Podcasts about Foundry

Industrial Talk is onsite at Penn State and talking to Victor Okhuysen, Professor with Cal Poly Pomona about "Strengthening the future of manufacturing". Overview Scott Mackenzie from Industrial Talk discusses the importance of training the next generation of industrial leaders with Victor Okhuysen from Cal Poly Pomona. The Penn State Erie campus hosts the METAL program, which aims to inspire and educate students in metallurgy and manufacturing. Victor, a principal investigator, highlights the program's hands-on approach, including boot camps and workshops, to expose students to potential careers. The program has conducted four boot camps and ten workshops, using a system called Foundry in a Box. Victor emphasizes the need for skilled workers in an increasingly automated industry and the role of community colleges in providing relevant training. Outline Introduction to Industrial Talk Podcast and IRISS Technologies Scott Mackenzie introduces himself and the Industrial Talk podcast, emphasizing its focus on industry professionals and innovations.Scott highlights IRISS Technologies, a global leader in electrical maintenance safety, and their patented infrared and ultrasonic inspection windows.IRISS Technologies' solutions help in detecting issues early, boosting reliability, and protecting workers from unplanned failures.Scott encourages listeners to learn more about IRISS Technologies at their website. Introduction to the METAL Program and Victor Okhuysen Scott welcomes listeners to the Industrial Talk podcast and highlights the importance of celebrating industry professionals.Scott introduces the METAL program at Penn State Erie, an acronym for Metallurgical Engineering Trade Apprenticeship Learning.Victor Okhuysen from Cal Poly Pomona is introduced as a key figure in the METAL program, focusing on exchanging ideas to improve curriculum and delivery.Victor explains his role as a principal investigator at Cal Poly Pomona, working on a curriculum developed by Penn State. Discussion on the Importance of Training the Next Generation Scott and Victor discuss the critical need for training the next generation of industrial leaders.Victor emphasizes the importance of having a trained workforce despite advancements in automation.Scott shares his personal experience of being inspired by educational films about manufacturing during his childhood.Victor explains the current state of manufacturing, noting the increase in automation and efficiency, and the need for skilled workers. Victor's Background and the METAL Program at Cal Poly Pomona Victor provides a brief overview of his background, including his role as a professor at Cal Poly Pomona and his expertise in metal casting and manufacturing.Scott praises the quality of instructors in the METAL program, noting their extensive experience and passion for their fields.Victor explains the purpose of the METAL program, which is to expose students to potential careers in metallurgy and related fields.The program includes boot camps and workshops, using a system called Foundry in a Box to engage students in hands-on activities. Challenges and Opportunities in Manufacturing Education Scott and Victor discuss the challenges of keeping up with the rapid changes in manufacturing technology.Victor highlights the need for continuous training and education to maintain professional currency.Scott emphasizes the importance of employers investing in their workforce to stay competitive.Victor mentions the issue of skilled workers leaving for better opportunities, which can be a challenge for employers. The Role of Community Colleges and Apprenticeship Programs Scott and Victor discuss the role of community colleges in providing manufacturing education and training.Victor explains that community colleges offer programs in welding, machining, and metallurgical technician, among others.Scott shares his positive experience with an apprenticeship program, which provided hands-on training and real-life education.Victor notes the decline in apprenticeship programs and the need for individuals to be proactive in pursuing their career goals. The Importance of Hands-On Training in Manufacturing Scott and Victor discuss the importance of hands-on training in manufacturing education.Victor shares an example of a boot camp where students were given the opportunity to pour their own molds, providing a valuable hands-on experience.Scott emphasizes the need for students to see and experience the practical aspects of manufacturing to understand its importance.Victor highlights the benefits of hands-on training in making students more knowledgeable and skilled. Future Plans for the METAL Program at Cal Poly Pomona Victor outlines the future plans for the Metal program at Cal Poly Pomona, including expanding the program and reaching more people.The program aims to attract more high school and college students, as well as industry professionals.Victor mentions the potential for the program to include more boot camps and workshops to provide additional exposure to students.The program also aims to strengthen the manufacturing base by educating more people about the industry. Conclusion and Call to Action Scott wraps up the conversation by emphasizing the importance of supporting the next generation of industrial leaders.He encourages listeners to connect with Victor and the METAL program at Cal Poly Pomona for more information.Scott highlights the role of Industrial Talk in promoting industry professionals and their stories.He encourages listeners to support the METAL program and other initiatives aimed at training the next generation of industrial leaders. If interested in being on the Industrial Talk show, simply contact us and let's have a quick conversation. Finally, get your exclusive free access to the Industrial Academy and a series on “Why You Need To Podcast” for Greater Success in 2026. All links designed for keeping you current in this rapidly changing Industrial Market. Learn! Grow! Enjoy! VICTOR OKHUYSEN'S CONTACT INFORMATION: METAL Website: https://www.metalforamerica.org/ LinkedIn Profile: https://www.linkedin.com/in/victor-okhuysen-26bb0423/ Company LinkedIn:  https://www.linkedin.com/school/cal-poly-pomona/ Company Website: https://www.cpp.edu/ PODCAST VIDEO: https://youtu.be/3qxigN0h18E THE STRATEGIC REASON "WHY YOU NEED TO PODCAST": OTHER GREAT INDUSTRIAL RESOURCES: NEOM: https://www.neom.com/en-us Hexagon: https://hexagon.com/ Arduino: https://www.arduino.cc/ Fictiv: https://www.fictiv.com/ Hitachi Vantara: https://www.hitachivantara.com/en-us/home.html Industrial Marketing Solutions:  https://industrialtalk.com/industrial-marketing/ Industrial Academy: https://industrialtalk.com/industrial-academy/ Industrial Dojo: https://industrialtalk.com/industrial_dojo/ We the 15: https://www.wethe15.org/ YOUR INDUSTRIAL DIGITAL TOOLBOX: LifterLMS: Get One Month Free for $1 – https://lifterlms.com/ Active Campaign: Active Campaign Link Social Jukebox: https://www.socialjukebox.com/ Industrial Academy (One Month Free Access And One Free License For Future Industrial Leader):

In today's Cloud Wars Minute, I look at why two of the fastest-growing Cloud Wars companies are joining forces around data, AI, and industry solutions. Highlights 00:03 — When heavy weather rolls in, it's good to have friends around. It's good to have partnerships, and I don't think the AI Revolution is so much heavy weather, but that depends on how well prepared businesses are to take advantage of it, how aggressively, how thoughtfully they're moving into this AI Revolution. 00:41 — It's interesting, Google Cloud and Palantir, on the Cloud Wars Top 10, these are the two fastest-growing companies. Google Cloud grew 63%; Palantir grew 70%. Palantir's commercial business grew 133% in the first quarter, so they've got enormous momentum. 01:30 — The Palantir Foundry platform for enterprise data management is now available on Google Cloud infrastructure and on the Google Cloud Marketplace. Google Cloud and Palantir have built connectors between Foundry and Google Cloud's BigQuery, allowing data from those platforms and others to be pulled together for businesses to analyze. 02:09 — Not just the technical integrations, which have to happen, but also this desire for these two companies to say, "We're going to jointly develop industry-specific solutions around data and AI for vertical markets." The first two they picked are retail and financial services. 03:15 — This is a dream partnership, I think. And it's also probably an example of how, with the enormity of the prospects of what can happen here in the AI Revolution, we're going to see more of the Cloud Wars Top 10 companies form these sorts of wide-ranging partnerships. 04:19 — There's a big emphasis from both of these companies on keeping things open and fully accessible for whichever specific routes customers want to take. We're seeing these inextricably bound connections here through this partnership of data, which is the fuel for AI, helping companies transform into AI-powered enterprises. Visit Cloud Wars for more.

Ny episode av Impressions og i dag har vi med oss Mikael Steenbuch live fra The Foundry konferansen i Mandal. Mikael har vært på podcasten en gang tidligere, men denne gangen uten sin partner i Astar. Mye spennende som blir tatt opp i denne kortere episoden, enjoy! Takk for at du lytter til Impressions Podcast! Har du forslag til gjester vi kan invitere? Send oss en melding på sosiale medier:Instagram: instagram.com/impressionspodTikTok: tiktok.com/@impressionspod Hosted on Acast. See acast.com/privacy for more information.

Gaurav Agarwal, COO of ClickUp, joins Sam Jacobs, AJ Bruno, and Asad Zaman after ClickUp, a company north of $300 million in ARR, parted ways with 22% of its workforce while rolling out pay packages up to $1 million a year for the individual contributors who stay. Gaurav walks through how a central Foundry team builds the tooling while each function's top performers automate their own jobs, why he wants his org to run like a pirate ship before a naval fleet, and how a two-person marketing team now ships 70 to 100 campaigns a week. Topics include which roles get eaten as AI collapses the org chart, why a great seller will never get the AI leverage a great engineer does, the case for working in public so AI has full context, and the mercenary-versus-missionary tension reshaping GTM talent. Plus, a Quiz Pro Quo on the SpaceX IPO and OpenAI's tender offer, and a Bulls and Bears debate on buying applications from foundation model companies versus the pure application layer. Key Takeaways: - Gaurav's mental model moved from treating AI as a sidekick to treating AI as the worker itself. As Gaurav Agarwal, COO of ClickUp, framed it: "AI will do the job, you like it or not... Humans will build AI to do the job and AI will do the job better than an 80th percentile human. And then our jobs become managers and trainers of AI." - ClickUp is rebuilding its compensation bands around the people who create the most leverage with AI. As Gaurav Agarwal put it: "we want our top employees who are using AI to build digital workers... They should be paid higher," and he is blunt that the payoff is uneven by function: "I don't think sales gets the same leverage out of AI the way engineering does." - Standing up an AI-native org early means choosing chaos before structure. Six months into ClickUp's push, Gaurav Agarwal described it plainly: "what I need right now is I need entropy... let's go be a little bit like a pirate ship... then we will bring in someone who can structure those pirates as a naval fleet." - As AI collapses engineering, product, and design into overlapping roles, Gaurav Agarwal made the case for the multi-spike specialist over the generalist: "I think it's an E-shaped specialist... specialists who have more than 2 or 3 spikes eat up those spikes." His rule for who wins the consolidation: "the one with the best taste and the drive to work and learn and improve eats up adjacent departments." Connect with the Hosts & Guests: Host: Sam Jacobs, CEO at Pavilion - https://www.linkedin.com/in/samfjacobs/ Host: AJ Bruno, CEO at QuotaPath - https://www.linkedin.com/in/ajbruno3/ Host: Asad Zaman, CEO at Sales Talent Agency - https://www.linkedin.com/in/azaman1/ Guest: Gaurav Agarwal, COO at ClickUp - https://www.linkedin.com/in/gauravragarwal/ Topline is more than a YouTube Channel: Subscribe to Topline Newsletter: https://toplinemedia.substack.com/ Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech: https://www.joinpavilion.com/topline-podcast Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast: https://www.joinpavilion.com/topline-slack Chapters: 00:00 Introducing Gaurav Agarwal 03:55 ClickUp's 22% AI Layoff 05:30 AI Will Do the Job 07:42 Agentic Workflows at ClickUp 10:43 Pirate Ship or Naval Fleet 15:07 AI's Jagged Edges 17:13 Where Do You Start 24:19 AI Amplifies Talent Gaps 25:50 Should You Record Everything 40:28 Quiz Pro Quo 48:56 Paying for AI Leverage 53:27 Mercenary Versus Missionary 1:01:12 Bulls and Bears 1:09:59 Hiring Salesforce GTM Talent 1:12:25 Collapsing Roles and Specialists

EP330: Nate Robertson (Arcus Foundry) on AI Controversy, Tech, & Phoenix Car SceneIn this episode, Jhae welcomes Nate Robertson of Arcus Foundry / Spark Forge to the studio. They dive into AI's role in business and content creation, a local Phoenix car scene controversy involving aggressive AI use by a known creator, Flock cameras privacy debates in Arizona, NSX projects, and more laid-back conversation.Jhae shares Seattle trip stories celebrating friendship across divides. Nate demos tools like Spark Prompt and discusses streamlining business tech. They explore ethics, legality, and real-world AI impacts.Guest: Nate Robertson – naterobertson.com, @TheN8RobertsonKey Timestamps:00:00 Intro & Seattle Trip Reflections01:40 Coming Up: Nate & AI Controversy02:27 Flock Cameras Deep Dive (Phoenix Privacy vs. Safety)08:05 Nate Robertson Joins – Arcus Foundry & Spark Forge09:14 Studio Chat: NSX Projects & Car Life15:14 Arcus Foundry Overview18:28 Spark Prompt Teleprompter Demo32:13 AI Drama in the Phoenix Car Scene40:00+ AI Tools, Resumes, 01:05:00 Non-Alcoholic Drinks & Wrap-UpLeave a comment or review – what's your take on AI in the car scene?ContactEmail: info@hardparking.comWebsite: www.hardparking.comPatreon: patreon.com/hardparkingpodcastInstagram: https://www.instagram.com/hardparkingpod/YouTube: youtube.com/@HardParkingTikTok: https://www.tiktok.com/@hard.parking.jhaeMain Show Sponsors:Right Honda:⁠⁠⁠ ⁠⁠https://righthonda.com/Right Toyota: ⁠⁠⁠⁠⁠https://www.righttoyota.com/⁠⁠⁠⁠⁠Arcus Foundry: ⁠⁠⁠⁠⁠https://arcusfoundry.comAutocannon Official Gear: ⁠⁠⁠⁠⁠https://shop.autocannon.com/

Grant and special guest Connor King recap their weekend trip to Wisconsin where Strength Co. plates are made. They talk about the foundry, supper clubs, and cheese curds, as well as some lifting and sports talk. Podcast Hosts:Grant Broggi: Marine Veteran, Owner of The Strength Co. and Starting Strength Coach.Jeff Buege: Marine Veteran, Outdoorsman, Football Fan and LifterTres Gottlich: Marine Veteran, Texan, Fisherman, Crazy College Football Fan and LifterJoin the Slack and Use code OKAY:⁠https://buy.stripe.com/dR6dT4aDcfuBdyw5ks⁠Check out BW Tax: ⁠https://www.bwtaxllc.com⁠BUY A FOOTBALL HELMET:⁠⁠⁠⁠https://www.thestrength.co/mrhelmet/?utm_source=The+Okay+Podcast&utm_medium=Podcast&utm_campaign=Okay_Pod⁠Timestamps: 00:00 - Intro05:15 - Staff Brief14:31 - Wisconsin Trip36:01 - How Strength Co. Plates Are Made42:52 - Supper Clubs52:55 - The Foundry01:03:07 - Knee Sleeves01:10:50 - Big Week In Sports

After a secret meeting between the Captain and the Corporate Android, the crew makes their way on board the Lady Luck where things are quiet... too quiet.Join us on our Discord: https://discord.gg/tQGJVsrnNpFollow us on Blue Sky and X @BlackLodgeRPG and on Mastadon @ BLTNRecorded on 6/18/26Hostile:https://www.paulelliottbooks.com/"Dances and Dames"Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 4.0 http://creativecommons.org/licenses/by/4.0/In session music provided by Tabletop RPG Music: www.patreon.com/tabletoprpgmusicStatic Sound Effect by necrodigits and available from Pixabay at: https://pixabay.com/sound-effects/film-special-effects-radio-static-1-wav-35283/Flickering Light Sound Effect by Freesound and available at:https://pixabay.com/sound-effects/film-special-effects-flickeringlight-90411/(00:00:00) Intro(00:01:16) A little Foundry v14 chat(00:06:46) Start of session

Last 4 days before regular tickets sell out at AI Engineer World's Fair - this is the single biggest gathering of AI Engineers, Founders, Leaders, and Researchers in the world. Attendees get >$5000 worth of sponsor credits and talk tracks are looking FANTASTIC. Join us!The AI scaling debate always focuses on the question of “how do we get more GPUs?” but the better question may be: how do we make the most of ones we already have.The fact that a frontier lab like xAI could be running at sub-10% MFU (Model FLOPs Utilization) is just a hint at what the real problem may be.For context, older frontier-scale training runs were already much higher than 10%. GPT-3 was around 21% MFU. Gopher was around 32%. Megatron-Turing NLG was around 30%. PaLM reached around 46%. And our guest Anjney says best-in-class MFU today is closer to 60–70%.It's not necessarily that xAI is uniquely incompetent (it's clear they have talented folks) but rather the priorities may be flipped in the GPU arms race.While GPU access is a bottleneck, simply increasing CapEx won't automatically translate to better models as frontier AI is increasingly a systems problem: scheduling, utilization, networking, kernels, frameworks, data pipelines, parallelism, cluster reliability, and the thousand small decisions that determine whether your theoretical FLOPs become real training progress.From building Discord's developer platform and backing frontier AI companies like Anthropic, Mistral, Black Forest Labs, and Periodic Labs to now building AMP's independent compute grid, Anjney Midha has spent years close to the real bottlenecks of AI scaling. In this episode, Anjney joins swyx at Periodic Labs to unpack why the AI race is not just about buying more GPUs, why 95% utilization would have been considered an outage at Google, and why the next era of AI infrastructure has to be more aligned, more efficient, and more responsible.We go deep on AMP's vision for a compute grid that makes FLOPs flow like megawatts, the difference between full-stack AI labs and horizontal pooling, why AI data centers need community buy-in, and how compute markets could evolve into something closer to an independent system operator. Anjney also explains why DeepMind's unpublished research points to a market failure, why end-of-life prediction remains one of the most important AI applications he has thought about for fourteen years, and why “output maxing” may become a new discipline for frontier systems.We also discuss Anthropic's culture, why “luck favors the prepared mind” in coding models, how Claude cracked coding, why too much capital too early can make AI labs fragile, what Periodic Labs is trying to do with science and superconductors, why great researchers can become great CEOs, and why Silicon Valley is both deeply missionary and deeply mercenary.We discuss:* Why 95% utilization was considered an outage at Google* Why AI infrastructure waste compounds at frontier-lab scale* Why “move fast and break things” does not work for AI data centers* How data center backlash, power grids, and community incentives shape AI scaling* AMP's vision for making FLOPs flow like megawatts* Why compute needs an independent system operator* How interruptible demand and dynamic prioritization worked inside Google* Why DeepMind research hoarding creates negative externalities* AMP's 1.2GW base-load ambition and the need for 6GW of spike capacity* Why end-of-life prediction could become one of AI's most important healthcare applications* Frontier Systems, output maxing, and full-stack alignment* Why APIs and abstraction layers become lossy as organizations scale* Superconductors, standards, and the dream of lossless systems* SF Compute, open protocols, and the future of compute marketplaces* Why non-NVIDIA chips can still benefit from NVIDIA's reference architecture* Trust boundaries and why chip startups need visibility into future model architectures* Why VCs often underestimate researchers as CEOs* Scientists as star athletes of the mind* Why great CEOs need to be confrontational up and down the stack* Why leading the frontier matters more than “winning”* How Anthropic cracked coding* Why culture is fragile, not a permanent moat* Why hardship was a feature, not a bug, for Anthropic* Why Anthropic's P0 was coding from day one* Periodic Labs, physics as the constraint, and technical reality* Silicon Valley mercenaries, missionary teams, and what happens after a breakthroughAnjney Midha* LinkedIn: https://www.linkedin.com/in/anjney* X: https://x.com/AnjneyMidhaAMP PBC* Website: https://amppublic.com/* X: https://x.com/amppublicTimestamps00:00:00 Introduction00:00:09 Why AI Compute Is Being Wasted00:03:17 Responsible Infrastructure and Data Center Backlash00:06:07 AMP Grid: Making FLOPs Flow Like Megawatts00:12:41 Foundry, Frontier Labs, and Research Hoarding00:14:42 Gigawatt-Scale Compute and End-of-Life Prediction00:24:08 Frontier Systems, Output Maxing, and Alignment00:27:38 Compute Markets, SF Compute, and Non-NVIDIA Chips00:32:57 Trust Boundaries, Co-Design, and Researcher CEOs00:38:17 AI Coachella and First-Principles Thinking00:42:43 Leading vs Winning in Frontier AI00:45:54 How Anthropic Cracked Coding00:48:25 Culture, Hardship, and Anthropic's P000:54:03 Periodic Labs, Physics, and Silicon Valley Mercenaries00:56:26 Rishi Valley, Singapore, and Money as a Measure00:58:47 Closing ThoughtsTranscriptIntroduction: Anjney Midha, AMP, and Compute WasteSwyx [00:00:00]: We're in Periodic Labs with Anjney Midha, CEO, founder of AMP. Welcome.Compute Utilization: Node Allocation, MFU, and AlignmentAnjney [00:00:09]: Thanks for having me. At Google, there are two types of utilization usually, right? That you're measuring in these clusters. One is node allocation, and then the other's MFU. Node utilization is usually like what percentage of cards in the data center are just, used, and that, if it's not at, 95%-Swyx [00:00:29]: There is no excuseAnjney [00:00:29]: There's no excuse, right? I think 95% at Google, which is where my co-founder, Seb, came from, he built the Borg, PBorg/GQM scheduler at Google, and there I think 95% was considered an outage, so 96% node utilization is, should be standard. And most single-tenant clusters are not running at that. So that's one. And then MFU should be, I would say the best in class today is somewhere between 60 and 70%. I think this is a leadership question, right? Fundamentally it's an alignment question, which is are the people who are funding the cluster and then deploying the cluster actually aligned? And sometimes theoretically they are, but in practice the number of people in the chain, the supply chain between, the capital and all the way to whoever's managing the cluster and then whoever's measuring what the output is, are just so many, degrees of separation away that, the, The Have you ever heard the radian metaphor, which is at the beginning of an arc, if you have two arcs that are two lines that are just off by a few degrees, that-Swyx [00:01:33]: It spreads outAnjney [00:01:34]: It spreads out, right? Or at scale. And I think what's happening is a lot of cluster implementations and infrastructure, a lot of frontier labs and other teams, that's what's happening, is they're, they initialize the plan, which is kind of like North Star with a team that wants to do good, but then they're, required to scale so fast instead of iteratively that the wastage just compounds really fast at scale. And so I think we know the answer, which is just do iterative bring ups. If you spend time with people who've been in the semiconductor industry or the DSN industry for a long time, this is not new, and I don't think AI should be an excuse. Sure. Something What is new? Okay. We have a lot of new capabilities, but that doesn't mean just abandon common sense. Common sense should always be in fashion. ? AI scaling doesn't change the in fact, if anything, AI scaling should be putting a premium on the value of common sense and infrastructure because the margin of error now is so much lower and the costs of wastage are so much higher. And the cost of wastage, by the way, is not just economic. I'm, obviously I'm, I'm an investor, or I'm an investor by background. Over the last few years now we're running an AI infrastructure business called, AMP. And I think that it's okay to say this time is different on the capabilities front. We are genuinely getting capabilities at, of the, of a kind we haven't had before. That doesn't give you an excuse to say this time is different for everything, especially infrastructure. So look, I love the hacker mindset and the hustler mindset. Now, that's great for the startup mindset, but you remember this moment where Zuck went from saying, “Move fast, break things” to, move-Responsible Infrastructure and Data Center BacklashSwyx [00:03:10]: Fast and stable infrastructureAnjney [00:03:11]: Move fast with stable infrastructure. I think now we need to move fast with, responsible infrastructure. People are going to ask where the impact is. There was a really In our class yesterday, Scott Nolan, who's the founder of General Matter, came by at Stanford to speak about energy bottlenecks. And he had a phenomenal idea. He said, “if you look at the marginal unit economics of compute per hour,” he goes, “let's call it, $4 an hour. If you're having to bring up a new data center in a new community, why not just say we're going to charge 4.50 an hour, and that marginal impact or that marginal increase, we just literally take that and give it to the local community as cash?” I can tell you as a customer of that compute, I would love that. I'd be happy to pay an additional 50 cents per hour at scale.Swyx [00:03:57]: Wow. Yeah.Anjney [00:03:58]: Because if that means the public benefit is so clear to the communities that the data centers are coming up in, I'm going to feel like that compute is much more reliable. Up to 20% of all data centers this year in the US, my understanding is are at risk.Swyx [00:04:13]: Of community backlash?Anjney [00:04:14]: Correct. Of not getting the community support they need to get brought up.Swyx [00:04:19]: Wow. That's a huge number.Anjney [00:04:20]: Yeah. Now, we, I think we should dig into what that number is. I think it's a little bit of overstated. These things can get over-reported, but it-Swyx [00:04:27]: They don't just care about jobs. They care about all the other stuff around it, right? They care about power grid, they care about environments-Anjney [00:04:33]: Power grid, permitting, and so on. And imagine I think if you said there's a new AI deal. If we're bringing up a data center in your community, we're actually going to reduce the cost of your electricity bill. Okay, now we're talking. Right? The community's going, “Okay. Now this is a deal. I feel like a partner in this.” Right now that's not happening. There will be audits, there will be investigations, and when the, when the regulators come, I don't know when it's going to be, the folks who are moving fast and breaking things in the name of AI progress better be prepared. That's certainly not how we're procuring compute. Or we're, we're trying as much as we can to work with partners who have long-term track records. Many of whom, by the way, are not, AI providers. I think this whole idea of neoclouds being somehow this new category is a lot of marketing speak. There are really good, reliable, trusted data center providers in America who've been around 20 plus years. I love those folks. They know how to Sure. Are they sponsoring happy hours at NeurIPS? No. Are they legibly listed in Build? No. Are they hanging out in my, in, situational awareness parties? No. But they're adults. I trust them.Swyx [00:05:44]: They can run LAN. They can run power.Anjney [00:05:45]: They can run LAN, power, and shell. They have credit histories. We sit down, we have a conversations. Many of them live in Silicon Valley. They've, they've had to deal with the boom and bust cycles of the internet, and I love those folks. They are stable infrastructure partners and thinkers. And I think there's a lot of short-term thinking going on in the compute layer, and it's going to catch up to us. It's not going to be good.AMP Grid: Making FLOPs Flow Like MegawattsSwyx [00:06:07]: You talk about aligning incentives, and, I would think that aligning incentives means you have the full stack in one company, which is xAI and OpenAI, right? So you as a standalone infrastructure layer, why are you somehow more aligned to your portfolio companies than people who just own the whole thing?Anjney [00:06:28]: In systems design, right, there's, there's two regimes of, architecture, right? You have integration, and then you have pooling and utilization, right? So the Or rather, the way to increase utilization often is you can do systems integration where you collapse a lot of process into one node, or you can pull out a process from a node and share that amongst various That resource amongst several different nodes. And so we see the AMP grid, which is, the, what, the system we're building here, which is basically a compute grid. We're trying to do for compute what the electric grid-Swyx [00:07:02]: PowerAnjney [00:07:02]: Yeah, what the power grid did for electricity. It-- this is a pooling and utilization layer across clouds, And so we're actually the opposite of a full stack integration like approach.Swyx [00:07:12]: Super horizontal.Anjney [00:07:13]: Where it's much more horizontal and it's, it's multi-cloud, it's multi-silicon. The goal is to try to make FLOPs flow like megawatts, and that is very hard to do today for many reasons. There's stranded pools of compute all over the place and there's no fungibility. And so right now we do it at the level of scheduling, and we often do it at the economic layer. But as we start to announce what we're working on, it's extraordinary like how many folks are coming out of the woodworks and saying, “Hey, I'm actually working on a way to make compute fungible at this part of the stack and that part of the stack.” And as a grid, we'd like all of these folks to participate on the grid. There's, people often ask me, “Andra, are you a new cloud?” And I go, “No, actually neoclouds are suppliers.” sometimes they'll ask, “Are you a venture capital firm?” I go, “No, actually they are, they are demand like sort of off-takers of the grid.” We see ourselves as what's called an independent system operator. So if you study the history of the electric grid, once it became legible to a lot of factories and industrial sort of participants that, hey, actually it turns out pooling is a good idea. We should pool our generators instead of all having a generator running at half capacity in our backyard. There was a need for an independent entity who could coordinate all these parties. Transmission line, power generation, facilities, transmission lines, factories, and that neutral coordination mechanism is very critical. In order-- If you study like the history of grids, the most enduring ones were those that never owned their own assets. They were ones that had, or often started with long-term anchors who are uncorrelated sources of demand, a steel factory, a shoe mill or whatever in a particular town who weren't competitive, where the steel factory want to spike up at night, the shoe mill wanted to spike up during the day. So then you pool and you share, right? So each of you is guaranteed some base load, but then you kind of schedule your spikes to drive a peak utilization across the town. The gold standard, so to speak, historically, has been these utility companies like PJM Interconnect in the northeast of America, where they, over many years became this what's called an ISO, an independent system operator of the grid. So that's how we see ourselves. Economically, that's what we are. From a technical perspective, we started at the scheduling layer because Seb and Mihai, who, run engineering here, built that at-Swyx [00:09:28]: Did your schedulingAnjney [00:09:28]: They did that at Google. And, -Swyx [00:09:32]: And you have infra shops from Discord as well.Anjney [00:09:35]: I have some.Swyx [00:09:35]: I don't know, I don't know if Discord is like the primary identity, but what-whatever, I'm just kind of-Anjney [00:09:39]: No, D-Discord was-Swyx [00:09:40]: Choosing a well-known name.Anjney [00:09:42]: Well, I So I was running the developer platform there. The internal infrastructure I was not responsible for. That was actually a guy by the name of Mark Smith, who was extraordinary. And yes, Discord did pool So Discord is actually a counter example. I had the chance to learn a lot about fully, full stack infra there because-Swyx [00:09:56]: It's the same thing, yeahAnjney [00:09:57]: It's the, it's the other architecture which is, Discord built its own WebRTC vo-voice and video infra. So like Discord did not use-Swyx [00:10:08]: For the calls, yeah.Anjney [00:10:09]: Yeah, did not For communication, Discord did not use third party infra. It was all built in-house. And then the way you maximize utilization was you pool demand from the world's 200 million plus monthly active gamers, right? And so that's, that's how those stacks were constructed. Again, in systems design, the two concepts that keep coming up over and over again are abstraction and composition, right? And-Swyx [00:10:31]: Bundling and unbundlingAnjney [00:10:33]: Bundling and unbundling, abstraction, composition, like verticalization and-Swyx [00:10:36]: HorizontalAnjney [00:10:36]: Horizontalization. So in that sense, AMP is an independent system operator of the grid. We pool demand, we pool supply from a number of partners we trust At about 1.3 gigawatt scale over four years. And then we pool demand from some of the world's best, research labs and so on. We're sitting at one, periodic labs who need extraordinary long-term demand. And the idea is that, each of them is guaranteed base load on the grid, but they can spike up and down flexibly on, for compute, with much shorter timelines as needed. That was roughly the design of the program I came up with at a16z called Oxygen. The same-- That was the same design of the GQM, BorgX, Borg GQM implementation at Google that Mihai and Seb had built. Which was that how do you allow, teams inside of Google, on the internal infrastructure to be guaranteed capacity, for their base workloads? But when they need to spike up on research, how could they ensure that was sufficiently there? And of course, the big innovation that was not discovered, but kind of implemented in the space, this infra space maybe three, four years ago at Google was the idea of interruptible demand, right? Where you just queue up a bunch of jobs and through this like sort of credit system, there can be a bidding mechanism.Swyx [00:11:53]: Like priorities.Anjney [00:11:54]: It's a dynamic prioritization Basically. And jobs can get interrupted based on somebody else who's saying, “what? I have 10 tokens, 10 credits I want to spend on this job.” Another like team lead, research lead is “Genie 3 or whatever is only worth five, credits, and NanoBanana2 is worth 10 credits,” and so the NanoBanana job gets priority. That's a, that's a made up example.Swyx [00:12:15]: It's very real. Brain Marketplace was real. And, we've, we've covered this on the pod with David Luan, who was-Anjney [00:12:20]: Oh, great. OkaySwyx [00:12:20]: Was there. And the criticism is that, well, actually sometimes you need central command to go all in on a thing. And actually sometimes capitalism via credits doesn't work. Not, this is not a criticism of AMP. I'm just saying, this is a thing that has been tried, internally within Google, and it led to Google missing GPT.Foundry, Frontier Labs, and Research HoardingAnjney [00:12:41]: Like, we structured ourself essentially very similarly to Google. We are structured as a holdings company. So, Alphabet holdings is Alphabet holdings, and then they've got these subsidiaries called Google and-Swyx [00:12:51]: Other betsAnjney [00:12:52]: Other bets and so on. We've got, AMP holdings, and we've got our infrastructure business, and then we've got a capital business called Foundry that incubates new frontier AI labs or invests in them as venture capital, like Periodic. We put a few hundred million dollars into Anthropic from our fund earlier this year. So wherever we feel like teams are making progress, especially researchers and so on who've pushed the frontier inside of existing labs like DeepMind, I find, there comes a point where they feel misaligned with the dictatorship of Alphabet holdings. And at that point, sometimes the dictatorship doesn't want them anymore. And they're “Thank you. You've done your job here. You've kind of helped us through the zero to one phase, and for whatever reason, we're going to deprioritize your amazing, omni model or whatever it is, and instead we're going to prioritize coding.” And, I think that's a tragedy, but I get it. They're Sergey and team are running their own business there. But that doesn't mean we the rest of us should sit around waiting for that progress to get unlocked for the rest of the world and humanity. If you think about how much extraordinary research has happened inside of DeepMind over the last 10 years, I, Demis and Sergey and those guys did such a great job. But at the end of the day, so much of that has never seen the light of day?Swyx [00:14:00]: Or they're like papers only, but they never actually shipped it to production or-Anjney [00:14:03]: What's worse is the paper is actually not even being published anymore ‘cause there's a six-month embargo inside of DeepMind, right? We've heard about this where a paper comes out, and then I think there's a six-month embargo window where if anybody on the business team says, “This could be interesting” It's embargoed for life.Swyx [00:14:18]: Exactly. So the stuff that gets published is the stuff that's not good enough.Anjney [00:14:21]: There's an adverse selection problem, basically. Yeah. At this point-Swyx [00:14:25]: It's, it's a common complaint at NeurIPS, by the way, that's “Well, why would I look at the papers that are the trash of GDM?”Anjney [00:14:31]: Again, I think it's a tragedy. I get it. They're running their business, but the rest of the I think there's negative externalities of research being hoarded, and so that'there's a market failure. And somebody needs to unlock that research, and we can't do it on our own. We only have 1.2 gigawatts of compute. That's nothing. That's about $40 billion of cloud spend. We're going to need a lot-Gigawatt-Scale Compute and End-of-Life PredictionSwyx [00:14:51]: By the way, is that's a new number. I haven't, haven't come across that gigawatt number. That's huge.Anjney [00:14:56]: Yeah. And to be clear, we haven't secured all of it. That's how much demand we have started to secure. I think publicly we haven't actually confirmed how much we have for this year. In order-Swyx [00:15:04]: Where do you want to get to?Anjney [00:15:06]: I think the steady state would be that we have a base load pool Of 1.2 gigawatts at all times Of base load capacity. For spike capacity, right now my estimate is we need roughly six gigawatts over the next four years for all our teams to feel like they were able to keep moving the frontier, whatever they're working on, whether it's, like superconductor discovery over here. There's a new investment we're working on right now, which is in the end of life prediction space in healthcare. It's extraordinary how much you can, you can give this was actually my graduate school work. I went to grad school for bioinformatics at Stanford Med. And I know we-Swyx [00:15:40]: Econ, MCS, bio.Anjney [00:15:41]: So my-- I was this really weird cat where, I was never satisfied with my major options. So at one point I was an econ major, then I was a CS major, then I was a MCS major called mathematical computational science, and they decided they were going to end that major. So I took all that coursework, and I applied it to grad school, my graduate degree in bioinformatics, which was the master's program, and then I thought I was going to do a PhD. I never ended up doing it. I dropped out and went to work at Kleiner. But I was lucky enough to apprentice with this professor at, Stanford Med. His name is Nigam Shah, and he was working on end of life prediction. Stanford is one of the only research facilities in America that has a longitudinal patient data set that's larger at scale. I think it's at least 12 million patient lives. The only larger data set is at the VA, the Veterans Affairs, of America. And to do research, like do any deep learning and so on that data set, it was called the STRIDE data set at that time, you had to be a Stanford Med School affiliate, which is why I went and enrolled in the bioinformatics department. End of deep learning was early. Nigam Shah had the visibility-- the vision to see that, you could do end of life prediction to help palliative care. In America, the, over 30% of all Medicare, Medicaid spend, at least at that time, was spent on end of life care. And what's we grew up in Asia, so we all-- Yeah, at least I won't speak for you, but I have A very different relationship with death than I find folks who grew up in America do. In America, spiritually and culturally, especially in Western societies where Christianity, the Christian tradition sort of frames death as this terminal point, there's often a judgment day and so on. The way we view death is with a finality. In Indian culture, in Hindu culture, death is one-Swyx [00:17:35]: Also, he's Buddhist as well.Anjney [00:17:36]: You're Buddhist, yeah. So it's one, it's one step in a journey of many lives, right? And so, I grew up in this city called Chennai in the south of India, and when people die, you dance on the street. There's like a procession where your body is carried to be cremated and your family, like celebrates and there's drums and so on. It's this huge thing. And, It's because the idea is that you're going to be reincarnated. You've been liberated from the responsibilities of this life, and now you're onto your next. It's a new It's like going off to a new college or whatever, right? And so it was so alien to me when I got here as an undergrad- That the medical system works backwards from that assumption that we have to view death as this terminal thing and delay it, postpone it's a bad thing. And so at the time, clinical decision support in the United States was this very primitive field. Even to this day, physicians in the United States often will tell you when you have a terminal disease, this is your, we've diagnosed you, which is great. Our ability to diagnose you is extraordinary. You have somewhere between six months to six years to live. What do you do with that information? The error bars are so high that then you In times of uncertainty, we default to culture, and when the culture is let's-- this is a bad thing, I've got to prolong my life, then you start doing things like And just to, just sort of from a systems perspective, what's going on there is Physicians often feel like they need to provide such high error bars because there's always some uncertainty in end of life diagnosis, and if you provide the wrong Diagnosis or recommendation to your patient, you can be sued for medical malpractice. And then your license can be taken away. It can be catastrophic for your career. In contrast, if in countries where that's not the case, what you often observe is that patients, physicians are quite prescriptive with their recommendation. They say, “Hey, this is your condition. The literature says that you probably have this much time on Earth left. My expert opinion is that you are an outlier or whatever.” And they try to be more prescriptive, and that empowers a patient, right? ‘Cause then a patient can say, “I trust my doctor. They said on average, I have six months to live, but if I do these things, I may have a shot because of my particular predispositions or my genetic history or whatever.” And that empowers you to go about your life in a actually more scientific way than leaning on religion, culture, spirituality, and so on. In contrast, here, because of that medical malpractice sort of thing looming over your head, a physician never gives you a clear recommendation. So instead you say, “Okay, Doc, well, let's try it all.” And then you start a whole regime of drugs and therapies, and then you often spend weeks and weeks in the hospital, and that deteriorates your quality of life. And when that deteriorates your quality of life, you instead of spending your last few days doing the things you love with your family, you're spending it on a hospital bed. And that ends up being thirty percent of Medicare and Medicaid. So it's worse for the patients. The doctors feel terrible. The American taxpayer is paying a huge amount of money. And so this is why Nigam Shah, who was this professor at Stanford, said, “Anjney, if there's “ I kind of sat down with him. I was this young, I'd, I was twenty-one, and I was “I want to work on a big problem.” He's “The big problem is end of life care.” And so we tried to do deep learning to say, to-- So we started trying to run deep learning on these tried patient data sets to say, “Could you have an AI system make a recommendation that is orders of magnitude more precise about how much time you have left once you've been diagnosed with a terminal condition than a human?” And then if we can get that precision to be high enough, then you can empower the patient. And it turns out the tech works. Like it's-- Once you get the data set, like RL works. Honestly, even regression models work. You don't need to get that fancy. At the time, we were just trying, doing like very simple neural nets.Swyx [00:21:54]: Simple solutions, yeah.Anjney [00:21:54]: Today, what we can do with RL is extraordinary. The problem remains then and now is regulatory, because you actually can't shift the burden of the wrong clinical diagnoses from the physician to the AI system. And so at that time, I got quite disillusioned ten years ago for, twelve years ago where, ‘cause I felt I just didn't have the resources to influence regulation. Today, I'm very lucky. I'm in a different place. I've, I'm a lot older, and so I've been spending a lot of time on my next incubation, which is how can we unlock the, patient empowerment by training AI models to do end of life prediction much, with much more precision and ac-Swyx [00:22:37]: Oh, wow. You're still focused on this the whole time.Anjney [00:22:40]: The-- I haven't been able to get, this out of my mind a single day for the last fourteen years. This is the hill I want, I would like to die on. There's two, I would say. What? I actually, I'd prefer not to die.Swyx [00:22:51]: Yeah, exactly.Anjney [00:22:52]: But I think two bipartisan issues, I think two issues that should be bipartisan in America are how do we empower patients to make the right clinical decisions at the end of their life, such that we're reducing the taxpayer burden with science? It's just good old science, and AI can help here. And the second is, net positive data centers, ‘cause I think that's the biggest critical bottleneck on training and good enough AI models to help people at the end of their life. So there's sort of two sides of the, of the same scaling bottleneck curve, but those two, we formed AMP as a public benefit corporation. My wife and I, who you've met, you've met Viv. Her passion is education. Her family is a long line of educators and so on, and, of physicists. And so this class is my attempt to stop being the black sheep of the family and be a, an educator. But if I'm not educating, the thing I would be doing is working, on these two problems, whether on the political spectrum or as a researcher back at, in some lab. And my hope is if anyone's listening to this podcast, if they're passionate about either of those two topics, I'd love to hear from them. We'll, we'll we can share the contact in the show notes, but, we're looking for people to join both of those missions on the, on the political side as well as on the medical side, on the research side.Frontier Systems, Output Maxing, and AlignmentSwyx [00:24:08]: You said, this is a discipline that you want to form. You call it's called variously called Frontier System. It's variously called One Person Frontier Lab. What is the ideal name or shape of this? Like the, what is the mission?Anjney [00:24:24]: Of the class?Swyx [00:24:26]: Of the discipline that you're, exploring, right? I The class is called Frontier Systems. But like for me, maybe one phrase is you're, you're just anti-waste, right? Which is wasting GPUs, wasting in human and Medicare. But is there, is there a broader theme that I'm, that maybe you can encapsulate more succinctly?Anjney [00:24:45]: Yeah. The, from an engineering perspective, it's very simple. It's output maxing. It's the, it's the department of output maxing.Swyx [00:24:51]: Making the most of what we have.Anjney [00:24:52]: Exactly. I'm a huge believer in optimal outcomes. I think both in America and other countries, we are losing our appreciation for nuance, and this is the thing of And AI is the same case, right? Oh, the bitter lesson holds. Okay, fine. But that doesn't mean you just like throw 500 GB300, 500,000 GB300s at your suboptimal model scaling and you waste a bunch of compute. It also doesn't mean that, the most optimal is to have like 50 different architectures where there isn't enough standardization. One of the reasons Anthropic has had extraordinary sort of velocity is ‘cause they picked the transform architecture and said, “This is simple. Let's double down on it,” right? And now luckily there's enough investment going to the space that we can afford other architectures, but at the time, investment was just too fragmented into other architectures, so that arguably unlocked scaling. So I think there's a philosophy. I think we all owe it to ourselves to do output maxing with a new capability called AI on a global level. I think if I was starting a new department at Stanford, depending on how fuzzy or technical I wanted to be, I'd probably call it the Department of Alignment. Like-Swyx [00:25:59]: It's an overloaded termAnjney [00:26:01]: But it is, But alignment really Is a hard problem. And I think when you unlock it, full stack alignment is super hard in any organization and in any system. Like in a, in a venture capital firm, if you can have full stack alignment between your limited partners and your, the founders who are creating the value and ultimately the public that owns the IPO stock, that is a gift that keeps giving. And when you study the history of these systems, when they start off, they usually start out small scale where the feedback loop is actually so tight that there's alignment. And then the more you try to scale, the more division of labor happens, the more specialization happens, and at each step you add abstractions. And wherever there's an API interface, there's like loss. There's communication loss. And so I think a really cool thing would be for us to figure out is there a way for us to have our cake and eat it too as an engineering discipline? Is there a way to actually scale up and scale out Without losing any alignment, without lossy transmission?Swyx [00:27:01]: You mean standards?Anjney [00:27:02]: So standards is one way. The other way is you just have net new capabilities. So like what we're trying to do here is discover new superconductors. A room temperature superconductor would be a lossless transmission mechanism for energy. We would have flying cars. We are right within a few years of having a new room temperature superconductor. So I think those are the two. You either have to standardize On protocols or API specs that allow lossless communication, or you can come up with a whole new capability that unlocks so much abundance, the standardization doesn't matter ‘cause you just unlock net new capacity. This, the, so this is what I spend my days thinking about these days.Compute Markets, SF Compute, and Non-NVIDIA ChipsSwyx [00:27:38]: No, I think every infra person at, who wants scale and wants to output max does eventually end up thinking about this. We don't have time to go into it, but we have done an episode with SF Compute-Anjney [00:27:50]: Oh, coolSwyx [00:27:50]: That is trying to standardize The futures contract for compute. I don't, I don't know how that's going by the way, but like at some point this will be public.Anjney [00:27:57]: Oh, I think Evan is awesome and SF Compute is the kind of effort that I hope we can accelerate because what often happens is these exchanges are very hard to get, they, it's hard to bootstrap them, right? Because they often require-- There's many inefficiencies between parties. There's trust boundary inefficiencies in infrastructure because you don't trust, one part of the stack doesn't trust another part of the stack to give them visibility. There's capital markets inefficiencies, there's operational efficiencies. So if you can inject like a single shock to the system of a ton of compute demand or supply, then you can accelerate, these new flywheels. And so my hope is one day, or soon, if SF Compute needs extra like has excess capacity, they just hook it up to the grid and they get flooded with demand from us. And on the other side, if they have a ton of demand but they don't have supply, they just again hook up to the grid and it's a two-way protocol where they can just hook up to our capacity. And I don't think we're too far from that. Today our working implementation of it is mostly through a group of labs, universities, and a few sort of trusted parties who are, who all feel like they're in alignment to borrow an over sort of used word. But our hope is to just have it be an open protocol that anyone can hook up to on-Swyx [00:29:20]: Hook up for demand or hook up for supply? In primarily demand, it sounds like. Like you-Anjney [00:29:25]: No, bothSwyx [00:29:26]: You would want to offer demand.Anjney [00:29:27]: Both. Yeah. Unfortunately, what's happened in the last six weeks is, we thought we'd have a bunch of excess capacity by the end of this year. It's all gone.Swyx [00:29:37]: It's exploding.Anjney [00:29:38]: It, yeah. It's all gone. And so I have, my text messages are full of friends, we know many of these people, these are founders who've raised billions of dollars in San Francisco going, “Oh, any chance you have like 50 nodes in the next few weeks?”Swyx [00:29:51]: What is the scope for, non-Nvidia, right? You have Lisa Su coming and, Rainer Pope as well. And so There is a lot of demand for, more performance Alternative architectures and all that. At the same time, this hurts your standardization.Anjney [00:30:11]: I don't think so. So actually Rainer's a great example, right? Rainer is a CEO and founder of, MatX. I actually had him by for office hours in the class earlier today, and there was an insight he brought up that I hadn't considered before, which is when they decided to pick the standard For their data center, they picked the NVIDIA reference architecture. So the MatX chips Just plug in to any site that has an NVIDIA bring up planned. And, the-Swyx [00:30:42]: It's just software then. It's, it's not the-Anjney [00:30:44]: A-Swyx [00:30:44]: Hardware.Anjney [00:30:46]: Well, from an input and IO perspective It's the same footprint as an NVIDIA rack.Swyx [00:30:52]: That makes sense.Anjney [00:30:53]: Where they have done, innovated a bunch from what I can tell is on systems co-design. Which is where a lot of the gains are to be had. And so he picked He was “Anjney, we, there's just so much work to do when you're building a new chip company.”Swyx [00:31:08]: Can't fight every front.Anjney [00:31:08]: You just can't fight on every front. So my question to him was, “Well, you're working on this new chip. Their tape-out is next year. What, who are you going to partner with to host the chips?” And he said, “Whoever will host them. That's just not, that's not my focus.” And I said, “But how did you “ you decided back to our earlier systems design question, he decided that, he didn't want to be a full, fully integrated chip provider. The bottleneck they're focused on is the logic die, and they, he feels they can crank out a ton of performance gains through co-design there. But then that means you delegate, to our question earlier, it, you he's the data center provider is a different part of the stack, and so then he's dependent on that part of the ecosystem to host his chips to get the performance gains to the customer. So now you have another abstraction, and you might have loss. So I asked him, “How do you prevent loss?” And back to your point, he said, “I just picked the NVIDIA standard ‘cause I didn't want to Like I wanted to piggyback off of an existing protocol.” And that, what's great about NVIDIA is that reference architecture is known.Swyx [00:32:15]: Open.Anjney [00:32:15]: It's open. They've published it. So Jensen's actually enabled someone like Rainer to build a chip company like MatX, and I don't see them as competitive. The compute demand is so high. Like, I don't I think NVIDIA's not able to meet the demands of production, so we just need more chips. And I think it's very smart what MatX has done, which is say, “We're just going to we're not going to innovate on the data center design ‘cause actually, thank you, Jensen, you've done all the hard work. Where we can innovate is somewhere else.” And I think that's, that's very healthy. I think that's how we unblock new bottlenecks. And my view is these, the, chip teams like MatX, who have arrived at the insight that co-design is the way, The primary bottleneck for them is trust boundary. To do co-design well, you need visibility into the next model generation as soon as possible ‘cause it takes two years to tape out. So if by the time I bring my chip to market, your model architecture's changed, I'm host. Now, when he was inside Google, he was sitting next to the Gemini team. He was on Palm or whatever.Trust Boundaries, Co-Design, and Researcher CEOsSwyx [00:33:19]: His co-founder was the, was one, was one of the Palm guys, I think.Anjney [00:33:23]: Yes. Yes, exactly. So when you're inside the trust boundary of Google, then your systems co-design loop is super tight. When you leave as a founder, one of the biggest risks you take is now you're outside the trust boundary. And so what I love doing is helping chip teams who can help us unlock more capacity for the independent ecosystem access to trust. Because when I If I've been, involved with a lab from day one, and I was lucky enough to work with Anthropic, and then I'm on the board of Mistral and helped Black Forest Labs get started. I think at this point I'm on six or seven different teams.Swyx [00:33:57]: Only six? I feel like my mental number was going to be 13, but yeah, it's-Anjney [00:34:02]: No, I go deep with one at a time.Swyx [00:34:04]: You're founding CEO of Arena.Anjney [00:34:07]: Nah, that was an, that was an-Swyx [00:34:08]: Administrative CEOAnjney [00:34:09]: It was an administrative five-month gig where Whalen and Anastasios were graduating from their PhDs, and they didn't need a product team. So I helped recruit the head of engineering product and design. But Anastasios has always been the CEO of that company. I played a pinch-hitting I'm an intern. I was CEO intern For five months. -Swyx [00:34:33]: I interviewed him, and he's he's very well-spoken. I think he's a debate, former debate, champion. But also very quantitative and mathematical, which is-Anjney [00:34:41]: He-Swyx [00:34:41]: Such a unicorn.Anjney [00:34:43]: See, what's amazing about him? If you look at his output, he's an output maxer. By the time he was graduating from his PhD, which he only graduated last year, he had published more work with a citation count than, people twice his age. But at the same time, he'd already started a project called LLM Arena that was being used by millions of people As a side project. And time and time again, what I've realized is venture capitalists suck at seeing human beings as, dynamic agents where-Swyx [00:35:14]: They want to put you in a boxAnjney [00:35:15]: They want to put you in a box.Swyx [00:35:15]: This is your thing.Anjney [00:35:16]: So the first time I got introduced to Anastasios, somebody had told me “Oh, he's amazing, but he's a researcher.” I was “what? What do you mean he's a researcher?” That's what-Swyx [00:35:28]: Like he's not a CEO, not a founder.Anjney [00:35:29]: Not a CEO, exactly. I was “Are you crazy? Do you Have you met Dario?” Dario's a scientist. He's gone from zero to, what will soon be a trillion-dollar company in four years. Being a CEO, nominally speaking, is not that hard. Being a good CEO is hard. Being a great CEO actually requires a level of performance that scientists who have already published at the top of their field have accomplished. It is super hard to be a competitive scientist. To publish in academia over the last 20, 30 years, to make it to the top of your discipline at a place like Berkeley, you are a star athlete. Like, you are an athlete of the mind, and you perform at the highest levels. And to get there, whether you're, Anastasios or Whalen at Berkeley, or you are Robin, who-Swyx [00:36:23]: BFL, yeahAnjney [00:36:24]: With Black Forest, who created Stable Diffusion, or if you're, like Guillaume at Meta, who created Llama before he started Mistral. The amount of human leadership you have to demonstrate to get the resources, like get the trust of the organization, publish it, put it up. I would just fund researchers all day Right? If who have contributed already to the field. If they've, if they've put SOTA out there, they're, they're star athletes already. If they haven't done SOTA Look, they can still be good CEOs, but then I find the failure mode is that they just don't want to be CEOs, they primarily want to publish, and that's okay, too. One of the things we do with the AMP Grid is we donate excess compute. We have two nonprofits, like university labs. We carved out like a couple thousand H100s. But I do think there's extraordinary research being done on university campuses. My father-in-law's a physicist. He's a professor. Extraordinary work in physics, and we need that. But if you want to be a CEO, what you need to be willing To do is be super confrontational, outside of science. Like within the scientific community, some of the best researchers are very confrontational about their convictions, right? This architecture is right. To be a great CEO, you basically have to be willing to be confrontational up and down the stack.Swyx [00:37:41]: To your own team.Anjney [00:37:42]: To your own team-Swyx [00:37:43]: To customersAnjney [00:37:43]: Hiring, recruiting customers. Well, I would say, Yeah, pretty much to everyone Everybody. Of course-Swyx [00:37:50]: I see, I feel a little bit of that in my own work, but yeah, I can't imagine the stakes that Dario has had to go through. It's, it's pretty insane.Anjney [00:37:56]: No, I don't think the stakes are that different From how you're feeling it, right? Stakes are personal scaling vectors, right? The stakes that seem so low to you, like having this podcast where you can talk to somebody and just have a you're an extraordinary communicator, right? Like already in this conversation, you've pulled more out of me than most people, and I've been on 12 podcasts in the last two weeks.AI Coachella and First-Principles ThinkingSwyx [00:38:17]: I think I, we've just seen each other enough that there's some base trust.Anjney [00:38:20]: There's base trust.Swyx [00:38:20]: And I think, and I know that you, that I've done my homework and like I know that trust is a big deal for you, so.Anjney [00:38:27]: I think trust is about consistency, and you and I have seen each other In the community for years, right? Like, I remember the first time we met was at NeurIPS in New Orleans. I don't know if you remember that, luncheon.Swyx [00:38:38]: Oh my God.Anjney [00:38:39]: Reiko had set up this Reiko's amazing, and he set up this luncheon and-Swyx [00:38:43]: Yeah, I was “Who's this Discord guy?” I'm “Okay.” But-Anjney [00:38:45]: No, you weren't-Swyx [00:38:46]: You were just “You made some investments.”Anjney [00:38:47]: You were much less polite. You were “Who's this VC?” You're like-Swyx [00:38:51]: No, I Was I? Oh my God.Anjney [00:38:53]: It was-Swyx [00:38:53]: I'm so sorryAnjney [00:38:53]: It was visible on your face.Swyx [00:38:54]: I'm so sorry. But you weren't, you weren't The introduction was bad. I was I didn't know who you were.Anjney [00:39:00]: The, see, this is the thing about context, right? Like, but then I think I heard your accent. And I was “Are you-”Swyx [00:39:06]: Singapore, yeahAnjney [00:39:06]: “Are you Singaporean?” And you're “Yeah.” And I said, “I went to high school, JC, in Singapore.” And then the ice broke. But This is the there are in the scientific community, sometimes the stakes are very high for people who haven't had the emotional, what is called EQ Coaching and mentorship, right? Which is like to have scientific impact, you often need to be a extraordinary emotional, like emotionally in tune person with the folks you're trying to influence. And so what comes so naturally to you is actually a super high stakes thing to other people. And so I wouldn't assume that Dario's more stressed out than you. These things are you'd be surprised how similar and small sometimes the problems are to you That some of the world's biggest, leaders are facing. And that's what I've learned from this class. The guest speakers are Sam, Satya, Jensen.Swyx [00:40:01]: AI Coachella.Anjney [00:40:02]: Yeah. It's AI Coachella, right? So we got to get all the headliners, and they're I'm very lucky that some of these people have either mentored me over the years or I've done business with them. And when you, take the performative stuff out and any assumptions you may have about these people that you read in the press or on Twitter, We're all just humans. We're all trying to get along. And what's so special about this moment is AI is forcing, like scaling, the bitter lesson is forcing a lot of people to revise their assumptions for how the world works and go back to first principles or go and educate themselves. So the kind of people I was, I won't name who this person is, but I was at an event last week in Texas and, ran to somebody who said, “Anjney, I came across the class. What do you think about real time action prediction models?” And I was, don't know how happy it made me feel when they asked me that question. I know they've done the work. They've challenged themselves. I'm, they didn't ask me, “What do you think of world models?” They said, “What do you think of n-”Swyx [00:41:04]: Real time action predictionAnjney [00:41:05]: “action, real time action prediction models?” World models, don't get me wrong, are cool and everything, but you and I both know that is a layer of abstraction that is sometimes not usefully precise enough. Right? Ours-Swyx [00:41:16]: There's like four different kinds of world models.Anjney [00:41:17]: Yes, exactly.Swyx [00:41:18]: We've done the part with general intuition, by the way, which is very focused on, -Anjney [00:41:22]: Oh, cool. Yes. I love Pim. Pim is great. And this is what I love about people who've done that level of work. They realize they're not in competition with people who the rest of the world thinks they're in competition with.Swyx [00:41:34]: Because they're not in the category, they're in the specific thing they're trying to do.Anjney [00:41:37]: They're focused on their mission, and they have a systems understanding of the bottleneck they're trying to solve. And when somebody else says, “I'm working on real time, action prediction models too,” Pim goes, “Oh, I love that person. I want, I can learn from them.” But the minute they're “Oh, that person's a world model person,” it's “like which type of world model person?” But mostly they're just trying to figure out if it's a waste of their time, because we don't have enough time. So, Pim, for example, is super, loves this other company I work with we've talked about called Black Forest Labs. And he's mentioned to me multiple times that he's so, He thinks what Flux is doing is really cool. Andy Blattman came by and spoke in the class. And what I find over and over again is for people who do the work, who can be usefully precise enough about like what is actually going on in the world of frontier research, The sense of camaraderie is still well and alive, but it gets lost sometimes when you have to like abstract The technical complexities in, business terms And then the VCs are “How are you different from that world model?” I'm going to say Where do I even start to explain this stuff? And then the misalignment creeps in.Leading vs. Winning in Frontier AISwyx [00:42:43]: This is good. Yeah, I think, people listening get a sense of, what it is like to operate at a real level, like yourself, rather than at, the journalist level, where you have to sort of put everyone in, a rough category and create a narrative of competition, and who's winning today, who's behind.Anjney [00:42:58]: It-- this idea of winning is so Weird to me.Swyx [00:43:03]: You do want to win. You want you want competitiveness.Anjney [00:43:06]: No, I think you want to lead.Swyx [00:43:07]: You want SOTA.Anjney [00:43:07]: No, I think you want to lead. Yes, so you want to push the frontier. You want to push the SOTA. You want to do something that hasn't been done before. You want to capture value, but you don't want to capture so much value that, people think you're unaligned with your mission or trying to do what's best for the world. You want to capture enough value that you can keep innovating, right? And I think that people want to lead, they don't really This idea of winning and losing, again, I love Jensen. He's a, he's a leader. The mindset that he talked about on Dwarkesh's podcast, right? He's “I didn't wake up with a loser mindset.” I think that was awesome, right? Because he's, he's an engineer. Dwarkesh has done the work. So there's at least-- even though the, to me, it was very obvious they're talking about the same thing, they just passed each other. They just had to basically, Jensen has this, five-layer cake abstraction of how the industry works. And Dwarkesh had, I think from that podcast, had more of, a pre-training, mid-training, post-training systems loop concept.Swyx [00:44:04]: It's just a factor of who he talks to, right? Again, it's very clear.Anjney [00:44:06]: It's the systems It's the abstraction, the mental models, the It's the whole-- Dude, so much of the problem in the world is reasoning by analogy. And then the assumptions that are held invisibly.Swyx [00:44:19]: Yeah, I've, I've said, this is actually the best time in human history for first principles thinkers. Because everything you think will happen is actually now coming true.Anjney [00:44:28]: Correct. And the venture capital community is, notorious for this, where people look-- In times of uncertainty, they, cling to axioms that ended up being true from the previous era, and they kind of like proclaim them with confidence as if they're truths, but they're not. And it's very important to see the distinction between a heuristic and an axiom. An axiom can be proven-Swyx [00:44:55]: Like from internal consistency point of viewAnjney [00:44:56]: With internal consistency. A heuristic is a way you kind of a shortcut. And my God, the number of people I have had to put up with over the last few years who proclaim-- use heuristics As axioms to judge people, to judge which companies are going to succeed or the number of people who are “Oh, yeah, Anthropic, they're just training models right now,” but this one continue.Swyx [00:45:22]: Because that's a B2B SaaS?Anjney [00:45:23]: Yeah, the, like Which over the fullness of time, if you squint at it, maybe. But the way you arrive there is so important that you can-- you just, you can dismiss people. Here's what happened, right? What happened is Anthropic basically achieved takeoff in October of last year. That training run-Swyx [00:45:41]: Whatever, three seven?Anjney [00:45:42]: I forget the numbers now, but whatever that checkpoint was-Swyx [00:45:45]: We saw the cognition.Anjney [00:45:46]: Yeah. Right? You probably-- The, to those of us in the community, especially once post-training was done and it was released in December-Swyx [00:45:52]: Yeah. Can I sneak a sneaky question in there? I don't know if you have a perspective, maybe you don't, I just The number one question is how did Anthropic crack coding, right? Because Claude One, Claude Two, okay, like it was part of it, but it wasn't a big deal. And the leading hypothesis, it's a lucky dice roll that was then compounded, right? Like it was like Mildly better, but then they saw it and they were “Okay, let's really invest.”How Anthropic Cracked CodingAnjney [00:46:17]: I had this very annoying teacher. I went to this boarding school called Rishi Valley in India, which is like this, bird preserve. It's like three hundred and fifty acres of bird preserve in rural India, and there was no technology for seven years. There was this teacher, I won't name them, but they would have this-- I hated it every time he said this to me. He was “Luck fa-favors the prepared mind,” which is like a common saying, but the way he delivered it, always grated me, ‘cause he was always I was always one of those kids who got, a good grade without trying very hard. ‘Cause like high middle school is not that hard if you, if you're generally, paying attention and so on. And there was this one time where I-- But then I would get an eighty percent grade, and he would keep pushing me to say “The reason you didn't get the ninety-five plus percent is because you're not that lucky.” And I would say, “What do you mean?” ‘Cause I would think that I deserved that grade, and I would sometimes argue with him. And he'd say, “You didn't have a prepared mind. If you want to get lucky again “ There was basically one time where I got like ninety-five or ninety-six on this, on this subject, and I, now that I felt entitled. I was “Okay, I'm going to keep doing this,” and I didn't. And then he was “Luck favors a prepared mind. You got lucky last time, but you got to stay prepared.” And I didn't understand what he meant. Now, as I'm older, I'm okay, these adults actually knew a thing or two. Anthropic has been the most prepared company for four years. And so then when the right, context data comes in, the right developers start sending in, the right context diffs, Sure, you could say you got lucky, but if you ask me, they're pr-pretty damn prepared with paranoia for like four years. And you have to remember, it was so hard for them to get going early on that they had to do so much more with so much less that you just have to be prepared to be so efficient.Swyx [00:48:06]: Yes. There's numbers on their burn compared to OpenAI. I've, I've written about it, but they are so much more efficient in their, in their tech stack.Anjney [00:48:14]: It's not even It's not funny.Swyx [00:48:14]: Not even close.Anjney [00:48:15]: Yeah. But it's so clear, right? Like how to output max for the world. They have been prepared, and you could call that luck, but Luck favors the prepared mind.Culture, Hardship, and Anthropic's P0Swyx [00:48:25]: This is one of those things that I was going over some of your old lectures and, you were data, people think it's a moat and actually it's culture and actually it's team Actually. And I, it's-- there's different levels of moats, and this is the ultimate one that determines everything else. Which you can then compoundAnjney [00:48:43]: You're saying culture is the ultimate moat? Yeah. But the thing about culture is it's very fragile. So moats, I don't think they're-- there's very few moats I found that are actually moats. They're-- It's, it's a nice concept, but in reality, you have to replenish your culture. Ben Horowitz was, the speaker in CS153 on Tuesday, and I asked him this question about the culture bottleneck in teams because, there are several AI teams-Swyx [00:49:09]: His book, Hard Things About Hard ThingsAnjney [00:49:11]: Hard Thing About Hard Things. But more concretely, there are so many AI labs today that have all the cash they need, they have all the compute they need, and they're still not able to ship anything SOTA. And then you start seeing people leave and so on, and my diagnosis, it's, is it's the culture. And so I asked him, Ben, they're-- He's been one of the most aggressive investors in AI labs. He goes back to this thing which resonates in my mind a lot. It-- When I used to work at a16z, I would, book a conference room, and right outside the conference room, which is closest to the toilet ‘cause it was the fastest way for me to go use the bathroom between Zoom meetings-Swyx [00:49:45]: Oh my God, I'll put maxing my toilet optimization. Okay, never mind.Anjney [00:49:48]: It was not healthy in hindsight, but maybe this is TMI. But anyway, outside that conference on the wall was this quote that was printed that said, “Culture is not a set of beliefs, it's a set of actions.” And it's by Bushido, is this, Japanese philosopher. And if you stop taking the actions that demonstrate the mission alignment to what you've said to your team and to your-- the world matters to you, then your culture starts to fray. So it's not actually a moat, I would say. It's a very brittle, fragile thing that requires daily tending to like a garden. But if you figure out the system to keep that garden tended, which I think ultimately comes down to knowing yourself ‘cause you most naturally, if you're authentic and so on, you'll naturally make trade-offs that seem effortless to you, but that reinforce your culture. And then That becomes this very hard thing for other people to catch up to. And at Anthropic, from day one, there was this mission like-- missionary like zeal and belief that, hey, these capabilities will scale. These systems are stochastic, not deterministic. There will be error bars, and until we crack interpretability, there's risk. And at some point, people will go-- stop using Claude just for coding. They'll use it in some mission-critical context where there's-- it'll throw off a bug, and then people are going to come blame them, and they want to be on the right side of history where they said, “Yes, this is a powerful technology. We think it's going to change the world, And we want to be very measured and scientific about the fact that, ‘Hey, guys, these are stats models, statistical models.' That's how statistics works.” ultimately, when you're training neural nets, it is just a statistical system. And I think that Belief that safety is important and that it might seem toy-like in the early days, and sometimes, you could say, “Anjney, they totally over-exaggerated the risk,” like two years ago when they said, “Let's not launch Claude One,” or whatever. Well, okay, maybe in hindsight, but hindsight is twenty/twenty. And at the time, they didn't know how that model would be used, and to them it felt existential if somebody came and said, “You weren't responsible. It-- This wrote a bug.” The liability associated with that is massive. So how do you prevent against that? Well, day in, day out, you say safety. And when you start deviating from that, you have the team hold you accountable, you have the world hold you accountable, and I think that becomes a moat over time. At some point, that moat will get challenged and so on, and then it become fragile. I hope it endures because that's the beauty of having founders run the show, ‘cause they can make really hard trade-offs to do mission alignment. The hardest part is in the earliest days when you don't have a group of people who are going through difficulty, stress, crisis together, then your culture doesn't get defined sharply enough, and that's what I'm worried about right now, is there's so much money going to these labs. There's no hardship. There's no-Swyx [00:52:50]: To anyone who knowsAnjney [00:52:51]: There's no to anyone who knows. And that, in hindsight, was a feature, not a bug for Anthropic. The number of people who said no, the number of people who said, “Sorry, we're all doing investors in OpenAI,” that is competitive difference. It forces you to really understand, what is the hill you want to die on at the expense of everything else. What's the P zero? And there, P zero from day one was coding. The reason, the mechanism system there was if we crack coding, Then we will crack AGI. Our mission is AGI. We want to get there safely. If we focus on codin

We're back with a new Musicast episode!Shoutout to our incredible Music Service Learning intern, Natalie Reitzes, for curating and creating this episode. How can we create spaces that connect music education, industry, and performance? In this episode, we learn all about the "Musikfest Music Industry Conference," an incredible event happening in August 2026 that combines music educators and music industry professionals in one, inspirational space. Learn more about how you can get involved and join F-flat Authors in providing our kids with industry opportunities. You can learn more about the conference and featured speakers here: https://www.artsquest.org/musikfest-music-industry-conference/

In this week's episode, we look at recent Microsoft Tech updates. By popular request, we're expanding our scope beyond Azure to include Microsoft 365, Power Platform, and related Microsoft platforms and capabilities. What's new? What's interesting? What's retiring? (00:00) - Intro and catching up.(03:18) - Show content starts.Show links- Securing code, agents, and models across the development lifecycle- What's new in Azure API Management at Microsoft Build 2026- Azure Container Linux on AKS- Azure Managed Redis Entra ID RBAC- Azure NC RTX PRO 6000- Foundry agent security capabilities transitioning to Agent 365- Azure Infrastructure Resiliency Manager- Logic Apps MCP Server- Give us feedback!

Alla pratar autonoma agenter. Få pratar om vem som håller i tyglarna när de släpps in på företaget. Det är där de flesta piloter dör.Asif Mithawala leder Cloud AI Platforms på Microsoft, ett team på 25 solution engineers, och kommer närmast från AWS. Han dammsög hela Microsoft Build 2026 på en helg, över 400 sessioner. Tldr; året då AI går från något du pratar med till något som jobbar åt dig.Agent 365 var hans personliga favorit på eventet och i avsnittet får du höra varför. Hur Microsoft Scout faktiskt fungerar i Teams och Outlook. Varför Frontier Tuning kan ge en modell som är runt 10 gånger billigare än de största Frontier Labs-modellerna utan att tappa kvalitet på er uppgift. Asif förklarar också nya GitHub Copilot-appen som startar parallella agenter per bugg via git worktrees. Och vad de öppna WorkIQ-API:erna betyder för en partner som vill bygga ovanpå Microsoft 365.Lyssna om du funderar på hur ni går från rolig demo till något ni vågar köra skarpt på måndag morgon.Kapitel:00:00 Intro och Asifs bakgrund03:00 Vad en solution engineer faktiskt gör06:00 Build 2026 sammanfattat på en mening08:00 Microsoft Scout, den första autopiloten13:30 Loopen som gör en agent till en agent18:00 Agent 365, kontrollplanet för digitala medarbetare24:00 Foundry och IQ-lagret, WorkIQ-API för partners30:00 MAI-modellerna och Frontier Tuning42:00 Nya GitHub Copilot-appen och git worktrees45:00 Tre saker att börja med redan på måndagLänkar:Asif Mithawala (LinkedIn)Johan Wallquist (LinkedIn)Securing code, agents, and models across the development lifecycleLaunching seven new MAI modelsGitHub Copilot app: The agent-native desktop experienceBuild 2026 (nyhetssajt) Hosted on Acast. See acast.com/privacy for more information.

In Episode 316 of The Block Runner Podcast, hosts William and I-man give an honest post-mortem on the first NAT.fun launch, break down why gold and AI equities are outrunning Bitcoin in this bear-market stretch, and walk through the plan for a second launch with healthier token distribution. Disclosure: William and I-man are founders of NAT.fun and hold NAT tokens. All analysis in this episode reflects their perspective as participants in the ecosystem. Key topics: Bear-market sentiment, round three: gold outrunning Bitcoin, Mark Cuban turning bearish, and David Hoffman exiting ETH, plus why the feeling of a market top keeps getting worse even as prices stay historically high The AI and equities bubble: Anthropic's revenue versus its trillion-dollar valuation, Jensen Huang's argument for growing GDP with AI and robots, and Mag 7 stocks versus Bitcoin in a market where attention, not fundamentals, sets the price Attention markets everywhere: gambling apps, Pokemon cards, and conspiracy and alien mania as symptoms of where speculative dopamine has migrated away from crypto The NAT.fun launch post-mortem: the first token's broken distribution (ten holders, one wallet holding around 80 percent, graduation in roughly ten minutes), why that makes a credible Vibathon impossible, and the second rocket plan with a higher graduation threshold for better NFT distribution Product direction: a tour of the Vibe Studio and the tarot-card creator example, integrating vibe creation into the launch flow, the Breaking Bad themed launch video breakdown, and an open letter to Foundry on Bitcoin's declining security budget and NAT Please like and subscribe on your favorite podcasting app! Sign up for a free newsletter: www.theblockrunner.com Follow us on: Youtube: https://bit.ly/TBlkRnnrYouTube Twitter: bit.ly/TBR-Twitter Telegram: bit.ly/TBR-Telegram Discord: bit.ly/TBR-Discord $NAT Telegram: https://t.me/dmt_nat

"I currently haven't found a use case in which I haven't been able to build."That was Brett Adams on what Palantir Foundry can do in construction.This week on Bricks & Bytes we sat down with Dan Julien (Chief Revenue Officer) and Brett Adams (Forward Deployed Engineer and Head of Construction) of ForgeSight, the i4C born team implementing Palantir Foundry across the AEC industry, to cut through the rumours about what Palantir is actually doing in construction.Tune in to find out about:✅ Whether Palantir Foundry can really replace your ERP✅ What "forward deployed engineering" actually means on a job site✅ Whether Procore, Autodesk and Trimble survive a Palantir world✅ How a contractor rebuilt its entire operation on Foundry in roughly a year

Ben Cardew spoke to Chinese musician, DJ and creative chef Yu Su about her fantastic new album Foundry, about grit and metal, cooking and music, moving to London, Kaifeng, Seefeel and a whole lot more. Line Noise comes with the support of Cupra.

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

Ben Cardew spoke to Chinese musician, DJ and creative chef Yu Su about her fantastic new album Foundry, about grit and metal, cooking and music, moving to London, Kaifeng, Seefeel and a whole lot more. Line Noise comes with the support of Cupra.

Sharpen your beaks and clean your feathers, all crows are needed to scavenge the remains of a broken world. The Crows playtest is live and anyone can join in. Also the summoner is across the line, Triglav is doing their biggest crowdfunder yet and Draw Steel is top 30 on FoundryVTT.Links to everything: https://goblinpoints.com/2616#linksChapters:00:00:00 - Intro 00:00:45 - Crows 00:03:48 - The Summoner 00:04:44 - Vasloria Map 00:05:05 - Across the Solar Expanse 00:05:57 - Weapons of Lore 00:06:49 - The Knight 00:07:27 - Until the Last Villain Dies 00:09:21 - FoundryVTT Year in Review 2026 00:10:17 - Reinforcements: Goblins 00:11:05 - Mythic Treasures 00:12:01 - The Blacksmith's Guild Year 2 00:12:45 - Community Highlights 00:14:27 - Blast From the Past 00:15:15 - OutroSupport the showGoblinPoints.comStawl.appDiscord ServerLeave a comment on YouTube or Spotify, or send me an email at tips@goblinpoints.com.Theme music by Patrick Haesler.Art by Chris Malbon.

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

Daquan sits down with Abe Stem, Owner and Head Instructor of The Foundry Fighting & Fitness, to talk about more than two decades of building Beaufort's go-to gym for martial arts, gymnastics, and fitness. From training Marines and law enforcement to coaching the next generation of kids on the mats, Abe shares the story behind The Foundry, the role fitness plays in our community, and the Beaufort spots he sends every active visitor to. ⁠Visit Beaufort, Port Royal and the Sea Islands in South Carolina⁠ The Inner Coastal Podcast is a part of the Destination Marketing Podcast Network. It is hosted by Daquan Mickens and the team at Visit Beaufort, Port Royal and the Sea Islands and produced by the team at Brand Revolt. Music is Inspirational Outlook by Scott Holmes. To learn more about the Destination Marketing Podcast Network and to listen to our other shows, please visit ⁠https://thedmpn.com/⁠. If you are interested in becoming a part of the network, please email ⁠adam@thebrandrevolt.com⁠.

EPISODE 164 | Walk Like a Panther: The Palantir 22-Point Manifesto A company many have heard mentioned but don't know much about caused a stir in the interwebs when its CEO dropped a 22-point manifesto of sorts. Many felt the whole thing smacked of some sort of comic book supervillain's shopping list, while others nodded their heads at the sage wisdom of the post of X (formerly Twitter). Palantir is the company and the poster was Alex Karp. But just what is Palantir and who is this Karp guy? Review us here or on IMDb. And seriously, subscribe, will ya? Like, just do it.  SECTIONS Five Guys - Nathan Gettings, Stephen Cohen, Alex Karp, Jon Lonsdale, Peter Thiel (the 130th richest country in the world) More Things in Heaven and Earth - Peter Thiel: a Randian Objectivist, a plutocratic reactionary, militarist techno-libertarian, or libertarian authoritarian; post-democracy, liquid democracy; Thiel's views and actions Know Your Product - What Palantir does and what they're worth, Gotham, Foundry, AIP, TITAN, MetaConstellation and MOSAIC, Skykits, Metropolis, ELITE; who uses this stuff, JP Morgan spies on employees  Manifesto - Alex Karp's 22-point summary of The Technological Republic: Hard Power, Soft Belief, and the Future of the West Music by Fanette Ronjat Follow us on social: Facebook X (Twitter) Other Podcasts by Derek DeWitt DIGITAL SIGNAGE DONE RIGHT - Winner of a Gold Quill Award, Gold MarCom Award, AVA Digital Award Gold, Silver Davey Award, and Communicator Award of Excellence, and on numerous top 10 podcast lists.  PRAGUE TIMES - A city is more than just a location - it's a kaleidoscope of history, places, people and trends. This podcast looks at Prague, in the center of Europe, from a number of perspectives, including what it is now, what is has been and where it's going. It's Prague THEN, Prague NOW, Prague LATER    

Welcome to episode 357 of The Cloud Pod, where the weather is always cloudy! Justin and Matt are in the studio this week to bring you all the latest in cloud and AI news! Is AI costing more than the people it replaced? Are CEO's suffering from AI psychosis? Is Opus 4.8 better than 4.7? We answer all of these questions and more this week – so let's get started!  Titles we almost went with this week Valkey Stops Forgetting Your Data Like Your Ex  AI Coding Tools Cost More Than the Coders They Replace Microsoft Discovers AI Budgets Burn Faster Than Enthusiasm Executives Caught Hallucinating About AI Productivity Gains ABBA Said ” Dancing Queen”, but Google Said Data Center AI Now Tells Your AWS Apps How Fragile They Really Are Stop Playing VM Whack-a-Mole With Maintenance Windows Chaos Engineering for Apps Too Scared to Change AWS Rewires the Data Center With One Weird Optical Trick IAM the One Spending All Your Bedrock Money SQL Server Licenses Finally Pack Their Own Bags When AI Hype Meets Productivity Research, It Hurts CEOs Gone Wild: Demos Versus Deployment Reality Serverless Search Finally Learned to Nap Between Requests ElastiCache Finally Remembers Things After a Reboot Valkey Gets Durable So Your Data Stops Ghosting You Zero Data Loss Without Losing Your Microseconds Too Microsoft Build 2026 Scout AI and Quantum Dreams 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.  General News  01:45 Microsoft data suggests using AI is more expensive than hiring people: Microsoft canceled most internal Claude Code licenses just months after encouraging widespread adoption, redirecting employees to GitHub Copilot CLI instead.  This does not affect the broader Foundry partnership with Anthropic, but it signals that token costs at scale have become difficult to justify internally. Uber’s situation adds context here: the company reportedly burned through its entire 2026 AI coding tools budget in four months after internal teams were incentivized to compete on usage. This illustrates how adoption incentives can create runaway costs that outpace projected savings.

Foundry Chocolate in New Zealand release only a single inclusion bar each year, but this annual release has become one of the hottest tickets in craft chocolate. Each fall (for the Northern Hemisphere—spring for NZ), they release a bar infused with a different whisky from artisan New Zealand distillery Thomson Whisky. Each year's release is a unique flavor concept, and co-founder David Herrick and his team spend time throughout the year perfecting each annual batch. In this nerdy, deep-dive conversation, David Herrick and host David Nilsen discuss the planning stages for each bar, walk through each annual release since 2021, and talk about the details of Foundry's process for infusing whisky into these bars. The Davids also talk about Foundry's origin story, the meaning behind their name, the thoughtful of their packaging, and what keeps them excited and curious.You can learn more about Foundry on their website, or follow them on Instagram.You can listen to episodes with New Zealander Luke Owen Smith here and here.1:00 - Introduction3:40 - Start of Interview: Foundry's backstory13:35 - The meaning of the name “Foundry”17:30 - Whisky and the Thompson Distillery21:50 - Whisky bar releases 2021-202542:45 - Whisky infusion process53:40 - Release events and enthusiasm54:55 - 2026 R&D57:50- What he's currently excited about1:06:55 - Packaging and the story Foundry is telling1:13:55 - End of interview1:20:40 - End of episodeGuest:David Herrick, along with his wife Janelle, are co-founders of Foundry Chocolate, a New Zealand-based bean-to-bar craft chocolate maker whose globally award-winning single origin, two ingredient bars make the flavor possible from single origins their absolute focus. Foundry only add a third ingredient to their chocolate once a year, and rather than more conventional approaches to flavored bars, they use liquid whisky to make an annual special release series of Thomson Whisky-infused bars, that have now gained such a following that they sell out in days and are sought the world over. Check out David's book Pairing Beer & Chocolate: A Guide to Bringing the Flavors of Craft Beer and Craft Chocolate Together.Follow Bean to Barstool on social media!InstagramFacebookPinterestSign up for host David Nilsen's beer newsletter for regular beer musings, and the Bean to Barstool newsletter for pairings, collaborations, and maker profiles.

A sermon preached by Rev. Ginger E. Gaines-Cirelli with Foundry UMC, May 24, 2026, Pentecost Sunday. “We Know Who We Are” series. ​​​​Texts: Acts 2:1-21; John 20:19-22​​​​   Last Tuesday evening, I found myself seated at a table listening to live jazz in the nave of the Cathedral of St. John the Divine in NYC. The occasion was the celebration for my mentor, Rev. Dr. Serene Jones upon her retirement as president of Union Theological Seminary after an extraordinary 18-year tenure. It was such a gift not only to be in the room with and for Serene, but to reflect on her influence upon my life through her words, actions, and friendship. And when she rose at the end of the evening to address the crowd, she urged all of us to pay attention to the prompting of Spirit and to follow God's call on our life.   It was a gift to receive this charge: to ponder, remember, and honor God's call upon my life and how Spirit has been falling afresh on me at every age and stage of my journey. Sometimes Spirit's meddling and God's call have felt aggravating, disruptive, heavy, and even painful. But, with every twist and turn along the way, God has brought me through and Spirit has stirred me to keep going.   And the truth is, I didn't always recognize Spirit's presence while it was happening. Sometimes it was only later, looking back, that I could see how God had been nudging and guiding and sustaining me all along. Maybe you know something about that too. Maybe Spirit has shown up in your life in ways you didn't fully recognize at the time—in a relationship that changed you…a burden you couldn't shake…a moment of courage you didn't know you had…a conviction that kept growing in you…a grief that opened your heart…or a persistent tug toward compassion, justice, mercy, or love.   And it makes me think about how we focus just one day of the liturgical year on the miraculous story of Spirit blowing into the community of Jesus's disciples and setting them on fire to move out into the streets to tell God's deeds of power. But, really, Spirit is at work in all sorts of ways all the time.   I get it, though, why we make a whole day out of Pentecost. It is a powerful story, the church's origin story really, of the moment when the disciples realized that Jesus' promises would be kept—that the Holy Spirit would baptize them and empower them to continue the saving work of God in the world. That very day they did things that seemed impossible—they spoke in ways that people from all over the known world could understand. And in that moment Peter recognized and proclaimed the fulfillment not only of the promise of Jesus, but the prophecy of Joel. That God would pour out Spirit upon all flesh, empowering all to have visions and dream dreams and prophesy. It's very dramatic—like a sci-fi movie that brings unlikely people together acrossunimaginable odds to do extraordinary things—with the bonus of great special effects. And I love it! But I also recognize that Pentecost wasn't the first time Spirit showed up among the disciples. Maybe it was the first time they recognized so clearly the Spirit who had been carrying them all along.   How else were they able to have the courage to leave their familiar lives to follow Jesus? How else were they able to go into villages and tell the good news and care for the sick and those struggling with their demons? How, apart from Holy Spirit, did they feed the five thousand? How did they stay together after the trauma and terror of crucifixion?   And maybe that's why I love the quieter story in John chapter 20 so much. The disciples have had the wind knocked out of them. By grief, fear, trauma. By watching everything they thought was going to happen collapse before their eyes. They are huddled behind locked doors, trying to figure out what comes next.   And then Jesus comes among them—not first with demands or instructions, but with peace. “Peace be with you.” And then he breathes on them and says, “Receive the Holy Spirit.” And honestly, I need to receive this right now and am pretty sure I'm not alone. I believe many people have had the wind knocked out of them. By grief. By fear. By the cruelty and chaos of this moment. By exhaustion. By disillusionment with the church. By watching Christianity so often get presented as domination instead of service, exclusion instead of welcome, certainty instead of compassion.   And on this Memorial Day weekend, many of us are carrying grief not only for lives lost in service, but also for the deep fractures in the country those lives sought to protect.   Many of us wonder whether the church can still mean something beautiful. Whether faith can still sound like Jesus.   We need the story we tell today! John and Acts tell it differently—but perhaps they are showing us two movements of the same Spirit. In John, Spirit comes like breath in a fearful room—restoring peace, courage, and life to weary people. In Acts, Spirit comes like wind in the streets—pushing those same people beyond fear and beyond every barrier to bear witness in a broken world.   But it is the same Spirit. The Spirit who restores breath to weary people. The Spirit who revives people who have had the life knocked out of them. The Spirit who reminds fearful people who they are.   And only then comes the sending. Jesus says, “As the Father has sent me, so I send you…” Notice that Jesus does not come into the room and say, “Once you've resolved all your fear…once you feel confident…once you fully understand everything…THEN I'll send you.”   No. The doors are still locked. The disciples are still afraid. And yet Jesus breathes Spirit into them anyway. God's mission doesn't wait for us to feel ready. Spirit meets us in the midst of fear, uncertainty, grief, and confusion—and sends us anyway.   What does it mean to be sent by Jesus as Jesus is sent by his Father? If the accounts of Jesus' life are our guide, then it means that we, like Jesus, are sent into the world to bring healing into places of suffering, hope into places of despair, mercy and forgiveness into places of sin, comfort into places of grief, peace into places of violence, love into places of hatred. To be sent as Jesus is sent is to be bearers of God's life in the world, to put our lives on the line for the sake of justice, and to stand in solidarity with those who are hurt by the systems of the day.   As disciples of Jesus Christ, we are a people who are not only gathered into the family of God—those who “go to church”—but we are also, inherently, a sent people, called to BE the church all the time and in every place we are.   Think for a moment of the life-giving rhythm of our bodies breathing in and breathing out. A healthy body needs to do both. The in-breath of the Body of Christ—the church—is the Spirit gathering us in to be loved, supported, fed, strengthened, and given purpose through sacrament and worship and study and community. Every Sunday or whenever we gather, the Body breathes in, takes in God's grace and power. And the out-breath is like the Spirit of God blowing out across the chaos of the world at the very beginning, bringing peace and new life. The “sent-ness” of the church is like that—the church moving out into the chaos and brokenness of the world to bring love, mercy, healing, and hope. Every day between Sundays the Body exhales, breathing the Spirit into places thirsty for life and hope and kindness.   As the founder of the Methodist movement, John Wesley, famously said: Do all the good you can, By all the means you can, In all the ways you can, In all the places you can, At all the times you can, To all the people you can, As long as ever you can.   I remember during the painful debates and divisions of the United Methodist General Conferences of 2016 and 2019, one of the pieces of legislation brought to the floor proposed changing the United Methodist mission statement—which is “To make disciples of Jesus Christ for the transformation of the world”—by dropping the second half: “for the transformation of the world.”   I was aghast at the idea. It felt like a vision of discipleship focused only inwardly, as if Jesus followers were meant to crowd back into locked rooms and focus only on their personal “disciple” ticket. It sounded like a church withdrawing its prophets from proximity to the powers and principalities that so desperately need their voice. It sounded like a church trying to hold its breath. I'm happy to say the legislation didn't pass. Because the story of this day—the story of Pentecost, the story of the work of Holy Spirit in and through disciples across the ages—is clear: Spirit always exhales—sending us into the world to embody the love and justice of Christ. The way we say it at Foundry is “Love God. Love each other. Change the world.”   And so I want to extend to you the same charge I received from Serene: pay attention to the prompting of Spirit who is always at work and respond to God's call on your life. Every day. In all the ways and places and by whatever means you can. And if you aren't sure where to begin, I invite you to decide right now on one act of service or outreach you will do this week, even small, for the wider community. Just do one concrete act of service beyond your usual routine. It could be running an errand for a friend who needs a hand. Or calling your state or federal representatives. Or paying for someone's meal. Or any other thing that Spirit prompts.   Because Spirit has been nearer than you realized all along. And Spirit will keep giving you breath—and wind at your back—to move beyond yourself and into the wondrous, love-fueled mission of God.

Text: 1 Corinthians 12:4-14, 27 May 17, 2026 Foundry United Methodist Church – Washington, DC Rev. T.C. Morrow Good morning! My name is Rev. T.C. Morrow. For the last twenty-four years I have been blessed to be a part of the Foundry community - first while finishing seminary, then like many of you serving in a variety of ways through the years, and when I formally became a clergyperson in the United Methodist Church, on the extended clergy team. In July, I will be starting as Senior Pastor at The United Church, a joint United Methodist and United Church of Christ congregation in Foggy Bottom. I am looking forward to my next adventures, but I am going to miss this Foundry community. I cannot start naming individuals or that will take all of my time, but I give my thanks to the three senior pastors during my time here: Rev. Dr. Phil Wogaman, Rev. Dean Snyder, and Rev. Ginger Gaines-Cirelli. I give thanks to God for their leadership, their guidance, their solidarity, and so much more. Today we are in the third week of a sermon series exploring foundations of Christian identity and discipleship. In a world full of competing messages about who we are, our purpose, and how we should live, we are returning to some of the core aspects of Christianity. We've already looked at our identity as beloved of God and how we are called to follow Jesus into a way of life shaped by God's love and grace. Today we're exploring the church and our belonging in it, the gathering in community of those seeking to grow in love of God and neighbor. Will you join me in prayer: May the words of my mouth and the meditations of our hearts be acceptable to you O Lord, our Rock and our Redeemer. Amen. As the U.S. nears its 250th anniversary, I've been thinking about some of the myths, like manifest destiny, that have shaped - or distorted – the direction of the country. As we gather this morning, not far from us, on the National Mall, others are gathering in what is ostensibly a day of prayer as part of activities marking the anniversary of the country. I looked at the speakers list. By all appearances, it is a Christian nationalist rally seeking to further solidify the myth that Christianity – a particular type of Christianity – is the only thing that will “save America.” I agree there is need for repentance in this country, but I think it is safe to say we deviate on specifics. I know that I do not need to repent for who I am as a lesbian and a beloved child of God. I do not need to repent for supporting my fellow trans Americans, and others who are being demonized and treated cruelly. But we do need repentance as a nation. Repentance from instilling fear and division. Repentance from greed and lies. Repentance from war mongering and violence. Repentance from the scapegoating of trans people, immigrants, non-Christians, and anyone who may be deemed “other.” Repentance from failing to uphold the common good. In today's scripture lesson, Paul names the reality of the diversity of the identities and the spiritual gifts of the community of Jesus followers in Corinth. Uniformity is not the goal; faithful interdependence is. Paul insists that there are indeed differences, and that it is only together, it is only collectively, that we are the body of Christ. Paul does not only acknowledge differences, he goes on to describe that we need the differences: “If the whole body were hearing, where would the sense of smell be?” Paul describes the need for robust diversity for the fullness of the church. Honoring diversity is biblical. Twenty-four years ago, a young lesbian couple – two cradle United Methodists with parents very involved in the church – decided to find a church home together. Logan and I wanted a church home where we could belong, as our full selves. We looked at a few options, and decided we wanted it to be a United Methodist Church, and with only a few Reconciling congregations at the time – churches that have gone on the record in support of LGBTQ+ inclusion – we ended up at Foundry. Logan quickly joined Jubilate, the choir at the then-9:30 service. Logan went to the Women's Retreat in the first year or two after we started attending, and Peggy Simpson was assigned as her roommate. It was fitting when a few years later the law changed in DC and same-sex couples could get married that Peggy graciously opened her home for our legal wedding, and then we had a celebration at Foundry with a service led by Rev. Dean Snyder. I attended the 2012 General Conference of The United Methodist Church with Rev. Snyder and several other members from Foundry. When there was no forward movement on LGBTQ inclusion through legislative change, LGBTQ+ people and allies sang in peaceful demonstration to the denomination they love and to themselves from Micah 6:8: “What does the Lord require of you?” We walked around the communion table and sang. A table that symbolizes God's reconciling activity through Jesus Christ. In one of the loops around the table, this non-musical child of God standing before you heard a word amidst the cacophony of sounds in the Tampa convention center: Stop waiting for the denominations rules to change. Put yourself forward as a candidate for ordained ministry. We are here today, by the grace of God, with different rules on the books thanks to the tireless work of advocates including several who are in this room today. And after a roadblock or two, a Judicial Council ruling or two, I was commissioned in 2019 and ordained in 2022. While it was my name in deliberations by the Annual Conference or in news stories, I was there as the visible representative of this community that kept saying over and over to the broader church that it was getting it wrong on the treatment of gay and lesbian and bi and trans and other queer people. It was only through the support, love, strength, and organizing work of this community that I was able to go on the journey that was my ordination candidacy process in The United Methodist Church. Christianity is meant to be practiced in community. Some make a theological case for this based on the relational aspect of God in the doctrine of the trinity. Some point to Paul's articulation of the church as the “body of Christ,” where no one body part is sufficient on its own and each part depends on the others. I personally wonder – how are you going to have a potluck by yourself? You can make yourself a dozen deviled-eggs or the best jello salad, but the whole point of a potluck is that no one brings everything, NO ONE HAS TO DO EVERYTHING. Each person does their part. There are certainly spiritual disciplines that are done individually: personal prayer, scripture reading, meditation, reflection, individual acts of compassion and advocacy. But Christianity is not a solo spiritual self-improvement project. Christianity is meant to be practiced in community. There are spiritual practices that we undertake together: worship, sacraments of baptism and communion, serving together, learning together, mutual care, accountability, sharing joys, being there for each other in the tough times. In the midst of a culture that too often celebrates self-sufficiency and radical individualism, the church is a place of interdependence. Paul says to the church in Corinth: “Now there are varieties of gifts but the same Spirit, and there are varieties of services but the same Lord, and there are varieties of activities, but it is the same God who activates all of them in everyone. To each is given the manifestation of the Spirit for the common good.” For the common good. Not only for our personal betterment, but we are each given spiritual gifts for the common good. The interdependence is part of how God forms us. We learn generosity by sharing what we have, from a friendly greeting to our time to our resources. We learn humility by recognizing wisdom in unexpected places, including from a six-year-old giving a really good answer to Ms. Natalie during the children's message. We learn patience by working through differences and disagreements. Christian community is not always easy, but it is where we belong. This week I invite you to reach out to someone in the church – someone here at Foundry if you are a part of this community or of your own church community if you are visiting from another. I invite you to reach out to someone to check in with them. Maybe someone who you know has been having a particularly hard time lately, or someone you haven't seen at church in a few weeks or months. You might arrange a time for coffee or a meal, take a walk, or have a phone conversation. Plan brunch, schedule time for your kids to play together at the park, go to coffee hour with the intention of asking at least one person a few questions beyond the polite “how are you?” We live in a culture of curated images, quick fixes, and too often shallow connections. We need to make spaces where we can be our authentic selves. Where we can tell the truth about our lives. Where we can grow in love of God and neighbor. You might reach out to someone thinking that you are “helping” them, but I encourage you to be open to how God may be at work in that connection in ways you did not expect, shaping both of you. In the midst of increasing militarism and authoritarianism, in the midst of greed and lies, in the midst of racism, sexism, homophobia, transphobia and so much more – our way through is together. There are days where we might want to do it alone. And rest and renewal are certainly important. And individual spiritual practices are important. But as Christians we belong together in community with other Christians to learn, to serve, to celebrate, to grieve, to remind each other that we are beloved children of God, no matter what anyone says. The body of Christ is not a collection of isolated spiritual consumers. It is a people learning how to belong to one another. I am looking forward to the next part of my adventure, but I am going to miss this community. I will carry with me so much and I give thanks to God for helping be a community that affirmed that I belong in the church, and that we all belong in the church. So #KeepShowingUp for each other. Give a wide welcome to those looking for a safe space to explore big questions and bring their full selves. Teach the children that God loves them. Let others care for you, and give that same care in return. Try out being an usher, or singing with the choir, or joining the prayer team, or helping out with Children's Worship. Join a small group. Participate in one of the ministries of care and justice. Be a vessel of hope in a world that desperately needs it. Remind each other that #GodIsYetAtWork in you and through you, Foundry United Methodist Church. And may it continue to be so. Amen.

America's drinking water infrastructure depends on more than 2 million miles of pipe buried beneath streets and communities across the country. In this episode of How Water Works, Jeff Mason leads a tour inside the U.S. Pipe foundry in Alabama to show how ductile iron pipe is manufactured — from recycled scrap metal to critical underground infrastructure. The episode follows the intense process of melting old cars, appliances, and industrial metal into pipe engineered to last for generations and withstand earthquakes, floods, and decades of pressure underground. It also explores overlooked sustainability stories inside heavy industry, including industrial water reuse systems, emissions reductions through electric induction furnaces, and how more than 90% recycled material becomes essential infrastructure. Along the way, Mason explains the chemistry, testing, coatings, and cement linings that help ensure drinking water remains safe and reliable as it moves through these systems. From molten iron hotter than lava to finished pipe headed everywhere from Manhattan to small-town America, the story pulls back the curtain on one of the most important — and invisible — parts of how water works. waterloop is a nonprofit news outlet exploring solutions.

Art records an extra-long, extra-rambling Bookhouse Boys digging a little into a few systems for playing RPGs in Middle Earth. The first part gives an overview of the two systems he's experienced firsthand... Middle Earth Roleplaying (MERP) from Iron Crown Enterprises and The One Ring 2e from Free League. The second part goes into some possible alternatives and a bit of Middle Earth on Foundry.Also, this one is coming in a little hot so apologies if there are any hiccups.Join us on our Discord: https://discord.gg/tQGJVsrnNpFollow us on Blue Sky and X @BlackLodgeRPG and on Mastadon @ BLTNRecorded on 5/19/26 and 5/21/26"Dances and Dames"Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 4.0 http://creativecommons.org/licenses/by/4.0/(00:00:00) Intro to Part One - MERP and The One Ring 2e(00:02:28) Some reasons for Art's love of RPGing in Middle Earth(00:08:55) Some reasons against RPGing in Middle Earth(00:11:12) Taking a look at MERP(00:41:29) Taking a look at The One Ring 2e(01:06:34) Latest One Ring 2e arrival... Hand of the White Wizard first glance(01:17:06) Wrapping up Part One(01:18:50) Starting Part Two - Other LOTR RPG options(01:20:10) Against the Darkmaster with a look at the FoundryVTT module(01:30:00) Dungeon World and Fellowship (PbTA)(01:32:03) GURPS(01:35:23) Legends of Middle Earth(01:39:04) Savage Worlds(01:40:18) Savage Middle Earth(01:45:08) HarnMaster(01:54:59) Mythras(01:59:07) Adventures in Middle Earth 5e(02:04:10) Quick recommendations when all is said and done and quick mention of BRP Middle Earth(02:08:04) Quick look at Foundry options(02:08:37) Rolemaster FoundryVTT(02:13:07) HarnMaster FoundryVTT(02:17:52) The one Ring 2e FoundryVTT(02:23:40) Wrap up

In this Cloud Wars special report, Bob Evans speaks with Chad Wahlquist, Architect at Palantir, about the company's explosive Q1 performance and the deeper forces driving enterprise AI adoption. Wahlquist explains how Palantir's model goes far beyond traditional software, combining forward deployed engineering, ontology, agentic AI, and enterprise infrastructure to accelerate customer outcomes. AI Infrastructure Rising The Big Themes: AI Building AI: One of the most striking themes is the shift from companies building AI products to building AI products with AI. Wahlquist describes a major evolution in enterprise delivery models, where Palantir has moved from “boot camps” to “agent camps,” using AI agents to help rapidly construct customer solutions. This dramatically compresses timelines from projects expected to take months down to days. The deeper implication is that AI is no longer just the product layer; it is becoming the production mechanism itself. SAP Migration Gets Reinvented: The SAP partnership emerges as one of the most strategically significant parts of the discussion. Wahlquist describes Palantir helping customers accelerate complex ERP migrations, including ECC-to-S/4 transformations, acquired-company integrations, and even mainframe modernization. Traditionally, these efforts consume years and hundreds of millions of dollars. Palantir's approach uses ontology plus agentic frameworks to interpret structured and unstructured enterprise information, identify mismatches, and automate execution paths. He claims 50%+ time compression in migration work. Efficiency As Corporate Proof Point: One fascinating element is Palantir's operating model itself. Evans references Alex Karp's claim that a company of Palantir's scale would traditionally employ thousands of salespeople, while Palantir operates with a dramatically leaner commercial organization. Wahlquist argues that product effectiveness changes the equation: engineers demonstrating working systems on customer data become the real sales force. He also notes Palantir internally runs on its own software, using Foundry-based systems for CRM, ticketing, finance, and operations. This creates both operational efficiency and credibility. The Big Quote: “What I'm seeing here is really the difference between, hey, I'm building AI products to I'm building AI products with AI.” More from Chad Wahlquist: Connect with Chad on LinkedIn, or learn about Palantir Foundry. Visit Cloud Wars for more.

Build AI agents that meet your standards for quality, safety, and performance using Microsoft Foundry. Trace every run end-to-end, generate synthetic datasets to stress-test on demand, fire automated Red Team attacks at your own agents, and pin down why evaluations fail — all from the Microsoft Foundry control plane. Lock in guardrails that inspect every tool call at runtime, define the risks once, and enforce them across every agent run. Mohammad Abuomar, Responsible AI Principal Architect, shares how to turn a coding agent into production-ready software inside Foundry. ► QUICK LINKS: 00:00 - Microsoft Foundry control plane 00:33 - See a finished agent 02:30 - See where the agent started 03:19 - Traces 04:04 - Built-in monitoring 04:34 - Evaluation types 05:51 - Red team evaluations 07:08 - Evaluation results 08:14 - Built-in Guardrails 08:14 - Wrap up ► Link References Get everything you need in Microsoft Foundry at https://ai.azure.com ► Unfamiliar with Microsoft Mechanics? As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft. • Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries • Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog • Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast ► Keep getting this insider knowledge, join us on social: • Follow us on Twitter: https://twitter.com/MSFTMechanics • Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/ • Enjoy us on Instagram: https://www.instagram.com/msftmechanics/ • Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics

In this episode, Lex chats with Evan Malanga — Chief Revenue Officer of Yuma, a subsidiary of Digital Currency Group focused on growing the Bittensor ecosystem. They discuss how Bittensor's $6 billion protocol incentivises AI builders worldwide through token emissions across 128 competing subnets, and why the network has produced real commercial outputs — including a 72 billion parameter model trained on-chain and a coding agent rivalling Claude at a fraction of the cost. Evan explains Yuma's role as the institutional gateway to Bittensor through its validator, accelerator, and asset management products, and they explore why the concentration of AI in OpenAI and Anthropic is a systemic risk, and whether Bittensor's future extends beyond AI into a broader coordination engine for decentralised work. NOTABLE DISCUSSION POINTS: Bittensor has crossed from experimentation into shipping benchmark-competitive work at a fraction of centralized cost. Three recent proof points: Templar (subnet 3) completed the largest decentralized pre-training run of a 72B parameter model using only the network's token incentives. Ridges, an AI agent platform, is hitting 88–90% on software engineering benchmarks, on par with Claude-class agents at ~5x cheaper, built by a 3-to-5-person team under $10M of token emissions. Score (subnet 44) is doing computer vision 200x faster than centralized counterparts. Small distributed teams are producing outputs competitive with frontier labs without raising venture capital or hiring staff. Dynamic TAO restructured emissions from validator-curated to market-curated, making each subnet its own tradeable asset. Previously, dominant validators assigned weights that determined how the 7,200 daily TAO emission flowed across subnets. Under Dynamic TAO, each of the 128 subnets has its own token denominated in TAO, and any holder can buy or sell into specific subnets, pricing them like a market rather than a committee vote. Subnet owners, miners, and validators earn fees in the respective subnet token. Distribution has settled into a power law: the top ten subnets hold ~80% of market cap. This is the move that turned Bittensor from “decentralized AI protocol” into a financial hyperstructure with hundreds of tokenized work markets layered on top. The economics for subnet owners are genuinely unusual — hundreds of millions in annual incentives, fully subsidized labor, no fundraising. A subnet owner gets access to up to ~256 miners globally competing to satisfy their problem statement, with miner compensation paid by protocol emissions rather than the subnet owner. At current TAO prices, annual incentives across the network run into hundreds of millions; at higher prices, this approaches $1B/year up for grabs. No hiring, no benefits, no recruiting, the network runs as a continuous adversarial competition where validators rank miner outputs. This is the mechanical answer to “why would an AI researcher choose Bittensor over Silicon Valley”, and explains why researchers at Meta and Google reportedly mine Bittensor on nights and weekends, with top miners on subnets like Ridges earning ~$30,000/day. TOPICS Yuma, Bittensor, Digital Currency Group, DCG, OpenAI, Anthropic, Foundry, Templar, Ridges, Bitcoin, Meta, Google, BlackRock, JPMorgan, Decentralized AI, Crypto, Blockchain, AI, Tokenomics, Decentralized Science, DeSci, AI Agents, Computer Vision, Proof of Work, Tokenization, Real World Assets, RWA, Machine Economy   ABOUT THE FINTECH BLUEPRINT

In this episode, Cherise is joined by Justin Crane, FAIA, Principal, and Stefanie Greenfield, AIA, Principal at CambridgeSeven in Cambridge, Massachusetts. They discuss The Foundry, also in Cambridge, MA.You can see the project here as you listen along.The Foundry exemplifies a thoughtful approach to adaptive reuse, where the legacy of a 132-year-old industrial structure is carried forward through a renewed civic purpose. Once home to the Blake and Knowles Steam Pump Company and later a succession of utilitarian uses, the building has been transformed into a dynamic hub for arts, education, and entrepreneurship. The design resists the urge to overwrite history, instead preserving nearly 70 percent of the original fabric and allowing the building's industrial identity to remain present and legible. If you enjoy this episode, visit arcat.com/podcast for more.If you're a frequent listener of Detailed, you might enjoy similar content at Gābl Media.Mentioned in this episode:Social Channel Pre-rollPromotes the YouTube channel, ARACTemy, and social handle.

MARA provided updates for its AI business in its earnings this week, and Nebius shocks the market with a 684% rise in revenue YoY in Q1. Welcome back to The Blockspace Podcast! For news, we break down why major pools like MARA and viaBTC are signaling support for the Great Consensus Cleanup (BIP 54), plus Q1 earnings recaps for MARA and Nebius. For guest segments, Lucas Krejci, CTO of Brains, joins us to talk about the new Stratum V2 working group with Block, MARA, Foundry, Antpool, and other leading bitcoin mining firms. Pio Vincenzo also joins to give his bull case for Strategy – including why the company selling bitcoin is not what people think – and Mezo's Yogi hops on to give a breakdown for why Spirit Airlines bit the dust.

Palantir volvió a sorprender al mercado con un reporte que refuerza su posición como una de las empresas más importantes de la IA empresarial. En este episodio analizamos cómo funciona realmente su negocio, qué hacen Foundry y AIP, por qué gobiernos y corporaciones están apostando fuerte por su software y cuál es el gran debate alrededor de su valoración.

Microsoft Build 2026 marks the biggest format shift in nearly a decade - moving out of Seattle to a 2,500-seat Fort Mason venue in San Francisco with a deliberate "no fluff" pivot toward AI developers, technical leaders, and enterprise architects. In this episode, we unpack what to expect across the six confirmed tracks - plus where we think Microsoft will double down on Foundry, GitHub Copilot, and agent governance. Whether you're flying to San Francisco or planning your livestream strategy from the couch, this is the episode for you!(00:00) - Intro and catching up.(04:44) - Show content starts.Show links- Build 2026 session catalog- GitHub Copilot Token-based billing- Give us feedback!

Nobody wants to know about the space-age polymer in your product. They want to know what it's going to do for them. In this episode of Content Amplified, independent creative director Orin Bliss Brecht draws on a career that started at Spin Magazine and ran through Victoria's Secret Direct, the Foundry at Time Inc., Hearst, Pace Communications, and Choreograph to make the case that demystifying complex topics is the marketer's real job. Orin explains why illustrators make the best translators of complicated subjects (they aren't subject matter experts, so if they get it, the audience will), why the B2B vs. B2C distinction is mostly noise (you're always telling a story to a human about to spend money), and why one of the biggest mistakes he's seen is letting product developers shape content aimed at C-suite buyers. He closes with a tactical playbook: turn your elevator pitch into eight elevator pitches, write in plain English, and feed the pipeline with snackable breadcrumbs that lead back to the master manifesto. If your product is hard to explain, this one will sharpen how you think about telling its story.About OrinOrin Bliss Brecht is an independent creative director with a background in branded content and content marketing. He started in print magazines as a graphic designer at Spin Magazine and went on to work at Austin Monthly, Victoria's Secret Direct, the Foundry at Time Inc. (on accounts including Lincoln Continental, Geico, and Ram Trucks), Hearst (Esquire, Popular Mechanics) on clients like Verizon, California Closets, and Jim Beam, Pace Communications leading creative strategy on the Verizon 5G account, and most recently Choreograph, an ad tech and martech company that needed a conversational, approachable point of view as it moved customer-facing. Orin believes the best translators of complex subjects are the people who aren't subject matter experts, and that good storytelling has worked the same way for hundreds of years, only the format keeps shrinking.Show Notes- Connect with Orin on LinkedIn: https://www.linkedin.com/in/orinbrecht/Text us what you think about this episode!

What Still Walks Inside Ableman FoundryBecome a supporter of this podcast: https://www.spreaker.com/podcast/darkest-mysteries-online-the-strange-and-unusual-podcast-2026--5684156/support.Darkest Mysteries Online

Hayden is off this week, with Pankaj being joined by fellow content creator and Seattle local, Marco Marcelli a.k.a The Teklo Foundry. Pankaj and Marco breakdown where we stand right now with Silver Age, where is the format, what is the history and where are we going from here?? Special Thanks to our Tome of Fyendal Patrons: Derrick Correia  GUEST: Marco Marcelli - @TheTekloFoundry on YouTube Patreon: https://www.patreon.com/ArsenalPass Review Us: https://ratethispodcast.com/arsenalpass Email: arsenalpassfab@gmail.com Youtube: https://www.youtube.com/channel/UClhUUppHaVDBUOJHXL-a0EQ Spotify: https://open.spotify.com/show/6H2Y8uTHZaVgxpjhnTBn6n?si=R6Uya7paT_e2HOr4n2KC-w X: @Fyen_Dale (Hayden) X: @EthnicSmoke (Pankaj) Hosts: Hayden Dale & Pankaj Bhojwani  

In this episode of the Ardan Labs Podcast, Ale Kennedy talks with Nikunj Bajaj, co-founder of True Foundry, about his journey from India to Silicon Valley and his work building modern AI infrastructure. Nikunj shares insights from his time at Meta, where he worked on large-scale machine learning systems, and how those experiences shaped the foundation of True Foundry.The conversation explores the evolution of AI—from early machine learning systems to today's generative models—and the infrastructure required to support them. Nikunj also discusses leadership lessons, long-term thinking, and what it takes to build and scale an AI startup in a rapidly changing landscape.00:00 Introduction07:38 IIT and Early Academic Journey16:45 Internships and Career Decisions29:15 Research at UC Berkeley36:37 Entering the Workforce and AI Evolution40:16 Leadership Lessons from Meta46:42 Leaving Meta and Starting a Startup52:50 Building During the Pandemic01:00:44 Founding True Foundry01:06:31 Product Development and Early Challenges01:10:31 Evolution of AI Infrastructure01:13:35 Vision for True Foundry01:20:55 Reflections and Lessons LearnedConnect with Nikunj: LinkedIn: https://www.linkedin.com/in/nikunj-bajaj-10476824/Mentioned in this Episode:True Foundry: https://www.truefoundry.comWant more from Ardan Labs? You can learn Go, Kubernetes, Docker & more through our video training, live events, or through our blog!Online Courses : https://ardanlabs.com/education/ Live Events : https://www.ardanlabs.com/live-training-events/ Blog : https://www.ardanlabs.com/blog Github : https://github.com/ardanlabs

In this episode, I review the Ring Foundry LANTERNS ring, comparing it to the WillpowerMade ring. I highlight the high-end quality and durability of the Ring Foundry ring, recommends it as the best Lanterns Ring, and discusses its availability for purchase.Find The Ring Foundry here: https://theringfoundry.com/Shoutout to Riverside.fm! Riverside.fm is where I record and edit this podcast and then also turn it into Shorts and TikToks. It handles like 95% of all the behind the scenes and the only thing I do outside of it is make thumbnails in Canva. Riverside has made it where I normally would get very anxious about recording and editing and it has made the podcasting process a stressless experience. If you or somebody you know would like to try Riverside.fm out feel free to use my referral code here and get a discount if you commit: https://riverside.sjv.io/APM21aNext shoutout goes to hectorlizard who designed my website, www.GreenLanternsPodcast.com and goes way beyond expectations when it comes to quality as well as communication. He took care of me and has helped me get on the right path with all this content and I now consider him a friend. If you want to check out more of his work head to https://hectorlizard.me/Looking for a place to chat about DC Comics and Green Lantern in particular? Join us over on discord at: https://discord.com/invite/dcofficialTakeawaysRing is high-endRing is the best Lanterns RingChapters00:00 Introduction to Ring Review07:03 Comparison with Other Rings

Baal Busters: Maturing Together In A Messed Up Society of Insincerity...Vic [skull face guy] is the sane one in the bunch. Palantir, Gotham Foundry, Red Wolf, Flock, all coming for you to serve the Saturn Remphan cult, the Serpent-Wolf Cult of terror, pharmakeia, black magick sorcery, child sacrifice and cannibalism. These creatures have no redeeming qualities. They don't seek an understanding and cohabitation. They want you an more importantly your children dead.Your home for hot sauce and supplements below:https://SemperFryLLC.comUse Code BB5 for your Whole Food 90 Essential Nutrients here:https://www.azurestandard.com/shop/brand/azurewell/2326The Azure Whole Food Essentials are: 1. Whole Food Multivitamin, 2. Alaskan Cod Liver Oil, 3. Fulvic-Humic Energy Blend, 4. IP6 Supreme. Use code BB5 for your discount.Join Dr. Glidden's Membership site here:https://leavebigpharmabehind.com/?via=pgndhealth⁠Code: baalbusters for 25% OFFMake Dr. Glidden Your DoctorBecome a supporter of this podcast: https://www.spreaker.com/podcast/ba-al-busters-broadcast--5100262/support.

Rebuilding solar manufacturing in the U.S. is not just about capital or policy. It is about making the right bets at the right time.It comes down to timing, experience, and the critical decisions.Alex Zhu has spent nearly two decades inside the global solar manufacturing system—from the early rise of Chinese production to failed U.S. factory attempts, and now to building one of the few solar cell manufacturing facilities in America through ES Foundry.In this conversation, Alex explains why he focused on solar cells instead of modules. Module assembly scaled quickly after the IRA. Cell manufacturing remained limited, even though it sits at the center of the supply chain. But that gap is precisely where Alex recognized his greatest strength.Experience.But the ensuing decisions (bets) he made carry real risk.He is betting that the U.S. cannot sustain a domestic solar industry without cell production. He is also building on proven PERC technology, even as the global market moves toward TOPCon. And he is relying on speed, execution, and hard-won experience to make that strategy work.We also get into how his past shaped these decisions, what has changed since earlier U.S. factory failures, how the IRA shifted the economics, and what it actually takes to build a factory, from permitting and infrastructure to workforce and community impact.Expect to learn:

Nikunj Bajaj was born in India, and completed his undergraduate studies there. The intrigue of Silcon Valley in 2013 brought him to the Bay Area, where he got his masters degree from Berkeley. His studies and his time after school supremely informed what he is building now, at his current venture. But outside of tech, he is an outdoorsey person, enjoying running, biking and scuba diving, with his favorite place to dive being Bali. He enjoys playing board games with his friends, and listens to a lot of audiobooks from a wide range of genres.After joining Meta, Nikunj realized that building machine learning models for the company is different than using public ecosystems. The realized early on that machine learning models will hit an inflection point, where the stacks will need to change and adapt. He and his team decided to take on this challenge ahead of that inflection point.This is the creation story of True Foundry.SponsorsUnblockedTECH DomainsMezmoBraingrid.aiLinkshttps://www.truefoundry.com/https://www.linkedin.com/in/nikunj-bajaj-10476824/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

A sermon preached by Ed Crump with Foundry UMC, April 19, 2026, the second Sunday of Easter.   Texts: Isaiah 51:1–6; Luke 24:13–35 April 19, 2026 Good morning. Will you pray with me, May the words of my mouth and the meditations of all our hearts be pleasing to you God, our Rock and our Redeemer. Amen.   There are moments in life when everything you thought was solid… suddenly isn't. Plans collapse. The future you trusted no longer exists. Many of us have had those moments since January 20, 2025. Some of us are dealing with illness or a sick loved one. Some of us have experienced heartbreak. Some of us are lonely. Some of us are feeling financial insecurity. And when we experience those things, usually all we can do is put one foot in front of another.   In our text from Luke this morning, that's where we meet the disciples: Not triumphant.  Not celebrating resurrection.  Not even waiting in hope. They are walking away from Jerusalem. Away from the place where everything fell apart. Away from the cross. Away from hope. Two friends walking away together. They say, “We had hoped…”  And note they use the past tense. “We had hoped he was the one to redeem Israel.”   Not just grief, but disorientation.   Their understanding of God, of justice, of the future has all unraveled. The Jesus they were presented with did not meet their expectations, so they had difficulty recognizing and accepting him. And if we're honest, many of us know that road. We know what it is to say, “I had hoped…” And for some communities, that sense of “we had hoped” is not just a moment or a season, but a painfully long history. A history of displacement, of promises broken, of identity challenged or erased.   Today, as we mark Native American Ministries Sunday, we remember that Indigenous peoples across this land are not abstract names from a history book. They are living communities, with real histories, sacred languages, deep wisdom, and enduring resilience with cultures that existed for thousands of years before their land was taken from them. And many carry stories of disruption and loss that echo, in their own way, that same cry: “we had hoped.” On this special Sunday during Easter Season, I want to read Foundry's WE ARE ON NATIVE LAND statement: When we gather for worship and ministry on the corner of 16th and P, we do so upon the sacred, traditional, and unceded lands of the Anacostan, Massawomack, Susquehannock, Piscataway, and Pomunkey peoples, who were forcibly removed from this area to allow for English settlement. As occupiers of their territory, we recognize them as the original and perpetual stewards of this land and gratefully acknowledge our responsibility for a more honest recounting of our history that empowers us to work for the thriving of all people!     Now hold that ugly, inconvenient reality alongside the voice from the prophet Isaiah we read this morning: “Listen to me, you who pursue righteousness… look to the rock from which you were hewn.” Isaiah is speaking to a people who are also disoriented. They are exiled, displaced, unsure of who they are anymore. In the wake of the Babylonian Exile, everything that once defined them: land, temple, nation, has been stripped away. They are not just geographically displaced; they are spiritually disoriented, wondering if they are still God's people at all. And into that uncertainty, God does not begin with explanation but with invitation: “Look to the rock from which you were [cut].” Isaiah says to remember Abraham and Sarah, how God brought life out of barrenness, promise out of impossibility. In other words, Isaiah is saying, your identity is not determined by your present loss, but by God's enduring faithfulness. Scripture tells us that every human being is made in the image of God. That's why we proclaim that truth in rainbows and banners right out front:  “No matter anything, you are welcome here to be met by our God, who knows you by name, and who loves you, and who wants to have an ever deepening relationship with you. Welcome.” That means no people, no culture, no community is less-than.   Even now, God says, salvation is on the way, not just for you, but as a light for all nations. What feels like an ending is, in God's hands, still unfolding. The prophet Isaiah says: “For the Lord will comfort Zion… will make her wilderness like Eden.” What looks barren is not the end of the story. But here's the tension between our texts from Isaiah and Luke today: On the road to Emmaus, the disciples know the story. They know the Scriptures. They know the promises. And still…they're walking away. They really don't understand what's going on. And then, all of the sudden, without announcement, Jesus comes alongside them. And they don't recognize him. He's not what they expected. Not what they had “hoped for.” Luke tells us, “their eyes were kept from recognizing him.” The risen Christ is right there walking beside them, and they don't recognize him. [PAUSE]   Why don't they know it's Jesus? I don't think it's because they're actually foolish. And I don't think it's because they completely lack faith. Rather, I suspect it's because sometimes grief closes our vision. Sometimes disappointment narrows what we can imagine God doing; or loved ones doing; or our ability to persevere.   And what does Jesus do when the disciples don't recognize him?  …and I think this is one of the most instructive parts of this passage… Jesus listens. He lets them tell the story. Cleopas basically says, ‘Are you the only one in Jerusalem who hasn't heard what happened to Jesus?' …to Jesus. …and what's really amazing is, Jesus lets them tell HIS OWN story and he just listens…he doesn't jump in and say, well of course I know the story, it's about me! He keeps quiet. He lets them name their grief. He lets them speak their dashed hopes out loud. And only then does he begin to reframe things. “Was it not necessary that the Messiah should suffer these things and then enter into his glory?” Beginning with Moses and all the prophets, he reframes the story. Not as failure. Not as defeat. But as part of a larger unfolding, where suffering and glory are somehow, mysteriously intertwined. This is where Luke and Isaiah meet. Isaiah says: Do not trust only what you see. God's future is bigger than your present reality. Jesus says: You are reading the story too narrowly.   But even after this incredible moment of teaching…the Disciples still don't recognize Jesus! Not yet. It's not until they reach the village. Not until there's an invitation. Not until they sit down. Not until they share a meal. In a text clearly designed to evoke the image of the Eucharist it says, “He took bread, blessed it, broke it, and gave it to them.” Then, and only then, do they recognize him. Not in the explanation. Not in the argument. But in the breaking of the bread. In the shared table. In an act of community. And this is exactly why John Wesley refers to Holy Communion as a “means of grace.” An opportunity to have a real encounter with God and Spirit.   According to the UMC website, a “means of grace” in the Methodist and Wesleyan tradition is: “...an ordinary channel—such as prayer, Scripture, or Communion—through  which God invisibly works to strengthen, sanctify, and convey [God's] love to believers. These practices, categorized as works of piety and devotion; mercy and compassion, are not meritorious acts but instruments for receiving grace and cultivating personal and communal holiness.” And in our tradition we celebrate the Eucharist in an “open table” where we invite all who desire to be Christlike—regardless of denomination, membership, or baptismal status—to partake in Holy Communion. And that tells us something about how we understand God's vision. In the Interpretation Bible Commentary on Luke, Fred Craddock notes something profound,  “...Luke here tells us that the living Christ is both the key to our understanding the Scriptures and the very present Lord who is revealed to us in the breaking of bread. His presence at the table makes all believers first-generation Christians and every meeting place Emmaus.” The table is not a place where difference disappears. It is a place where difference is honored, and still, there is room for everyone.  The Gospel is Good News precisely because it declares this inclusiveness and abundance.  There is more than enough in God's economy. And then, just as suddenly, just at the moment they recognize who Jesus is, he vanishes. But something is different. Something has changed in them: “Were not our hearts burning within us while he was talking to us on the road?” The recognition was not just about realizing it was Jesus. It was about becoming people who can fully understand who Jesus is. People whose hearts are awake. People who remember who they are called to be and act accordingly.  And what do they do after they recognize Jesus? They get up, immediately, and go back. Back to Jerusalem. Back to the place they had fled. Because resurrection doesn't just comfort us. It sends us. It calls us to service in the priesthood of all believers. And when it sends us, it sends us not just with ideas, but with action.   The question for us is:  How do we recognize Jesus like the disciples did? How do we live into the love of Christ we are called to embody?     The Wesleyan answer to that question is — of course — through various “means of grace” like prayer and Holy Communion. Let me give a specific example…   One of the most helpful practices I've found to help me improve my conscious contact with God, allowing me to more fully perceive God's presence is Centering Prayer.   Centering Prayer is a simple form of silent, contemplative prayer that invites us to rest in God, not through lots of words or scripted prayers, but through quiet consent to God's presence.    The practice is to choose a “sacred word” like peace, love, grace, or Jesus, and use the word to pray with and connect to God, gently returning to the word whenever our mind wanders.   So the practice is to sit in silence, letting thoughts come and go, always returning to our sacred word as a way of opening ourselves to God.   I want to invite everyone to try Centering Prayer now for a couple minutes to get a taste for the practice:   Sit up straight - comfortable and alert Choose a “sacred word” Take a deep breath in and out And silently introduce your sacred word as a simple prayer.  This is like “placing yourself” in God's presence without effort or expectations.   [2 MINUTES OF SILENCE]     What many people discover is that, over time, this practice makes God's presence more accessible—especially in difficult moments. The sacred word becomes “top of mind” and can readily remind us that God is always here.   What I most of all want to do this morning is encourage all of us to explore various means of grace as we journey through life. To find practices that help us improve our regular conscious contact with God.    [PAUSE] So what does this all mean for us today? It means: Christ meets us on the road we didn't plan to walk. Christ listens to the stories we tell, even when they are full of disappointment. Christ reinterprets our lives in light of a larger hope. And Christ is made known, not just in grand moments, but I think mostly in simple acts: Breaking bread. Sharing space. Welcoming one another. In quiet moments of prayer, meditation, and contemplation. And it also means this: We are ALL invited to be part of what God is doing in the world. Not just as charity. But as a partnership. Not as rescuers. But as people willing to listen, to learn, and to walk alongside.   So if you find yourself today somewhere on that road— Carrying grief… Holding disappointment… Wondering where God is in all of it… …or walking alongside someone who is struggling… Pay attention. Because today's Scriptures tell us we do not walk the road alone. Who is representing Christ to you on your journey?  As we begin to fully perceive, we may also begin to see Christ in one another: in acts of compassion; in truth-telling; in shared table; in repaired relationships. May we, with God's help, not only recognize Christ walking with us, but also be willing to imitate Christ in lives of love, compassion, justice, humility, and shared humanity. Amen.

In this episode of The Circuit, Ben Bajarin and Jay Goldberg dive deep into an action-packed week for the semiconductor industry. Ben shares his firsthand insights from Google Next, detailing the launch of the new TPU v5p and v5i(referenced as 8T and 8I) and Google's strategic shift toward disaggregated training and inference silicon. The duo then pivots to Intel's surprisingly strong earnings, discussing whether the "CPU resurgence" and foundry improvements signal an end to the company's existential crisis. Finally, they analyze the "drama" from the TSMC Symposium regarding High-NA EUV adoption and debate the long-term durability of the current semiconductor bull cycle. 

Shaun digs a little further into the Hate Group funding other Hate Groups. PLUS, Johanna Neuman, former White House Correspondent and author of the upcoming book Trump's Superpower: A Historical Novel About the Founding Fathers & One Founder Mother, talks to Shaun about the collapse of the American character and what the Founding Fathers would think of America now. Gord Magill, third-generation trucker and author of the new book End of the Road: Inside the War on Truckers, talks to Shaun about the longtime intentional deskilling of American truck drivers and how they are now trying to cover-up the deep-seeded problems with technology. And our National Anthem: performed by Las Vegas rock band Foundry!See omnystudio.com/listener for privacy information.

Send us Fan MailHear from Jasper Ribbers the founder of the industry leading 'Get Paid for your Pad' Podcast and the founder of Freewyld Foundry revenue management firmDeep Dive: hear the quickest gains via smart revenue management hacks. Jasper Rivers shares a practical framework for dynamic pricing, pacing, and AI so operators can stop guessing and start making deliberate decisions. • how do you know if your pricing your rooms too high? or too low?• revenue management as pricing plus bookability levers like cancellations, minimum stays, and calendar settings • why “set and forget” pricing tools can fail without the right parameters and regular review • ADR times occupancy as the core revenue equation, and why high occupancy can be a warning sign • booking window thinking, last-minute discount behaviour, and how to get ahead of the market • pacing against market occupancy to spot underpricing or overpricing earlier • balancing higher ADR with strong reviews through expectations and on-the-ground service • where AI helps most right now in revenue management workflows, forecasting and internal tools • what makes properties win in 2026?• amenity ROI with maintenance realities, including low-cost wellness ideas Guest Links:Jasper Linkedin: https://www.linkedin.com/in/jasperribbers/Jasper Instagram:  https://www.instagram.com/jasper.ribbers/Jaspers Book:  https://www.amazon.com/Get-Paid-Your-Pad-Maximize-ebook/dp/B00MXSLEIO?ref_=ast_author_dp&th=1&psc=1Freewyld Foundry Website:  freewildfoundry.com Freewyld Idyllwild Website:  https://freewyld.com/We work really hard to bring you the best content from the best operators in our industry and we do it all absolutely free of charge. All we ask is that you consider leaving us a review on Apple Podcasts or Spotify so we can keep the momentum going. Simply go to the homepage of the podcast and scroll down till you see the stars. Thanks for your support and let's keep getting more people outside.This podcast is powered by Sage Outdoor Advisory the industry leaders in feasibility studies and appraisals. 

Today, we are going on an excursion to the Netherton Foundry workshop, nestled in the Shropshire countryside, to find out about spun iron cookware – something that was essentially extinct in this country until owners Neil and Sue Currie brought it back.Neil and Sue are very kindly sponsoring season 10 of The British Food History Podcast makers of high-quality kitchen and outdoor cookware. Netherton Foundry ships to several countries outside of the UK, including the USA and Canada. Visit www.netherton-foundry.co.uk to find out more about their wonderful products – approved not just by me but by folk such as Tom Parker-Bowles, Diana Henry and Nigella Lawson.We talk about designing the original range (and how the range increased), celebrity requests, why spun iron cookware lost out to aluminium cookware, croustade irons, and how Netherton Foundry cookware brings some extra authenticity to historical foods cooked at home, amongst many other things.Those listening to the secret podcast will hear about the pros and cons of working with copper, how Netherton Foundry go about seeking out their vintage machinery, how their stockpots came to be, their outdoor range, plus more.Netherton Foundry websiteFollow Netherton Foundry on social media: Insta/threads @nethertonfoundry; BlueSky @nethertonfoundry.bsky.social; Facebook https://www.facebook.com/NethertonFoundryIf you can, support the podcast and blogs by becoming a £3 monthly subscriber, and unlock lots of premium content, including bonus blog posts and recipes, access to the easter eggs and the secret podcast, or treat me to a one-off virtual pint or coffee: click here.This episode was mixed and engineered by Thomas Ntinas of the Delicious Legacy podcast.Things mentioned in today's episodeNF Bread Pan with ClocheNF Prospector PansNF Chef's PansVal Stones' Baking SheetNF Croustade IronsNF FlambadouNF Outdoor Cookery RangeVideo: spinning ironVideo: Sue using the croustade ironMana RestaurantFrom the Oven to the Table by Diana HenryRepast and the tiffin tin Jenny LinfordPrevious pertinent blog postsToad-in-the-holeYorkshire Curd TartFour Scone RecipesNeil's blogs and YouTube channel:‘British Food: a History'The British Food History Channel‘Neil Cooks Grigson'Neil's books:Before Mrs Beeton: Elizabeth Raffald, England's Most Influential HousekeeperA Dark History of SugarKnead to Know: a History of BakingThe Philosophy of PuddingsDon't forget, there will be postbag episodes in the future, so if you have any questions or queries about today's episode, or indeed any episode, or have a question about the history of British food please email me at neil@britishfoodhistory.com, or on twitter and BlueSky @neilbuttery, or Instagram and Threads dr_neil_buttery. My DMs are open.You can also join the British Food: a History Facebook discussion page: https://www.facebook.com/groups/britishfoodhistoryMentioned in this episode:A is for Apple Season C has begun!Join Neil Buttery, Sam Bilton and Alessandra Pino for their journey through the letter C on 'A is for Apple: An Encyclopaedia of Food & Drink'. Available wherever you get your podcasts.This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

In this episode, learn how to migrate on-premises Oracle Database workloads to Oracle AI Database@Azure, where Oracle database services run on Oracle Exadata infrastructure located inside Azure datacenters. Then see how, once your database is in place, you can modernize faster by connecting Oracle data to Microsoft Fabric for analytics and building AI experiences with Foundry, Copilot Studio—using familiar Azure tools. Chapters 00:00 - Introduction 00:58 - What is Oracle AI Database@Azure 05:33 - Azure Portal experience 11:30 - Microsoft integrations (Fabric, Foundry) 14:00 - Agentic experience 15:54 - Wrap up & close Recommended resources Learn Docs Azure Product Page Connect Scott Hanselman | Twitter/X: @SHanselman Oracle AI Database@Azure | LinkedIn: linkedin.com/groups/14707004 Azure Friday | Twitter/X: @AzureFriday Azure | Twitter/X: @Azure

In this episode, learn how to migrate on-premises Oracle Database workloads to Oracle AI Database@Azure, where Oracle database services run on Oracle Exadata infrastructure located inside Azure datacenters. Then see how, once your database is in place, you can modernize faster by connecting Oracle data to Microsoft Fabric for analytics and building AI experiences with Foundry, Copilot Studio—using familiar Azure tools. Chapters 00:00 - Introduction 00:58 - What is Oracle AI Database@Azure 05:33 - Azure Portal experience 11:30 - Microsoft integrations (Fabric, Foundry) 14:00 - Agentic experience 15:54 - Wrap up & close Recommended resources Learn Docs Azure Product Page Connect Scott Hanselman | Twitter/X: @SHanselman Oracle AI Database@Azure | LinkedIn: linkedin.com/groups/14707004 Azure Friday | Twitter/X: @AzureFriday Azure | Twitter/X: @Azure

In this episode, Dr. Jockers dives into the world of functional genomics and how understanding your genetic makeup can impact brain function, mood, and overall health. Learn how specific genes influence dopamine and serotonin pathways, affecting everything from stress management to productivity.   Kashif Khan, a leading expert in genetic mind mapping, joins to discuss how genetics shape our behavior and emotional responses. He shares insights into how biohacking your genetics can help you optimize health and prevent burnout.   Discover how to turn genetic weaknesses, like low dopamine, into superpowers by adjusting your lifestyle and nutrition. Kashif also explains how this knowledge can help you make better decisions, manage stress, and improve overall wellness.   In This Episode:  00:00 Adrenaline Memory Imprint 04:24 Kashif Origin Story 05:58 Dopamine Burnout Genetics 09:07 Turning Kryptonite to Focus 10:12 Functional Genomics Framework 12:13 Military PTSD Gene Profile 15:27 Tools to Rewire the Response 19:36 Serotonin Detail and Anxiety 29:03 Vagus Nerve and Supplements 30:38 GABA Sleep and Cortisol 31:44 Simple Sleep Hacks 32:01 DNA Test Roadmap 33:00 Gut Genes Detox Story 35:38 Hormones Brain Link 38:27 Finding The Real Trigger 39:18 Prioritize Your Fixes 41:01 Live Q&A Support 41:57 MTHFR Explained 48:15 Universal Lifestyle Wins 51:07 Collagen Sponsor Break 53:13 Genes And Diet Fit 57:48 Personalized Nutrition Proof 59:09 Where To Follow Kashif 01:00:30 Aging Is Optional 01:02:01 Podcast Wrap Up If you want practical, natural strategies to balance your hormones, heal your gut, boost your energy, and slow aging, don't miss The Dr. Josh Axe Show. Dr. Axe blends ancient wisdom with cutting-edge science and brings on world-class experts for unfiltered conversations you won't hear anywhere else. Transform your health from the inside out and subscribe to The Dr. Josh Axe Show, with new episodes every Monday and Thursday. Looking for a delicious snack that's good for you? Paleovalley Superfood Bars are packed with organic, whole food ingredients like collagen protein, kale, and blueberries—providing all the nutrients your body needs. With flavors like Lemon Meringue and Red Velvet, you can enjoy a treat that supports gut health, joint function, and even wrinkle-free skin. Visit paleovalley.com/jockers and use the code JOCKERS to save 15% on your order today. When it comes to cooking, Chef Foundry offers the perfect solution with their P 600 ceramic cookware, which is free from Teflon, PFAS, and plastic coatings. Made with Swiss-engineered ceramic, this cookware makes it easy to prepare healthy meals without the toxins. Take 20% off with code SAFE20 at chefsfoundry.com/jockers and upgrade your kitchen today. Looking to take your fitness to the next level? Amp Fit offers cutting-edge fitness supplements designed to support your body's performance, endurance, and recovery. Their scientifically-backed formulas fuel your workouts, help you push past plateaus, and ensure faster recovery, so you can train harder and smarter. Whether you're an elite athlete or just starting out, Amp Fit has something to boost your fitness journey. Visit AmpFit.com today! Give your body the best with Bubs! Known for their premium-quality supplements, Bubs focuses on helping you nourish your body with clean, effective ingredients. From their gut-boosting products to their collagen-packed formulas, Bubs ensures you're getting top-tier nutrition. Experience the difference with their natural, organic supplements, made to support digestion, skin health, and overall wellness. Head to BubsNaturals.com and use code BUBS15 to save 15% on your next purchase!     "The key to optimizing your brain function lies in understanding how your genes interact with stress, sleep, and gut health."      Subscribe to the podcast on: Apple Podcast Stitcher Spotify PodBean  TuneIn Radio Resources: Visit paleovalley.com/jockers and use the code JOCKERS to save 15% Take 20% off with code SAFE20 at chefsfoundry.com/jockers Visit AmpFit.com today and use code FIT10 for 10% off your first order Visit BubsNaturals.com and use code BUBS15 to save 15% on your next purchase!     Connect with Kashif Khan: Website: https://kashkhanofficial.com/ Connect with Dr. Jockers: Instagram – https://www.instagram.com/drjockers/ Facebook – https:/www.facebook.com/DrDavidJockers YouTube – https://www.youtube.com/user/djockers Website – https://drjockers.com/ If you are interested in being a guest on the show, we would love to hear from you! Please contact us here! - https://drjockers.com/join-us-dr-jockers-functional-nutrition-podcast/

In this episode, Dr. Jockers breaks down the truth about cellular inflammation and chronic disease, explaining how inflammation is a life-saving mechanism that can turn harmful when it persists. You'll learn how stressors like infections, nutrient deficiencies, and emotional turmoil create a cascade of inflammation that can damage your body over time.   Dr. Jockers dives into the science behind the cell danger response, showing how the body reacts to injury or threat, and what happens when it gets stuck in a self-perpetuating cycle. Discover the role of NFKB in amplifying inflammation and how it can be triggered by damage-associated or pathogen-associated molecular patterns.   Learn simple yet powerful strategies to calm inflammation, from proper sleep and movement to reducing toxin exposure and balancing your diet with anti-inflammatory nutrients. Dr. Jockers provides actionable tips on how to regain control and heal from chronic inflammation. In This Episode:  00:13 Show Welcome Overview 00:45 Health Coaching Plug 03:19 Inflammation Basics 03:52 Why Inflammation Saves 05:58 Modern Stress Overload 06:44 DAMPs PAMPs Explained 07:39 NFKB Riot Analogy 09:31 What Drives NFKB 14:49 Oxidative Stress Triggers 16:11 Omega Fats Prostaglandins 17:23 Cell Danger Response 17:44 Turn Off Inflammation 17:53 Lifestyle Sleep Sun Move 19:51 Nature Toxins Nutrients 22:10 Key Supplements List 23:02 Final Summary Outro   Looking for a delicious snack that's good for you? Paleovalley Superfood Bars are packed with organic, whole food ingredients like collagen protein, kale, and blueberries—providing all the nutrients your body needs. With flavors like Lemon Meringue and Red Velvet, you can enjoy a treat that supports gut health, joint function, and even wrinkle-free skin. Visit paleovalley.com/jockers and use the code JOCKERS to save 15% on your order today. Hair loss isn't just about age—it's about hair follicles getting stuck. AnaGain Nu by Purality Health uses a pea sprout extract clinically shown to reactivate follicles and boost regrowth. With their micelle liposomal delivery, your body absorbs it fast and effectively. Try it risk-free with a 180-day money-back guarantee and get a buy-one-get-one-free deal at RenewYourHair.com -  https://renewyourhair.com/drjm/DRJ.   When it comes to cooking, Chef Foundry offers the perfect solution with their P 600 ceramic cookware, which is free from Teflon, PFAS, and plastic coatings. Made with Swiss-engineered ceramic, this cookware makes it easy to prepare healthy meals without the toxins. Take 20% off with code SAFE20 at chefsfoundry.com/jockers and upgrade your kitchen today.     "Your body uses inflammation to prevent infections from spreading and becoming life-threatening." ~ Dr. Jockers     Subscribe to the podcast on: Apple Podcast Stitcher Spotify PodBean TuneIn Radio     Resources: Snack smarter and save 15% on Paleovalley Superfood Bars with code JOCKERS paleovalley.com/jockers Reignite hair growth with AnaGain Nu, risk-free with a 180-day guarantee and a buy-one-get-one-free deal!  RenewYourHair.com/drjm/DRJ Upgrade to P 600 ceramic cookware and save 20% with code SAFE20 today! chefsfoundry.com/jockers Connect with Dr. Jockers: Instagram – https://www.instagram.com/drjockers/ Facebook – https:/www.facebook.com/DrDavidJockers YouTube – https://www.youtube.com/user/djockers Website – https://drjockers.com/   If you are interested in being a guest on the show, we would love to hear from you! Please contact us here! - https://drjockers.com/join-us-dr-jockers-functional-nutrition-podcast/