Podcasts about Google Cloud

Erstes Thema: SearchLeak (CVE-2026-42824). Varonis Threat Labs hat eine dreistufige Angriffskette in Microsoft 365 Copilot Enterprise Search entdeckt: Ein präparierter Microsoft-Link, dessen URL-Parameter Copilot als Prompt interpretiert, kombiniert mit einer HTML-Rendering-Race-Condition und Bings Search-by-Image-Endpunkt als unfreiwilligem Exfiltrationsproxy. Ein Klick reicht – E-Mails, MFA-Codes, Kalendereinträge, alles was der User sehen darf, fließt ab. Microsoft hat server-seitig gepatcht. Das Muster – KI-Assistent wird durch Prompt Injection zur Datenwaffe – ist strukturell: EchoLeak, Reprompt, jetzt SearchLeak, drei Angriffe derselben Klasse.Max bringt einen Blogpost von Google Cloud CISO Chris Betz, der beschreibt, wie Google seine eigene KI intern wie einen Insider behandelt: mit Least Privilege, Monitoring, Auditing und Segmentierung. Was mich interessiert: auch Google musste dafür erst mal sein Asset Management nachziehen und konsolidieren. Die Kernbotschaft bleibt trotzdem richtig – wenn Angreifer mit Machine Speed arbeiten, muss die Verteidigung das auch. Für CISOs bedeutet das: Model Security, Agent Security, Data Governance werden zur Pflicht, nicht zur Kür.Dann Robert über NPM 12: Install Scripts von Dependencies laufen nicht mehr automatisch, bestimmte Remote-Dependencies werden blockiert. Überfällig und sinnvoll – aber 30-40% der NPM-Malware läuft erst beim Import, nicht bei der Installation. Wer einen Maintainer kompromittiert, kommt weiterhin durch. Gute Iteration, kein Allheilmittel.Zum Abschluss: Apple erweitert Private Cloud Compute auf die Google Cloud. Dasselbe Zero-Trust-Prinzip wie bisher – selbst Google soll keinen Zugriff auf verarbeitete Nutzerdaten bekommen. Clevere Partnerschaft statt Frontier-Rennen.SearchLeak / CVE-2026-42824 (Varonis)https://www.varonis.com/blog/searchleakGoogle Cloud CISO Chris Betz: AI Threat Defensehttps://cloud.google.com/blog/products/identity-security/how-google-cloud-is-applying-ai-to-threat-defenseNPM 12 / Risky Business Soapbox mit Paul McCartyhttps://risky.biz/soapbox_npm12Apple Private Cloud Compute auf Google Cloudhttps://security.apple.com/blog/private-cloud-compute-google-cloud

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.

Cannes Lions 2026 Day 2: Google's Paul Limbey on AI Transformation, LinkedIn Creators & Heineken's Bronze LionOn day two at Cannes Lions 2026 (Tuesday, 23 June), host Conor Byrne recaps a busy schedule at Brand Tech Beach, including an interview with Natasha Wallace to be released later in the summer with The Digital Voice. He doorstops Google's Paul Limbey, who warns against the “double shift” of giving top performers both day jobs and transformation work, highlights the rise of forward-deployed roles backed by major programs from Google Cloud, Anthropic and OpenAI, and explains his upcoming leadership fable The Frog in a Sock (out early July) about organizational constraints like workflows, approvals and pilot obsession; he also argues for product-minded scaling, better performance metrics for transformation, and repeated communication. At the System1 party, Conor discusses talks from Andrew Tindall, Mark Ritson and Jon Evans, chats with creator Henry about high-effort LinkedIn video, and interviews Jon Evans on going full-time with Uncensored CMO. Fiona shares Heineken Ireland's Bronze Lion wins for The Pub That Refused To Die, while Digital Voice street interviews cover AI, retail media, and creators seeking long-term brand partnerships.00:00 Day Two Kickoff01:02 Paul Limbey from google01:28 Ending The Double Shift05:00 Frog In A Sock05:50 Scaling Beyond Pilots06:45 Performance And People08:07 Repeat To Lead Change09:31 System1 Party Recap10:35 Henry Hayes On LinkedIn Comedy14:45 Jon Evans Goes Solo20:54 Heinekens Bronze Lion with Fiona Curtin23:19 Croisette Street Interviews Hosted on Acast. See acast.com/privacy for more information.

Highlights 00:27 — It's not just business as usual for these companies, their customers, and others who are tied into these extraordinary enterprises. We're also seeing booms in innovation, not just in technology but in go-to-market models, business models, and more. 01:32 — The big part of this is that it's not just big numbers, but big numbers driving widespread, deep, and profound innovation. Here's how the $2.1 trillion breaks out across the four hyperscalers: Backlog RPO Total Backlog RPO Growth Rate Oracle $638 Billion 363% Microsoft $627 Billion 99% Google Cloud $462 Billion 93% AWS $364 Billion 49% Total $2.091 Trillion   02:32 — With this high level of innovation, we're seeing a convergence of industries including technology, energy, and construction. Because of extreme demands, the tech industry has to start getting into the energy business. Construction is entering the picture as well, as these facilities are some of the largest built in such a short period of time, meeting demanding specifications and aligning with supply and demand. 03:25 — This convergence is leading to the hyperscalers developing new business models. These companies are coming up with unique models to solve this unprecedented demand and business challenge. Customers are coming up with different models based on what's happening, too. 04:15 — I have been a huge fan of the potential of fusion energy to meet this need. The convergence of tech and energy is only going to accelerate what's happening to break even with fusion energy. Visit Cloud Wars for more.

In this special episode of the Angular Master Podcast, recorded live from the podcast studio at Google Next 2026 in Las Vegas, Dariusz Kalbarczyk sits down with Mark Thompson, Developer Relations Engineer at Google Cloud, to explore the rapidly evolving intersection of Angular and Artificial Intelligence.As AI becomes an integral part of modern software development, Angular developers are facing new opportunities, challenges, and architectural decisions. Mark shares practical insights from his work at Google, discussing how tools such as Gemini CLI, Model Context Protocol (MCP), and AI-powered workflows are transforming the way applications are built and scaled.In this episode, you'll learn:• What AI-powered Angular applications look like in practice today• How AI is changing frontend scalability and architecture• The biggest mindset shifts Angular developers need to make• How Gemini CLI improves day-to-day developer productivity• Real-world examples of AI-assisted development workflows• What Model Context Protocol (MCP) is and why it matters• How MCP fits into Angular applications and enterprise architectures• The rise of Agent Skills and autonomous application capabilities• Common mistakes teams make when integrating AI into web applications• Performance and cost considerations when building AI-powered products• Angular's role in the future of AI-driven development• Practical advice for developers getting started with AI• Predictions for the Angular + AI ecosystem over the next few yearsWhether you're an experienced Angular developer, a technology leader, or simply curious about the future of AI-enhanced web applications, this conversation offers valuable insights directly from one of the engineers helping shape that future at Google.

What happens when one of the world's largest enterprise software companies declares that it is no longer a software company, but an AI company? At SAP Sapphire, I caught up with James Bates, Head of Customer Advisory at SAP UK & Ireland, to discuss the company's vision for what it calls the Autonomous Enterprise and why this year's event felt different from any SAP conference before it. From standing-room-only AI sessions to bold declarations from SAP leadership, there was a clear sense that the conversation around AI has moved beyond experimentation and into the world of measurable business outcomes. In our conversation, James explained why so many organizations remain stuck in what he described as the experimentation phase of AI, despite years of investment and countless pilot projects. We explored why successful AI initiatives begin with business outcomes rather than technology choices and why data, governance, and process context have become the foundations of enterprise AI success. We also examined some of the standout announcements from Sapphire, including SAP's AI Agent Hub, the growing role of Joule as a new interface for work, and the company's expanding ecosystem of partnerships with organizations including Anthropic, NVIDIA, Microsoft, Google Cloud, Palantir, and Mistral. James shared why SAP believes the future lies in combining large language models with business context, process knowledge, and trusted enterprise data. The discussion also touched on real-world examples that demonstrate how AI agents are beginning to transform customer experiences, automate complex workflows, and support employees across finance, supply chain, and customer-facing operations. Rather than replacing people, James sees AI assistants and agents working alongside employees, removing repetitive tasks and helping teams focus on higher-value activities. We also explored the challenge many business leaders continue to wrestle with: how to balance autonomy with governance. As AI agents become more capable, maintaining visibility, accountability, and control becomes increasingly important. James shared why governance, trusted data, and strong business processes must remain at the center of every AI strategy. If you've been wondering whether enterprise AI is finally moving beyond the hype cycle and into meaningful business transformation, this conversation offers a fascinating perspective from the heart of SAP's AI strategy and its vision for the future of work. What role do you think AI agents will play inside your organization over the next few years? Share your thoughts.

In today's Cloud Wars Minute, I examine why the Google Cloud-EQT deal signals a major shift in how AI is being distributed at scale. Highlights 00:03 — The rapid pace at which deals are being struck and portfolios are expanding among the leaders in the race for AI dominance isn't new. Significant partnerships are being forged, and contracts are being signed all the time. However, every so often, a deal comes along that stands out not only for its scope, but also for what it indicates about the direction of travel for the industry as a whole. 00:33 — One such deal recently announced is between Google Cloud and the Swedish private equity firm EQT. Ultimately, this partnership sees EQT commit to accelerating AI adoption through Google Cloud for over 300 companies within its portfolio, and this is, of course, a big win for Google Cloud, as it gains access to hundreds of potential enterprise AI customers. 01:04 — Beyond this, those companies will not only benefit from Google Cloud's wide-ranging AI offerings, including the Gemini Enterprise agent platform, as well as its cybersecurity portfolio, but also from its vast partner network, which includes over 330,000 consultants from major firms like Deloitte and KPMG. 01:27 — For me, the biggest takeaways here are that, firstly, agentic AI is clearly going mainstream, with equity firms eager to roll it out among their entire portfolios. We're obviously well past the experimentation phase now. 01:42 — Secondly, this really presents a major opportunity for AI infrastructure companies to leverage this growing acceptance to enhance AI distribution at the portfolio level. This shift could result in AI adoption accelerating much faster than when companies go down the traditional enterprise sales route. Visit Cloud Wars for more.

The new partnership between Google and Avid is driving innovative new workflows in news and post production. Generative AI from Google Gemini will be available directly in Media Composer, and Google search is powering content discovery in Avid Content Core to deliverefficiencies for production teams. In this episode, we explore the partnership, the practicalities of what AI in production can bring, and why it remains critical that AI is an assistant to the editor or the journalist, not the one who is in control. Anshul Kapoor | Head ofMedia, Telco and Games (TMEG) Market Development, Google Cloud Anshul is a media and entertainment executive with a passion for helping media companies build differentiated video services in the market. Anshul heads media solutions forGoogle Cloud globally and additionally heads TMEG Business Development in EMEA.In his role, Anshul is responsible for helping Telco, Media and Gaming companies leverage Google Cloud's cutting-edge AI technology to create innovative and engaging consumer experiences for their audiences, demonstratingsignificant business impact. He also identifies and capitalizes on new opportunities in the cloud across the Google ecosystem, particularly in the realm of AI-driven solutions.Prior to joining Google Cloud, he held various leadership roles at Ericsson, including general manager for its online video and media business.Guillaume Aubuchon, Avid VP of Product ManagementGuillaume leads product for the editorial and newsroom core at Avid—the tools professional editors and broadcasters use to make the content you watch. He is working to bring agentic AI into that workflow without breaking what makes it trustworthy. The first of these shipped at NAB 2026: Google Gemini integrated directly inside Avid Media Composer,driving persona-driven editor workflows and an AI recommendation engine that accelerates content discovery and rough-cut assembly inside editors' nativeenvironment. Beyond Media Composer, he drove the design of an autonomous newsroom assistant—a Gemini-powered agent that parses live feeds and metadata to propose structural story assemblies, with the editor holding final creativecontrol before anything reaches broadcast. Strict human-in-the-loop, designed for the regulatory and editorial standards broadcasters require. Anna Buzzard, Avid Senior Product ManagerAnna leads the international teams developing Avid Content Core and MediaCentral. With more than 15 years of experience in the broadcast, news, and sports industry, she is a highly creative, energetic, and passionate professional. Her background lies in product design, product strategy, Agile methodologies, pre-sales, and people management. More ResourcesFor more on this topic, check outAvidContent Core – Discover more about Avid's award-winning Content Data Platform for media productionMedia Composer Extensions– Get the latest updates on hundreds of partner extensions in the works Video Post Production– Get the latest updates on Media Composer and AI-powered workflows Contact UsQuestions? Comments? Cool ideas? Get in touch:makingthemedia@avid.com.Follow Avid at @avid.CreditsHost: Craig Wilson Production team: Owen Lynch and Wim Van den BroeckTheme Music: Greg “Stryke” Chin

Rob Moffat (Chief Architect at FINOS) maps out the intersection of workspace interoperability, open-source AI deployment, and multi-cloud security frameworks. He compares MCP (Model Context Protocol) with FDC3, tracks the rollout of the Common Cloud Controls (CCC) live validator tool, and reveals how open-source standards prevent multi-vendor lock-in at the desktop and infrastructure layers.

The Wall Street Journal reported that a $13 billion AI startup is betting on cheaper alternatives to OpenAI and Anthropic. Enterprises are shifting from pilots to production and seeking to control inference costs across support, copilots, and content workflows. Open source options such as Meta's Llama and models from Mistral enable targeted deployments with retrieval and fine-tuning to improve cost predictability. Procurement teams weigh SLAs, latency, security certifications, data retention, indemnity, and regional hosting against premium providers. Vendors distribute through AWS, Microsoft Azure, and Google Cloud marketplaces, while access to Nvidia accelerators influences performance and cost. Pricing includes per token and per seat plans, with some platforms routing simple tasks to lower cost models and reserving premium models for complex work. Founders are advised to build evaluation harnesses, track cost per outcome, and negotiate for predictable terms.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

What happens to all those leads marketing works so hard to generate? More often than not, they go cold. According to Nishi Seth, Industry & Solutions Marketing Lead for Google Cloud APAC, this isn't a niche problem. It's one of the most persistent challenges across B2B, regardless of company size or sophistication. In this episode, Shahin sits down with Nishi to unpack the real reasons leads stall between marketing and sales, from qualification gaps to missing context, and what it actually takes to fix them. Nishi shares battle-tested lessons from scaling Google Cloud's marketing-to-sales motion across APAC, including how AI is transforming BDR productivity right now. Guest Introduction Nishi Seth is the Industry & Solutions Marketing Lead for Google Cloud APAC at Google, with over 20 years of experience across cloud technology, financial services, and travel. She has held senior marketing roles at American Express and British Airways, and is a recognised B2B marketing leader across the Asia-Pacific region. Key Topics Why leads go cold: the two root causes (qualification gaps and context gaps) and why even the most sophisticated B2B organisations struggle with themThe three pillars of an optimised marketing-to-sales handover: lead quality, context, and a continuous review and feedback loopWhy BDRs are the critical bridge between marketing and sales, and how to assess whether your BDR function is actually workingHow MQL definitions should evolve over time: Google Cloud's journey from basic demographic scoring to 48+ real-time intent signals, including account-level qualificationWhat providing context to BDRs really means: enablement calls, campaign-specific opening scripts, and cadences tailored to how each lead engagedThe key metrics that reveal handover health: SAL acceptance rates, SAL-to-SQL conversion, number of outreach touches, and lead velocityHow AI is changing BDR productivity: using automation for low-intent lead follow-up, real-time AI assistants during live sales calls, and AI-powered account research at scaleNishi's rapid-fire take: "strong opinions, loosely held," using AI to boost your own marketing productivity, and why simplifying complexity in B2B is what excites her most Resources & Links Google Cloud — Nishi's base for all real-world examples discussed, from MQL definition evolution to AI-powered BDR toolingGoogle Gemini — Nishi's go-to research tool in place of following influencers; she also used it to prepare for this episode Contact & Credits Host: Shahin Hoda Guest: Nishi Seth Produced by: Shahin Hoda and Alexander Hipwell Edited by: Alexander Hipwell Music by: Breakmaster Cylinder APAC's B2B Growth Podcast is Presented by xGrowth

What does it take to move from AI experimentation to real business impact? Recording during Google Cloud Summit London 2026 at Tobacco Dock, I had the opportunity to speak with Maureen Costello, Vice President for UKI and Sub-Saharan Africa at Google Cloud, about one of the biggest shifts currently taking place across technology and business. After years of discussion around generative AI, the focus is now turning toward agentic AI and how organizations can put these capabilities to work in practical, measurable ways. Maureen offered a fascinating view from the front line of AI adoption, sharing how businesses across financial services, retail, government, and other sectors are beginning to move beyond pilots and proof-of-concept projects. We discussed how AI is helping organizations improve customer experiences, increase productivity, strengthen decision-making, and create new opportunities for growth. From helping banks tackle financial crime and deliver smarter customer services to supporting government departments in modernizing public services, the conversation is filled with examples that bring the technology to life. We also explored why the UK is so well positioned for the next chapter of AI adoption. With world-class research, exceptional talent, and ambitious investment across both the public and private sectors, Maureen believes the UK has a genuine opportunity to remain at the forefront of AI innovation. She also explained why skills development, data readiness, security, governance, and trust will play such an important role as organizations begin introducing AI agents into everyday workflows. What I particularly enjoyed was discussing the human side of this transition. As AI becomes embedded into business operations, how should leaders prepare their teams? What separates organizations that achieve meaningful outcomes from those that struggle to move beyond the early excitement? And how can businesses strike the right balance between innovation, responsibility, and long-term value? Whether you're following the announcements from Google Cloud Summit London, building your own AI strategy, or simply trying to understand where this technology is heading next, this conversation offers valuable insight into one of the most talked-about topics in business today. What role do you think agentic AI will play inside your organization over the next 12 months, and are businesses finally moving from curiosity to meaningful adoption?

The Department of Homeland Security is taking the next step toward reaching its cloud aspirations by officially bringing the first vendor onboard its Cumulus project, according to contract documents published last Friday. The agency awarded nearly $2.6 billion to Amazon Web Services via a single-award indefinite delivery, indefinite quantity contract for its cloud offerings, including Infrastructure as a Service, training and marketplace solutions. Cumulus was first introduced in January as part of procurement forecasting documents that outlined DHS's plan to increase the efficiency, flexibility and effectiveness of its cloud purchases in the hopes of unlocking “significant discounts.” At the time, DHS anticipated potential contracts would surpass $100 million, which is the ceiling for estimates on the Acquisition Planning Forecast System platform. The Cumulus project marks the first time cloud service providers have been tapped at an agencywide level, rather than by individual components. DHS plans to bring on other notable cloud providers. Oracle Cloud Infrastructure is expected to join next quarter, as is Google Cloud and Microsoft Azure. The award amounts for those contracts have not yet been disclosed. More than 2 in 5 IRS IT employees have either been separated from the agency or involuntarily reassigned to other positions during the second Trump administration, according to a watchdog report released last week. In its third workforce snapshot since President Donald Trump began his second term, the Treasury Inspector General for Tax Administration found that the IRS lost 30% of its workforce (31,273 staffers) from January 2025 through January 2026, though it also added 2,000-some positions for a net decrease of 28%. Those departures were a mix of voluntary separations, deferred resignations or other incentive-induced exits. Among the tax agency's IT staff, 42% are gone, including 29% (2,497 individuals) who departed via separation or workforce reduction efforts. The remaining 13% (1,143 employees) were reassigned to the chief operating officer's staff, per the report. “According to the IRS, restructuring the IT department allowed them to simplify and align technical work with the agency's mission and core functions,” TIGTA reported. “IRS officials stated that the reassignment was not performance-related but was done to support Chief Operating Officer responsibilities.” Those non-IT responsibilities included the oversight of integrated support functions, implementing economy-of-scale efficiencies and facilitating better business practices, tax agency officials told the watchdog. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

The AI industry just hit several major inflection points at once.This episode of the Tech Field Day News Rundown, recorded live from HPE Discover 2026 in Las Vegas, features Tom Hollingsworth and Alastair Cooke breaking down Anthropic's sudden shutdown of Claude Mythos 5 and Fable 5 following a U.S. export control directive, the growing server memory crisis impacting Dell and HPE, and Apple's surprising partnership with Google Cloud and Nvidia to scale Apple Intelligence. They also examine how digital sovereignty is reshaping global technology acquisitions after the Netherlands blocked Kyndryl's purchase of Solvinity, why community opposition is becoming one of the biggest threats to AI data center expansion, and how “botsitting” is eroding promised enterprise AI productivity gains. Finally, they preview what to expect from HPE Discover 2026, including AI agent infrastructure, GreenLake innovation, autonomous networking, and the future of enterprise AI operations.This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke.Time Stamps: 0:00 - Cold Open0:29 - Welcome to the Tech Field Day News Rundown1:15 - US Government tells Anthropic to pull Mythos and Fable3:39 - HPE and Dell have different plans for RAM and SSD shortage6:32 - Apple wants enterprise AI10:05 - Dutch Cloud Sovereignty block Kyndryl's aquisition12:37 - Communities don't want AI datacenters in their neighbourhood16:57 - Botsitting is the new middle management, destroying productivity gains19:19 - HPE Discover Announcements25:54 - The Weeks Ahead27:58 - Thanks for WatchingFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Queridos Curiosinautas, bienvenidos a un nuevo CuriosiMartes con el Tío Fabián.Esta semana viene cargadísima: Elon Musk vuelve a sacudir el mercado con SpaceX, X e inteligencia artificial; la FIFA queda en ridículo intentando tapar marcas durante el Mundial.Epodcastl Reino Unido avanza con restricciones fuertes para menores de 16 años en redes sociales; y Anthropic queda en el centro de una tormenta por sus modelos, sus límites, sus demandas y el bloqueo de acceso externo a tecnologías cada vez más poderosas. También hablamos de Apple y Siri AI: ¿realmente podrían cobrar por estas funciones? ¿Qué pasa con Gemini, Google Cloud, Nvidia y la infraestructura que Apple necesita para cumplir lo que prometió? Además, aparecen nuevos rumores sobre un posible MacBook Ultra con pantalla táctil y el esperado iPhone Ultra plegable.Y como cierre, dos noticias que muestran el lado más transformador de la tecnología: inteligencia artificial aplicada a mamografías para detectar cáncer de mama años antes, y una posible terapia genética para lupus que podría cambiar la vida de millones de personas.Un episodio sobre poder, negocios, salud, inteligencia artificial y el impacto real de la tecnología en nuestras vidas. Si te gustó, dejá tu like, suscribite y activá la campanita para no perderte ningún CuriosiMartes.

Lili Hellriegel is head of enterprise solutions at Cherry Servers, a Lithuania-based bare metal cloud provider that pitches itself as a sovereign, Web3-friendly alternative to the US hyperscalers. Before joining Cherry, Lili was head of infrastructure at staking firm Blockdaemon, where she built out data center partnerships, network architecture and the server specs behind validation workloads — work that left her unusually fluent in what crypto teams actually need from their infrastructure. Why you should listen The pitch for European infrastructure has rarely been louder, and Lili makes the case with the confidence of someone who has lived on both sides of it. Every major hyperscaler — AWS, Google Cloud, Azure, even Oracle — is a US company, and for a growing cohort of Web3 teams that is no longer a neutral fact. Cherry Servers sits under European jurisdiction, runs its own facility in Lithuania, and operates data centers across Sweden, the Netherlands, Germany, Chicago, Singapore and a newly opened site in Tokyo. Some of Cherry's customers come for hard compliance reasons; others, Lili says, come for ideological ones, wanting the chains they help secure to live beyond the reach of any single government. The conversation lands at a moment when data sovereignty and distrust of concentrated American cloud power have moved from fringe concern to boardroom agenda. The sharper argument is about economics, and here Lili thinks the industry is approaching an inflection point. She describes a shift from "cloud-first" to "workload-first" thinking: instead of defaulting to a hyperscaler and accepting whatever T-shirt-sized instance you're sold, teams running archival nodes, validators or other niche workloads are discovering they pay more and perform worse than they would on dedicated hardware tuned to the job. Cherry's answer is granular customization — choose your disks, your storage, your RAM, and pay only for what the workload demands — backed by account managers who architect the build rather than just sell a box, with human support that answers in well under a minute. For staking-heavy customers, the model is almost self-funding: a large share pay in crypto, drawing on staking rewards to cover their infrastructure across some thirty different chains. Her forecast for the next eighteen to twenty-four months is the part worth sitting with. Lili argues the era of free cloud credits is ending — she doubts AWS will keep handing startups six-figure credit grants for signing up to an accelerator — and that founders, newly disciplined about runway, will increasingly treat optimized bare metal as a way to extend it. In the closing hot-take round she plants her flag as a multi-chain "Solana maxi," names Bitcoin as the enduring store of value while backing the smaller chains' upside, and offers a builder's creed: the market ultimately rewards people who make useful things on-chain, not those treating tokens purely as speculation — which, she adds, is also why she thinks people should run nodes with smaller providers. The desert-island sci-fi pick, naturally, is Star Wars. https://www.cherryservers.com/

Show Notes - https://forum.closednetwork.io/t/episode-58-the-price-of-being-watched/198Website / Donations / Support - https://closednetwork.io/support/BTC Lightning Donations - closednetwork@getalby.com / simon@primal.netThank You Patreons & Direct Supporters! - https://www.patreon.com/closednetworkhttps://xmrchat.com/closednetworkDirect Support - https://closednetwork.ioSubscribe Without Patreon - https://closednetwork.io/#/portal/signupMichael Bates - Privacy Bad AssDavid - Privacy Bad AssTK - Privacy Bad AssTrying - Privacy Bad AssVO - Privacy Bad AssMrMilkMustache - Privacy SupporterHutch - Privacy AdvocateInferno_Potato Privacy SupporterDolores Y - Privacy SupporterDirect Support - Craig D Thank You Producers! You Produce This Show!TOP LIGHTNING BOOSTERS !!!! THANK YOU !!!@bon thousands and thousands and thousands of SATs sats!!@fireflygow - 5,000 sats!!frigolay - 34,540 SATs.. HOLY SHITEwardemoff - 5,000 SATsSilas ThornbrookThank You To Our Moderators:Unintelligentseven - Follow on NOSTR primal.net/p/npub15rp9gyw346fmcxgdlgp2y9a2xua9ujdk9nzumflshkwjsc7wepwqnh354dMaddestMax - Follow on NOSTR primal.net/p/npub133yzwsqfgvsuxd4clvkgupshzhjn52v837dlud6gjk4tu2c7grqq3sxavtJoin Our CommunityClosed Network Forum - https://forum.closednetwork.ioJoin Our Matrix Channels!Main - https://matrix.to/#/#closedntwrk:matrix.orgOff Topic - https://matrix.to/#/#closednetworkofftopic:matrix.orgSimpleX Group Chat - https://smp9.simplex.im/g#SRBJK7JhuMWa1jgxfmnOfHz7Bl5KjnKUFL5zy-Jn-j0Join Our Mastodon server!https://closednetwork.socialFollow Simon On The SocialsMastodon - https://closednetwork.social/@simonNOSTR - Public Address - npub186l3994gark0fhknh9zp27q38wv3uy042appcpx93cack5q2n03qte2lu2 - primal.net/simonTwitter / X - @ClosedNtwrkInstagram - https://www.instagram.com/closednetworkpodcast/YouTube - https://www.youtube.com/@closednetworkEmail - simon@closednetwork.ioSpecial Thanks to - EloquentWinter for creating - A Linux guide on MAC address randomizationhttps://forum.closednetwork.io/t/a-linux-guide-on-mac-address-randomization/189TOPICSEncourage curiosity - This week ties together a single thread: someone else holds your data, and therefore holds the power. From algorithmic pricing to supply-chain malware to government scanning to cloud-AI assistants — and the hopeful counter-move, taking your data back. The episode theme is curiosity: in every story, one extra question would have changed the outcome.Segment 1 — Surveillance PricingInspired by More Perfect Union, "We Found the Radical Solution to Surveillance Pricing"Surveillance pricing (a.k.a. personalized / surveillance-based pricing) = charging you an individual price based on sensitive data about you — purchase history, browsing, geolocation, social activity, even biometric and financial signals. The economic endgame is "perfect price discrimination": charging each person their exact maximum.DoorDash holds a patent describing promotions based on a user's stress level.Delta Air Lines (with AI firm Fetcherr) has talked about expanding generative-AI pricing to ~20% of domestic fares, with ambitions to go further. Senators (Gallego, Blumenthal, Warner) and House members demanded answers.A Groundwork Collaborative / Consumer Reports / More Perfect Union study found different shoppers charged different prices for identical Instacart items. Former FTC chair Lina Khan has voiced concern.The "radical" fix is a law: New York's proposed One Fair Price Act would ban surveillance pricing outright — one posted price for everyone.Defensive moves (partial): private/container browsing, block cookies, disable ad personalization, use a VPN, compare logged-out vs. logged-in prices. Honest caveat: this is a structural problem — regulation, not browser tricks, is the real fix.Curious question: Is this price the market — or is it me being read?Segment 2 — "Arch malware btw": the AUR supply-chain attackInspired by Michael Tunnell and Switched to Linux — developing story, June 2026.The Arch User Repository (AUR) is community-maintained, unvetted package build scripts (PKGBUILDs). In a ~24-hour window, a coordinated attack poisoned a large number of packages — reports cite 1,500+ touched, with community trackers confirming ~400–500 malicious package names and rising.How: Attackers adopted orphaned packages (abandoned by maintainers — anyone can claim them) and edited the PKGBUILD to add a pre/post-install hook that pulls a malicious npm package, atomic-lockfile (Sonatype tracked one strand as the "Atomic Arch" campaign).Payload: A Linux infostealer + optional root-only eBPF rootkit. Targets developer secrets — browser creds/cookies, SSH keys, GitHub creds, Vault/npm tokens, Docker/Podman, VPN configs, shell history, Slack/Teams/Discord/Telegram, crypto wallets. eBPF lets it run in-kernel and hide processes/files/connections.If you were hit and the rootkit deployed: rotate every credential (from a clean machine) and reinstall from scratch. A normal uninstall is not enough.Status: Maintainers are removing malicious commits and banning accounts; the official repos of Arch-based distros (CachyOS, Garuda, Chaotic-AUR) were not infected — only users who installed/upgraded a compromised AUR package during the window. Community checker script + affected-package list were published within hours.Action checklist (Arch users):pacman -Qm → list your foreign (AUR) packages.Compare against the community list / run the checker script (CachyOS advisory).If matched → rotate credentials from a clean machine, then clean-reinstall.Curious habit: Before installing, ask who maintains this, when did it last legitimately update, and did ownership recently change? On the AUR, read the PKGBUILD — the malicious line was visible to anyone who looked.Segment 3 — UK Device Scanning: 90 Days to ComplyInspired by "Signal's Warning: The UK's Phone Scanning Plan Just Got Real"The UK government signaled that phone makers (Apple, Google) will get ~90 days to start scanning photos on young people's devices for nude images. Running alongside: Online Safety Act powers for Ofcom aimed at encrypted messaging (key report expected ~April). The mechanism: client-side scanning — every message/image checked on your device, before encryption.Why it matters: Client-side scanning doesn't break encryption directly — it inspects content before the lock clicks shut. The "end-to-end encrypted" label survives, but the privacy guarantee (nobody is looking) is gone.Signal's position: scanning won't protect children and builds surveillance infrastructure that "endangers us all."Security: once scanning exists on every device, the match-database can be expanded — swap it and you're scanning for slogans, documents, faces. Signal would withdraw from the UK rather than build a backdoor. Mullvad raised parallel alarms.Misdiagnosis: real child safety = better-funded education, social services, AI-platform guardrails — not default scanning. Rallying phrase: "Surveillance is not safety."Bigger picture: This is a template (cf. the EU's "Chat Control"). Sympathetic justification + a mechanism that, once built, can point anywhere.Curious question: Not is the goal good? (it usually is) but what else can this machine do once built, and who decides what it points at next?Segment 4 — iOS 27 at WWDC: the Privacy Fine PrintApple WWDC 2026 keynote coverage.Genuine wins: New Siri AI (next-gen Apple Intelligence) uses a tiered architecture — simple requests on-device, moderate ones via Private Cloud Compute (inspectable, hardened). Plus stronger family safety: child-account setup, parental controls, redesigned Screen Time, new Safari safeguards.The fine print (two concerns):Total context access. Siri AI indexes across your messages, emails, photos, and apps — a unified, queryable view of your whole digital life. Conversation history syncs via iCloud ("with privacy protections"), but strength depends on whether you've enabled Advanced Data Protection (Apple's E2EE for iCloud — not on by default).New Google dependency. Apple made official a Gemini partnership — the heaviest reasoning routes to Google Cloud. Apple says queries are anonymized and tokenized so neither Apple nor Google can link them to you (Federighi: "privacy in AI is non-negotiable"). Critics counter that PCC/anonymization is "only as private as the weakest link" — if Google retains any path to usage data for training/debugging, the guarantee weakens.Takeaway: Apple's defaults are still among the best of the mainstream — but don't let "privacy" in a keynote switch off your curiosity. On update: review Siri AI indexing settings, turn on Advanced Data Protection, and understand where your hardest queries travel.Curious question: A magical assistant that knows everything about you is, by definition, a system granted everything about you. Did you make that trade on purpose?Segment 5 — Self-Hosting 101: What to Migrate FirstOriginal recurring segment — Part 1 (scope). Part 2 next week: hands-on photos build.Self-hosting = run the services yourself, on hardware you own, instead of renting space on a company's servers. It's the deliberate counter-move to every other story this week. Honest caveat: you become your own IT department (backups, updates, downtime). Don't eat the elephant at once — scope first.The five candidates (ranked by impact-to-effort):Photos — highest emotional and surveillance value (faces, locations, timestamps). Self-host with Immich (Google-Photos-like: app, auto camera-roll backup, face/object search). Difficulty: moderate; biggest single win.Calendar — a forward-looking map of your life. CalDAV via Radicale or Nextcloud; syncs to your existing calendar app. Easy–moderate; great first project.Contacts — your social graph (everyone else's data too). CardDAV on the same Radicale/Nextcloud server — bundle it with calendar. Easy.File backups — documents and digital paperwork. Often Nextcloud.

In today's Cloud Wars Minute, I compare Oracle, Microsoft, Google Cloud, and AWS through the lens of backlog growth and future demand. Highlights 00:02 — I talked last week a little bit about Oracle's Q4 results, very strong across the board. I wanted to go into a little more detail today about one number in particular: its RPO, remaining performance obligation. That's contracted business not yet recognized as revenue. 00:18 — Some people refer to it as RPO. It's also known as pipeline or backlog. But with what Oracle reported for Q4, its AI and cloud backlog, pipeline, or RPO is now the largest in the world: $638 billion. It's even bigger than Microsoft's. This reveals a lot about who's got momentum into the future. 01:02 — So, as I said, Oracle's RPO for the quarter ended May 31 was $638 billion, up 363%. A couple of months ago, when Microsoft reported its fiscal Q3 and calendar Q1 numbers for the period ended March 31, it reported RPO of $627 billion, up 99%. So, Oracle beats them slightly on total RPO, but look at the difference in the growth rate: 99% versus 363%. 02:20 — But when we flip the arrow of time from the recent past, which revenue reflects, into the future, that's where we see Oracle is just winning an outlandish share of the business going forward, even more than Microsoft. We're seeing more and more of that pipeline, or RPO, over time convert to revenue for both of these companies. 03:40 — These are multiplier effects, and again, my point here is about who's growing faster and who is moving into leadership positions going forward. Clearly, as Microsoft and AWS led the first chapter of the cloud, here in the AI chapter, the leaders jumping out in front, growing faster, and finding new ways of doing things are Oracle and Google Cloud. 04:12 — Speaking of AWS, how does it fit into this whole RPO tale of the tape? AWS refers to this as backlog, and in its most recent quarter, ended March 31, it said that its backlog was $364 billion, up 49%. For Google Cloud, its backlog is $462 billion, growing at 98%. So clearly, all three companies are outperforming AWS in this backlog/RPO space. Visit Cloud Wars for more.

Patrick Moorhead and Daniel Newman cover Tim Cook's final WWDC as CEO and Apple's Gemini-powered Siri strategy, the $35 billion Apollo and Blackstone deal backing Anthropic's capacity expansion, Intel's packaging wins with Google and NVIDIA, SpaceX's IPO at a $1.77 trillion valuation, Anthropic's Claude Fable 5 and Mythos 5 launch across every major cloud, and earnings reactions from Oracle, Micron, and Adobe. The handpicked topics for this week are: Apple's Siri AI Will Run on Gemini, Closing Out Tim Cook's Final WWDC as CEO: At WWDC, Apple confirmed Siri AI will run on Gemini through a new billion-dollar per year, multi-year deal, while Apple's Foundation Model Cloud Pro runs on NVIDIA GPUs inside Google Cloud. The announcement marks Tim Cook's last WWDC as CEO before John Ternus takes over on September 1. Apple isn't building its own AI cluster or competing on CapEx. They're betting that by owning the consumption layer, backed by access to health data and private messaging through iMessage, Apple will have a moat that compute spending can't replicate. (The Decode) Apollo and Blackstone Close the Largest Private Credit Deal Ever Backing Anthropic's Capacity Expansion: A $35 billion deal, the largest private credit transaction on record, will fund Google TPU capacity tied to Anthropic's compute needs, with Broadcom backstopping senior debt tranches and Google backstopping lease payments. The structure treats compute as a lendable asset class and signals more than 20 gigawatts of demand still being built out through 2028. Circular financing between chipmakers, cloud providers, and AI labs has moved from controversial to standard practice. (The Decode) Intel's Foundry Wins Packaging Work on Google's TPUs, Not a Full Fab Deal: Reports that Intel landed a deal tied to Google and NVIDIA reframe what's actually being handed off. Intel gets the packaging work on over 3 million TPUs, the compute die stays with TSMC, and the I/O die is being negotiated with Samsung at 2nm. INTC rose 12% Monday. The deal represents a low-risk path for Intel to augment, not replace, TSMC, while raising questions about anti-competitive dynamics in the foundry market. (The Decode) SpaceX Becomes an AI Infrastructure Company With a $1.77 Trillion IPO: SpaceX's IPO priced amid oversubscribed demand, with its valuation now reflecting not just Starlink connectivity and launch dominance but a newly material AI business, including AI1 orbital data center tests planned for late 2027 and a $920 million per month Google compute contract running through 2029. A sum-of-the-parts breakdown of the connectivity, launch, and AI segments lands well short of the trading price, with the gap largely explained by confidence in Elon Musk's track record of execution. (The Decode) Anthropic Launches Claude Fable 5 and Mythos 5 Across Every Major Cloud: Anthropic shipped Claude Fable 5 and Mythos 5 with same-day availability across Snowflake, AWS Bedrock, Vertex AI, and Microsoft Foundry, pricing at $10 and $50 per million tokens. The hyperscaler-neutral distribution strategy lands ahead of Anthropic's anticipated IPO. The models represent a real step up in research capability over Opus 4.8, but they come with a significant change. Users no longer have the option to opt out of data sharing with Anthropic, a shift some enterprises, including Microsoft, are already responding to. (The Decode) Is SpaceX a Once-in-a-Generation Entry or the Top of the Market? One side argues SpaceX represents a generational opportunity on par with early Amazon or Netflix, with interplanetary travel and off-world resource extraction as the long-term payoff that justifies looking past current valuation math. The other side argues this is peak euphoria: a company trading at roughly 95 times sales, propped up in part by circular investment from Google into both SpaceX and its AI segment, with a steep drawdown likely before any sustained climb. (The Flip) The Chip and Security Trade Reverses From Broken to Bifurcated: The semiconductor sector posted its biggest single-day gain since 2020, with the SOX up 5% on Monday, June 8, as a prior selloff in names like Broadcom, CrowdStrike, and Palo Alto Networks fully reversed. Intel rose 12%, Marvell 10%, and Corning 7%. The rebound reframes the AI trade narrative from a broad breakdown to a split between winners and laggards within the same sector. (Bulls & Bears) Oracle Posts a Record Quarter, But the Market Focuses on a $50 Billion Funding Plan: Oracle delivered record revenue of $19.2 billion, up 21 %, with EPS of $2.11, beating estimates of $1.89. IaaS grew 93 %, the fastest pace among hyperscalers, and RPO hit $638 billion, up $85 billion quarter over quarter, including $75 billion in AI contracts. FY27 guidance of $90 billion was maintained, and EPS guidance was raised, yet the stock fell 5% after hours amid concerns about Oracle's capital spending plans. Oracle's AI cloud backlog now exceeds those of AWS, Google, and Microsoft, built heavily on commitments from Anthropic and OpenAI. (Bulls & Bears) Micron's Profit Trajectory Puts It in Google's Earnings Tier: Micron is projected to generate nearly as much profit in 2027 as Google, with Q2 revenue of $23.86 billion, up 22 % and beating estimates, and Q3 guidance of $33.5 billion in revenue, $19.15 EPS, and 81 % gross margin. The stock is up 776%, with Wall Street firms, including UBS, raising price targets. The open question is whether memory has broken its historically cyclical pattern given sustained AI demand. (Bulls & Bears) Adobe Beats Across the Board, But the Stock Drops on CEO Departure and Freemium Pivot: Adobe posted record revenue of $6.62 billion, up 13 % and beating consensus of $6.45 billion, with non-GAAP EPS of $5.96, topping estimates of $5.81. AI first ARR tripled year over year to over $500 million, with total ARR reaching $27.1 billion, and FY26 guidance was raised. The stock still fell 5.5 % after hours, driven by the CFO's departure to Marvell and market concern over a strategic shift toward freemium pricing that delays near-term profitability. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Apple WWDC- Apple Caves to Google AND NVIDIA — Siri AI Runs on Gemini ($1B/yr) + Apple Foundation Model Cloud Pro Runs on NVIDIA GPUs in Google Cloud; Tim Cook's Final WWDC as CEO Before John Ternus Succeeds Him Sept 1 https://www.cnbc.com/2026/06/08/apple-wwdc-2026-live-updates.html Google's $35B Infra Deal — Apollo + Blackstone Close the Largest Private Credit Deal Ever; Broadcom Backstops Senior Tranches; Google Backstops Lease Payments https://www.reuters.com/business/apollo-blackstone-back-anthropics-35-billion-capacity-expansion-new-broadcom-tie-2026-06-09/ Intel's Foundry Reportedly Wins Google Packaging (Not Full Fab) — The Information Reframed: 3M+ TPU Packaging by Intel, Compute Die Still TSMC, I/O Die Being Negotiated With Samsung 2nm; INTC +12% Monday; Pat Calls Out TSMC Anti-Competitive Risk https://www.trendforce.com/news/2026/06/09/news-intel-foundry-gains-momentum-as-google-reportedly-orders-3m-tpus-nvidia-evaluates-18a-for-multi-die-gpu-design/ SpaceX Becomes an AI Infrastructure Company — Friday IPO at $1.77T; AI1 Orbital Data Center Tests Late 2027; Google $920M/mo Compute Contract Through 2029 https://finance.yahoo.com/markets/stocks/articles/spacex-poised-history-record-75-100000402.html Anthropic Ships Claude Fable 5 + Mythos 5 — Same-Day Distribution Across Snowflake, AWS Bedrock, Vertex AI, Microsoft Foundry; Hyperscaler-Neutral by Design Ahead of IPO; $10/$50 per M Tokens https://www.anthropic.com/news/claude-fable-5-mythos-5 The Flip FOR: https://www.cnbc.com/2026/06/11/spacex-billionaire-investing.html AGAINST: https://www.nytimes.com/2026/05/20/technology/elon-musk-spacex-ipo.html Bulls & Bears The Chip + Security Tape Recovery — SOX +5% Monday June 8 (Biggest Day Since 2020); AVGO/CRWD/PANW Selloff Reversed; Intel +12%, Marvell +10%, Corning +7%; the AI Trade Pivots From "Broken" to "Bifurcated" https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-06082026-11992852 Oracle (ORCL) Q4 FY26 ACTUALS — Record $19.2B Rev (+21%), EPS $2.11 Beat ($1.89); IaaS +93%; RPO HITS $638B (+$85B QoQ, $75B AI Contracts); FY27 $90B Guide Maintained, EPS Guide Raised; Stock −5% AH on Massive Capex Plan https://www.tradingkey.com/analysis/stocks/us-stocks/261959450-oracle-record-q4-2026-earnings-report-cloud-data-center-stock-tradingkey "$MU Will Generate Almost As Much Profit in 2027 as $GOOGL"; Q2 Rev $23.86B (+22% Beat), Q3 Guide $33.50B / $19.15 EPS / 81% GM; MU Stock +776%; UBS Among Wall Street Raising Targets https://247wallst.com/investing/2026/06/11/wall-street-just-put-a-monster-target-on-micron-is-the-stock-still-too-cheap/ Adobe (ADBE) Q2 FY26 ACTUALS — Record $6.62B Rev (+13%) Beats Consensus $6.45B; Non-GAAP EPS $5.96 Beats $5.81; AI-First ARR Triples YoY to $500M+; Total ARR $27.10B; FY26 Guide RAISED; Stock −5.5% AH Despite Beat-and-Raise https://www.businesswire.com/news/home/20260611677110/en/Adobe-Reports-Record-Q2-Results    

Podcast del programa Imagen Empresarial transmitido originalmente el 11 de junio del 2026. Conduce Rodrigo Pacheco Los entrevistados de hoy: Entrevista: Eduardo López, Presidente de Google Cloud para América Latina: Tema: Actualidad de Google Cloud

McDonald's new AI ordering system ArchIQ is already getting tested in five US drive-thrus -- yeah after ditching the old IBM bot that kept screwing up orders they hooked up with Google Cloud to roll out this voice assistant that supposedly nails 90% of transactions with zero human help, pings managers on the fly, and sends orders straight to the kitchen while the real employees get "freed up" for window chats. Franchisees are hyped it cuts the chaos during peak hours but everyone else knows it's just another step toward replacing the kid taking your order with a glitchy chatbot that still can't handle accents or "no pickles" without a meltdown. Watch the podcast episodes on YouTube and all major podcast hosts including Spotify. CLOWNFISH TV is an independent, opinionated news and commentary podcast that covers Entertainment and Tech from a consumer's point of view. We talk about Gaming, Comics, Anime, TV, Movies, Animation and more. Hosted by Kneon and Geeky Sparkles. Get more news, views and reviews on Clownfish TV News - https://more.clownfishtv.com/ On YouTube - https://www.youtube.com/c/ClownfishTV On Spotify - https://open.spotify.com/show/4Tu83D1NcCmh7K1zHIedvg On Apple Podcasts - https://podcasts.apple.com/us/podcast/clownfish-tv-audio-edition/id1726838629 MORE CLOWNFISH TV - Official Merch Store: http://ClownfishMinus.com Facebook - https://facebook.com/ClownfishTV X - https://x.com/ClownfishTVcom Clownfish TV subreddit: https://www.reddit.com/r/ClownfishTVOfficial/ Disclaimer: This series is produced by Clownfish Studios and WebReef Media, and is part of ClownfishTV.com. Opinions expressed by our contributors do not necessarily reflect the views of our guests, affiliates, sponsors, or advertisers. ClownfishTV.com is an unofficial news source and has no connection to any company that we may cover. This channel and website and the content made available through this site are for educational, entertainment and informational purposes only. These so-called “fair uses” are permitted even if the use of the work would otherwise be infringing. #News #Podcast #FYP #Shorts #McDonaldsAI #ArchIQ #AIDriveThru #McDonaldsDriveThru #FastFoodAI #GoogleCloudAI #McDonaldsNext #ArchyAI #PopCulture #Tech #Anime #FYP Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Yahoo Finance reported that Oracle beat expectations on total revenue in its fiscal fourth quarter while cloud sales missed analyst estimates. Oracle's cloud portfolio includes Oracle Cloud Infrastructure for compute and AI workloads and cloud applications such as Fusion and NetSuite. Supply limits on GPUs, new data center capacity, and multi-cloud security and compliance reviews are slowing deployments and revenue recognition. Oracle is pursuing multi-cloud strategies with integrations that place Oracle Database near Azure and Google Cloud while expanding AI-ready infrastructure. Founders should expect longer validation cycles, cloud-agnostic requirements, and co-selling motions to move enterprise deals. Key metrics to watch include remaining performance obligations, any disclosed growth splits, and capital expenditures tied to new regions and AI capacity.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

In today's Cloud Wars Minute, I analyze how a trillion dollars in cloud backlog is driving innovation beyond technology and into corporate finance. Highlights 00:03 — In the Cloud Wars, all sorts of crazy things are going on with the technology, what customers are doing with it, but also in how this whole remarkable time is being funded. I want to talk a little bit today about how Google Cloud and Oracle are choosing to fund this unprecedented market demand and why new possibilities require new ways of doing things. 01:25 — In Oracle's most recent quarter, it reported that its RPO, or Remaining Performance Obligation, similar to backlog, is over $550 billion. For Google Cloud, it had an amazing jump as well in its most recent quarter, ended March 31, $462 billion in backlog, almost double what it had been a year before that. So there's amazing demand, these two companies totaling a trillion dollars. 02:09 — Six months ago, Oracle reached out and said, “No, no, we're going to go to some outside funding, some borrowing, to do that.” But the market reacted with a panic. “Oh my God, nobody's ever done this.” And, you know, "What if they can't pay it back?” So there was a lot of skepticism about Oracle's plan six months ago. 02:58 — Now, a week ago, we see Alphabet step up and say, “Hey, we're going to do some equity financing. We're going to take $10 billion from Warren Buffett and some other places. We need this money. We think it's the best way to pursue funding our own data center expansions, our own CapEx needs, which will be somewhere between $185 and $190 billion.” Oracle's will probably be around $75 billion. 04:37 — Oracle and Google Cloud have risen to the top of the Cloud Wars Top 10 because they brought innovation at levels in technology and go-to-market, how they think about customers, deployment models, and so forth, that have really set the new standard for what's happening in the AI cloud business now. Seeking outside funding to meet this demand shows another way to do it. Visit Cloud Wars for more.

Joff Romoff, Google Cloud's Global Head - Travel & Hospitality, unpacks the real and imagined cultural gaps between Silicon Valley and the hotel industry. We talk how tech companies are asset-light and data-forward, while hoteliers are asset-heavy and still inclined to think of the room, not the customer, as the product.And, how AI is (very) quickly transforming how travelers get inspired via longer, richer prompts, demand for activity outranking accommodation, and a strong desire to trust the new infrastructure of search. But AI's real value is reducing friction, not obliterating human experience. The industry is now in an all-out technology arms race, with OTAs, brands, suppliers, and pretty much everybody else you can think of on the front lines.

Today's guest is Chandra Sekhar Chappa, Global Head, Co-Innovation - ServiceNow at Google Cloud. Founded in 2016, Google Cloud is Google's enterprise cloud computing platform, providing organizations with scalable infrastructure, data analytics, AI, machine learning, security and application development services. Google Cloud helps businesses modernize operations, accelerate innovation, and securely build, deploy and manage applications and data at scale across hybrid and multi-cloud environments.Chandra is a technology leader with over 16 years of experience across product management, cloud operations, IT service management, infrastructure, and governance, risk and compliance. He specializes in ServiceNow, hyperscaler partnerships, cloud marketplace integrations, and enterprise service management. Chandra has led large-scale technology initiatives that have generated significant revenue growth and cost savings, while helping more than 1,100 enterprise customers improve cloud governance and operational efficiency.In the episode, Chandra talks about:0:00 His journey from IT tutor to leader in ServiceNow innovation at Google2:08 The importance of mentors in his career and giving back4:31 How the Google Cloud - ServiceNow integration/partnership combines AI with workflow transformation5:26 Enabling enterprise-scale workflows, execution and governance8:01 How their AI control tower provides full agent visibility and governance10:26 How the Google Cloud - ServiceNow integration/partnership enables real-time data and AI-driven CRM gains13:29 His advice to leverage AI ecosystems, avoid POCs and build faster15:51 The need to use trusted partners, align leadership and balance decision-making17:58 How mentorship, self-belief and persistence through uncertainty leads growthTo find out more about all the great work happening at Google Cloud, check out the website cloud.google.com

Jim Love reports the top tech stories for Monday, June 8, 2026: Anthropic, as it moves toward an IPO, calls for a global mechanism to slow or temporarily pause frontier AI development if risks rise, citing concerns about recursive self-improvement and warning that institutions may be unprepared. Markets saw a sharp AI-related selloff as US-listed semiconductor firms lost about $1.3 trillion in value in one day, driven by expectations that demanded perfection and a strong US jobs report raising rate concerns, even as chip stocks remain up year over year. Multiple reports say Apple's next-generation Siri will use Google's Gemini models on Google Cloud with NVIDIA Blackwell chips, marking a major shift in Apple's AI strategy ahead of WWDC and a September window. Lloyds Bank says 68% of customer fraud reports originate on Meta platforms, while Meta cites large-scale scam ad removals; a Canadian parliamentary investigation is also noted. 00:00 Headlines and Intro 00:32 Anthropic Warns of AI Building AI 02:54 AI Stocks Reality Check 04:24 Apple Siri AI Reset 06:13 Meta Platforms Fuel Fraud 07:58 Wrap Up and Support

L'intelligenza artificiale sta entrando nella sua fase di maturità industriale:meno hype, più investimenti strategici, infrastrutture e modelli di business sostenibili. In questa puntata analizziamo gli eventi che hanno segnato la prima settimana di giugno 2026: la crescente competizione tra OpenAI e Microsoft, le maxi-operazioni finanziarie dei colossi tecnologici, l'evoluzione dell'hardware AI, le nuove strategie di adozione aziendale e le sfide legate a sicurezza, governance e sovranità dei dati. Un appuntamento dedicato a imprenditori, manager e professionisti che vogliono comprendere come l'intelligenza artificiale stia trasformando il panorama economico e tecnologico mondiale. In collaborazione con Claudio Ricci, Amministratore unico di Recomb, una realtà specializzata nel fornire aggiornamenti personalizzati alle organizzazioni orientate all'innovazione sugli sviluppi dell'intelligenza artificiale, oltre a offrire corsi di aggiornamento professionale Per maggiori informazioni: info@recomb.aiFonti principali:The Information – Evoluzione della strategia AI di Microsoft e della competizione con OpenAI.https://www.theinformation.com/newsletters/ai-agenda/microsoft-release-new-coding-model-next-week-comeback-attemptPYMNTS – ChatGPT raggiunge 1 miliardo di utenti attivi mensili, segnando una crescita senza precedenti.https://www.pymnts.com/artificial-intelligence-2/2026/chatgpt-hits-1-billion-users-faster-than-any-app-in-history/The Hindu BusinessLine – Le indiscrezioni sull'eventuale IPO di OpenAI e il coinvolgimento delle principali banche d'investimento.https://www.thehindubusinessline.com/money-and-banking/openai-has-discussed-adding-citigroup-jpmorgan-to-bank-lineup-for-ipo/article71040216.eceReuters – Alphabet punta a raccogliere 80 miliardi di dollari per sostenere gli investimenti nell'AI.https://www.reuters.com/legal/transactional/alphabet-raise-80-billion-equity-capital-ai-spending-2026-06-01/Reuters – DeepSeek prepara un importante round di finanziamento per rafforzare la propria posizione globale.https://www.reuters.com/business/retail-consumer/deepseek-slated-draw-7-billion-maiden-fundraising-sources-say-2026-06-03/Bloomberg – Le aziende iniziano a contenere i costi dell'AI imponendo limiti di utilizzo agli strumenti agentici.https://www.bloomberg.com/news/newsletters/2026-06-04/microsoft-says-anthropic-models-are-too-expensiveVentureBeat – Pinterest riduce del 90% i costi dell'intelligenza artificiale grazie a un nuovo approccio ai modelli.https://venturebeat.com/orchestration/pinterest-cut-ai-costs-90-by-gutting-a-frontier-models-vision-layerThe Verge – Nvidia presenta RTX Spark, la nuova generazione di chip AI per computer personali.https://www.theverge.com/tech/940589/nvidia-rtx-spark-n1-n1x-laptop-desktop-pc-cpu-gpu-ai-release-dateThe Wall Street Journal – I ritardi nella costruzione dei data center stanno rallentando l'espansione dell'AI.https://www.wsj.com/tech/ai/americas-data-center-build-out-is-falling-way-behind-schedule-e408a9a8TechSpot – Cresce l'opposizione dei cittadini alla costruzione di nuovi data center per motivi ambientali ed energetici.https://www.techspot.com/news/112651-ai-data-center-backlash-grows-rapidly-americans-blame.htmlReuters – L'Europa accelera sulla sovranità tecnologica con nuove norme per cloud e AI.https://www.reuters.com/business/eu-targets-big-tech-dependence-with-made-in-europe-drive-2026-06-03/The New York Times – Come le grandi aziende stanno integrando l'AI aumentando la produttività senza ridurre il personale.https://www.nytimes.com/2026/05/29/business/economy/ai-jobs-productivity.htmlIBM Newsroom – Partnership globale tra IBM e Google Cloud per l'adozione degli agenti AI nelle imprese.https://newsroom.ibm.com/2026-06-04-ibm-and-google-cloud-announce-strategic-partnership-to-scale-ai-with-human-expertise-and-ai-powered-deliveryOpenAI – Approfondimento ufficiale sul progetto Codex per l'automazione dei processi fiscali.https://openai.com/index/building-self-improving-tax-agents-with-codex/Cybernews – Analisi delle nuove tecniche con cui i cybercriminali sfruttano chatbot e condivisione delle chat per diffondere malware.https://cybernews.com/cybercrime/hackers-turn-chatgpt-into-a-malware-delivery-platform/Financial Times – Il dibattito sul futuro delle AI capaci di migliorare autonomamente sé stesse e le implicazioni etiche.https://www.ft.com/content/7cc7800f-18ed-47d8-9539-221ae3e16182

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Episode 177: In this episode of Critical Thinking - Bug Bounty Podcast we're joined by BruteCat to talk about his journey hacking Google Cloud, Gmail, Youtube, and Google Phone.Follow us on twitter at: https://x.com/ctbbpodcastGot any ideas and suggestions? Feel free to send us any feedback here: info@criticalthinkingpodcast.ioShoutout to YTCracker for the awesome intro music!====== Links ======Follow your hosts Rhynorater, rez0 and gr3pme on X: https://x.com/Rhynoraterhttps://x.com/rez0__https://x.com/gr3pmeCritical Research Lab:https://lab.ctbb.show/ Need a Pentest? We just launched CTBB Pentests!https://pentest.ctbb.show/Hack full time? Check out the Full-Time Hunter's Guild!https://ctbb.show/fthg====== Ways to Support CTBBPodcast ======Hop on the CTBB Discord at https://ctbb.show/discord!We also do Discord subs at $25, $10, and $5 - premium subscribers get access to private masterclasses, exploits, tools, scripts, un-redacted bug reports, etc.You can also find some hacker swag at https://ctbb.show/merch!Today's Sponsor: Check out Zero Trust Cloud Access from ThreatLockerhttps://www.criticalthinkingpodcast.io/tl-ztcaToday's Guest: https://x.com/brutecat====== Resources ======StubZero: $148,337 RCE in Google Cloud Productionhttps://brutecat.com/articles/google-cloud-rce/Leaking the email of any YouTube user for $10,000https://brutecat.com/articles/leaking-youtube-emails/Disclosing YouTube Creator Emails for a $20k Bountyhttps://brutecat.com/articles/youtube-creator-emails/Leaking the phone number of any Google userhttps://brutecat.com/articles/leaking-google-phones/====== Timestamps ======(00:00:00) Introduction(00:29:14) 2nd RCE in Application Integration(00:39:55) BruteCat's Background & RCE Follow-up Questions(00:48:02) Google VRP and Youtube Bugs(01:10:17) Google Phone Leak(01:18:36) Discovery Docs and Episode 178 Teaser

In the AI race, some of Adobe's closest partners are also its biggest competitors. So how does it decide who to work with? Sahil Gupta is the Senior Director of Partnerships at Adobe, where he leads technology partnerships with the biggest names in AI including OpenAI, Anthropic, Google Cloud and NVIDIA. In this episode Liam sits down with Sahil to break down how these partnerships actually come together, what Adobe announced at Adobe Summit, how you navigate working with a partner you also compete with, and what the future of work really looks like from someone sitting at the center of the AI ecosystem. Topics covered: How Adobe structures partnerships with OpenAI, Anthropic, Google and Microsoft and surfaces its agentic capabilities inside each The NVIDIA partnership including 3D digital twins, agent governance and the next generation of Firefly models How you co-innovate with a partner like Anthropic that also competes with you on design tools The difference between working with a 30 year partner like IBM and a company only a few years old Why Adobe brings over 30 models including startups like Runway into Firefly What the future of work looks like and the radiology lesson from NVIDIA's Jensen Huang Episode Timestamps: 00:00 Intro 00:36 Competing and co-innovating with partners 01:22 How Sahil kept ending up at the center of industry moments 03:01 What a Senior Director of Partnerships actually does 04:03 Where partnerships actually come from 06:24 What Adobe announced at Summit 07:40 The NVIDIA partnership explained 10:28 Navigating partnerships with companies you also compete with 12:06 Working with 30 year partners versus brand new ones 13:43 What partnerships Adobe is building toward next 15:23 Why everything comes back to customer experience 17:54 How Sahil ended up in partnerships 19:27 The future of work and the radiology lesson 22:15 Why do you do what you do Partner Links: Upgrade your AI toolkit: https://www.theaireport.ai/ai-executive-pass Subscribe to our free newsletter: https://newsletter.theaireport.ai/subscribe Join the community: https://community.theaireport.ai/checkout/the-ai-report-welcome-gift?coupon_code=WRTH Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode and the Identity at the Center podcast is supported by CrowdStrike. Learn more at crowdstrike.com.Jeff Steadman and Jim McDonald sit down with Scott Kriz, GM of Continuous Identity at CrowdStrike, for a deep dive into continuous identity, zero standing access, and the convergence of identity and security. Scott traces his path from co-founding Bitium, to selling it to Google Cloud, to building SGNL and ultimately joining CrowdStrike. The conversation covers how continuous identity works in practice, why traditional PAM and IGA fall short in a real-time world, and what the rise of agentic AI means for identity governance at scale. Connect with Scott: https://www.linkedin.com/in/scottkriz/Learn more about Crowdstrike: https://www.crowdstrike.com/en-us/platform/next-gen-identity-security/caep/?idacConnect with us on LinkedIn:Jim McDonald: https://www.linkedin.com/in/jimmcdonaldpmp/Jeff Steadman: https://www.linkedin.com/in/jeffsteadman/Visit the show on the web at http://idacpodcast.com00:00:00 Introduction and welcome00:01:21 How Scott got into identity and co-founded Bitium00:03:55 Selling to Google Cloud and the inspiration for SGNL00:05:02 Continuous identity and zero standing access explained00:09:13 Defining continuous identity at CrowdStrike00:10:20 How continuous identity differs from PAM and IGA00:15:06 Data as the foundation for continuous identity00:19:29 Open ecosystems, Shared Signals Framework, and CAEP00:25:26 Agents, identity chaining, SPIFFE, SPIRE, and MCP gateways00:33:02 Identity inside CrowdStrike's broader security strategy00:37:27 Identity security budgets and ROI-driven purchasing00:40:04 Agentic scale and the need for automated identity controls00:43:39 The SGNL acquisition: what it means for both companies00:50:25 Zero trust as a real architectural framework00:54:00 Helicopter skiing, avalanches, and staying presentKeywords: IDAC, Identity at the Center, Jeff Steadman, Jim McDonald, Scott Kriz, CrowdStrike, SGNL, continuous identity, zero standing access, PAM, IGA, zero trust, agentic AI, non-human identity, NHI, SPIFFE, SPIRE, MCP, identity security, real-time authorization, cybersecurity

We're pleased this week to chat with Michael Betz of Covista about tackling the growing healthcare workforce shortage through scalable education and AI-driven innovation. They explore how Covista is leveraging its network of institutions—and a new partnership with Google Cloud—to build an AI-powered classroom that enables more personalized, adaptive learning experiences at scale.  The conversation also highlights the importance of preparing students with practical AI skills through targeted credentials, ensuring graduates can not only use these tools responsibly but lead innovation in their fields. Ultimately, it's a call for institutions to move beyond experimentation—focusing on intentional, student-centered implementation that combines technology, iteration, and strong change management to drive real impact. Guest Name: Michael Betz - Chief Growth & Innovation Officer and President, Walden University Guest Social: LinkedIn Guest Bio: Michael Betz serves as Chief Growth & Innovation Officer of Covista and President of Walden University. In this expanded role, Betz unites marketing, digital innovation and growth strategy across Covista and its portfolio of institutions—driving greater integration, smarter investment and a more seamless approach to how Covista attracts and engages students. As President of Walden University, Betz leads an institution serving over 50,000 online learners through doctoral, master's, bachelor's and certificate programs that help students advance their education and address critical workforce shortages. In his enterprise role as Chief Growth & Innovation Officer, he oversees marketing and digital strategy across all five institutions—harnessing artificial intelligence and emerging technology to sharpen Covista's competitive position and accelerate growth. Betz empowers his teams to strengthen the student experience while expanding Covista's leadership in nursing, medicine and behavioral health education. Through strategic partnerships, advanced technology and integrated marketing, he helps Covista address urgent healthcare workforce needs—from rural healthcare shortages to the growing demand for mental health professionals. - - - -Connect With Our Host:Dustin Ramsdellhttps://www.linkedin.com/in/dustinramsdell/About The Enrollify Podcast Network:The Higher Ed Geek is a part of the Enrollify Podcast Network. If you like this podcast, chances are you'll like other Enrollify shows too!Enrollify is made possible by Element451 — The AI Workforce Platform for Higher Ed. Learn more at element451.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cybersecurity Today for June 2, 2026. Microsoft has backed away from its hard-line stance against vulnerability researchers after widespread criticism from the security community. The dispute began after independent researcher Nightmare Eclipse published proof-of-concept code for unpatched Microsoft vulnerabilities, triggering a public debate over responsible disclosure, zero-days, and researcher relations. Cybersecurity Today would like to thank Material Security for sponsoring this podcast. Material Security provides faster, more complete detection and response for email, identity, and data threats inside Google Workspace and Microsoft 365. You can contact them at material[dot]security. Carnival Corporation disclosed a social-engineering attack that led to the theft of sensitive personal information affecting nearly six million people. Exposed data includes names, contact information, dates of birth, and government identification details. The ShinyHunters cybercrime group has claimed responsibility and alleges the breach involved even more records. Password manager provider Dashlane temporarily locked some customers out of their accounts after large-scale password-guessing attacks triggered automated security protections. Access was later restored, although some users reported lingering issues. The episode also examines a software supply-chain attack uncovered by Wiz involving 32 Red Hat Cloud Services NPM packages. Attackers compromised a Red Hat employee's GitHub account and inserted Miasma malware designed to steal Google Cloud and Microsoft Azure credentials. Timestamps: 00:00 Sponsor Message 00:28 Headlines And Intro 00:55 Microsoft Researcher Dispute 02:58 Carnival Cruise Data Breach 04:48 Dashlane Lockouts Explained 06:09 Miasma Malware Supply-Chain Attack 08:10 Wrap Up And Sign Off 08:31 Sponsor Deep Dive #Cybersecurity #DataBreach #Carnival #Microsoft #Dashlane #RedHat #SupplyChainAttack #CyberSecurityToday

In this episode of the Shift AI Podcast, LaSean Smith, Product and Growth Lead at Google Cloud, joins host Boaz Ashkenazy for a wide-ranging conversation on how systems thinking and agentic AI are reshaping the way individuals, small businesses, and enterprises operate.LaSean shares a career journey that spans Microsoft HoloLens, Amazon, a successful startup exit, and now Google — plus a portfolio of small businesses that have served as his real-world AI lab. From a salad shop in Renton to a pre-construction development business in Seattle, he's applied workflow design and agent automation to solve practical problems long before it was fashionable.The conversation digs deep into how to actually build effective AI agents — not by prompting a chatbot, but by thinking in workflows first, identifying where reasoning actually needs to happen, and writing skills that make agents fast, reliable, and token-efficient. LaSean explains the "parcel grader" agent he built for his construction business, why he starts every agent build in a chat interface before moving to CLI, and how the McDonald's SOP model is the right mental framework for getting great output from AI.Boaz and LaSean also discuss the barbell economy that AI is creating — where small players and large enterprises both gain leverage while the middle gets squeezed — why Microsoft's Copilot strategy missed the point, how to think about agent security and identity, and why healthy organizational culture is the actual prerequisite for successful AI adoption.The episode closes with a reflection on what "always changing" really means as a mindset, and why building resilience and systems thinking skills now is the most important career investment anyone can make.This episode is essential listening for entrepreneurs, operators, and anyone using or thinking about deploying AI agents in their work.---Chapters[00:00] Episode 100 and LaSean's First Jobs[03:30] From Microsoft HoloLens to Amazon to Google: LaSean's Career Path[08:00] What LaSean Does at Google Cloud Today[11:00] The Entrepreneurial Side: Small Businesses as an AI Lab[16:00] The Barbell Economy: Why the Middle Is Being Squeezed[20:00] Building the Parcel Grader Agent for Pre-Construction[25:00] How to Write Better Skills: Start in Chat, Not CLI[30:00] Workflow Thinking vs. Department Thinking[35:00] Why Google Is Generating 75% of Its Code with AI[38:00] The McDonald's SOP Model for Agent Design[42:00] Agent Security for Individuals and Small Businesses[47:00] Enterprise AI: Governance, Trust, and Organizational Design[52:00] The Two-Word Future of Work: Always Changing---Connect with LaSean SmithLinkedIn: https://www.linkedin.com/in/laseansmith/Connect with Boaz AshkenazyLinkedIn: https://www.linkedin.com/in/boazashkenazy/Email: info@shiftai.fm

To start the week, Salesforce announced results for its first quarter fiscal 2027 ended April 30, 2026. In other news, Workday and Google Cloud announced an expanded strategic partnership to bring AI agents for HR and finance closer to the people who need them, directly inside the applications they use every day. Building on connectivity related news, Procore announced the launch of its connected Common Data Environment (CDE). Finally, AvidXchange announced the launch of embedded AP payment automation within Acumatica, powered by AvidXchange's Accounts Payable as a Service solution.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Timestamps:07:20 - Building a European Alternative in Cloud Services14:02 - Leadership Style and Team Dynamics18:01 - Navigating the Fast-Paced Cloud Industry21:30 - Switzerland's Role in Europe's Digital SovereigntyThis episode was co-produced with Innovaud, the innovation and investment promotion agency for the canton of Vaud. Episode description:Mathias Nöbauer is the CEO of Exoscale, a European sovereign cloud provider helping organizations run applications and infrastructure under European jurisdiction. With more than 25 years of experience across software development, today, he is focused on building a European alternative to the dominant US cloud providers while helping organizations navigate an increasingly complex technology landscape.In this episode, we discuss why digital sovereignty is moving from a legal and compliance concern to a strategic business priority, how Europe's dependence on foreign technology infrastructure creates new risks for companies and governments, and why Europe needs to invest more boldly in its own technology ecosystem. Mathias also shares how Exoscale competes against hyperscalers like AWS, Microsoft Azure, and Google Cloud, and why he believes sovereign cloud infrastructure will become increasingly important for Europe's future prosperity.We also explore how to build trust in critical infrastructure businesses, the leadership lessons Mathias has learned from scaling an engineering-led company, and Switzerland's unique position as a trusted hub that could help shape Europe's digital future. Along the way, we discuss talent development, risk-taking in European entrepreneurship, and why innovation, sovereignty, and prosperity are more connected than many people realize.The cover portrait was edited by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.smartportrait.io⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.‍Don't forget to give us a follow on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Youtube ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠so you can always stay up to date with our latest initiatives. That way, there's no excuse for missing out on live shows, weekly giveaways or founders' dinners.

In today's Cloud Wars Minute, I examine how Google Cloud is using AI Threat Defense to help customers fight AI-powered cyberattacks. Highlights 00:03 — If you're going to be number one on the Cloud Wars Top 10, you've got to fight to keep that position and stay ahead of the incredible and highly capable competition across the Cloud Wars Top 10. Google Cloud, I believe, has taken yet another big step in ensuring that it remains the number one company on the Cloud Wars Top 10 by launching a new cybersecurity approach. 00:57 — The person leading that is Francis deSouza, who is the Chief Operating Officer of Google Cloud, but also president of its security products. In a blog post last week outlining what this new AI Threat Defense is all about, deSouza said it's time now that business customers be able to fight AI with AI, to defend against these very powerful incursions that the bad guys are going to be making using AI. 01:58 — So, there needs to be, among customers, a big shift in how they do things. It can't be, "Let's just do a little bit more of what we've always done." There's got to be a new approach, and Google Cloud believes it's got that now with this AI Threat Defense for Google Cloud. I believe this is the latest in an ongoing series of steps they've made around cybersecurity. 02:54 — About a year ago — or several months ago — the company announced its intention to acquire Wiz, with its end-to-end threat monitoring and awareness capabilities. That deal has now been completed, and the most recent step, I believe, is the launch of this new solution called Google AI Threat Defense. 03:56 — Now, I'm not trying to read more into that than needs to be said. Maybe Google Cloud AI Threat Defense seemed overly clunky, but I wonder if, in some ways, parent company Google is riding this high now. Google Cloud itself had a growth rate of 63%, up from 48% in the prior quarter, so the company is definitely on a run here. Visit Cloud Wars for more.

Qumulo and Cisco Launch Bridge-to-Cloud Architecture to Help Enterprises Beat the Flash Crunch at Cisco Live 2026 By Doug Green “Capacity extends to the cloud instantly. Users and applications never know that the systems have been extended into the cloud.” At Cisco Live 2026, Doug Green spoke with Brandon Whitelaw of Qumulo about the company's new Bridge-to-Cloud architecture with Cisco, a solution designed to help enterprises respond to one of the most urgent infrastructure challenges of the AI era: fast-growing data workloads, constrained flash supply, longer hardware lead times and rising demand for high-performance storage. Qumulo describes itself as an accelerated data company. In the podcast, Whitelaw explains that Qumulo helps organizations store and manage mission-critical file and object data across data centers, edge environments and the major public clouds. The goal is to unify those datasets into a consistent, AI-enabled data fabric that can support both today's high-performance applications and tomorrow's AI pipelines. Qumulo's customers include autonomous driving companies, media and entertainment organizations, special effects shops, sports broadcasters, life sciences organizations, genomic research teams, hospitals, public sector agencies and government entities. The common thread is data: large, high-capacity, high-performance datasets that must be available, protected and ready for use. The Cisco announcement focuses on Cloud Native Qumulo Enterprise combined with Cisco Unified Computing System through Qumulo's Cloud Data Fabric. The solution is designed to let enterprises extend file workloads from on-premises Cisco UCS infrastructure into the cloud without forcing a disruptive migration, application refactoring or a rebuild of existing workflows. For enterprise IT teams, the problem is practical. AI infrastructure demand is reshaping the market for memory and NVMe systems, creating pressure on traditional capacity planning. Instead of waiting months for new hardware or overprovisioning all-flash systems, Qumulo and Cisco are offering a bridge: keep trusted on-premises infrastructure in place while extending selected workloads into the cloud as needed. Whitelaw says the architecture gives enterprises a way to free up on-premises infrastructure for the most critical applications, while using cloud capacity to handle growth, burst demand and AI-readiness. The result is a hybrid model that is not simply about cloud migration. It is about operational flexibility. The solution also positions enterprise data for AI and analytics. Qumulo says CNQ Enterprise includes Cloud Data Fabric and NeuralProtect and can run on Cisco UCS on-premises as well as across AWS, Azure, Google Cloud and Oracle Cloud Infrastructure. The architecture is intended to make enterprise datasets available for AI pipelines into services such as Microsoft AI Foundry, AWS Bedrock and Google Vertex AI. For Cisco partners, service providers and enterprise IT teams, the message from the podcast is clear: hybrid cloud is becoming a pressure-release valve for data infrastructure. The Bridge-to-Cloud model offers a way to gain capacity relief, preserve application continuity, support elastic scale and prepare data for AI without forcing customers into a disruptive replatforming project. Qumulo CNQ Enterprise is available now for deployment on Cisco UCS on-premises infrastructure and across AWS, Azure, Google Cloud and OCI. It is also available through Cisco for simplified enterprise procurement. Qumulo is exhibiting at booth 4018 at Cisco Live 2026 in Las Vegas. Learn more at: https://qumulo.com/product/cisco/

What does it actually take to partner with Microsoft, Google, or Amazon — and turn that relationship into real revenue? In this episode, Jeff Mains sits down with Chaitra Vedullapalli, co-founder of Women in Cloud and pioneer of the Co-Launch 4P Framework. Chaitra spent nearly 27 years inside corporate giants like Oracle and Microsoft before stepping out to build a global economic access movement that has unlocked over $600 million for founders across 120 countries.She breaks down exactly why most SaaS founders get ignored by hyperscalers (hint: it's a mindset problem), how to align your go-to-market to their priorities instead of your own, and the practical framework she uses to drive visibility, demand, and partnerships at scale. You'll also learn the critical difference between a gateway offer and a core revenue offer — and why confusing the two is silently killing your pipeline.If you're building a SaaS or AI product and want to stop feeling invisible to enterprise giants, this episode is your roadmap.Key Takeaways4:17 — **The brutal truth about hyperscaler ecosystems.** Billions in multi-year cloud commitments are happening inside the Big Three, and most founders don't even know these opportunities exist. Hyperscalers aren't waiting for you — they're waiting for founders who want to co-launch with them.5:24 — **Why founders get ignored.** Founders enter hyperscaler ecosystems with a founder-led, "me-first" sales mindset — but hyperscalers want partners who can attract customers, build unique IP on their platforms, and co-own go-to-market.8:22 — **Origin of Women in Cloud.** Written on a napkin with a goal to democratize $1 billion in economic access, Women in Cloud has grown into a 150,000-member distribution engine across 120 countries, with $600M already unlocked.19:14 — **What being "in the hyperscaler channel" actually looks like.** It's not just listing your product on a marketplace. True channel presence means co-presenting at events, appearing in joint press releases, getting amplified through their marketing, and executing inside *their* rhythm — not yours.22:29 — **The Co-Launch 4P Framework explained.** Product offer, Promotion, Publicity, and Partnership — and how the EmpowerHer 50 campaign used all four to generate 10 million impressions and unlock $1M in AI scholarships through Microsoft.27:21 — **How to access the hyperscaler calendar.** Join their ISV or founder partner program — the full calendar of AI tours, product launches, and summits is available. Use it to architect your campaign around their priorities, not yours.28:07 — **Gateway offer vs. core offer.** Every founder needs two offers: a gateway offer (free, educational, easy to join — builds visibility and trust) and a core revenue offer (paid transformation — what hyperscalers ultimately care about).33:32 — **How leadership evolves from corporate to founder.** In corporate, someone sets the paradigm shift for you. As a founder, you *are* the paradigm shift. Chaitra shares how she learned to set direction, communicate vision, and lead through ambiguity.37:03 — **Why you have more leverage than you think.** You're not a small fish asking a favor. Your SaaS product drives cloud consumption revenue for hyperscalers. You bring them customers, solutions for their field sellers, and ecosystem diversity — all at once.41:55 — **The one thing to do today.** Learn the language before you knock the door. Replace "sponsorship ask" with "co-investment." Say co-build, co-sell, co-launch — and build something so indispensable they come to *you*.Tweetable Quotes"Hyperscalers are not waiting for founders. They are waiting for founders who want to co-launch their go-to-market with them." — Chaitra Vedullapalli"Being in the hyperscaler channel is not a status. It's an activity. It requires you showing up, staying aligned, and executing inside their rhythm — not your rhythm." — Chaitra Vedullapalli"You don't want to ask them to dance. You have to build something worth dancing with — and make it impossible for them to refuse." — Chaitra Vedullapalli"Stop thinking of yourself as a small fish asking a big fish to help. You are a revenue opportunity, a solution asset, and an ecosystem story — all at once." — Chaitra Vedullapalli"Before you try to dance with the giant, learn the steps they already know." — Chaitra Vedullapalli"If you don't have the 'co' in front of your language, you usually won't survive in the hyperscaler ecosystem." — Chaitra Vedullapalli"Community is underrated — but even in community, you need micro cohorts doing the same thing together." — Chaitra VedullapalliSaaS Leadership Lessons1. Shift from "Me" to "We" — or Stay Invisible Most founders enter hyperscaler ecosystems with a solo founder mindset. Hyperscalers require a "we" mindset: collaboration with their teams, alignment to their goals, and co-ownership of outcomes. The shift isn't optional — it's the price of entry.2. You Have More Leverage Than You Think Your SaaS product drives cloud consumption revenue for Azure, AWS, and Google Cloud. Your vertical solution fills gaps their field sellers can't. You're not asking for a favor — you're bringing them customers, solutions, and ecosystem narrative. Negotiate accordingly.3. Every Go-to-Market Needs Two Offers Build a gateway offer (free, educational, easy to join) that creates demand and visibility, and a separate core revenue offer (paid transformation) that closes. Confusing the two — or having only one — will stall your pipeline before it starts.4. Execute Inside Their Rhythm, Not Yours Join the partner program. Study the hyperscaler's quarterly calendar. Align your campaign architecture to their AI tours, announcements, and field priorities. The companies that win aren't shouting louder — they're speaking through the megaphones the hyperscalers already control.5. Use the ODA Loop When Things Break Down Observe what's actually happening in the market. Orient your team to the new reality. Decide with clarity. Act with precision. When geopolitical shifts, funding droughts, or market pivots hit, this framework prevents panic and keeps momentum.6. Founders Must Set the Paradigm Shift In corporate, leadership defines the vision for you. As a founder, you are the vision. Developing the ability to articulate a compelling paradigm shift — and galvanize collective action around it — is the single most critical leadership skill to build.Guest Resourcescvedulla@womenincloud.comhttps://womenincloud.com/https://www.linkedin.com/in/chaitrav/Episode SponsorThe Futureproof Series - https://www.youtube.com/playlist?list=PLfkXKUPZ5xuOqMPR7_gzGybncTtavyR1NThe Captain's KeysSmall Fish, Big Pond – https://smallfishbigpond.com/ Use the promo code ‘SaaSFuel'Champion Leadership Group – https://championleadership.com/SaaS Fuel ResourcesWebsite - https://championleadership.com/Jeff Mains on LinkedIn - https://www.linkedin.com/in/jeffkmains/Twitter - https://twitter.com/jeffkmainsFacebook - https://www.facebook.com/thesaasguy/Instagram - https://instagram.com/jeffkmains

NextEra’s $67B all-stock Dominion deal targets data center alley. Plus China’s top five each outpace Vestas, and 80% of Swedish wind producers ran at a loss. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! [00:00:00] The Uptime Wind Energy podcast, brought to you by StrikeTape, protecting thousands of wind turbines from lightning damage worldwide. Visit striketape.com. And now, your hosts Speaker 6: Welcome to the Uptime Wind Energy podcast. I’m your host, Allen Hall, and I’m here with three other people, Matthew Stead, Rosemary Barnes, and, uh, Yolanda Padron down in Texas. Uh, we’re all getting ready to go to American Clean Power in Houston, Texas, where it will be practically 150 degrees and 99% humidity, and we’re all looking forward to those warm, wet days that we will spend It is very similar to New Orleans. New Orleans was also very warm and very humid. So there’s a trend going on here with American Clean Power, although we were up in Minneapolis not too long ago, uh, but I guess we were in Phoenix too, so we gotta find a middle ground, everybody. Can we go someplace like– [00:01:00] Rosemary says we should always go to the Maldives, Tahiti. I got a lot of requests from Tahiti from people. We never go there. We never go to Hawaii.  Rosemary Barnes: I’ve suggested Hawaii so many times, and I’ve been told that Americans are not gonna be given permission from their manager to go to Hawaii.  Speaker 6: It’s kinda like Las Vegas.  Rosemary Barnes: Maybe one day we’ll make it to San Diego or something and get, um, beach adjacent facility And if your presentation is too boring, then everyone will be at the beach. So that will be how we ensure quality control of the speakers, which is a big problem at these events now, right? Like you can’t, um, there’s– It’s more like the norm is fairly boring sales pitches rather than informative discussion.  Speaker 6: We used to have OMNS, when I say we, I mean the wind community used to have OMNS out in San Diego in Coronado at the Del Coronado is, I think that’s the hotel name. And the one time that I went, I think I’ve been [00:02:00] there, I would say one time, uh, everybody was outside on the, at the beach, basically on the patio. So they’re holding all these talks and discussions, and it’s… I’m looking around, it’s like me and five other people. Everybody else is out there next to the water. So they had a problem with that. So I guess what they figured, either make it really cold or make it really hot, so it forces everybody into the climate-controlled conditions of, uh, the, uh, auditorium to watch the speakers. Maybe that’s the, the plan. All right. Let’s, let’s, let’s talk about what happened with NextEra and Dominion because there’s going to be a huge merger. So if you thought utility business was boring, it’s not anymore. NextEra announced a sixty-seven billion dollar all-stock deal to acquire Dominion Energy, a move that would create the largest regulated electricity utility in the world by market cap. Uh, [00:03:00] the combined company would serve about ten million customers accounts across Florida, Virginia, North Carolina, where I’m based, and South Carolina with one hundred and ten gigawatts of generation across renewables, nuclear, and natural gas. Uh, but the real driver here is data centers, of course. Dominion sits in the heart of Virginia’s data center alley, where it has connected more than four hundred and fifty data centers, and NextEra is building thirty data center hubs through its NextEra Energy Resources subsidiary and has partnered with Google Cloud on paired generation campuses. So together, they would control about a hundred and thirty gigawatts of large load pipeline. And the question is whether the regulators will let it happen. And I think that’s, having watched some of the news articles over the last several days, uh, the news broke pretty much Sunday morning or late Saturday night that this was happening and [00:04:00] The first thing that came to mind, are the regulators going to let it happen? And the concern is going to be, and you can well imagine how this plays out, they’re going to drag Dominion and NextEra up to Washington, D.C. and berate them about how electricity rates cannot increase due to data centers. And if they don’t swear to that, then this merger won’t happen. That’s my interpretation of what’s about to happen. It may not, but how does this play out? How does everybody else on the team at Uptime see this play out?  Matthew Stead: Seems like a good idea to me. So more economies, more geographic diversity, more opportunity for renewables.  Yolanda Padron: I can’t speak to Dominion, um, but being relatively close to the NextEra engineering team, they, they really know their stuff, right? So I think it’s something that should kind of give us a, a sense of relief here that it, [00:05:00] it’s a big team, but it’s a really smart and competent team taking over a big undertaking.  Speaker 6: You would like to see renewables and data centers work together. This would be the perfect match of the two, right? The, the largest renewable owner management company, along with the biggest data center, uh, region. Connecting those two would make infinite sense, but in the, our political environment today in the United States, that may be the reason to oppose it.  Matthew Stead: Yeah, why would it be a bad idea?  Speaker 6: Windmills, Matthew. Windmills. Windmills are bad. Can’t even call them wind turbines anymore. They’re windmills.  Rosemary Barnes: I used to mock people for saying windmill instead of wind turbine, but then when I moved to Denmark, um, you know, who, you know, have a firm, firm ownership of modern wind energy, or at least did back 10, 20 years ago They say windmill when they speak English. Um, the Danish word for it is vindmølle, um, which means windmill. [00:06:00]And so I can’t… I couldn’t maintain that, that energy because like, am I gonna, am I gonna mock these, you know, like everybody at that company knew more about wind energy than I did. Am I gonna mock them for not, not knowing the difference between a windmill and a wind turbine? No. So yeah, that’s, that’s something that I, I don’t do anymore.  Matthew Stead: That is really valuable to know, um, Rosie. I must admit, I did not know that, and I would mock people saying w- windmill, so thank you for setting me straight.  Rosemary Barnes: Yeah, there are plenty of, um, plenty of people who don’t know the difference between a windmill and a wind turbine and think, “Oh, why you only got three blades with so much air between them? You know, you’re gonna… Y- if you would just put twice as many blades, you’d get twice as many energy. Everybody who works in wind energy is just an obs- obvious complete and utter idiot.” Um, so there’s that kind of person, but then there’s also the industry. Another fun fact that they call the blades wings. Uh, um, yeah, in Danish they call them blade wings, which they are. [00:07:00] Speaker 6: In Spanish, isn’t it shovels? ‘Cause when I always translate those, uh, Spanish questions over to English, it always comes out shovel. At least early on, y- the early versions of Google Translate would translate it to shovel. Like, what are they talking about shovel on a wind turbine? That doesn’t make any sense.  Yolanda Padron: Yeah, like a shovel or a stick or like a, what you row with.  Speaker 6: Oh, like an oar. Okay, that makes a lot more sense. Okay. Thank you, Yolanda.  Matthew Stead: I think it’s really interesting that, um- We don’t have much material on NextEra, Dominion. Um, yeah, we just don’t think it’s a good– We all think it’s a good idea. There’s no controversy here.  Speaker 6: Oh, there’ll be controversy. Don’t worry about that. There’s always controversy. Welcome to America.  Matthew Stead: But among the four of us-  Speaker 6: We all think it’s great.  Rosemary Barnes: Well, it’s, um, I mean, some of the interesting facts that I read was that they’ve got 130 gigawatts of load, um, that they’re bringing to the table, and 51 gigawatts of that is contracted data centers. So that’s, that’s interesting. [00:08:00] And I think large amounts of new data centers on the grid are controversial because in– if you’re not very, very careful about how you integrate them, then you can end up just making electricity more expensive for everybody in the area that doesn’t necessarily get, you know, profit sharing from the data center. So, um, I think that, uh, like, you know, the wind ind- in the wind industry, we’ve obviously been through and are still in the phase of where social license, um, community acceptance is one of the most important things, maybe the most important thing when you’re developing a new project. And I think that we’re just at the start of that realization for data centers as well. Companies that are building the, the data centers, they need to do more than what’s required of them because otherwise they have big risks of project delays. It’s millions of dollars delay, um, for the delay for, um, yeah, for every, every day that, um, a data center is held up. And so how can you afford to risk annoying anybody? [00:09:00] You know, you just wanna be like the just, just perfect, um, addition to the community so that everybody is just happy and, and lets the project proceed. So, yeah, I thought– think that that’s, that’s quite an interesting aspect that I think I’m gonna s- we’re gonna see changing as, you know, all these planned data centers become real data centers. There’s a real risk that everybody hates data centers soon as much as they, um, hated wind tur- um, wind farms for a while.  Yolanda Padron: For the consumer, aren’t there, like, I don’t know if they’re in Virginia, but aren’t there price caps too for the market? When you’re– When it comes to how expensive the megawatt hour is? Speaker 6: Not necessarily. Re- remember that AEP in Ohio, uh, was requiring data centers to buy electricity at a certain amount. Because they both basically committed not to raise prices for electricity to the local communities, and that would be really hard to do. And okay, great, if, if they can pull it off, awesome. But there’s already a lot of [00:10:00] pushback about it, and it hasn’t even gotten to the point of being real yet, so it’s only gonna get worse. I see. And all the data centers are gonna be up in space no matter what. Everybody’s talking about building data centers on the ground. There’s no shot that that’s gonna happen. I’m just telling you, ’cause they can’t do it. They don’t– They can’t build gas turbines fast enough. There’s just limitations there, and transformers and everything else. It’s gonna be in space. It’s so much easier.  Yolanda Padron: And all the approvals you have to get and everything.  Speaker 6: It will be easier to do it in space In space, you don’t have neighbors. Matthew Stead: I said it before, it’s just crazy. The key issue around data centers is it’s actually the transmission rather than generation. I mean, you know, at least in Australia, and correct me if I’m wrong, Rosie, but you know, less than half the price in Australia is generation. The other half is sort of retail and transmission and this and that. And so actually, you know, the generation cost shouldn’t really increase. It’s really the transmission and the, the poles and the wires, which are the problem. And [00:11:00] you know, to your point, Rosie, social, social license for poles and wires.  Rosemary Barnes: I’m actually really surprised at Allen, ’cause normally, Allen and I have this, um, you know, we’ve played out this scenario probably 50 or 100 times over the, over the years with emerging technologies, and it’s always me that’s like, “You know what? I think, uh, I think there’s something to this one.” Um, and Allen always poo-poos it, and in this case, Allen’s, Allen’s excited. I, I’m on Allen’s– So I also, I also think space data centers is, is a thing that’s more likely to happen than not, at least to some extent. Um, so yeah, but I think, Matt, you’ve got the more mainstream opinion. Speaker 6: The voice of the common man. I  Yolanda Padron: think for all of our listeners out there, this is the first time Rosie and Allen agree on anything, so round of applause team.  Speaker 6: It won’t last long, Yolande.  Rosemary Barnes: It’s not true because, you know, nine out of 10 new technologies I also think are stupid. Um, so Allen and I agree on the bulk of them, but then of that one in 10, you know, nine out of 10 of those I, I [00:12:00] like and Allen doesn’t, so this is the, you know, the one-tenth of the one-tenth, so. Speaker 6: I don’t like gas turbines. Can we all agree we don’t like gas turbines? It’s– That would be insane to scale.  Rosemary Barnes: You know what? I, I don’t have a particular problem with gas, gas turbines. I don’t want a lot of new gas turbines. Um, I guess that that’s– We can all agree on, on that. I don’t think the– I think we have most of the gas turbines that we need, or at least, um, will in the next couple of years. And, um, yeah, I do think that their existence supports faster electrification, um, and faster growth of wind and solar. So I’m definitely not someone that wants to see all gas turbines turned off tomorrow.  Speaker 6: No, I don’t, I don’t want to turn them off. I’m  Matthew Stead: just saying you can’t get to scale. Speaker 6: Delamination and bond line failures in blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. CIC NDT are specialists to detect these critical flaws before they become [00:13:00] expensive burdens. Their non-destructive test technology penetrates deep into blade materials to find voids and cracks traditional inspections completely miss. CIC NDT maps every critical defect, delivers actionable reports, and provides support to get your blades back in service. So  Matthew Stead: visit cicndt.com because catching blade problems early will save you  Speaker 6: millions. Well, for the first time, five Chinese turbine manufacturers have all individually outpaced Danish wind giant Vestas in annual installations. Goldwind topped the global list with twenty-nine point seven gigawatts installed in twenty twenty-five. Behind them, Envision put up twenty-one point eight, Windy nineteen point eight, Mingyang at eighteen point six, and Sany at fifteen point one gigawatts. Vestas came in [00:14:00] sixth at twelve point nine gigawatts. The Chinese dominance was fueled by an enormous domestic market that has accounted for about ninety-four percent of those five manufacturers’ sales. Uh, but exports are obviously growing out of China too. The five captured nearly sixty percent of the hundred and seventy-eight gigawatts installed globally in twenty twenty-five, a year that saw the world market grow forty percent over twenty twenty-four. So Vestas still holds the crown for cumulative installations at two hundred and one gigawatts, but the gap in annual volume is now almost impossible to ignore. So Vestas has a lot of competition over in China. The, the amount of, uh, gigawatts coming out of the largest manufacturers in China is quite impressive, almost, well, more than double than what, uh, Vestas is doing, and Vestas is doing a pretty brisk business. What are, what are the outcomes of this, everyone? Is, can this be sustained in China [00:15:00] for very much longer? Can they continue to, to create at, at that rate?  Rosemary Barnes: Yes. Okay, move, move on to the next segment  Speaker 6: Well, that’s a, that’s a huge amount of gigawatts coming out of China. And if 94% of it’s staying in China, eventually you run out of China to put wind turbines in. Rosemary Barnes: They– I mean, we’re a long way from running out of places in China to put wind turbines in, because China is gigantic. A lot of it is not that populated. They’ve got a lot of offshore area still. But I just think it’s gonna follow the same playbook as, as solar probably, where you see, you know, early on heaps of domestic market, which is totally rock solid because it’s not relying on people to see a positive business case in doing it. You know, like it’s really… You know, targets are, are really mandated and people make sure that they are met. Um, and then the incentives are also different as well. Like my understanding is that [00:16:00] there’s a lot of incentives about installation of megawatts, um, and then, you know, the, the operation is like, we’ll figure that out as we go. The volume, the number of manufacturers that are there, they’ve got, you know, like such a great supply chain all there in the same area, so you can move fast and like I, I don’t see anything can get in the way of, you know, continuing to pump out these turbines at that speed. It’ll keep going until, you know, the government basically decides we’ve got, uh, enough wind energy now and then puts the, the brakes on it. And, you know, that’s what we’ve just been through in solar recently. China is, um… You know, they’ve just– they’ve got a big economy and they’ve just got like rock solid resolve to follow through on, on things that they commit to. Um, whether we can, you know, argue about whether it’s a smart strategy or not, but you know that they will follow it, they will execute on, on it. I don’t think anyone would, would say that they won’t. So I think, [00:17:00]can it continue forever? No. But do I think it can continue for another 10 years? Yes. And is that long enough to cause massive problems for any other manufacturer? I think also yes.  Matthew Stead: Hey, Rosie, can I ask you a question? You know, obviously there was some cable was proposed, you know, between Australia and Singapore. Do you see China going in that direction? You know, putting rather than pipes with gas in it, um, pipes with electrons? Uh,  Rosemary Barnes: I don’t see China– I’m actually working on a video at the moment about a global sub-sea grid, and I just interviewed, um, uh, Xlinks, you know, that was originally a project from Morocco to the UK, and then the other one, which is super cool, um, we might have an argument about the plausibility of it, is NATO L, which is just in like early development stages. It’s going to connect the UK to Canada. Um, and yeah, so that’s, um, a few thousand kilometers long. The ocean depth is maximum [00:18:00] three, I think, kilometers, maybe even a tiny bit more than that, um, which is like right on the edge of what is possible. N-none of those projects really actually rely on big technological improvements. Um, they’re possible with today’s technologies. Um, but I don’t see China doing so much of that. I think that one thing that might actually stop that is that, um, when you have big interconnectors like that, I think the engineering part is not the hard, the hard part. I think that the, it’s the politics. I do see them exporting their, um, you know, they’ve got really good ultra high voltage DC technology, but the transmission lines, they have exported a little bit. There’s some projects in Brazil that are Chinese made. There’s one in India. I don’t actually know if that is Chinese made, but you know, like I could really imagine them also rolling out projects in Africa, for example. Um, but beyond that sort of thing, I, I wouldn’t tip China as the country to, you know, develop a global [00:19:00] sub-sea grid. Speaker 6: Do you think the low solar prices have hurt the wind manufacturers in China a little bit? Obviously, there’s a lot of solar panels that are able to be shipped immediately, which is what’s happening right now. But turbines, not so much. It’s a little harder to do. But you, you would think that a lot of these countries and communities would be putting in wind But solar is so cheap right now that, that is what is winning at the moment, and it must be hurting the Chinese wind manufacturers, you would think. Rosemary Barnes: I don’t think they’re really in a competition with each other, um, at the moment. In Australia, I think yes. I think that, um, the, like, roaring success of solar and especially batteries is, um, making wind less appealing to develop. But globally, I think that it’s, you know, it’s a race between, um, fossil fuels and renewables. It’s a race between energy security and continued reliance on, you know, countries that [00:20:00] you don’t really want to rely on for fossil fuels. I think that those are the, the much bigger, um, competition at the moment. It’s a bit short-sighted because, yeah, wind and solar is really easy for the, the part of the, uh, energy transition that we’re doing now, and, uh, if you just don’t build any wind until you reach the limit of solar and batteries, then you’ll find yourself quite far behind. So that’s what we’re really struggling with in Australia and finding, like, what is the right level of government, um, support because people… You know, like in an electricity market like Australia, you’re not supposed to rely on governments, you know, planning out the system and deciding what thing to build, and I think that that has been a real strength of the Australian market that it has, you know, the government has got out of the way. It is hard to see, um, us getting to where we need to go in a orderly fashion without some planning for this, like, lumpy middle part of the energy transition. I don’t know. What do you think, Matt? Is that how you see it in Australia as well?  Matthew Stead: Yeah, I think there’s a place [00:21:00] for everything, and, you know, wind, solar, battery is a perfect match and the right places for the right thing. Rosemary Barnes: It’s really hard because, you know, like, when you look at the system as a whole, you know, like you plan out what, what full energy system is cheaper and better, you know. Is it the, you know, the current fossil fuel system and all of the, you know, annual maintenance and, um, improvements like, um, extensions that need to go along with that to support, you know, things like data centers and population growth, or is it the fully renewable system? And, you know, if you look at the end state, then I don’t think that many studies or maybe any studies come to the conclusion that anything other than renewables is the, the cheaper, better system. But it’s just, it doesn’t mean that every step along the way is cheaper, and so you end up with this, yeah, like this hump in the middle that you’ve gotta, you’ve gotta get over if you wanna get from one to the other, and it’s, um, it’s complicated. Speaker 6: I just listened to a podcast about this half an hour ago, uh, and it [00:22:00] was very contentious. And I won’t get into the details of it, but it was just one or the other. We wanna have all petroleum-based, coal-based generation in the UK, or we want zero emissions. They never got into anywhere in the middle, which is where it’s going to have to be. So why don’t we talk about that? I– It doesn’t… The political atmosphere of the UK is, is a little unstable, as we’ve all read in the newspapers and seen online. Uh, but it, but it’s just causing the both sides to go to extremes. And on the renewable side, some of the arguments that are being made were so outlandish that I could hardly continue to listen to it. Same thing on the gas and coal side. Like, what are we gonna do? The UK is really in a pinch. They’re gonna have to do something, and it all– as Rosemary’s pointed out, doing nothing is real ex- it’s gonna be tremendously expensive too. So there’s, there’s gonna have to be a, a reckoning somehow, but it, it’s all tied to the [00:23:00] economy at the moment. Like most things that happen in a country, decisions are made about what’s happening right now, not what’s gonna happen five years from now.  Yolanda Padron: Right. And to your point, like countries need to protect themselves, right? Like what are you gonna do, bank on world peace?  Speaker 6: That’s a bad bet historically.  Matthew Stead: But, um, how many, how many of those charts have you seen in the last one to years where you’ve got the, the fossil fuel, say the coal generation versus renewable generation? How many of those, um, charts have crossed over in the last few years where, you know, renewables generation is, is higher than coal generation? It’s just, it’s happening all over the world. It’s just happening, and you look at the graphs, it’s just happening.  Speaker 6: It’s less expensive, so that’s why they’re doing it. The decision’s made with the dollar. You know, the financing and the bankers and insurance are all gonna drive that, and it’s not gonna be the decision you, the homeowner, are gonna have a lot of influence on. It’s all gonna be done at a higher level, and it’s gonna be whatever’s cheaper and whatever’s available. Back to Rosemary’s point, [00:24:00] solar is cheap and available, people are gonna do it. Wind is cheap and available, they’re gonna choose it no matter who’s in office, right? I… Yeah, that’s the engineer talking, not the politician.  Matthew Stead: Battery, wind, and solar is only gonna get cheaper. Is, um, is, uh, gas turbines and coal gonna get cheaper? Speaker 6: They can’t. In order to get the efficiency up where they need to, it’s gonna be super expensive, which is what we’re at today. That’s why gas turbines are s- you can’t mass produce them, and that’s why they cost so much money. It’s a great business if you sell a couple a year. You can’t sell thousands of them. There’s just not a way to do that. As wind energy professionals, staying informed is crucial, and let’s face it, difficult. That’s why the Uptime podcast recommends PES Wind magazine. PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high-quality content you need. Don’t miss [00:25:00] out. Visit peswind.com today. Over in Sweden, they built all the wind farms, and here at Weather Guard we’ve talked to a number of operators over in Sweden, so has EOLOGIX-PING, uh, and the– So but the wind farms and the customers haven’t really showed up, and researchers in Sweden have analyzed two hundred and forty-four Swedish wind power producers owning more than about thirty-seven hundred turbines covering eighty-five percent of the country’s total wind generation. So it’s a pretty large study. They found that eighty percent were effectively operating at a loss in twenty twenty-four. The total sector losses reached six point three billion Swedish kronor, uh, about six hundred and twenty million euros. The sector’s profit margins fell to a negative fifty-one percent. That’s right, negative fifty-one percent. Uh, and here’s the real paradox. Although wind production actually [00:26:00] rose from thirty-four point two to forty point six terawatt-hours, revenues fell for the first time in at least six years. Uh, the more they produced, the less they earned. And the real culprit is overcapacity. So they have so many turbines up in northern Sweden, uh, that it’s driving the energy prices down, much like Australia. Uh, and the missing link is obviously transmission because it is big demand to the south. It’s just getting the power there. Vattenfall alone lost eight hundred and seventy million euros in its wind business in twenty twenty-four, and one of its subsidiaries curtailed seventeen percent of the potential production because of, uh, shutting the turbines down was less expensive than selling into negative prices, which would make sense. So the price has gotten so low in Sweden that it’s better just to turn the turbine off and, and eat the loss than to generate power at a, at a negative price. This is a common theme [00:27:00] as wind has grown, and solar for the same matter, is that when you have so much of it, the price of electricity will drop. And until you can get that power out to other areas that has high demand It becomes a losing proposition. How does this play out? Will the– Now will countries finally take transmission seriously and start to even out the grid? Is that where we’re going?  Yolanda Padron: I mean, I hope so. The idea of curtailing potential energy isn’t something new, right? It happens here in Texas all the time. It happens in a lot of places all the time, um, just to, to not overflow the grid. And it makes sense, but it doesn’t make sense too much, at least to me, that in the same country you have parts of it where you have an electricity surplus and negative pricing, and other parts of it where you just, you don’t have enough energy for the whole, uh, region, right? So, uh, I really hope they take it a bit more seriously than they, than they currently are.  Matthew Stead: Uh, I think the interesting thing about Sweden is [00:28:00]that they’ve got a lot of hydro as well, and so those two things tie together. Um, you know, much like Australia, we’re building the, like the largest in the Southern Hemisphere, um, hydro scheme, and, um, maybe that’s part of the missing puzzle is the actual, the storage element. So if they had more pumped hydro, you know, they could, um, perhaps store that excess energy and then, then reuse it. But, you know, unless there’s no pipes from the north to the south, you know, that’s not gonna help anyone.  Speaker 6: Hydro is expensive. The more recent news articles I’ve seen about pumped hydro is it’s way less expensive to put in wind or put in solar or put in some batteries than to do pumped hydro projects. It’s complicated. It’s a lot of construction, obviously, and, uh, the pumps and the equipment are not cheap. So, uh, yeah, so although if you do have hydro and it’s currently running, you would leave that alone, but I think some of the newer pumped hydro projects probably won’t happen. Even if they’re on the– have [00:29:00] been planned and, and even started, I think they’re really reevaluating that it’s probably cheaper to do batteries. Matthew Stead: In Australia, in Snowy 2.0, I think the original budget was, was it 3 billion? And now it’s up to 12 to 15 billion.  Rosemary Barnes: Anybody that was working on that would’ve known that the price was very likely to blow out because that particular project has a really long tunnel. The two reservoirs that, like the reservoirs were existing, so you think, okay, that’s good, you save money. But the expensive part of pumped hydro is the tunneling and then, and it’s a very long tunnel. Um, and it’s just so super predictable that when you have a super long tunnel, you one, increase the cost a lot, but two, increase the risk of a massive cost blowout. So I think it’s not a good predictor of, of projects as some other ones that are, that are happening. I think the biggest problem with hydro is that, um, the project lives are so long, like 100 years e- easily, [00:30:00] but that doesn’t mean anything in today’s dollars, y- you know? So it’s like no one can, no company is gonna assign any value to the electricity they’re gonna generate in 100 years time, you know? So it’s, um, it, it’s really hard for it to stack up to, as a project today unless it’s a government doing it. Matthew Stead: But I mean, once Snowy 2.0 is done, it will still be reasonably cost-effective as a long-term storage source.  Rosemary Barnes: Yeah. If it had been made on time, then I think it would’ve, it would’ve been a real enabler for the energy transition for getting heaps of wind and solar. But it wasn’t done on time, and we barely we- storage isn’t our problem right now. We have actually got lots of, of storage. That’s not what’s stopping people from building projects. So, um, I think it is a bit of a shame.  Speaker 6: Back to your point, Rosemary, how old hydro is in terms of electricity generation. I, I went to go look up when Niagara River, Niagara Falls in, in the States first [00:31:00] started producing power, 1895. That’s how long we’ve been using water power in the States to create electricity. Hoover Dam, which also does something very similar, is in the 1930s, 1935, ’36, around that timeframe. So it’s almost been 100 years there too, 90 years. Yeah. It’s, it’s amazing. So you don’t plan for those, those pieces of, uh, infrastructure to run that long, but they do. That wraps up another episode of the Uptime Wind Energy podcast. And if today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn, and don’t forget to subscribe so you never miss an episode. And if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show. For Rosie, Yolanda, and Matthew, I’m Allen Hall, and we’ll see you here next week on the Uptime Wind Energy [00:32:00] podcast.

Our 246th episode with a summary and discussion of last week's big AI news!Recorded on 05/22/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:Google I/O highlights included Gemini 3.5 (with 3.5 Flash emphasized for speed and benchmarks), the always-on agent Gemini Spark running on Google Cloud with MCP tool support, and Gemini Omni multimodal video generation/editing, plus updates like Anti-Gravity 2.0, Gemini for Science, and Genie world-model navigation using Street View and Waymo simulation.Coding-agent competition accelerated with Cursor Composer 2.5 (fine-tuned on Moonshot's Kimi K2.5) and xAI's early Grok Build release, alongside discussion of potential Cursor–xAI ties and xAI's talent churn and compute utilization concerns.Business and legal updates included Elon Musk losing his OpenAI lawsuit on statute-of-limitations grounds, reported OpenAI–Apple partnership tensions, Anthropic agreeing to a $30B funding round at a $900B valuation and projecting its first profitable quarter, and Cerebras' IPO surging about 90%. Research and safety stories covered OpenAI's result on an 80-year-old Erdős geometry problem, findings on “negation neglect” in training, interpretability work showing multiple redundant circuits per capability, agent benchmarks like Terminal World, new deepfake takedown enforcement under the Take It Down Act, demonstrations of autonomous hacking/self-replication, rapidly improving AI cyber capabilities, and steps toward image provenance metadata and watermarks.Timestamps:(00:00:10) Intro / Banter(00:01:15) News PreviewTools & Apps(00:05:05) Google unveils AI model Gemini 3.5 and AI agent Gemini Spark(00:11:43) Google's Gemini Omni turns images, audio, and text into video — and that's just the start | TechCrunch(00:17:27) Google launches Antigravity 2.0 with an updated desktop app and CLI tool at IO 2026 | TechCrunch(00:22:35) Google Debuts AI-Powered Tools To Optimize Scientific Research Workflows(00:27:20) Google's Genie world model can now simulate real streets with Street View | TechCrunch(00:29:51) Cursor's Composer 2.5 matches Opus 4.7 and GPT-5.5 benchmarks at a fraction of the cost(00:37:37) xAI Introduces Its Coding Agent Called Grok BuildApplications & Business(00:41:55) Musk loses OpenAI court battle as he waited too long to sue(00:48:08) Anthropic agrees terms of $30bn funding deal at $900bn valuation(00:53:12) OpenAI co-founder Andrej Karpathy joins Anthropic's pre-training team | TechCrunch(00:56:49) Greg Brockman Officially Takes Control of OpenAI's Products in Latest Shake-Up | WIRED(00:58:15) OpenAI-Apple Partnership Frays, Setting Up Possible Legal Fight - Bloomberg(01:01:13) AI chipmaker Cerebras soars 90% in year's biggest IPO so farResearch & Advancements(01:07:10) AI just solved an 80-year-old ‘Erdős problem,' and mathematicians are amazed | Scientific American(01:11:50) Negation Neglect: When models fail to learn negations in training(01:13:18) All Circuits Lead to Rome: Rethinking Functional Anisotropy in Circuit and Sheaf Discovery for LLMs(01:16:20) Autonomous AI research for nanogpt speedrun(01:21:59) TerminalWorld: Benchmarking Agents on Real-World Terminal TasksPolicy & Safety(01:23:15) America's dangerous, messy deepfakes crackdown is here | The Verge(01:25:17) Language Models Can Autonomously Hack and Self-Replicate(01:28:48) How fast is autonomous AI cyber capability advancing?(01:31:32) Positive Alignment: Artificial Intelligence for Human FlourishingSynthetic Media & Art(01:33:15) OpenAI is making it easier to check if an image was made by their models | TechCrunch(01:33:56) How Chinese short dramas became AI content machines | MIT Technology ReviewSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Guests: Gal Ordo, Co-founder & CPO @ Native  Topics:  In Episode 186, we debated 'Native vs. Third-Party' as a binary choice. Native seems to be a third-party vendor whose entire existence depends on the belief that cloud-native controls are superior. Does your platform validate the 'Cloud Provider' side of the debate (that their controls are enough), or does the fact that you exist prove the 'Third-Party' side (that native interfaces aren't enough)? A key argument against native controls is an AWS WAF and a Google Cloud Armor don't behave the same way. If your tool manages native controls across multi-cloud, how do you handle the 'lowest common denominator' problem? Do you dumb down the policy to fit all clouds, or do you expose the unique complexity of each one? GuardDuty and SCC produce similar but meaningfully different results. How do you abstract across that so an analyst or IR team isn't having to dig into the exact meaning of the different JSON fields in their output? We often say native tools are 'good enough' for 80% of use cases but lack the depth of specialized third-party vendors (like a dedicated CNAPP or DLP). By betting your company on orchestrating native controls, are you effectively betting that 'good enough' is the future of the market? What happens when a customer needs a feature that the CSP hasn't built yet? What fraction of your users are taking this from a "I'm 80% this one cloud, I need great coverage there and good enough elsewhere" vs "I'm truly multi-cloud" or even scarier "I have a workload that is active spanning clouds"?  Do your customers push you towards helping with the kinds of SaaS platforms that SSPM vendors cover? If AWS and Google Cloud suddenly decided to make their native security UIs perfect and unified tomorrow, would your company cease to exist? Or is the complexity of the cloud strictly increasing, guaranteeing you job security forever? Related: Video version EP186 Cloud Security Tools: Trust the Cloud Provider or Go Third-Party? An Epic Debate, Anton vs Tim EP160 Don't Cloud Your Judgement: Security and Cloud Migration, Again! The Great Cloud Security Debate: CSP vs. Third-Party Security Tools native.security blog

SUMMARY: The biggest enterprise AI question may no longer beWhich model is smartest? Instead, which organization can most effectively operationalize, govern, and economically scale AI agents across the business?'SHOW: 1030SHOW TRANSCRIPT: The Enterprise AI Show #1030 TranscriptSHOW VIDEO: https://youtu.be/acOBfRI0P3USHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance. We got this.Nasuni - Activate your data for AI and request a demoSHOW NOTES:Opening Thesis - Was the first wave of AI adoption artificially cheap? - The industry may be transitioning from subsidized growth to usage-based economics. Key Topics 1. Evidence AI Was Subsidized Massive CAPEX vs low end-user pricing Generous enterprise bundles Frontier model access for $20/month 2. The Hidden Economics of AI Agents - Agents consume exponentially more inference Tool orchestration, retries, memory, verification 3. Why Frontier Labs Are Shifting Focus From benchmark supremacy to orchestration Governance, memory, connectors, MCP, workflows 4. Forecasting AI Pricing 12 Months:  Commodity inference gets cheaper - Frontier reasoning remains premium 24 Months:  AI billing resembles AWS-style infrastructure billing Runtime, memory, latency and orchestration become billable 36 Months: Outcome-based pricing emerges AI spending shifts from IT budgets to labor budgets Final Takeaways  Commodity AI becomes utility-priced Frontier reasoning becomes premium Agents reshape enterprise economicsKey Conclusions1. AI probably was subsidizedThe economics strongly suggest adoption-first pricing.2. The subsidy era may be endingPremium tiers and metered pricing are emerging.3. AI agents fundamentally alter economicsUsage scales exponentially with autonomy.4. Commodity AI and frontier reasoning are separatingOne becomes cheap.One becomes premium.5. The real battle is moving upward in the stackThe future moat may be:orchestrationgovernanceworkflowsenterprise contextoperational toolingFinal Closing Thought“The biggest enterprise AI question may no longer be:‘Which model is smartest?'Instead:‘Which organization can most effectively operationalize, govern, and economically scale AI agents across the business?'”FEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Today's guest is Eyvonne Sharp, a Google Cloud technical leader, Network Collective co-founder, co-host of The Cloud Gambit podcast, and former network architect at a Fortune 100. Eyvonne shares stories from her impressive career, offers advice to her younger self, and how to appreciate those “magic” moments in your career when a project fires on... Read more »

Today's guest is Eyvonne Sharp, a Google Cloud technical leader, Network Collective co-founder, co-host of The Cloud Gambit podcast, and former network architect at a Fortune 100. Eyvonne shares stories from her impressive career, offers advice to her younger self, and how to appreciate those “magic” moments in your career when a project fires on... Read more »

At Google Cloud Next in Las Vegas, I sat down with Granville Valentine to talk about one of the biggest shifts happening in business technology right now, the move from isolated AI experiments to orchestrated, production-scale agentic systems. Granville leads Google Cloud's AI Go-to-Market organization across North America, working directly with major enterprises on adopting Gemini, customer experience AI, and multi-agent workflows. That puts him right at the center of how businesses are actually deploying AI in the real world, and where many are still getting stuck. In this conversation, we explore why so many companies discovered in 2025 that standalone chatbots were failing to deliver measurable ROI, and how orchestration-based AI systems are changing that. Granville explains why the future belongs to multi-agent workflows built around business outcomes rather than technology demos, with different agents collaborating around customer experience, commerce, upselling, support, and personalization. We also discuss the rise of proactive "digital concierges" that unify search, commerce, maps, personalization, and customer service into a single intelligent journey rather than the fragmented app experiences consumers are used to today. Granville shares practical examples from companies like The Home Depot and explains how businesses are using Gemini Enterprise for Customer Experience to create more natural and effective customer interactions. Another major theme in this episode is data. We explore how cross-cloud connectivity and universal context engines are helping organizations query data across multiple cloud environments without moving everything into a single platform first, dramatically reducing friction for companies trying to build agentic workforces. The conversation also touches on generative media, from video and image creation to interactive shopping experiences, and how businesses are using these tools to drive real engagement, customer retention, and revenue growth rather than simply producing flashy content. Most importantly, this episode cuts through the hype and focuses on execution. Granville explains why businesses need to stop thinking about AI as a standalone feature and start thinking about it as an operating model built around outcomes, experimentation, and continuous learning. Are businesses finally ready to move from AI experimentation to the agentic enterprise? Please check the partners of the Tech Tech Talks Network Learn more about the NordLayer Browser Visit Denodo.com