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(0:00) Introducing Tulsi Gabbard, US Director of National Intelligence (1:21) The Russiagate Hoax Conspiracy and the dangers of highly politicized intelligence agencies (17:31) Russian interference in 2016, cleaning up intelligence agencies, increasing accountability (25:54) How Tulsi is received in her home state of Hawaii after switching parties, the drastic change of the Democratic Party (30:16) Thoughts on bombing Iran, what impacts her views on foreign policy and war (35:15) The impact of designating drug cartels as terrorist orgs, safety at the Southern Border, China Thanks to our partners for making this happen! Solana: https://solana.com/ OKX: https://www.okx.com/ Google Cloud: https://cloud.google.com/ IREN: https://iren.com/ Oracle: https://www.oracle.com/ Circle: https://www.circle.com/ BVNK: https://www.bvnk.com/ Polymarket: https://www.polymarket.com/ Follow Tulsi: https://x.com/tulsigabbard Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
(0:00) Introducing Vlad Tenev (0:51) Jason tells his story of investing in Robinhood (3:17) Tokenizing securities, offering tokenized shares in OpenAI and SpaceX, controversy (7:29) Operating under Trump vs Biden, why offering tokenized securities for private companies could be revolutionary (17:01) Criticisms around expanding access to sophisticated financial products (19:34) Current landscape of financial companies, Robinhood's future, competing with incumbents (23:28) Harmonic and building mathematical superintelligence Thanks to our partners for making this happen! Solana: https://solana.com/ OKX: https://www.okx.com/ Google Cloud: https://cloud.google.com/ IREN: https://iren.com/ Oracle: https://www.oracle.com/ Circle: https://www.circle.com/ BVNK: https://www.bvnk.com/ Follow Vlad: https://x.com/vladtenev Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
Microsoft and OpenAI are kinda breaking up.
In today's Cloud Wars Minute, I unpack how Oracle's $455B RPO surge signals a massive shift in cloud leadership.Highlights00:15 — We see across the Cloud Wars Top 10 an incredible sense of demand from businesses across the world — to help those businesses create their futures. And in fact, we've now got, just among the four hyperscalers, a pipeline totaling $1.1 trillion. We've got Oracle in the top spot there at $455 billion. Microsoft is number two in the RPO race, $368 billion.01:17 — So here, I've got the four hyperscalers with RPO and the RPO growth rate, then quarterly revenue and quarterly growth rate. Oracle is on the top, its RPO now sits at close to half a trillion dollars, with a growth rate of 359%. Microsoft: $368 billion in RPO, up a whopping 37%, off that huge base. Quarterly revenue for the Microsoft Cloud — almost $47 billion, up 27%.02:25 — AWS' RPO is now $195 billion, up about 25%. That's coming off its Q2 revenue of almost $31 billion, up 17.5%. AWS is growing more slowly than the other hyperscalers. Google Cloud: backlog $106 billion, up 38%. For Q2, Google Cloud revenue at $13.6 billion, up 32%. So it was the fastest-growing in Q1, doing very well here.03:33 — Now altogether, this adds up to $1.1 trillion. I'm just not used to saying “trillion.” Got to get more used to that as this market gets bigger. Oracle CEO Safra Catz said that there were multiple huge deals that Oracle signed for Oracle Cloud Infrastructure, and more coming. Catz said that, “We anticipate that in the near future, Oracle's RPO will reach $500 billion — half a trillion.”04:32 — Going into the future, as AI comes along and changes so much, RPO — or backlog — gives us a great idea of who the hot companies are coming up. And right now, undisputedly, that is Oracle. The other three companies are doing quite well, but I think AWS has become the “slowpoke” in this sprint that the others are undertaking. Visit Cloud Wars for more.
(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win (2:39) What is Google DeepMind? How does it interact with Google and Alphabet? (4:01) Genie 3 world model (9:21) State of robotics models, form factors, and more (14:42) AI science breakthroughs, measuring AGI (20:49) Nano-Banana and the future of creative tools, democratization of creativity (24:44) Isomorphic Labs, probabilistic vs deterministic, scaling compute, a golden age of science Thanks to our partners for making this happen! Solana: https://solana.com/ OKX: https://www.okx.com/ Google Cloud: https://cloud.google.com/ IREN: https://iren.com/ Oracle: https://www.oracle.com/ Circle: https://www.circle.com/ BVNK: https://www.bvnk.com/ Follow Demis: https://x.com/demishassabis Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
(0:00) Introducing Elon Musk, and reflecting on his DOGE experience (2:47) Optimus: Progress and potential, the “hands problem” (12:20) Tesla: AI5 chips, impact on FSD (16:50) SpaceX: Vision for Starlink-enabled smartphones, $17B spectrum deal, Starship update (26:16) xAI: Next-gen Grok models, Colossus 2, scaling laws, “Grokipedia” (31:29) Evolving alongside AI, implosion of the West, the religion vacuum (37:36) Understanding the universe, going to the Moon, what happens on Mars? Thanks to our partners for making this happen! Solana: https://solana.com/ OKX: https://www.okx.com/ Google Cloud: https://cloud.google.com/ IREN: https://iren.com/ Oracle: https://www.oracle.com/ Circle: https://www.circle.com/ BVNK: https://www.bvnk.com/ Follow Elon: https://x.com/elonmusk Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
Riding on momentum from Tuesday's fresh record highs, S&P futures are up +0.3% and pointing to another higher open. Asian markets closed broadly higher, led by the Hang Seng's +1% gain and the Kospi nearing its record high. European equity markets are also firmer in early trades with major benchmarks all edging higher. AI expansion continues to drive positive sentiment in the tech sector, with Asian semis stocks benefiting from a rally in US peers. Oracle surged +28% after reporting strong growth in cloud infrastructure bookings, while Google Cloud shared a bullish update, projecting that at least 55% of its $106B in customer commitments will convert to revenue within two years. Companies Mentioned: KKR, Airbus, Oracle, Google, Chevron
Send us a textTim and Chris dive into the month's most significant tech developments, exploring antitrust rulings, emerging AI security threats, and the financial sustainability of the AI industry.• Google avoids having to sell Chrome in federal antitrust ruling but is barred from exclusive distribution contracts• Cybercriminals deploy "S1ngularity Attack" using LLM prompts to steal credentials from 2,100 GitHub accounts• Cisco reintroduces dedicated wireless certification track with focus on Wi-Fi 6/7 and Meraki technologies• Google Cloud introduces "agentic IAM" services to manage AI agent identities and improve MCP security• Zscaler CEO creates controversy by suggesting customer logs are used for AI training before company clarification• Avaya offers voluntary exit packages to all employees, suggesting potential acquisition or restructuring• OpenAI increases projected spending through 2029 by $80 billion to $115 billion totalShare this episode on social media and tell a friend about the podcast if you enjoyed it. You can find us on all platforms @Cables2Clouds.Purchase Chris and Tim's new book on AWS Cloud Networking: https://www.amazon.com/Certified-Advanced-Networking-Certification-certification/dp/1835080839/ Check out the Fortnightly Cloud Networking Newshttps://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/Visit our website and subscribe: https://www.cables2clouds.com/Follow us on BlueSky: https://bsky.app/profile/cables2clouds.comFollow us on YouTube: https://www.youtube.com/@cables2clouds/Follow us on TikTok: https://www.tiktok.com/@cables2cloudsMerch Store: https://store.cables2clouds.com/Join the Discord Study group: https://artofneteng.com/iaatj
All-In with Chamath, Jason, Sacks & Friedberg: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- (0:00) Introducing Elon Musk, and reflecting on his DOGE experience (2:47) Optimus: Progress and potential, the “hands problem” (12:20) Tesla: AI5 chips, impact on FSD (16:50) SpaceX: Vision for Starlink-enabled smartphones, $17B spectrum deal, Starship update (26:16) xAI: Next-gen Grok models, Colossus 2, scaling laws, “Grokipedia” (31:29) Evolving alongside AI, implosion of the West, the religion vacuum (37:36) Understanding the universe, going to the Moon, what happens on Mars? Thanks to our partners for making this happen! Solana: https://solana.com/ OKX: https://www.okx.com/ Google Cloud: https://cloud.google.com/ IREN: https://iren.com/ Oracle: https://www.oracle.com/ Circle: https://www.circle.com/ BVNK: https://www.bvnk.com/ Follow Elon: https://x.com/elonmusk Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
As Oracle (ORCL) soars on its anticipated cloud revenue prospects, Marley Kayden takes a look at Alphabet's (GOOGL) $100 billion outstanding commitments for Google Cloud. She talks about how the Mag 7 giant can use the expected contracts to add to its already-tremendous 2025 rally. Prosper Trading Academy's Scott Bauer offers an example options trade for Alphabet.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
(0:00) Introducing Palantir CEO Alex Karp (1:10) Understanding Palantir's fans and haters (8:40) Palantir's work at the border, data collection and surveillance, built-in protections (20:02) Israel/Palestine (22:23) Is the West committing suicide? (30:54) Antisemitism (31:52) China's strategy, dealing with cartels (36:46) Why modern Progressivism is not progressive Thanks to our partners for making this happen! Solana: https://solana.com/ OKX: https://www.okx.com/ Google Cloud: https://cloud.google.com/ IREN: https://iren.com/ Oracle: https://www.oracle.com/ Circle: https://www.circle.com/ BVNK: https://www.bvnk.com/ Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
(0:00) Introducing Adena Friedman (1:16) Nasdaq's business, expanding beyond a stock exchange (2:44) Big announcement! Nasdaq will offer tokenized securities, crypto going mainstream, the 24/5 trading schedule (7:21) How the IPO market can change to help companies go public faster (13:37) Evolution of markets: predictions, options, SPVs, secondaries (18:18) State of the stock market, role at the NY Fed, data issues at the Fed Thanks to our partners for making this happen! Solana: https://solana.com/ OKX: https://www.okx.com/ Google Cloud: https://cloud.google.com/ IREN: https://iren.com/ Oracle: https://www.oracle.com/ Circle: https://www.circle.com/ BVNK: https://www.bvnk.com/ Follow Adena: https://x.com/adenatfriedman Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
(0:00) Introducing Mark Cuban, sadness over Luka Doncic (2:38) America's broken healthcare system (15:16) State of the two-party system (19:24) Introducing Tucker Carlson (20:01) The fine line between listening and pandering, is Mamdani the Trump of the Left? (24:27) How to make Americans believe in America again (34:12) AI job displacement (39:29) Lightning round with Tucker: Epstein, Putin, why the West is killing itself, the SSRI epidemic, Iryna Zarutska murder (52:54) Antisemitism and Israel Thanks to our partners for making this happen! Solana: https://solana.com/ OKX: https://www.okx.com/ Google Cloud: https://cloud.google.com/ IREN: https://iren.com/ Oracle: https://www.oracle.com/ Circle: https://www.circle.com/ BVNK: https://www.bvnk.com/ Follow Mark Cuban: https://x.com/mcuban Follow Tucker Carlson: https://x.com/TuckerCarlson Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
“Shadow AI is real—60 to 80% of employees are already using AI at work, whether it's sanctioned or not.” That's the wake-up call from Vinay Goel, CEO of Wald.ai, in a new Technology Reseller News podcast with publisher Doug Green. Goel explains how Wald.ai is helping enterprises and MSPs enable AI safely, in an era when sensitive data is routinely—and often unknowingly—pasted into public AI assistants. Wald.ai acts as a real-time secure proxy between employees and large language models, identifying context, masking sensitive data, and then rehydrating responses—ensuring no trade secrets, HR issues, or financial plans ever leave the company. Unlike traditional DLP, which only catches names or payment data, Wald.ai detects and protects the 85% of sensitive content that standard tools miss. The company's recent partnership with TD SYNNEX and availability on the Google Cloud Marketplace gives MSPs and channel partners a fast track to bring AI security to their customers. For MSPs, Wald.ai is positioned as a simple, self-service platform with no heavy learning curve—plus bundled access to leading AI models like ChatGPT, Gemini, Claude, and Grok without separate agreements. Goel highlights early adoption in regulated industries such as finance, healthcare, and law, but emphasizes the platform's horizontal value: “Every sector has trade secrets worth protecting, from supply chains in manufacturing to product roadmaps in tech.” Learn more at wald.ai
Join us with Guillaume Laforge, co-founder of the Apache Groovy programming language and Developer Advocate for Google Cloud Platform. We'll explore Guillaume's journey from creating one of the JVM's most popular dynamic languages to his current work at Google focusing on serverless technologies and generative AI with Gemini.Guillaume will share insights on Groovy's evolution and continued relevance in modern development, plus his perspective on how traditional programming languages intersect with AI technologies. As a Java Champion, co-author of "Groovy in Action," LangChain4j committer, and ADK contributor, he brings unique insights on the evolution of JVM languages in the cloud-native and AI era.Whether you're interested in Groovy, Google Cloud, or the future of JVM languages, this episode offers valuable perspectives from a key figure in the Java ecosystem.Show Notes:Guillaume LaforgeGroovy Programming LanguageCommunity over Code ConferenceSpring AILangchain4jADK for Java
Send us a textIn this episode of What's New in Cloud FinOps, hosts SteveO and Frank discuss the latest advancements in cloud FinOps, including Amazon's new EC2 P6EGB200 Ultra Servers, cloud migration strategies, and innovations in data management and storage. They also explore cost management techniques, pricing changes, and the impact of AI on troubleshooting and monitoring. The conversation wraps up with a call for engaging discussions with listeners.
(0:00) Introducing Secretary Wright (1:09) Nuclear, China's approach (4:02) Increasing energy output, how the climate change complex slowed us down, problems with solar and wind (11:32) Debating renewables vs nat gas and coal (18:40) Chamath's energy framework (21:42) Addressing challenges: budget cuts to research labs, residential energy cost increases due to datacenter demand, speeding up nuclear development Thanks to our partners for making this happen! Solana: https://solana.com/ OKX: https://www.okx.com/ Google Cloud: https://cloud.google.com/ IREN: https://iren.com/ Oracle: https://www.oracle.com/ Circle: https://www.circle.com/ BVNK: https://www.bvnk.com/ Follow Secretary Wright: https://x.com/SecretaryWright Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
Robinson Burkey is the Co-Founder of the Wormhole Foundation. With an impressive track record spanning nearly a decade, Robinson has consistently excelled in leading growth and go-to-market strategies for startups, making a significant impact in the crypto industry since 2021. Prior to joining the Wormhole Foundation, Robinson held a key position at Acala, where he spearheaded Business Development and Ecosystem efforts within the Polkadot ecosystem. As a co-founder, Robinson is dedicated to accelerating the foundation's growth trajectory and fostering the widespread adoption of Wormhole as the leading interoperability platform powering multichain applications and bridges at scale. Wormhole provides developers, institutions, and users seamless connectivity between over 40 leading blockchain networks. The wider Wormhole network is trusted and used by teams like BlackRock, Apollo Global, VanEck, Google Cloud, Circle, and Uniswap. To date, the platform has enabled over $60 billion in all-time multichain volume, the most of any protocol in the world. In this conversation, we discuss:- NYC is the Silicon Valley of crypto - Interoperability - Wormhole connecting 30+ blockchains with 1B+ messages processed - Fixing the liquidity fragmentation issue - Cross-chain communication - Wormhole's Native Token Transfer (NTT) - Routing liquidity - Current ecosystem around DATs - Securing the most value between all blockchains - Stablecoins are still crypto's killer use case WormholeWebsite: wormhole.comX: @wormholeTelegram: t.me/wormholecryptoRobinson BurkeyX: @robinsonLinkedIn: Robinson Burkey---------------------------------------------------------------------------------This episode is brought to you by PrimeXBT.PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers. PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50 This promotion is available for a month after activation. Click the link below: PrimeXBT x CRYPTONEWS50
Tras 20 meses de operación, Banorte acuerda la venta de Bineo, su banco digital | Inicia prueba piloto para el registro de usuarios de telefonía móvil | Gobierno de México enfrenta 14 incidentes relevantes de ciberseguridad | La adopción de GenAI en México es casi equivalente a la AI tradicional | La Agencia Digital del Estado de México es una de las historias innovadoras | Así lo dijo el presidente para AL de Google Cloud, Eduardo López | El director de Banca minorista de BBVA México, Hugo Nájera, nos comparte el prompt que le cambió la vida | Rodrigo Iglesias, director de Sistemas del Centro Oncológico Internacional, nos da el IT Masters Insight
At the EUVC Summit 2025, the “Impact Leader of the Year” award went to a voice that's impossible to ignore—and equally impossible to copy.Hampus Jakobsson, General Partner at Pale Blue Dot, was honored for his relentless push to bring urgency, clarity, and conviction to climate investing.The award, presented by Google Cloud, recognized not just a fund or a firm, but a force in the ecosystem—someone who has helped reshape the narrative on impact itself.As Google Cloud put it:“Innovation isn't just the next feature. It's about who's solving the world's most pressing challenges.”What Hampus and the Pale Blue Dot team have done is create a space—both intellectually and practically—that brings together VCs, LPs, founders, and operators who actually want to build things that matter.From climate investing as a sector (not a virtue), to challenging LPs who see ESG as a checkbox, to advocating for clarity over carbon offsetting theatre—Hampus has never opted for the easy soundbite.When he came back to the stage to accept the award, Hampus didn't offer a speech. Just a sharp observation—about his T-shirt:“Some smart people noticed my T-shirt today. It's not the Zuckerberg one that says ‘We need more emperors.' It's the one that says—‘We need fewer emperors.'”Because that's the vibe:Less ego.Less bluster.More building.More impact.Hampus leads not with scale, but with substance.Not with "thought leadership", but with actual thought.He reminds the ecosystem that climate investing is:UrgentSmartPotentially enormousAnd yes, a little uncomfortable—because it means changing how capital behavesCongratulations to Hampus Jakobsson—Impact Leader of the Year.Let's keep turning clarity into action. And ambition into outcomes.Not Just Widgets. Not Just Warm Words.We Need Fewer EmperorsLeadership That Leaves a Mark
Digital sovereignty is an issue that has been bubbling away in the background of IT for some time but doesn't often see the limelight. In this episode of the ITPro Podcast, we've decided to change that.From sovereign clouds to AI, Jane McCallion and Ross Kelly dig into what digital sovereignty is, how it's being used, and its relationship with AI, cloud, and national data regulations.Highlights“The World Economic Forum describes digital sovereignty as the ability to have control over your own digital destiny andI think that's a really great way of describing it. And when you look at how the EU has positioned itself in recent years, that certainly is the key focus there – it's all about … maintaining control.”“You can't understate the impact of regulatory compliance in the EU – that's the huge driving factor, Microsoft, AWS, Oracle, Google Cloud, they wouldn't be bending over backwards if they didn't know the risks there. And for individual organizations as well as customers of these providers, they're the ones that are pushing for this because they're conscious of their compliance as well.”Related linksSovereign cloud services are now the “bare minimum” expected by customers, and hyperscalers are scrambling to meet demandWhat the new Microsoft Sovereign Cloud push means for European customersAWS says only Europeans will run its European Sovereign Cloud serviceWhat is a sovereign cloud?SAP wants to take data sovereignty to the next level with new 'on-site' infrastructure optionsHPE launches exclusive sovereign cloud offering for the channel
The following article of the Tech industry is: “The Present and Future of Generative AI in Mexico” by Julio Velázquez, Managing Director, Google Cloud.
Welcome to the Cloud Wars Minute — your daily cloud news and commentary show. Each episode provides insights and perspectives around the “reimagination machine” that is the cloud.In today's Cloud Wars Minute, I spotlight Google's stunning 33x reduction in AI power consumption, what it means for the future of sustainable tech, and how bold innovation is driving the AI revolution forward. Highlights00:23 — Google says it has achieved a 33x reduction in power consumption for Gemini apps' text prompts. A remarkable number. Google, rather than just saying, “Well, hey, we're going to go invest all our money in getting as many users as we can, and we'll deal down the road with some of the energy implications,” have said, “No—now is the time to do it.”01:37 — Now it's got a larger metric here that it uses for the total—what it calls carbon footprint—down by 44x. All of the details behind this have been released in a blog post by a couple of executives.02:31 — Google has adopted a completely end-to-end approach to doing this, where it's taking a look at all of the different technology up and down its stack that could have an input on this. And the data it's collecting is going to give them a fantastic foundation to continue this effort into the future.The AI Revolution, we can safely say now, is not going to boil the Earth.AI Agent & Copilot Summit is an AI-first event to define opportunities, impact, and outcomes with Microsoft Copilot and agents. Building on its 2025 success, the 2026 event takes place March 17-19 in San Diego. Get more details. 03:42 — Several years ago, Google Cloud was number nine on the Cloud Wars Top 10. I'm not sure at the time why it was not number ten, but it had fantastic technology, but could not fully put that in the service of their customers. It was sort of like a mismatch. It's harnessed it over the last several years, under Thomas Kurian, to be fully in service of what customers want and need.04:44 — These breakthroughs by Google and Google Cloud, across the board (again, the details of this in the article coming up later today) show that there's incredible potential to keep doing this. And I think it's this power of innovation that says: Don't be afraid of big ideas. Go after them. Dig into it. Try new approaches to it. There are better ways forward. Visit Cloud Wars for more.
In today's Cloud Wars Minute, I dive into Snowflake's record-breaking Q2 performance and explore how CEO Sridhar Ramaswamy is positioning the company for long-term AI-driven success.Highlights00:14 — Snowflake has been a remarkable story of growth and achievement—category creation here around the AI Data Cloud—and it reported last week a very strong Q2 with product revenue up 32% to $1.09 billion. That's the first time it has topped $1 billion. That's the good news. The bad news is that the competition is really intensifying.01:16 — CEO Sridhar Ramaswamy said, “We're also trying to continue to push out new AI solutions and technology as rapidly as possible.” There are startups and similarly sized companies, such as Databricks and Palantir, coming after it in that core market. But also bigger players (SAP, Oracle, Microsoft, Google Cloud, and others) are getting more deeply into this AI Data Cloud space.02:06 — Ramaswamy feels that Snowflake is very well positioned around this end-to-end data lifecycle spot that it has. He has been repeating relentlessly over the 18 months he's been CEO that businesses cannot have a successful AI strategy unless they first have a successful data strategy and are able to execute on that data very, very forcefully and consistently.03:30 — I mentioned Palantir, talked about them some last week—and the phenomenal Q1 it had. It grew 48%. So I really applaud Snowflake for 32% growth. But here's Palantir in a similar space—analytics and AI—growing 48%, which is a 50% higher growth rate than what Snowflake just posted. Databricks is growing very rapidly as well, doing some good things.03:54 — Lots of competition there, but—as always in the Cloud Wars—the biggest winners are always, always the customers. Later, we'll have a long, detailed article on Cloud Wars about Snowflake's Q2 results, perspectives from Ramaswamy, and some of my own thoughts about how this all shapes out. Visit Cloud Wars for more.
Third Edition of the National AI Meet announced as Industry, Academia and Policy Experts to convene in Galway TechIreland has announced that the third edition of the National AI Meet will take place in Galway on 18th September, bringing together senior leaders from industry, academia, and public policy to highlight Ireland's growing role as a leader in AI adoption across business and society. The event will be officially opened by Minister Niamh Smyth TD, Minister of State at the Department of Enterprise, Trade and Employment, with responsibility for Trade Promotion, Artificial Intelligence, and Digital Transformation. National AI Meet, Galway September 18th A curated cohort of over 300 businesses (invite-only) from diverse sectors across the island are expected to attend, reflecting the wide-reaching impact of AI on both technology and non-tech industries. The top teams from this year's National AI Challenge will also showcase their solutions at the Meet. The National AI Meet has received longstanding support from Enterprise Ireland, IDA Ireland, InterTradeIreland, Data2Sustain European Digital Innovation Hubs, and global AI leaders including Google and OpenAI - reinforcing Ireland's unique standing in AI talent, research, and innovation. This year's programme features top executives from the likes of CeADAR, Údarás na Gaeltachta and Iarnród Éireann (Irish Rail), alongside multinationals such as Genesys and Workhuman, and Irish startups like Jentic and Success.co. Expert panels will cover topics ranging from AI Agents and manufacturing automation, to future skills-needs, underscoring the Meet's objective in supporting AI adoption across the Irish workforce. In last year's event, more than 200 leadership team members participated, 60% were high potential companies and multinationals with significant R&I in Ireland, 17% from the public sector, 8% academics and research community. 45% of attendees were from Dublin, 25% from the host city - Galway and the remainder representing more than 18 counties from Belfast to Cork and Donegal to Waterford. Inspired by Ireland's refreshed National AI Strategy - AI: Here for Good (2024), and strengthened by the presence of nearly all leading AI multinationals in Ireland, world-class universities offering cutting-edge programmes, and a vibrant indigenous ecosystem of more than 4,000 technology startups, Ireland has a unique opportunity to be a global frontrunner in ethical and human-centric AI adoption. Organisers and partners look forward to welcoming industry leaders at the National AI Meet in Galway, and working together to place Ireland at the forefront of innovation. Acknowledgements TechIreland is grateful to all partners; Enterprise Ireland, Data2Sustain EDIH, InterTradeIreland, Google Cloud, IDA Ireland; supporters OpenAI, Iarnród Éireann and Údarás na Gaeltachta; and co-sponsors ITAG, Bank of Ireland, Technology Ireland ICT Skillnet, and Code Institute for their collaboration and support. Commentary from Key Stakeholders Brian Caulfield, TechIreland: ''Over the past three years, TechIreland's National AI Meet has continued to grow, welcoming an ever-larger number of participants. This momentum reflects the increasing interest in and support for artificial intelligence adoption across the island of Ireland. I hope this event will provide further impetus for deeper conversations and stronger collaboration in the years ahead.'' Donnchadh Cullinan, Enterprise Ireland: "Enterprise Ireland is proud to support the National AI Meet, a key initiative that reflects our strategy to accelerate sustainable Irish business. By connecting startups, scale-ups, and global leaders, the Meet fosters innovation, competitiveness, and collaboration - driving AI adoption that helps Irish companies start, scale, and lead globally. It's a powerful platform for accelerating real-world transformation across sectors." John Durcan, IDA Ireland: ''It is great to see TechIreland going from strength to strength, t...
The U.S. is stepping deeper into crypto and markets are feeling it. Powell's Jackson Hole speech warned against cutting rates too soon, while Trump's move to oust Fed Governor Lisa Cook sparked a legal fight over Fed independence. At the same time, the Commerce Department is publishing GDP data on-chain through Chainlink, and Google Cloud unveiled a new blockchain (GCUL) for institutions. Banks are lobbying against stablecoins, the U.S. is taking a 10% stake in Intel but not Nvidia, and Bitcoin faces pressure as transaction fees hit their lowest since 2011 and a whale dumped 24,000 BTC, driving the price below $110K.
Nvidia's (NVDA) earnings overshadowed Alphabet's (GOOGL) march to new all-time highs. LikeFolio's Megan Brantley notes the Mag 7 company's growth in Google Cloud far outpacing Amazon's (AMZN) AWS and Microsoft's (MSFT) Azure as a leading driver behind the rally. She points to a "vulnerability" in search revenue if Alphabet is forced to divest Google Chrome, adding that Chrome's search dominance is only gaining traction.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
In today's Cloud Wars Minute, I explore how explosive AI demand is driving massive infrastructure deals like the one between Google Cloud and Meta.Highlights0:03 — Google Cloud has entered into a six-year agreement with Meta that's reportedly worth over $10 billion. The deal encompasses a variety of services, including use of Google Cloud servers, storage, and networking facilities. This is a significant deal in terms of the relationship between Meta and Google, both of which are continuously battling for dominance in the ad spend space.00:52 — As the demand for cloud capacity surges, such deals are not just important, but crucial, given the fierce competition among top cloud infrastructure providers. And my colleague Bob Evans recently reported on the explosive demand for AI services — and how this demand has led to four companies spending a combined billion dollars a day on capital expenditure in Q2.01:29 — Currently, Google Cloud holds the second position in the Cloud Wars Top 10. However, more deals like this — especially those that mean potential losses for Microsoft — could soon elevate Google Cloud to the top spot. Visit Cloud Wars for more.
Databases are shifting from passive engines to reasoning tools for artificial intelligence, according to Google Cloud's Yasmeen Ahmad. She joined Bloomberg Intelligence senior technology analyst Mandeep Singh to discuss how AI agents are reshaping the market, citing production use cases involving retrieval-augmented generation and tokenization. Ahmad pointed to rising demand for databases and said Google's infrastructure — including its in-house chips and large language models — gives the company an edge in addressing return-on-investment concerns tied to AI adoption.
De cryptomarkt heeft het lastig deze week. Bitcoin schommelt rond de 113.000 dollar en dat is duidelijk lager dan de recordstanden van twee weken geleden, toen de koers nog 124.000 dollar aantikte. Daarmee heerst er een sfeer van onzekerheid. Toch zijn er altcoins die beter presteren. Ethereum houdt al weken een sterke lijn vast en noteert rond de 4.600 dollar, dichtbij het oude koersrecord. Solana valt eveneens op met een stijging van dertien procent tot 210 dollar. De markt balanceert zo tussen hoop op nieuwe records en vrees voor een verdere terugval. Tegen deze achtergrond liet Google nieuwe plannen zien om de cryptowereld binnen te stappen. Het bedrijf presenteerde Google Cloud’s Universal Ledger, een blockchainplatform dat in 2026 operationeel moet zijn. Het platform is gericht op financiële instellingen die toepassingen willen ontwikkelen met cryptotechnologie. Denk daarbij aan de uitgifte van stablecoins of het tokeniseren van financiële assets, waarbij eigendomsrechten en waardepapieren via de blockchain beheerd kunnen worden. Google richt zich nadrukkelijk niet op consumenten, maar positioneert het platform als infrastructuur voor banken, fintechs en andere bedrijven. Volgens Google is het onderscheidend vermogen van het Universal Ledger dat het een neutraal alternatief wil bieden. Waar bedrijven als Stripe en Circle hun eigen commerciële belangen hebben, zegt Google niet gebonden te zijn aan de financiële wereld. Daarmee hoopt het concern een breed scala aan klanten aan te trekken. Bovendien beschikt Google over een groot voordeel: de bestaande gebruikersbasis van Google Cloud, waar de blockchain-diensten eenvoudig aan toegevoegd kunnen worden. Toch blijven er volop alternatieven bestaan, van publieke netwerken als Ethereum en Solana tot infrastructuur van andere grote fintechs. Solana zelf komt ondertussen met een opvallende uitbreiding richting hardware. Het bedrijf Play Solana, los van de officiële Solana Foundation, kondigde een eigen gamingconsole aan: de PSG1. Dit apparaat doet qua uiterlijk denken aan de klassieke handheld-consoles, maar heeft ingebouwde functies voor cryptowallets en Web3-toepassingen. Het succes van de PSG1 hangt voor een groot deel af van de beschikbaarheid van spellen. Een groot ecosysteem van ontwikkelaars ontbreekt vooralsnog, maar bij de aanschaf van de console krijgen kopers gratis cryptomunten, wat voor extra belangstelling zorgt. Daar blijft het niet bij, want ook de tweede Solana-smartphone, de Seeker, is inmiddels uitgeleverd. Deze midrange-telefoon kost ongeveer 500 euro en trok vooral kopers door de belofte van gratis tokens, voornamelijk memecoins. Daarmee weet Solana zich te onderscheiden als een van de weinige cryptoprojecten die ook hardwareproducten ontwikkelt. Voorlopig lijkt het succes van de apparaten vooral samen te hangen met de waarde van de extra crypto die bij aanschaf wordt meegeleverd. Deze week in de CryptocastEen gesprek met Jasper Bets van de Autoriteit Financiële Markten. De AFM is toezichthouder op de cryptosector sinds de introductie van de Europese cryptowet MICAR, en samen met Bert Slagter blikken we terug op het uitdelen van de eerste vergunningen. Daar ging een hoop goed, maar ook wat dingen fout. En we kijken naar de rest van Europa, want in andere landen, zoals Malta, zitten toezichthouders die wat minder streng zijn... En die bedrijven mogen nu wél op de Nederlandse markt opereren. Met Daniël Mol bespreken we elke week de stand van de cryptomarkt. Luister live donderdagochtend rond 8:50 in De Ochtendspits, of wanneer je wilt via bnr.nl/podcast/cryptocast See omnystudio.com/listener for privacy information.
Today's blockchain and cryptocurrency news Bitcoin is up slightly at $111,320 Eth is up slightly at $4,615 XRP, is down slightly at $2.99 Google Cloud's blockchain reaches private testnet CFTC down to one commissioner MetaMask rolls out social login Trump Media, crypto.com, Yorkville team up for CRO strategy Numerai secures $500M from JPMorgan Learn more about your ad choices. Visit megaphone.fm/adchoices
Send us a textWhat happens when three major cloud providers each reimagine network design from scratch? You get three completely different approaches to solving the same fundamental problem.The foundation of cloud networking begins with the virtual containers that hold your resources: AWS's Virtual Private Clouds (VPCs), Azure's Virtual Networks (VNets), and Google Cloud's VPCs (yes, the same name, very different implementation). While they all serve the same basic purpose—providing logical isolation for your workloads—their design philosophies reveal profound differences in how each provider expects you to architect your solutions.AWS took the explicit control approach. When you create subnets within an AWS VPC, you must assign each to a specific Availability Zone. This creates a vertical architecture pattern where you're deliberately placing resources in specific physical locations and designing resilience across those boundaries. Network engineers often find this intuitive because it matches traditional fault domain thinking. However, this design means you must account for cross-AZ data transfer costs and explicit resiliency patterns.Azure flipped the script with their horizontal approach. By default, subnets span across all AZs in a region, with Microsoft's automation handling the resilience for you. This "let us handle the complexity" philosophy makes initial deployment simpler but provides less granular control. Meanwhile, Google Cloud went global, allowing a single VPC to span regions worldwide—an approach that simplifies global connectivity but introduces new challenges for security segmentation.These architectural differences aren't merely academic—they fundamentally change how you design for resilience, manage costs, and implement security. The cloud introduced "toll booth" pricing for data movement, where crossing availability zones or regions incurs charges that didn't exist in traditional data centers. Understanding these nuances is crucial whether you're migrating existing networks or designing new ones.Want to dive deeper into cloud networking concepts? Let us know what topics you'd like us to cover next as we explore how traditional networking skills translate to the cloud world.Purchase Chris and Tim's new book on AWS Cloud Networking: https://www.amazon.com/Certified-Advanced-Networking-Certification-certification/dp/1835080839/ Check out the Fortnightly Cloud Networking Newshttps://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/Visit our website and subscribe: https://www.cables2clouds.com/Follow us on BlueSky: https://bsky.app/profile/cables2clouds.comFollow us on YouTube: https://www.youtube.com/@cables2clouds/Follow us on TikTok: https://www.tiktok.com/@cables2cloudsMerch Store: https://store.cables2clouds.com/Join the Discord Study group: https://artofneteng.com/iaatj
Back in 2017, Google published the research that sparked the entire generative AI boom. But when OpenAI launched ChatGPT in 2022, Google was caught off guard. Fast forward to 2025, and Google's own AI, Gemini, is no longer a rushed response. It's a full-grown product, one the company is pushing hard by bundling it with Workspace and Google Cloud. In India, that strategy is already visible. Enterprises are adopting Gemini for everything from customer service to search to creative media. But here's the twist: India's cloud market is big on adoption but light on innovation, which means price matters. And Google is betting Gemini will give it the edge.Tune in.Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
TechCrunch will announce the 2025 Startup Battlefield 200 list on August 27, 2025, featuring selected early-stage startups that will present at Disrupt 2025 in San Francisco from October 27 to 29. The event will include live pitches and demonstrations, with the Top 20 finalists competing for a $100,000 prize and the Disrupt Cup. Previous winners include Salva Health, recognized for early breast cancer detection technology, and geCKo Materials, noted for advancements in adhesive technology. The program is led by Isabelle Johannessen and is sponsored by Google Cloud.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
¡Bienvenidos amigos de Desde el Paddock! Un episodio más lleno de noticias, dinámicas y todo lo que necesitas saber rumbo al GP de Holanda y al notición del verano en la Formula 1.Semana cargada de noticias en el mundo del automovilismo. ¡Es oficial! Checo Pérez regresa a la Formula 1 en 2026 con Cadillac. Analizamos qué significa este fichaje para él, para la máxima categoría y para el automovilismo mexicano. Además, Valtteri Bottas será su compañero de equipo. ¿Cómo será la dupla Checo–Bottas? Recordamos sus etapas en Red Bull y Mercedes para comparar lo que podemos esperar ahora con la escudería americana.También seguimos con el tema del reglamento 2026: Nikolas Tombazis desde la FIA afirma que los autos serán entre 1 y 2.5 segundos más lentos al inicio, mientras que Piero Rodarte asegura que podrían ser incluso más rápidos, con rectas arriba de 400 km/h. Andrea Stella, por su parte, confía en que McLaren mantenga su solidez en la nueva era gracias a la eficiencia aerodinámica y los sistemas que ya le han dado resultado.En la previa del GP de Holanda repasamos el circuito de Zandvoort, las expectativas de la carrera y nuestras predicciones. Además, Munir trae la dinámica con CalienteMX para ponerle más emoción al fin de semana.En la sección de #PregúntaleAMemo respondemos a la comunidad: ¿se convertirá McLaren en la nueva batalla tipo Hamilton vs Nico? Y, ¿hay equipos que ya tiraron la toalla en esta temporada?No podía faltar Alex Facts con la Formula E: expansión a China con hasta cuatro carreras, innovaciones de accesibilidad con Google Cloud y RNIB para fans con discapacidad visual, y las palabras de Jeff Dodds asegurando que la brecha con la Formula 1 se cierra cada vez más con los Gen4 y Gen5.En NASCAR vivimos un final épico en Daytona con la Coke Zero Sugar 400. Daniel Suárez protagonizó una remontada espectacular y Ryan Blaney se llevó la victoria en un photo finish de cuatro autos. ¿Qué significa este resultado para los playoffs? Lo analizamos.Sigue interactuando con nosotros para aparecer en la sección de #PregúntaleAMemo, donde tus preguntas serán respondidas con análisis directo, claro y al grano.Gracias por ser parte de Desde el Paddock. Recuerda seguirnos en todas nuestras redes para no perderte dinámicas exclusivas, anuncios y contenido que compartimos con la comunidad.
Summary del Show: • Wall Street sube antes del discurso de Powell en Jackson Hole, con cautela tras la revisión a la baja de payrolls y la expectativa de señales sobre futuros recortes de tasas. • La administración Trump evalúa redirigir $2B del CHIPS Act hacia minerales críticos, impulsando a compañías como $ALB en la carrera por recursos estratégicos. • Meta $META firma un acuerdo de $10B con Google Cloud $GOOG para cubrir demanda inmediata de infraestructura AI mientras construye sus propios centros de datos. • Nuro recauda $203M con el respaldo de Uber $UBER y Nvidia $NVDA, alcanzando $6B de valoración y reforzando su apuesta por la conducción autónoma en EE.UU.
In today's Cloud Wars Minute, I look at how the four hyperscalers are now spending a billion dollars every day on CapEx to keep up with explosive AI demand.Highlights00:19 — The four hyperscalers — AWS, Microsoft, Google, and Oracle — are now spending, as of Q2, a combined billion dollars a day on CapEx to try to keep up with explosive AI demand. Here's where these numbers come from. And I will say here, I'm calling it Q2, but Oracle's quarter ended May 31.01:00 — But these are very close for the four CapEx spending numbers for the four hyperscalers: AWS, $31.6 billion; Microsoft, about $27 billion. Google Cloud, $22.4 billion. Oracle, $9.1 billion — far more than Oracle has ever spent before. That's a total of $90.1 billion. We had 91 days in the quarter. So yeah, I cheated a little. It's actually $990.1 million per day. But I got a little crazy.02:02 — Andy Jassy, the CEO of Amazon said, “You know, this is a new industry. It's pretty crazy. You know, we've built at AWS a $123 billion annualized run rate business, and we're still in the early days.” All of the business leaders are realizing that to be able to compete going forward, they're going to have to turn their businesses into AI-powered enterprises.03:20 — They don't see this as a one-time seasonal boom that will go back down. They all say, “We think we're going to be spending at these rates going forward.” Oracle CEO Safra Catz, reflecting on the $9 billion that Oracle spent in its quarter ended May 31, said for the coming year, “We are expecting to spend more than $25 billion in CapEx — way more than ever before.”04:05 — CFO Amy Hood gently guided the questioner through this, saying, “That is a lot of money, there's no question about it. But our RPO, or remaining performance obligation — we have future commitments at Microsoft Cloud for $368 billion in customer contracts, and we don't currently have enough capacity to meet that. It's going to continue to go up.” Visit Cloud Wars for more.
From the environmental costs of data centers to the cultural biases baked into today's models, Paul Roetzer and Cathy McPhillips answer your questions from our 50th Intro to AI class. Throughout the episode, they unpack the gray areas of AI-generated content, debate what the rise of agents means for work, and consider how creatives can stay ahead with AI. Show Notes: Access the show notes and show links here Timestamps: 00:00:00 — Intro 00:05:13 — Question #1: Which environmental concern feels most urgent for the AI industry to solve? 00:07:58 — Question #2: How well do AI models reflect diverse languages and cultures? 00:10:25 — Question #3: What risks and ownership issues come with AI-generated video and images in marketing? 00:15:26 — Question #4: What are the best ways to start experimenting with AI agents? 00:18:22 — Question #5: Is there value in using multiple AI platforms to cross-check results? 00:22:06 — Question #6: How should businesses weigh built-in AI assistants versus standalone tools like ChatGPT? 00:24:30 — Question #7: Are we moving toward a standardized way for websites to guide how AI systems interact with their content? 00:29:27 — Question #8: How do you see different search engines being used or leveraged by AI companies? 00:32:24 — Question #9: How do you choose the right AI model for marketing, HR, and sales tasks? 00:34:56 — Question #10: What role do you see AI playing in building and managing communities? 00:38:31 — Question #11: What frameworks should teams use when integrating AI into CRM or workflow automation to keep systems scalable and secure? 00:40:51 — Question #12: What are the most common mistakes companies make when trying to ‘force-fit' AI into a workflow? 00:42:23 — Question #13: Which AI tooling is best suited to develop and monitor a marketing communications strategy at SME vs. enterprise scale? 00:45:11 — Question #14: Do you think AI fluency will become a baseline requirement for executives?00:46:55 — Question #15: What should creatives in fields like graphic design or UX/UI be thinking about as AI continues to evolve? 00:52:29 — Question #16: How do you see coding and technical skills as careers in a world where today's kids will grow up with AI?00:55:35 — Question #17: What's the best way to handle situations when AI gets things wrong, and how do you approach fact-checking? 00:58:39 — Question #18: If you had to narrow it down to just one ethical principle that matters most right now, which would it be and why? 01:00:48 — Question #19: How should companies address internal concerns around data privacy, compliance, and governance? 01:01:53 — Question #20: Which AI applications do you expect to break through sooner than people think? This episode is brought to you by Google Cloud: Google Cloud is the new way to the cloud, providing AI, infrastructure, developer, data, security, and collaboration tools built for today and tomorrow. Google Cloud offers a powerful, fully integrated and optimized AI stack with its own planet-scale infrastructure, custom-built chips, generative AI models and development platform, as well as AI-powered applications, to help organizations transform. Customers in more than 200 countries and territories turn to Google Cloud as their trusted technology partner. Learn more about Google Cloud here: https://cloud.google.com/ This episode is brought to you by AI Academy by SmarterX. AI Academy is your gateway to personalized AI learning for professionals and teams. Discover our new on-demand courses, live classes, certifications, and a smarter way to master AI. Learn more here. Visit our website Receive our weekly newsletter Join our community: Slack LinkedIn Twitter Instagram Facebook Looking for content and resources? Register for a free webinar Come to our next Marketing AI Conference Enroll in our AI Academy
[00:01:00] - When you think about your own journey, what pulled you into product marketing in the first place, and how has that perspective evolved across Salesforce, Box, MuleSoft, Google Cloud, and now Canva?[00:06:00] - Can you unpack what your LinkedIn bio quote means: "A good platform is a good story and a good story is also a good platform"?[00:10:00] - Two-part question:In some ways this means that the company has to be at a certain level, right? Early stage startups aren't really gonna have ecosystems - is that something you look for in your next role?What is ecosystem? Break it down - what does ecosystem marketing entail, maybe your day-to-day or week to week of what that's like to be an ecosystem marketer?[00:17:00] - Let's talk about building a product marketing team in a global environment, multiple offices around lots of time zones. How do you approach that? How do you even think about that? And has anything changed in how you think about this coming out of Covid?[00:22:00] - What's one piece of advice that you wish you had earlier in your product marketing career? Or what would you wish you could go back and tell yourself 10, 15 years ago?[00:30:00] - What's inspiring you right now, outside of marketing, maybe outside of Canva?Want more insights from Indy? Check out her Sharebird Profile.Looking to connect? You can find Indy here on LinkedIn.
In this AI Basics episode, Jason sits down with Matt Rouif, Co-founder & CEO of Photoroom — the AI photo editing app with 300M+ downloads and 5B images processed annually.They break down:Why Photoroom built its own specialized AI modelsHow they grew from a scrappy startup to $50M+ in revenueLessons in product-led growth (from eBay sellers to DoorDash & Amazon)Red-teaming, brand safety, and building trust in AI imageryThe future of personalized ads, content, and designThis one is a masterclass for founders, operators, and builders.Timestamps:(0:00) Matt Rouif joins Jason to discuss AI Basics.(0:45) Meet Matt Rouif: Photoroom's $50M+ AI photo startup(3:15) Live demo: background removal + virtual try-on(7:40) From indie sellers to DoorDash & Amazon(12:20) The “Barbie Movie” API moment(17:05) Red-teaming AI: trust, safety & brand protection(22:10) Running a 100-person AI startup(26:30) The future of personalized ads (put you in the ad?)Explore Further:Google Cloud's Report: The Future of AIGet insights from 23 leading experts on how startups can leverage AI for real business impact.
Welcome to Cloud and Clear, the SADA podcast that brings you exclusive insights and customer success stories from the cloud! In this episode, your host, Veronica Raulin, is joined by Austin Leone, SADA's Senior Manager of Organizational Change Management, to discuss Agentspace. Agentspace is Google's powerful new platform that acts like a 'do-engine,' connecting all of an organization's data from sources like SharePoint, Confluence, and ServiceNow, and allowing people to interact with it conversationally. But what does a successful deployment look like? Austin explains how SADA's robust change management methodologies go beyond standard training to ensure true user adoption. You'll learn about: The SADA Approach: How SADA is guiding customers through Agentspace implementations, from proof of value to large-scale deployments, by using custom, department-specific sessions and hands-on engagement. The Importance of a Partner: Austin highlights how SADA's experience with 18 successful Agentspace projects has led to the creation of a "prompt library" and custom training methodologies that fit specific organizational needs. Driving Adoption: Discover how SADA uses gamification, like hackathon-style events, to build excitement and generate a library of use cases specific to an organization's workflows. Security and Best Practices: Austin reassures listeners that Agentspace is built within an organization's secure Google Cloud environment, respecting existing permissions and access controls. Looking Forward: A look into the future of Agentspace, where more complex actions and workflows will automate tasks and boost efficiency. This episode offers valuable, practical advice for anyone—from executives to tech professionals—looking for inspiration on how to implement and adopt new technology in their organization successfully. Subscribe to Cloud and Clear:
In today's Cloud Wars Minute, I explored why the groundbreaking Oracle–Google Cloud partnership around Gemini AI marks a bold new era for multi-cloud collaboration.Highlights00:14 — It's a brilliant move by Oracle and Google Cloud to form a partnership where Gemini AI is now available on the Oracle Cloud. Gemini on OCI is pretty wild. Both Oracle and Google compete viciously against each other. At the same time, they're both customer-centric enough to say: " ... in this other area, we're going to create new and significant value for customers."01:52 — Too often, I think tech vendors get into this mindset of: "Well, they're a competitor, so I'm not going to do anything with them — even if that might make life better for customers."I think those days are over. That's why I feel this is truly transformative.02:08 — Both executives from Google Cloud and Oracle spoke in great detail about how this partnership will make life easier for customers. They also talked about how this reflects their new philosophy: "We've got to be open. We've got to give choice — regardless of where it comes from."03:05 — Beyond Oracle and Google Cloud, I'd love to see AWS do some things with competitors. Microsoft has done some of this, but I think there's still room for all these companies to do more. It's the best of both worlds for customers: being able to get combinations of technologies and vendor capabilities rolled into single packages.03:41 — You're going to have both Google Cloud and Oracle salespeople now able to sell Gemini on Oracle Cloud. Just like about a year ago with the multi-cloud agreements — where Oracle Database became available on Azure, AWS, and Google Cloud — those hard and fast walls that used to separate vendors from ever cooperating are coming down. And they're coming down quickly.04:12 — What we see here is that tech vendors have to be not only world-class in the technology they're developing, but also in how they're willing to go to market in unprecedented ways to drive new and significant value for customers. That's going to be one of the primary yardsticks by which vendors are measured — not just by the power of their technology. Visit Cloud Wars for more.
Send us a textIn this episode, Frank and SteveO cover the latest cloud updates that matter for FinOps practitioners:Compute & AI: AWS launches the P6e GB200 Ultra Servers, delivering record-breaking GPU performance for training and inference at trillion-parameter scale. Google announces FlexStart VMs to lower inference costs, while Azure rolls out free AWS-to-Azure Blob migration.Storage & Data: Google introduces editable backup plans, and AWS adds tagging support for S3 Express One Zone—a step toward using tags as operational levers, not just reporting tools.Visibility & Optimization: AWS Transform enhances EBS cost analysis and .NET modernization insights. GCP improves billing exports with spend-based CUD metadata in BigQuery and previews a Cost Explorer for better spend tracking.Pricing & Commitments: AWS Connect introduces per-day pricing for external voice connectors. Google expands flexible CUDs to cover Cloud Run services, with full migration to the new model coming in January 2026.Savings & Compliance: Azure Firewall adds ingestion-time log transformations to cut monitoring costs. AWS Audit Manager improves evidence collection, reducing compliance overhead and spend.AI-assisted Operations: AWS debuts MCP servers for S3 Tables, CloudWatch, and Application Signals—enabling AI-driven data access, troubleshooting, and observability. Plus, QuickSight doubles SPICE datasets to 2B rows.As always, we cut through the noise to focus on the FinOps impact—cost, commitments, compliance, and the growing role of AI in managing the cloud.
En este episodio de Road to CTO conversamos con David Poblador (ex-Spotify) para aterrizar qué hace realmente un CTO hoy, cómo equilibrar producto y tecnología sin perder foco, qué cambia entre startups y empresas grandes, cómo liderar equipos y contratar con criterio, y cómo orientar la carrera entre management e IC. Repasamos su trayectoria: más de once años en Spotify liderando iniciativas de modernización (migración a Google Cloud, renovación de VCS/CI y estrategia multirregión de datos), su etapa actual como fundador de Castuner creando herramientas sencillas y efectivas para creadores, su labor de Technology Segment Host en La tarda de Catalunya Ràdio, su paso por Secways como CTO y advisor, y su faceta divulgadora en los podcasts 2048 enllà y Entre Dev y Ops. Un episodio repleto de aprendizajes prácticos para quien quiera crecer en liderazgo técnico sin perder la esencia del producto. Si te aporta, suscríbete y compártelo con alguien en su propio Road to CTO.Support the show
In today's Cloud Wars Minute, I take a closer look at AWS's market positioning and the narrative shared during its recent earnings call.Highlights00:36 — I was puzzled by some of the math and the numbers that Amazon CEO Andy Jassy, speaking on behalf of AWS on the Amazon earnings call, used in trying to describe the competitive position that AWS finds itself in.01:28 — We've got AWS, now on a $123 billion annualized run rate, and which grew 17.5% in Q2, which is extremely good for a company that size. The challenge comes in when you compare it with the growth rates, both in recent-quarter revenue, but also RPO, or backlog. AWS is far, far behind the other three hyperscalers on those metrics, or the rate of acceleration as they each grew from Q2 over Q1.02:12 — On the earnings call, Jassy said the second player has revenue that's only 65% as big as AWS. So that has to be Microsoft. So he's saying that Microsoft's cloud revenue is more in the range of $75 to $80 billion, but it's more than twice that — $187 billion. I don't get that. Maybe he's trying to say it's only about infrastructure, but he doesn't say that.03:46 — The issue is that the AWS growth rate is lower than that of Microsoft, Google Cloud, and Oracle, and it has been lower for at least the last eight quarters. Yet on the earnings call, Jassy said, "Sometimes we grow faster than they do, sometimes they grow faster than we do."04:07 — So, perhaps Andy Jassy, who has been an extraordinary executive, I'm not questioning his overall capability, his record stands for itself. But Jassy is choosing to try to play a little bit of a shell game here, trying to say that Microsoft's whole cloud revenue isn't all there, or some is illegitimate — something like that.05:26 — It's something that AWS has to address, own up to, and figure out what to do about it. And I think AWS is a great company. I don't think it helps AWS's cause for Andy Jassy to be using some numbers and representations of the market that seem to clash with reality. Visit Cloud Wars for more.
Will AI replace nurses?Is Google's Nurse Handoff app secure?Could this be the beginning of nurses designing the future of healthcare?Would you trust a nurse handoff powered by AI over traditional methods?Do you think AI should be involved in critical nurse-patient workflows? Hey there, tech enthusiasts!
As we prepare for a brand new season of Eccles Business Buzz launching this fall, we're bringing back some of your favorite episodes from our archive. In this series of conversations from Season 7 about Artificial Intelligence and how it's changing the world around us, Frances talks to an AI engineer at Google about the ins and outs of the newest crop of AI models and agents.Joining the show to give an insider's perspective is Derek Egan. Derek is on the Vertex AI team at Google Cloud where he works on helping developers build generative AI-powered agents for their own applications. Derek is also a graduate of the David Eccles School of Business with a degree in Operations Management. David and Frances discuss the difference between models and agents, and why humans are still very much integral to the process. They address the strengths and weaknesses of these types of systems and the ways in which they might be used by organizations most effectively to help them work more efficiently. Derek speaks to the realistic worries of some AI critics and gives some of his own real-life examples of how AI agents help streamline his work life and personal life. Eccles Business Buzz is a production of the David Eccles School of Business and is produced by University fm.Show Links:Derek Egan | LinkedInVertex AI | Google CloudMaster of Science in Business Analytics - The David Eccles School of BusinessDavid Eccles School of Business (@ubusiness) • InstagramEccles Alumni Network (@ecclesalumni) • Instagram Eccles Experience Magazine
Amazon Web Services, Microsoft Azure, and Google Cloud dominate the infrastructure-as-a-service market, controlling 71% of the market share. This concentration is driven by the rapid growth of artificial intelligence, with global cloud spending projected to exceed $700 billion in 2025. The economic impact of AI is significant, as evidenced by Microsoft reaching a $4 trillion valuation, largely due to investments in AI infrastructure. However, this boom has created challenges for recent computer science graduates, who are struggling to find jobs in a tech industry that is increasingly adopting AI tools while simultaneously laying off employees.The job market for young tech workers is deteriorating, with unemployment rates for those aged 20 to 30 rising sharply. Economists warn of a potential "jobless recovery" for white-collar roles, as AI continues to replace routine jobs. The share of tech jobs peaked in late 2022 but has since declined, leaving graduates questioning the reliability of traditional pathways into tech careers. This shift highlights the need for companies to reassess their hiring practices and adapt to the changing landscape influenced by AI.In a concerning development, researchers have identified vulnerabilities in Google's Gemini AI Assistant that could allow attackers to hijack smart devices through manipulated calendar invites. These vulnerabilities pose significant risks as AI becomes more integrated into everyday applications. Although Google has addressed these issues, the potential for exploitation raises alarms about the security of AI systems and the importance of implementing strict controls and user training to mitigate risks.The recent launch of GPT-5 by OpenAI has sparked disappointment among users, leading to a petition for a return to the previous model. Many users feel that GPT-5 does not offer substantial improvements over its predecessor, resulting in a significant drop in OpenAI's perceived leadership in AI. This disconnect between advanced AI tools available at home and outdated technology in the workplace is causing dissatisfaction among employees, prompting organizations to evaluate their AI policies and capabilities to retain talent and enhance productivity. Four things to know today 00:00 AI Boom Fuels Cloud Giants' Growth While Squeezing Entry-Level Tech Jobs06:33 Researchers Expose Gemini AI Flaw Allowing Smart Device Hijacking via Calendar Invites08:04 GPT-5 Backlash Highlights AI Leadership Slip and Workplace Adoption Crisis11:06 Intel CEO Goes from “Conflict Risk” to “Success” in Trump's Eyes Supported by: https://scalepad.com/dave/https://www.moovila.com/ Tell us about a newsletter https://bit.ly/biztechnewsletter All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech