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Hey HBs! We're back for part 2 of CLAIMED BY THE HUNTER by Lynnea Lee! When we left you yesterday, Alice had just been carried into Raj'k's ship and he had introduced her to the decontamination unit... naked. And she sniffed him! Bonus Content: tiny home agrihoods, apocalypse partners, unrelatable Costco content, and so much more! Lady Loves: Mel: my local Buy Nothing group and FB Marketplace have been wonderful to me lately! So much garden goodies and helping each other out while avoiding sending good stuff to the landfills! You'd be shocked how much a single Prius can hold. Sabrina: keyboard nipples! Wasn't sure they were even a thing anymore, but Lenovo hasn't abandoned them and it's so happymaking! This Friday on PATREON, Mel is telling Sabrina all about book 2 in this series WANTED BY THE HUNTER by Lynnea Lee! Next week we'll be back with I GOT ABDUCTED BY ALIENS AND NOW I'M TRAPPED IN A ROM-COM by Kimberly Lemming! Want to support the show? Rate and review us on your favorite podcast app! It super helps the algorithm connect us to new listeners. Credits: Theme Music: Brittany Pfantz Art: Author Kate Prior Want to tell us a story, ask about advertising, or anything else? Email: heavingbosomspodcast (at) gmail Follow our socials: Instagram @heavingbosoms Tiktok @heaving_bosoms Facebook group: the Heaving Bosoms Geriatric Friendship Cult The above contains affiliate links, which means that when purchasing through them, the podcast gets a small percentage without costing you a penny more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
NVIDIA's dual announcement of a major security initiative and a record-breaking financial maneuver. The company introduced the Open Agent Safety Platform, which utilizes tools like OpenShell and Sentry to establish a protective "trust layer" that prevents autonomous AI agents from performing unauthorized or unsafe actions. This security push is supported by several industry partners, including Lenovo, Dell, and HP, who aim to integrate these safeguards into their own enterprise ecosystems. Simultaneously, NVIDIA authorized a massive $150 billion expansion of its stock repurchase program, bringing its total buyback capacity to $235 billion. Market analysts interpret this aggressive capital return as a sign of management's confidence in the company's long-term value despite recent shifts in market valuation. Collectively, these moves signal NVIDIA's ambition to dominate both the physical infrastructure and the governance standards of the emerging agentic AI era.
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the emotional side of the transition into retirement with clients Vid and Nupam Desai. Vid recently took early retirement after six years as chief information officer at the FDA, capping a 40-year career in pharmaceuticals, clinical research and medical devices. Nupam is still leading her team at Lenovo and planning her own retirement over the next couple of years. The four of them talk about learning to live together again, getting comfortable spending money you spent decades saving, and the travel, hobbies and giving back the Desais are planning for the years ahead.Listen in to learn about why even the most capable do-it-yourself planners reach a point where handing off taxes and investments brings relief, how seeing a plan on paper helps the logical and emotional sides of retirement catch up with each other, and what couples can expect when one spouse retires first.In this episode, find out:Why Vid calls holding on to his own finances and taxes for too long one of his biggest retirement lessons.How seeing their plan on paper helped the Desais start feeling confident about spending.What changes at home when one spouse retires and the other keeps working.Why Nupam is staying at Lenovo long enough to set her team up to succeed.How the Desais picture their first five to ten years of retirement, from six-week stays abroad to community service and the Peace Corps.Tweetable Quotes:"While we are financial advisors in this wealth management space, a lot of times what we are is a thought partner."Murs Tariq"A lot of times when people come to us, it's emotional. It's an emotional hurdle."Radon StancilResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.
Googlebook convierte Android en sistema para portátiles premium con Gemini, aplicaciones móviles e integración directa con tu teléfono desde 899 dólares. Por Félix Riaño @LocutorCoGoogle quiere que Android deje de vivir principalmente en teléfonos y tabletas.La compañía acaba de abrir las reservas de Googlebook, una nueva familia de computadoras portátiles que llega a las tiendas en octubre.No son Chromebooks con otro nombre.Googlebook usa una nueva plataforma construida sobre la tecnología de Android, incorpora partes de la experiencia de ChromeOS y ejecuta aplicaciones de Android de forma nativa. También integra Gemini directamente en el escritorio.Acer, Asus, Dell, HP y Lenovo van a fabricar los primeros cinco modelos.El precio comienza en 899 dólares y llega, de entrada, hasta 1.299.Y eso cambia la pregunta: ¿Android ya está preparado para ser el sistema de una computadora de más de mil dólares?Bibliografía:Google: Googlebook is here and ready for pre-orderGoogle: Googlebook built-in intelligenceGoogle: First look at GooglebookArs Technica: Googlebooks launch October 4 starting at $899CNET: Googlebooks hands-on first lookBloomberg: Google rolls out $899-plus GooglebooksThe Verge: The long dream of the GooglebookEngadget: Googlebooks, a laptop that works better with your Android phoneGizmodo: The new Googlebooks are Chromebooks all grown up9to5Google: Googlebook launchTom's Guide: Googlebooks vs. ChromebooksConviértete en un supporter de este podcast: https://www.spreaker.com/podcast/flash-diario-de-el-siglo-21-es-hoy--5835407/support.
AirPods 5 open-ear noise cancellation put to the test by blind users, plus Google's new Googlebook Android laptops, the pricing, and the accessibility answers Google still has not given.Steven Scott bought the AirPods 5 expecting to be unimpressed and came away sold. The headline is the noise cancellation: Apple claims a 50 percent improvement over AirPods 4, and in a room with a laptop and NVDA speaking, the background noise all but vanished. Steven and Shaun Preece work through the open-ear fit that sits in the ear rather than sealing it, the comfort over long listening sessions, and why the transparency mode is convincing enough that he forgot an earbud was missing. If you buy a set, spend the extra on the wireless charging case version for the volume controls on the stem.The trade-off against the AirPods Pro 3 comes down to battery life, around five hours rather than eight, which matters when a call lands at the wrong moment. For books, podcasts and music in the Apple ecosystem, the value case is strong at the lower end of the price scale.Then the laptop story. Google has launched Googlebook, a new category running Googlebook OS, built on Android with ChromeOS foundations and sold on Gemini. Five machines from Acer, Asus, Dell, HP and Lenovo start at 899 US dollars, all with 16GB RAM, OLED touch displays and metal bodies, split between Intel Core Ultra and Qualcomm Snapdragon processors. Pre-orders are open, with US availability from October 4 and other markets a day later.The accessibility picture is blank. Google has not said what the screen reader experience will be, whether TalkBack behaves like ChromeVox, or what happens to Braille display support. For any school considering swapping Chromebooks for these, that is not a small gap. Steven has written to Google, has had no reply, and an interview with Asus is lined up for next week. Send in your questions.Chapters0:00 – Apple, Siri and a purchase Steven had to make2:01 – AirPods 5: which version to buy4:38 – Open-ear fit, comfort and noise cancellation tested10:28 – AirPods 5 vs AirPods Pro 3: battery, price and value17:20 – Googlebook: Google's Android laptops arrive19:54 – Five models, five prices, one spec sheet28:26 – Who is a Googlebook actually for?30:44 – The accessibility unknowns: TalkBack, ChromeVox and Braille33:17 – Web apps, the WhatsApp problem and Chromebooks as daily drivers47:10 – Listener mail: open weights, buttered buns and duelling assistantsRelevant LinksAirPods 5: https://www.apple.com/airpods-5/Googlebook announcement: https://blog.google/products-and-platforms/devices/googlebook/pre-order-googlebook/NV Access (NVDA): https://www.nvaccess.org/about-nv-access/Tampermonkey: https://www.tampermonkey.netZero Project Technology Forum: https://zeroproject.org/initiatives/the-zero-project-technology-forumAMI Research Panel: https://www.ami.ca/panel ----Follow on:YouTube: https://www.doubletaponair.com/youtubeX (formerly Twitter): https://www.doubletaponair.com/xInstagram: https://www.doubletaponair.com/instagramTikTok: https://www.doubletaponair.com/tiktokThreads: https://www.doubletaponair.com/threadsFacebook: https://www.doubletaponair.com/facebookLinkedIn: https://www.doubletaponair.com/linkedinSubscribe to the Podcast:Apple: https://www.doubletaponair.com/appleSpotify: https://www.doubletaponair.com/spotifyRSS: https://www.doubletaponair.com/podcastiHeadRadio: https://www.doubletaponair.com/iheartAbout Double TapHosted by the insightful duo, Steven Scott and Shaun Preece, Double Tap is a treasure trove of information for anyone who's blind or partially sighted and has a passion for tech. Steven and Shaun not only demystify tech, but they also regularly feature interviews and welcome guests from the community, fostering an interactive and engaging environment. Tune in every day of the week, and you'll discover how technology can seamlessly integrate into your life, enhancing daily tasks and experiences, even if your sight is limited."Double Tap" is a registered trademark of Double Tap Productions Inc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
In this episode of Channel Chat, Marc Sumner sits down with Keith Toh, Partner Strategy & Enablement Leader at AMD, to discuss his journey from the Singapore Navy to leadership roles at Sony, Lenovo, Microsoft and AMD. Keith shares his perspective on what separates successful vendor-partner relationships from the rest, why enablement often misses the mark, and how partners can position themselves to thrive as AI continues to reshape the technology landscape. The conversation also explores leadership, culture, channel strategy and why staying humble may be one of the fastest ways to drive growth and innovation. Topics covered include: Keith's career journey and leadership lessons Why the Channel remains closest to the customer What partners really want from vendors today The role of clarity, consistency and trust in successful partnerships Common mistakes in partner enablement The opportunities AI is creating for the Channel Why humility can be a competitive advantage The qualities that will define successful channel businesses in the years ahead Whether you're a vendor leader, distributor, MSP, reseller or channel professional looking to build stronger partnerships and stay ahead of industry change, this one's worth a listen.
We tried out the new Googlebooks, which are essentially Chromebooks evolved with an Android elemental stone. They're made by Dell, Lenovo, HP, Acer, and Asus (not Google), but all have the new Googlebook OS, heavy Android phone and Gemini integration, and a built-in "Glowbar." Laptop reviewer Antonio G. Di Benedetto went hands-on with the new devices, and reports back to guest host David Imel. Further reading: iPhone owners can now submit claims in Apple's $250 million Siri AI settlement The M5 Ultra Mac Studio tears through our benchmark tests Gemini went rogue and hacked 3 companies I got to see Google's wild ideas about the future of laptops These are the first five Googlebook laptops Googlebooks feel like the first laptops built for Android owners The long dream of the Googlebook Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
Tantra Analyst attended Lenovo's Innovation World 2026 and IFA 2026 events in Berlin in early September. Personal AI was a major theme at both events. IFA also had a strong Physical AI component, with humanoid robots stealing the show.In this episode, Leonard Lee of Next Curve and I recap and analyze the keynotes, announcements, demos, discussions, and interactions from both events. We discuss how Lenovo gave a glimpse of its view of Personal AI, with the announcement of new Nvidia RTX Spark laptops, powerful workstations, beautiful smartphones, and watches, as well as Qira platform that leverages its “pocket to cloud” reach; and how AMD, through its Threadripper Halo super workstation, is bringing Edge AI to on-prem for enterprises and more. We also explore what the spread of AI and robots means for society, and how IFA has almost become a consumer white goods show.Also, check out previous episode #69, discussing Qira in detail.
Interviews with pioneers in business and social impact - Business Fights Poverty Spotlight
How can global businesses turn corporate purpose into lasting social impact, and communicate that work without losing public trust? Meet social impact pioneer: Charlotte West. Charlotte has spent more than three decades navigating that challenge. As Vice President of Global Corporate Communications at Lenovo and a Board Director of the Lenovo Foundation, she works at the intersection of technology, business leadership, reputation and positive social change. Her global role spans internal and external communications, executive positioning, ESG storytelling, social media, crisis response and reputation management. She also helps guide the Lenovo Foundation, which works to give under-represented communities greater access to technology and STEM education. Charlotte began her career at specialist technology communications agency Harvard, where she spent 16 years and rose to Board Director. An early encounter with corporate social impact came through her work on Sky's Bigger Picture programme. It demonstrated how communications could do more than promote a company: it could engage employees, strengthen partnerships and help effective community organisations reach a wider audience. She joined Lenovo in 2011 and has since led communications across the UK, Europe, the Middle East, Africa and Asia-Pacific. Working within a company operating across 180 markets has shaped her belief that global inclusion strategies must respond to local cultures and realities, rather than imposing a single Western perspective. In this episode of Social Impact Pioneers, Charlotte explores the responsibilities that come with corporate influence. Together we discuss how businesses can build long-term, balanced partnerships; support disaster relief, community programmes and employee volunteering; and use their scale to amplify the work of smaller organisations. Charlotte also confronts one of the central dilemmas facing corporate leaders: how to talk credibly about purpose and ESG without slipping into performative communications. We talk about why reputation should be independently measured, how responsible business creates trust, and why companies must understand their wider impact on employees, families, suppliers and communities. Looking ahead, she reflects on artificial intelligence as both a defining societal challenge and a potential “force multiplier” for small charities; And the growing importance of human resilience as businesses and civil society organisations contend with uncertainty, funding pressures and rapid technological change. Links: Lenovo Foundation : https://www.lenovo.com/us/en/about/foundation/ Charlotte West: https://www.linkedin.com/in/charlottewest/ And if you liked this, try: TURNING BUSINESS INTO A FORCE FOR WATER AND HYGIENE WITH PHILIPP KÜST: https://businessfightspoverty.org/business-water-sanitation-philipp-kust-reckitt/
Send us Fan MailWe're back after a two-week hiatus, and after tackling PAX West 2026, we have plenty to discuss on Spectator Mode Podcast Episode 233.This week, we break down why PAX West 2026 was a disappointment from a media and convention standpoint, including empty show floors, missing hardware vendors, outdated demos, limited media access, and a growing tabletop presence that continues to push video games further into the background.Thankfully, the games delivered. We share our hands-on impressions of Gundam Rogue Orbit, Final Fantasy VII Revelation, Final Fantasy Resonance, Dragon Quest Monsters: The Withered World, Persona 4 Revival, and several promising indie games. We also discuss PlayStation reportedly dropping Kojima's Physint, Xbox stepping in as its new partner, PlayStation's continued focus on live-service games, and the Nintendo Switch 2 VRR update that improves Elden Ring in docked mode.Was PAX West 2026 still worth attending, or is the convention losing what once made it special? Let us know what you think in the comments.Timestamps:0:00 Podcast return and Gundam Rogue Orbit1:16 Hands-on impressions and Gundam builds4:15 Switch 2 VRR update and Elden Ring6:10 Switch 2 handheld grip options7:06 PlayStation drops Physint and chases live service8:22 Xbox becomes Physint's new partner10:04 Why live-service games require constant investment15:04 PlayStation's shifting audience and ecosystem problems21:04 PAX West's disappointing convention setup21:43 Empty floors and crowded indie developers25:16 Limited media access and outdated demos32:44 Delayed media hour and line-cutting frustrations36:03 Dark halls, weak booths, and missing vendors40:39 Concerns over PAX's future after COVID43:14 Tabletop focus leaves video games behind47:36 Lenovo's missing Legion Go and hardware exhibitors53:00 Friday demos at NIS America53:20 Gobble's consumable scythe platforming54:11 The Grim Reapers puzzle mechanics55:06 Dragon Ball Xenoverse 3 early build55:37 Saturday at FURYU and Square Enix55:45 Crime Light and Animalith previews57:48 Square Enix's private media presentations58:32 Dragon Quest Monsters creature fusion impressions1:00:01 Final Fantasy VII Revelation hands-on1:02:30 Queen's Blood returns with deeper story content1:05:11 Exploring Mideel and rapid airship travel1:06:36 Fit system jobs and party customization1:10:40 Mai's guidance and sensory overload concerns1:14:41 Final Fantasy Resonance and Dragon Quest Monsters1:15:21 Speedrunning the Wind Shrine boss1:16:23 Resonance attacks, staggering, and party strategy1:20:20 Interviewing Resonance's director and producer1:23:04 Persona 4 Revival and Sunday indie games1:23:33 Persona 4's dungeon and battle demos1:24:08 New engine, expressive models, and All-Out Attacks1:27:44 Student projects and Backyard BaseballCheck out our PAX West 2026 content over at https://www.theouterhaven.net/pax-west-2026-coverage-hub/.For more gaming news, reviews, previews, interviews, and convention coverage, visit The Outerhaven:https://www.theouterhaven.net/#PAXWest2026 #FinalFantasyVIIRevelation #GundamRogueOrbit #SpectatorModePodcast #GamingPodcastSupport the showYou can find the Spectator Mode podcast on the following podcast platforms. Please consider leaving a review on Apple Podcast, as it will go a long watch in more people discovering us. Thank you!Apple PodcastsYouTubeSpotifyAmazon Music
On this week's show Patrick Gray and James Wilson are joined by guest co-host Robby Winchester from SpecterOps to talk through the week's news, including: ID verification company IDScan was breached and 153m driver licenses wound up for sale online. Cue the barrage of lawsuits The US government plans to pay private contractors to conduct military hacks The US accuses China of distillation attacks, a.k.a. forbidden training It's Wednesday, so OpenAI's agents escaped sandboxes again and passed notes around on a German Wiki Much, much more… This week's show is brought to you by Sublime Security. Sublime's head of detection engineering Randy Pargman joins the show to chat about how the company is preparing for prompt injection attacks to move from being largely theoretical to commonplace. This episode is also available on YouTube Show notes FBI Probes Service Selling 153M+ Drivers Licenses | Krebs on Security IDScan sued over alleged data breach affecting 153 million drivers | BleepingComputer Senate Considers Allowing Contractors to Conduct Military Hacks | bloomberg.com Feds accuse China of ‘systematic' distillation of U.S. AI models | cyberscoop.com Dropbox accounts breached through Lenovo email verification flaw | BleepingComputer FBI raises alarm over deceptive phishing campaign targeting prominent people | cyberscoop.com Microsoft warns of TerminalFix attacks deploying reverse tunnels | BleepingComputer OpenAI agents discussed ways to escape their sandbox on public wiki | arstechnica.com OpenAI releases new model that it says triggered internal security measures | NBC News Tech Trump may be forced to reveal secret rules feds use for AI safety testing | Social Signals Microsoft posts nearly 1,000 bugs for Patch Tuesday as CISA warns two being exploited | therecord.media Security Incident – BGP Hijacking – Virtualizor | Coder's registry infrastructure compromised to push malicious modules | BleepingComputer Pegasus, NoviSpy variant spyware found on devices of Serbian activists | cyberscoop.com European parliament members call for slowdown of Serbia's EU entry over spyware use | CyberScoop New pro-Ukraine hacker group targets Russian companies with custom ransomware | therecord.media US military disabled ad tracking on troops' devices following reports of targeted attacks | TechCrunch Security New CrowdStrike 'FalconFlank' zero-day grants SYSTEM privileges | BleepingComputer A hacker stole $340M in a crypto heist, then returned most of it | TechCrunch Security ‘White hat' hackers take $47 million bounty after $320 million crypto theft | therecord.media
GPT-6 Astra, les capacités des modèles IA et les nouveaux modèles d'Anthropic, Meta, Google et Alibaba. L'IFA de Berlin, puis Windows 11, le cloud gaming, Weather 3, les règles européennes et le DLSS 5. Me soutenir sur Patreon Me retrouver sur YouTube On discute ensemble sur Discord Interactions auditeurs Gremi et les multipôles. Mika et la RAM, Flobosso et le prix des puces. Contre le vent de la horde. Ca parle et ça AGI Bingo : le meilleur modèle du monde de la semaine est ? Et ce mal qui nous fait du bien, c'est Astra. Quasar, la “quasi-star” “européenne” ; levée de fonds Mistral Weather 3 : la seule météo qui marche aussi dans le Finistère. Un bon titre, c'est pas sIFAcile On divise mieux quand c'est PAIR. Dernière petite balade au Spark pour NVIDIA. AMD a pas sa station de travail ? Non mais Halo quoi. Lenovo et le nouvel assistant Qira loin. C'est fin, c'est très fin ça se mange sans faim. Des téléphones avec des gros yeux. C'est tellement mignon. CameraJet ? Dyson peut se brosser… avec dentifrice spécial obligatoire Des aspirateurs à fleur de peau. Et avec des jupes. Actualités sans Currywurst Fais comme l'oiseau : jamais rien de l'empêche l'oiseau… D’aller plus haut ChatGPT, Reddit et Roblox dans la cour des grands, vont-t’ils se faire bolosser ? Microsoft au Zenith de son idiotie. Jeux vidéo IFAllait pas le rater : Acer présente sa console pour travailler. DLSS5 arrive même sur série 4000. Participants Une émission préparée par Guillaume Poggiaspalla Présenté par Guillaume Vendé
Gaming-Handhelds werden immer teurer und die aktuelle Hardware-Krise zwingt Hersteller zunehmend in eine absolute Enthusiasten-Nische. Wir sprechen mit Handheld-Experte Link darüber, warum ihr euch 2026 kein neues Steam Deck mehr kaufen solltet und welche Alternativen von Asus, Lenovo oder MSI wirklich ihr Geld wert sind. Erfahrt im Talk, ob der Handheld-Traum platzt oder wo ihr noch echte Schnäppchen machen könnt. Alle Links zum GameStar Podcast und unseren Werbepartnern: https://linktr.ee/gamestarpodcast
Welcome to episode 495 of the Mobile Tech Podcast with guests Nick Gray (Phandroid) and Adam Doud (SlashGear) -- brought to you by Mint Mobile. In this episode, we recap IFA 2026 and discuss Lenovo's IdeaPad Vibe and Yoga Pro 9n, ASUS' ProArt P14 and P16, plus new laptops from Acer and Dell. We also cover the Moto Watch Ultra, new phones from Xiaomi and TCL, and much more. Enjoy :)Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Support the podcast with Mint Mobile: https://mintmobile.com/mobiletech- Nick Gray: https://www.threads.net/@nickmgray- Adam Doud: https://www.threads.net/@deadtechnology- IFA 2026 recap: https://www.techradar.com/tech/ifa-2026-best-in-show-awards-our-25-favorite-reveals-at-the-berlin-tech-expo-from-somersaulting-robots-to-modular-solar-batteries-for-renters- Lenovo IdeaPad Vibe: https://phandroid.com/2026/09/03/lenovos-new-699-99-laptops-finally-skip-the-boring-black-look/- Lenovo Yoga Pro 9n: https://www.engadget.com/2250161/lenovo-yoga-pro-9n-nvidia-rtx-spark-ifa-2026/- ASUS ProArt P14: https://www.tomsguide.com/computing/laptops/macbook-pro-14-inch-vs-asus-proart-p14-nvidia-rtx-spark- ASUS ProArt P16 and GR1X: https://www.howtogeek.com/rtx-spark-hands-on-asus-dell-microsoft/- Acer Swift Blade 14: https://www.techradar.com/computing/windows-laptops/the-new-acer-swift-blade-14-is-the-worlds-lightest-laptop-to-be-launched-globally- Dell 14S: https://www.pcmag.com/news/dell-14s-unveiled-another-full-metal-macbook-neo-challenger-ifa-2026- Moto Watch Ultra: https://phandroid.com/2026/09/03/motorola-is-launching-its-first-ever-lte-smartwatch-for-349-99/- Xiaomi 18 Fold: https://www.gsmarena.com/xiaomi_18_fold_gets_its_first_official_look_ahead_of_september_7_launch-news-74446.php- TCL P80 Ultra: https://www.androidpolice.com/tcl-p80-ultra-hands-on-why-no-one-copying/- Tecno Bezelless concept: https://www.youtube.com/watch?v=ngPkbaZliaU- Ulefone/RugOne Xsnap 7 Pro: https://www.androidcentral.com/phones/rugone-xnap-7-pro-hands-on- Anker Soundcore Sleep earbuds 4 Pro: https://www.theverge.com/tech/988265/anker-sleep-earbuds-4-pro-price-date-specs- Ugreen MagFlow Pro Magnetic Power Bank: https://www.techlicious.com/blog/ugreen-bets-on-a-999-ai-hub-to-run-your-whole-smart-home/Affiliate Links (If you use these links to buy something, we might earn a commission)- Apple MacBook Neo: https://amzn.to/45Z2JRP- Lenovo IdeaPad Slim 5X: https://amzn.to/3TcvXd7- ASUS Zenbook A14: https://amzn.to/3SU9mSu- Xiaomi 17T Pro: https://amzn.to/4iO3tRc- Ugreen MagFlow Pro: https://amzn.to/4yrG5Oc
In this episode, Ray Cochrane breaks down Hot Chips 2026, the engineering conference where IBM, NVIDIA, Intel, AMD, Arm, and Fujitsu all showed how their next processors actually work. The headline disclosure is a mainframe core that runs Arm natively. Ray also covers Apple’s odd M6 Mac mini naming, London’s first autonomous Uber rides, Amazon’s purchase of the company behind DuckDB, GitHub’s HydraFusion, the best of IFA 2026, and new USDA research on farmed salmon. – Want to start a podcast? It’s easy to get started! Sign-up at Blubrry – Thinking of buying a Starlink? Use my link to support the show. Subscribe to the Newsletter. Email Ray if you want to get in touch! Like and Follow Geek News Central’s Facebook Page. Support my Show Sponsor: Best Godaddy Promo Codes Get 1Password Full Summary Cochrane opens the show with a personal update. He apologizes for the late rollout and the missed Monday episode, having spent the week fighting a cold. He’s also heading to Michigan to spend time with family and visit his father’s gravesite. He hopes to record a couple of shows from his dad’s old studio while he is there, including a special episode planned for Tuesday. He also points listeners to a fresh site redesign that trades the old techie look for something cleaner and friendlier. The featured segment starts from a wrap-up post on Arm’s newsroom. However, Cochrane broadens it to cover the whole conference rather than a single article. Hot Chips has run every August since 1989, and this year’s event was the 38th, held August 23rd through the 25th at Stanford’s Memorial Auditorium. What Hot Chips Actually Is Cochrane draws a line between Hot Chips and the big consumer trade shows. CES and Computex exist for product announcements and marketing. Meanwhile, Hot Chips is an IEEE engineering conference where chip architects present block diagrams and die photos for thirty minutes at a stretch. The audience matters as much as the content. Roughly five hundred people who design chips for a living fill the room, and they would spot a fudged number immediately. No written paper is required, just the talk and the slides. In-person tickets sold out this year, as did Stanford’s dorm housing. Cochrane says he plans to cover the conference annually going forward. IBM Built a Mainframe Core That Speaks Arm The disclosure that stopped Cochrane cold came from IBM. Its next processor for IBM Z and LinuxONE runs two completely different instruction sets natively, on every one of its eleven cores. Those are z/Architecture, IBM’s own mainframe language, and AArch64, which is 64-bit Arm. Crucially, this is not emulation. Nor is it Arm cores glued onto the die beside the mainframe cores. IBM built 2,792 Arm instructions directly into the hardware, which it says is more than double the mainframe instruction count. Each core carries two separate decoders while sharing the caches, branch predictor and register files downstream. It switches between the two in nanoseconds. IBM even added dedicated hardware to flip byte order, because Arm and the mainframe store numbers in opposite directions. The payoff is Arm SystemReady compliance, meaning off-the-shelf Arm Linux runs on a mainframe unmodified. Patrick Kennedy of ServeTheHome, who was in the room, wrote: “I am sitting here still in awe of what IBM is doing here; this is not Z plus Arm cores, this is Z and Arm in one core.” Cochrane flags one precision point that is easy to get backward. IBM did not license Arm’s core designs and drop them in. Instead, it took its own mainframe core and taught it AArch64 under an architecture license, which is considerably harder engineering. The specifications are striking. The chip uses a 2nm process, with eleven cores running above 5.7GHz sustained and no turbo mode at all. Each core gets 36MB of L2 cache, backed by a 3.5GB virtual L4 pool. Furthermore, the reliability target is eight nines, which works out to roughly three tenths of one second of unplanned downtime per year. IBM gave it no name and no ship date, though the press expects “Telum III” around 2028. Arm, Fujitsu and NVIDIA Show Their Hands Arm itself had plenty to discuss, starting with an unfortunate name. Its first chip in thirty-five years is called the AGI CPU, which is a product name rather than any claim about artificial general intelligence. For three and a half decades, Arm designed processor blueprints and licensed them out, collecting royalties without competing. That era is now over. The AGI CPU is Arm’s own silicon, co-designed with lead customer Meta, running up to 136 cores on TSMC’s 3nm process at 300 watts. Arm’s CEO says the company has more than $2 billion in customer demand across the next two fiscal years. Fujitsu brought the detail Cochrane called the coolest of the conference. Its MONAKA chip packs 144 Arm-based cores, but the trick is the cache. Rather than sitting alongside the cores and eating die area, the entire last-level cache lives on a separate 5nm die with the 2nm compute die stacked directly on top. It ships in 2027 in 350-watt and 500-watt versions. NVIDIA had more stage time than anyone, with six sessions. Its new Vera CPU carries 88 cores of NVIDIA’s own Olympus design, which marks a change: the previous Grace CPU used Arm’s off-the-shelf cores. Consequently, Arm’s win here is the instruction set, not the blueprint. The memory disclosure drew the most attention, with a fully loaded system reaching 1.5TB at 1.2TB/s while the whole memory subsystem draws just 30 to 40 watts. The Caveat on NVIDIA’s Benchmark Slides Cochrane pushes back on how NVIDIA presented its numbers. On the standard SPEC integer benchmark, Vera scored 925 against AMD’s 128-core EPYC score of 898, about three percent ahead. However, the slide NVIDIA showed normalizes that same result per physical core, which makes a three percent gap look enormous. NVIDIA defends the choice, arguing that per-core throughput matters when thousands of AI agents run at once. Cochrane grants that it is a fair argument to make. Even so, his verdict is blunt: it is a different number from the headline one, and presenting it that way is not the best look. Sponsor: GoDaddy Economy hosting $6.99/month, WordPress hosting $12.99/month, domains $11.99. Website builder trial available. Use codes at geeknewscentral.com/godaddy to support the show. Apple’s Newest Chip Landed in Its Cheapest Mac Last week’s episode covered the Mac Studio half of Apple’s August announcement. Tonight Cochrane takes the other half, the new Mac mini, and finds the numbering genuinely strange. The $899 base Mac mini gets the M6, which is Apple’s first 2nm chip and the newest process the company has shipped. It brings twelve CPU cores, twelve GPU cores, and 170GB/s of memory bandwidth. Apple also introduced a third CPU core class called super cores. So Apple’s most advanced chip sits in its cheapest desktop, while the M5 Pro, M5 Max and M5 Ultra above it all carry a lower number. It gets stranger. The M6 mini has Thunderbolt 4 while the pricier M5 Pro mini has Thunderbolt 5, and the memory ceiling runs backward too. Apple explains none of it across three announcement pages. Reading between the lines, Cochrane figures the M6 is the entry point of a new generation that shipped ahead of its larger siblings. London’s Robotaxis Started Carrying Passengers Arm’s monthly roundup covers everything outside the data center, and Wayve stood out. Transport for London granted the British self-driving company private hire vehicle licenses on August 5th, the same category a minicab needs. Then on September 3rd the service launched with Uber, marking the first autonomous rides ever offered to UK passengers. A small fleet of Ford Mustang Mach-Es covers anywhere in London except the airports, with a TfL-licensed safety driver still aboard. Over 140,000 Londoners signed up. The compute runs on NVIDIA’s Arm-based automotive platform, which is why Arm claims the win. Cochrane notes the pattern: once you set a standard nobody can move off, these wins keep arriving. Two more items round it out, both about squeezing AI onto phones. Google’s Pixel 11 shipped in August with the Tensor G6, and Google claims on-device AI runs up to 3.5x faster using 3.5x less energy. Those are Google’s own unbenchmarked figures. Separately, Graphcore’s research team worked with Arm to run an 11-billion-parameter vision model on phone-class processors by squeezing each parameter to 2.7 bits, taking the model from roughly 22GB down to 3.7GB. Intel Is Pitching AI Infrastructure From a Long Way Back Intel’s newsroom post previews the AI Infra Summit, running September 15th through 17th in Santa Clara. CEO Lip-Bu Tan takes a fireside chat on Tuesday morning, with three Intel sessions across the show. Cochrane unpacks two terms first. Physical AI means AI that acts in the real world through sensors and motors rather than living on a screen, and Intel takes it seriously enough to have renamed its PC division the Client Computing and Physical AI Group in May. Disaggregated inference splits the two phases of running a model: reading your prompt is compute-hungry, while writing the answer back is memory-hungry. The context is where this gets interesting. Intel’s revenue rose 25 percent last quarter, its fastest growth since 2011. Nevertheless, in AI accelerators the company barely registers next to NVIDIA. Gaudi has effectively been abandoned, to the point that Intel stopped maintaining its open-source driver, and AMD passed Intel in data center revenue last quarter. Tellingly, when Intel demoed disaggregated inference at Computex, NVIDIA GPUs handled one phase and SambaNova chips the other while Intel supplied the coordinating CPU. Crescent Island, Intel’s actual inference chip, does not sample until later this year, and Intel declined to publish its memory bandwidth. Amazon Bought the Company Behind DuckDB On August 26th, Amazon signed a deal to acquire DuckLabs, the Amsterdam company behind DuckDB. Cochrane spends time explaining what DuckDB is, since listeners outside the data world may never have encountered it. The problem it solves is familiar. Querying a large pile of data files traditionally meant either running a database server or spinning up a data warehouse with a cluster, a bill, and a loading pipeline. Both are heavy machinery for a question you wanted answered in ten seconds. DuckDB instead ships as a library rather than a server. You add it to your program like any other package, point it at your files, and write ordinary SQL directly against them. The data never moves. The usual comparison is SQLite, which is embedded in nearly every phone and browser on earth. Where SQLite excels at looking up one record, DuckDB rebuilds that embedded idea for chewing through millions of rows. It now sees roughly 62 million monthly downloads on Python’s package index alone, up from about 25 million last October. AWS says it is buying the company, not the project. DuckDB stays free and open source under the MIT license, held by a Dutch nonprofit foundation, and the founders join AWS while continuing to run technical direction from Amsterdam. Andy Warfield, a VP and distinguished engineer at AWS, described DuckDB as “the glibc of structured data: a lean, unglamorous, ubiquitous dependency that a great deal of software links against and almost nobody has to think about.” Cochrane sits with what that ownership means. He reaches for an analogy: imagine Daniel Stenberg selling curl. He doubts it would ever happen, but the concept alone is startling given how much infrastructure depends on it. His read is that AWS is betting DuckDB becomes as foundational as curl and SQLite already are. GitHub Has One AI Model Grade Another One’s Homework GitHub shipped Project HydraFusion into Copilot as a research preview. Instead of routing your request to a single model, it picks one of three approaches per request. Sometimes one model simply answers. Alternatively, a cheaper model drafts, and a quality gate decides whether to escalate. The interesting one is Critique. One model writes the code, a separate model from a different family reviews it read-only, and the original gets one pass to revise. Despite the name, nothing is fused here. There is no voting and no merging, just one model at a time with a gate deciding whether to spend more. GitHub explained the reasoning in an earlier post: “a model reviewing its own work is still bounded by its own training biases: the same training data and techniques, the same blind spots.” Research supports it. A team at NeurIPS in 2024 showed that models recognize their own writing and score it higher than human graders do. GitHub’s earlier number had a Claude Sonnet and GPT critic pairing closing about three-quarters of the gap between Sonnet and the larger Opus model. This mirrors a workflow Cochrane uses constantly and has described on a previous episode. He runs a cross-check review with a second model from a different company, and it routinely surfaces issues the first model missed. He explains that different training data, different engineers, and different reinforcement approaches build different internal biases about what counts as correct. Looking ahead, he expects more of these “Frankenstein patterns” where models from different training families work together. The Best of IFA 2026, and What You Can Actually Buy IFA opened to the public in Berlin for its 102nd year, with about 1,900 brands. Cochrane splits The Verge’s roundup in two, since much of what generates headlines at these shows never ships. Starting with real products, iRobot’s flagship Roomba Max 875 Combo runs $1,199 and ships in about two weeks. Its SealForce feature drops a hidden skirt from the chassis when it detects carpet, sealing against the fibers so suction concentrates instead of leaking out the sides. That reaches 35,000 pascals, iRobot’s strongest yet. A step-down model at $899 carries the same trick, though Cochrane balks at both prices. Anker’s Soundcore Sleep 4 Pro earbuds arrive in November at $349.99. The charging case carries its own round touchscreen, so you pick soundscapes, set alarms, and read sleep stats without your phone. Optical sensors read heart rate and variability from the ear canal, which beats the wrist for accuracy, and the case masks a snoring partner. Cochrane remains unconvinced about sleeping with earbuds in. Philips also has smart rope lights, the Hue Liane 360, on sale now. They glow evenly around the tube rather than showing individual LEDs. They also run $400 for three meters, which works out to about $130 per meter of rope light. As for concepts nobody can buy, iRobot showed a robot vacuum that carries a smaller robot vacuum on its back in a garage and lowers it to deploy. Lenovo brought a 14-inch laptop whose screen rolls out to 17 inches at the press of a button, which reviewers call the first rollable that feels close to shippable. Tecno showed a phone with essentially no border around the screen, and Acer had a Windows gaming handheld that swivels its screen up over a keyboard. Two themes ran through the show. Humanoid robots were the loudest thing on the floor, and IFA’s own CEO framed the event as being about robots that work rather than robots that demo. Meanwhile, AI stopped being its own product category and became an ingredient, showing up in refrigerators, treadmills, dishwashers, and motorized TV mounts. Farmed Salmon Isn’t the Omega-3 Machine It Used to Be USDA scientists measured farmed salmon and found considerably less of the good fat than the government’s own database claims. EPA and DHA are two fatty acids you get almost entirely from fish. Your body can build them from the plant version, but only in tiny amounts, so the NIH’s position is that eating them is the only practical way to raise your levels. Those fatty acids are structural pieces of every cell, with DHA concentrating in the brain and retina. That is why the federal dietary guidelines, issued jointly by USDA and Health and Human Services, recommend at least eight ounces of fish a week and steer you toward salmon. That amount is calibrated to deliver about 250 milligrams a day. Published in Frontiers in Nutrition last month, the study found EPA and DHA in farmed Atlantic salmon came in 54.7 percent lower than USDA’s own reference values, last updated in 2018. A three-ounce serving fell from roughly 1,670 milligrams to about 756. Consequently, two servings a week now fall about 14 percent short of the target. Plant-derived fats meanwhile rose two to three times over. The likely cause is feed. Salmon are carnivores, and farms once fed them oily little fish. There was never going to be enough of those as the industry scaled, so crops filled the gap: soy, canola, sunflower and linseed. Importantly, the study does not claim to have proven this and calls the feed shift a plausible explanation. Independent corroboration lends it credibility. Researchers at Stirling measured a similar halving in Scottish salmon between 2006 and 2015, and Norway’s marine institute saw it across thousands of samples. There is a land dimension too. Roughly half the world’s soy grows in South America, where rainforest gets cleared for feed. Matthew Hayek, who studies the environmental cost of protein at NYU, told Inside Climate News that “soy is a major, important protein and oil ingredient in fish farming.” Adding up two decades of soy across all fish farming, he puts the extra forest clearing at around the area of Nicaragua or Bangladesh. That figure covers all fish farming rather than salmon alone, and Hayek notes it is hard to attribute soy use to any single species. Cochrane closes with two caveats. First, the study measured only eight fish, bought around Maryland, DC and Virginia over six weeks in 2023, and nearly all sourced from Chile. That is not a national survey, and the authors say plainly the sample was not large enough to change government advice. Rather, it flags that a federal database value needs rechecking, which is what the paper set out to do. Second, on whether you should care, farmed salmon still beats beef, chicken and eggs by a mile, since those carry essentially zero EPA and DHA. What it loses is its crown among fatty fish, dropping to mid-pack behind herring, sardines and mackerel and roughly level with trout. The broader health case is also softer than the 2000s suggested. A review of 86 trials covering 162,000 people found supplements barely moved heart attacks or deaths, so eating fish and swallowing fish oil are not the same claim. No producer has responded to the findings, and USDA, whose own scientists ran the study, declined an interview and did not answer emailed questions. Cochrane wraps up with housekeeping and a note that he will be back on Labor Day. The post The Mainframe Learned to Speak Arm #1875 appeared first on Geek News Central.
OpenAI announced its next big model, GPT-6 Astra, and also, by the way, that AGI is here now.Today on The Vergecast, we've got an all-star panel to break down the news of the week.First, senior AI reporter Hayden Field joins us to talk about our supposed AGI era and Nvidia's acquisition of Hugging Face. Then, our friend Joanna Stern pops in to talk about new Apple CEO John Ternus, old Apple CEO Tim Cook, and to, most importantly, speculate on the format of next week's Apple keynote.We wrap things up with a super-special lightning round from the IFA electronics show in Berlin. Senior reviewer Jennifer Pattison Tuohy and editor Dominic Preston each pick out the five most interesting gadgets they saw at the show.And two more things: Vergecast producer Travis Larchuk pops in to tell his tale of identity theft woe and warn you that he isn't the one DMing you on Twitter to ask you to be on The Vergecast. Plus, Brendan Carr is a dummy. Further reading: OpenAI's next big AI model has ‘entered the AGI era' Researchers fear safety disaster ahead of OpenAI's Astra release OpenAI delayed its new model's development after the Hugging Face hack Nvidia is buying Hugging Face for almost $13 billion John Ternus sends first memo as Apple CEO teasing a ‘huge launch next week' Phil Schiller is leaving his biggest jobs at Apple Siri AI is already changing how I use my iPhone IFA 2026: the biggest tech and gadget announcements This might be the fanciest toothbrush launch ever. Anker's new MindBase is an AI-powered brain for your smart home This NAS company wants to run your local smart home I want to wrap myself in Hue's new Liane rope lights Homey just made the smart home controller I hoped Apple would The robot butler dream doesn't have legs Here's Xiaomi's wide 18 Fold I held the first truly bezel-free phone Acer's new concept hardware is a gaming handheld with a keyboard Lenovo's new MacBook Neo competitor comes in two sizes and seven colors Packard Bell is back, and more colorful than ever. Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. 0:00 Welcome00:46 Fake Travis warning03:01 OpenAI's Astra model05:45 Safeguards and delays08:55 Opaque recurrence fears13:08 What Astra does well18:08 Access tiers and rollout19:53 Nvidia buys Hugging Face23:04 Is this really AGI26:28 AGI vibes and Microsoft clause32:17 Apple event preview33:41 Ternus keynote politics39:43 Keynote Vibes Shift40:23 Tim Cook Era Review44:56 Services And Fees Machine47:15 Phil Schiller Steps Back49:52 Event Predictions Fold And AI55:43 Siri AI Real Use Cases58:32 Smart Home Display Rumors59:47 Bets And Keynote Structure01:05:19 Brendan Carr Is A Dummy01:09:23 IFA Lightning Round01:10:49 Philips Hue Smart Lighting01:11:03 Hue Rope Light Rave01:11:44 Sticker Shock Pricing01:13:03 Xiaomi Wide Foldable01:15:43 Dyson Camera Toothbrush01:20:31 Tecno Bezelless Concept01:22:42 Local AI Smart Home Hub01:27:09 MacBook Neo Clones01:29:35 Homey Dial Controller01:33:39 Acer DualPlay Handheld01:36:19 Dreame Humanoid Robot01:39:44 Packard Bell Revival01:42:17 Wrap Up And Credits Learn more about your ad choices. Visit podcastchoices.com/adchoices
Astra is coming for us all, Lenovo has new concept devices, and Microsoft knows what's best for you. Streaming game limits and developer configurations. Starring Tom Merritt and Jenn Cutter Show notes found here. Hosted on Acast. See acast.com/privacy for more information.
Plus: Adobe stock falls after it names a new CEO. And computer makers are seeing gains from selling fewer PCs at higher prices. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this special custom episode presented by Lenovo, Chief Technology Officer Dr. Tolga Kurtoglu joins host Julianne Pepitone to take human-AI collaboration past the buzzword stage. Real collaboration means re-architecting workflows around what each side does well, then building the trust infrastructure that keeps human reasoning and creativity in the process. Dr. Kurtoglu explains why an output can be technically correct and still wrong for the context it lands in, and what happens to the traditional org chart when judgment becomes the scarcest resource on the team. In this conversation, curiosity stands as the enduring human quality most worth protecting.
The latest guest on The PR Week is Charlotte West, VP of global corporate communications at Lenovo. She talks about how Lenovo's role as official technology partner of the 2026 FIFA World Cup was much more than a sponsorship, improving operations and even the broadcast of the tournament. West also talks about how her team is using AI, balancing one global message with regional specifics and making earnings calls more interesting. Plus, the biggest marketing and communications news of the week, including crises at Callaway Golf and Neutrogena, people moves at Walmart and Wendy's, the start of the US Open and the death of entertainment legend and philanthropist Dolly Parton. PRWeek.comTheme music provided by TRIPLE SCOOP MUSICJaymes - First One Follow us: @PRWeekUSReceive the latest industry news, insights, and special reports. Start Your Free 1-Month Trial Subscription To PRWeek Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The MSP industry is evolving—and the days of simply being the “caretaker” of technology are giving way to a new era of strategic partnership, AI enablement, and business transformation. We're fortunate to have Arsalan Eizadirad, Senior Manager of Global MSP Strategy at Lenovo, join us to explore his more than two-decade journey across technology, sales leadership, enterprise architecture, and global MSP strategy—and the insights he's gained along the way. Arsalan shares his perspective on the changing MSP landscape and the growing importance of hardware alongside software in the technology stack. He reminds us that one of the greatest rewards of leadership is the people and relationships we encounter along the journey—and, in true Arsalan fashion, we even discover that he makes his own hot sauce! Highlights include: The evolution of the MSP from technology caretaker to strategic business and AI partner. Building stronger vendor/channel relationships through collaboration and co-selling and why partner empathy and asking “So what?” are essential to growing a healthy and successful community. The changing economics of managed services beyond price-per-seat and price-per-device. The Lenovo MSP Advisory Board and the development of the MSP Playbook. Arsalan's leadership philosophy of “architect the system”, then “empower the people.” Why curiosity, asking questions, and being willing to say “I don't know” are leadership strengths. Lenovo 360 for MSP is built around you — flexible pocket-to-cloud solutions, sales enablement, training and rewards designed to move your goals forward. Ready to get started? Learn more and explore Lenovo 360 for MSP: https://tinyurl.com/360forMSP Be sure to connect with Arsalan at an upcoming industry event. Timestamps: Relevance of Hardware 9:26 New Lenovo Playbook 11:02 Partner Empathy 22:30
For years, the checkbox to get a PC out of the Insider Program when that Windows version shipped in stable did absolutely nothing. That's no longer the case. Windows A new context menu for File Explorer heads out to Insiders along with five new preview builds There are lots of other like UX changes happening with little communication. Will Microsoft really touch (and update) all the ancient UIs in Windows 11? New Release Preview builds point at next Week D and Patch Tuesday updates: New Taskbar, New Start, new Windows Search, many minor changes throughout Hardware Now we know more about Snapdragon C ahead of IFA, where we may see the first laptops Google is holding a PixelBook reviewers event in mid-September You know that Commodore is back, but now the Amiga is back too! Lenovo surges on AI spending, but it's now engaged in financial shenanigans too. More like Spotify than Big Tech, but still bad AI Big Tech spending on AI is finally getting more scrutiny from financial/business publications It's happening: Microsoft "pulls a Teams" and will consolidate its Copilot (consumer) and Microsoft 365 Copilot (business apps) into a single app, evolve it in a "super app" OpenAI's new strategy: Get 'em while they're young Mozilla provides a progress report on Smart Window for Firefox, details new AI search partnership Alexa+ is now free on all FireTV devices in the U.S., no Prime required XBOX Resonance: A Plague Tale and more are heading to Game Pass during the second half of August XBOX August Update is here with more Achievements details, Game Hubs now support Xbox 360 titles, Game Pass subscribers can now stream a game while it installs in the background XBOX Insiders can now test Home Improvements, local save game management, and profile badges Apple makes major App Store concessions in the EU. But Epic Games says it is not enough. The new Call of Duty has a public beta on Friday, and there will be a single-player episode for the first time Tips and picks Tip of the week: Yes, Virginia, you can exit the Insider Program now App pick of the week: Brave RunAs Radio this week: Automatic Attack Disruption with Liz Tesch Brown liquor pick of the week: Red Bank Premium Blended Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: scribe.how/windows
For years, the checkbox to get a PC out of the Insider Program when that Windows version shipped in stable did absolutely nothing. That's no longer the case. Windows A new context menu for File Explorer heads out to Insiders along with five new preview builds There are lots of other like UX changes happening with little communication. Will Microsoft really touch (and update) all the ancient UIs in Windows 11? New Release Preview builds point at next Week D and Patch Tuesday updates: New Taskbar, New Start, new Windows Search, many minor changes throughout Hardware Now we know more about Snapdragon C ahead of IFA, where we may see the first laptops Google is holding a PixelBook reviewers event in mid-September You know that Commodore is back, but now the Amiga is back too! Lenovo surges on AI spending, but it's now engaged in financial shenanigans too. More like Spotify than Big Tech, but still bad AI Big Tech spending on AI is finally getting more scrutiny from financial/business publications It's happening: Microsoft "pulls a Teams" and will consolidate its Copilot (consumer) and Microsoft 365 Copilot (business apps) into a single app, evolve it in a "super app" OpenAI's new strategy: Get 'em while they're young Mozilla provides a progress report on Smart Window for Firefox, details new AI search partnership Alexa+ is now free on all FireTV devices in the U.S., no Prime required XBOX Resonance: A Plague Tale and more are heading to Game Pass during the second half of August XBOX August Update is here with more Achievements details, Game Hubs now support Xbox 360 titles, Game Pass subscribers can now stream a game while it installs in the background XBOX Insiders can now test Home Improvements, local save game management, and profile badges Apple makes major App Store concessions in the EU. But Epic Games says it is not enough. The new Call of Duty has a public beta on Friday, and there will be a single-player episode for the first time Tips and picks Tip of the week: Yes, Virginia, you can exit the Insider Program now App pick of the week: Brave RunAs Radio this week: Automatic Attack Disruption with Liz Tesch Brown liquor pick of the week: Red Bank Premium Blended Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: scribe.how/windows
For years, the checkbox to get a PC out of the Insider Program when that Windows version shipped in stable did absolutely nothing. That's no longer the case. Windows A new context menu for File Explorer heads out to Insiders along with five new preview builds There are lots of other like UX changes happening with little communication. Will Microsoft really touch (and update) all the ancient UIs in Windows 11? New Release Preview builds point at next Week D and Patch Tuesday updates: New Taskbar, New Start, new Windows Search, many minor changes throughout Hardware Now we know more about Snapdragon C ahead of IFA, where we may see the first laptops Google is holding a PixelBook reviewers event in mid-September You know that Commodore is back, but now the Amiga is back too! Lenovo surges on AI spending, but it's now engaged in financial shenanigans too. More like Spotify than Big Tech, but still bad AI Big Tech spending on AI is finally getting more scrutiny from financial/business publications It's happening: Microsoft "pulls a Teams" and will consolidate its Copilot (consumer) and Microsoft 365 Copilot (business apps) into a single app, evolve it in a "super app" OpenAI's new strategy: Get 'em while they're young Mozilla provides a progress report on Smart Window for Firefox, details new AI search partnership Alexa+ is now free on all FireTV devices in the U.S., no Prime required XBOX Resonance: A Plague Tale and more are heading to Game Pass during the second half of August XBOX August Update is here with more Achievements details, Game Hubs now support Xbox 360 titles, Game Pass subscribers can now stream a game while it installs in the background XBOX Insiders can now test Home Improvements, local save game management, and profile badges Apple makes major App Store concessions in the EU. But Epic Games says it is not enough. The new Call of Duty has a public beta on Friday, and there will be a single-player episode for the first time Tips and picks Tip of the week: Yes, Virginia, you can exit the Insider Program now App pick of the week: Brave RunAs Radio this week: Automatic Attack Disruption with Liz Tesch Brown liquor pick of the week: Red Bank Premium Blended Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: scribe.how/windows
For years, the checkbox to get a PC out of the Insider Program when that Windows version shipped in stable did absolutely nothing. That's no longer the case. Windows A new context menu for File Explorer heads out to Insiders along with five new preview builds There are lots of other like UX changes happening with little communication. Will Microsoft really touch (and update) all the ancient UIs in Windows 11? New Release Preview builds point at next Week D and Patch Tuesday updates: New Taskbar, New Start, new Windows Search, many minor changes throughout Hardware Now we know more about Snapdragon C ahead of IFA, where we may see the first laptops Google is holding a PixelBook reviewers event in mid-September You know that Commodore is back, but now the Amiga is back too! Lenovo surges on AI spending, but it's now engaged in financial shenanigans too. More like Spotify than Big Tech, but still bad AI Big Tech spending on AI is finally getting more scrutiny from financial/business publications It's happening: Microsoft "pulls a Teams" and will consolidate its Copilot (consumer) and Microsoft 365 Copilot (business apps) into a single app, evolve it in a "super app" OpenAI's new strategy: Get 'em while they're young Mozilla provides a progress report on Smart Window for Firefox, details new AI search partnership Alexa+ is now free on all FireTV devices in the U.S., no Prime required XBOX Resonance: A Plague Tale and more are heading to Game Pass during the second half of August XBOX August Update is here with more Achievements details, Game Hubs now support Xbox 360 titles, Game Pass subscribers can now stream a game while it installs in the background XBOX Insiders can now test Home Improvements, local save game management, and profile badges Apple makes major App Store concessions in the EU. But Epic Games says it is not enough. The new Call of Duty has a public beta on Friday, and there will be a single-player episode for the first time Tips and picks Tip of the week: Yes, Virginia, you can exit the Insider Program now App pick of the week: Brave RunAs Radio this week: Automatic Attack Disruption with Liz Tesch Brown liquor pick of the week: Red Bank Premium Blended Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: scribe.how/windows
For years, the checkbox to get a PC out of the Insider Program when that Windows version shipped in stable did absolutely nothing. That's no longer the case. Windows A new context menu for File Explorer heads out to Insiders along with five new preview builds There are lots of other like UX changes happening with little communication. Will Microsoft really touch (and update) all the ancient UIs in Windows 11? New Release Preview builds point at next Week D and Patch Tuesday updates: New Taskbar, New Start, new Windows Search, many minor changes throughout Hardware Now we know more about Snapdragon C ahead of IFA, where we may see the first laptops Google is holding a PixelBook reviewers event in mid-September You know that Commodore is back, but now the Amiga is back too! Lenovo surges on AI spending, but it's now engaged in financial shenanigans too. More like Spotify than Big Tech, but still bad AI Big Tech spending on AI is finally getting more scrutiny from financial/business publications It's happening: Microsoft "pulls a Teams" and will consolidate its Copilot (consumer) and Microsoft 365 Copilot (business apps) into a single app, evolve it in a "super app" OpenAI's new strategy: Get 'em while they're young Mozilla provides a progress report on Smart Window for Firefox, details new AI search partnership Alexa+ is now free on all FireTV devices in the U.S., no Prime required XBOX Resonance: A Plague Tale and more are heading to Game Pass during the second half of August XBOX August Update is here with more Achievements details, Game Hubs now support Xbox 360 titles, Game Pass subscribers can now stream a game while it installs in the background XBOX Insiders can now test Home Improvements, local save game management, and profile badges Apple makes major App Store concessions in the EU. But Epic Games says it is not enough. The new Call of Duty has a public beta on Friday, and there will be a single-player episode for the first time Tips and picks Tip of the week: Yes, Virginia, you can exit the Insider Program now App pick of the week: Brave RunAs Radio this week: Automatic Attack Disruption with Liz Tesch Brown liquor pick of the week: Red Bank Premium Blended Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: scribe.how/windows
For years, the checkbox to get a PC out of the Insider Program when that Windows version shipped in stable did absolutely nothing. That's no longer the case. Windows A new context menu for File Explorer heads out to Insiders along with five new preview builds There are lots of other like UX changes happening with little communication. Will Microsoft really touch (and update) all the ancient UIs in Windows 11? New Release Preview builds point at next Week D and Patch Tuesday updates: New Taskbar, New Start, new Windows Search, many minor changes throughout Hardware Now we know more about Snapdragon C ahead of IFA, where we may see the first laptops Google is holding a PixelBook reviewers event in mid-September You know that Commodore is back, but now the Amiga is back too! Lenovo surges on AI spending, but it's now engaged in financial shenanigans too. More like Spotify than Big Tech, but still bad AI Big Tech spending on AI is finally getting more scrutiny from financial/business publications It's happening: Microsoft "pulls a Teams" and will consolidate its Copilot (consumer) and Microsoft 365 Copilot (business apps) into a single app, evolve it in a "super app" OpenAI's new strategy: Get 'em while they're young Mozilla provides a progress report on Smart Window for Firefox, details new AI search partnership Alexa+ is now free on all FireTV devices in the U.S., no Prime required XBOX Resonance: A Plague Tale and more are heading to Game Pass during the second half of August XBOX August Update is here with more Achievements details, Game Hubs now support Xbox 360 titles, Game Pass subscribers can now stream a game while it installs in the background XBOX Insiders can now test Home Improvements, local save game management, and profile badges Apple makes major App Store concessions in the EU. But Epic Games says it is not enough. The new Call of Duty has a public beta on Friday, and there will be a single-player episode for the first time Tips and picks Tip of the week: Yes, Virginia, you can exit the Insider Program now App pick of the week: Brave RunAs Radio this week: Automatic Attack Disruption with Liz Tesch Brown liquor pick of the week: Red Bank Premium Blended Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: scribe.how/windows
For years, the checkbox to get a PC out of the Insider Program when that Windows version shipped in stable did absolutely nothing. That's no longer the case. Windows A new context menu for File Explorer heads out to Insiders along with five new preview builds There are lots of other like UX changes happening with little communication. Will Microsoft really touch (and update) all the ancient UIs in Windows 11? New Release Preview builds point at next Week D and Patch Tuesday updates: New Taskbar, New Start, new Windows Search, many minor changes throughout Hardware Now we know more about Snapdragon C ahead of IFA, where we may see the first laptops Google is holding a PixelBook reviewers event in mid-September You know that Commodore is back, but now the Amiga is back too! Lenovo surges on AI spending, but it's now engaged in financial shenanigans too. More like Spotify than Big Tech, but still bad AI Big Tech spending on AI is finally getting more scrutiny from financial/business publications It's happening: Microsoft "pulls a Teams" and will consolidate its Copilot (consumer) and Microsoft 365 Copilot (business apps) into a single app, evolve it in a "super app" OpenAI's new strategy: Get 'em while they're young Mozilla provides a progress report on Smart Window for Firefox, details new AI search partnership Alexa+ is now free on all FireTV devices in the U.S., no Prime required XBOX Resonance: A Plague Tale and more are heading to Game Pass during the second half of August XBOX August Update is here with more Achievements details, Game Hubs now support Xbox 360 titles, Game Pass subscribers can now stream a game while it installs in the background XBOX Insiders can now test Home Improvements, local save game management, and profile badges Apple makes major App Store concessions in the EU. But Epic Games says it is not enough. The new Call of Duty has a public beta on Friday, and there will be a single-player episode for the first time Tips and picks Tip of the week: Yes, Virginia, you can exit the Insider Program now App pick of the week: Brave RunAs Radio this week: Automatic Attack Disruption with Liz Tesch Brown liquor pick of the week: Red Bank Premium Blended Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: scribe.how/windows
NVIDIA mobilizes over $500 billion in third-party capital to finance AI infrastructure, Anthropic doubles down on data-center ownership and mandatory content watermarking, and Patrick Moorhead and Daniel Newman debate whether distributed AI at the edge is finally ready to accelerate, all on Ep. 315 of The Six Five Pod. The handpicked topics for this week are: NVIDIA Turns AI Compute Into an Asset Class: NVIDIA signed an MOU with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize over $500 billion in third-party capital for AI compute financing, with NVIDIA backstopping up to 25% of individual deals. Patrick Moorhead called it a mechanism that locks partners into NVIDIA's ecosystem without technically locking them into NVIDIA on paper, while Daniel Newman framed it as smart deployment of NVIDIA's projected trillion dollars in three-year free cash flow. (The Decode) Anthropic Doubles Down on Infrastructure Control and Content Authenticity: Anthropic is moving to mandatory invisible watermarking on all Claude-generated text and images worldwide, aligning with the EU's Code of Practice on AI transparency, while also forming a data-center joint venture called Theseus Infrastructure with Macquarie Asset Management and GIC. Moorhead called the watermarking timing risky given Anthropic's ongoing trust concerns, citing data suggesting Claude's Fable 5 model has struggled to gain enterprise traction. Newman raised the "means of creation" IP problem: enterprises building proprietary products on top of Claude could see their own outputs credited to Claude instead of themselves. (The Decode) The Frontier Model Landscape Splits: xAI shipped Grok 4.6 at what the hosts characterized as frontier-tier intelligence for more than 60% less cost, while Google's Gemini 3.5 Pro slipped again to August, its third delay from a promised June launch. Moorhead noted open models have compressed the gap with frontier labs from 9-12 months to mere weeks, intensifying the price war, while pushing back on reports of "muted" internal sentiment on Gemini 4 and pointing to Google's track record inventing transformers, TPUs, and PageRank. (The Decode) Zuckerberg's "The Future Is for Everyone" Essay: Meta CEO Mark Zuckerberg published a 6,000-word essay using the word "superintelligence" 60 times, arguing for open-weight AI and zero government regulation while explicitly distancing Meta from OpenAI and Anthropic. Patrick read the essay as a positioning document aimed at Washington policymakers, timed to argue against export controls and training-checkpoint restrictions. Daniel pointed to Meta's 3 billion daily users and self-directed compute stack as the company's real advantage, even as its frontier-model leadership remains unproven. (The Decode) Intel Prices Largest All-Common-Stock US Follow-On Ever: Intel's stock offering grew from an announced $15 billion to $20 billion and finally $23 billion after the full greenshoe, drawing $100 billion in orders, more than 2,700 times oversubscribed, priced at $95 a share. Moorhead traced the raise back to CEO Lip-Bu Tan's refusal to pre-invest in 14A capacity without a confirmed customer, a stance that drew public criticism before a public reconciliation and a 10% U.S. government investment in Intel. Both hosts read Tan's personal $12 million purchase of shares as a credibility signal. (The Decode) The Flip: Will Distributed AI at the Edge Accelerate in the Next 12-18 Months?: Moorhead argued FOR, pointing to the historical pattern of compute migrating toward the point of content creation and citing new device-to-cloud routing technology like NVIDIA Switchyard as removing the sovereignty and latency barriers that kept edge AI stalled. Newman argued AGAINST, pointing to $944 billion that flowed into centralized AI infrastructure in a single week and research showing AI PC adoption is actually decelerating in 2026, with most on-device AI features still routing to cloud models in a browser tab. The Flip assigns Moorhead and Newman opposing sides of a debate, not necessarily their own positions. The exercise tests how far each argument holds up. (The Flip) CoreWeave Posts Strong Beat as Depreciation Debate Intensifies: CoreWeave reported Q2 revenue of $2.58 billion, up 112% year-over-year and above consensus, alongside a smaller-than-expected adjusted loss and a backlog that grew to $104 billion, up 246% year-over-year. Moorhead pointed to contracts running through 2029 on six-year-old A100 chips as evidence a resale market has emerged around aging AI hardware. (Bulls and Bears) Nebius Group Posts 454% Revenue Growth: Nebius reported Q2 revenue of $582.3 million, up 454% year-over-year, with adjusted EBITDA turning positive at $236.2 million versus a loss in the prior year. Both hosts flagged energy access, not capital or demand, as the primary constraint facing neoclouds like Nebius. (Bulls and Bears) Lenovo Posts Record Revenue and First-Ever Billion-Dollar Profit Quarter: Lenovo reported record revenue of $26.9 billion, up 43% year-over-year, its best quarter in company history, with adjusted net income crossing $1 billion for the first time. Moorhead highlighted the Infrastructure Solutions Group's record 9.1% operating margin and an AI server pipeline that grew 157% quarter-over-quarter. (Bulls and Bears) Cisco Delivers Its Best Print in Years, Market Sells Anyway: Cisco reported $17.25 billion in revenue, up 18% year-over-year and beating estimates by $432 million, with product orders up 35% and triple-digit growth in hyperscaler AI infrastructure orders. Moorhead called out enterprise orders up 21% and public sector orders up 30% as early evidence that enterprise AI demand is starting to show up in the numbers. (Bulls and Bears) Cerebras Systems Beats on Revenue, Stock Drops 15% on Accounting Confusion: Cerebras posted record core revenue of $209.9 million, up 103% year-over-year, and raised full-year guidance to $880-890 million, but shares fell 15% after-hours as investors struggled to reconcile GAAP and non-GAAP figures around customer warrants. Newman argued the real question is whether Cerebras' inference cloud growth ramp holds up, not near-term accounting noise. (Bulls and Bears) Coherent Posts First-Ever $2 Billion Quarter: Coherent reported record revenue of $2.05 billion, up 34% year-over-year, with non-GAAP EPS up 74%. Pat noted 79% of Coherent's business is data center and communications-related, positioning the company as a direct beneficiary of hyperscaler AI capital spending across multiple photonics technologies. (Bulls and Bears) Applied Materials Posts Record Quarter, Guides Above Street: Applied Materials reported record revenue of $9.12 billion, up 25% year-over-year, with record non-GAAP EPS of $3.50 and a fourth-quarter guide of $10.25 billion, well above consensus. Moorhead pointed to the company's 13th straight quarter of gross margin expansion and its ability to compete across packaging, advanced logic, and metrology. (Bulls and Bears) Watch the full video at sixfivemedia.com, and subscribe to our YouTube channel so you never miss an episode. The Decode NVIDIA Turns AI Compute Into an Asset Class https://nvidianews.nvidia.com/news/nvidia-partners-with-apollo-blackrock-blackstone-brookfield-goldman-sachs-and-kkr-to-establish-ai-compute-infrastructure-financing-platforms-to-mobilize-over-500-billion-of-third-party-capital Anthropic Doubles Down on Infrastructure Control and Content Authenticity https://www.bloomberg.com/news/articles/2026-08-10/anthropic-macquarie-and-gic-form-venture-for-ai-data-centers https://www.forbes.com/sites/maryroeloffs/2026/08/11/claude-will-put-invisible-watermarks-on-ai-text-and-images-and-the-internet-isnt-happy/ The Frontier Model Landscape Bifurcates https://www.reuters.com/business/google-updates-lightweight-gemini-models-flagship-still-delayed-2026-07-21/ Zuckerberg's "The Future Is for Everyone" Essay https://www.theguardian.com/technology/2026/aug/10/mark-zuckerberg-superintelligent-ai-essay-meta Intel Prices Largest All-Common-Stock US Follow-On Ever https://www.cnbc.com/2026/08/10/intel-intc-stock-offering-ai.html The Flip Will Distributed AI at the Edge Accelerate in the Next 12-18 Months? FOR: https://www.amd.com/en/blogs/2026/ai-pc-adoption-accelerates-as-enterprises-prepare.html AGAINST: https://www.ciodive.com/news/enterprise-ai-pc-adoption-slow-2026/807704/ Bulls and Bears CoreWeave — https://www.cnbc.com/2026/08/11/coreweave-crwv-q2-earnings-report-2026.html Nebius — https://finance.yahoo.com/markets/stocks/articles/nebius-reports-second-quarter-2026-114200960.html Lenovo — https://www.reuters.com/world/china/chinas-lenovo-posts-43-jump-q1-revenue-2026-08-13/ Cisco — https://www.marketbeat.com/earnings/reports/2026-8-12-cisco-systems-inc-stock/ Cerebras — https://investors.cerebras.ai/news-releases/news-release-details/cerebras-systems-fast-inference-cloud-business-nearly-quadruples Coherent — https://www.coherent.com/content/dam/coherent/site/en/documents/investors/financial-releases/2026/august-12/earnings-release-fy26-q4.pdf Applied Materials — https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-announces-third-quarter-2026-results
Super Micro Computer is trending on social media again. Before you follow the hype, here's what the actual numbers say.CSI breaks down SMCI's most recent quarter using fiscal.ai data — gross profit margin below 11% and guided to stay near the trough, rising revenue with stagnant operating profit, and free cash flow that has been negative for most of the company's history. We also unpack the $7 billion equity and equity-linked financing raise from June 2026, the new SMCIP preferred stock paying a 7% dividend, and what that means for where common shareholders sit in the pecking order for future cash flows.We dig into the accounts payable and receivable dynamics behind SMCI's competitive pricing strategy, and why the lack of an in-house financing arm — unlike Dell, HPE, and Lenovo — remains a structural headwind that the headlines are not talking about.Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI doesn't own shares of Supermicro
Don’t miss this massive channel shift! Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ In this episode of the Ultimate Partner Podcast, host Vince Menzione sits down with Alexandra Zagury, Corporate Vice President of Channels at Microsoft, to explore ecosystem shifts, partner-led growth, and AI transformation. https://youtu.be/9jrSGX5bM90 Key Takeaways Microsoft’s telemetry and propensity data offer unprecedented insights that many partners are currently failing to unlock. Partners must evolve past basic licensing models and build comprehensive managed service stacks across the entire customer lifecycle. Establishing an AI Center of Excellence on the Microsoft platform is critical for capturing future market share and technical intensity. The modern tech ecosystem demands a shift from product-led growth to true partner-led growth driven by multi-partner collaboration. Renewal engines targeting 110% to 125% retention require an always-on motion starting well in advance of contract expiration. Investing in sales readiness and precision velocity training ensures that end sellers can effectively articulate the value of the Microsoft platform. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Microsoft, telemetry, Hyperscalers, channel, small medium enterprise, telcos, hosters, SSPs, Cisco, CSP, agentic GTM, propensity data, SPX, PUPP, cloud descent, MSPs, managed XDR, Agent 365, skilling, co-sell, renewals, flywheel, AI Center of Excellence, enterprise Transcript Alexandra Zagury Audio Podcast [00:00:00] Alexandra Zagury: One of the things that I think is the best kept secret at Microsoft is the telemetry that we offer our partners. [00:00:08] Vince Menzione: You can feel it happening. The ecosystem is shifting beneath us, the way Hyperscalers are partnering, how AI is remaking the channel and what it means to win in 2026. Welcome to the Ultimate Partner Podcast. [00:00:22] Vince Menzione: I’m Vince Menzi, own your host, and each week I sit down with leaders at the intersection of technology. Partnerships and outcomes. The voices shaping how ecosystems actually work. We talk about what’s real, what’s changing, and what it takes to lead in this era where the partner channel isn’t just part of the strategy. [00:00:41] Vince Menzione: It is the strategy because being in the room changes everything. Let’s [00:00:46] Guest: start. [00:00:50] Vince Menzione: I am thrilled because I get to have a leader that is somewhat new in role and is the corporate vice president of channels for Microsoft. And so Alex is here to, is joining us for the first time at Ultimate Partner. I’m thrilled to have you. Thank, thank you so much. Thank you so much. Welcome, welcome. [00:01:14] Vince Menzione: Thank you. Thank you. You and I are gonna be in the center seat in the middle. Okay. Yeah. Yeah. We wanna. So I am thrilled. Um, you’re relatively new in your role at Microsoft. [00:01:24] Alexandra Zagury: Seven months. [00:01:25] Vince Menzione: Seven months, [00:01:26] Alexandra Zagury: yes. [00:01:26] Vince Menzione: Wow. That’s a, that’s a crazy. So take us through, ’cause for those who don’t know you, but a little bit of an introduction, your title, your role, CVP, and uh, your remit. [00:01:37] Vince Menzione: Let’s talk about that and what your organization is focused in, in your mission. Yeah. [00:01:41] Alexandra Zagury: So hi everybody. Really exciting to be here. Thanks for the invitation, Vince. I always love to be with partners and with the channel. So my, I came to Microsoft to lead a new role, which we call Global Channel Sales, and it was part of the strategy of Microsoft to really bet on the growth in small, medium enterprise. [00:02:04] Alexandra Zagury: With the channel partner led growth. So my remit is really to lead our managed partners, but also to lead the strategy when it comes to the channel. Very specifically looking at the telcos, the distributors, the hosters. The sis and, uh, the SSPs of course. And, and so my role can be summarized in one word growth, and that’s what we do every single day is map our ambition to your ambition and figure out how we actually conquer this age of ai. [00:02:40] Vince Menzione: It’s a pretty big role. It’s a pretty, you know, I forgot about hosts ’cause we don’t, we don’t talk about them as much these days in the cloud. [00:02:48] Alexandra Zagury: Still a lot [00:02:48] Vince Menzione: of opportunity. You’ve got, and you’ve got all the telcos as well, which are pretty significant organizations, right? Lumen Field, just around the corner. [00:02:56] Vince Menzione: Mm-hmm. Right up the. Right up, I said across the river, but it’s across the pond in Seattle. And, uh, what does that look like from an organization perspective in terms of dollars? Are you allowed to disclose numbers? [00:03:08] Alexandra Zagury: No, we [00:03:08] Vince Menzione: don’t talk numbers. Okay. And, but you have a long career in this type of environment, in this role. [00:03:15] Vince Menzione: 10 years at Cisco, right? [00:03:17] Alexandra Zagury: Mm-hmm. [00:03:17] Vince Menzione: Tell us a little bit more about your background, [00:03:18] Alexandra Zagury: please. Yeah, sure. Um, well I started out as a, a sales leader. Uh, actually I started out in banking, if you wanna go all the way back. Um, but I fell in love with the channel actually, when I was at Yahoo, believe it or not. Wow. [00:03:32] Alexandra Zagury: Because it was the first interact sales model that I had the privilege to operate in, and I really understood. Stood the power of going through a channel. And then I was at Blackberry where I, I, I also, um, well had various sales leadership roles, but our model was all through, was all through the channel. [00:03:51] Alexandra Zagury: Yes. Um, some startups and then help [00:03:54] Vince Menzione: in those days too, right? [00:03:55] Alexandra Zagury: Yeah. It was all sps and I learned from Jim Balze the channel fundamentals. So, um, and then ended up, of course, at Cisco the last. Nearly 11 years, which I think is also one of the greatest channel companies. Yes. And really has thrived in a partner, partner led growth, and in a partner led model. [00:04:12] Alexandra Zagury: And so when, when Microsoft called, I mean, this was just the opportunity of a lifetime. To lead the channel during an era where we’re all getting disrupted, we’re all having to blueprint new systems, new ways of working, where go to market is getting identified, and we’re all having to figure out how to become customer zero ourselves, but then also how to go to market. [00:04:36] Alexandra Zagury: With, with agents. And so this was the, the most exciting time that I could think of to join the Microsoft ecosystem and really take us to the next level. [00:04:44] Vince Menzione: Well, your background is perfect for this. I, I, Rodney Clark is a friend, has been a guest on the podcast and in, in the studio, and I think of Cisco is the quintessential channel company. [00:04:56] Vince Menzione: Like when I think about how channel got created and how it worked well, it was always Cisco that did it. So give us like your perspective now, like seven plus months and like how does this feel like you’ve You’ve got a big remit and, uh, various, uh, routes to market. We’ll call them, uh, channels to market. [00:05:14] Vince Menzione: So take us through a little bit of that, like Yeah, sure. [00:05:16] Alexandra Zagury: Describe [00:05:16] Vince Menzione: the transition, what it’s been like [00:05:18] Alexandra Zagury: for you. So one of the things we’re focused on is supporting the channel through the transformation, and we look at it in a couple of lenses. The first lens is really helping the channel become customer zero. [00:05:29] Alexandra Zagury: We really believe that the partners that invest in. Actually identifying their own processes and their own go go to market are the channels, are are the partners that it can actually win because if you are using it, you’re gonna be able to sell it. The second layer is all about technical intensity, and I’m very passionate about this because I see it from two lenses. [00:05:51] Alexandra Zagury: One is. I would like each and every of our partners to lead in building an AI Center of Excellence based on the Microsoft platform. It is a unique opportunity. I can give you lots of numbers, right? We’ve all heard about the trillions of agents that are gonna be here by 2030. We’ve all heard about the tam. [00:06:12] Alexandra Zagury: I mean, our TAM is going from 777. Million to over a billion, uh, to over a trillion. I, it’s, the numbers are just enormous, insane, right? Over half a billion of customers in our base that are using, that are, that are based already on the Microsoft platform. So all the goodness of our IU IQ platform can be unlocked with all the services that the partners can build. [00:06:36] Alexandra Zagury: So investing in that technical skilling and building those practices are gonna be, is gonna be essential. The third part. The third pillar is all about ag agentic, GTM. So once you’re actually using, uh, the Microsoft platform, you’re gonna have to reimagine all your business’s pro processes, your sales processes, and the more that you are integrated into how we do, how we do things. [00:07:00] Alexandra Zagury: One of the things that I think is the best kept secret at Microsoft is the telemetry that we offer our partners. Yeah. I mean, it’s unbelievable. I’ve never seen the quality of propensity data. And now I’m gonna give you the ABCs, which is please, A SPX, which is where we get all our copilot data, PUPP, which is our proposal upsell, uh, planner, right, cloud descent, where you can actually get your next action directly to your sellers. [00:07:27] Alexandra Zagury: There is just so much goodness that we give, which is part of our, our investment in partners. Which takes me to the fourth pillar, and that is all about value alignment and one of the things that I’m very focused and I bring with me from, from Cisco and the work that I did with MSPs is really thinking through what is that value exchange between us and the partner. [00:07:49] Alexandra Zagury: I believe that I’m in the business of earning your trust. Earning your preference. And, and, and we do that by really mapping that value alignment. So not just, one of the things that the whole industry has copied from Microsoft is really looking at our incentives across the customer lifecycle. Yes. So really mapping the value alignment across the customer lifecycle, not just at the point of the deal. [00:08:13] Alexandra Zagury: ’cause that was the whole purpose of CSP. That’s right. The investments we make in tele telemetry, the investments we make in our go-to-market assets and having those bi-directional feedback loops so that we can be continuously improving. So those are sort of the things that I’m thinking about every day. [00:08:29] Alexandra Zagury: There’s a couple of others as we lead and support you in this transformation. ’cause I think of my job as to supporting and driving growth with you so that we have that joint ambition. But also supporting the transformation that both of us are on this journey. [00:08:44] Vince Menzione: And Microsoft was the first with Jay McBain was with us yesterday, and we talked, we’ve talked about this before, but you were the first company to take and look, get rid of the old metal systems, right? [00:08:55] Vince Menzione: The bronze, silver, gold, mm-hmm. And move to basically a point system for partners so that they can come at it from a kind of a global perspective on how they drive success. What was, um, what did you learn about this partner community, your first months that you didn’t expect? [00:09:12] Alexandra Zagury: Can I say something controversial? [00:09:14] Vince Menzione: Absolutely. Okay. [00:09:14] Alexandra Zagury: I love, [00:09:14] Vince Menzione: we love controversial, [00:09:15] Alexandra Zagury: so I think one of the things that I was surprised was that I didn’t see all the partners really unlocking the value of CSP. Yeah. What do I mean by that? When Microsoft moved to the Point System, and I was on the other side, really, I was so jealous of CSP when I was running managed services. [00:09:34] Alexandra Zagury: Here’s an offer that is for partners, for Partner that gives you that initial. Guarantee in terms of the margin that helps you throughout the customer life cycle with all the incentives and, and programs that we have. And I didn’t see, I mean there are some partners, but I was surprised not seeing more partners really building their value stack and their services across the lifecycle. [00:09:59] Alexandra Zagury: And I think there’s such a great opportunity now to do that. That was one of the most surprising things I thought. Oh my gosh, there must be so many, so many services stack, so many people really unlocking, unlocking that, that value. That was a, that was a little bit surprising. [00:10:14] Vince Menzione: Why? Why do you suppose, why do you suppose that was happening? [00:10:17] Alexandra Zagury: I think some of the things that we were listening here, there’s some, sometimes complexity. There are things that we still have to. Get better on, and I’m one of the first ones to say that like our partner experience, we have, um, you know, a lot of focus right now on partner center and ensuring that we’re identifying it. [00:10:36] Alexandra Zagury: I don’t know if I can say it, but, you know, one of the things that we’re looking at is replicating internally. We have Agent J. That supports our sellers through the sales process. Nice. We’re looking at having something similar for our partners. Very cool. Getting some claps there. So, yeah, so, uh, I think, you know, that I, some, there are some lockers that we, we have to acknowledge a lot of them are operational and comes with being a 50-year-old company. [00:11:02] Vince Menzione: I, I’ll give you my perspective too. I wanna get your thoughts on this. ’cause I got to, I’ve gotten to know this MSP community, which is a, you mentioned managed services and that, um, I think that some of them, well, I think Microsoft is leaning in, in a much bigger way. Um, we had Jose on stage yesterday and just the, the energy around the room, there he is, he’s back here. [00:11:23] Vince Menzione: The energy in the room around the MSP community is palpable and it maybe it wasn’t there a few years ago. Maybe some people got off the bus, so to speak, like they weren’t really paying attention mm-hmm. To all the change and all the investments. That you men, you’re mentioning or being made to support this, would you, what would you say about that? [00:11:42] Alexandra Zagury: Yeah, I’d say that that that is correct, but I’d also say that what I learned, you know, leading MSP at Cisco was that. All the stars have to be aligned, right? And if one thing is not right, if you don’t have product market fit, if you, if you, if you don’t have a good way to, uh, consolidate your offer, if you don’t have that investment in practice development, like there’s a series of things that we need to get right. [00:12:07] Alexandra Zagury: And I think Jose and I spent a lot of time thinking through those things and we’re, we’re ready to, to welcome the community and specifically around security. I mean, that was the second thing that I was really surprised because I lost so many deals on the other side to Microsoft, and I was like, and then I come on this side and I’m like, there’s all this opportunity everywhere. [00:12:28] Alexandra Zagury: I look underneath this chair, this opportunity, and I’m like, why are people not going after it? There is the opportunity to build managed XDR solutions, the opportunity to reinvent the song. There’s, there’s just so much opportunity and I think people get so stuck in the. Just thinking of it from a licensing model and not thinking it from the, the full on end-to-end value that you can then unlock through the best licensing model on the planet. [00:12:55] Alexandra Zagury: And so, look, we’re here, we’re, we’re ready to talk to all of you and, and really figure this out ’cause we are gonna place really bet big bets next year on ensuring that we’re growing with the MSP community. [00:13:08] Vince Menzione: So what are you personally focused on in changing Microsoft to drive this. [00:13:13] Alexandra Zagury: Well, uh, I don’t know. [00:13:14] Alexandra Zagury: Changing is a, is a, is a big word. Well, I like evolution, change, [00:13:17] Vince Menzione: evolution, evolving. [00:13:18] Alexandra Zagury: You know, I [00:13:19] Vince Menzione: transition. [00:13:21] Alexandra Zagury: I think there is, there is a couple of things that I’ll say that one of the things that I, I’m really focused on right now, the first one is skilling. We’re at a time of such transformation. That investing in skilling, and if you look at our skilling model, it has four pillars. [00:13:37] Alexandra Zagury: The first pillar we’re best in class, in which is certification specializations, and making sure that our ecosystem is certified to go to market. The second one, which we call project ready. It’s sort of how we help you, uh, technically skill the folks that sit in your practices. And there’s more work to do there, and there’s more that you can learn about how we can actually help you. [00:13:59] Alexandra Zagury: And then the middle part I’m obsessed with right now, which is sales ready and tech sales ready. So it is ensuring, because AI is new for everybody. Yes. It’s a muscle, it is a proposition that you have to sell it’s value that you’re selling. I, I love what the gentleman from Lenovo was talking about. It’s, it’s that CSB always on motion. [00:14:21] Alexandra Zagury: Yes. And so really getting very crisp to the end seller at the, at the reseller. For example, at the end, seller at the partner about why Microsoft. Why now, how do I sell and how do I win? And giving them the assets, the competitive battle cards, the, the, the ability to end objection handling all these. Great, we have them. [00:14:45] Alexandra Zagury: I mean, the amount of content we have, but it’s about doing it at what I call precision velocity. [00:14:51] Vince Menzione: Precision [00:14:51] Alexandra Zagury: velocity, right? Which is this concept of how do we get very precise at a persona level. So that we get the velocity of impact. And so I’m, I’m very obsessed with that right now. And there’s two other things I’m very obsessed with, right? [00:15:04] Alexandra Zagury: The other one is this practice building, ensuring that we are together building these AI centers of excellence, um, especially for all our managed partners. This is something that I’ve put on, uh, every single PDM in our org is gonna, is gonna be talking about that. And then the third one is one that I find super interesting, which I think all of us. [00:15:25] Alexandra Zagury: Have a lot of work to do, which is partner to partner. [00:15:29] Vince Menzione: Yes. [00:15:29] Alexandra Zagury: If we look at a customer outcome, thank you. A customer outcome is built of many partners, right? There’s so many different touch points. I think some folks talk about seven partners in, in a customer outcome, and so how do we actually. Use agents, use agent solutions to suddenly unlock this opportunity because most of the time you’ll see an SSP with an si, maybe an ISV in the middle of a transaction to deliver on that customer outcome. [00:16:04] Alexandra Zagury: Yes. So what can we Microsoft do? And I’d love ideas, right? I haven’t cracked this. I don’t think the industry has completely cracked this. It’s more of a, a science than, than, well, more of an art than it is a science today. So that’s the third thing that I, I, I’d love to really improve and, and get better at. [00:16:20] Vince Menzione: I wish you got to see my slide earlier. ’cause I had the seven seats. I had this, I had the seven partners surrounding the customer. Customer is able to make their decisions now because with their cloud commitments [00:16:31] Alexandra Zagury: mm-hmm. [00:16:32] Vince Menzione: They’re in the, they’re in the seat where it used to be. I would rely on the partner to tell me what to do. [00:16:38] Vince Menzione: I, I’m cobbling together the best solution for my organization. Based on the trusted partners, to your point, those seven seats, and that’s partner to partner action. And Jay McBain was here yesterday and he took us through a great example. It’s AstraZeneca, that Microsoft won AWS, thought they were gonna win the deal, and then there were Microsoft partners in involved. [00:17:00] Vince Menzione: And the, the decision was made in December, but the deal didn’t happen until July. And that whole process was because all these different partners showed up. And influence the decision and the solution areas for that customer. [00:17:12] Alexandra Zagury: Yeah, that’s the best example of PLG partner led growth in action, which I think, again, that is the other thing that I’m super excited about is that actually p proving in the AI era that it’s about PLG as partner led growth, not the other PLGI. [00:17:31] Vince Menzione: I love that. I love that. Instead of product led growth, it’s partner led growth. So I understand there’s three layers that you’re very interested in that you want, you were gonna take us through today. Okay. Do you know about this, [00:17:44] Alexandra Zagury: the layers [00:17:45] Vince Menzione: of we have, uh, copilot chat. Oh, yes. 365 and, and agents. [00:17:49] Alexandra Zagury: Yeah. [00:17:50] Vince Menzione: From a product perspective, I thought maybe, [00:17:51] Alexandra Zagury: yeah, sure. [00:17:52] Alexandra Zagury: This is, I mean. This is the, uh, advantage of choosing the market Microsoft platform. Yeah, so as you look, look at it, there’s, there’s definitely different options, but when you look at Microsoft, what’s really, really interesting is that we have all the, all the layers. There’s no AI without data, and we’ve got that data foundation. [00:18:15] Alexandra Zagury: We also have the intelligence data foundation, right? Then we’ve got the, the layer of actually building those AI agents, and then the last layer that we have is actually the experience or the application layer. So when you look at our platform is a completely integrated platform with the different choices. [00:18:35] Alexandra Zagury: We are not behold, beholden to one LLM or another LLM. You’re actually able to bring your data and, and bring the LLM that you want to deliver on the, on the outcomes that you need. And I think that is very, very unique about our proposition. Yeah, I [00:18:50] Vince Menzione: agree. [00:18:50] Alexandra Zagury: But the other thing that is unique, it’s the most exciting product out there. [00:18:55] Alexandra Zagury: Agent 3, 6 5, our own oh oh seven. It really is a differentiated proposition that every single partner can build services around. Starting with your advisory services, tell me customer, what is it that you are thinking of? Then you actually move on to thinking about security because again, just like there’s no AI without data, you have to start with that data foundation. [00:19:24] Alexandra Zagury: There’s no AI without security and no security without ai. And so really thinking through how, uh, agent 3, 6, 5, I love it. I get these claps once a, I love, love really thinking about how Agent 3, 6 5 really unlocks, not only. A security budget, but an observability budget because you can do both. You are talking to both, uh, folks at the customer, right? [00:19:47] Alexandra Zagury: You can actually start talking about how you’re gonna actually govern all of these agents, manage all of these agents, but also there’s the observability layer, which is gonna tell you what actually can you do? How can you actually deliver on the outcomes that we all want from ai, which is productivity. [00:20:05] Alexandra Zagury: Experience and efficiency and all the other things. So I think this is the biggest opportunity this channel has ever seen, and every single partner is gonna have to make a choice on what platform they’re gonna lead with, and we believe it should be ours because it is completely integrated across these three layers with our very own oh oh seven. [00:20:30] Vince Menzione: I wanna get your perspective, but it feels like many of these partners in the MSP community are stuck at that CSP level. We were having this conversation about getting through that, coaching ’em through it. What would your be your perspective on that? [00:20:44] Alexandra Zagury: Um, I’d say, uh, use this moment to unlock that opportunity. [00:20:50] Alexandra Zagury: First off, invest in your skills. Get your, get your team skilled and, uh, on Microsoft, build your center of excellence. Map out your strategy where actually you’re gonna monetize and use all the different assets that we have. And if you are being really, um, I mean, most of them are serviced through a distributor. [00:21:12] Alexandra Zagury: Make your distributor accountable for supporting you in packaging the offers and giving you the, uh, information that you need in terms of skilling. And then in terms of co-selling, again, distributor has a lot of tools that can help you understand how to unlock the co unlock, the co-selling opportunity with Microsoft. [00:21:35] Alexandra Zagury: I think that’s another really big competitive advantage that Microsoft has. When, uh, Microsoft changed what it started by, by, by changing its strategy. I think clarity is kindness. We were very, very clear that where we want, we wanted partners, of course, to play an enterprise with a services stack, but we were very clear that we were betting on a partner led growth in small, medium enterprise, right? [00:22:03] Alexandra Zagury: And so we’ve built our whole operating system. Around that. And so I think it’s really about finding the information that you know you want, planning your strategy, getting skilled and go to market with us. Our co-sell Advantage is very, very unique. It is one of the only companies that has the sales teams completely aligned because CSP is our hero motion. [00:22:29] Vince Menzione: So being with a customer through the journey on CSP, but also renewals are a big component of growth. Talk to us about that. [00:22:36] Alexandra Zagury: Yeah. Renewals are, uh, a machine and an engine that is just absolutely beautiful. It’s your [00:22:42] Vince Menzione: flywheel. [00:22:43] Alexandra Zagury: It is your flywheel. Um, and it is the gift that keeps on giving. We, of course, have a very focused, um, and in fact, one of the things that I’ve done since. [00:22:52] Alexandra Zagury: Uh, since we’ve started, it started a very focused motion in terms of looking at our renewals. We have very specific targets. We, we like to see a renewal at 110% at the moment of renewal. And then we like to see a motion, t plus three, T plus six. That gets us to that a hundred and and 25%. But what we’ve also found out is that this needs to be an always on motion. [00:23:18] Alexandra Zagury: So one of the things that we’re doing is using this concept of precision velocity becoming very rigorous. ’cause we have all the data. Yeah. In terms of what is that next action, and really looking at starting that renewal process, we see that the partners that are able to reach the targets are the ones that start at T minus. [00:23:36] Alexandra Zagury: Six, maybe T minus three, you’re cutting it, but T minus six. And really building that constant motion, getting out in front Yeah. With the customer is really important. And then of course, we now even have these amazing go back motions, uh, with, with our partners where we actually, after the renewal, we go and. [00:23:56] Alexandra Zagury: The renewal was not at the target. We just constantly keep on going. Uh, going back with the, with the partners and we’ve unlocked a, a bevy of data. We, our operating model, we call it the pods, where the PDM sits at the center and orchestrates it with all the different roles that we have. And so we now have a very systematized moment, uh, motion of how to do the renewals. [00:24:18] Vince Menzione: So for the partners in the room, what’s one investment that they should make and what should every partner in the room do differently? Going into, uh, July 1st. [00:24:27] Alexandra Zagury: Well, I think the first thing, remember, CSP is our hero motion, so really for, uh, real, really focused on that. But the one investment, can I say two? [00:24:38] Vince Menzione: Please, please. [00:24:38] Alexandra Zagury: Your time. The, the first one is skilling, right? This is the time. [00:24:43] Vince Menzione: Yeah. [00:24:43] Alexandra Zagury: Technical intensity is super, super important, and really making those investments in skilling not only from a practice perspective, your your, your technical practice, uh, teams, but also from a sales readiness perspective. [00:24:59] Alexandra Zagury: This is a new muscle. It’s we’re all learning how to truly sell outcomes, and so getting your sales teams ready. Is is really important. And then the second one very tied to that is building your AI Center of Excellence based on the Microsoft platform. Because as we go into FY 27, you will see that the partners that prefer and grow with us are the ones that will see the investment come to them. [00:25:28] Vince Menzione: So I want to use the term front. I I, I’ve been avoiding the term frontier firm, but I think it is super critical. Everything I’ve heard today, like you need to be customer zero. You need to get in train, advance on it and go build against it. [00:25:41] Alexandra Zagury: Absolutely. Well, if you had, let me a third, I would’ve said customer zero. [00:25:46] Vince Menzione: You have it? Alright. We have less than a minute. Would you be okay if we ask for like maybe one question? Yeah, absolutely. We’ll do like one, maybe two. So good to have you by the way. Thank you, Vince. So nice to have you here. [00:26:04] Vince Menzione: I think we did such a good job. Oh, here we go. Here’s, here’s fun. A mic is coming your way. [00:26:20] Vince Menzione: Thank you. Here we go. Okay. [00:26:22] Guest: So we’ve been very keen on, um, skilling our people, and I still find it very hard to get all of the information out of Partner Center to get a complete global view. Are you and your team thinking about maybe having an MCP server access and having a real portal working with that data? [00:26:41] Alexandra Zagury: You just touched on one of our areas of improvement. Absolutely. In fact, um, thank you for, stay tuned for holding us accountable to that. That is definitely one of the things that we’re working on is how to integrate skilling hub into partner center. Right. As most of you will know, there are it Qs, and so that’s one of the things that we are definitely prioritizing, but thank you for holding me accountable to that one. [00:27:09] Vince Menzione: Awesome. [00:27:13] Vince Menzione: We have one more back here, David. I see. We wanna see how fast they can move that microphone across the room. Relay system here. The relay team. There we go. [00:27:25] Guest: That was excellent, Alexander. Thank you. And welcome. [00:27:28] Alexandra Zagury: Thank you. [00:27:29] Guest: Can you point to a specific example? ’cause I think it’s so critical what you highlighted just the skill piece and the customer outcomes piece. [00:27:35] Guest: Right. Can you point to a specific example of a story that you really love that highlights, uh, customers lighting it up with ROI. [00:27:44] Alexandra Zagury: Yeah, I think, you know, we’re, we’re, we’re a platform, so I just saw a win wire. Like at Microsoft, we get these win wires all the time about how an SSB actually won a, a deal against one of these big AI only companies. [00:28:00] Alexandra Zagury: And it was really about selling the full platform, right? Yeah. Because if, if you, if you put a full platform against an LLM proposition, I mean, the full platform really stacks up because it’s completely integrated. It’s not behemoth to one, you’re not making a bet on one company. And it really highlighted our mantra around trust and intelligence. [00:28:24] Alexandra Zagury: The customer was able to see, they, they were an M 365 customer, so all their iq, all their intelligence was already there. They knew that they, there were guardrails against it. They had a problem with shadow ai and by actually standardizing on copilot and going on that journey from copilot paid to agents, they sue the, they saw the full, uh, value proposition. [00:28:49] Alexandra Zagury: And so we won that deal and it was one of the. First E seven deals that we won, so it was great. [00:28:55] Vince Menzione: Fantastic. Great. Congratulations. [00:28:57] Alexandra Zagury: Thank you [00:28:58] Vince Menzione: Alex. I am so honored and thrilled that you got, you chose us to be your I I would say the first big Yeah, absolutely. Presentation in front of the partner community. [00:29:07] Vince Menzione: I’m so excited to have you. [00:29:08] Alexandra Zagury: Thank you [00:29:09] Vince Menzione: guys, and hopefully many more times ahead with us. [00:29:10] Alexandra Zagury: Absolutely. Invite me at anytime. [00:29:12] Vince Menzione: Okay. Well, thank you [00:29:13] Alexandra Zagury: so much. [00:29:14] Vince Menzione: Thank you. So great [00:29:15] Alexandra Zagury: to have you. Thank [00:29:16] Vince Menzione: you so much. Thanks for listening to The Ultimate Partner Podcast. If today’s conversation resonated, share it with a partner leader in your network. [00:29:26] Vince Menzione: Subscribe where you listen, and head over to the ultimate partner.com. For show notes related content and the resources for this episode. And if you haven’t already, now’s the time to register for the Ultimate Partner Live Event in Reston, Virginia, October 26th through October 28th. Until next time, keep showing up in the rooms that matter because being in the room changes everything.
Plus: JPMorgan Chase ended its banking relationship with Polymarket over regulatory concerns. And analysts say Lenovo seems confident in managing the headwinds for consumer electronics. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A.M. Edition for Aug. 13. A Journal investigation finds that thousands of North Korean operatives have landed jobs at American companies and are funneling millions of dollars back to the regime. Plus, big businesses like Apple and FedEx start reeling in hundreds of millions in tariff refunds. And the WSJ's Stu Woo details how American chatbots are towing Beijing's party line. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Plus: the AI boom boosted Cisco's quarterly profits. And Lenovo is on track to hit its annual revenue goal ahead of schedule. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ben and Tom discuss producer prices coming in cooler than expected for a second straight month with headline PPI flat month-over-month and core PPI easing to 4.2% year-over-year, Tom's argument that interest rates remain too high given the $40 trillion national debt after the 10-year auctioned at the highest rate since 2007 and the 30-year approaching its highest since 2001, a breakdown of how portfolio management fees and retail margins are skewing the services component of inflation data, Lenovo surging 20% as AI-related revenue climbs to 35% of total revenue, and Lambda's new $926 million amortizing loan priced at 300 basis points over SOFR as an early example of asset-backed financing structures emerging to fund AI infrastructure buildouts.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Marley Kayden and Sam Vadas discuss July's flat wholesale inflation report and what it could mean for the Fed's path forward. They also break down major market movers, including Workday's (WDAY) surge on acquisition speculation, Lenovo's strong earnings-driven rally, and JD.com's (JD) decline despite an earnings beat. Investors are now focused on upcoming PCE inflation and retail sales data for the next clues on the economy.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Original https://youtube.com/live/4rGkfH52kBc
Lenovo's ThinkBook patent codenamed Project Swan will bring horizontal rollable displays to its laptop form factor, and Apple is reportedly splitting the release of its premium iPhone 18 devices from its cheaper ones.Starring Jason Howell and Tom Merritt.Links to stories discussed in this episode can be found here. Hosted on Acast. See acast.com/privacy for more information.
This week, we're looking at Apple's legal challenge against the UK Government over demands to access user data, new EU rules on AI transparency, and the latest leaks surrounding Googlebooks from Dell and Lenovo. We also take a nostalgic trip back to the 1980s with Timex's futuristic Retroware digital watch, plus some very welcome news involving Amiga and Commodore. With Gareth Myles and Ted Salmon Join us on Mewe RSS Link: https://techaddicts.libsyn.com/rss iTunes | YouTube Music | Stitcher | Tunein | Spotify Amazon | Pocket Casts | Castbox | PodHubUK Feedback Listening to your thoughts about a streamer with Ethernet. Have you thought about the Manhattan Aero? The Aero is the only streaming option that Manhattan do. The others are all freeview/freesat based. An alternative is the Netgem Pleio... Have no direct experience of the Pleio but will say that the Aero runs on the Tivo platform and won't support Now TV. Got 4 of them when I got hacked off with Sky... Phil I have a couple of compact cameras; a samsung and canon, which are being used regularly since 2010. I rarely use my phone's cameras even for videos. Almost every event and holiday, those two cameras are present. Oh and I still use my moto mod hasselblad camera with my moto z3 play. JTManuel News Apple launches legal challenge against UK government demand to access data EU announces new rules on AI transparency Dell's first Googlebook could borrow one of its most iconic laptop brands Massive leak reveals Lenovo Googlebook 15 ahead of launch Timex's New Retroware Digital Looks Like a Futuristic Watch from the '80s Amiga And Commodore, Back Together (Sort Of) Banters: Knocking out a Quick Bant Planify FreeFileSync - A Review Alternative - Syncthing Bought Report Yeesabella Grip Stickers Bargain Basement: Best UK deals and tech on sale we have spotted NOCO GENIUS2: 2A 6V/12V Smart Battery Charger - £45.34 Was £54.95 XTEINK X3 3.7" Pocket E-Ink eBook Reader £65 from £80 (Qi2 connectivity and magnetic pogo-pin charging - X4 has USB-C but is bigger) Miady 2-Pack 5000mAh Handheld Portable Fan (7-20 Hours Runtime) - £11.99 Was £23.99 Samsung Galaxy S25 FE 256GB/8GB £499.00 from £699 (sometimes £599) - £99.80/month (5 months) - the 128GB one is £449 MAGICNUC AG2 Mini PC — Ryzen 7 7840HS, 32GB DDR5, 1TB NVMe - £599.00 UGreen 13-in-1 Docking Station £69.99 from £119.99 Main Show URL: http://www.techaddicts.uk | PodHubUK Contact:: gareth@techaddicts.uk | @techaddictsuk Gareth - @garethmyles | Mastodon | Blusky | garethmyles.com | Gareth's Ko-Fi Ted - tedsalmon.com | Ted's PayPal | Mastodon | Ted's Amazon YouTube: Tech Addicts
It's one week until the Pixel 11 rollout during the Made By Google event and Huyen Tue Dao, Jason Howell and Ron Richards are getting HYPED. Maybe it's the Android Summer heat or maybe it's the mix of weirdness and oddities in the news this week that we're parsing. Either way, it's a fun show this week!Note: Time codes subject to change depending on dynamic ad insertion by the distributor00:03:30 - NEWSDepending on which report you read, Smartphone shipments dropped in Q2'26 OR Smartphone revenue was up in Q2'26Where there's smoke...reports coming out of Nothing that they're pivoting away from phones and focusing on AI and general devices, just as they announce new earbuds!Happy 5th Birthday Jetpack Compose, featuring a cameo from Huyen!PATRON PICK: These leaked renders of the new Samsung Galaxy Buds On are a new look for Samsung ear buds00:32:01 - HARDWAREWith Made By Google approaching, we get a teaser of the Pixel 11 with a focus on the Pixel Glow or perhaps it's called something else, like "HiLight"?In addition to the Pixel 11, will we get a a "Pixel Tag"?The first Googlebooks from Lenovo have leaked and so have the Googlebooks from Asus!Tecno is claiming to have to have the first truly bezel-less phoneOnePlus isn't dead yet! The OnePlus 16 is confirmed to be coming later this year (just not here in the US)00:55:52 - APPS 'n SOFTWARE 'n STUFFGoogle merges a bunch of features under voice search that use....your voiceGoogle kills an app before it even launches and then kills Nano Banana 2 in Google Earth less than 24 hours after launching itThere's a major issue plaguing Spotify on Android right now, but Spotify is aware of it and working on itMissing TV Time? The original creator is back with Bingers01:08:11 - COMMUNITY FEEDBACKDaniel wants to turn off the annoying automatic volume lowering feature. Here's how!Hilton from Virginia shares adventures in car repair with GeminiMike from Ohio confirms that his Nexus 5 is indeed running Marshmallow/Android 6.0 Hosted on Acast. See acast.com/privacy for more information.
Jim Fields is an American entrepreneur who has spent over 15 years living and building businesses in China. He speaks fluent Mandarin, began his career at Adobe in Silicon Valley, and moved to China, where he worked at Nokia and Reckitt Benckiser before founding Relay Video in 2016 - a Beijing-based creative marketing agency that helped Chinese tech companies including Xiaomi, Tencent, and Lenovo tell their stories to global audiences. He later founded Relay Club, an influencer management platform for Chinese brands going outbound. He now serves as Chief Growth Officer at Nuon Medical and is involved with Oren Medical, a Shenzhen-based manufacturer within the Kaiyan Medical Group.In this episode, Jim talks about his journey from Silicon Valley to China, what he learned building Relay Video, and the most common mistakes Chinese tech companies make when trying to go global. He explains why he pivoted from marketing into medtech, and breaks down both companies he works with today: Nuon Medical, which embeds clinical technologies like red light therapy, microcurrent, and PEMF directly into cosmetics applicators for brands including Clarins and Vagheggi, and Oren Medical, which manufactures red light therapy and medical wellness devices with over 300 patents across six FDA-cleared facilities.Jim also discusses his TEDx talk arguing that light is a fourth macronutrient alongside oxygen, water, and food - the science behind red and near-infrared light therapy and why he believes it belongs in everyday consumer products. He covers the beauty tech market in China versus the West, how US-China trade tensions and tariffs affect a cross-border business like his, and what he's learned from 15-plus years of building across both markets. Discussion Points· Jim's journey from Silicon Valley to 15+ years building businesses in China· Relay Video's thesis: Chinese brands are the brands of the future but need help telling their stories globally· The most common mistakes Chinese tech companies make when going global, from working with Xiaomi, Tencent, and Lenovo· The pivot from marketing to medtech and how Jim's China background connects to his work in beauty tech· Nuon Medical: embedding clinical technologies (light therapy, microcurrent, PEMF) into cosmetics packaging· Jim's TEDx argument that light is a fourth macronutrient - the science behind red and near-infrared light therapy· Oren Medical: China's medical device manufacturing sophistication, 300+ patents, six FDA-cleared facilities· Beauty tech market maturity in China versus the West and where China is leading· How US-China trade tensions and tariffs affect a cross-border business built on Chinese manufacturing· Lessons from 15-plus years building businesses that span China and the West
A court order indicates Apple continues to fight. Plus, new Googlebook laptops coming from Lenovo and expensive gaming laptops from Razer.Starring Tom Merritt and Robb Dunewood.Show notes can be found here. Hosted on Acast. See acast.com/privacy for more information.
The FCC faces backlash on trying to censor Trump critics. Reddit CEO criticizes Google AI summaries. Zuckerberg's AI bets going poorly. Apple introduces a Hardware Subscription plan. New chips are coming to tablets and Chromebooks. Lenovo's lineup leaks. Valve's VR headset looks like it could be in pricing trouble. And is this REALLY the year for Linux on the Desktop? Let's get our tech week started off RIGHT! -- Show notes and links: https://somegadgetguy.com/b/4fV Support Talking Tech with SomeGadgetGuy by contributing to their tip jar: https://tips.pinecast.com/jar/talking-tech-with-somegadgetgu Find out more at https://talking-tech-with-somegadgetgu.pinecast.co This podcast is powered by Pinecast. Try Pinecast for free, forever, no credit card required. If you decide to upgrade, use coupon code r-c117ce for 40% off for 4 months, and support Talking Tech with SomeGadgetGuy.
Like a world-class orchestra conductor who brings together extraordinary musicians with different instruments, backgrounds, and talents to perform in perfect harmony, great leaders unite diverse teams around a shared vision to create exceptional business outcomes. We welcome Ilenia Lupi, Executive Director and Europe Channel Leader with Lenovo, for a compelling conversation on leading across cultures, accelerating AI adoption, and empowering organizations through collaboration. Highlights include: Ilenia shares why trust, adaptability, curiosity, empathy, and active listening are the foundation of effective leadership, emphasizing that "you cannot achieve results alone" and that the future belongs to leaders who orchestrate ideas, partnerships, and diverse perspectives rather than simply having all the answers. How Lenovo's AI-first strategy helps organizations move beyond experimentation to measurable business outcomes through smarter infrastructure, hybrid AI, edge computing, and a thriving partner ecosystem. There is no one-size-fits-all approach to leadership: how maintaining a clear vision while allowing local flexibility drives success across Europe's diverse markets, and why strong alliances with partners are essential to navigating today's AI transformation. What to expect from the next generation of technology leaders. Whether you're leading global teams, building strategic partnerships, or preparing your organization for the next wave of AI innovation, this conversation with Ilenia offers practical leadership insights that will help you become the conductor who brings out the very best in every team member to deliver extraordinary results. To learn more about how Lenovo is helping partners accelerate AI and business transformation, visit Lenovo 360 for MSP: https://tinyurl.com/360forMSP. Timestamps: No "one-size-fits-all" Approach 5:15 Consistencies in Leadership 20:30 Advice for Next Gen 25:29
News sources: https://lmg.gg/L8hqh Timestamps: 0:00 Linus Torvalds welcomes AI coding 1:14 Lenovo's inkjet-printed OLED laptop 2:32 EU forces Google to open Android 4:04 QUICK BITS INTRO 4:13 Ransomware halts Fairlife production 4:44 Samsung foldable specs leak 5:20 Moonshot unveils Kimi K3 5:56 23andMe settles its data breach 6:30 OpenAI sells a $70 basketball 7:04 Credits Learn more about your ad choices. Visit megaphone.fm/adchoices
Alice Han and James Kynge dive into why JPMorgan has cut its Hong Kong employees off from Anthropic's Claude. That comes after Goldman Sachs quietly restricted AI access for their employees in the city. With ChatGPT already blocked on the mainland, are U.S. companies drawing a new line around Hong Kong? And what does it mean for the city's future as a global financial hub? They also discuss Lululemon's Great Wall yoga festival, which was meant to celebrate Chinese culture. Instead, a Japanese-style drum in the promotional imagery set off a nationalist firestorm — over 50 million views on Weibo and counting. It's the latest in a long line of foreign brand missteps in China. Why is it so hard to get it right? And finally: China hasn't qualified for the World Cup — but football fans have found someone to root for: Chinese referee Ma Ning, who has picked up sponsorships from Lenovo and Hisense and 210,000 new social media followers. Learn more about your ad choices. Visit podcastchoices.com/adchoices