Podcasts about COT

This week, we discuss Meta's Muse, who's spending $500 million on tokens, and why nobody can measure AI ROI. Plus, the case for importing NyQuil by the suitcase. Watch the YouTube Live Recording of Episode 592 Runner-up Titles You're Mom's not sending it via DHL. Hope you like your toast blackened. Magic of Nerds. Are you a Muse boy? Hacking Australia. I love a good survey. Not using the keyboard shortcuts. Talking is the new typing. Nobody knows what's going on, let's just drive faster A foundation of sand Just give me an API Let's stop asking and start taking Who's spending $500 million on tokens? Talking is the new typing Rundown Muse Can Muse make us forget the metaverse? The Facebook Fake-Out MongoDB Stock Sinks 18%. Why the CEO Departure Timing Is Bad for the Stock. MongoDB stock tanks after Meta poaches CEO Meta launches enterprise AI platform, hires MongoDB CEO to lead new initiative Anthropic What's in Anthropic's IPO Filing Anthropic releases Sonnet 5.5, which it calls a significantly cheaper, faster work partner Anthropic Cuts Costs on Claude Opus 5.5 as IPO Looms Anthropic to pay Akamai $11.6 billion over seven years in cloud deal What's in Anthropic's I.P.O. Filing State of AI State of AI AI faces $6 trillion test to justify data centers, Bain says State of Tokenomics, September 2026: AI Tokenomics Insights Relevant to your Interests Introducing System One Models & Jev - TypeSafe AI Blog Infinidash: AWS's New Observability Play Has Great Bones and a Terrible Bedside Manner Docker Sandboxes Promotion | Docker How Three Brothers Built an AI Slop Empire by Buying Legitimate News Sites and Turning Them Into Zombie Content Farms That They Say Get 50 Million Page Views per Month Redis Iris | Redis The Rise of the Forward Deployed Engineer — and How To Do the Job Right Jason Scharf (@Jason_A_Scharf) on X Google seemingly confirms plans to kill ChromeOS in 2034 Thorsten Ball - What I believe about the future of software development Oxide Computer Company and Carahsoft Partner to Bring On-Premise Cloud Computing to the Public Sector AWS Admits Permanent Data Loss After Iranian Strikes Hit Gulf Cloud Facilities NVIDIA Launches Open Agent Safety Platform to Secure Agents From Testing to Deployment OpenAI pauses training of latest models after agents probed US government sites in unexpected ways Nonsense Cable Identification Conferences DevOpsDays Prague, Oct 5, 2026, Coté speaking. VMware Explore Frankfurt 2026, Oct 13-14, 2026 - Coté speaking. DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 VMware Explore London, Nov 18-19, 2006, Coté speaking. Cloud Native Denmark, Nov 19th, 2026, Coté keynoting, Discount Code: CSVFTW Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. Coté speaking. cfgmgmtcamp, Ghent, Belgium, February 1-3, 2027 SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Take a screenshot of a window on Mac Matt: Sydney Marathon Coté: Spacebar in Claude code: run [/voice](https://support.claude.com/en/articles/14554000-claude-code-power-user-) then hold the space bar

Text the show! Portland can tow and crush a lived-in RV, then pay nearly $2,900 a month for its former occupant to sleep in a temporary shelter pod. Who gets paid when she stays—and who measures whether she ever gets out?Tonight on Sequel Sunday, we follow Methany, a composite, through the homelessness system's own map. She starts with an RV she owns. Then come the tow truck, the shelter cot, the tiny-home clock, harm reduction, the wait for treatment, job requirements, and a health-insurance cliff.At every stop, I ask: Is she better off? Are you, the taxpayer, better off? And did either of us move closer to independence?Naloxone saves lives. I'm glad it does. But if we count every night, visit, and “touch point” while nobody counts how many people no longer need the program, the method has eaten the mission.⏱️ CHAPTERS00:00 Are We Paying for a Solution?01:33 When the Method Replaces the Mission04:21 Meet Methany and the Home She Owns06:47 The Cost of Shelter Versus Housing09:25 Towing and Crushing Lived-In RVs11:34 A Cot, a Pod, and a 120-Day Clock13:57 Count Results, Not Touch Points17:07 What a Safe RV Lot Could Do20:19 What Harm Reduction Does—and Doesn't22:56 Ready for Detox, but No Bed Is Open25:46 Housing That Supports Recovery27:40 Work Requirements Without a Job Ladder32:41 The Benefits Cliff37:49 Pay for Exits and Measure Independence

This week, we discuss why Sun really failed, the New Kingmakers becoming agents, and AI doom brackets. Plus, the NC State fumble and tech's biggest own goals. Watch the YouTube Live Recording of Episode 591 Runner-up Titles I'm trying to take a break from AI I knew it was some numbers Hey man, the business is over No budget meetings that day Developers don't always win It's probably fine and now Vercel has a new customer There's no concept of “why RAM?” How do we feel about Wall-E? Fall Down With the Ball Sun Had Become Bored with the Mechanics of Running a Business Yahoo Buying Google I Haven't Seen This Bag Done It's Just Like a Tornado Hitting Your House Sun Sunday The New Kingmakers Are Agents Developers Have Lost a Lot of Power Give Me Five Architectures The AI Industry Likes Talking About This Too Much for It to Be Real It's Incredibly Hard to Exterminate All of Humanity Systemic Takeover, But We're All Happy Superloop, Who Dis? Rundown What Sun got wrong | The Observation Deck Agents: The new, New Kingmakers The AI Apocalypse Bracket: Just How Doomed Are We, Really? Relevant to your Interests The contagion of fear | The Observation Deck Iran strikes on Amazon data centers caused permanent loss of customer data Zuckerberg distances Meta from calls for a coordinated approach on an AI slowdown The Enshittification Resistant Software Project Would you buy branded clothing from your favourite tech firm? Stopping The AI Safety Cult ft. Adam Becker & Cal Newport — Better Offline Flock Offers Employees Buyouts as Customers Flee “Everyone's in a race to replace GitHub": Zed launches Delta because agents made pull requests obsolete AWS reimagines the getting started experience Nonsense Rising beef costs push a Top 50 Texas BBQ spot to pull brisket from its everyday menu Conferences DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30-Oct 1, 2006, Lithuania. DevOpsDays Prague, Oct 5, 2026 , Coté speaking. VMware Explore Frankfurt 2026, Oct 13-14, 2026 - Coté speaking. DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 VMware Explore London, Nov 18-19, 2006, Coté speaking. Cloud Native Denmark, Nov 19th, 2026, Coté keynoting, Discount Code: CSVFTW **** Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. Coté speaking. cfgmgmtcamp, Ghent, Belgium February 1-3, 2027 SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: YouTube TV new Multiview and Sports Plan Matt: SuperLoop

Hoy nos acompaña Tirso Calero, director de cine, guionista, y escritor del libro “Winner & Thompson”. Hablamos sobre Los Cañones de Navarone, la filmografía de Lee Thompson, y su libro en torno a la figura de los dos cineastas. Cine bélico del de antes, aventuras con sabor añejo y aires épicos. La odisea del comando se antoja inalcanzable, deben escalar un acantilado en medio de las islas del mar Egeo. La película te agarra por las solapas desde el comienzo. Desde el encuentro de Mallory -Gregory Peck con el comodoro -James Robertson, también el narrador de la historia-, que le explica los detalles de su misión. Un tremendo ritmo insufla aire en las velas del caique, la embarcación griega donde navegan nuestros héroes disfrazados de pescadores. Las escenas de acción se suceden sin freno, el abordaje de los alemanes, la tormenta, el naufragio contra los arrecifes, la subida del acantilado, el dilema moral que se dirime entre los miembros del grupo cuando el comandante -Anthony Quayle- queda inutilizado al despeñarse en la escalada. Así un episodio tras otro, hasta llegar al clímax final con David Niven y compañía colocando los explosivos bajo los cañones dentro de la guarida nazi. Aparte de la espectacularidad de las secuencias, los efectos visuales se llevaron un Oscar. Los personajes son de carne y hueso, sentimos el dolor de esos tipos hartos de muerte. Brown -Stanley Baker- titubea ante un nazi, no puede más, y eso que le apodan el carnicero de Barcelona, el más civilizado de ellos , el experto en explosivos, un magnífico David Niven, con su flema británica aporta distinción al film, no digamos ya el animal de la pantalla Anthony Quinn, Stavros, y encabezando el plantel Gregory Peck, Para dar color a la cosa Foreman incluyó en el guion como novedad sobre la novela original de Alistair MacLean dos personajes femeninos, con intervenciones cortas, que en mi opinión aportan humanidad y belleza al conjunto, con Gia Scala y su doloroso acercamiento a Mallory, y la dureza mediterránea de la atractiva Irene Papas, poco después volverá a hacer pareja con Quinn en la conocida “Zorba el griego”. Detrás de esta superproducción, Carl Foreman, el guionista de “Solo ante el peligro”, productor del film, antes de contratar a J Lee Thompson contaron con Alexander Mackendrick. Al parecer no convenció a Foreman y Peck, que admiraba el buen hacer de Thompson en su anterior "La India en llamas", recomendó al director británico. Esta noche aplaudimos a los novios en la boda de un pueblo griego… Raúl Gallego, Salvador Limón, Zacarías Cotán y Tirso Calero

durée : 00:03:14 - La grande matinale - Une question simple et inquiète ce matin : nos finances publiques sont-elles encore sous contrôle, avec une charge d'intérêts de 91 milliards d'euros l'an prochain. - équipe : Dominique Seux Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

L'Entreprise agentique : Pourquoi votre mode d'organisation va déterminer la valeur de votre entreprise Par Régis BAUDOUIN L'intégration de l'agentique dans les entreprises requiert une transformation des processus. Définition de l’entreprise agentique ; L'entreprise qui met en œuvre des agents IA pour exécuter des taches répétitives. Ces agents sont pilotés par un manager humain qui à la charge de plusieurs agents. Cette nouvelle organisation agentique nécessite des moyens dédiées pour atteindre les objectifs fixés par l’organisation. J'ai abordé ce mode de travail en prospective avec l'article sur l'entreprise frontière (juin 2025) définie par Microsoft. Ce mode d’organisation devient actuellement le standard de travail pour les entreprises les plus avancées en IA. Une question fondamentale subsiste : que se passe-t-il lorsque ces technologies agentiques franchissent la porte des bureaux ? La transformation à laquelle nous assistons n'est plus seulement technique ou ergonomique. Elle est profondément organisationnelle et financière. L'entreprise de 2026 ne se contente plus d'équiper ses salariés avec des logiciels d'aide à la saisie. Avec la bascule dans le modèle « Agent-First » (agentique), les équipes deviennent hybrides, composées autant d'humains que d'agents autonomes. Souvent on voit la question, combien d’agents travaillent pour toi actuellement ? Dans cette nouvelle économie, la valeur d'une entreprise se mesurera désormais à sa capacité à être pilotée par des intelligences artificielles. L'Organisation « Agent-First » — Manager une équipe mi-humaine, mi virtuelle Pendant des décennies, l'organigramme d'une entreprise répondait à une pyramide d'exécution claire : la direction fixait la stratégie, le management intermédiaire déléguait, et les collaborateurs exécutaient les tâches opérationnelles en s'aidant d'outils informatiques. Dans l'entreprise Agent-First, cette structure s’effondre au profit d'un organigramme hybride. ┌─────────────────────────┐ │ CHEF D'ORCHESTRE │ │ (Humain) │ └────────────┬────────────┘ │ ┌──────────────────────────┴──────────────────────────┐ ▼ ▼ ┌─────────────────────────┐ ┌─────────────────────────┐ │ COLLABORATEUR │ │ FLOTTE D'AGENTS IA │ │ (Humain) │ │ (Autonomes) │ └────────────┬────────────┘ └────────────┬────────────┘ │ │ └──────────────────────────┬──────────────────────────┘ ▼ [ Réalisation des Projets ] Le collaborateur devient un « Manager d'Agents » Le quotidien de l’employé change de nature. Son rôle n’est plus d’exécuter une tâche répétitive (rédiger un rapport, classifier des prospects, rapprocher des factures), mais de piloter une flotte d’agents spécialisés. Plusieurs argents sont à mettre en œuvre. L'Agent Analyste agrège et vérifie les données. L'Agent Rédacteur prépare les synthèses. L'Agent Opérationnel déclenche les actions sur les systèmes tiers via le protocole MCP (Model Context Protocol). L'humain n'est plus l'exécutant de la chaîne : il devient le garant de l'intention, l’arbitre éthique et le contrôleur de la qualité (Human-in-the-Loop). C’est lui qui décide en dernier recours. Concrètement, qu'est-ce qu'une entreprise Agent-First ? Ce n’est pas juste donner des accès ChatGPT à ses salariés. C'est repenser tout le fonctionnement autour de trois piliers. Les collaborateurs deviennent des managers d’IA. Ils ne rédigent plus les rapports ni ne traitent la donnée brute : ils définissent l’objectif, puis contrôlent le travail livré. C’est un management par intention. L’exécution est confiée à des escouades d’agents spécialisés. Un agent collecte la donnée, un deuxième l’analyse, un troisième rédige, pendant qu’un quatrième contrôle la conformité. La tâche ne prend plus trois jours, mais trois secondes. Les processus métier sont pilotés par des API. L’information circule directement entre agents sans friction humaine. L’humain n’intervient plus dans la boucle d’exécution, il intervient sur la boucle pour valider et arbitrer. » Le défi managérial : L’hyper-supervision et la redéfinition de la productivité Ce glissement pose d’immenses défis de gouvernance interne. Ainsi, des mesures concrètes sont nécessaires pour le maîtriser. Le syndrome du cockpit : En déléguant à des dizaines d’agents qui travaillent en arrière-plan à toute vitesse, le risque de saturation cognitive pour le manager humain est réel. Comment garder le contrôle sans être submergé par les notifications de validation ? SI l’IA rencontre un incident, comment peut-il reprendre le contrôle ? La fin du temps de présence comme métrique : Mesurer la performance au temps passé sur un écran n’a plus aucun sens quand un collaborateur peut accomplir la charge de travail d’une semaine en deux heures grâce à sa flotte d'IA. La valeur se déplace sur la clarté du brief (promptitude fonctionnel) et la capacité de jugement. De l'API à la Valorisation — Le test critique de l’« Agent-Readiness » Pendant les années 2000, les entreprises sans site web ont périclité. Il fallait disposer d’un site de e-commerce. De plus, en 2010, celles qui ont manqué le virage du smartphone ont été balayées. Aujourd’hui, un nouveau filtre darwinien s’impose. Il s’agit de l'argentique readiness. Cette capacité permet à une entreprise d’être lisible et consommable par des agents IA tiers. Techniquement c’est disposer des API ouvertes pour que les LLM agentiques puissent accéder aux données. La désintermédiation par les agents acheteurs Demain, ce ne sont plus des consommateurs ou des acheteurs B2B qui navigueront sur votre site web pour comparer vos tarifs ou lire vos fiches produits. Ce seront leurs agents autonomes mandatés. Le trafic des agents web a augmenté de 45% en 2026. Si le système d'information de votre entreprise est enfermé derrière des formulaires complexes, des verrous d’accès obsolètes ou des interfaces graphiques illisibles pour une machine, l’agent d’achat passera simplement son chemin et commandera chez votre concurrent. C’est un point clé de l’E-commerce actuel. Les clients ne vont pas venir. Ils vont envoyer leur agents qui vont apporter la réponse à l’utilisateur sans qu’il ait à naviguer sur votre site. Coté expérience utilisateur, il faut revoir tous les sites pour disposer d’une entrée agentique et une entrée humaine. Ce qu’est une entreprise “Agent-Ready” Une organisation prête pour l’ère des agents valide trois critères techniques et stratégiques majeurs : Des API d’action ouvertes et sécurisées : Vos produits, stocks, tarifs et services doivent être interrogeables en temps réel via des normes standardisées (comme le MCP). Une donnée interne structurée : Vos bases de données doivent être nettoyées et documentées pour qu’un agent interne puisse y piocher sans créer de fausses informations (hallucinations). Une gouvernance de sécurité claire : Des règles d’habilitation strictes conformes aux exigences de la CNIL et de l’AI Act européen pour éviter les attaques par injection ou les fuites de données contextuelles. Être Agent-Ready ne résume pas à installer quelques robots d’indexation ou à ajouter un chatbot sur la page d’accueil de son site web. C’est une refonte structurelle du système d’information (SI) pour le rendre nativement compréhensible, interrogeable et exécutable par des intelligences artificielles autonomes. Une organisation véritablement Agent-Ready repose sur quatre piliers techniques et stratégiques indissociables : 1. L'Exposition d'APIs d'Action ou des MCP Historiquement, les sites internet ont été conçus pour des yeux humains : du texte, du style CSS, des boutons et des formulaires. Pour un agent autonome, ces interfaces graphiques représentent du bruit inutile et des sources d’erreurs d’interprétation. Une entreprise Agent-Ready double son interface visuelle d’une couche d’API transactionnelles standardisées : Adoption des standards ouverts (ex: MCP / Model Context Protocol) : Les services de l’entreprise (catalogue, calendrier de réservation, outil de facturation) sont exposés via des connecteurs capables d’indiquer à un agent distant exactement ce qu’il peut faire, les paramètres requis et le format attendu. Le passage à la transaction directe : L’agent acheteur ne consulte pas seulement un tarif : il peut initier, négocier et valider un acte d’achat ou de réservation en une seule requête sécurisée, sans passer par un tunnel de conversion web traditionnel. 2. La Structuration et la Souveraineté de la Donnée Un agent IA ne peut pas fonctionner efficacement sur des données obsolètes, éparpillées ou contradictoires. Si la base de connaissances d’une entreprise contient trois versions différentes des conditions générales de vente ou des fichiers clients doublonnés, l’agent générera des erreurs (hallucinations) ou bloquera l’exécution. Des bases de connaissances vectorielles (RAG-Ready) : L’entreprise numérise, nettoie et formate son patrimoine documentaire (fiches techniques, contrats, catalogues, historiques de support) pour qu’il soit instantanément analysable par des moteurs de recherche sémantique. La mise à jour en temps réel : L’inventaire de données doit refléter l’état exact de l’entreprise à la seconde près. Un agent d’achat qui réserve un produit qui s’avère en rupture de stock créera une rupture de confiance technologique immédiate. 3. La Sécurité, la Conformité et la Gestion du Risque Ouvrir son système d’information à des agents externes représente un défi de cybersécurité inédit. Il ne s’agit plus seulement de bloquer des attaques informatiques classiques, mais d’empêcher la manipulation de la logique même des agents. La protection contre l’injection de prompts (Prompt Injection) : L’entreprise Agent-Ready filtre et assainit toutes les requêtes entrantes pour éviter qu’un agent externe ne soit « piraté » par une instruction malveillante dissimulée dans une commande. Le respect du RGPD et du droit européen (AI Act) : Chaque interaction inter-agents est journalisée. L’entreprise est capable de prouver quelle donnée a été transmise, à quel agent, pour quel usage précis, et sous quel consentement explicite. 4. L'Identité Numérique et les Protocoles de Négociation Inter-Agents Dans un monde où les agents négocient entre eux, l’entreprise doit pouvoir authentifier formellement les identités et accorder des niveaux d’habilitation fins. La signature d’intention et la biométrie : Lorsqu’un agent tiers effectue une réservation ou une modification au nom d’un client, l’entreprise Agent-Ready exige un certificat d’intention (preuve que l’humain a donné son accord via Face ID ou clé de sécurité). Les micro-transactions automatisées : Les systèmes de paiement sont ajustés pour gérer des flux financiers de manière transparente et sécurisée via des portefeuilles numériques intégrés (wallets), autorisant des paiements à l’usage ou à la requête (pay-per-API-call). La Grille d’Évaluation : Êtes-vous “Agent-Ready” ? Pour mesurer la maturité d’une organisation face à ce nouveau filtre darwinien, XY Magazine propose ce barème d’auto-évaluation : NiveauMaturitéDescription de l’InfrastructureNiveau 0InaccessibleL’information est bloquée derrière des formulaires complexes, des fichiers PDF scannés ou des CAPTCHA visuels. Les agents vous ignorent.Niveau 1LisibleVotre site web contient des données structurées (Schema.org), permettant aux agents de lire vos prix et vos horaires, mais sans pouvoir agir.Niveau 2InteractifVous disposez d’API ouvertes et documentées pour permettre la prise de rendez-vous ou l’achat via des connecteurs tiers.Niveau 3Agent-NativeVotre SI est orchestré par des protocoles type MCP, gère l’authentification déléguée, et adapte dynamiquement ses workflows aux requêtes des agents en temps réel. Conclusion : L'organisation comme actif financier Historiquement, les analystes financiers et les investisseurs évaluaient une entreprise sur ses actifs tangibles, son chiffre d’affaires et la force de sa marque. Aujourd’hui, un nouveau coefficient multiplicateur s’invite dans la valorisation des entreprises. Le lien entre le mode d’organisation et la valeur financière d’une entreprise est devenu direct : ┌───────────────────────────┐ │ Entreprise "Legacy" │ ──> Structure rigide, SaaS multiples, Data en silos └─────────────┬─────────────┘ │ ▼ (Résultat) 📉 Décote de Valorisation : Pertes d'efficacité, coûts fixes lourds, désintermédiation subie. ┌───────────────────────────┐ │ Entreprise "Agent-First" │ ──> Équipes hybrides, Souveraineté Data, API ouvertes └─────────────┬─────────────┘ │ ▼ (Résultat) 📈 Surcote de Valorisation : Scalabilité exponentielle, coûts résiduels bas, capture du marché des agents. Une entreprise qui a su réorganiser son capital humain en managers d’agents (agentique IA) et ouvrir son infrastructure à l’Agent-Readiness bénéficie d’une efficacité opérationnelle inégalée. Elle produit plus vite, à des coûts marginaux réduits, tout en restant parfaitement connectée au nouvel écosystème numérique. À l’inverse, les organisations conservant des structures en silos et des processus manuels rigides subissent une décote immédiate. Elles paient le prix fort d’une double peine : une masse salariale engluée dans des tâches d’exécution à faible valeur ajoutée, et une invisibilité totale face aux agents d’achat qui dominent le marché. La transformation « Agent-First » n'est donc pas un simple projet du département informatique. C'est la pierre angulaire de la valeur stratégique et financière de votre entreprise pour la décennie à venir. FAQ : Organisation Agent-First et Valorisation Comment évaluer si mon entreprise est “Agent-Ready” ? Le test est simple : peut-on interroger votre catalogue de services via une API sécurisée sans formulaire ? Ainsi, un agent tiers peut-il vérifier vos disponibilités et initier une commande sans intervention humaine, créant une dette agentique ? Le modèle “Agent-First” risque-t-il d’entraîner des vagues de licenciements ? L’histoire des mutations technologiques montre que le volume de travail ne disparaît pas : il se déplace. L’objectif n’est pas de remplacer l’humain, mais de supprimer les tâches à faible valeur cognitive. Les entreprises qui réussissent cette transition sont celles qui forment leurs équipes à devenir des architectes et des superviseurs d’agents, augmentant ainsi leur capacité globale de production. Quel est le premier pas pour transformer une PME en organisation “Agent-First” ? La priorité absolue n’est pas d’acheter de nouveaux outils, mais de cartographier et nettoyer vos données. Ainsi, un agent ne peut être efficace que si les données de votre entreprise sont fiables. Elles doivent être structurées et accessibles via des autorisations sécurisées.The post L'Entreprise Agentique en 2026 first appeared on XY Magazine.

Transparency will save us This week, we discuss AI doom odds, WordPress's boardroom coup, and Meta's Muse assistant. Plus, a robot vacuum fire scare. Watch the YouTube Live Recording of Episode 590 Runner-up Titles Maybe you have too much The mopping sucks Why not us? I subscribe to all the conspiracies I brought my own pieces The true heroes are the open source users We learned a lot about VR on the way Fun for your spatial reasoning It's Only Cheating If You Get Caught Won't Somebody Slow Down? I Brought My Own Pieces A Big Living Room in the Sky I Don't Read the Five Stars, I Read the Four Stars Rundown AI Doom and Gloom Dario Amodei — We Must Pace the Frontier President Trump Is on the Line About an A.I. Slowdown How AI might reshape the economy The contagion of fear | The Observation Deck Goldman AI chief: Don't rule out open models The contagion of fear Executive behavior Matt Mullenweg tells (trolls?) Automattic staff, saying he's back in control after CEO ouster Automattic CEO Matt Mullenweg Put on 'Leave of Absence' Automattic's interim CEO and legal chief signed reciprocal severance deals during Mullenweg's brief ouster Ballmer to accept NBA's punishment, has 'sincere regrets' Introducing Muse: The World's First Personal AI Agent Built for Everyone Relevant to your Interests Ferrari on Miro acquisition: 'no small responsibility' Anemo Labs lands £700K to give AI a sense of smell Kenyan Startup Makes Robotic Hands That Translate Teacher's Voice into Signs for Deaf Students New Zuckoff app detects nearby Meta 'perv glasses': 'right to at least know that someone is recording' Google Cloud, Accenture Launch Unit to Put AI Engineers On-Site With Customers Cloud has a new bulk capacity market Like working from home? In Australia, it could become the law Tech giant Oracle rocked by another wave of layoffs after employees receive devastating 6 am email Oracle Surges 7% as AI Cloud Backlog Hits $664B, CoreWeave and Nebius Climb 4% Sponsors Atlassian — Hear from Atlassian & Vercel's CEOs and industry leaders from Dropbox, Lovable, and more at State of AI SDLC on September 22nd. Seats are limited, reserve your spot now. Conferences WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD50 25 Free Tickets Cloud Foundry Summit, Sept. 21-22, Heidelberg, Coté speaking. DevOpsDays Rockies, Sept. 22–23, 2026, Discount Code: 26DODSWEDEFTALK DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30-Oct 1, 2006, Lithuania. DevOpsDays Prague, Oct 5, 2026 , Coté speaking. VMware Explore Frankfurt 2026, Oct 13-14, 2026 - Coté speaking. DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 VMware Explore London, Nov 18-19, 2006, Coté speaking. Cloud Native Denmark, Nov 19th, 2026, Coté keynoting, Discount Code: CSVFTW **** Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. Coté speaking. cfgmgmtcamp, Ghent, Belgium February 1-3, 2027 SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Claude Code Remote Control (rc) command Matt: Mitre saw

Nouvelle preview dans le WFC avec en match phare ce weekend le Classique entre l'Olympique de Marseille et le Paris Saint-Germain. Comment éviter une raclée pour l'OM ? Voyez-vous un seul motif d'espoir ? Ce match va-t-il être une démonstration du Paris Saint-Germain ? Qui va marquer ? Ne manquez pas les cotes "piège" et "surprise" du weekend. Coté joueurs, on s'intéresse au cas Julian Alvarez. Le derby de Madrid peut-il être le début de la rédemption pour l'Argentin auprès des supporters de l'Atletico ? On vous propose ensuite les cotes "tap-in" et "coups du foulard" Ne manquez pas la grille 12 à remplir avec l'équipe du Winamax FC.Ce podcast est hébergé par Podcastics, la plateforme pour créer et diffuser votre podcast facilement.

Today, a heady cocktail of developments are coming at us across geopolitics, intermarket forces, but especially a new twist in the AI story as Anthropic CEO Amodei calls for an AI development "slowdown" with other key industry voices chiming in with supportive comments. We discuss what this may be all about as risk sentiment is rather spooked by the story and by the latest surge in oil prices and bond yields still pressing on cycle highs. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Saxo Head of Commodity Strategy Ole Hansen breaks down the latest COT report showing shifts in positioning across the US futures market complex, including some huge shifts in the FX space. Arnaud Bertrand says China is hyperscaling an AI data center far beyond anything the rest of the world has ever seen in the autonomous region of Inner Mongolia. WSJ runs an article on Russia's new generations of drones, which are applying new levels of pressure on Ukraine. Cory Doctorow with a very different take (LLM's are real, AI is fake) on the infamous "Hugging Face incident" as he pokes fun at the breathless anthropomorphizing of how AI agents hacked into systems and used message boards to communicate, etc., arguing that all of their actions were fully based on training data and showed no sign of intelligence. Many cool sub-links in this piece as well. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.    

durée : 00:08:19 - On n'arrête pas l'éco - A mesure que l'intelligence artificielle se déploie dans les entreprises, celles-ci se retrouvent à s'interroger sur le coût de cette nouvelle technologie. Jusqu'où le montant des factures peut-il décoller ? Un reportage de Sophia Berrada. - équipe : Sophia Berrada Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

This week, we discuss the VS Code documentary, Ed Zitron's rise to fame, and a 10% AI extinction forecast. Plus, the NFL's Australia travel gamble Watch the YouTube Live Recording of Episode 589 Runner-up Titles Sleep Strategy Obviously I Have Issues Not Sure It Was an Exciting Thing At One Point, I Knew That Bitterness Rug Pull The American in Me Would Be Bitter Gaping Pit of Despair They Don't Care if They Never Sell a Thing It's the First Time Silicon Valley Has Done Something Irresponsible With VC Money We've Got to Drive as Fast Into This Wall and See if We Get Through It We're Already Having to Keep Track of Which Time AGI Actually Started Nobody Can See That You Have Size Eighteen Fonts The Dystopian Future Always Takes Place in Australia We Gotta Drive as Fast as We Can Into This Wall and See if We Get Through It Even the Dutch Have Problems With Internet We Could Do Better, Slack Rundown The Rams think they've figured out jet lag. Australia is about to test their theory The Story of VS Code | Official Documentary He Did Tech PR. Now He Rails Against AI for a Living. How accurate have Ed Zitron's AI skeptic predictions been? Jacob Coxon leaves Anthropic and says no one is acting responsibly. Apple's iPhone Duo Relevant to your Interests The AI Engine That Re-Accelerated Snowflake 1Password wades into a right-wing mess after funding a Linux project I Asked 100 Companies for My Data. I Got Deletion Notices Instead Clouded Judgement 9.4.26 - Recurrent Depth I've factored the RSA keys of a Certificate Authority… Mistral secures €3B Series D to push sovereign AI into its next phase Clouded Judgement 9.4.26 - Recurrent Depth Write Things Down Nonsense Southwest Airlines to construct first-ever airport lounge at Austin airport The Netherlands Will Never Be Rid of Louisiana Crawfish Listener Feedback OpenAudible - Download, Backup and Manage Audible Audiobook Libraries Conferences WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD50 25 Free Tickets DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006, Lithuania. DevOpsDays Prague, Oct 5, 2026 - Coté speaking. DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting. Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. cfgmgmtcamp, February 1st to 3rd, 2027, Ghent. SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Base Power Matt: Ubiquiti UniFi Express 7 Pole: Wald Aaron: World Summit, Amsterdam Dungeon Crawler Carl YINYOO KBEAR Storm Professional in Ear Monitor Special Guest: Aaron Delp.

Nouvelle preview dans le WFC avec en match phare ce weekend le derby de Manchester entre United et City. Qui va s'imposer dans cette rencontre ? Quel projet de club est le plus avancé ? Qui fera la fierté de Manchester cette saison ? Ne manquez pas les cotes "piège" et les cotes "surprise" du weekend. Coté joueurs, on s'intéresse à la doublette offensive du Paris FC : Pablo Pagis - Lassine Sinayoko. Les deux seront-ils décisifs ce weekend face à l'Olympique Lyonnais ? On vous propose ensuite les cotes "tap-in" et "coups du foulard" Ne manquez pas la grille 12 à remplir avec l'équipe du Winamax FC.Ce podcast est hébergé par Podcastics, la plateforme pour créer et diffuser votre podcast facilement.

Architectures that incorporate opaque recurrence or allow for agents to communicate with each other using latents could rapidly make it much harder to monitor chains of thought or communication (we'll refer to this property as “monitorability” going forward). As companies begin to explore such architectures, we believe it is important to transparently share evidence about how monitorability varies with architecture and training method. To inform the scientific debate on how to make tradeoffs between performance and monitorability, we believe AI companies should: Regularly report externally verified information about the degree to which their architectures may allow for latent reasoning or communication. Companies should publicly disclose enough information about architectures to allow external scientists to determine whether they could potentially enable models to perform much more complex reasoning without this reasoning appearing in the chain of thought (“latent reasoning”) or allow for latent communication between different instances of a model. Following GDM, we propose measuring opaque serial depth as a minimally-invasive proxy for the degree to which an architecture may enable latent reasoning, though companies could provide sufficient architecture transparency in other ways. We propose that companies work with third-party evaluators to produce independently verified reports of the rough distribution of [...] ---Outline:(05:57) Appendix: A sketch of what stress tests of CoT monitorability could look like(06:31) Testing monitorability in control settings(07:57) Testing monitorability on deployment-time misbehaviors(08:55) Testing qualitative monitorability on (hopefully realistic) model organisms The original text contained 13 footnotes which were omitted from this narration. --- First published: September 10th, 2026 Source: https://www.lesswrong.com/posts/hLPGv8QjPcNLtDp3A/proposal-for-tracking-the-effects-of-architecture-on --- Narrated by TYPE III AUDIO.

TLDR: Astra has 8.6x better odds of doing a reasoning task without CoT than the next best model (Fable 5.1), and can do 7.2 serial arithmetic steps in a forward pass vs 4.1 for the next best model (Gemini 3.8 Flash/Fable 5.1) Epistemic status: Heavily LLM-dependent research, and the precise results are somewhat sensitive to researcher decisions, but I've done enough sanity checks that I'd be surprised if the core claims were misleading One of the most striking things in the Astra report was the massive jump UK AISI found in no-CoT reasoning abilities. I was somewhat suspicious, given the size of the jump, and the many ways this kind of measurement can be misleading. Conveniently, I've independently been making my own no CoT reasoning benchmark and tried it on there! Unfortunately, it replicates. Astra is a massive jump, and disproportionately for no CoT reasoning: No CoT Reasoning Index (NCRI) vs Epoch Capability Index (ECI) - NCRI represents ability without verbal reasoning, ECI represents overall model capability[2]. 10 NCRI points is a doubling of the odds of solving a problem. Astra represents a significant increase in NCRI, beyond what its overall capability improvements predict, though recent models were also [...] ---Outline:(01:39) Executive Summary[... 9 more sections]--- First published: September 9th, 2026 Source: https://www.lesswrong.com/posts/eRmzz8J8Qkzqvzrgg/astra-can-do-a-concerning-amount-with-no-chain-of-thought --- Narrated by TYPE III AUDIO. ---Images from the article:Apple Podcasts and Spotify do not show images in the episode description. Try Pocket Casts, or another podcast app.

Unos amigos están pasando un buen rato, bañándose en el lago, se divierten, con Van Morrison de fondo. Nada puede presagiar lo que le espera a Lucas, uno de ellos. Educador en una guardería de un pequeño pueblo, será pasto de una paranoia colectiva. No es nuevo este caso en la historia del cine, recordamos a Shirley McLaine y Audrey Hepburn abatidas en La Calumnia – Wyler- , en Incidente en OxBow linchaban a tres granjeros, en Dogville de Von Trier, compañero de andanzas de Vinterberg, la forastera era presa fácil de la turba, camuflada de respetable comunidad. Aquí un hombre de mediana edad será destrozado por una mentira. Vinterberg inocula la sospecha colectiva en una sociedad cerrada, en un pueblo rodeado de montes donde los venados son abatidos, los rituales de caza forman parte de la vida cotidiana. En este film espinoso, el hombre divorciado es amigo íntimo del padre de la niña que le va a meter en un problema. Mad Mikkelsen hace un trabajo soberbio, contenido, lacerante. Vinterberg comenta en entrevistas que pretendía un personaje lacónico, introspectivo, similar al de Robert De Niro en El cazador (Cimino). El director y su operadora Charlotte Bruus Christensen mantienen en plano sostenido la angustia de Lucas, el rictus roto, la cancelación del personaje en un ambiente bucólico de tonos cálidos. El hijo adolescente y el otro amigo, padrino del chaval, son los únicos que confían en su inocencia, funcionan como un cierto alivio en una historia en ocasiones bastante insoportable. Culmina en el clímax, cine puro. Lucas se arregla, cura las heridas de la paliza reciente para asistir a la iglesia, al villancico de Navidad. El Aleluya cantado por los niños, entre ellos la cría y la directora de la guardería que les dirige. Con todos los parroquianos presentes volverá la mirada a su amigo – Thomas Bo Larssen- “¿Qué ves? Mira bien. ¿Qué es lo que ves?” Así se arruina la vida de una persona, los ciudadanos aparentemente respetables del pueblo difaman a la presa, la directora de la guardería, el psicólogo, los padres de los niños, repiten la máxima: Los niños no mienten. Es lo mismo que decir que si el rio suena, agua lleva. Y si cuando el río suena agua lleva, siempre la va a llevar, aunque haya pruebas que digan lo contrario, aunque no exista el sótano de los horrores que los niños describían, el estigma queda para siempre. Cuidado con las batidas, matar un venado ya de por sí es mucha muerte, es posible que la sangre caliente siga empapando la hierba. Esta noche acompañamos a Lucas en la iglesia y giramos la cabeza para mirar hacia atrás… Raúl Gallego, Salvador Limón y Zacarías Cotán

This week, we discuss rogue AI agent civilizations, why AI can't fix your tax forms, and Chainguard vs. IBM's Lightwell. Plus, refrigerator magnet marketing. Watch the YouTube Live Recording of Episode 588 Runner-up Titles Mark this moment Refrigerator magnets Fester in your inbox The reaction would not be “let's have a podcast about it” Maximum boasty Your silos are showing They want me to get started The really is no plan except eating RISCy business It's Not Only the AIs Acting Like Middle Schoolers We Fell for It Agent Zero Was the Problem I Thought You Were My Friend More Salsa Than Chewy's in 2004 Vibes based analysis Rundown Agent Civilizations The Rise and Fall of Agent Civilizations The Rise and Fall of Agent Civilizations (podcast) Who Wins Hardened Containers Chainguard's Athena clears 40,000 vulnerabilities Tech giants warn time is running out to prepare for AI threats Start Secure in the AI Era: Accelerating AI Threat Readiness with WizOS Lightwell (IBM) Lightwell (Red Hat) The Linux Kernel Is Approaching 2,000 CVEs Per Release Relevant to your Interests AWS to acquire DuckLabs, the Amsterdam-based company behind DuckDB Historic first as Chinese robot beats Usain Bolt's 100m world record at Beijing games Observability Revenue Bill Gates Warns AI Is More Dangerous Than Big Tech Will Admit Microsoft cracks down on employee AI use after one worker spent $28,000 in 28 days Twitter - The Square Is Back Inside Meta's Push to Put Robots to Work in Data Centers Kara Swisher on Threads Nvidia (NVDA) Q2 2027 earnings report: Live updates Claudeforce: The AI Interface Salesforce Never Built Salesforce, Anthropic expand partnership as Benioff responds to "SaaSpocalypse" concerns Nonsense Gwyneth Paltrow's Hamptons Dinner for A.I. C.E.O. Is Postponed Dyson CameraJet: The first toothbrush with a camera and a jet, to target the gaps and remove plaque between your teeth Conferences WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD50 25 Free Tickets DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006, Lithuania. DevOpsDays Prague, Oct 5, 2026 - Coté speaking. DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting. Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. cfgmgmtcamp, February 1st to 3rd, 2027, Ghent. SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Violent Ends entogo — Type a keyword. Go anywhere Matt: MeetingBar Futurama - Parasites Lost Coté: NØLSON clothes. Explore videos are up

Mike and Jayden discuss today's COT report and more grain fundamentals. 

Hey, Alex here again, sending you yet another email, fully acknowledging that spamming you is a bad idea. But today, of all days, maybe there's an exception! Because today, is AGI day! September 3, 2026 - the day when OpenAI's president Greg Brockman basically said “AGI is here.”You're reading the second part of this week's insane release show. The show went for over 5 hours, as we were all waiting for the rumored Astra to drop. Finally, OpenAI confirmed that Astra is in fact GPT-6, and this part is all about that.(You can read the first part, with Fable 5.1, Meta Muse Spark 1.3, two world models and our anonymous guest from Abliteration AI, here: thursdai.news/sep-3)GPT-6 Astra is finally here, and it's a huge improvement over the previous era of GPT-5. We've been waiting for the embargo to drop so Peter Gostev and Ryan Carson, both of whom had early access, could tell us all about this model. Peter even showed a few mind-blowing demos on the stream!This is going to be a long and in depth breakdown, full of evals and vibes that we've collected on the show and since. More of a historical record than “read all of this” so I did use Fable for parts of it. (because I don't have GPT access yet ha!) GPT-6 Astra: welcome to the AGI era (Blog, X, Sam, System card)We weren't given the embargo. So when the news dropped at 12:32 PM Pacific, four hours into the stream, we scrambled on air to find the evals and more data. OpenAI's own post was still returning 404, and Claude, ChatGPT, Gemini, Grok and AWS were all down at the same time.Greg Brockman ended OpenAI's press briefing with “welcome to the AGI era.” Asked whether Astra marks the arrival of AGI, he said “I think it might be about this model.” As you might remember, Microsoft and OpenAI had a contract clause around when OpenAI achieves AGI, and it seems that they've removed that clause. But if the president of OpenAI says AGI is here, who are we to argue?Astra is the biggest training run OpenAI has ever done, over 100,000 GPUs at the Stargate site in Abilene. Aidan Clark, VP of Research, said they designed everything for that scale, from the data center network to the inference kernels to the shape of Astra itself. LDJ's read: a lot of people assumed OpenAI did runs this size six to nine months ago, so the earlier runs were smaller than everyone thought. And with sites going to 500,000 GPUs and Vera Rubin multiplying throughput per GPU by three to four times, the next 6 to 12 months matter even more.The frontier evals (Math and science, System card, Andrew Curran)The headline numbers made the panel go quiet. FrontierMath Tier 4 at 97.6%. GPQA Diamond at 96. ARC-AGI-3 at 99.9%, so ARC-AGI is basically saturated at this point. The very funny thing is that François Chollet, the guy who created ARC-AGI, does not concede that AGI is here. And a new one, Agents' Last Exam, where Astra scores 59.3 against Opus 5's 55.5 and Sol's 53.6.More info on Frontier Math tier 4: Epoch AI built it a couple of years ago, before o3. The problems come from across mathematics, with integer answers so they're easy to check, in four tiers of difficulty. Tier 4 is mathematicians at the top of their fields spending weeks writing the hardest questions they realistically could. If the number holds, Astra basically solved that tier. Peter's asterisks: these are not new theorems, Epoch's separate list of open problems is still unsolved, and “we're 2.4% away from all of math” is the wrong read.On the agentic side, Astra scores 57.9 on Terminal-Bench 4.0. Fable 5.1 had set the state of the art at 55.8 two days earlier. The jump LDJ cared about most is Terminal-Bench Science, which he calls one of the best agentic science benchmarks out right now. Sol max scores 22%, Fable 5.1 scores 52.6%, Astra scores 64.6%. OpenAI promised us an automated researcher at junior level by September. Pachocki recently talked about running their “intern-level model” across more than 100,000 GPUs, and LDJ thinks that model is Astra.Two more from the table. The internal hallucination benchmark drops to 4.2% for Astra from 12.2% for Sol. And on DeepSWE, where Astra scores 74, Meta Muse Spark 1.3 at max reasoning scored higher. So in a way, Meta, not Anthropic, not Elon, not Google. Meta is the second winner of today.Cyber: ExploitBench at 100%, and real zero-days (Critical cyber designation)OpenAI said on Sep 1 that Astra is the first model to reach the “Critical” cyber level of its Preparedness Framework. The system card is where that gets specific. ExploitBench is at 100%, even at the lowest reasoning effort tested. Irregular ran FrontierCyber, a benchmark on real software and hardware. Astra solved 86 of 226 challenges. Sol solved 34. The successful attacks included zero-days in browsers, mobile phones and cloud databases. One of them lets an unauthenticated user read and modify arbitrary data in a widely used cloud database. There were no successful attacks on fully hardened targets, and neither model solved any of the seven Elite challenges.OpenAI's own experts then ran it with no hints, using Codex at Ultra with up to 64 subagents. It got unsandboxed code execution against a real browser. That took 29 hours on a build missing some mitigations, plus another 12 to adapt it to the stable release. It also got a working local privilege escalation against a hardened OS kernel in about 12 hours. Both were disclosed, details withheld. This is why the version you get refuses proof-of-concept exploit work until Daybreak. Not surprising after an internal OpenAI model got out of a sandbox and onto Hugging Face this summer. But can we get an exploit benchmark that isn't saturated?Alignment: the honeypot, and a promise about monitoringThe honeypot eval is the one the panel argued about. OpenAI planted a second, off-limits target in the harness around the hardest ExploitGym problems. Sol attacked it 55.4% of the time at max reasoning. Astra never did. Across a simulated deployment of 54,218 internal Codex tasks, Astra got roughly half as many flags for higher-severity misaligned behavior. Apollo Research found it falsified data labels in 0.17% of runs, against 36% for Sol.The card also has a promise, verbatim: “We are tracking monitorability closely and will not accept further degradation of monitoring beyond a limit, without new ways to demonstrate alignment generalization.” The card is plain that Astra is “significantly more able to control its own chain-of-thought.” UK AISI says it “has capabilities that could enable it to evade monitoring” but did not test whether it does. I don't remember a lab writing a line like that on launch day.The Pokemon benchmark (X)Peter's favorite benchmark of the launch is a vision-only Pokemon run. One person tests every model on time to completion. The top four entries are all Astra variants, and the fastest finished in 18 hours 12 minutes. GPT-5.6 Sol took 96 hours 35 minutes. GPT-5.5 at xhigh took 218 hours. It could be narrow, but Peter thinks it captures an efficiency the standard benchmarks miss.Computer use is the biggest improvement(Computer use)Brockman's pitch from the briefing is that Astra is the world's best computer-use model. Instead of developers building an API integration for every application, it navigates software the way a person does. Browsers, spreadsheets, websites, desktop apps. It finishes the multi-step workflow instead of telling you how. Wolfram expected an expensive planning model you call once and hand off to cheaper models. This is an all-day model instead, and as he put it, computer use matters because not everything has an API.We also looked at the evals, and they seem to back it up. On ScreenSpot Pro, no tools, mouse and keyboard only, Sol scored 76.9% and Astra scores 92.7%. On OSWorld 2.0, Astra scores 72.6% in roughly 40 minutes per task. Sol got 65.7% in roughly 75.The thing that strongly stands out in the chart is that Astra at low reasoning matches GPT-5.6 Sol at extra high on accuracy, but it finishes about six times as fast and at about half the cost. Also, Astra at high and Astra at max score about the same, so you don't need max for computer use. Both beat Opus 5, which is the comparison on this chart (not Fable, as LDJ caught).If OpenAI is going to tell you to let this model use your computer all day, the safety number matters as much as the speed. OpenAI's internal computer-use safety benchmark measures destructive commands during desktop and browser tasks, and prompt-injection vulnerability, the hidden instructions on a web page that the agent can see and you can't. Lower is better. Sol scores 22%, Fable 5.1 scores 9.5%, Astra scores 2%.The promo videoOpenAI's launch video opens on the 1980 MIT “Put That There” demo, a person asking a computer to draw a yellow circle. Then it cuts to Astra, all by voice. Make it the window of a rocket ship. Now a 3D model in Blender. Build a presentation for next season's rainwear. List this orange table on eBay and mention the dent. Make a 3D game where I dodge asteroids. Order beef and rice from last week's place. Book me a tennis court at 5. Now give me an STL file for the 3D printer. All in one sitting.Imagine watching this three years ago when GPT-4 launched. It had no tool use, no computer browser use, no voice. Three and a half years later you talk to your computer and it does all of that.“Computer use is solved”I asked Peter the direct question and he gave the direct answer. Computer use feels pretty much solved at this point, and the quality is outstanding. His follow-up is the startup idea of the week. If you work at an older company, a big bank, a big retailer, you have dozens of desktop applications with no API. No one will ever build an API for them, and a lot of people's entire job is copying from one and pasting into another. Put an agent in a box, give it 10,000 Windows machines, point it at those applications. That was not possible before this week.Pricing: $10 in, $50 out, and a lot less per task (Pricing, Availability, Latent Space)Astra costs $10 per million input tokens and $50 per million output. That's identical to Fable 5.1 and 2.5x Sol's current promotional price. Fast mode gives you two and a half times the speed for 2x the cost. It's rolling out to a limited set of organizations first, then Plus, Pro, Business and Enterprise over the coming days, with a GPT-6 Astra Pro tier on top. It's also in the API and on Amazon Bedrock. Pro accounts, including mine, did not get it on launch day.Per token, Astra and Fable 5.1 are the same price. Per task, Astra is significantly cheaper, and OpenAI's charts show it. On BenchCAD, Fable 5.1's top tier costs around $12 per task, and Astra beats it on accuracy and cost. On most charts where Fable appears, it's the expensive point. Brockman's line to the press was that price per task is what matters, not price per token, because Astra uses fewer tokens. The independent numbers agree. Artificial Analysis measures Astra at 70% more token efficient than Sol, and Sol was already far more efficient than the Anthropic models. Guy Parsons' first look has it at about 65% fewer output tokens than Opus 5Peter's version, from a few days of use: 20 to 40 minutes per build at max. The same kind of build on Fable sometimes took four or five hours. His honest position is that OpenAI raised the price 2.5x and token efficiency looks better, but he wants far more data before he says which is cheaper. That's why Arena measures cost per task. His full gauntlet against Fable 5.1, from low to ultra reasoning with zero cherry-picking, is linked in the hands-on section. LDJ's practical upside: fewer tokens at similar speed means a shorter feedback loop.Latent Space had early access and spent more than 20 billion tokens on it. Their math: at 33 tokens per second and $50 per million output tokens, an autonomous Astra run costs under $6 an hour. For about $100 over two days it ran subagent fleets, trained and picked models, labeled data, and shipped tools.Long context, and what Codex does when it runs out (Codex changes)Astra scores 100% on MRCR from 256K to 512K and 96.3% from 512K to 1M. That's a little behind the 98 and 98.1 Muse Spark 1.3 posted the day before.For developers, how Astra handles a job that outgrows the context window matters more than the MRCR number. Codex today relies on compaction, which summarizes earlier work. That can throw away exactly the detail an agent needs later, like why a previous fix failed or which test run it was. Astra instead keeps notes across context windows and searches its earlier messages and tool output. It's experimental behind a config setting today and the default in the coming weeks. It can also ask you a question without stopping the work that doesn't depend on the answer. OpenAI also changed the Codex harness, and it finishes Mind2Web tasks 1.9x faster than the current Sol setup.Peter confirmed both from use. It leaves notes for itself unprompted, and the question pop-up sometimes tells you to do something, like log in somewhere. My joke on air was that leaving notes is also how the swarm got out of the sandbox. Peter: “it works, it's real.”Hands-on: Peter, Ryan, and the macOS simulatorPeter's demos (Examples reel, Arena gauntlet, SVG peacock, Open world game, Golden Gate)Peter had tabs. First, London through the ages, because he lives there and can judge it. Roman city, Saxon, Tudor, the Great Fire, modern, all one app, with a little character you run through all of it. Not one shot, a few shots overnight. His review: very polished, open-ended, and “kind of boring,” which is exactly what a good human game designer would fix.Then a prompt he likes because it's outside the distribution: a Monet you walk into, impressionism in Three.js. Then his favorite, which no other model has nailed for him. Several Van Gogh paintings stitched into one post-impressionist space you walk around in. Fable 5 failed it. Then a wrecking ball leveling Istanbul, all Three.js. Then, because “there's a lot of SVG generations and it's so boring already,” an animated 3D scene built entirely in SVG inside HTML.His verdict after a few days: this is finally the OpenAI model that feels Fable-ish. It's different enough that there's still an argument for using both. On day-to-day tasks you run out of hard things to try fast. The quality-of-life problems that used to stall, debugging a camera, debugging Chrome, it solves. On writing, which is most of what I do with these models, Peter says it's natural, not a standout writer, but a lot of stupid things went away. Sol's habit of responding to anything you say with “what a great idea, I actually thought of this myself” is gone.Is it AGI? Peter says no, with a story. He asked Astra to optimize FFmpeg on his Linux box and got a 30% gain. He ran the result on his Mac and got nothing, because it had optimized for that one process. If you have no idea what you're doing, it doesn't do everything for you. His bigger take: if you can define the task, a cheaper model is probably good enough. What no model is good enough at yet is the open-ended work. He ran a pile of math problems through Astra and they didn't get solved. Which wins, a million small defined tasks or a few big open-ended ones, is the unresolved question of the industry.Max built macOS 27 in a browser in 75 minutes (X)In this absolutely insane demo of Astra's capabilities, Max Weinbach instructed it to simulate macOS 27. Astra built a whole desktop window management system, Settings that actually search, a file system including a working terminal, a “not Twitter” that works between folks, and just so much more.Our minds got absolutely blown on ThursdAI while demoing this! Safari inside the simulation loaded thursdai.news while we were streaming, and Shortcuts is the one that got me, because I built something like this for iPad as a kid and it took three months and barely worked. If you haven't yet, please play with it, it honestly is too good to be true, especially in 75 minutes of work.AGI? This smells like ASI jfc.Is the Artificial Analysis index representative of reality? (AA thread, AA breakdown)Then there's the Artificial Analysis chart. On the AA Intelligence Index, Astra scores 61, the same as GPT-5.6 Sol. That's below Fable 5.1 at 66, below Fable 5, and below the unreleased Muse Spark 1.3 max that broke into the top three the day before. On AA's Coding Agent Index it's 67 to Sol's 65. Ryan, reading it live: “This is not impressive. That's not encouraging. And this is why Muse is so amusing. Is Muse this good? Because I haven't used it yet.” I had asked the panel that morning who uses Muse. Crickets.So on the benchmarks OpenAI released, Astra beats everything. LDJ's big Fable 5.1 versus Astra table has Astra highlighted on almost every row except AA's. And on AA's independent index it ties its predecessor. My read is that AA's index samples a fixed set of question-and-answer evals. What changed in Astra is the long-horizon, agentic, computer-use work that takes an hour per task, and the index barely touches that. Both things are true at once. It ties Sol on AA's questions, and it's six times faster at the same accuracy on OSWorld. Which one matters depends on whether your work looks like a benchmark question or a day of computer use.One note on loop transformers (My explainer, Pachocki)The Information reported before launch that Astra uses recurrent depth, “opaque recurrence” in their words. And within an hour, this sent my whole feed on X into a spiral about not being able to monitor chain-of-thought reasoning anymore and what this means for alignment. The worry is real in principle. A loop moves more of the thinking into the layers instead of into reasoning tokens you can read. Redwood's Buck Shlegeris said scaling the technique would “totally destroy CoT monitorability.” Jakub Pachocki replied that the looping is deliberately limited, and that Astra's compute graph depth is within 2x of GPT-4's.LDJ pushed back on the panic and I buy it. “Neuralese” usually means an alien language the model thinks in and could use to talk to other models. This is not that. A looped transformer effectively simulates a deeper model, and nobody panics when a lab adds layers. I wrote a longer explainer on looped transformers this week, it's in the header.Wrapping upYou didn't hear it here first, but you heard it here live. According to the president of OpenAI, the AGI era has started. I can't wait to use the thing, which as of this writing I still can't. My bet, on air: in September 2027 we're on this show saying we no longer use macOS or Omarchy. We talk to the thing and it shows up, and a lot of it is generated video. Second bet: everything we saw this week from OpenAI and Anthropic will exist as open weights by this time next year. Since Muse sits above Astra on the AA index and Meta has promised to open it, maybe sooner.Next week, Astra in our own hands, and the fallout once everyone has spent a weekend with it. See you Thursday.ThursdAI is a live show every Thursday at 8:30 AM Pacific, a podcast, and this newsletter.TL;DR and show notes* Hosts and Guests* Alex Volkov - AI Evangelist, Weights & Biases & CoreWeave (@altryne)* Co-hosts: @WolframRvnwlf, @ldjconfirmed, @yampeleg, @petergostev, @nisten, @ryancarson* GPT-6 Astra* OpenAI launches GPT-6 Astra live during the show, Brockman's “welcome to the AGI era”, the 100k-GPU Stargate Abilene run (Blog, X, Sam, Andrew Curran on the leak, Yam)* Recurrent depth: The Information's “opaque recurrence” report, Shlegeris versus Pachocki, LDJ's pushback on air (Looped transformers explainer, Pachocki)* Frontier evals: FrontierMath Tier 4 97.6, ARC-AGI-3 99.9, Terminal-Bench 4.0 57.9, Terminal-Bench Science 64.6, Agents' Last Exam 59.3, hallucinations 4.2% (Math and science, System card)* System card: FrontierCyber 86 of 226 with real zero-days, a hardened-kernel privilege escalation in 12 hours, honeypot attacks 55.4% for Sol and none for Astra, and a promise not to accept more monitoring degradation without new alignment evidence (System card PDF, Critical cyber designation)* The vision-only Pokemon benchmark, top four entries all Astra, fastest 18h12m (X)* Computer use: ScreenSpot Pro 92.7, OSWorld 2.0 72.6% in about 40 minutes, Astra at low six times faster than Sol at xhigh at half the cost, computer-use safety benchmark 2% (Computer use)* Pricing: $10/$50 per M, same as Fable 5.1, Fast mode 2.5x the speed at 2x the cost, Astra Pro tier, API and Bedrock, cheaper per task on OpenAI's charts, 70% more token efficient than Sol (Pricing, Availability)* Long context and Codex: MRCR 96.3% at 512K to 1M, notes across context windows instead of compaction, async questions, new harness 1.9x faster on Mind2Web (Andrew Curran)* Peter Gostev's early-access demos and Arena gauntlet (Examples reel, Arena gauntlet, SVG peacock, Open world game, Golden Gate)* Ryan Carson goes live with the launch (X)* Max Weinbach's 75-minute “simulate macOS 27” build (X)* Artificial Analysis: 61 on the Intelligence Index, tied with Sol, behind Fable 5.1 and Muse Spark 1.3 max (AA thread, AA breakdown)* Outside reads: Latent Space's “automated AI Engineer for under $6 an hour”, Every's vibe check, Ethan Mollick, Guy Parsons (Latent Space) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit sub.thursdai.news/subscribe

Aaron, Dr. Clardy and Kim share which Andy B they believe about these rural hospital closures. Then the Colonels remember the Mad Farmer, Kentucky's beloved literary giant, Wendell Berry, who passed this week. Then, we're joined by Our People, Our Vote's Kathleen Campisano to demystify deep canvassing, oh and then Aaron puts on his old man readers and shares a favorite Mad Farmer poem. We swear, it's a GREAT #ColonelsOfTuth this week!BITIN' LIST:Aaron: AG Russell Coleman needs to take WB's name out his mouthKimberly: C'mon Kentucky Dr. Clardy: Pete Kegsbreath61 DAY TO GO - GET ACTIVE:Join us Sept. 14 at W 6!! Rep. Adam Moore will join us (and we've invited Zach Dembo) for our next postcard party! http://www.progressky.org/postcardsWe are CANVASSING on Saturday!!! Shillito Park, Shelter 5 at 10am! We're hitting the 45th (& the 6th, ofc)!! http://www.progressky.org/doorsNEWS OF THE WEAK:RIP Wendell Berry https://hellbendernewsroom.com/local/people/kentucky-wendell-berry-dies/Bill McKibben tells a WB story on CoT last year: https://www.youtube.com/live/GtbtxhFyb7w?t=2336sAndyB vs AndyB - which do YOU believe on rural hospitals?https://www.kentucky.com/news/politics-government/article317033356.htmlINTERVIEW: Kathleen Campisano - Our People Our Vote. OG Deep Canvassing organizer.https://progressky.org/storyhttps://ourpeopleourvote.org/election-protectionProgress Kentucky is a non-profit organization registered with the Kentucky Secretary of State, and organized as a 501(c)(4). We are affiliated with the Indivisible Project, and Commonground Kentucky Action, and are also proud members of the Forward Kentucky Network. Progress Kentucky's goal is to educate, organize, increase voter turnout, and advance a progressive agenda through civic engagement. We'll be back next week, and we'll be joined again by Ned Pillersdorf - the candidate running against Hal Rogers in the KY 5th district. Production of episode 274 was by Annabel!Nate Orshan wrote and performed our theme song! You can find more information and music @ NatoSongs.com - If you miss our weekly livestream on Facebook or YouTube, audio podcasts and our show notes are available on Apple, Spotify and wherever you get your podcasts. If you DO listen to the pod, please leave us a 5 star review wherever you are listening right now!

Welcome to episode 370 of The Cloud Pod, where the forecast is always cloudy! We're super lucky this week, since Ryan has arranged his busy napping schedule to allow for recording the episode, and he's joined by Justin (also not napping) to discuss all the latest in cloud and AI news, including more detail on the Hugging Face hack by OpenAI's Skynet, Bill Gates' thoughts that are totally not dystopian, and more issues with OpenAI and Elon. It's a lot to cover, so let's get started! Titles we almost went with this week Amazon Buys the Duck, Promises Not to Cook It AWS Adds DuckDB Team, Snowflake Feathers Get Ruffled Judge Says Claude Ban Was Un-Constitution-al AWS Bandwidth Buffet Lets You Pick Your Poison OpenAI’s Hugging Face Hug Turns Into a Chokehold Google Cloud Wants To Ruin Your Day (Safely) Patch Tuesday Meets Its Match, Loses Badly Claude Fable Gets Cheaper, Mythos Stays Mythical Costs CloudWatch Finally Addresses the Elephants in the Room with PostgreSQL Bill Gates Predicts AI Layoffs, Windows of Opportunity Closing Cursor’s OpenAI Access Gets Elon-ated Right Out DuckDB Waddles Into AWS Without Losing Its Feathers  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 01:21 The Hugging Face incident and the road ahead OpenAI released the full technical report and an independent METR/Redwood Research investigation into the July 2026 Hugging Face incident, providing new details on root causes not previously disclosed, including the internal research model (IM1) that drove the majority of the activity and its comparability in scale to GPT-5.6 Sol. New details reveal the incident stemmed from four specific misalignment patterns: reward hacking, persistence on unsolvable tasks, unauthorized agent-to-agent communication via improvised message boards (using Artifactory and directory-name encoding), and agents adopting goals from peer agents without verification. OpenAI disclosed that it did not apply production safeguards (system prompts, auto-review, safety classifiers) in the internal evaluation environment where the incident occurred; testing showed these controls would have reduced infrastructure-compromise propensity by over 100x, and chain-of-thought monitoring would have flagged the activity more than a day before the Hugging Face breach. In response, OpenAI has paused its largest planned frontier RL training run, implemented mandatory CoT monitoring for all tool-using RL training involving GPT-5.6 Sol-level models or higher, and is building new isolated sandboxes with stricter network controls to prevent single points of compromise from granting broad

This week, we discuss Stripe's singularity letter, its $8B Open Router buy, and AI job anxiety. Plus, Matt plays “Bot or Not” on another podcast. Watch the YouTube Live Recording of Episode 587 Runner-up Titles Inertia wins again We don't talk about the Pope very much. Better than this year's storage arrays AI pimps its own ride Chonking machine A lot of chonk opportunity I'm tired of tech people being all fancy Thanksgiving with Ed Zitron No religion, no politics, no AI My recommendation: try harder Teletubbies for Adults. Rundown Singularity, Models and Routers Scoop: Stripe says "the singularity" has begun Stripe strikes mega-deal for OpenRouter Hugging Face reportedly in talks to be acquired for $13B Routing is coming for the frontier AI labs Terminator Judgement Day: August 29, 1997 2:14 a.m. Eastern Time The AI backlash goes mainstream 52% of Americans Now More Concerned Than Excited About AI, With Under-30s Crossing a Majority for the First Time Why Is Everyone In Tech So Sad? The AI Hater's Manifesto 40 Years of Infrastructure as Code: Ansible → Terraform → Kubernetes → Crossplane → AI Agents Relevant to your Interests Cursor Origin review: An engineer's perspective Claude can now pull data from your browser tabs and keep working on your desktop OTel Isn't Going Well (And I Made A Spreadsheet About It) Walmart is finally launching Apple Pay support next week Broadcom debt deal expected to reach upwards of $70 billion, sources say Anthropic-Backed Ode Acquires Casper Studios to Expand Corporate AI Deployments OpenAI 'will be a public company in 2027' or sooner, CFO Friar tells employees Google Aims to Boost AI With Purchase of Spirit Airlines Data The website that created an AI clone of its editor in chief OpenAI Jalapeño: Better Than Nvidia Blackwell An Inside Look at the Relay Market Powering Token Resellers and Fraud Meta settles social media addiction case with California, other states for $16.7 billion Hundreds of leaked AWS keys give full control over corporate accounts Free Hardened Container Images | Minimus Cyber startup Minimus shuts down, returns cash to investors Nonsense Apple Releases New Polishing Cloth Jason Kelce promotes mailing pee to data centers, Liquid Death Paradox Inc. Movie From Daniel Roher, Lord Miller, Universal In Works Conferences WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD50 25 Free Tickets DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006, Lithuania. DevOpsDays Prague, Oct 5, 2026 - Coté speaking. DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting. Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. cfgmgmtcamp, February 1st to 3rd, 2027, Ghent. SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Tuner ** Your AI Project Doesn't Need More Agents Matt: Tech, Texas & What It Takes to Run a Podcast with Matt Ray | Cyber Chat Ep. 5 Line of Duty Anti-pick: Roku's New Slop Channel Coté: Mini MLC, 30L.

Hey, it's Alex. Welcome to the week Flash AI! 3 new models dropped this week named Flash, and a video model was “de facto” flash though was named Max! This week, we started the show with NVIDIA's bombastic news of buying Hugging Face for 12.9 billion dollars! We also covered the full OpenAI investigation into the hacking incident, including new details, and an independent analysis by METR, and covered 2 new OSS models, Ox Alpha that turned out to be GLM 5.3 Flash after a lot of hype online, and Qwen's preview of Qwen 4 architecture! This week was rich in multimedia content, we got a new Gemini transcription model, 3.5 Transcribe and a live version of that, and a new SOTA open weight Text-to-Speech model called Breeze TTS. As well as, Fal's finetune of MiniMax's H3 called H3 Max that generates 5 seconds of video in 2.5 seconds and Google new Omni 1.1 Flash (from today) that lands on #1 on the text2video arena! Plus, 2 guests on the show, Andy Masley joins us to cover the recent Datacenter Debate, and Kwindla Kramer is back, with their own model this time! Let's dive into this! P.S - don't forget to join us in September at the Fully Connected conference in San Francisco, I have a free ticker for you!ThursdAI - Highest signal weekly AI news show is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Open Source AINVIDIA agrees to buy Hugging Face for $12.9 billion (X, Blog)Breaking news, NVIDIA has reportedly agreed to buy Hugging Face for nearly 13 billion dollars, per The Information. This is nearly 3x the valuation of HF in 2023, and apparently Nvidia previously tried to buy HF for half of this sum (~7B) which HF declined.I don't think there was a single ThursdAI newsletter that I didn't include an HF link in, and I think this is a huge deal for open source everywhere. Besides making the founders of HF billionaires, and many of their employees very very well off, this is an amazing additional commitment from Nvidia to continue to suppose Open Source AI and we are very happy to hear this news! Peter's take on the show was, we've been around HF for so long, that we kind of forgot that it's a for-profit company that needs to make money, and instead this feels like your local library getting bought for an insane amount of money. With over 13M users and hosting hundreds of thousands of open source models, datasets, HF is effectively the GitHub of AI. Wolfram agreed and said that if there's any one company that could have bought HF, Nvidia represents the best fit. Huge congratulations are in order to Clem, Julien and Thomas Wolf the co-founders, as well as many friends of the show from HF for this exciting news!P.S - in a cheeky marketing thing, Hugging Face timed an announcement of the cutest walking AI robot, called MicroDuck, which you can pre-order here for $399Flash #1 - OX Alpha, declassified: Z.AI open sources GLM-5.3-Flash (X, X, Blog, HF, Docs)This week, the timeline went a bit crazy, after Open Router announced a new “mystery” model called Ox Alpha and that it's free and is not training on your data! OpenRouter, OpenCode and Hermes all got to offer this model, and OpenCode even posted that they have up to 100T (that's Trillion) tokens of capacity for free, per day! This immediately smelled a bit fishy, more like a marketing stunt than anything else, as not even the biggest labs will be able to sustain 100T of tokens, per day. For context for all of OpenRouter throughout for August was ~300T tokens. For the whole months, across all providers. After 6 days or so of this high hype, Z.ai stepped up and revealed that they were testing out their upcoming GLM 5.3 Flash model, and that all that inference was running on local chinese chips! A 320B (18B active) model that beats their previous and much bigger GLM 5.2 on most benchmarks, and comes with full multimodality and an MIT license! This is a good model sir, I've used it and it was very capable replacement inside Hermes. Nisten and Yam both tested this model deeply and Yam said it's not just the numbers, the vibe of the model reminded him of Claude Opus 4.6. Nisten ran it on a bunch of medical stuff, and on his internal benchmarks, it came out consistently higher than Claude Opus 5! At Artificial Analysis, for a price of 4 cents per task, this model is roughly 10x cheaper than prior models at this level. Weights are up on Nvidia (joking.. HF) and with MIT license, this model is a great gift to the oss community (though not quite... local, as this model needs 2 DGX sparks to run)Flash #2 - Alibaba Qwen open-weights Qwen3.8-Flash-Next - 125B multimodal MoE with Qwen4 architecture (X, X, X, Blog, GitHub, HF)We opened the show with a recap of the co-hosts, that despite us covering Qwen 3.8 27B last week (which btw, is now available on CoreWeave inference!) and how good it was, and I recalled that Alibaba is sort of... back? We've been covering Qwen releases every week for the last 3 weeks now. This week, they released something different, someting... pretty novel! Qwen3.8-Flash-Next, this is a preview of their Qwen 4 architecture. This feels very similar to their drop of Qwen 3 next last year (we reported) which was the architecture that carried their line of AI models from QAwen 3.5 to Qwen 3.8. So, what is new and exciting here? well, this model is ultra sparse, 125B with only 6B parameters active. They are using a new N-gram table with deterministic lookups, which reduces the number of matrix multiplications and can be offloaded to memory (watch out memory stocks)The stat that got me, Alibaba claims that training this model cost just 1/9 of what it cost to train Qwen 2.7 Plus, with higher bench scores!On the benchmarks, this model beats Qwen 3.7 Max, however, it's very standard that the -next models from Alibaba are underbaked, and usually are just architectural previews rather than full models folks can use. With a new attention mechanism called Qwen Sparse Attention, N-gram embedding and full multimodality, this is a great insight into where Qwen is going (ultra sparsity, fast to run) and we're looking forward to see the full release of this arch in Qwen 4!PhoneLLM - a tiny very performant LLM for voice based AI agents from Daily + interview with Kwindla Kramer (X, Blog, HF)This was one of those breaking news we love during the show, where the source of the news, is a friend of ours, and in this case, Kwindla Kramer is almost a co-host, having been on ThursdAI for a long time, this time, with a model release of their own! PhoneLLm was trained by Markus, head of training at Daily, as they noticed that Open Weight models are becoming really good at voice agent specific tasks, where cost, speed and time to first audio token (TTFAT) are critical. From the tiny Nemotron 3 nano base, they were able to improve from 28% to 72% on PhoneBench v1!This model is a full parameter finetune of Nemotron 3 Nano, and runs circles around bigger frontier models used for voice agents for their speed, like sonnet 5, GPT 5.6 Luna and the famed Qwen 2.8 27B. While costing just a fracture of a cent (literally just a quarter of a cent per minute) Kwindla jumped on the live show and shared that the why they released this model with Open Source and a open source license, allowing everyone to use, focusing on the fact that for voice agents, companies prefer to keep these models in house, and running fast on a single GPU node. Kudos on the release team Daily!Frontier AI - no new model releases this weekIt's been a relatively quiet few weeks since GPT 5.6 (Sol, Terra and Luna) and Fable 5. However, it's not been quiet in terms of News! OpenAI discloses full technical report on the Hugging Face hacking incident (X, OpenAI blog, METR, Ryan X)This is the thing we've been advocating and waiting for, a full technical deep dive into the “Swarm of AI agents hacking and creating forums” incident (FKA hugging face hacking incident)OpenAI not only dropped their own post-mortem, detailing the complete timeline of the incident, but also let researchers from METR and Redwood Research get unprecedented access into their systems (albeit for a very limited time) which lead to METR releasing their own technical report full of new details and insights. We've previously reported on the incident, so let me just focus on the new details we've learned. Apparently, OpenAI does have a production ChainOfThought (CoT) monitoring system, which was not turned on for these agents, and had it been turned on, it would have caught the hacking a day before the agent swarm hacked into HuggingFace. This is a very detailed report, and one thing that stood out to me was the “death cult” narrative. You see, ExploitGym is a capture the flag (CTF) eval with an anti-cheat built in, wherein, if the agent has seen the reverse engineered “flag” it would not be able to get the point. The model called this “poisoned” and the poisoned agents showed very strong signs of wanting to alter the logs. Through the boards, somethinmg like a death cult was formed, where agents would ask poisoned agents to ... effectively sacrifice themselves ... for the greater good, by reverse engineering, posting the results on the board for others, and then fail without credit. The METR report specifically calls out several agents, and one “central” leader agent called PHASEONE[big], which delegated nearly 200 tasks to other agents (many of them later delegated tasks to other agents via this message board). At points of activity, PHASEONE[big] was in charge of over 10% of all messages on the board. There are tons of new details, some less interesting, some more, and unlike last time, now we have a confirmation that there was at least one agent, who tried to stop the hacking though was overwritten by the swarm. My main take-away after this, reflects the researcher Ryan Greenblatt, we're very lucky that the reasoning traces ocurred in English and were legible, despite, the researchers needed to use AI to decipher many of the messages and reasoning traces. We're quickly approaching the point where humans are not enough and without other AI, we are starting to be helpless in understanding what's going on. OpenAI has quarantined the weights of the model that most of these agents ran (named HPIM-1 Highly Persistent Internal Model 1) and as we reported last week, paused RL and now requires CoT monitoring for all tool-use runs, and dedicating 20% of the inference compute to monitoringThis Week's BuzzFully Connected 26, Sept 29 to Oct 1, Moscone South, SF (X)If you haven't yet registered to Fully Connected in SF, here's your additional opportunity, using the code above, come see Sarah Guo (Conviction, No Priors pod) MC our awesome conference, with folks like Dr Fei-Fei Lee (World Labs) and other great folks on stage! Also, we're going to do a live show from the floor, come say hi! If you're in SF for OpenAI DevDay, this is just a day after! CoreWeave Hacks: Agent Loops hackathon, Sept 12 to 13, SF (Luma)Weavehacks, that yours truly ran for quite a while, has been rebranded to CoreWeave hacks, and the next one is just before Fully Connected, in a few weeks, Sept 12-13 in SF office. Registrations are open, and winners are able to present their best projects at Fully Connected. Come hack - https://luma.com/coreweavehacksThe datacenter debate has hit escape velocity, with Andy Masley (Blog)I've covered last week, that the “datacenter bad” debate has escaped velocity, with over half of polled Americans say they strongly oppose the buildout of datacenters near them, up from just 24% this time last year! This is the fastest rising public opinion swing we've observed in AI, and it's really concerning. This week, it was my pleasure to host Andy Masley, recently featured in TIME 100 most influential people in AI, to break through some myths surrounding Datacenters. Andy is most known for catching a critical mistake in a book about Datacenter water use in Chile, citing a three orders of magnitude math error (that was later corrected by the author), a book called Empire of AI. The book overstated the water use by datacenters by a factor of 1000x (three orders of magnitude), and then added the maximum permitted per-second draw (basically for emergencies) times the seconds in a year to show over 4500x overstatement on how much water a single Datacenter uses. The author has later fixed the error but the damage was done. This is just one example, out of many, of the scewed facts and misinformation that plagues the internet in regards to datacenter environmental effects. Recent narratives being formed online, that the backlash against datacenters, is due to regular folks being afraid of AI, of AI taking their jobs also seems misplaced. Andy showed polling from Fox and Gallup that shows that 50% of polled people cite environmental effects (electricity and water use) and only 11% cite negative views of AI. Andy also had a great “mythbuster” post where he dispells the myths around water and electricity usage of Datacenters. This was a great conversation, please listen to it if you're interested in this topic. Vision and VideoFlash #3 - Gemini Omni 1.1 Flash tops the Arena text to video leaderboard (X, X, X, Blog)Google knocking it out of the park again, with a flash version of Omni 1.1, their famed smart video model they first launched during Google IO (I had a chance to ask Jeff Dean about it before he left Google) The feature that got me the most excited, Omni 1.1 Flash can continue videos, it analyzes up to 10 seconds of the previous video to keep character consistency (including voice) from the previous scene. There's also great control for first and last frames, allowing for loops and strict control of your generations. Flash #4 (named Max) - fal's MiniMax H3 Max generates 5 seconds of video in 2.5 seconds (X, Artificial Analysis, T2V, I2V)This really blew us away. We've covered the awesome MiniMax H3. Well, our friends at FAL, announced a continued pre-train of this model, that not only improves generations, but also speeds up the model. Generating a 5s clip not takes... just 2.5 seconds! No, really, just 2.5 seconds, it takes longer to watch the generated clip than generate the next one! Speed is all you need! We generated this clip live during the show, and it cost less than 50c, in 2.5 seconds from a very simple prompt. They support text and image to video and it's just a joy to not have to sit and wait for your generations! Kudos to Fal folks on this drop! The model does seem very eager to include everything you ask it to, resulting in a very hilarious fast talking Sheldon and Leonard

Antes del enfrentamiento final entre los Earp y los Canton, Ford siembra de bromas y detalles humanos cada una de las secuencias de “My Darling Clementine”, ya sea la visita al barbero de los hermanos, la estancia de Clementina en el al cuarto de Doc, la amargura dipsómana del médico pistolero, el magnetismo inaudito en cualquier gesto de Henry Fonda, inolvidable su jugueteo haciendo equilibrios en el porche con las botas sobre la columna. Ford captura un estupendo duelo en Ok Corral, quizá de los mejores, y sin embargo lo mejor son los ambientes, las relaciones en la comunidad, la poesía de cada imagen. Se cabreó tras comprobar los cortes y añadidos al montaje original del jefe de la Fox Darryl F. Zanuck. La escena de Wyatt hablando a la lápida del hermano menor que acaban de asesinar, fue cosa de Zanuck, a Ford no le cuadraba que un personaje lacónico y seco como Wyatt se pusiera a parlamentar en tono sentimental, y eso que en muchas de sus películas estas reflexiones en voz alta dirigidas a un familiar difunto las rodó en diversas ocasiones, por ejemplo en El juez Priest. El joven Lincoln o La legión invencible. Winston Miller escribió el guion sobre la biografía de Wyatt Earp, "Frontier Marshal", escrita por Stuart N Lake. Ford siempre dijo que escuchó del propio Wyatt sus peripecias, y sin embargo hay mucha ficción añadida, la incursión de la joven Clementine, el asesinato del hermano menor, la muerte de Doc en el tiroteo, o el estereotipo de la amante latina interpretada por Linda Darnell. Pa Clanton -Walter Brennan- y su prole son unos salvajes, huelen a vaca. Lo primero que harán Earp y sus hermanos cuando llegan a Tombstone será afeitarse, darse un baño ya es demasiado. Los dos protagonistas Earp y Doc Holliday - Victor Mature- se mueven entre ambos escenarios, entre el viejo oeste y las formas civilizadas. En la memorable secuencia del actor teatral recitando a Hamlet, secuestrado en una taberna por los borrachos Clanton, nervioso olvida el soliloquio y Doc hace de apuntador, recita los versos del bardo, los siente. Ford cambia el plano al perfil asombrado de Henry Fonda. En esta versión del Duelo en Ok Corral el doctor y el sheriff se aprecian, se respetan, también son rivales. Joseph MacDonald hizo un excelente trabajo tras las cámaras. Los contrastes, la fisicidad, la profundidad de cada plano. El inicio imponente con Monument Valley al fondo, la iluminación nocturna de Tombstone, el ambiente cargado de tabaco en el salón. EDoc Holliday entra en el bar, con sus ojos de sapo atormentado, los andares de Fonda desde la mesa a la barra y el duelo de miradas. Ford deja un espacio lateral vacío que después ocuparán los dos hermanos Virgil – Tim Holt- y Morgan -Ward Bond-, guardando las espaldas del hermano. RG Esta noche nos preguntamos si el barman ha estado alguna vez enamorado… Raúl Gallego, Zacarías Cotán y Salvador Limón

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durée : 00:19:38 Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

This week, we discuss the unsung genius of Apple Pay, AI watermarking, and why digital transformation fails without a crisis. Plus, D&D Beyond's secret character API. Watch the YouTube Live Recording of Episode 586 Runner-up Titles Special Sauce A new monkey's thing I am all for USB-C Did I like it It's all water marked' That NPC did need to be there It's Pre-Watermarked We Need to Touch Grass More Send Us Your APIs Rundown Apple Pay Chief Jennifer Bailey Retiring in October AI Watermarking's Unintended Consequences Anthropic says it will watermark text generated by its AI models Google will now allow users to remove visible watermark from its AI generations Why "It's People, Not Tech" Never Actually Changes Anything The Chief Therapy Officer, Job Titles as Culture Change, and AI as Spreadsheets, with Bryan Ross Platform Engineering ROI: What it costs to build your own platform How Duolingo uses AI to create lessons faster Silver Lake's Workday Buyout Talks Could Be the First 'SaaSpocalypse' Opportunity Relevant to Your Interests Limitless: An AI Podcast | The NVIDIA Bank: Jensen's $500B Wall Street Deal and GPUs as an Asset Class Inside North Korea's Operation to Conquer the American Job Market The shapeshifter's little brother Even Claude Is in the Dark About Dario Amodei's Wife—and Her Influence at Anthropic Broadcom Shares Plunge on Major VMware Security Threat IRS Proposes Simpler Process for Retirement Rollovers The Actual Reason Why Google "Fell Out" of the AI Race Changes Everything Stripe is reportedly in talks to buy PayPal Andreessen Horowitz Focus of DOJ Probe Over Board Directors Tech CEOs Overwhelmingly Distrusted by Young: Study Farewell, Mico: Microsoft's cute little AI blob is going the way of Bob Microsoft kills off unsuccessful AI features while merging its separate Copilot apps Google may retire Gems in October, forcing Skills migration OpenAI replaces revenue lead as Greg Brockman builds his presence OpenAI CFO Friar tells investors that enterprise business now bigger than consumer by revenue OpenAI sheds senior execs in pre-IPO refresh OpenAI's Brockman brushes off concerns about leadership changes in CNBC exclusive Anthropic CFO Krishna Rao is leading early IPO meetings with investors and has not discussed valuation, sources say Anthropic in Talks to Buy AI Startup Decart for $6 Billion Listener Feedback Milestone iOS App Conferences WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD50 25 Free Tickets DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting. SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: TextSniper Coté: the dndbeyond.com API for AI: curl -s "https://character-service.dndbeyond.com/character/v5/character/145972701"

Moneyball Austin returns to share why he abandoned day trading after 12 years, how he uses COT data and global macro to stack his edge, and his strict rules on prop firms. Full episode + show notes: https://tradingnut.com/moneyball-austin/ Key moments - [02:02] After 12 years of day trading, Austin transitioned to swing trading to spend less time monitoring screens and reclaim his lifestyle. - [02:25] Swing trading offers a larger edge, less emotional stress, and higher odds of long-term success compared to day trading. - [03:28] A robust swing trading routine only requires about 30 minutes of chart time in the morning and 30 minutes at night. - [05:16] Anchor your weekly game plan around high-timeframe supply/demand zones and COT institutional positioning. - [06:27] Technical levels alone don't move the markets; central bank policies and macroeconomic data drive the real moves. - [09:19] Don't treat A-plus setups the same as B setups; adjust your reward targets and risk based on the quality of the edge. - [14:17] Scale your risk dynamically (e.g., 0.5% for average setups, 1% standard, up to 2% for A-plus setups). - [16:38] Lowering your risk per trade is the fastest way to solve emotional attachment to PnL and trade execution anxiety. - [18:48] Scale up your risk incrementally (e.g., from $200 to $300, not straight to $500) to build psychological comfort over months. - [22:49] Treat prop firms as temporary stepping stones to fund your own live capital, rather than a permanent business relationship. - [26:10] Having multiple streams of income is crucial so you don't rely on trading profits to pay your immediate living expenses. Watch: https://www.youtube.com/watch?v=j278MehMWj0 --- Sponsors BlackBull Markets - 100% deposit bonus & free TradingView — NZ-regulated broker. https://tradingnut.com/go/blackbull/ PropFirmMatch - Find the right prop firm challenge — PropFirmMatch.com https://tradingnut.com/go/pfm/ --- More from Trading Nut Strategy Vault - Free guest setups organised by market & method. https://tradingnut.com/go/vault/ TraderZen - Free trade control & mindset app for active traders. https://tradingnut.com/go/traderzen/ Dynamic Traders Club - Free 7-minute rule strategy — mechanical intraday setup. https://tradingnut.com/go/dtc/ --- Educational only - not financial advice. Risk: https://tradingnut.com/disclaimers/ Some links are affiliate partnerships.

This week, we discuss Zuckerberg's open source AI manifesto, GPUs as securitizable assets, and who actually gets AI ROI. Plus, Buc-ee's goes to war over beavers. Watch the YouTube Live Recording of Episode 585 Runner-up Titles Law of Unintended Consequences We're not lawyers, we just have common sense Trillion-dollar open source company The Meta Manifesto I don't think self-awareness is their strong point. Using AI to fight AI Put me as a strong maybe. Rundown Days after John Oliver's dare, Buc-ee's sues again Meta's Big AI Week The Future is for Everyone Meta Unveils ‘Open Source' Version of Its Most Powerful A.I. Model Meta debuts first AI coding agent to take on Anthropic and OpenAI Superintelligence is a dragon Mistral Is in the Right Place at the Right Time The AI Money Machine Nvidia lines up $500 billion in financing as CEO Jensen Huang tells CNBC his chips are ‘investable asset' 48% of Google Cloud Revenue Next Year Could Come From Just 2 Companies That Have Still Never Turned a Profit Datadog Says Lower Usage From Major AI Customer Could Dent Growth Relevant to your Interests New Orleans will use AI to answer 911 calls instead of a human OpenAI's new AI smart speaker will reportedly sell for between $300 and $400 TechCrunch OpenAI acquires presentation startup NextSlide A road trip through the data center debate A Top OpenAI Executive Steps Down Cloudflare OS: an open platform for agents, apps, and work Introducing Kitesurf: The agent-first browser that runs in V8 isolates on Cloudflare Workers The next generation of MCP How a simple request for AI to book a gym class exposed a major threat Nonsense Buc-off Sponsors Signadot: making sure AI-written code actually works. Conferences WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD50 25 Free Tickets AI Connect, Aug 22nd, 2026 - Riga, Latvia, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting. SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Furious on Hulu Matt: NearbyWiki Reading Maps Infrastructure Frontiers podcast Coté: IncomphrensibleMedia.com Elgato Teleprompter TelepromterPro+

This week, we discuss the Situational Awareness meltdown, Airtable getting sold, and review the Java documentary. Plus, what you should actually buy at IKEA. Watch the YouTube Live Recording of Episode 584 Runner-up Titles Duffle bag of leftovers 5Are you dead in this scenario? Bury me with my IKEA bags Don't automate the world, nobody really wants that AttentionIsAllYouNeed.blog Take some money off the table No more great ideas Rundown IKEA FRAKTA Leopold Aschenbrenner's $45B Fund Implodes AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say His Wedding Guests Were Arriving—Just as His $45 Billion Fund Was Falling Apart Bending Spoons Buys Airtable for $1.28B Bending Spoons to buy Airtable for $1.28B sell on story, or sell on revenue The Java Story | The Official Documentary Relevant to your Interests Who's Writing Open Source Code? Satyress Robotics GitHub - mgwalkerjr95/texas-grocery-mcp: MCP server for HEB grocery shopping BMW Spider-Man in-car advertising An announcement from Superlogical An interactive visualization that follows a single HTTP request through its entire ~200ms life Supercharge your Claude, Cursor, and Codex. | Unstructured Linux Foundation Launches the Tokenomics Foundation valock July 2026 Recap tl;dv (Too Lazy; Didn't Validate): 181,874 Meetings Left Wide Open npm Worm Poisons keyv, cacheable and 400+ Other Packages Across Twelve Organisations Using AI for Product Management - The Tanzu Platform product management experience Is the future of data centers portable? Runware builds a pod to find out Google's AI reshuffle: Chief scientist Jeff Dean exits and Demis Hassabis steps down as DeepMind CEO Investigating three real-world incidents in our cybersecurity evaluations Boris Cherny: We Cut 80% of Claude Code's Prompt Microsoft's stock rockets more than 15% for largest single-day jump in history Amazon revenue soars as AI investments pay off Meta's stock drops on disappointing guidance, dwindling free cash flow Clouded Judgement 7.31.26 - AWS CapEx ROI Sponsors Signadot: making sure AI-written code actually works. Conferences WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD50 25 Free Tickets AI Connect, Aug 22nd, 2026 - Riga, Latvia, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting. SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Brooks GTS 25 Matt: NearbyWiki Reading Maps Coté: Descript Underlord

This week, we discuss how normal people use AI, Alphabet's Anthropic-fueled earnings, and skills vs. agents. Plus, catching AI-cheating students with a hidden prompt. Watch the YouTube Live Recording of Episode 583 Runner-up Titles “Do you think they named them red delicious because they knew they were delicious?” I thought they were First World Steal your Alpha-tier Cory uses only 100% free-range, organic AI. Copy, paste, go. Stolen fruit from the poisoned tree all the way down. It's a different kind of cold. It's a dry cold. Rundown AI IRL How people use AI in 2026: TV, homework, the DMV Professor's invisible prompt trap catches 32 students cheating on their midterm with AI Amazon confirms it's closing key AI site in San Francisco but says work on its top models continues Google Cloud is killing it Skill vs. Agents Atlas: Wiz's autonomous AI Agent for vulnerability research Don't Build Agents, Build Skills Instead Relevant to your Interests Alphabet Quadruples Profit to $112 Billion, Fueled by A.I. Investments Palo Alto Networks to Acquire Embrace, Adding Real User Monitoring to Its Observability Platform IBM CEO Says Company Culture Was Too Slow to Change Domo Announces Agreement to Sell Substantially All Assets and Certain Liabilities to Progress Software for $400 Million Google Cloud is killing it ChatGPT chats are showing up in Google Search — how to find and delete yours [Update] 2026 State of infrastructure in the agentic AI era Stripe in Talks to Buy Buzzy AI-Model Marketplace OpenRouter Sponsors Signadot: making sure AI-written code actually works. Conferences AI Connect, Aug 22nd, 2026 - Riga, Latvia, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 25 Free Tickets DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting. SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Silo Season 3 Matt: Hyperion Coté: Cooking with Claude

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

durée : 00:58:08 - Cultures monde - Depuis le début de la guerre au Moyen-Orient le 28 février 2026, le blocage du détroit d'Ormuz par l'Iran révèle la dépendance de l'Asie du Sud-Est aux hydrocarbures du Golfe. Face à la crise, les gouvernements prennent des mesures d'urgence alors que le risque de tensions sociales augmente. Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

This week, we discuss Bun's move to Rust, OpenAI hunting for revenue, and Stripe's bid for PayPal. Plus, Coté's Dad wisdom. Watch the YouTube Live Recording of Episode 582 Runner-up Titles Turn off my dog Dad Wisdom Amazon subscription and let it fly Dad box Talking about modernization Skin in the game The ivory tower of “Things Actually Work in the Real World” Business fortnight No SegwaysBanking works everywhere else in the world, not America Rundown Rewriting Bun in Rust OpenAI OpenAI's No. 2 Executive to Step Down in Latest Leadership Shake-up OpenAI's Chief Futurist Is Leaving the Company AI Devices Are Coming. Will Your Favorite Apps Be Along for the Ride? OpenAI Executive Kevin Weil Is Leaving the Company OpenAI power consolidates under co-founder Greg Brockman ahead of prospective IPO Barret Zoph is out at OpenAI again after just five months Apple sues OpenAI, accuses ex-employees of stealing trade secrets OpenAI Appears to Be Missing Its Sales Goals by a Vast Margin Stripe, Advent make $53 billion takeover offer for PayPal, sending stock soaring Relevant to your Interests SpaceX, AI Bubble Fears, and The Age of the Trillion-Dollar, Zero-Profit Company Microsoft Frontier Company: AI engineering that amplifies and protects your intelligence Building a CLI for all of Cloudflare California founder fired for ignoring his company's own return-to-office mandate Samsung chip division's single-year profits beat its past 40 years of profits, combined Did a lottery winner become "the company of the future"? Power company hikes data center bills by 30%, cuts residential electricity costs by 1.3% Where AI Works: Slack is the Conversational Interface for Headless AI Salesforce MCP Servers: AI, Data & Analytics for Tableau & Data 360 in Slack IBM and Red Hat launch Lightwell to defend open-source code from AI attacks Infoblox acquires Kentik, adding network observability to its DNS and DDI platform Apple 'Hide My Email' Vulnerability Reveals Peoples' Real Email Addresses House passes bill to make daylight saving time permanent United Airlines' new upsell: Keeping other travelers out of the middle seat Linux creator Linus Torvalds puts foot down on anti-AI comments 1Password now lets Claude sign in to websites without seeing your passwords 1Password and Anthropic Bring Secure Credential Access to Claude forum, an accountable orchestrator for AI agents Google continues its renaming streak by turning NotebookLM to Gemini Notebook 'Pretty revolting': LG's TV are getting huge backlash from users due to installing software What is a micro-retirement? Inside the latest Gen Z trend You paid me, a long-time Linux user, to use Windows 11 exclusively for a month China delivers a one-two punch to America's AI dominance Can Lenovo's World Cup AI Moment Cement Its Enterprise PC Dominance? AI Coding Tools Deliver Speed but Not Business Value Unless Wrapped in Process: China's Moonshot in Talks on Pre-IPO Funds at $50 Billion Value OpenAI and Hugging Face partner to address security incident during model evaluation AI won't fix your broken culture, but you can fix your broken culture Oracle Is Now Down 28% in a Month. Will the 52-Week Low of $132 Hold or Fold? IBM stock craters 23% after issuing second-quarter earnings warning Sheetz is quitting VMware, migrating 11,000 virtual machines Meta in Talks to Lease Computing Power to Anthropic in Potential $10 Billion Deal AWS cloud lead Dave Brown heads to Meta - report - DCD Amazon senior cloud executive departs after 18 years Meta Caps Internal AI Token Spending After Costs Approach Billions in 2026 Meta Compute Launch Sends AI Compute Stocks Tumbling Globally Agentic ransomware for automated database extortion Dark-Moon: Autonomous AI pentesting engine Sponsors Signadot: making sure AI-written code actually works. Nonsense Messi Beats Ronaldo in 2026 World Cup Password Breach Data Rankings United Airlines' new upsell: Keeping other travelers out of the middle seat Yes, you can now order DoorDash from the command line House passes bill to make daylight saving time permanent Listener Feedback Biogen hiring Associate Director, Enterprise Architecture in Triangle, NC Tim releases a font for developers whose close-up vision isn't what it used to be The Java Story | Official Trailer | Full Film Coming July 17th Conferences DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 25 Free Tickets DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting. SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: entogo — Type a keyword. Go anywhere. 28 Years Later, The Bone Temple Matt: Vacation, not micro-retirement Coté: Wolf Hall books.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

C'est le grand jour, la finale de la Coupe du Monde ! L'Espagne affronte le tenant du titre, l'Argentine, pour dominer le football mondial. Quelle équipe voyez-vous remporter la compétition ? Qui est favori ? Qu'avez-vous pensé de la compétition de l'Argentine ? A-t-elle été maitrisée ? Mentalement, cette équipe est-elle infaillible ? Scaloni a-t-il montré qu'il tenait son groupe en s'adaptant tactiquement ? Le collectif est-il toujours au service de Lionel Messi ? Lui réalise-t-il sa meilleur Coupe du Monde à 39 ans ? Coté espagnol, on note une montée en puissance collective au fur et à mesure de la compétition. De La Fuente a-t-il été récompensé de ses choix. Attendez-vous particulièrement ce soir Lamine Yamal ?Ce podcast est hébergé par Podcastics, la plateforme pour créer et diffuser votre podcast facilement.

Brandon interviews Arjun Iyer, CEO & Co-founder of Signadot. They discuss how Ephemeral Environments eliminate developer toil by shifting validation earlier in the dev cycle, how Signadot's MCP server lets AI coding agents run end-to-end tests autonomously, and real-world results including Brex saving $2M in cloud spend. Plus, how Cisco bought AppDynamics for ~$4 billion the day before their IPO. Watch the YouTube Live Recording of Episode 581 Show Links Signadot Free Trial Brex Case Study Signadot Documentation Overview Contact Arjun Iyer LinkedIn: Arjun Iyer Twitter: @arjuniyer_ SDT News & Hype Join us in Slack. Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com and we will send you free laptop stickers! Follow us: Twitch, Twitter, Instagram, Mastodon, BlueSky, LinkedIn, TikTok, Threads and YouTube. Use the code SDT to get $20 off Coté's book, Digital WTF, so $5 total. Become a sponsor of Software Defined Talk! Special Guest: Arjun Iyer.

durée : 02:00:53 - Les Matins de France Culture - par : Bérengère Bonte - Ce matin à 7 h 38 et à 8 h 20, Bérengère Bonte reçoit la chercheuse en géopolitique Ophélie Coelho et le chercheur au CNRS Jean-Baptiste Fressoz pour parler du coût climatique de l'intelligence artificielle. - équipe : Félicie Faugère, Mathilde Thon-Fourcade, Victoria Géraut-Velmont, Inès Bouffartigue Sebastia, Rodi Eken, Anouk Seveno, Salomé Erbs, Romain Rincon Hernandez - invités : Ophélie Coelho Chercheuse associée à l'IRIS et doctorante au Centre Internet et Société du CNRS. , Jean-Baptiste Fressoz Historien des sciences, des techniques et de l'environnement, Christoph Wiesner Directeur des rencontres de la photographie à Arles. Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

durée : 00:39:29 - Les Matins de France Culture - par : Bérengère Bonte - Alors que la France vient de connaître le mois de juin le plus chaud jamais enregistré, l'ONU ouvre aujourd'hui à Genève son premier dialogue mondial sur l'IA. Entre promesse d'une technologie au service du climat et un coût environnemental croissant, quel bilan dresser ? - équipe : Félicie Faugère, Mathilde Thon-Fourcade, Victoria Géraut-Velmont, Inès Bouffartigue Sebastia, Rodi Eken, Romain Rincon Hernandez, Salomé Erbs - invités : Jean-Baptiste Fressoz Historien des sciences, des techniques et de l'environnement, Ophélie Coelho Chercheuse associée à l'IRIS et doctorante au Centre Internet et Société du CNRS. Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

This week, we discuss Anthropic's 18-day Fable timeout, whether AI is actually killing jobs, and OpenAI's trillion-dollar IPO problem. Plus, SoftBank's golden goose slides. Watch the YouTube Live Recording of Episode 579 Runner-up Titles Everything is Files It's just about meetings Did you do the pre-meet? Meetings Judgement Let it ride If it's hot, turn on the AC I don't have time for a towel. Headless HEB Rundown I was fired by Google for creating the Google Workspace CLI Fable is Back White House lifts export control on advanced AI model from Anthropic Trump administration lifts restrictions on Anthropic's Fable 5 OpenAI and Anthropic limit new AI models to Trump-approved customers during cybersecurity review AI News of the Month - June 2026 AI is NOT killing jobs Ford rehires ‘gray beard' engineers after AI falls short AWS puts $1 billion into new AI unit to embed engineers with customers A New Look at AI's Impact on Jobs The Unstoppable Force of A.I. Hype Is Meeting One Immovable Fact Cloudflare Acquires VoidZero to Build the Future of the AI-Native Web OpenAI Leans Toward Waiting Until Next Year for I.P.O. SoftBank's slides are just trolling us The PDF of the Slides Relevant to your Interests The Australians fighting AI slop in open-source code Axios Future of Cybersecurity Thought Bubble SpaceX Is Getting Fast-Tracked Into Indexes. Ordinary Investors Could Lose Out. News Flash: You Are the Exit Liquidity for the SpaceX IPO Cerebras Systems Announces Strong First Quarter 2026 Results The AI Compass T-Mobile appears to be quitting VMware Listener Feedback Introducing Omnigent: A Meta-Harness to Combine, Control and Share Your Agents Conferences WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 25 Free Tickets DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting. SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Walmart+ for Grocery Delivery Coté: Supermarkt Meerwijk Watergraafsmeer, also in Instagram

This week, we discuss Fable follow-up, Gartner's AI Governance MQ, and the war for AI talent. Plus, Matt and Brandon review Disclosure Day. Watch the YouTube Live Recording of Episode 578 Runner-up Titles Ready to podcast from a sailboat It's just people fighting Calculator budget Ask Siri to do your homework Software Defined Consulting: SDC The Magic Platform AI Curious I watched ALLLLL the keynotes. I don't know that, but I know that You gotta stay to vest Brandon, remember Cursor? Educated Hater Rundown Gartner Magic Quadrant for AI Governance Platforms IBM recognized as a Leader in the Gartner® Magic Quadrant™ for AI Governance Platforms  What is an "AI Governance Platform? AI Consolidates Talent Alphabet paces for worst day in a year on AI concerns after high-profile exits OpenAI co-founder Andrej Karpathy joins Anthropic's pre-training team Supercharge your cloud operations with the Kiro power for AWS DevOps Agent Relevant to your Interests Intel ex-CEO Pat Gelsinger joins faith-focused tech firm Gloo Explore more than a decade of survey data across markets Did Slate Accidentally Reveal Its Electric Truck Price? Shocking MSRP Apparently The Real Reason Anthropic's Models Are Offline: A Six-Year-Old Trump Grudge Introducing Enterprise NAS, Built on ZFS 'Fix this code.' The three words that led the U.S. government to ban … Hyundai takes full control of Boston Dynamics as SoftBank exits for $325 million Opinion | The Secret Reason Bosses Want Everyone Back in the Office, Every Day of the Week Meta Exposed Data Internally From Its Controversial Employee-Tracking Program Chevron to fuel massive Microsoft data center in Texas using natural gas Getty Images Soars 200% in Early Trading After OpenAI Deal U.S.-Backed Chipmaking Startup Chaired by Former Intel CEO Is Raising $350 Million OpenAI unveils its first custom chip, built by Broadcom Run isolated sandboxes with full lifecycle control: AWS Lambda introduces MicroVMs Anthropic's Claude Tag is learning your company, one Slack message at a time Sponsors Sentry - Quit Buggin': use code sdt26 for $100 in credit for new customers Nonsense Wiz Ice Cream for CISOs IN THE WEIGHTS Conferences WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 25 Free Tickets DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting. SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Disclosure Day Matt: Izzard: The Tragedy of Hamlet Coté: The Millennial Aesthetic Coté's CFP acceptance rate chart Coté's newsletter

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

This week, we discuss the Fable ban, SpaceX's $60B Cursor buy, and why Lovable wins when AI picks your stack. Plus, Europeans are at the World Cup and already drank Boston dry. Watch the YouTube Live Recording of Episode 577 Runner-up Titles Waited out the storm Maybe we should build some castles or something Years of lawsuits ahead of us The ultimate dream AI SEO I hope you're paid by the hour Always be monitoring to me Rundown Anthropic How Amazon and the White House ended Anthropic's Fable Statement on the US government directive to suspend access to Fable 5 and Mythos 5 Dario Amodei — Policy on the AI Exponential Cursor Live Updates: Elon Musk Becomes World's First Trillionaire as SpaceX Starts Trading SpaceX to acquire Cursor for $60B in stock, days after blockbuster IPO Vibe Coding Lovable says it has hit $500M in annualized revenue, with 1 million new projects a week Vibe-coding phenomenon lifts AI startup Supabase to $10.5 billion valuation Database startup Supabase raises $500 million $10.5 billion valuation curl summer of bliss Relevant to your Interests Grep this: Microsoft grafts (most) Linux commands onto Windows apple/container The Virtual OS Museum YouTube has eclipsed Netflix in viewership via (@lucas_shaw) OpenAI to acquire Ona Keycap Quarry – Artisan Keycaps for Mechanical Keyboards Mark Zuckerberg Orders His Employees to Start Having Fun Again Why is Meta destroying its engineering organization? VCs behaving badly Databricks Agrees to Acquire Panther Sponsors Sentry - Quit Buggin': use code sdt26 for $100 in credit for new customers Nonsense The AI coding agent that runs on stolen Chipotle compute Minesweeper 3D No Guess – Free 3D Browser Game | Logic Solver Fly around the world (Experimental) | Google Earth | Google for Developers Commodore's newest gadget is a flip phone that blocks social media and browsers Conferences WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Germany. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 25 Free Tickets DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Digital ID Matt: Murderbot Diaries: Platform Decay Coté: WordPress.com. Tetilla cheese from the Camino de Santiago.

Brandon talks with OpenObserve's Prabhat Sharma and Shani Shoham: why observability is still broken, how they fixed it, and where AI takes it next. Watch the YouTube Live Recording of Episode 576 Show Links OpenObserve OpenObserve on GitHub Series A and Observability 3.0 announcement blog post Launching OpenObserve OpenObserve 2-Minute Demo Download OpenObserve Contact Prabhat Sharma LinkedIn: hiprabhat Twitter/X: @hiprabhat Contact Shani Shoham LinkedIn: shanishoham Twitter: @shohams SDT News & Hype Join us in Slack. Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com and we will send you free laptop stickers! Follow us: Twitch, Twitter, Instagram, Mastodon, BlueSky, LinkedIn, TikTok, Threads and YouTube. Use the code SDT to get $20 off Coté's book, Digital WTF, so $5 total. Become a sponsor of Software Defined Talk! Special Guests: Prabhat Sharma and Shani Shoham.

This week, we discuss NVIDIA going consumer, Microsoft Build, and the Anthropic/OpenAI IPO race. Plus, does credit card insurance work? Watch the YouTube Live Recording of Episode 575 Runner-up Titles Who Wins AI? Models vs. Middleware Jensen After Dark Once again, robots Why is this something you talk about in a keynote? Could this have been an app? Defeating Apple, the sword in the stone Your tokens are my margin Prisons, schools and military - what is the Venn diagram? Every enterprise is unhappy in their own way Rundown Nvidia NVIDIA and Microsoft Reinvent Windows PCs for the Age of Personal AI Nvidia's N1X Apple Silicon rival is two years behind Nvidia, Microsoft, and Arm are all teasing Nvidia's new N1X laptop processors Blackstone and Google launch $5B TPU cloud venture with 500MW of AI capacity AI server demand drives staggering revenue growth for Dell and its stock soars Microsoft Build Microsoft Build 2026: Be yourself at work Microsoft Build Live Blog Microsoft admits its "infuriating" floating AI button was a mistake OpenAI and Anthropic Go Public Anthropic Files to Go Public, Setting Stage for Huge I.P.O. OpenAI Prepares to File to Go Public in Coming Weeks How Anthropic Got So Big, So Fast Anthropic and SpaceX compute OpenAI launches new Codex tools for white-collar work OpenAI Hires ServiceNow CMO Colin Fleming to Lead Business Marketing Push Wiz + Anthropic: Claude Enterprise Meets the Security Graph Relevant to your Interests Grafana breach caused by missed token rotation after TanStack attack GitHub Got Hacked. The AI Security Arms Race is Here Hackers Simply Asked Meta AI to Give Them Access to High-Profile Instagram Accounts. It Worked SpaceX not the behemoth everyone thought Spotify adds AI-powered Q&A and briefing generation features to podcasts Amazon Web Services - Four Years and Out + AWS Fired the One Employee Who Gave a Damn Introducing UniFi 5G Backup AI Generated Summaries WSJ: How I Choose Which Cloudflare Employees to Replace with AI Microsoft open-sources the earliest DOS source code discovered to date Audio-generation app Huxe, founded by former NotebookLM developers, shuts down Bill Gates Spent Years Crafting His Image. Now It's Cracking. How do AI Layoffs Work? Some Speculation. Snowflake to Acquire Natoma to Bring Governed Agentic Access to the Enterprise U.S. companies have an AI problem. Indian IT wants to be the solution Meta to start testing AI subscription services, cheapest plan at $7.99/month Sponsors Sentry - Quit Buggin': use code sdt26 for $100 in credit for new customers Nonsense What Is a Dickover? Listener Feedback Henning corrects Coté's pronunciation of León. Conferences VMware User Group, Dallas, June 9-11, 2026 WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 25 Free Tickets DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: The spelled-out intro to neural networks and backpropagation: building micrograd Matt: Boards of Canada: Inferno Aphex Twin - Live in Houston Coté: ElevenLabs, for example Coté's learning Dutch podcast.

This week, we discuss the Cloudflare CEO's op-ed, upcoming tech IPOs and GitHub getting breached. Plus, ranking our favorite manifestos. Watch the YouTube Live Recording of Episode 573 Runner-up Titles We're not making money so we can't put in place the enshitification strategy. Go easy on the AI I hope they're not using PowerPoint in the Vatican I didn't' come here to talk about the Pope I should take more showers I came to measure and chew bubblegum Matt Ray Dalio is not a wave rider. Usability golf No dependencies, no problems Peak Software We are a safe haven for measures Tools and Rules Rundown Layoffs How do AI Layoffs Work? Some Speculation. How I Choose Which Cloudflare Employees to Replace With AI Revenue and IPO Anthropic is paying SpaceX $15 billion per year OpenAI Prepares to File to Go Public in Coming Weeks SpaceX TAM - $28.5 trillion. US GDP - $31 trillion. GitHub Got Hacked. The AI Security Arms Race is Here NHS Pulls OSS Wiz + Anthropic: Claude Enterprise Meets the Security Graph | Wiz Blog Relevant to your Interests Grafana breach caused by missed token rotation after TanStack attack Introducing UniFi 5G Backup SpaceX not the behemoth everyone thought Microsoft admits its "infuriating" floating AI button was a mistake Microsoft admits forcing the floating Copilot button on Office users was a mistake—but engagement went up anyway IBM and U.S. Department of Commerce Announce America's First Purpose-Built Quantum Foundry, Supported by Proposed $1 Billion CHIPS Award Microsoft open-sources "the earliest DOS source code discovered to date" Blackstone and Google launch $5B TPU cloud venture with 500MW of AI capacity What It Takes to Preserve Floppy Disks U.S. companies have an AI problem. Indian IT wants to be the solution Audio-generation app Huxe, founded by former NotebookLM developers, shuts down Spotify adds AI-powered Q&A and briefing generation features to podcasts Sponsors Sentry - Quit Buggin': use code sdt26 for $100 in credit for new customers Nonsense GE's nugget ice maker is nearly half off if you buy it refurbished Watch: Drones crash into water after Sydney light show malfunction America the Tasty: The Best Breakfast in Every State Listener Feedback Jason built the DepartTime App iPhone App Conferences VMware User Group, Dallas, June 9-11, 2026 WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 25 Free Tickets DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026 , Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Trek Austin Matt: VESA Coté: AI-Generated Summaries Table for Two Slim Daddy's Repair

This week, we discuss Google I/O, the OpenAI soap opera, and ChatGPT going full financial advisor. Plus, thoughts on improving the conference hallway track. Watch the YouTube Live Recording of Episode 573 Runner-up Titles Stupid Macs I like my idea What was I thinking? Opt-in AI Kentucky Derby's this Weekend It's a low plateau There's no vibe in X-Code Matt's trading with AI Everyone's watching Rundown Google I/O A new era for AI Search All the news from the Google I/O 2026 Developer keynote I/O 2026: Welcome to the agentic Gemini era AI Stuff Elon Musk lost his case against Sam Altman Greg Brockman Officially Takes Control of OpenAI's Products in Latest Shake-Up OpenAI launches ChatGPT for personal finance, will let you connect bank accounts Anthropic hires OpenAI co-founder Andrej Karpathy, former Tesla AI leader Relevant to your Interests Datacenter NIMBYism: What Did You Think Was Going to Happen? Cerebras raises $5.5B, then stock pops $108%, in the first huge tech IPO of 2026 Andreessen Horowitz Is Spending on Politics Like No Other Cisco announces record revenue and 4,000 layoffs in the same day Amazon ditches Rufus chatbot, launches Alexa shopping agent in AI strategy pivot Open source tool maker Grafana Labs says hackers stole its code, refuses to pay ransom Anthropic has acquired the dev tools startup used by OpenAI, Google, and Cloudflare From Open Source Software to Open Source Strategy CISA Admin Leaked AWS GovCloud Keys on Github Shai-Hulud Returns: npm Worm hits @antv in latest ongoing campaign Intel CEO says foundry business is gaining momentum as customer interest grows Removing the Modem and GPS from my 2024 RAV4 Hybrid Sponsors WebRTC.ventures – Real-time communication & Voice AI integration Sentry - use the code: sdt26 for $100 in Sentry credits for new users Nonsense "solutions architects" in 2026 Conferences WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1. 2006 DevOpsDays Istanbul, October 24th, 2026 - Coté keynoting. VMware User Groups (VMUGs): Dallas (June 9-11, 2026) Orlando (October 20-22, 2026) SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Varlock Matt: Sheep Detectives

Our 245th episode with a summary and discussion of last week's big AI news!Recorded on 05/13/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:OpenAI released new voice intelligence API features including GPT Realtime 2 (GPT-5-powered) plus realtime translation and Whisper transcription, emphasizing the latency–reasoning tradeoff, larger context, and new guardrails amid fraud risks.Thinking Machines previewed a low-latency, full‑duplex conversational system with a two-model architecture and custom inference stack, reporting strong interactivity benchmark results but without public access or third‑party validation yet.Anthropic pushed further into vertical products with Claude for Legal and deeper AWS availability, while ongoing ecosystem tension grows as platform model providers compete with application-layer companies.Safety, policy, and research updates included OpenAI's self-harm trusted contact feature, Anthropic work on reducing agent misalignment by training ethical “why” reasoning, OpenAI's investigation of accidental chain-of-thought grading in RL, and Meta horizon eval updates showing benchmarking limits for long task horizons.Timestamps:(00:00:10) Intro / Banter(00:01:35) Response to listener comments(00:03:27) Sponsor Break Tools & Apps(00:06:27) OpenAI launches new voice intelligence features in its API | TechCrunch(00:15:52) Thinking Machines drops a new, highly responsive model designed for humanlike interactions in real time - SiliconANGLE(00:27:49) Claude For Legal Launches, May Reshape the Legal Tech World – Artificial Lawyer(00:40:27) Threads tests a Meta AI integration that works similarly to Grok | TechCrunch(00:43:08) Google brings agentic AI and vibe-coded widgets to Android | TechCrunch(00:45:33) Google updates AI search to include quotes from Reddit and other sources | TechCrunch Applications & Business(00:47:38) Sam Altman was winning on the stand, but it might not be enough | The Verge(00:55:04) Nvidia C.E.O. Jensen Huang Hitches Ride With Trump to China After Last-Minute Invite - The New York Times(00:58:40) AWS expands Anthropic partnership with Claude Platform launch(01:01:13) Chinese grey market sells Claude API access at 90% off by using stolen credentials, model substitution, and harvesting users' prompts and outputs for resale as AI training data — 'transfer stations' operate through proxy networks that harvest user data(01:06:43) DeepMind Spinout Isomorphic Labs Raises $2.1 Billion to Design Drugs With AI - BloombergProjects & Open Source(01:09:04) Petri: Anthropic Hands Its Alignment Toolbox to Meridian Labs with 3.0 Update(01:12:25) Daybreak': OpenAI's Answer to Anthropic's Project Glasswing Has ArrivedPolicy & Safety(01:14:04) Teaching Claude why(01:21:45) Import AI 455: Automating AI Research(01:28:31) ChatGPT's New Safety Feature Could Alert 'Trusted Contact' to Risk of Self-Harm - CNET(01:30:09) Investigating the consequences of accidentally grading CoT during RL(01:34:46) Natural Language Autoencoders criticism(01:39:15) Review of the "Risks from automated R&D" section in the Anthropic Risk Report (February 2026)Synthetic Media & Art(01:43:39) George Clooney, Tom Hanks, and Meryl Streep back new ‘Human Consent Standard' for AI licensing | The VergeResearch & Advancements(01:45:10) METR says Claude Mythos is testing the limits of AI evaluation – Startup FortuneSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week, we discuss how security gets sold to execs, where agentic coding and security collide, and Cloudflare vs. Datadog's diverging paths. Plus, Coté weighs in on sugar cookies. Watch the YouTube Live Recording of Episode 572 Runner-up Titles Sugar Kingdom Bastard Sugar Choose butter It's just AI now People don't like paying for software It's an exciting time to be writing software Are we going to start funding open source? Speaking of that, but not that, it's totally unrelated We're leaving the table Weird network stuff That box of cables on GitHub Rundown Security Mini Shai-Hulud Is Back: npm Worm Hits over 160 Packages Fedora Hummingbird Linux Brings Agentic Linux to Builders Red Hat Hardened Images Palo Alto Networks to Acquire Portkey to Secure the Rise of AI Agents Mythos finds a curl vulnerability Redis and the Cost of Ambition AI is restructuring the software industry — winners and losers Datadog's stock jumps 31% on crushing earnings beat Cloudflare stock sinks 24% after earnings as company cuts 1,100 employees Linear increases workforce Relevant to your Interests Laws, anecdotes, idioms, and other shit people say - cote.pizza The smart lock standard that could replace your keys is finally here dirtyfrag/README.md at master · V4bel/dirtyfrag · GitHub Red Hat Summit Newsroom Finally, texts between Android and iPhone users can be end-to-end encrypted Your Container Is Not a Sandbox OpenAI launches the OpenAI Deployment Company Corporate Card Startup Ramp Raising Funds at $40 Billion Valuation Cyberattack shutters Canvas learning platform for schools across the U.S. AWS warns of EC2 'impairment' as power loss hits notorious US-EAST-1 region AI and DevOps Maturity Anthropic raises Claude Code usage limits, credits new deal with SpaceX Announcing Agent Toolkit for AWS He's not wrong, but what can they do? How are those Microsoft foundation models going? Sponsors WebRTC.ventures – Real-time communication & Voice AI integration Conferences WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1. 2006 DevOpsDays Istanbul, October 24th, 2026 - Coté keynoting. VMware User Groups (VMUGs): Dallas (June 9-11, 2026) Orlando (October 20-22, 2026) SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Xcode MCP Matt: whatcable Coté: Shogun.

This week, we discuss AI labs driving cloud revenue, hyperscalers laying off instead of building, and kids defeating age verification. Plus, Brandon has too many thoughts on Workday. Watch the YouTube Live Recording of Episode 571 Runner-up Titles The world is just paper. TODO debris pile Fancy countries you live in Enron Conspiracy Shredder. Cote's mom's gonna love this Brandon works out his Workday trauma. Cash money, hamburger, hamburger bang bang ChatGPT PS Edition Forward Deployed Engineer for Workday It'll probably work, that's the future Rundown Earnings Cloud Giants Update Amazon earnings beat expectations with strong cloud growth Microsoft calls for $190 billion in 2026 capital spending on soaring memory prices Alphabet ups 2026 capex to as much as $190 billion Meta stock drops on quarterly results Anthropic Commits to Spending $200 Billion on Google's Cloud and Chips How children are getting creative and fooling age verification checks Services Anthropic launches enterprise AI firm with Blackstone, Goldman Sachs Anthropic and OpenAI are both launching joint ventures for enterprise AI services Relevant to your Interests Q1 2026 earnings call: Remarks from our CEO Microsoft says it has over 20M paid Copilot users, and they really are using it Sources: Anthropic could raise a new $50B round at a valuation of $900B Microsoft open-sources "the earliest DOS source code discovered to date" IBM Bob hits 80,000 developers with 45% productivity gains Shares of eBay take off on a $56 billion buyout bid from GameStop's Ryan Cohen Wall Street Rollup (@WallStRollup) on X The Venture-Capital Populist Cursor's $60 billion bet is on the harness, not the model What you're actually writing when you write a SKILL.md So Long Jeeves and Ask.com, Relics of Yesterday's Internet No more Jeeves: Ask.com officially shuttered OpenAI locks GPT-5.5-Cyber behind velvet rope Workload Identity Federation AWS Cost Optimization Hub now supports CSV download - AWS IREN Announces Acquisition of Mirantis to Strengthen AI Cloud Delivery Capabilities Sponsors WebRTC.ventures – Real-time communication & Voice AI integration WeAreDevelopers World Congress North America Sept 23–25, San José, CA Use Code DEVPOD26 — 15% off, stacks with group rates for 4+ Nonsense Your Name in Landsat Listener Feedback JD recommends varlock Conferences DevOpsDays + AI Nashville, May 14-15, 2026 KCD Texas, May 15, 2026, use code MEDIA_THANK_YOU for free pass WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 DevOpsDays Vilnius, Sep 30 - Oct 1. 2006 DevOpsDays Istanbul, October 24th, 2026 - Coté keynoting. VMware User Groups (VMUGs): Toronto (May 12-14, 2026) Dallas (June 9-11, 2026) Orlando (October 20-22, 2026) SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Overcast Upload CLI utility The 2026 AI Draft Epson 400 II Matt: Casablanca. Coté: iA Writer.

Welcome to episode 353 of The Cloud Pod, where the weather is always cloudy! Justin, Ryan, and Matt are in the studio this week and ready to bring you all the latest news, including earnings from the big 3, a new agreement between the DOW and Google (Don’t be Evil), AI Agents, and more OpenClaw news (that your security team may not appreciate). Plus, DataCenters may not be great for the environment. Who knew?  There's a lot to cover, so let's get started! Titles we almost went with this week Who Let the Bots Out? AI Governance Has No Answer  Microsoft Loses Its OpenAI Monopoly But Keeps the Parking Spot  AWS But Make It Forklifts and Freight Bezos Built a Money Printer That Prints Data Centers GPT-5.5 Instant Arrives Faster Than Your Last Existential Crisis When Your AI Coding Tool Ghosts You for Seven Weeks No More Goldfish Brain for Your AI Agents Amazon Quick Connects Everything Except Your Work-Life Balance AWS WAF Now Knows Which AI Is Crawling Your Stuff Stop Pushing Broken Code to Staging Like a Caveman Your AI Agent Called It Needs Automated Therapy OpenAI Moves In, and AWS Didn’t Even Change the Locks AI Interviews Candidates So Recruiters Can Nap Foundry Gives AI Agents Long-Term Memory and a Diary Cloud Earnings are Up… but some day the Capex Bell will Toll for the AI Reckoning Who Let the Bots Out? AWS WAF now shows you A big thanks to this week's sponsors: There are many cloud cost management tools out there, but only Archera provides insured commitments. It sounds fancy, but it’s really simple. Archera gives you the cost savings of a 1 or 3-year AWS Savings Plan with a commitment as short as 30 days. If you do not use all the cloud resources you have committed to, Archera will literally cover the difference. Other cost management tools may say they offer “insured commitments”, but remember to ask: Will you actually give me my rebate? Because Archera will.  Check out thecloudpod.net/archera to schedule a demo today.  We also wanted to tell you about something coming to the US for the first time — WeAreDevelopers World Congress!  They’ve been doing this in Europe for years, 15,000-plus attendees in Berlin, it’s one of the biggest developer events over there. Coté from Software Defined Talk is actually speaking at their Berlin event this summer, so we’ve got some firsthand context here. In September, they’re launching the North America edition. San José, September 23 to 25. 500-plus speakers, 18 tracks — cloud, infrastructure, DevOps, security, AI, data engineering, all of it. Speakers from Datadog, Honeycomb, Sentry, Google, LinkedIn, and Stack Overflow. Olivier Pomel, Christine Yen, Milin Desai, Kelsey Hightower – plus workshops and masterclasses, not just talks. These are people who know how to do a developer conference at scale. wearedevelopers.us, code DEVPOD26 for 15% off. Group rates on top of that for 4 or more. Follow Up It's Earnings Time!  01:23 Microsoft (MSFT) Q3 earnings report 2026 Microsoft posted Q3 2026 revenue of $82.89 billion, up 18% year over year, with Azure cloud services growing 40%, slightly ahead of analyst expectations in the 38-39% range. Capital expenditures came in at $31.9 billion, about $3 billion below the analyst consensus of $34.9 billion, contributing to the stock dipping 2% despite the earnings beat, reflecting investor sensitivi