Bits Malware Trend https://isc.sans.edu/diary/2026%2064-Bits%20Malware%20Trend/32718 A Comparative Security Analysis of Three Cloud-based Password Managers https://zkae.io Infostealer Infection Targeting OpenClaw Configurations https://www.infostealers.com/article/hudson-rock-identifies-real-world-infostealer-infection-targeting-openclaw-configurations/

In this episode, Antonia and Andrew discuss the February 18, 2026 issue of JBJS, along with an added dose of entertainment and pop culture. Listen at the gym, on your commute, or whenever your case is on hold! Link: JBJS website: https://jbjs.org/issue.php Sponsor: This episode is brought to you by JBJS Clinical Classroom. Subspecialties: Knee, Oncology, Pediatrics, Shoulder, Hand & Wrist, Orthopaedic Essentials, Trauma, Spine Chapters (00:00:03) - Case is On Hold(00:00:45) - Episode 100(00:03:03) - Sneak Preview: Miller Review Course(00:03:42) - AI Generated Text in Orthopedics(00:05:36) - AI in Orthopedics: The Promised Land(00:13:44) - Artificial Intelligence in orthopedic and sports medicine(00:16:27) - Osteo and Sports Medicine Editorial Policies on AI(00:24:42) - How to Write a Paper With a Computer(00:25:16) - Deep Learning Model for Differentiating Neoplastic Fractures from Non(00:31:36) - The Ms. Cleo Phone Paradigm(00:32:34) - Machine Learning and Neoplastic Fractures(00:37:05) - AI-driven CT MRI Image Fusion and Automatic ACL Reconstruction(00:39:05) - A 100 Episodes of JBGS: Thank You!(00:40:46) - Aisha Abdeen Is The Next Co-Host!

AI-Powered Knowledge Graph Generator & APTs https://isc.sans.edu/diary/AI-Powered%20Knowledge%20Graph%20Generator%20%26%20APTs/32712 nslookup and ClickFix https://x.com/MsftSecIntel/status/2022456612120629742 Google Chrome 0-Day Patch https://chromereleases.googleblog.com/2026/02/stable-channel-update-for-desktop_13.html TURN Security Threats https://www.enablesecurity.com/blog/turn-server-security-threats/

Show notes information: Watch the video Meaningful Classroom Management Book What Are You Bringing to the Potluck? Follow me on IG: @sheldoneakins Interested in sponsoring? Contact sheldon@purposeful247.com today

The Pentagon is pushing AI companies to allow the U.S. military to use their technology for “all lawful purposes,” but Anthropic is pushing back, according to a new report in Axios. The government is reportedly making the same demand to OpenAI, Google, and xAI. Also, college students are losing some interest in computer science broadly but gaining interest in AI-specific majors and courses. Learn more about your ad choices. Visit podcastchoices.com/adchoices

--{ "Wild Men, Morally Unconventional"}-- The Epstein Files - John Brockman, The Net - The Unabomber, LSD, and the Internet - The Dark Enlightenment - Peter Thiel - Aleksandr Dugin - Much of the Planning of Where We are Now goes Back to the 1940s; How the Computer would Be Used to Shape Behaviour on a World Scale - Public Unaware They're Being Nudged; Behavioural Insights Teams (BIT) and Nudge Units - Jeffrey Epstein's Involvement with People in the Scientific Communities Who are Part of the Big Super-Structure which is Above Governments and That Actually Manage and Control Us; Cybernetics - Huge Organizations Above Politics - The Role of Intelligence Agencies - You're Supposed to Be Involved in Your Social Credit System, Be Good - Everyone Must Be Predictable - Socialism was to Curb that Wildness in Man (to Be a Form of Control) - The Power of Mass Communication, Mass Psychology - Guilt and Obedience so You'll Never Think in a Wild Fashion Again - The Public Should Be Hypersexed and on Drugs - PTSD - Service Economies.

7investing CEO Simon Erickson and My Wall Street CEO and Prophet founder Emmett Savage as they explore Computer Modelling Group (TSE: GMG) (OTCMKTS: CMDXF) - a hidden gem in the oil & gas software sector that most investors are completely ignoring.Why "special situations" investing can uncover multi-bagger opportunitiesHow Computer Modeling Group provides essential reservoir simulation software to energy giants like ShellWhy CMG's captive customer base and efficient business model make it attractive despite hitting all-time lowsThe potential catalyst on the horizon that could unlock significant valueEmmett's contrarian optimism for 2026 and where to find value in today's marketThis is the third installment in our special situations series, following previous discussions on Ouster (solid-state lidar) and Vertical Aerospace (eVTOL).Computer Modelling Group Trading Information:Toronto Stock Exchange: CMGUS Ticker: CMDXF

Am 15.2.1946 wird der erste programmierbare elektronische Computer vorgestellt und ändert unsere Welt. Doch die Frauen, die ihn programmierten, geraten in Vergessenheit. Von Christian Werthschulte.

Computers and Technology Call-in Webcast

In questo episodio parliamo di Federico Faggin, l'ingegnere italiano che ha progettato il primo microprocessore commerciale della storia.Se hai ascoltato l'episodio 151, La sfida dei microchip, sai già quanto i microchip siano importanti nel mondo di oggi.Ma tutto è iniziato con un'invenzione rivoluzionaria negli anni '70.Scopriamo insieme:Che cos'è un microprocessorePerché è così importanteCome un italiano nato a Vicenza ha contribuito a cambiare il mondoE perché, dopo il successo tecnologico, Faggin ha iniziato a farsi domande profonde sulla coscienza e sull'essere umanoUn episodio tra tecnologia, storia e riflessione. Livello: intermedio Vocabolario utile incluso Ascolta anche l'episodio 151: La sfida dei microchip⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠italiano per Stranieri con Marco⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ è il blog di riferimento per gli studenti d'italiano di livello intermedio che vogliono raggiungere il livello avanzatoVuoi prendere lezioni private d'italiano online? Contattami su Italki cliccando su ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠QUESTO LINK⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sto accettando nuovi studenti!Se ti piace il podcast e vuoi supportare il mio progetto e aiutare altre persone a migliorare il loro italiano, puoi farlo mandando una donazione ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠QUI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Ti piacerebbe ascoltare un podcast su un certo argomento? Scrivimi su ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠marcopolla1955@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Un saluto, Marco

Suffield Police warning, Email mess, Anthropic promises to not impact your electric bill, AI Steam platform pulls game in error, Discord Age Verification lets you access the kid level of Discord, 2FA for text messages and phishing, No more emails from my ipad should I re-sync?

Amazon Surveillance State Google Nest Cam Guthrie case, Starbucks using AI to make coffee a 3rd space, OpenDNS issues, Data from my cams is never gone, No email so what do I do, Aura Digital Picture Frames.

Kloiber, Manfred www.deutschlandfunk.de, Computer und Kommunikation

Doug Swinhart and Steve Thomson are in to take your tech questions. On this week's edition of the program, there's a focus on concerns with security. They discuss the anxieties around Flock Safety, upgrading your internet provider, and the steps needed to clear that hard drive before donating your old computer.

At CES in Las Vegas, Alex Page, Head of Marketing, North America, Latin America for  RØDE, unveils the RØDECaster Video Core, a multi-camera switcher designed to integrate seamlessly with existing RØDE audio gear for streamlined production. Automatic switching, real-time effects, and smartphone video transmission are joined by new colorful clip-on mics and the Go Gen 3, all aimed at making professional-grade content creation more accessible and visually distinctive.  Show Notes: Chapters: 00:11 Introduction to RØDE at CES 02:03 New RØDECaster Video Core Features 04:20 Colorful Innovations for Content Creators 06:30 Pricing and Availability of RØDE Products 08:53 Closing Remarks and Show Wrap-Up Links: RØDE RØDECaster Pro II All-in-One Production Solution for Podcasting, Streaming, Music Production and Content Creation https://amzn.to/4qztxjg RØDE Wireless Micro - Compact Wireless Microphone, Two Mics with Charge Case https://amzn.to/4qrVSrH RØDE Interview GO Handheld Adaptor for RØDE Wireless Microphones https://amzn.to/4qu94MN RØDE Wireless GO III (Gen 3) – Compact Wireless Mic – Pristine Audio, 32-bit Float Recording, Automatic Level Control, for Phones, Cameras and Computers https://amzn.to/4rexBXh 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

After a long hiatus (stupid scheduling conflicts) we're finally back and we're bringing you this bizarrely insane offering form the Simpsons that looks at early internet culture as well as what happens to Homer when he learns too much. We didn't realize it was a parody of the television show "The Prisoner" so once we knew that we felt a little different about this one. So come along and join us on this wild ride! We also discuss:- A Bills rant - Absurd literary references- The return of News and Views?- Bryan's birthday- Welcoming a Funzo into the house- Learning all about The Prisoner- Bob Dylan impressionsAll of this and so much more so sit back, relax and just let the sleeping gas do it's thing.Our Recommendations:- Patrick: The Pitt on HBO, The Morgan Street Mill - Cori: The House on the Cerulean sea Sea by TJ Klune, Heated Rivalry by Rachel Reid, Wicked for Good, - Bryan: Stranger Things Spoilers Go support Patrick and check out the cool stuff that he and his wife make at www.morganstreethill.comWant to reach out to us here's how you can do it:Email: soitscometothispod@gmail.comInstagram: @soitscometothis_podFacebook: @soitscome2thisWeb: radpantheon.com

Hosts: Gene MitchellAir date: February 14, 2026 Topic: Various

In the early 2000s, Sunil Nakrani felt stuck. Back then, websites crashed all the time. When Sunil noticed this, he decided he was going to fix the internet. But after nearly a year of studying the architecture of the web, he was no closer to an answer. In desperation, Sunil sent out a raft of cold emails to engineering professors. He hoped someone, anyone, could help him figure this out. Eventually, he learned that the internet could only be fixed if he paid attention to the humble honeybee. This is the story of the Honeybee Algorithm: How tech used honeybees to build the internet as we know it.Special thanks to John Bartholdi, John Vande Vate, Sammy Ramsey, James Marshall, Steve Strogatz, Duc Pham, and Heiko Hamann.We found out about this story thanks to our friends at AAAS, who run the one and only Golden Goose Awards. The award goes to government funded science that sounds trivial or bizarre, but goes on to change the world. The Honeybee Algorithm won a Golden Goose Award back in 2016 (https://www.goldengooseaward.org/01awardees/honey-bee-algorithm). Thank you to our friends there: Erin Heath, Gwendolyn Bogard, Valeria Sabate, Joanne Padron Carney, and Meredith Asbury. EPISODE CREDITS: Reported by - Latif Nasserwith help from - Maria Paz GutiérrezProduced by - Maria Paz Gutiérrez, Annie McEwen and Pat Waltersand Edited by  - Pat WaltersEPISODE CITATIONS:Videos - Golden Goose Award video about 2016 winners (https://zpr.io/eXwTJKGL6F8S) Books -The Wisdom of the Hive: The Social Physiology of Honeybee Colonies (https://www.hup.harvard.edu/books/9780674953765) by Thomas D. Seeley (1995, Harvard University Press)Piping Hot Bees & Boisterous Buzz-Runners: 20 Mysteries of Honey Bee Behavior Solved (https://zpr.io/tNDqkw372Rhr) by Thomas D. SeeleyAnd, Paths of Pollen (https://zpr.io/cqRPpAdGRwMi) by Stephen Humphrey. One of our former transcribers who we recently learned had hidden talents far beyond the invaluable work they did for us. This book is only tangentially related to the content in the episode, but super cool in its own right. Sign up for our newsletter!! It includes short essays, recommendations, and details about other ways to interact with the show. Signup (https://radiolab.org/newsletter)!Radiolab is supported by listeners like you. Support Radiolab by becoming a member of The Lab (https://members.radiolab.org/) today.Follow our show on Instagram, Twitter and Facebook @radiolab, and share your thoughts with us by emailing radiolab@wnyc.org.Leadership support for Radiolab's science programming is provided by the Simons Foundation and the John Templeton Foundation. Foundational support for Radiolab was provided by the Alfred P. Sloan Foundation.

Four Seconds to Botnet - Analyzing a Self-Propagating SSH Worm with Cryptographically Signed C2 [Guest Diary] https://isc.sans.edu/diary/Four%20Seconds%20to%20Botnet%20-%20Analyzing%20a%20Self%20Propagating%20SSH%20Worm%20with%20Cryptographically%20Signed%20C2%20%5BGuest%20Diary%5D/32708 OpenSSH Update on MacOS https://www.openssh.org/releasenotes.html Employee Monitoring and SimpleHelp Software Abused in Ransomware Operations https://www.huntress.com/blog/employee-monitoring-simplehelp-abused-in-ransomware-operations

What are you thoughts from todays episode?

From our computers to our cellphones, government keeps on finding new ways to spy on us and access our private data without our knowledge

Valentine's Day is supposed to be a day to open your heart – but it's also a time when cybercriminals are tricking you into opening your wallet. Learn about the latest scams from Visa's Dan Munson, Senior Director of Global Payment Ecosystem, Risk and ControlWhy is ‘Splashtop' considered ‘must have' software on your devices? We're joined by the co-founder and Chief Technical Officer at the company, Philip Sheu.Imagine a canvas on your wall at home, and instead of it displaying the same artwork day in, day out, you can walk up to it and use your voice to ask for something brand-new created for you! Get the skinny on Fraimic AI, i.e. “art that listens,” with company founder Anthony Mattana.Thank you to Visa, Norton, and SANDISK for your incredible support. Get a huge discount on Norton anti-malware at norton.com/techitout

WSL in the Malware Ecosystem https://isc.sans.edu/diary/32704 Apple Patches Everything: February 2026 https://isc.sans.edu/diary/Apple%20Patches%20Everything%3A%20February%202026/32706 Adobe Updates https://helpx.adobe.com/security/security-bulletin.html

Een olifant-aardbei-combinatie, Tralalero Tralala, en spaghetti in het toilet. Het is de belevingswereld op Roblox voor miljoenen kinderen, die op hun telefoon het spel Steal a Brainrot spelen. Daar, ziet techredacteur Marloes de Koning, worden jonge mensen aangemoedigd om te denken als cryptohandelaren en om écht geld uit te geven.Gast: Marloes de Koning Presentatie: Bram Endedijk Redactie: Iris Verhulsdonk en Yara van Heugten Montage: Jeroen JaspersEindredactie: Nina van Hattum en Ignace Schoot Coördinatie: Elze van DrielProductie: Rhea StroinkHeb je vragen, suggesties of ideeën over onze journalistiek? Mail dan naar onze redactie via podcast@nrc.nl.Verder lezenIn Roblox probeert ene Alex mijn groene olifant met cactushuid te jattenKan Roblox veilig gehouden worden voor kinderen? ‘Door naar de échte leeftijd te vragen, maken we het ons juist niet gemakkelijk'Hoe veilig is het je kind achter te laten in Roblox?Zie het privacybeleid op https://art19.com/privacy en de privacyverklaring van Californië op https://art19.com/privacy#do-not-sell-my-info.

838 Radiohead - OK Computer

[ Vota Atariteca tramite la app di Spotify ] In cui l'Omone e Diduz vi spiegano come si fanno le avventure grafiche come Labyrinth - The Computer Game, parrucche comprese#labyrinth #commodore64 #lucasarts #lucasfilmgamesIL SITO DI DIDUZ: https://www.lucasdelirium.it/ IL CANALE DI DIDUZ: https://www.youtube.com/@Diduz76Se desiderate supportarmi: https://ko-fi.com/ataritecapodcastIl gruppo Telegram del Vintage People NetworkIl canale YouTube dei Vintage People La sigla di Atariteca è stata gentilmente offerta dai SYRIANPer tutto il resto c'è il sito di ATARITECA### CONTRIBUISCI ALL'ATARITECA ###### ISCRIVITI ###Omone su InstagramOmone su MastodonSpreakeriTunesYoutube MusicSpotifyFeed

Microsoft Patch Tuesday - February 2026 https://isc.sans.edu/diary/Microsoft%20Patch%20Tuesday%20-%20February%202026/32700 Refreshing the root of trust https://blogs.windows.com/windowsexperience/2026/02/10/refreshing-the-root-of-trust-industry-collaboration-on-secure-boot-certificate-updates/ Fake 7-Zip downloads are turning home PCs into proxy nodes https://www.malwarebytes.com/blog/threat-intel/2026/02/fake-7-zip-downloads-are-turning-home-pcs-into-proxy-nodes FortiNet Vulnerabilities https://fortiguard.fortinet.com/psirt/FG-IR-25-093 https://fortiguard.fortinet.com/psirt/FG-IR-25-1052

Experience behavior change breakthroughs, neural shifts, lasting results—discover a counterintuitive method to finally break old habits and ignite new ones. In this episode, guest psychotherapist Allison Maida reveals how rewiring your brain can create real, lasting change in health, relationships, and more. If you've struggled to stick with resolutions or wondered why change feels so hard, you won't want to miss this transformative conversation! LET'S TALK THE WALK! Join here for support, motivation and fun! Wellness While Walking Facebook page Walking to Wellness Together Facebook GROUP Wellness While Walking on Instagram Wellness While Walking on Threads Wellness While Walking on Twitter Wellness While Walking website for show notes and other information wellnesswhilewalking@gmail.com   RESOURCES AND SOURCES (some links may be affiliate links) Allyson Maida, Ed.D., LCSW 180: A Counterintuitive Method for Long-Lasting Personal and Professional Change Subscribe to Allyson's blog Whole Life Workshop with Coach Carolyn Get on the waitlist for our next virtual workshop by emailing wellnesswhilewalkng@gmail.com   HOW TO RATE AND REVIEW WELLNESS WHILE WALKING How to Leave a Review on Apple Podcasts on Your iOS Device 1.   Open Apple Podcast App (purple app icon that says Podcasts). 2.   Go to the icons at the bottom of the screen and choose "search" 3.   Search for "Wellness While Walking" 4.   Click on the SHOW, not the episode. 5.   Scroll all the way down to "Ratings and Reviews" section 6.   Click on "Write a Review" (if you don't see that option, click on "See All" first) 7.   Then you will be able to rate the show on a five-star scale (5 is highest rating) and write a review! 8.   Thank you! I so appreciate this!   How to Leave a Review on Apple Podcasts on a Computer  1.   Visit Wellness While Walking page on Apple Podcasts in your web browser (search for Apple Podcasts or click here)  https://www.apple.com/apple-podcasts/ 2.   Click on "Listen on Apple Podcasts" or "Open the App" 3.   This will open Apple Podcasts and put in search bar at top left "Wellness While Walking" 4.   This should bring you to the show, not a particular episode – click on the show's artwork 5.   Scroll down until you see "Rating and Reviews" 6.   Click on "See All" all the way to the right, near the Ratings and Review Section and its bar chart 7.   To leave a written review, please click on "Write a Review" 8.   You'll be able to leave a review, along with a title for it, plus you'll be able to rate the show on the 5-star scale (with 5 being the highest rating) 9.   Thank you so very much!! OTHER APPS WHERE RATINGS OR REVIEWS ARE POSSIBLE Spotify Goodpods Overcast (if you star certain episodes, or every one, that will help others find the show)  Castbox Podcast Addict Podchaser Podbean   HOW TO SHARE WELLNESS WHILE WALKING Tell a friend or family member about Wellness While Walking, maybe while you're walking together or lamenting not feeling 100% Follow up with a quick text with more info, as noted below! (My favorite is pod.link/walking because it works with all the apps!) Screenshot a favorite episode playing on your phone and share to social media or to a friend via text or email! Wellness While Walking on Apple – click the up arrow to share with a friend via text or email, or share to social media Wellness While Walking on Spotify -- click the up arrow to share with a friend via text or email, or share to social media Use this universal link for any podcast app: pod.link/walking – give it to friends or share on social media Tell your pal about the Wellness While Walking website Thanks for listening and now for sharing! : )       DISCLAIMER Neither I nor many of my podcast guests are doctors or healthcare professionals of any kind, and nothing on this podcast or associated content should be considered medical advice. The information provided by Wellness While Walking Podcast and associated material, by Whole Life Workshop and by Bermuda Road Wellness LLC is for informational and entertainment purposes only. It is not intended to be a substitute for professional medical advice, diagnosis or treatment. Always seek the advice of your physician or other qualified health care provider with any questions you may have regarding a medical condition or treatment, and before undertaking a new health care regimen, including walking.     Thanks for listening to Wellness While Walking, a walking podcast and a "best podcast for walking"!

Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.

MIT and Stanford professor Alex "Sandy" Pentland, one of the most cited researchers in the world with over 165,000 citations, explains why the real AI advantage isn't smarter models but collective intelligence. It's smarter humans working together with AI as the connective tissue. Drawing from his latest book Shared Wisdom, Pentland reveals the frameworks behind community intelligence and why data ownership, not frontier AI, will determine who wins the next decade.You'll discover:✅ Why "people plus AI" consistently beats AI alone, and the hedge fund evidence that proves it✅ How "AI buddies" are replacing corporate manuals, newsletters, and hallway conversations to keep distributed teams aligned✅ The Deliberation.io tool that makes meetings more than twice as effective by neutralizing power dynamics and keeping groups focused✅ Why a 350,000-person multinational is cutting in-house staff to 150,000 while hiring 100,000 more project-based workers, and how AI enables that shift✅ How a doctor with zero technical background built a hospital operating system in 6 weeks using AI tools✅ The staggering stat: AI costs are dropping by 50% every 3.5 months, a factor of 1,000 over three years, and what that means for personal, on-device AI✅ Why China's Belt and Road and India's Citizen Stack (1.4 billion customers signed up) are quietly winning the global data game while Silicon Valley focuses on frontier models✅ Sandy's provocative proposal: a 10% equity contribution to sovereign wealth funds at company formation, which would have created a $10 trillion US fund if started in 1990⏱️ TIMESTAMPS0:00 Why AI alone loses money: the hedge fund reality check2:07 Shared wisdom, community intelligence, and organizational culture4:25 AI buddies: the brilliant librarian inside your company5:44 Deliberation.io: making meetings 2x more effective7:01 Using AI for exploration and long-range strategic thinking11:29 Who's to blame when AI fails: executives or the machine?14:28 Why AI can't do causality and what that means for leaders18:14 AI's killer app for remote work and distributed organizations21:09 A doctor built a hospital OS in 6 weeks: small teams, massive impact24:09 Job displacement, social safety nets, and the sovereign wealth fund idea27:01 Reinventing education: Costa Rica's bet and the MIT Media Lab model32:16 LLMs vs. older AI: why you need both (and the loyalagents.org initiative)37:13 Practical starting points for redesigning work with AI40:16 Misinformation, data provenance, and the billion-dollar North Korea problem48:50 The global data race: China, India, UAE, and why frontier models aren't the game54:00 Cybersecurity warning: agentic AI creates massive new attack surfaces

With so much of the world focused on games right now, it seemed only natural for us to do the same and the results are pure off-the-rails gold. (If they gave medals for going on random tangents, we'd be the competitors to beat.) In this new side quest, we discuss Reigns: The Witcher, the just-announced Witcher mobile game releasing later this month, before we deep dive into all the recent rumors about a possible new Witcher 3 DLC. Could they be true, and if so, what would we like to see? We consider the pros and cons of releasing DLC for a game that's now over a decade old before we wrap up with Valerie's thoughts on The Conqueror's Witcher Virtual Challenge and why she may never make it out of Velen. Oh, and we wind up talking about sex cards. Because of course we do.

Numen Technologies Limited, is an Irish technology company driven by a simple but powerful principle: privacy is at the heart of everything they do, and in the modern age of AI, this is so important. To find out more about what they do I caught up with one of their co-founders Jeethu Rao. Jeethu talks about his background, on device SLM's, current AI, moravec paradox, Chat GPT and more. More about Numen technologies Limited: Numen technologies was founded in 2020, in Dublin, Ireland and they specialise in on-device machine learning and care deeply about privacy. They also build ML powered products that are private by default. Numen build three products that put privacy first. Private LLM is an on-device AI assistant offering fully private, subscription-free intelligence on Mac, iPhone, and iPad. Slop or Not uses models trained on millions of samples, optimised for Apple Neural Engine, to detect AI-generated text and images. Clean Links strips tracking from URLs and reveals what's behind shortened links and QR codes. Everything processes locally. No tracking. See more podcasts here.

Quick Howto: Extract URLs from RTF files https://isc.sans.edu/diary/Quick%20Howto%3A%20Extract%20URLs%20from%20RTF%20files/32692 German Agencies Warn of Signal Phishing Targeting Politicians, Military, Journalists German: https://thehackernews.com/2026/02/german-agencies-warn-of-signal-phishing.html English: https://www.verfassungsschutz.de/SharedDocs/publikationen/DE/praevention_wirtschafts-und_wissenschaftsschutz/2026-02-06-gemeinsame-warnmitteilung-phishing.pdf?__blob=publicationFile&v=3 Someone Knows Bash Far Too Well, And We Love It - Pre-Auth RCEs https://labs.watchtowr.com/someone-knows-bash-far-too-well-and-we-love-it-ivanti-epmm-pre-auth-rces-cve-2026-1281-cve-2026-1340/ Pre-Auth RCE in BeyondTrust Remote Support & PRA CVE-2026-1731 https://www.hacktron.ai/blog/cve-2026-1731-beyondtrust-remote-support-rce https://www.beyondtrust.com/trust-center/security-advisories/bt26-02 Fortinet FortiClientEMS SQLi in the administrative interface https://fortiguard.fortinet.com/psirt/FG-IR-25-1142

Numen Technologies Limited, is an Irish technology company driven by a simple but powerful principle: privacy is at the heart of everything they do, and in the modern age of AI, this is so important. To find out more about what they do I caught up with  one of their co-founders Jeethu Rao.Jeethu talks about his background, on device SLM's, current AI, moravec paradox, Chat GPT and more.More about Numen technologies Limited: Numen technologies was founded in 2020, in Dublin, Ireland and they specialise in on-device machine learning and care deeply about privacy. They also build ML powered products that are private by default.Numen build three products that put privacy first. Private LLM is an on-device AI assistant offering fully private, subscription-free intelligence on Mac, iPhone, and iPad. Slop or Not uses models trained on millions of samples, optimised for Apple Neural Engine, to detect AI-generated text and images. Clean Links strips tracking from URLs and reveals what's behind shortened links and QR codes. Everything processes locally. No tracking.

Jüdische Siedlerinnen und Siedler sollen im Westjordanland erstmals Land kaufen können. Mit den Beschlüssen des israelischen Sicherheitskabinetts erhöhe Israel seine Kontrolle über das Westjordanland, sagt die freie Journalistin Vera Weidmann in Tel Aviv. Weitere Themen: · Das Humanitäre Völkerrecht ist geschwächt. Zu diesem Schluss kommt ein Bericht der Genfer Akademie für humanitäres Völkerrecht und Menschenrechte. Mitautorin Anna Greipl sagt, schwere Verstösse während bewaffenten Konflikten würden von Staaten zunehmend hingenommen. · Unternehmen sind stark von einer intakten Natur abhängig. Zu diesem Schluss kommt ein Bericht des Welt-Biodiversitätsrates. SRF-Wirtschaftsredaktorin Felicitas Erzinger zeigt auf, wie abhängig die Wirtschaft von der Umwelt ist und welche Massnahmen im neuen Bericht empfohlen werden. · Wer einen neuen Computer oder eine neue Spielkonsole kaufen will, muss tiefer in die Tasche greifen. Grund dafür sind massiv höhere Preise bei Speicher-Chips. Andreas Morf handelt mit Computer-Chips für Industriekunden. Er erklärt warum es der KI-Boom ist, der zu einer längerfristigen Speicherknappheit führt.

HEADLINE: Cold Dark Matter and WIMPs. GUEST: Govert Schilling. SUMMARY: Neutrinos are ruled out for Cold Dark Matter as Schilling describes the WIMP search at CERN and how computer simulations validate the model.

Microsoft Patches Four Azure Vulnerabilities (three critical) https://msrc.microsoft.com/update-guide/vulnerability Evaluating and mitigating the growing risk of LLM-discovered 0-days https://red.anthropic.com/2026/zero-days/ Gitlab AI Gateway Vulnerability CVE-2026-1868 https://about.gitlab.com/releases/2026/02/06/patch-release-gitlab-ai-gateway-18-8-1-released/

EU Commission claims the TikTok algorithm is bad for you. Tech stocks took a hit last week. Colleges look to ban smartglasses for testing. OpenAI's scheme to eat up all the RAM is also hurting their own products. Samsung is skipping magnets on the S26. Vivo is looking to compete with action cameras. Steam Machine is delayed because of component costs, but why did we think it would be cheap? Let's get our tech week started off RIGHT! -- Show notes and links here: https://somegadgetguy.com/b/4ad Support Talking Tech with SomeGadgetGuy by contributing to their tip jar: https://tips.pinecast.com/jar/talking-tech-with-somegadgetgu Find out more at https://talking-tech-with-somegadgetgu.pinecast.co This podcast is powered by Pinecast. Try Pinecast for free, forever, no credit card required. If you decide to upgrade, use coupon code r-c117ce for 40% off for 4 months, and support Talking Tech with SomeGadgetGuy.

A weekly update on what's happening with the Employment Rights Act 2025. Visit www.danielbarnett.com/employmentrightsact for more details.

Send us a textThis story tells how Grandma Juanita Ray's father, Great-Grandpa Irving J. Ray, gave Grandpa Edward Jeffrey Hill a wad of crinkled $20 bills to help purchase a state-of-the art computer.  It taught Grandpa a lesson in generosity and love. In gratitude he named the computer "IRV" and used that computer for 15 years! 

2015 年，《OK Computer》被美国国会图书馆认定为「具有文化、历史或美学意义」的录音作品，并被收录进国家录音登记处。这一荣誉使它与贝多芬的四重奏、马丁·路德·金的「我有一个梦想」演讲并列。它对后世音乐的影响是深远的。Coldplay 的宏大叙事，Muse 的戏剧性，Arcade Fire 的集体焦虑，Interpol 的阴郁美学，Bloc Party 的电子与摇滚融合——都可以追溯到这张专辑开辟的道路。但更重要的是它的预言性力量。现在是 2026 年，距离 Radiohead 发布那张划时代的《OK Computer》，已经过去了漫长的时光。1997 年，Radiohead 站在世纪末的迷雾里向前看，写下了关于科技、孤独与焦虑的预言；2026 年，我们在算法、智能穿戴和过度连接的时代里向后望，惊觉那些预言已严丝合缝地成为了现实。为什么要在今天重听这张专辑？并不是为了纪念某个整数年份，而是因为《Electioneering》里那句死死钉住我的歌词：When I go forwards, you go backwards, and somewhere we will meet.当年的科幻想象，如今只是我们习以为常的呼吸。在现在这个时代，重新打开这张专辑，比任何时候都更有意义。今天这期节目，我们一起看看这张专辑是在什么样的背景和故事中诞生的，然后，一首一首地听专辑中的 12 首歌，听听它们是如何穿过时间隧道，和现在的我们再次相遇。这期节目会比较长，建议收藏然后慢慢聆听~下面，让我们开始这趟音乐之旅。

Writer and game designer Kat Clay joins Liz and Ben to point and click on Rincewind once more, as we discuss the 1996 graphic adventure game Discworld II: Missing, Presumed…!? from Perfect Entertainment. When the wizard Windle Poons dies, no-one comes to collect his soul – and this isn't the first time Death has been derelict in his duty. Something must be done, and the Archchancellor knows just the man for the job: so-called wizard and veteran videogame protagonist, Rincewind! Can he – that is to say, you – navigate an ever more fiendish chain of elaborate tasks to summon Death, and persuade him to go back to work? Or will the Disc be doomed to immortality? The first Discworld point-and-click graphic adventure, released in 1995, was a hit. So of course Perfect Entertainment – the merged form of Teeny Weeny Games and Perfect 10 Productions – returned just one year later with a sequel. While not quite as well known as the original, Discworld II: Missing, Presumed…!? (or Discworld II: Mortality Bytes in the US) once again features Eric Idle as Rincewind, a cast of thousands (voiced by three), and a plot constructed from bits of Discworld novels (mostly Reaper Man and Mort). It also features an original song written and performed by Idle, a brand new visual style, and more fourth wall breaks than you can shake a Suffrajester at. The team, headed by Angela Sutherland and Gregg Barnett, would go on to produce one more Discworld game: Discworld Noir, a brand new story with an original protagonist. But like its stablemates, Discworld 2 is currently out of publication. Have you played Discworld 2? Did you find it easier than the first one? Was it written with an awareness that women play videogames? Do you prefer the cel-animation look of this game, or the cartoony pixels of the first one? Does it feel more like the Discworld, or a spin-off from Monty Python? And for subscribers especially, would you like to watch Ben stream these games and play along? Join our online conversation by using your fingers with the social media platform, and then clicking on the hashtag #Pratchat92. Guest Kat Clay (she/her) is a writer of fiction and tabletop roleplaying games from Melbourne, Australia. Her writing is mostly horror, and has included short stories, game reviews, novellas and hopefully an upcoming full-length novel. Kat won a Silver ENNIE award for her Call of Cthulhu adventure, The Well of All Fear, and her recent modern-day Cthulhu adventure, Resort, won Best Scenario at the 2025 Australian Industry Roleplaying Awards. You can find out more about Kat, and read some of her work, at katclay.com. You can also find her on social media, including Bluesky as @katclay.com, and buy her adventures via DriveThruRPG – where they're all bestsellers! You can find episode notes and errata on our web site. Next month we're getting schooled in legends and lore via Pratchett's collaboration with Jacqueline Simpson, The Folklore of Discworld! We'll be looking at the third edition, which references all the novels up to Raising Steam. Send us your questions via email (chat@pratchatpodcast.com), or send us a magpie via social media using the hashtag #Pratchat93. Want to help us get to the end of our six(ish) year mission and read every Pratchett book – and more? You can support us with a tip, or a subscription for as little as $2 a month, and that's cuttin' our own throats! See our Support Us page for details.

Is this the beginning of the end for SaaS as we know it?In a single week, AI announcements erased hundreds of billions of dollars in market value from the world's largest software companies. Anthropic, OpenAI, and a new generation of autonomous AI agents didn't just release updates — they exposed a structural shift in how work gets done.In this episode, Isar Meitis breaks down why this moment isn't just another hype cycle. AI agents can now code, reason, coordinate, schedule tasks, browse the web, and run workflows in parallel — without constant human supervision. That changes the economics of software, labor, and entire business models.The takeaway is uncomfortable but clear: large enterprises may survive — but smaller, single-purpose SaaS products are already being replaced. Business leaders who don't adapt quickly risk being left behind by companies that can now move 10x faster with fewer people.In this session, you'll discover:Why the so-called “SaaS Apocalypse” wiped out over $300B in market value in daysHow AI agents are replacing entire categories of software — not just automating tasksWhat Anthropic's Claude Opus 4.6 and OpenAI's Codex reveal about the future of workWhy multi-agent systems change productivity economics foreverThe difference between enterprise infrastructure SaaS and vulnerable niche toolsWhy hallucinations, autonomy, and speed create new operational risksWhat business leaders must do now to stay competitive in an agent-driven worldAbout Leveraging AI The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/ YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/ Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events If you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!

Should I upgrade Win11 to 25h2 and Norton is trying to sell me an upgrade, My new internet service is in Basement so now I need to relocate the Router, Old Cell phones to transfer pictures, Bithumb was all thumbs when rewarding its customers with BTC vs WON. Can't get on to Facebook anymore was kicked out! FBI is locked out of reporters Phone.

Waymo Automus cars being controlled remotely!!!! College Board banning Smart Glasses from SATs, Panara Bread hacked, Canadian VPN provider server taken by Law enforcement. How fast do they go to the moon? 22,000.00 MPH, Supermarket Sorry for punting the wrong patron after Facial Recognition correctly flags the bad guy. Facewatch keeps the bad guys out of the store, Flicker Data breach, Bank no longer sends a OTP code to access accounts, Multi-Monitor issue , Green Screens on 2nd PC after it was already returned.

Broken Phishing URLs https://isc.sans.edu/diary/Broken+Phishing+URLs/32686/ n8n command injection vulnerability https://github.com/n8n-io/n8n/security/advisories/GHSA-6cqr-8cfr-67f8 Android February Update https://source.android.com/docs/security/bulletin/pixel/2026/2026-02-01?hl=en Watchguard Firebox LDAP Injection https://www.watchguard.com/wgrd-psirt/advisory/wgsa-2026-00001

Malicious Script Delivering More Maliciousness https://isc.sans.edu/diary/Malicious+Script+Delivering+More+Maliciousness/32682 Synectix LAN 232 TRIO Unauthenticated Web Admin CVE-2026-1633 https://www.cisa.gov/news-events/ics-advisories/icsa-26-034-04 Google Chrome Patches https://chromereleases.googleblog.com/2026/02/stable-channel-update-for-desktop.html LookOut: Discovering RCE and Internal Access on Looker (Google Cloud & On-Prem) https://www.tenable.com/blog/google-looker-vulnerabilities-rce-internal-access-lookout

Dan Nathan hosts Rishi Jaluria from RBC Capital on the 'Okay, Computer' podcast, discussing the recent downturn in software stocks amid a contrasting performance in the semiconductor sector. Rishi attributes the decline to the rise of AI and its transformative impact on software companies. The conversation covers the uncertain future of enterprise software, with examples like Salesforce and Oracle experiencing significant drops. They explore how AI adoption could drive margin expansion across various industries, including retail and oil and gas. Finally, the potential of companies like Microsoft and HubSpot to leverage AI for growth is considered, along with the future role of AI leaders OpenAI, Anthropic, and Google in shaping the tech landscape. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media