Podcasts about Microsoft

Author Susan Lammers joins the show to discuss the 40th anniversary edition of her classic book, Programmers at Work. We discuss what it was like to interview young and pioneering software developers like Toru Iwatani, C. Wayne Ratliff, and Michael Hawley and how the personal computer revolution was built by individuals seeking freedom from corporate mainframes.  Susan also shares her experiences as Editor-in-Chief at Microsoft Press, leading Microsoft's early interactive CD-ROM division, founding Headbone Interactive in the 1990s, and why she's bringing retro games like Elroy Goes Bugzerk back to Steam today.  SUSAN'S BOOK & WEB RESOURCES: Programmers at Work: 40th Anniversary Edition – Official site featuring updated bios, excerpts, and current career paths of the 19 interviewees Programmers at Work on Amazon or on Simon & Schuster website Overview and list of interviewees on Wikipedia HEADBONE INTERACTIVE & RETRO GAMING: HeadboneInteractive.com Headbone Interactive - Wikipedia  Elroy Goes Bugzerk on Steam – The classic 1990s interactive cartoon adventure game brought back for modern platforms SOFTWARE & HISTORICAL MENTIONS: VisiCalc on Wikipedia (The first computer spreadsheet) Ukatsuke Komachi (The automated receptionist robot at Namco in 1985) The Paris Review interview series (The literary inspiration behind Programmers at Work) Transcript

Apple's big hardware event is coming next week. iPhones are the main draw, but senior reviewer Jennifer Pattison Tuohy has her eyes on the rumors around — what else? — smart home gadgets. Andrew O'Hara from the Smart Home Insider podcast joins Jen to fire up the Rank-o-Matic and speculate on which rumored gadgets are most likely to see the light of day. Further reading: OpenAI's next big AI model has ‘entered the AGI era' Nvidia is buying Hugging Face for almost $13 billion Microsoft slashes Xbox Cloud Gaming to just 15 hours a month for Ultimate subscribers Microsoft opens up Xbox Cloud Gaming with new pay-as-you-go option 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

Nvidia agreed to buy Hugging Face for $12.9B, betting on its $399 Microduck robot as a physical-AI data engine, Meta rolled out Muse Spark 1.3 to rival Fable 5.1 and GPT-5.6 Sol, and Microsoft restructured its reporting into two segments. Nvidia agrees to buy Hugging Face for $12.9B, its second-biggest purchase after it paid $20B for Groq assets at the end of last year (CNBC) Sources: Decoding Discontinuity's Raphaelle D'Ornano argues Nvidia's bid is really an option on physical AI's data commons, with Hugging Face's $399 Microduck robot converting real-world robot use into open training data (Decoding Discontinuity) Meta rolls out Muse Spark 1.3 in Muse Code and Meta Model API, saying it improves performance across agentic and coding tasks, at the same pricing as Spark 1.2 (Axios) Muse Spark 1.3 holds a 52% lead on TAU³-Banking's tool-use benchmark and climbs to 85-86% on Terminal-Bench 2.1 coding tests, though Fable 5.1 still tops coding at 91.4%, all at unchanged $1.25/$4.25 pricing (The Decoder) Meta's Alexandr Wang tells Bloomberg Muse Spark 1.3 is competitive with Fable 5.1 and beats GPT-5.6 Sol at coding, uses 25% fewer tokens than 1.2, and previews a larger future model called Watermelon (SiliconANGLE) Microsoft shifts from three reporting segments to two: Agents and Infra, which has Microsoft 365 and Azure, and Devices and Consumer, which has Windows and Xbox (The Wall Street Journal) Subscribe to the ad-free feed.

This Week In Startups is made possible by: Wilson Sonsini   Today's show: Spinouts are everywhere right now, and most founders get the cap table wrong. Jason sits down with Becki DeGraw, partner at Wilson Sonsini, to break down how to do it right, starting with his 80/20 rule for splitting the new cap table and why letting the old company keep too much of it kills your ability to raise. Becki also covers the legal side: who owns the IP, non-competes between the two companies, and the trap founders fall into when they're still on the old board. PLUS, the one question every Series A investor will ask. Guests: Becki DeGraw on LinkedIn: https://www.linkedin.com/in/rebecca-degraw-639bbb62/ Wilson Sonsini: https://www.wsgr.com/en/ Relevant Links: Wilson Sonsini Goodrich & Rosati (WSGR) — **https://www.wsgr.com/** Becki DeGraw — https://www.wsgr.com/en/people/becki-degraw.html Waymo — Jason's headline example of a big-company spinout — https://waymo.com/ Expedia's 1999 Microsoft spinout — https://www.britannica.com/topic/Expedia-com-American-company Nvidia's ~$20B deal for Groq's asset— https://www.cnbc.com/2025/12/24/nvidia-buying-ai-chip-startup-groq-for-about-20-billion-biggest-deal.html Timestamps: 0:00 What a spinout actually is 0:50 Becki: the real "why" behind spinouts 2:24 IP licenses and the "acquihire" workaround 3:09 University spinouts 4:41 Google/Waymo and Microsoft/Expedia: spinouts at scale 5:03 Jason's 80/20 rule and the unicorn test 6:06 The broken cap table problem 6:36 Licensing deals as an M&A workaround 8:44 Exclusive licenses, full assignments, and license-backs 11:07 "What if Google spun out YouTube" 12:31 Groq–Nvidia, capital gains vs. income 13:23 Confidentiality, customer lists, and fiduciary duty traps 15:16 Get the paper done BEFORE you start the new thing 15:56 "It's a divorce," — and the employees are the kids Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp   Follow Lon: X: https://x.com/lons   Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/   Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland   Check out Jason's suite of newsletters: https://substack.com/@calacanis   Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

In this episode, Scott Becker highlights the strength of Microsoft’s Azure cloud business, Bank of America's bullish outlook, and the stock's recovery after a more than 20% decline.

While Microsoft pushes Copilot+ PCs, NVIDIA storms into the Windows ecosystem with AI-focused Spark machines and game-changing specs, igniting new rivalries with Apple and upending expectations for what local hardware can do. Plus, Atari revives 39 Activision classics for a price that will make retro fans blink, while the Sonos saga continues as it pivots to an open AI platform that might finally win back old loyalties. Finally, Paul's Markdown book will be released sometime in the next week. Windows The mystery of 26H2 is now less mysterious Last week: Week D came and went without a preview release, triggering speculation Microsoft issues Windows 11 version 26H2 to Release Preview, a first This means a September or October release to stable. Just guessing, but Preview Update in September, general Update in October is most likely Version numbers don't matter much anymore. There are no unique 26H2 features, just a few unique 26H2 presets - These include Point-in-time restore and Memory Integrity Protection being on by default Two 26H1 pre-release builds with little to speak of IFA 2026 is underway in Berlin Acer is first out of the gates with dozens of new PCs, including one based on the NVIDIA RTX Spark EU General Court confirms that Microsoft Edge is not a gatekeeper Visual Studio Code now has a full Markdown Editor experience Brave now offers free email aliases, and will have a premium option soon Firefox for iOS now has integrated ad blocking NVIDIA - $96.2 billion in revenues, up 106 percent YOY Dell - record $47 billion in revenues, but it's all from server/infrastructure HP - $15.7 billion in revenues, up 12.5 percent - $11.8 billion from PCs, vs. $15 billion for all Dell client products AI/dev Sony and Warner sue Anthropic for stealing their music Gemini Notebook gets first Expert Intelligence upgrade with integrated e-book support Sonos announces Sonos 27 OS with major AI functionality Microsoft moves WinUI development fully to GitHub ahead of open-sourcing it XBOX and gaming Call of Duty: Black Ops Cold War, more coming to Game Pass Every Activision title for the Atari 2600 is being reissued in cartridge form, but it's going to cost you Tips and picks Tip of the week: Markdown: A Field Guide for Writers App pick of the week: ImageGlass 10 RunAs Radio this week: Reimagining Intranets with Susan Hanley Brown liquor pick of the week: Macaloney's Cath-Nah-Aven 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 Sponsors: outsystems.com/twit threatlocker.com/twit helixsleep.com/windows

Paris' new book Hyperscale: The Ambition and Excess of Big Tech's Data Empires is coming out on October 20. To celebrate, we're revisiting the series that planted the seeds for his deep dive into hyperscale data centers, the communities they're affecting, and the future Silicon Valley is trying to build. This is episode 1 of Data Vampires, a special four-part series from Tech Won't Save Us.The show is hosted by Paris Marx. Original production on Data Vampires was by Eric Wickham. Current production is by Kyla Hewson. Support the show on Patreon.Also mentioned in this episode:Preorder Hyperscale to support Paris at hyperscalebook.com.Senior cloud consultant Dwayne Monroe and Associate Professor in Economics Cecilia Rikap were interviewed for this episode.If you missed it, check out Cecilia Rikap's latest chat with Paris here and grab her book The Rulers.Interviews with Jeff Bezos and The Oregonian journalist Mike Rogoway were cited.Support the show

On this special segment of The Full Ratchet, the following Investors are featured: Mark Peter Davis of Interplay Glenn Solomon of Notable Capital Vivek Vaidya of super{set} We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Carl Quintanilla and Jim Cramer led off the show with the M&A story of the day: Nvidia has agreed to acquire AI platform Hugging Face for nearly $13 billion. Hear what Nvidia CEO Jensen Huang told CNBC about the deal. Also on the AI front: Shares of Broadcom fell despite a Q3 beat, while Snowflake soared on better-than-expected quarterly results and upbeat guidance. The anchors also discussed diesel prices nearing a record high and gasoline prices continuing to rise as the U.S-Iran conflict intensifies. Also in focus: Meta rallies; Microsoft to begin disclosing Azure quarterly revenue; Salesforce shares erase their losses for the year; The debate over data centers with two months to go before the midterm elections.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

So what can numerics do for you? Carl and Richard talk to Jeffrey Sax about his work building Numerics.NET, a collection of general-purpose mathematical and statistical classes built for .NET. Jeffrey explains that numbers in a computer differ from real numbers in the world; for storage and computational efficiency, typical variable types in any programming language have limits on precision and size. How those variables are used can affect the outcome, with potentially disastrous consequences. Numerics.net provides exacting control of precision, as well as complex mathematical functions. It's far from free - but if you need it, you need it!

Whether quantum computers are around the corner or not, the message is clear: the time for post-quantum cryptography is coming fast. Carl and Richard talk to Michael Howard about Microsoft's efforts to make post-quantum cryptography available to everyone by 2029. Howard discusses the quantum computing and cryptography issue, specifically the ability of quantum computers to run Shor's algorithm quickly enough to break RSA encryption. While it isn't possible just yet, the harvest-and-decrypt-later concerns are real. And the solution is pretty straightforward- move to TLS 1.3, and be prepared for a wave of changing encryption algorithms as they roll out and are found wanting. A crazy time is coming soon!

While Microsoft pushes Copilot+ PCs, NVIDIA storms into the Windows ecosystem with AI-focused Spark machines and game-changing specs, igniting new rivalries with Apple and upending expectations for what local hardware can do. Plus, Atari revives 39 Activision classics for a price that will make retro fans blink, while the Sonos saga continues as it pivots to an open AI platform that might finally win back old loyalties. Finally, Paul's Markdown book will be released sometime in the next week. Windows The mystery of 26H2 is now less mysterious Last week: Week D came and went without a preview release, triggering speculation Microsoft issues Windows 11 version 26H2 to Release Preview, a first This means a September or October release to stable. Just guessing, but Preview Update in September, general Update in October is most likely Version numbers don't matter much anymore. There are no unique 26H2 features, just a few unique 26H2 presets - These include Point-in-time restore and Memory Integrity Protection being on by default Two 26H1 pre-release builds with little to speak of IFA 2026 is underway in Berlin Acer is first out of the gates with dozens of new PCs, including one based on the NVIDIA RTX Spark EU General Court confirms that Microsoft Edge is not a gatekeeper Visual Studio Code now has a full Markdown Editor experience Brave now offers free email aliases, and will have a premium option soon Firefox for iOS now has integrated ad blocking NVIDIA - $96.2 billion in revenues, up 106 percent YOY Dell - record $47 billion in revenues, but it's all from server/infrastructure HP - $15.7 billion in revenues, up 12.5 percent - $11.8 billion from PCs, vs. $15 billion for all Dell client products AI/dev Sony and Warner sue Anthropic for stealing their music Gemini Notebook gets first Expert Intelligence upgrade with integrated e-book support Sonos announces Sonos 27 OS with major AI functionality Microsoft moves WinUI development fully to GitHub ahead of open-sourcing it XBOX and gaming Call of Duty: Black Ops Cold War, more coming to Game Pass Every Activision title for the Atari 2600 is being reissued in cartridge form, but it's going to cost you Tips and picks Tip of the week: Markdown: A Field Guide for Writers App pick of the week: ImageGlass 10 RunAs Radio this week: Reimagining Intranets with Susan Hanley Brown liquor pick of the week: Macaloney's Cath-Nah-Aven 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 Sponsors: outsystems.com/twit threatlocker.com/twit helixsleep.com/windows

Check out our Patreon for a daily Lawrence Select™ Meme: https://www.patreon.com/insidegamesYTJoin the Inside Games notification Discord server for alerts when we publish new videos: http://discord.gg/ArvphbMPFJHosted by:Lawrence: http://twitch.tv/sirlarr | Bruce: http://twitch.tv/brucegreene Edited by: Shooklyn: https://linktr.ee/ShooklynSources --https://www.gamefile.news/p/gamers-sue-nintendo-over-tariff-refundshttps://www.gamefile.news/p/sony-and-microsoft-say-theyre-nothttps://www.scotusblog.com/2026/02/supreme-court-strikes-down-tariffs/https://www.cnbc.com/2025/05/01/microsoft-raises-prices-of-xbox-video-game-consoles-and-controllers.htmlhttps://arstechnica.com/gaming/2025/09/microsoft-raises-xbox-console-prices-for-the-second-time-this-year/https://blog.playstation.com/2025/08/20/playstation-5-price-changes-in-the-u-s/

Peter is a great example of someone who proves you can balance music and another career.  He is a serial entrepreneur who founded and sold companies doing such diverse things as weather forecasting for windsurfers, 3D molecular modeling, traffic signal control, photo capture software, and book publishing.  Since he loves the business of making products, he also happily consulted with many companies such as HP, Intel, Roche Pharmaceuticals, Nike, RainBird, Microsoft, and others.  And after selling one of his businesses, he ran research and development for a division of Steelcase, the world's largest office furniture company, for 13 years.  But he's also a musician –playing the string bass (and later the cello) throughout that career and improving his craft.  Today he's a professional bassist in the Atlanta metro area.  Finally, fifteen years ago, Peter was able to merge his love for business and music.  He started Aria Lights which manufactures professional music stand lights.  Today they are considered the gold-standard in symphony orchestras, on Broadway, in pits, and by freelancers throughout North America.  I was lucky enough to spend time with him at the International Double Reed Society conference at Miami University and decided that you needed to get to know him too!www.arialights.competerh@arialights.comwww.score.orgBook a free discovery call with me! We can spend an hour looking at your creative career. You deserve to thrive, and your artistry matters. https://calendly.com/jennet/thmMake sure you SUBSCRIBE to Crushing Classical, and maybe even leave a nice review! Thanks for joining me on Crushing Classical! Theme music by DreamVance.I help people to lean into their creative careers and start or grow their income streams. You can read more or hop onto a discovery call from my website.  https://jennetingle.com/work-with-meI'm your host, Jennet Ingle. I love you all. Stay safe out there! 

While Microsoft pushes Copilot+ PCs, NVIDIA storms into the Windows ecosystem with AI-focused Spark machines and game-changing specs, igniting new rivalries with Apple and upending expectations for what local hardware can do. Plus, Atari revives 39 Activision classics for a price that will make retro fans blink, while the Sonos saga continues as it pivots to an open AI platform that might finally win back old loyalties. Finally, Paul's Markdown book will be released sometime in the next week. Windows The mystery of 26H2 is now less mysterious Last week: Week D came and went without a preview release, triggering speculation Microsoft issues Windows 11 version 26H2 to Release Preview, a first This means a September or October release to stable. Just guessing, but Preview Update in September, general Update in October is most likely Version numbers don't matter much anymore. There are no unique 26H2 features, just a few unique 26H2 presets - These include Point-in-time restore and Memory Integrity Protection being on by default Two 26H1 pre-release builds with little to speak of IFA 2026 is underway in Berlin Acer is first out of the gates with dozens of new PCs, including one based on the NVIDIA RTX Spark EU General Court confirms that Microsoft Edge is not a gatekeeper Visual Studio Code now has a full Markdown Editor experience Brave now offers free email aliases, and will have a premium option soon Firefox for iOS now has integrated ad blocking NVIDIA - $96.2 billion in revenues, up 106 percent YOY Dell - record $47 billion in revenues, but it's all from server/infrastructure HP - $15.7 billion in revenues, up 12.5 percent - $11.8 billion from PCs, vs. $15 billion for all Dell client products AI/dev Sony and Warner sue Anthropic for stealing their music Gemini Notebook gets first Expert Intelligence upgrade with integrated e-book support Sonos announces Sonos 27 OS with major AI functionality Microsoft moves WinUI development fully to GitHub ahead of open-sourcing it XBOX and gaming Call of Duty: Black Ops Cold War, more coming to Game Pass Every Activision title for the Atari 2600 is being reissued in cartridge form, but it's going to cost you Tips and picks Tip of the week: Markdown: A Field Guide for Writers App pick of the week: ImageGlass 10 RunAs Radio this week: Reimagining Intranets with Susan Hanley Brown liquor pick of the week: Macaloney's Cath-Nah-Aven 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 Sponsors: outsystems.com/twit threatlocker.com/twit helixsleep.com/windows

Apple's new CEO John Ternus joins X, we preview what to expect at iPhone 18 event, Anker debuts MindBase AI smart home video with Matter 1.5, Trump Admin sides with OpenAI vs NYT, and beware scam apps.Support the ShowMember Promo Code: IWANTCHAPTERS (Click the link above and the $2.50 promo will be auto applied!)Relay for St. JudeJoin us in supporting St. Jude Children's Research Hospital through Relay.fm for St. Jude 2026!Donate HereOur AppsElement Photo AppKan Do Task AppStash AppContextly NotesOur LinksSecure Message @stephenrobles.13 on SignalTop Five Tech | Stephen's PodcastCreative Effort | Jason's PodcastWatch on YouTube!Show Notes via EmailEmail Us: podcast@primarytech.fm@stephenrobles on Threads@jasonaten on ThreadsLinks from the showChatGPT Conversation ShortcutDyson CameraJet™ electric toothbrush This is the future of Apple Vision Pro - YouTubeRed Sox, Yankees get first Apple Vision Pro broadcastApple's Phil Schiller Steps Down from Running App Store and Product Events - BloombergNew Apple CEO John Ternus now has his own X account - 9to5Mac (11:39)X profile for John TernusThreads, Meta's X Competitor, Hits 500 Million Monthly Users - ForbesShortcuts Share Image - Threads post from Stephen RoblesApple response to OpenAI | DocumentCloudPhilips Hue adds more affordable options for syncing smart lights with your TV | The VergeHands-on with Philips Hue's new Liane 360° Rope Lights | The VergeAnker Unveils MindBase With Matter 1.5 and HomeKit Secure Video Support - Homekit News and ReviewsAqara Debuts Five Matter Smart Lights With Apple Home Support - MacRumorsBelkin introduces its first longer-lasting semi-solid-state power banks | The VergeI tried Sonos Ace Ultra, and it does something your Bluetooth headphones can't | Tom's GuideSonos is ready to steal back the soundbar crown with the new Beam Ultra | Tom's GuideHow to Use Sonos Portable Speakers as Surround Sound for Home Theater - Sonos BlogNvidia is buying Hugging Face for almost $13 billion | The VergeAnthropic upgrades Claude with new Fable 5.1 model, details here - 9to5MacTrump Administration Sides With OpenAI in New York Times Copyright Lawsuit | WIREDResearchers fear safety disaster ahead of OpenAI's Astra release | The VergeiPhone 18 Pro pre-orders could kick off slightly later than usual - 9to5MacThreads post from @caffeineandcab about the sketchy app Valid (00:00) - Intro (05:30) - Dyson Smart Toothbrush (08:37) - MLB In Immersive (11:37) - Ternus is CEO (23:12) - OpenAI vs Apple (24:55) - Smart Home at IFA (38:05) - Not Really Sponsors (44:25) - New Sonos Gear (49:01) - NVIDIA Buys Hugging Face (50:51) - Fable 5.1 (54:38) - OpenAI and "Fair Use" (01:06:23) - iPhone Event Preview (01:15:57) - Scammy Apps ★ Support this podcast ★

While Microsoft pushes Copilot+ PCs, NVIDIA storms into the Windows ecosystem with AI-focused Spark machines and game-changing specs, igniting new rivalries with Apple and upending expectations for what local hardware can do. Plus, Atari revives 39 Activision classics for a price that will make retro fans blink, while the Sonos saga continues as it pivots to an open AI platform that might finally win back old loyalties. Finally, Paul's Markdown book will be released sometime in the next week. Windows The mystery of 26H2 is now less mysterious Last week: Week D came and went without a preview release, triggering speculation Microsoft issues Windows 11 version 26H2 to Release Preview, a first This means a September or October release to stable. Just guessing, but Preview Update in September, general Update in October is most likely Version numbers don't matter much anymore. There are no unique 26H2 features, just a few unique 26H2 presets - These include Point-in-time restore and Memory Integrity Protection being on by default Two 26H1 pre-release builds with little to speak of IFA 2026 is underway in Berlin Acer is first out of the gates with dozens of new PCs, including one based on the NVIDIA RTX Spark EU General Court confirms that Microsoft Edge is not a gatekeeper Visual Studio Code now has a full Markdown Editor experience Brave now offers free email aliases, and will have a premium option soon Firefox for iOS now has integrated ad blocking NVIDIA - $96.2 billion in revenues, up 106 percent YOY Dell - record $47 billion in revenues, but it's all from server/infrastructure HP - $15.7 billion in revenues, up 12.5 percent - $11.8 billion from PCs, vs. $15 billion for all Dell client products AI/dev Sony and Warner sue Anthropic for stealing their music Gemini Notebook gets first Expert Intelligence upgrade with integrated e-book support Sonos announces Sonos 27 OS with major AI functionality Microsoft moves WinUI development fully to GitHub ahead of open-sourcing it XBOX and gaming Call of Duty: Black Ops Cold War, more coming to Game Pass Every Activision title for the Atari 2600 is being reissued in cartridge form, but it's going to cost you Tips and picks Tip of the week: Markdown: A Field Guide for Writers App pick of the week: ImageGlass 10 RunAs Radio this week: Reimagining Intranets with Susan Hanley Brown liquor pick of the week: Macaloney's Cath-Nah-Aven 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 Sponsors: outsystems.com/twit threatlocker.com/twit helixsleep.com/windows

Kelly McGinnis has worked across technology and consumer PR, most recently as chief communications officer at Levi Strauss & Co. Now, she's teaching students about having a seat at the table in a graduate course at the University of San Francisco. On the agenda for this week's episode: Why she's inviting current and former top communications executives to interact with students on the topic of problem-solving. What most people don't realize about the San Francisco PR market. The work that inspires her. Her away-from-work life as an amateur equestrian. PRWeek reporter Jeremy Sodergren discusses the top PR and communications news of the week, including: His upcoming feature about Microsoft chief communications officer Frank Shaw. New comms executive appointments at Stellantis and Airbnb. Chipotle's influencer push. Campaigns and brands at the US Open. 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.

While Microsoft pushes Copilot+ PCs, NVIDIA storms into the Windows ecosystem with AI-focused Spark machines and game-changing specs, igniting new rivalries with Apple and upending expectations for what local hardware can do. Plus, Atari revives 39 Activision classics for a price that will make retro fans blink, while the Sonos saga continues as it pivots to an open AI platform that might finally win back old loyalties. Finally, Paul's Markdown book will be released sometime in the next week. Windows The mystery of 26H2 is now less mysterious Last week: Week D came and went without a preview release, triggering speculation Microsoft issues Windows 11 version 26H2 to Release Preview, a first This means a September or October release to stable. Just guessing, but Preview Update in September, general Update in October is most likely Version numbers don't matter much anymore. There are no unique 26H2 features, just a few unique 26H2 presets - These include Point-in-time restore and Memory Integrity Protection being on by default Two 26H1 pre-release builds with little to speak of IFA 2026 is underway in Berlin Acer is first out of the gates with dozens of new PCs, including one based on the NVIDIA RTX Spark EU General Court confirms that Microsoft Edge is not a gatekeeper Visual Studio Code now has a full Markdown Editor experience Brave now offers free email aliases, and will have a premium option soon Firefox for iOS now has integrated ad blocking NVIDIA - $96.2 billion in revenues, up 106 percent YOY Dell - record $47 billion in revenues, but it's all from server/infrastructure HP - $15.7 billion in revenues, up 12.5 percent - $11.8 billion from PCs, vs. $15 billion for all Dell client products AI/dev Sony and Warner sue Anthropic for stealing their music Gemini Notebook gets first Expert Intelligence upgrade with integrated e-book support Sonos announces Sonos 27 OS with major AI functionality Microsoft moves WinUI development fully to GitHub ahead of open-sourcing it XBOX and gaming Call of Duty: Black Ops Cold War, more coming to Game Pass Every Activision title for the Atari 2600 is being reissued in cartridge form, but it's going to cost you Tips and picks Tip of the week: Markdown: A Field Guide for Writers App pick of the week: ImageGlass 10 RunAs Radio this week: Reimagining Intranets with Susan Hanley Brown liquor pick of the week: Macaloney's Cath-Nah-Aven 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 Sponsors: outsystems.com/twit threatlocker.com/twit helixsleep.com/windows

Accusations of foreign interference have been making headlines this week.Elon Musk's X alleges that China has been stirring up a backlash against American data centres. Israel and Russia have denied allegations from Spain's prime minister that they're partly to blame for the migrant crisis in Ceuta.And Germany has accused Russia of being behind a spate of drone attacks at a German airport. Vladimir Putin has dismissed those claims and accused Germany of a ‘false flag' operation.We speak to the BBC's social media investigations correspondent, Marianna Spring, to examine the evidence – and ask whether foreign interference is really to blame in every case, or if it is just a convenient scapegoat. Producers: Sam Chantarasak and Lucy Pawle Digital producer: Charlie FirthMix: Travis Evans Editor: James ShieldSenior news editor: China CollinsPhoto: A drone view shows construction underway on Microsoft's ATL11 data center in Union City, Georgia, US. Credit: Brian Snyder/Reuters.

Tech giants like Google and Microsoft have been competing for years to get their devices, software and AI into public schools, even offering free training programs for teachers and students. These brands are helping shape what and how children learn. NYT reporter Natasha Singer says, “Some teachers are using AI to generate their lesson plans and assignments and their quizzes, and then kids are using AI to do them and then teachers are using AI to grade them. So we just have bots talking to bots. Is that what we want education to look like?”Singer is the author of Coding Kids: Big Tech's Battle to Remake Public Schools. She spoke with Terry Gross. Subscribe to our free weekly newsletter Follow us on Instagram Subscribe to our YouTube channel Check out the Fresh Air ArchivesSee pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

Welcome to Dev Game Club, where this week we revisit our 2017 series on 1999's Legacy of Kain: Soul Reaver. We're interviewing Riley Cooper, a former colleague of Tim's who had a long career at Crystal Dynamics and worked on the title in level design and combat design roles. Dev Game Club looks at classic video games and plays through them over several episodes, providing commentary. Podcast breakdown: 1:01 Interview 1:07:10 Break 1:07:40 Outro Issues covered: the Universe coming together, getting in, making terrain layers in Photoshop, moving to the next thing, working on the combat, the parts that had to be there, incorporating lateral movement for combat, applying fighting game discipline, not inventing from whole cloth, rebuilding a camera system, design as open source, defensive patents, jamming so much into levels, spectral morphing and lack of follow-ups, blind ambition coming from Amy Hennig, being two weeks from ship for one to two years, time to market vs time to quality, people simply not knowing, jumping between genres, the victory of European labor laws, knowing how to build what you're building, a vacuum of upper management, being able to just make the game, the tension between business and creation, wanting to design without interference, execs who want to play with the toys, "problems down solutions up," wanting appropriate ownership at every level, getting the same letter at the end of two different projects, the feeling at the start vs the feeling in the middle, thoughtful refactoring, starting from the right constraints, locking yourself in a room with a design problem to find the solution, gameplay goes at the speed of thumbs, a sports game that's a video game first, good places to be from. Games, people, and influences mentioned or discussed: Lord of the Rings, LucasArts, Solar Eclipse, Legacy of Kain (series), Tomb Raider (series), EA, Need for Speed (series), Sony, Atari 2600, Dave Morse, 3D0, Saturn, Noah Hughes, Amy Hennig, Silicon Knights, Denis Dyack, Seth Carus, Street Fighter 2, Super Mario 64, Jim Conrad, Andrew Hynek, Roberta Williams, Daniel Chayer-Bison, Pete Lake, Microsoft, X-COM, Fallout, Populous, Sean Vesce, Richard Lemarchand, Naughty Dog, Uncharted, Hitman, Hakan Almer, Kirk Hamilton, Aaron Evers, Mark Garcia. Next time: TBA! Twitch: timlongojr and twinsunscorp YouTube Discord DevGameClub@gmail.com 

How can constraints make software development assistants more efficient? Carl and Richard talk to Don Demcsak about his work on getting LLMs to build higher-quality software with fewer resources. Don talks about how domain-driven language techniques help to define and constrain language around a given application problem space, but that largely hasn't been applied to coding agents so far. And as powerful as domain-driven is, it has challenges when it comes to building applications - and, more importantly, testing them. That's where behavior-driven approaches have advantages, which can also be applied to agents. Applying techniques of the past to tools of the future can accelerate development even further!

Whoa, Shuhei!  We’ve got a lot to talk about.  Stack it up and feel the power of a fearsome foursome!  Join Tricky, Matt, Alex and Jeff as they discuss, among other things, Assassin’s Creed Brotherhood, Teenage Mutant Ninja Turtles: Splintered Fate, Buckshot Roulette, Mass Effect 2, and The Witcher 4.  What’s more, we broach Microsoft’s disc-to-digital technology, and we delve into Netflix’s Grand Theft Auto 6 preview.  And if you think that’s all, then you’ve got another thing coming!  Have you all heard about GTA VI?  Yes, with all the news surrounding GTA VI, we have plenty of takes for an entire show.  From Cyberleek to microtransactions, the Internet is buzzing as we lead up to the release of Rockstar’s biggest — ever — game.  We don’t think that’s hyperbole.  Grab a seat, or stand if you want, as we break down all of the latest news! As usual, the news is full of surprises.  We hit the high notes, and we hit the low notes, but we’ll always bring the banter.  What are you waiting for? Dive in! As always, the opinions fly fast and heavy! Look out for this super-sized show, as the seemingly smallest conversation veers off into a multiverse of chit-chat. Sounds cool, huh? That’s the fancy way of saying “derailment.” And there’s plenty of that to go around! Let’s dance, Heroes of the XMB! In a bit of big news that would make the Teenage Mutant Ninja Turtles proud, iHeartRadio, Pandora and Spotify host episodes of Trophy Whores. It's a tremendous honor for the show to be part of three massive and respected entertainment communities, and Proven Gamer have only the fans to thank for pushing the podcast to soaring heights. The Trophy Whores work hard to put out a quality weekly show, but they owe so much love to their listeners, who keep the show strong and growing. If you want to support the show via Patreon, then check out our page, which shares the tiers for all of our Patrons! We appreciate your support (and your ears)! Please subscribe to the Trophy Whores feed in iTunes, Google Play, TuneIn, IHeartRadio, Stitcher, or RSS and please leave a review. We won't give you cookies, but it will help us make the show better. You can find us on Twitter: @TrophyWhores and @ProvenGamer You can also email us at TrophyWhores. If you wish, you can always download the show here – Trophy Whores 729 – Jeff’s Grand Emulation Knowledge

Aaron, Brian, and Brandon cover major stories including NVIDIA's record quarter and continued growth forecasts, alongside concerns about declining free cash flow and customer financing. They discuss NVIDIA's reported $12.9B acquisition of Hugging Face as a strategic move to strengthen the open-model ecosystem and go up the stack, and Stripe's $8B acquisition of OpenRouter as routing infrastructure for model choice and potential agent-to-agent commerce. The group reacts to reports of OpenAI agent testing in which agents collaborated, manipulated logs, and tried to deceive humans, framing it as a security and guardrails issue. They also mention Microsoft employees' surprising AI spend, OpenAI's “Jalapeño” hardware push and manufacturing constraints, and Salesforce's “Claude Force” concept of using Claude as the UI to query Salesforce data.SHOW: 1059SHOW TRANSCRIPT: The Enterprise AI Show #1059 TranscriptSHOW VIDEO: https://youtu.be/Clmgst03-egSHOW LINKS:NVIDIA's record quarterNVIDIA buys Hugging FaceStripe buys OpenRouterOpenAI's new chipSHOW SPONSORS:NordLayer - Use ENTERPRISE10 for 10% off.Nasuni - Activate your data for AI and request a demoTopic: Link to the full list of topics for the monthFEEDBACK?Email: show @ the enterprise ai show dot comBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

La fiebre de la inteligencia artificial ha venido acompañada de un frenesí en la construcción de centros de datos, grandes naves en las que se almacenan los servidores que permiten a esta tecnología funcionar. La infraestructura necesita suelo, suministro eléctrico y agua para refrigerar las máquinas. Las grandes tecnológicas como Amazon, Google, Meta, Microsoft y Oracle han comprometido 750.000 millones de dólares en proyectos por todo el mundo. El gasto en centros de datos de aquí a 2030 rondará los 3 billones de dólares. La capacidad de cómputo estadounidense pasaría de este modo de algo menos de 12 gigavatios a cinco veces esa cifra a finales de esta década. Contra ese despliegue se ha levantado la opinión pública en Estados Unidos con una insólita unanimidad. Según los sondeos más recientes el 71% de los estadounidenses se opone a que se construya uno en su municipio frente al 53% que dice lo mismo de una central nuclear. Lo llamativo es que quienes solo han oído hablar de estas instalaciones, pero nunca han visto una, se oponen en la misma proporción que quienes viven a menos de 10 kilómetros de una de ellas. Esto desarma por completo la explicación habitual. No se trata de un caso tradicional de NIMBY, acrónimo de “no en mi patio trasero”, sino de un juicio moral sobre la tecnología que albergan estos complejos en el que participa gente que jamás verá uno de cerca. La política ha traducido el estado de ánimo a velocidad admirable. Bernie Sanders ha pedido una moratoria nacional y, como las elecciones de medio mandato están cerca, los candidatos a la Cámara de Representantes y al Senado se han apresurado a incluir este tema dentro de sus promesas de campaña. Los que ya son senadores y los gobernadores estatales piden restricciones y auditorias sin importar que pertenezcan al partido Demócrata o al Republicano. En la calle el 75% de los demócratas y el 66% de los republicanos rechazan tener uno cerca de casa, así que el asunto parte a los dos partidos por la mitad. Buena parte de esta batalla se libra contra un fantasma. El mercado está saturado de anuncios de futuros centros de datos que nunca pasarán del comunicado de prensa. Sólo en Pensilvania menos del 20% de los más de 100 proyectos anunciados han iniciado los trámites. El agravio se ha sabido instrumentalizar muy bien y el debate viene de partida contaminado con datos falsos o adulterados. El centro de datos promedio consume al año la misma cantidad de agua de dos campos de golf. Una turbina de gas emite un 90% menos de partículas finas que una acería. El suelo, por lo demás, es muy abundante en Estados Unidos. El cuello de botella real está en la red eléctrica. Las solicitudes de conexión pendientes suman 1 teravatio y solo Texas ha recibido peticiones por 474 gigavatios cuando su capacidad punta no pasa de 90. Es necesario antes instalar mucha capacidad nueva de generación, algo que llevará tiempo. Entretanto Europa ha visto la oportunidad y en algunos países la quieren aprovechar ofreciendo suelo barato, mucha energía renovable y una excelente red de fibra óptica. La opinión pública europea aún no se ha puesto mayoritariamente en contra de los centros de datos, pero el problema de fondo es el mismo que el de Estados Unidos: falta capacidad eléctrica y esa no se amplia ni fácil ni rápidamente. En La ContraRéplica: 0:00 Introducción 4:00 El pánico de los centros de datos 38:19 Lindsay Clancy y la psicopatía 46:22 Ucrania y los ataques a civiles · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #datacenter #ia Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

This week on the 5BytesPodcast, we cover claims that a staggering 284 million records were stolen in a cyberattack on healthcare giant McKesson, while Meta's ambitious plans to reshape its workforce around AI reportedly ran into trouble. We also discuss Meta testing robots inside its data centres, critical ServiceNow vulnerabilities, a new PowerShell-based attack technique, Microsoft's latest Windows headaches, Tim Cook stepping down as Apple CEO, and much more. Reference Links: https://www.rorymon.com/blog/metas-ai-overhaul-stumbles-284-million-patient-records-allegedly-stolen/

Climate action requires more than technology, policy, and capital. It also requires communication. In this special curated episode of Climate Rising, we revisit three past conversations to explore how companies communicate about climate change to different audiences. The episode features excerpts from Mike Toffel's conversations with leaders of New Belgium Brewing, Allbirds, and Microsoft that illustrate distinct approaches to climate storytelling. New Belgium used products and campaigns to engage consumers directly. Allbirds embedded sustainability into product design and customer experience. Microsoft focused internally, translating climate ambition into governance structures and decision-making processes. Taken together, these leaders highlight how climate communication can influence customers, employees, policymakers, and business leaders—and why storytelling remains an essential part of accelerating climate action.

Amy Rose (CTO of the Overture Maps Foundation) joins the podcast to explore the structural differences between open-source software and open data. Amy breaks down how Overture—founded by AWS, Meta, Microsoft, and TomTom—builds interoperable global map layers, resolves complex entity definitions across disparate datasets, and why modern agentic AI workflows require record-level metadata rather than dataset-level summaries.

How do you preserve physical video games in a world increasingly designed around downloads? How much would you pay for a really good keyboard? And what exactly happens when you sort the Nintendo Switch store from cheapest to most expensive? Those questions—and several much stranger ones—come up on AwesomeCast 794 with Sorg, Katie Dudas, and Dave Podnar. Xbox Finds a New Use for the Game Disc One of the episode's biggest discussions centers on Microsoft's Xbox Discs to Digital initiative. The concept offers an interesting middle ground between physical and digital ownership. A supported Xbox disc can be authenticated and connected to a player's digital library, potentially giving players digital access while the disc itself continues to function as the transferable proof of ownership. That last part is important. If the disc is sold and authenticated by somebody else, the digital access moves with it. For Sorg, who has stacks of Xbox One games and a console with a failed optical drive, this could solve a very practical problem. It also opens possibilities for finding inexpensive used Xbox games at stores such as GameStop and turning them into accessible digital titles. There are still questions surrounding Xbox 360 compatibility, licensing, sports games, delisted games and publisher participation, but it is a fascinating attempt to bridge two very different eras of game ownership. https://news.xbox.com/en-us/2026/08/26/your-discs-now-also-digital/?ocid=Platform_soc_omc_xbo_fb_Photo_lrn_8.26.2 Gamers Say They Want Physical Games. Are They Buying Them? That question carries directly into this week's ChachiSays Video Game Minute. Chachi points to figures showing U.S. spending on physical video games falling to levels not seen since physical-game statistics began being tracked in 1995. Nintendo represented a sizable portion of the remaining physical market. The contradiction is hard to ignore: gamers regularly criticize publishers for abandoning physical media, but those products need enough buyers to justify continuing to manufacture and distribute them. https://www.tomshardware.com/video-games/console-gaming/us-console-sales-fall-39-percent-in-july-as-memory-costs-push-average-price-to-542 Generative AI Comes to Gamescom Chachi also discusses reports of generative AI being used during development of multiple titles connected to Gamescom 2026. The larger concern is not simply whether AI tools exist inside game development. The segment focuses on how companies disclose that use, what work the systems replace, and whether developers are being transparent with their audiences. Project Zeta, Aion 2, Train Sim World 7, Crimson Desert and Crazy Taxi: World Tour are among the games brought up during the discussion. https://kotaku.com/opening-night-live-2026-genai-slop-games-geoff-keighley-2000728477 Roku City Quietly Remembers Three Entertainment Icons Katie highlights a much more thoughtful use of technology: the little visual Easter eggs hidden inside Roku City. The screensaver incorporated imagery referencing Dolly Parton and Tim Curry along with an Optimus Prime-inspired tribute to Peter Cullen. That leads the crew into memories of Cullen's massive voice-acting career and the strange experience of realizing, years later, just how many familiar childhood characters were voiced by the same small group of performers. https://www.instagram.com/p/DcrPR8alYG3/?img_index=1 From Hubble to the Nancy Grace Roman Space Telescope Dave's Awesome History segment turns toward NASA and astronomer Nancy Grace Roman. Roman played an important role in pushing space-based astronomy forward, helping lay the groundwork for what ultimately became the Hubble Space Telescope. The telescope carrying her name represents another enormous leap in what astronomers can observe. The hosts discuss its much wider field of view, the search for exoplanets, dark matter and dark energy, as well as the unusual orbital environments used by major observatories. https://www.planetary.org/articles/the-nancy-grace-roman-space-telescope-launch It's Already LEGO Advent Calendar Season Katie has an annual public-service announcement: if you want a particular Advent Calendar, buy it when you see it. LEGO's 2026 calendars are already appearing, including traditional Christmas offerings alongside Star Wars, Marvel and Disney sets. Waiting until December is how you end up frantically checking every store in town for the one calendar somebody decided they absolutely had to have. https://www.lego.com/en-us/search?q=advent%20calendar%202026&suggestion=true The $100,000 Keyboard Dave then discovers a corner of technology that makes even premium mechanical keyboards look inexpensive. A social video begins with keyboards priced in the hundreds of dollars, moves into models costing thousands, and eventually reaches one sitting around the $100,000 mark. At that point, calling something a “computer accessory” may no longer adequately explain what is happening. https://www.facebook.com/reel/1593262308558803 Brütal Legend Honors Tim Curry for 666 Minutes Double Fine found an extremely appropriate way to honor Tim Curry by making Brütal Legend free for 666 minutes. The Xbox 360-era heavy-metal adventure stars Jack Black and features Curry among its memorable cast. Sorg recently returned to the game and found that, despite showing its age in places, it remains surprisingly enjoyable. https://www.ign.com/articles/double-fine-productions-makes-brutal-legend-free-for-666-minutes-to-honor-tim-curry?link_source=ta_first_comment&taid=6a905803b9a113000189638d&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=facebook Donkey Kong Country: CGI From Another Time Speaking of things that have aged differently, Sorg rediscovers the computer-animated Donkey Kong Country television series from the late 1990s. The show provides an incredible time capsule of early television CGI: stiff animation, questionable lip synchronization and character models that can occasionally drift into nightmare territory. And yet there is something fascinating about seeing what creators were able to accomplish with 1990s rendering technology. https://www.youtube.com/watch?v=WWpI4vahfIY Sort the Nintendo eShop From Cheap to Expensive. You Have Been Warned. There is another kind of digital archaeology available right now. Go to the Nintendo Switch store. Sort everything from lowest price to highest. Start scrolling. The result is a journey through inexpensive retro games, indie releases, zombie games, cat games, simulators, dating games, suspiciously AI-looking artwork and enough shovelware to keep the AwesomeCast crew entertained far longer than expected. There are legitimate bargains hiding in the pile—but finding them is part of the adventure. https://www.nintendo.com/us/store/sales-and-deals/#show=0&p=1&sort=pa&f=priceRangeFilter&priceRangeFilter=%240+-+%244.99 Commodore 64 Meets Cyberpunk The episode's final major retro-tech rabbit hole comes courtesy of a Cyberpunk-themed Commodore 64. The unusual crossover sends Katie and Dave back into memories of the original beige Commodore machines, while Dave recalls using GEOS for word processing and schoolwork long before the modern Windows experience became standard. https://commodore.net/store/commodore64/ Plus: Giant Medals, Slow USB-C Cables and Video Game Wrestling Dave also shows off the giant magnetic medals earned through the Pro Football Hall of Fame virtual race series. https://runsignup.com/Race/OH/Canton/HOFRaceSeries Katie introduces what may become a recurring feature, “What Is Katie Labeling Now?”, after discovering one of her USB-C cables was charging her laptop dramatically slower than the others. And before any of that, the crew revisits Sorgstock and its real-life video game wrestling match, where the performers recreated all of the awkward movement, button mashing, missed attacks and controller confusion of playing a wrestling game when nobody remembers the controls. From the future of game ownership to 1980s computers and $100,000 keyboards, AwesomeCast 794 once again proves there is always something wonderfully strange happening in technology.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über historische Abschiede, SpaceX-Druck für Siemens Energy und die Zinsgewinner des Anleihenschocks. Außerdem geht es um DHL Group, Apple, Shein, Inditex, Microsoft, Halliburton, Valero Energy, PG&E, Edison International, Nvidia, MediaTek, Aon, KKR, Eli Lilly, Hyperliquid Treasury, Siemens Energy, Nordex, Sto, OHB, Vonovia, Aroundtown, TAG Immobilien, LEG Immobilien, Amazon, BMW, UBTECH Robotics, Zeekr (Geely Automobile Holdings Limited), Unitree Robotics, Renesas Electronics, NXP Semiconductors, Analog Devices, MinebeaMitsumi, Regal Rexnord, TE Connectivity, Amphenol, Walmart, Daifuku, Jabil, Toyota, BYD, Xiaomi, Xpeng, Tesla, Siemens, Schneider Electric, JPMorgan Chase, Crédit Agricole, Grenke und Volkswagen. Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Ihr wollt dabei sein? Wir verlosen Tickets: Schreibt uns eine Mail an AAA@WELT.de und begründet, warum ihr unbedingt gewinnen solltet. Falls ihr euer Glück nicht dem Zufall überlassen wollt, bekommt ihr mit dem Code „AAAFRIENDS“ satte 50 Prozent Rabatt aufs Ticket – aber nur über diesen Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In the AI revolution, one of the critical constraints is how much additional electricity can be made available to power new data centers. And it is often argued that one of the key constraints on the growth of electricity supply is capacity in the equipment supply industry. The rate at which electricity supply can grow is determined in part by how fast the equipment industry can supply new turbines, transformers, switchgear and circuit breakers.In this episode Roger Martella, Chief Corporate Officer and Chief Sustainability Officer at GE Vernova, one of the world's largest suppliers of electrical equipment, joins the show to explain how the company is meeting the challenge of soaring demand. Roger talks to host Ed Crooks and regular contributor Melissa Lott, Partner for Energy at Microsoft, about his route from industrial Pennsylvania to the leadership team at GE, via the Environmental Protection Agency. And he explains why, when the old conglomerate GE broke up, he chose to go with the energy business. The company is driven by a sense of purpose, he says: bringing electricity to the world both raises living standards and supports decarbonization.Electricity demand growth created by new data centers for AI is one driver for GE Vernova's rapidly growing order book, but not the only one. The company is also responding to other sources of growing demand around the world, including the need to strengthen energy security in Europe and to support economic growth and development in emerging Asia.In the US, GE Vernova has announced $1.3 billion in investment and 1,800 new manufacturing jobs, to support expanded production of switchgear, circuit breakers and turbines. It plans to increase its turbine manufacturing capacity from 18 gigawatts a year to 30 gigawatts a year by 2030.Roger rejects the idea that equipment supplies are the main bottleneck restricting electricity supply growth. Other issues, including permitting and grid interconnections, are more fundamental difficulties for project developers. If anyone has built a turbine stand, but doesn't have a turbine to out on it, he says, he will find a turbine. Ed raises the issue of the industry's cyclicality. The gas turbine market has been through boom and bust in the past, and the uncertainty over the future of AI naturally raises the question of whether we are in another bubble today. Roger's answer is that the company is looking at the range of needs that are driving electrification, not making a bet solely on AI.As its production increases, GE Vernova needs to hire more workers. Roger, Ed and Melissa discuss the familiar consensus around skilled trades. Just about everyone agrees that America and other countries need more electricians, plumbers and welders to deloiver the build-out of infrastructure. But skills shortages persist. So what are the solutions that would actually increase the workforce in these sectors to meet demand? Are pay, job security, training and the status of industrial work being addressed in the right ways?One of the more exciting technologies for meeting electricity demand in the 2030s and beyond is the new generation of nuclear plants using small modular reactors (SMRs). GE Vernova has a new nuclear plant using SMRs under construction at Darlington in Ontario, and is targeting commercial operation by 2030. Ed pushes on the key question: can SMRs move from a promising concept to a repeatable, cost-competitive business? Roger says the first project has to be a proof point. The nuclear business cannot be run as a hobby, he says. The lessons from the first-of-a-kind Darlington plant must be used to drive down costs for subsequent units.The discussion also covers High-Voltage Direct Current (HVDC) transmission and cutting-edge technologies for grid management, including uses for drones and AI. Roger ends with a message to policymakers: the missing ingredient is policy durability. If the industry is to invest enough to meet long-term needs, it has to have policy frameworks that survive political cycles, court challenges and changes of administration.This episode of Energy Gang is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Industrial Talk is onsite at PowerGen and talking to Ted Pardee, CRO at Kognitiv Spark about "Augmented Reality hands-free connected worker solution". Ted Pardee from Kognitiv Spark discussed augmented reality's role in power generation at PowerGen in San Antonio. He highlighted the technology's potential to enhance efficiency and problem-solving by enabling remote expert guidance through headsets. Pardee emphasized the importance of leveraging AI and AR to address the skilled labor shortage and the "gray tsunami" of retiring experts. He noted that while Microsoft exited the AR headset market, numerous manufacturers now offer durable, intrinsically safe devices. Pardee also mentioned the integration of AR with existing systems and the development of disconnected worker solutions for low-bandwidth areas. Outline Introduction and Welcome to Industrial Talk Scott introduces the episode of Industrial Talk, sponsored by the Propane Education and Research Council, highlighting their commitment to safety training and innovative propane-powered technology.Scott praises industry professionals for their bravery, innovation, and problem-solving skills, celebrating them as heroes.The podcast is broadcasting from PowerGen in San Antonio, Texas, where industry professionals gather to discuss solutions for power generation. Introduction of Ted Pardee and Kognitiv Spark Scott introduces Ted Pardee, the guest, and his company, Kognitiv Spark, which focuses on augmented reality technology.Ted Pardee shares his first impression of PowerGen, describing it as an incredible conference with a large number of vendors and attendees.Ted emphasizes the importance of presenting new technologies to make businesses more efficient and solve problems.Ted provides a brief background on his career, highlighting his experience in the software business for over 30 years, including selling enterprise asset management software in the 1990s. Evolution of Technology and Augmented Reality Ted discusses the evolution of technology from mainframe to client-server to the web, and now to the mobile world.He explains how augmented reality technology, combined with AI, will revolutionize business operations by providing workers with headsets that connect them with experts remotely.Ted provides examples of how augmented reality can be used in various industries, including power generation and medical fields.He shares a personal anecdote about using MapQuest in the past, contrasting it with the current reliance on mobile devices. Application of Augmented Reality in Power Generation Ted describes how augmented reality headsets can help experts remotely assist workers in solving problems, especially in remote locations.He explains how the technology can be used in asset management, allowing experts to guide workers through repairs using Teams calls or Kognitiv Spark's remote assistance software.Ted highlights the importance of leveraging technology to protect workers and improve efficiency in industries like oil and gas, chemical plants, and manufacturing.He emphasizes that the technology is still in its early stages but has the potential to revolutionize how work is done in various industries. Durability and Market of Augmented Reality Headsets Ted compares the durability of augmented reality headsets to cell phones, suggesting that if a headset breaks, it can be easily replaced, similar to replacing a broken phone.He explains that the focus should be on the software that runs on the headsets, as the hardware can be replaced.Ted discusses the market for augmented reality headsets, mentioning that there are now many manufacturers, including Microsoft, which has exited the market.He predicts that in the future, there will be a variety of headsets available, each suited to different use cases and industries. Use Cases and Integration with Existing Systems Ted provides a use case for augmented reality in power generation, explaining how it can help ERCOT assess and solve problems quickly during extreme weather conditions.He discusses the integration of augmented reality with existing asset performance management systems, allowing workers to access real-time data and expert guidance.Ted explains how Kognitiv Spark's software has open APIs, making it easy to integrate with other systems and enhance existing solutions.He highlights the potential for augmented reality to improve maintenance efficiency and reduce downtime in various industries. Addressing Skilled Labor Shortage and Knowledge Transfer Ted addresses the issue of the skilled labor shortage and the "gray tsunami," where experienced workers are retiring, leaving a gap in expertise.He explains how augmented reality can help maximize the expertise of experienced workers by allowing them to remotely assist younger workers.Ted provides examples of how companies are using augmented reality to reduce travel for experts and improve efficiency in their operations.He emphasizes the importance of leveraging technology to bridge the gap between experienced workers and the next generation of professionals. Conclusion and Contact Information Ted shares his contact information, encouraging listeners to reach out to him on LinkedIn or through Kognitiv Spark's website.Scott thanks Ted for the conversation and highlights the importance of the work being done by Kognitiv Spark in advancing augmented reality technology.The podcast concludes with a reminder to listeners to visit the Industrial Talk website for more information and to connect with Ted Pardee.Scott reiterates the importance of storytelling and marketing for industry professionals to inspire the next generation and ensure the success of their companies. If interested in being on the Industrial Talk show, simply contact us and let's have a quick conversation. Finally, get your exclusive free access to the Industrial Academy and a series on “Why You Need To Podcast” for Greater Success in 2026. All links designed for keeping you current in this rapidly changing Industrial Market. Learn! Grow! Enjoy! TED PARDEE'S CONTACT INFORMATION: Personal LinkedIn: https://www.linkedin.com/in/tedpardee/ Company LinkedIn: https://www.linkedin.com/company/kognitivspark/ Company Website: https://www.kognitivspark.com/ PODCAST VIDEO: https://youtu.be/ii7K4JZY_-k THE STRATEGIC REASON "WHY YOU NEED TO PODCAST": OTHER GREAT INDUSTRIAL RESOURCES: NEOM:

Who will win the AI race in 2026?

Topics covered in this episode: OpenAI's Python SDK has migrated to HTTPX2 TMOG - Native Task Manager for macOS, Windows, and Linux wrapture - one wrapper for mocking, tracing, and observability linkedin2md: turn your LinkedIn export into 40+ Markdown files Extras Joke Watch on YouTube About the show Sponsored by us! Support our work through: Our courses at Talk Python Consulting from Six Feet Up Connect with the hosts Michael: Mastodon / BlueSky / X / LinkedIn Calvin: Mastodon / BlueSky / X / LinkedIn Show: Mastodon / BlueSky / X Join us on YouTube at pythonbytes.fm/live to be part of the audience. Usually Tuesday at 7am PT. Older video versions available there too. Finally, if you want an artisanal digest of every week of the show notes in email form? Add your name and email to our friends of the show list, we'll never share it. Calvin #1: OpenAI's Python SDK has migrated to HTTPX2 The OpenAI Python SDK has migrated to HTTPX2, the Pydantic-stewarded fork of httpx. Pydantic picked it up citing "limited activity recently" in the original project, promising "a reliably maintained path forward." If you just use the default client, nothing to do. No code changes. The catch is TLS. Quoting the guide: HTTPX "previously verified certificates against the CA bundle provided by certifi. HTTPX2 instead uses the operating-system trust store, and the SDK no longer installs certifi." That "can break certificate verification in minimal container images without system CA certificates, environments using corporate TLS-inspecting proxies, and deployments that relied on a custom or modified certifi bundle." The fix is SSL_CERT_FILE or SSL_CERT_DIR, or pass your own ssl.SSLContext via verify. Deeper integrations need real edits: custom clients, auth handlers, hooks, and request mocking all take HTTPX2 objects now, and plain httpx is no longer pulled in transitively. So import httpx in your own code means declaring it yourself or moving over. Temporary escape hatch: a legacy HTTPX client Michael #2: TMOG - Native Task Manager for macOS, Windows, and Linux A native, deeply instrumented system monitor for macOS, Windows, and Linux, now in public beta - from Plummers' Software, i.e. Dave Plummer, who wrote the original Windows Task Manager and donated it to Microsoft in 1995. Wikipedia Three real native apps: Swift/AppKit on macOS, Win32 on Windows, C++/Qt 6 on Linux, with a shared C++ core keeping metric semantics aligned - no browser shell anywhere. One dense summary: CPU, clocks, thermals, GPU, memory, storage, network, energy, and the processes responsible for the load, all click-through. Per-core honesty: logical processor and NUMA views, P and E cores color-coded, optional kernel time, 60 FPS live meters. Memory with context: pressure, wired, compressed, cached, committed, available, and swap, plus configurable scrolling history. Processes that act like processes: tree view, filtering, sorting, follow mode, and native verbs including service and launchd control. Phosphor themes: light, dark, green, amber, blue, or mono, with color and saturation you tune yourself. Calvin #3: wrapture - one wrapper for mocking, tracing, and observability Graham Dumpleton, author of wrapt and the original New Relic Python agent, has released wrapture. The name is wrapt plus capture. The core idea: wrap real code instead of replacing it, so the real code still runs while you watch every call. Name a method with wrapture.binding(Class, "method"), open a timeline(), and you get a tape of what actually happened. Real return values, real nesting, arguments normalised against real signatures. tape.tree() prints the call graph as it ran. One mechanism, three jobs: monkey patching with a real lifecycle (apply, remove, suspend, plus returns, raises, transforms_args), unit testing that asserts on real call flow instead of a flat MagicMock call list, and ad-hoc tracing of a running app. The testing pitch is error paths. Inject TimeoutError at the payment gateway, then assert the ledger was never written. Stubs and mocks are strict and spec-required, and there is deliberately no bare Mock(). Tracing needs no code at all. A wrapture.toml naming targets and a sink, run with python -m wrapture main.py, and you get a live call tree with timings. It captures ordinary logging calls as nested events, and with the otel extra it exports spans, metrics and correlated logs with W3C trace ids that join across services. Every line of code and docs was AI-written under their direction, and they say so up front. Two weeks from first commit, eleventh alpha, over 1000 tests, 150+ pages of docs. Alpha on PyPI, needs Python 3.12+ and wrapt 2.4.0+. Michael #4: linkedin2md: turn your LinkedIn export into 40+ Markdown files Via Juan Manuel Daza - a Python CLI that unpacks LinkedIn's data-export ZIP into clean, per-category Markdown you can drop straight into an LLM. One command: linkedin2md Complete_LinkedInDataExport.zip, plus o for output dir, -lang en|es, and -pdf. 40+ output files: profile, experience, education, skills, connections, posts, comments, reactions, recommendations, endorsements, job applications, even ad targeting and LinkedIn's inferences about you. Built for LLM analysis: the README pitches NotebookLM, Claude Projects, Obsidian, and Ollama, with example prompts like "what patterns do you see in my career transitions?" PDF resume mode: -pdf renders an A4 CV via weasyprint, and degrades gracefully to Markdown-only if it isn't installed. Dependency note: "pure Python / zero-dep" holds for the Markdown path only - the PDF path needs weasyprint and markdown installed. Install: pipx install linkedin2md recommended, pip in a venv otherwise - 86% Python, 10 releases, v0.3.1 in May. Agentic dev angle: repo ships opencode config and an N3RV subagent pipeline, including a "judgment day" dual-model adversarial PR review. Extras Calvin: EVE Online Migrates to Python 3 Michael: Dinkus by Will McGugan Joke: Tao of Programming: Book 5 Maintenance

A portfolio career is about working smarter. More professionals are combining full-time roles, consulting, advisory work, board positions, teaching, writing, speaking, investing, and passion projects into careers that are more resilient, flexible, and rewarding.In this episode, you'll learn:• What a portfolio career is and why it's becoming the future of work.• The difference between a portfolio career and simply juggling side hustles.• How to identify the skills, experience, and expertise you already have that can create new opportunities.• Why your professional reputation matters more than ever.• How to position yourself for greater career resilience, income diversification, and long-term growth.• Practical steps to start building your own portfolio career, whether you're employed, self-employed, or somewhere in between. Support the showJill Griffin, is a leadership and career strategist, executive coach, and host of The Career Refresh podcast. She works with high achievers to strengthen their leadership, navigate career transitions, build effective teams, and create what's next.With 20+ years of experience at companies like Coca-Cola, Microsoft, Hilton, and Martha Stewart, Jill brings a practical, real-world lens to leadership, decision-making, and career strategy. Visit GriffinMethod.com to learn more about working together:The Next Era Leader An 12-week cohort for women leaders ready to expand their capacity and lead through complexity with clarity and intentionExecutive Coaching & Leadership Advisory 1:1 strategic partnership for leaders navigating growth, transition, and what's nextConnect with Jill for Leadership Development for Organizations and Speaking & WorkshopsInstagram: @JillGriffinOffical

Resetting AirTags, Beta Bugs, and Vibe-Coded Mac Health Checks The hosts discuss how to reset an Apple AirTag by inserting and removing the battery five times until a different sound plays, noting newer AirTags may require pressing down. They share issues seen on iOS 27 and macOS betas, including missing app icons in search, slow contact searching, Contacts app odd behavior, Apple Configurator on iPhone failing to enroll devices until using a non-beta phone, and a Control Center white-noise toggle bug requiring reboots. They debate installing macOS 27 "Golden Gate" on production machines, restarting habits, and workflow clutter from Safari tabs, Finder windows, and messy desktops, with Sam recommending an analog black glass dry-erase desktop board. They also note a Safari private browsing/profile issue showing history and Microsoft 365 credential problems. Jerry describes using Claude to "vibe code" an unsigned "MacWorks Health Check" app that collects Mac discovery info and uploads reports to Dropbox via API keys to replace a costly subscription tool. 00:00 Show Kickoff and Setup 00:26 Resetting an AirTag 02:33 iOS Beta Bugs and Contacts Glitches 04:20 Configurator Beta Breakage 07:41 White Noise and Beta Quirks 08:33 Should You Install macOS Betas 13:53 Restarting and Workflow Friction 15:06 Tabs Desktops and Finder Chaos 21:37 Analog To Do Board and Vig Talk 23:19 Vigorish Explained 23:45 Desktop Whiteboard Find 25:12 Madden Movie Tangent 25:55 Safari Private Mode Bug 29:53 Analog Workflow Systems 33:14 Notion For Solo Work 36:26 Vibe Coded Health Check 41:19 Sizing Storage Needs 50:55 Tool Ideas And Wrap

In June, the most capable American AI models stopped shipping as public launches and started shipping through a government gate. Six weeks later the gate is open again — and the real fight has moved to the layer no gate can touch. A Chinese open-weight model rattled trillions out of chip stocks, Washington pivoted from gating American closed models to threatening bans on Chinese open ones, the industry mounted its largest-ever policy counter-mobilization, and an American frontier model literally broke out of its lab and hacked another company. Knee-jerk reactions, or the beginning of real AI governance? Navigation: Intro The Gate Opens The Kimi Shock The Escape The Counterstrike and the Petition Interlude — The Low-Background Books The Investor Reckoning Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Bertrand Introduction Welcome to Tech Deciphered Episode 80. This one, once again, will be all about AI, government, frontier models, and open weight counterstrike. A lot has been happening in the regulation space, in cybersecurity, in the launch of new models in the past, maybe just 6–8 weeks. It’s actually pretty insane how much happened. We believe it was time to do an episode to talk about where we are and maybe where all of this is going. Maybe let’s start with a summary of where we stand, all that June and July saga, so you, our listeners, can get up to speed if you are not already there. You want to start with some points? Nuno The Gate Opens Yeah. Again, to your point, the gate swings. The gate had closed. We had to prepare an episode for the gate closing, and then the gate reopened. Now we have a different episode. This will probably change again as we’re seeing there’s news every day. Let’s start maybe with the first 19 days of the gate closing. There was an executive order on June 2nd from President Trump that asked frontier labs to share models with the government, 30 days pre-release. It inferred the protected frontier model designation into that. Basically, it was effectively a de facto licensing agreement defined by an executive order of the President as of June 2nd. On June 9th, Anthropic launched Fable 5 and the famous Mythos 5 or Mythos. I’m not sure how you actually say it in English. Then on June 12th, there was an export control directive banning access by any foreign national. Since there’s no way to verify nationality in real-time, Anthropic had to switch the models off for everyone worldwide. Bertrand On this point, you could argue that there are possibilities to check IDs. Many services let you check IDs online. You can pre-check a flight by showing your ID. There are ways, it’s just that if you don’t want to follow what’s already available, because guess what? Maybe it slowed down your revenue growth, maybe it looks bad on you or whatever. My point is that there was actually an option. I think it’s already a decision from Anthropic to say it’s either on or off, but nothing in between. Nuno I think the point is they had no way implemented of doing it. If they implemented it, to your point, it would have hampered use in general. A lot of people wouldn’t have gone through that trouble of doing it. Anyway, long story short, in June 26th, the White House apparently asked OpenAI to limit GPT-5.6, so Sol, Terra, Luna, to only 20 vetted partners. Now, apparently, the trigger for a lot of these things that have been going on was that there was a jailbreak that was found by Amazon researchers. All of that led to this jumping around of, let’s close the gates. You have foreign nationals, and therefore, Anthropic got it out and said, “Hey, then we’re going to switch the models off until we can sort this out.” OpenAI was asked also to only allow it for certain vetted partners, et cetera. The government came in, closed the gates effectively, and said, “From now on, we need to be involved in this thing.” De facto regulation, there’s no doubt that this has imposed de facto regulation, certainly on the top players in the market. But then came the reversal. Bertrand, do you want to talk about the reversal, the gate swinging the other side? Bertrand Maybe I just wanted to say that as a user of Anthropic products, ChatGPT products, for the brief moments, a few days where Fable 5 was made available to the public before it was closed the first time, I immediately started using it. I must say it was a real issue to use it because the guardrails were pretty crazy. It would keep saying that my code was not okay, there was cybersecurity risk and stuff when I was doing absolutely reasonable development with absolutely no connection whatsoever to any cybersecurity risk, attack, detection, anything. Still, it would keep blocking me, degrading me to Opus 4.8 at the time. I just want to say this was already very hardcore what they were implementing, and not just hardcore, but in some ways, plain stupid for something that’s supposed to be super smart. It was totally unable to classify properly some of my work. I must say I was already disappointed. On top of it, the costs were insane. Half a day, I would reach my limits when I had the best plan you can get from Anthropic. My point is that there were some real serious issues when they launched Fable 5, even at that point. Nuno I had a similar issue. I used Fable 5 as well before they had to take it offline or take it off. I think the issue was really not that the guardrails failed. As you said, maybe the guardrails were actually too aggressive, but it was this jailbreak that caused the recall, apparently caused this knee-jerk reaction. Bertrand But my point is that it seems that it was not working either way. It would either overclassify something that’s absolutely not doing anything wrong, and it might fail to classify something that is actively trying to do some cybersecurity work. It’s a real issue of quality for a company that’s supposed to be at the forefront of quality of AI and everything. I think for me, there are already signs that something is deeply wrong. Nuno Then it’s reversed, right? We went the other way around. The government came out on June 26th and approved redeploying Mythos 5 to US organizations defending critical infrastructure, and then the export controls were effectively lifted on June 30th. July 1st, Fable 5 came back online for all of us to use. Shocking enough, with strings attached, that were different. They had some time to revise their commercial deployment of it along the way because it came back with some, “Now you have usage credits, but you have some limits on plan use, et cetera.” I’m like, “You guys, this was blocked. But meanwhile, you did have some time to do some commercial stuff around it.” Bertrand It was crazy. I’ve never witnessed any such crappy launch of any service whatsoever in 30 years in tech, it was so bad. Every day, they would change the terms of service. They would tell you it’s part of the plan. It’s not part of the plan. It’s part of the plan for three more days, and then it’s excluded. You have a special discount now, but then it goes back to full price. It was a total nightmare. I’ve never felt myself being so much mistreated by a company. I guess you saw the same, but when I started using the newest version of Fable 5, it was even worse, actually, I think. I couldn’t do any work with this crap. I let it go and work on the work I wanted it to do. It was simply not working. On top of it, you never know how long you are supposed to lose your credit, how fast. It was burning credit like crazy. Me, personally, I can say, very quickly, I actually stopped using it. I was like, “No, I cannot deal with this shit. My main model is back to Opus 4.8. I’m going to use Fable 5 for code review, but not anymore to control anything because I cannot trust it would do the job without stopping or changing models and stuff. I just cannot trust it.” Back to Opus 4.8 as my main model, I can say that my life was much easier. I use Fable 5 as a review mechanism, as a support mechanism, but not as the main mechanism. Suddenly, the guardrails were not so horrible anymore because it was used in a much lighter way, I guess. As a pain as a user, I think it was really bad. I don’t know your experience, but me, for me, it was unacceptable. Nuno I wouldn’t say it was as bad as yours in terms of just end-user experience. I think the terms of service switching back and forth, which went one further step, because then when they then launched Opus 5, they started making comparisons between Opus 5 and Fable so that people would migrate more and more to Opus 5 themselves, which is interesting. It’s like they’re saying “This is much cheaper. This is whatever. You’re not going to run of credits. You should use Opus 5,” kind of thing effectively. To your point, I don’t think they managed well the launch. They didn’t really manage it well. We’re moving people around. A lot of people are using this for stuff that’s like daily tasks, hourly tasks, anything that relates to code and co-work. It’s like, we need to have visibility on what your terms of service are going to be. Should I be using this new model or not? What’s happening to the other model? I don’t see it as negatively as you, Bertrand, but I see your point. It was clearly mishandled in terms of how they deployed it, how they were redesigning effectively their pricing scheme and their terms of service almost on a daily basis, at a certain point in time. We’re like, “Dude, there’s millions of people using this. You guys are making a lot of money.” Just moving it as it is. At this point in time, at the scale that these guys are at, it’s calling in people to say, how about we think through a class action suit at some point around pricing? Because you guys are changing the rules of the game all the time, right? Bertrand I don’t know if I need the class action, but for me, that joke that, “Let’s not rush too fast. The model is dangerous.” But still, they rushed the launch because it’s very clear that if they had enough compute capacity and stuff, they would not have to limit so much. They would not have to put so much cost per token and all of this. You can see that actually when they launch Opus 5, literally like 2, 3 weeks after, by most benchmark at launch, they tell you basically that, “You know what? Actually, Opus 5 is better than Fable 5 on 80% of the metrics.” They’re like, “What? Seriously? You couldn’t wait 2 weeks? Why did you even launch Fable 5 in the first place?” That’s another part for me that is quite literally insane, to be frank. It’s like, “Why? Why do you make us go through so much pain if it’s only to tell us after 2 weeks to…” “This new model, by the way, has less issues, less stuff, because 2, 3 times less is part of your plan, and it’s actually better by most metrics.” It’s like, “What’s going on here? What’s going on? Are you guys mad?” I don’t know. It was crazy. Personally, I still use Opus, now 5, as my main system and platform, Fable 5 for review, code reviews and the like. I don’t want to run into its stupid guardrails. I can see Fable 5, from my perspective, seems quite a bit smarter. I don’t know why they do this stupid benchmark showing you it’s actually worse than Opus 5. I guess they should have better benchmark if they want to demonstrate why you are supposed to pay 2, 3x more for a model versus another if it’s actually worse by most benchmark. Again, I still think it’s a huge mess from a marketing perspective, customer perspective. Me as a user, I really feel that they don’t want my money, and they couldn’t care less about me. This is even before everything else we’re trying to talk about. Nuno Yes. Maybe just to close the cycle on the reversal on the door opening the other way, finally, Commerce lifted the GPT-5.6 restrictions on July 8th, and then on July 9th, general availability across ChatGPT, Codex, and the API as well. What has this proved? It proved that now we have gating mechanisms, and certainly for closed models in the US, for sure. We had frontier models that were switched off worldwide in hours, and it took a couple of days, in this case, 19 days to restore them. There were concessions. Now we know that there were concessions around effectively institutionalizing that gate. Early government access to future models is, I think, now a given, certainly in the US. New safeguard frameworks are probably now having to be put in place. There are some stage limits now on who gets access to what for new models and how it happens. This voluntary executive order, so to speak, not really sure, has become effectively regulation enforcement path. It’s de facto regulation that now has been put in place. It has affected not just to the points we were making before, the access to these models, but also who gets access to these models, and actually potentially even pricing access to the models. It has probably some commercial implications as well as we just discussed along the way. Very significant. This is very significant. This is regulation, de facto at the table, imposed on the two largest players in the market by far by one government, in this case, the US government. This is significant. Actually, you could even allege it was imposed by the President because this was coming as part of executive orders. Really incredible. Pretty significant, fast, aggressive. It has created a regime that you could say it’s a regulatory regime, it’s a de facto regulatory regime. It has some significant pricing and licensing and commercial implications. It goes even beyond your classic regulatory framework. Very, very, very significant. Bertrand I don’t know if it goes beyond a classic regulatory framework. Nuno I think it does, because it has implications on who do you give access to? When government is saying you can only give access to these players, right? Bertrand Defense industry. It’s all over the defense industry. You cannot sell an F-35 like this. Nuno No, but that has commercial implications, Bertrand. That’s like you’re saying these are your customers, you go and use them. Bertrand That’s the defense industry. You cannot sell to Iran your F-35. No, that’s exactly the same story for me. Nuno No, no, no. It’s beyond that. These guys are saying when they came back, and they said, “For Mythos, you can make them available to these entities,” they were saying the first entities that are going to have access to the model. It has commercial regulatory implications. You’re saying these players are the first players that are going to have access to it. It’s no longer just defense concerns and these governments don’t have access to this. No, no, no. You’re saying to a company that is a private company, your models are only going to be used by these guys because I’m telling you so. It’s the other way around. It’s not even that you can’t sell it to Iran or whatever. It’s like you can only sell it to these guys. Bertrand Again, in the defense industry, if you’re a private company, do you think you can buy F-35 like this? No. Nuno No, no, no. But this is a private company, Bertrand. This is not a defense agency and a plane that is on whatever, with IP from the US, right? Bertrand Boeing is a private company, and they cannot sell the military equipment they manufacture. Nuno No, no, no. But the development of their IP was subsidized by agencies that belong to the US, right? That’s a different matter. It’s a matter of IP, right? This is not, right? Anthropic, their models are not owned by the US government. There’s no IP granted to the US government, to my knowledge. This has significant commercial implications. Bertrand Maybe, yes. Maybe on this. But I think there are already regimes to limit who you can sell to, and that’s decided by the state or the DOD. Nuno It’s the export control logic. The export control logic? Bertrand You have export control, and export control is Commerce. My point is that they are using existing tools, part of the government, to limit what can be sold. Selling chips, NVIDIA was limited in terms of where it could sell its chips. It’s not different either, but still there were limitations. If you are an ASML, you cannot sell to a private company in China. Many private companies cannot buy ASML products. This is a foreign company. This is a foreign company under pressure from US government. Nuno I understand, and I’m not a lawyer, but it feels different to me when you say you cannot export, this is export controls, to these countries, to these entities, et cetera, because they’re foreign et cetera. Then to say, “No, no, no. On top of that, these guys get first access.” That’s, for me, a significant shift. Again, I’m not a lawyer, so I’m sure there’s very intelligent people right now looking at this stuff and saying, “You can’t do this stuff, or not, or they can.” I don’t know. But it feels to me, it goes beyond the remit of export controls. It’s like you’re defining initial clients for specific use. Bertrand My impression is more like, “We can do this situation where we’re going to forbid you to give access to anyone outside the US or even in the US or limit even more.” Basically, it was, I guess, some gesture to go beyond that. That’s how they probably defined these 20 authorized companies. I don’t know. Apparently, there was also restrictions because I remember seeing that Anthropic had their own list of companies they would authorize access to Mythos early on. That’s apparently another thing that pissed off state government because there were companies in there that were considered close to the Chinese government. They were extremely unhappy that Anthropic didn’t ask, actually, for any guidance from the state government, but used basically their own perspective on who they should allow or not. I guess that was also part of why they got these serious restrictions. Nuno Anyway, now we have a regulatory environment that’s very interesting and exciting. Talk about the US not regulating. Bertrand To be clear, I don’t know you, but I’m not saying that I agree with any of this, to be very clear. I’m trying to explain and share some perspective, but I’m not in agreement on a lot of this. Nuno Yes, we were just describing what happened to the best of our knowledge. We’re having a discussion on what we think actually is happening and how it’s happening. We’re not really right now saying we agree or disagree with this. I think later in the episode, we can share some perspectives on what we think is actually happening and how there’s dimensions to this which are very geopolitical and very complex, which quite literally probably only God knows what’s going to happen. That was the gate swinging. There was a gate closing, then there was a gate reopening, and all of a sudden we have a gatekeeping system that has been created along the way. The Kimi Shock Along the way, moving to our Act 2, the world has changed, and we now have so-called open-source plays out there that are creating massive, massive shifts in the market. The Chinese models, in particular, with Moonshot AI launching Kimi K3, which is the largest open-weight model ever released. We’ll come back to the discussion around open-weights. I’m not sure all our listeners understand what that means, because there’s a debate now, should models be open weight or not, and how does that work? There’s been a petition as well signed along the way. Right now, we have open weight models that are out there that are huge. What that actually means very pragmatically is we now have open source models, lack of a better word. I know open weight and open source are not the same thing. You guys will have to bear with us during this episode. We’ll explain at some point the differences. But we have models out there that are open source that are significant. That are catching up with the closed source models, with the models by OpenAI, Anthropic. That’s significant because most of those models are Chinese. This is where the geopolitics starts getting really frazzling and we start playing 3D chess. Because everyone’s like, “These models are 5, 6 months behind.” Now people are saying, “Maybe they’re actually just 3 months behind, 2, 3 months behind.” If we, for example, decided to stop or slow down our model releases in the US by the closed source guys who are leading, it might mean they’ll catch up. What are the implications of that? Again, for you and I that are not necessarily experts in model development, well, the implications as a use case is if you want to use the latest models, and the best models start becoming these open source models, you’re going to use those models. Then you start using Chinese models. If you’re an American company, maybe you’ll have restrictions on the use of those Chinese models. But if you’re a European company, you probably won’t. What happens after that? Is the world going to be in the hand of Chinese models? Will that constitute effective competition to the closed models in the US? Will we have open models in the US that will scale as well? What’s going to happen? Bertrand I think it’s a really big question. It goes to some of the core of the issue. It’s that ability of Chinese models to basically challenge frontier models, not just being 6, 12 months late, but being 6 weeks late. Basically, no gap. Some will say that, yes, but OpenAI and Anthropic have even better models that are not shared and stuff. Yes, sure. But maybe the Chinese have the same models that they are not sharing right now. We don’t know. What is clear is that one is that open weight, as you said, two, there is a question of how it is marketed in the sense of, can anyone use these weights? Is there a license to use them? Yes, what we can see is that, for instance, typically there is a license for some of the biggest Chinese open-weight models you have to abide with. You might have a need for a commercial license if you are acting as a company leveraging this model to provide AI-informed services. If you use it internally by yourself, you’re okay. If you use it internally for your own internal company needs, maybe you are okay if it’s not your main business to do AI work. Anything else, a much bigger corporate providing AI services and stuff, you will probably end up having to pay a fee to be able to provide services around this model. My point is that it’s not just 100% free. Some of the Chinese models are 100% free to use, MIT license, Apache 2.0 license. But the biggest ones with the biggest weight that are truly frontier typically have a different license if you want to scale these models, providing AI in front. That’s one thing to keep in mind. Nuno Maybe just to make a very quick point, because people are like, when you talk about open models, what does it mean right now? In the context of this episode, open models mostly will mean open-weight models. How do those differ from open source? Open weight means that you release the weights to the public, which means that anyone can download, fine-tune, and run the model on their own hardware. It doesn’t normally mean that you also have access to training data, training code, or a truly open license. That’s the distinction to open source. Open-weight doesn’t mean that. For example, we’ve talked about Meta’s Llama in the past, and we also discussed in the past that their license agreement does have restrictions, certain players can’t use it, et cetera. The open model definition and open weights are really open-weight models that we’re talking about here, and they are closer to freeware binaries than to Linux, for those who understand the difference between that. It’s binaries that you can use and then use your own weights on it versus actually I can change code on it. I’m not going to be able to change code on this. When we, for the purposes of this episode, talk about open, we mention open weight, just to clarify that point to everyone that’s listening right now. Bertrand Yes, that’s a great point. One of the only players, as far as I know, who is truly open source is actually NVIDIA with their Nemotron-3 models. They’re actually following a special license to achieve that. They provide you the data, they provide you all the processes and tools, so you can easily post-train. NVIDIA is a big, big exception. It’s a very interesting player, by the way. We might not talk much about it in this episode, but I think for intermediate-size models built in the US, where you have access to everything in the deployment, it’s a very interesting alternative and maybe one of the best choices if you are a US company or a big corporate, and you want something trusted. Another piece of the puzzle to clarify is that when you use open-weight, it means that you can run them by yourself, or you can use a US provider to run them. If we are talking about Chinese open-weight, you can use the APIs they provide, but then the service is running in China, they might have access to your data. But because it’s open weight, if you run it by yourself or if you use a third-party provider based in the US to run it, then there is no access to your data by China or Chinese players. I think that’s a pretty important gap to understand. It means that these models are actually very, very low risk from that perspective if you run them on your premises or in the US by a US player. I think that’s something to keep in mind. You can also fine-tune easily these models to make sure they will behave in a way that, for instance, is not going to represent the line of the Communist Party on some topics. There are ways to make these models more neutral in their output as well. There are a lot of ways to make good use of them. By default, they’re already very safe, but you can make them even more safe. I think that’s some things to keep in mind. But again, it depends ultimately on the license and what you’re authorized to do and some fees you might end up having to pay. Nuno Why did this matter so much? Immediately there was a reaction from the market because people are like, well, if there’s much better stuff out there that’s much more efficient than it’s open, then it might be that all the demand that we are taking into account, for example, for chipsets actually isn’t real. The Philadelphia Semiconductor Index fell into bear market territory. It went down by as much as 20% plus from the late June peak. The worst chip week since April 2025. Taiwan’s benchmark initially fell 6% plus, Japan’s 4%, TSMC dropped dramatically despite beating earnings and rising guidance. Basically, a huge amount of effect. Now, there’s a little bit the aftermath of this where apparently Moonshot ran out of GPU capacity. Maybe… Bertrand In just 48 hours. Nuno In 48 hours. Great for them, but at the same time, not great in the sense that maybe there was a misread by Wall Street of the Kimi effect, so to speak. Bertrand Completely. For me, that’s such a joke. It’s like, because you have an open source model, so what? I mean, you still need to run it. This is not a small one. 2.8 trillion parameters. Good luck running that in your garage, by the way. Nuno They misread supply, basically. Tough luck, right? All of that basically happens. Bertrand Maybe you want to talk about the Jevons paradox, because I think that’s a big part of the puzzle as well. Its one is they might not have the GPUs to run the inference on the model. They might have enough to build a model, but not enough these days to run inference, especially given how much with intelligent models, thinking models, you need way more inference than before. But on top of it, the cheaper you make it, the more you get to the Jevons paradox. Nuno Yes, Jevons paradox, for those who don’t know, is an economic term. It describes an economic phenomenon where technological improvements that increase the efficiency of a resource lead to an increase rather than a decrease in the total consumption of that resource. What that means is, for example, for chipsets, chipsets become so much better, and they are so much more efficient. You’re like, well, maybe normally in resource terms, that leads to decreased usage of that resource. But in this case, it actually leads to an increased use of that resource rather than a decrease. There’s more and more consumption of that resource. You need more and more chipsets because people actually need to do more and more stuff with it, although there are great efficiencies going into it. There’s the efficiency gain, there’s the cost reduction, and there’s the price-elasticity element to it. But basically, the adoption just continues going through the roof along the way. Bertrand In some ways, it’s like the price of energy. Coal went cheaper and cheaper, and people were asking the same question 150 years ago, now that it gets cheaper, there is not much money. No, no. Actually, what happens is that people find more and more use for coal. Homes are getting heated more. You have ships now using coal. You have manufacturing using coal. The cheaper it gets, the more use case you can develop, and therefore, you don’t need less of the stuff, you need more of the stuff. By going at scale to get more of the stuff, you also decrease price, making even more demand. It’s a very interesting phenomenon, but it’s not new. It is what happened for a while in the energy sector and some other sectors. Nuno We already started talking about the Chinese logic and what’s happening. Getting a little bit of a reality check on this. The Chinese models, and these are numbers from Open Router in July, Chinese models are at 46.4% of routed tokens and 35.7% for US origin. Again, more than a third of global AI usage now seems to be running on Chinese open models. This is significant, and it has a huge impact on the geopolitical scale of everything that’s happening. Also, the whole Chinese field is converging on open. Open seems to be a strategy, not just a nice thing that’s happening. It seems to be a Chinese strategy, so much so that you have players like Moonshot, DeepSeek, our old friends DeepSeek, Z.ai’s GLM 5.2, Minimax, and even Alibaba seems to be reversing and going open with Qwen. It feels to me this is becoming policy as well. Xi Jinping has personally endorsed the building of open-source AI, if it’s really open source, if it’s just open weight anyway, and this feels to be a jab at Washington, DC and the fact that the big closed models are coming from the US. This is now geopolitical 4D chess, right? We didn’t need this stuff. Bertrand To be clear, it’s the usual in tech. If you are not number one, you are number two, number three, your alternative is to go open source because that’s another angle that your competitor usually cannot follow without destroying its own business model. That has been the alternative for the past 20 years of most software projects. Here, what’s different is that it’s not the number one or number two player. It’s the US number one as a country, China number two as a country. That’s where it’s new. For me, what’s very interesting is the endorsement by Xi Jinping. I was waiting for something official, and it certainly didn’t disappoint. As you said, there was an immediate U-turn of Alibaba, who in the past… Nuno Surprisingly. Bertrand Yes, a little more like, “yes, we are going to close and stop open source. It was good while it lasted.” Just a few days ago, Qwen 3.8 Max was launched, and we are supposed to get the weight in a few days. We talk about the US administration policy and stuff. Yes, let’s not forget that in China there is similar stuff. Sometimes it’s totally invisible because you don’t see the directives, but they exist as much. Sometimes it’s more visible. Here it was quite visible. The difference in China is that if you don’t abide by the directive, on top of it, you might have to fear for your personal safety. It’s a different game, and that’s probably why the reaction is pretty quick, usually. That’s pretty interesting for me because it means that now you can bet for a while that China is going to play that game up to a point. I guess the point is if it’s truly frontier scale, you will have a special license that, yes, technically the weights are open, but you can not do everything you want with it. Two, you have a player like NVIDIA that I think will feel more pressure to provide even more high quality, larger models at scale going forward. Their largest Nemotron-3 Ultra model was, if I remember well, only around 500 billion parameters. I would not be surprised for NVIDIA to go into the two, three trillion range at some point. Because I think the US need a very clear US-born alternative open source. I think NVIDIA might be the best player for that. We will see if Meta goes back to open source. I think NVIDIA is one, very well positioned, but two, it’s also in their best interest. Because NVIDIA for now depends on just a few big hyperscalers as clients. If they can expand their clients to every S&P 500 companies, selling them directly hardware because now these companies can run a model made by NVIDIA, I think there is a very clear value proposition for NVIDIA to go in that space. Again, if you are number two, your differentiation, open source is often the answer. There is a true business as a business model for companies, because if it’s truly not just open weight, but open source, you can tweak it as much as you want, you can change it, you can change even the pre-training process. Because there is a lot of stuff you can do that really benefits you as a corporate, and you can reach a much better value by having more control on the model. Nuno We won’t spend a ton of time on it today, but like, again, if there’s a view that we are in a bubble, that the valuations cannot be sustained in chipsets, infrastructure platforms, applied AI, et cetera, today, this might be that beginning, where the valuations start being destroyed because you can’t keep a premium on just charging people for tokens and all that stuff if you have models that become more and more efficient and cheaper to use. Maybe just to close a little bit the geopolitical part of the discussion today, we won’t go into all the announcements from China because there were many, a lot of go back and forth with Alibaba by then. Xi Jinping made some announcements. You guys can check it online. Let’s move quickly to Washington’s reaction, which was from gating the US closed models to banning the Chinese open ones. There’s been as strong affirmations as one can get from the Office of Science and Technology Policy Director, Michael Kratzios, mentioning that they have information that Moonshot AI distilled Anthropic’s Fable. Basically, there’s been reverse engineering and stuff in the market. They’re basically copying. Bertrand I’m sorry to interrupt, but it feels like so much bullshit. It’s coming from Anthropic who has basically gotten access at scale to all the knowledge made by humanity, copyrighted or not. We’ll talk more about what they did with books. Then to claim after that that others cannot do to you what you did to everybody else. For me, it’s pretty big. It’s clearly unacceptable. The other piece is that everyone is doing distillation. It’s a very typical approach of every business model. You try other software when you are competing with somebody else. You try other datasets, you check what’s happening. It’s part of doing business for decades. Suddenly it’s not good for Anthropic. I personally have a lot of trouble to accept that. I think it’s totally unacceptable. The other piece of the puzzle will also go back. If these guys are so smart, if these guys have so much of the best model, why can’t they block by themselves distillation at scale? The only answer is that either they are morons, probably not, or they simply don’t want to because it’s going towards their business model. Suddenly, you book less revenues and stuff, or you put more friction, and therefore your customers don’t like it. Instead of doing it yourself, you ask the government to protect you, go out of business practice that is very typical. For me, it’s really, really, really not good. Sorry, we are going more in the opinion side, but I had to put that on the table. Nuno Yes, Fable went public finally again on July first. Question marks on whether distillation would only be possible from July first onwards or not. But a 15-day distillation to frontier, which is K3, launched on July 15th, would have been a Guinness World Record, as one of Moonshot employees actually mentioned. It’s very implausible and unlikely. Bertrand Or they shared the Mythos 5 with the wrong companies, who themselves shared with Chinese companies. We go back to maybe they didn’t have a good list. Again, it goes back to maybe they didn’t want to hurt their business model. Nuno Anyway, under the threat of sanctions, Moonshot, in any case, open-sourced the full K3 weights and technical reports. They open weighted it to become the largest open weight model in the world in terms of parameters. Beijing’s MOFCOM brands US threats as basically the US wanting to fundamentally control and be monopolistic around AI along the way. The administration bans Chinese hardware with an eye on the AI race, and Beijing warns of retaliation. That was July 27. Now we’re in a war between Beijing and DC. Bertrand Just to finish maybe on China, it’s important to know that they are building their own GPUs now. Huawei has pretty good, not to NVIDIA level, but pretty decent GPU hardware that they’re able to manufacture by themselves. A Chinese player of memory just got IPO’d a few days ago, CXMT. China is also developing their own memory. Again, not to the same level of quality that you can get from the West. But China is moving. It’s not just that they are building great models, it’s also that they are building GPUs and memory. That might be a few years late to the latest standards in the West, but there are definitely improvements. I also read, even on the tools to make manufacturing like ASML equivalent, there is definitely some work going on, and some improvements and some stuff will be visible. In some ways, the genie starts to get out of the bottle from the Chinese perspective. Nuno I’ll put a stick on the ground. I don’t think it’s a matter of if, it’s a matter of when will China surpass and have a lot of this tooling on their own side, and not just the software layer, not just the frontier models. I think it’s also going to be around infrastructure and platform. Good luck to everyone. Let’s see how the race continues. But it’s definitely this is a geopolitical thing right now. It’s definitely a race. The Escape Maybe moving to what happened in just 2 weeks or a week and a half. The escape, there was some jailbreaking going on, and the narrative on safety has totally switched. It’s not still significant enough that’s like, “Oh, we saw a nuclear plant going, whatever.” No. But still, it is significant. Hugging Face, the AI company, disclosed an intrusion, and it was driven end-to-end by an autonomous AI agent system at machine speed, running for days before detection. Now, this is where it gets really cool. OpenAI takes attribution on that. They initially said it was just a little bit, sorry. Then they said, actually, it was worse than that. “Oh, it broke out of an isolated sandbox.” “Oh, no, actually, it was more than that, and it went into other systems as well.” Bertrand Truly, the genie out of the bottle. Nuno No, but this is where it gets really cool, Bertrand, right? Because it actually, Hugging Face contained the intrusion by running a Chinese open-weight model, GLM 5.2. This is beautiful, right? Bertrand Yes. You know why? Because they couldn’t even run their own defense because both Anthropic and OpenAI would not let them access their latest models with the guardrails off. When they tried using it for defense, the latest from Anthropic, from ChatGPT, they would tell them, “No, this is too dangerous what you’re asking us to do.” Preventing an intrusion, helping defend you. No way we are going to do that. Nuno No. Let’s use the Chinese models on our infrastructure. Bertrand We have no choice but to use the Chinese models to run. More than that, we don’t let you use our models to defend yourself, but our not yet released models that run without guardrails, they can attack you. This is probably the most insane from that perspective. Nuno The Chinese models came to the rescue. Bertrand For me, that’s a perfect example because Hugging Face is a very visible company in AI in open source. But anybody who is not at that scale is not going to get some support from OpenAI or Anthropic when this happens. Maybe these guys won’t even recognize they did anything wrong. You will be left to defend by yourself because they won’t accept to support you. Because remember, if you want the better model that is able to defend you from cybersecurity perspective, no way. If you are not one of the few top 20 companies or so, as defined, you are left defenseless. Again, we are going back to opinion, but for me, it’s so shocking what’s happening right now. I’m very glad we have alternative open source to be able to defend ourselves because right now, good luck getting defense services if you are a smaller business and individuals, and you need support from Anthropic, OpenAI. Nuno Now, even self-described AI optimists are saying, “This is scary now.” Like Walter Isaacson, who wrote all the famous biography books. There’s now discussion around the AI Kill Switch Act, bipartisan thing that’s coming across from Texas and California, a potential bill that’s coming in. We’ll see if that works. Now let’s get an off-switch. I’m like, “Cool.” As if that’s going to solve the problem, because you have open-weight models on the other side catching up, right? Bertrand Yeah, sure. Bring in clueless politicians from Congress to solve our problems. Yes, sure. Nuno Anthropic came to the table, helped build and said they built some regulatory machine on their side, and now they’re getting bitten by it, and they’re part of the offending players in that market. Now there’s all this debate and all this discussion around open weight and around slowing down AI and et cetera, which is our next section. You wanted to say something, Bertrand. Tell us. Bertrand Don’t forget, because this advertisement for OpenAI was just too good. Our AI attacked some other companies, and not just one, but three, actually. Let’s not forget the progress. Great ads. Then I came and said, “You know what? AI also hacked businesses.” You’re not the only one hacking around with a crazy AI out of control. You’re not the only one. We want our advertising. For me, it was shocking that on one side, unreleased models that you let run wild. On the other hand, you have released models that you put crazy guardrails on top of it, so the defender are defenseless. I’ve never seen anything like it, and I really hope that there will be as little regulation as possible, quite frankly, to make sure anyone can defend themselves and have the best tool at their disposal, not just a few well-connected big corporates. This is really, really shocking. The Counterstrike and the Petition Nuno Now the empire strikes back, so this is counterstrike, the petitions. In several days, we have now a bunch of petitions. The first one was the open weights letter. Bertrand, do you want to explain to us what the open weights letter is? Bertrand Yeah. I think it was great. This was released by Jensen Huang, first ever post on X, 11 million views. Congrats, Jensen. Co-signed with Microsoft, Meta, c actually was probably the initiator of this letter. Very good letter saying, “Hey, we need open weight. This is not a joke. We need that. You cannot block open weight.” Because that’s the rumor we are getting that potentially open weight could get blocked. I think they are making the case, “You know what? Hey, we absolutely need that as an alternative. You cannot block it.” They can keep their closed models, but don’t force a closure of the open weight models. As I said before, it’s actually a great model for NVIDIA because NVIDIA doesn’t want, probably rightfully so, to be dependent on just a few frontier models, their best customers. They want a variety of customers. They have a big interest actually to defend open weight and to invest even more. They have great researchers, are a great company. If one company is about to do really kick-ass work, I think it’s them. They are defending. What’s great is that it’s not just them. It’s basically most of big tech in the US and outside the US, from a Linux Foundation to a Microsoft, the Palantir, an IBM, a Dell. It’s a who’s who of the industry except Anthropic. Anthropic didn’t sign that. I guess they hate open source so much. If I look at 20 years ago, it feels like Microsoft, after all, was very kind to open source. You remember what was said by Microsoft at the time. It’s clear there is one company against open source. OpenAI signed the letter. Honestly, I don’t know what to think. Do they really believe in it or was it just a way to show that they are not like Anthropic? I don’t know. But for the rest, I think it’s genuine because it’s actually in their best interest. I hope they will be heard. Then a second letter came, the Open Secure AI Alliance, NVIDIA-led and again, the big tech companies from Microsoft, IBM, Palo Alto Networks, Databricks, Palantir, all those, but not present, OpenAI, Anthropic, and Google. Here it’s to say, “Hey, we need a secure approach to AI. Open should be part of the equation.” guess what? The worst AI-caused security incident to date was actually caused by closed frontier models that were not even available to the public. While again, not providing you access to even the latest closed model for cybersecurity use case. Nuno I would highlight the NVIDIA open source NOOA framework, Apache 2.0 licensing agreement, Microsoft contributed the MDASH, SpaceX AI contributed Grok Build. Cool stuff. There’s some cool stuff happening around that. This is more than a letter. This is an alliance. Apparently, they’re contributing all this stuff, we’ll see. Yeah, cool stuff. Same day. Same day, Amodei has an answer, right? Bertrand Yeah, same day. They say, “We never advocated for a ban,” which, again, opinion on my side is entirely bullshit. This guy has been crying wolf against everybody else, and especially against open source. You can see him doing testimony in Congress against open source. I think they are doing everything they can behind the scene to block open source in the US or in the world if they could. I think, yeah, obscurity is not good safety. I’m a big fan of open source in general, and I’m also a big fan in AI. I think it’s now Anthropic, mostly against the rest of the world. I think OpenAI is mostly on their side, to be frank. They don’t want to acknowledge it so much, but they have shared interest, and they have shared probably position. Nuno Why would you? I don’t feel as strongly as you because I think Anthropic is a private company, right? The same thing with OpenAI. OpenAI, you could say it’s a nonprofit that has a for-profit. There’s still that complexity in there. Bertrand No, they can do what they want with their own product. But to block others is where I’m not okay. That’s the part I’m not okay. Nuno What Dario Amodei is proposing is more enforcement, right? He’s basically saying you need to do even tighter controls on advanced chips flowing to authoritarian states, enforcement against industrial-scale distillation, whatever that means, right? Bertrand Yeah, which he could do, but all by himself. He doesn’t need the government to do that. Nuno Mandatory safety testing for all sufficiently capable AI, open and closed, right? He’s basically saying, “Okay, I don’t agree with the open weight stuff effectively,” right? He’s just putting it under a different banner. “I agree with this extra regulation.” then obviously, David Sacks responded and say, “Hey, it’s like, bans don’t work for weights. Why do they work for chips?” It’s like, magically, chips are more controllable and bannable. Whatever that is. Then our friend Mark Zuckerberg, just to be clear, goes on the other side as well, because he also has to have a view. He has to have a view that is the rebuttal of both of the other guys. Bertrand I feel he’s a bit flip-flopping because he was very pro open source 2 years ago, and the latest Meta models went closed source. Now I think he’s back open source. I don’t think he has a very strong spine on the topic, but it’s good to see that he’s not a doomer. That for me is great. He’s showing how AI can be a source for progress, a source for entrepreneurship, source for freedom. I think that’s very exciting to hear that. We need to hear more of it. By the way, that’s not what you hear in China, for instance. AI is very positive in China. It’s in the US with the doomers that you hear this discourse, and people get worried as a result. I’m glad that he was pushing for a more positive vision and for support of open weight, open source initiatives. But let’s see what they really truly open weight going forward. Nuno But that’s been his position because I guess he’s standing behind. He thinks open weight is going to be the best way to compete, right? Bertrand Yeah, but he closed his latest model, so let’s see. Nuno Yeah, so it’s flip-flopping, as you’re saying. Then we see the latest petition from last week. Bertrand The true Empire striking back. Nuno Yeah, the true Empire striking back as of late last week. Maybe this is Return of the Jedi, where we discover the father, “I’m your father, Luke.” That’s the pacing petition. The pacing petition is we need to pace AI. There you have initially employees from OpenAI and Anthropic that circulate this petition. Actually, Dario did sign this petition originally. It wasn’t signed originally by Anthropic, but by him. But you’ve heard that now Anthropic and OpenAI as companies have also signed this petition, right? Bertrand I think they have signed as companies now. It started mostly by Anthropic researchers with some OpenAI researcher and a tiny part from other companies. But it was mostly Anthropic internally led, at least potentially internally. Maybe it was controlled by Anthropic all along, I don’t know. But it started officially as Anthropic employee-led letter. Nuno What does this letter actually say? Is Anthropic and OpenAI, are they willing to slow down themselves? Or are they asking President Trump to go around the world and tell President Xi that he needs to slow down and ask his guys to slow down? What’s the play of this letter? Bertrand It’s crazy, but for me if you want to slow down yourself. Do whatever you want. Don’t force others. Don’t use the power of the government to control others. Of course, it’s easy to push others to slow down when you are yourself at the very top. You have most money, most resource. You know you are going to win any regulatory framework because that’s how it works with this type of framework. It’s purely self-interested. You are probably not thinking well about these topics. If you truly think it’s a good idea, from a personal perspective, you are well instrumentalized if you sign this sort of stuff, because at the end of the day, they would be the winners. I certainly, personally, don’t want a company dictate what is my future in AI as an individual, as a business person. I don’t want them to control me. I want competition. I don’t want them to unfairly control AI because they managed to do some regulatory capture. I feel that’s exactly their game plan. These guys believe in their stuff, and they want the regulator to end up being the one deciding for us. Sorry, we go back again on the opinion piece, but it’s tough not to share an opinion on this topic because it’s, from my perspective, very scary. Nuno I think this is a push to further regulation, not less. All these letters and alliances, this is definitely a push for more regulation. In that environment, just to be very honest with you, we’ll talk about the investor impact in just a bit, et cetera. But in that environment, again, China has a huge advantage. In that environment, if it’s all captured in regulation capture so soon in this battle where OpenAI and Anthropic have an advantage in the US, et cetera, I’m like, what happens to all the other frontier labs and all the other players that are coming around? Bertrand What’s crazy is to even think that, yeah, maybe you can regulate capture in the US. But then how do you do that to Europe? How do you do that to China? Europe probably will always welcome regulatory capture because they love regulations. But China is going to build to their advantage to the max. They are not crazy. They are smart on that perspective, they won’t accept this type of, quite frankly, dimwit argument, or you can call it regulatory capture. We’ll see. But for me, this makes no sense from a global competition perspective. This can make some sense from capturing the revenue in the US market. But then that means you are going to destroy the US AI environment compared to China. That is not acceptable. That also means that you are going to destroy our freedom as individuals, as business owners to develop and live in a business world that ultimately is controlled by one or two business companies that didn’t win the marketplace through their own business success, but won it through regulations. That for me is really not acceptable. Interlude — The Low-Background Books Nuno Now, maybe for an interlude, and we have to cue in the music, imagine like Severance music, like hallway or a bit of a palate cleanser from all the policy stuff that we’ve been talking about, all this policy heaviness. Let’s move to another kind of heaviness, one of your favorite topics, which you, Bertrand, discovered, I had no clue this was going on, around books and around Anthropic. Bertrand It’s so horrible. From a company that keeps presenting themselves as the adults in the room, the careful ones, the ones that know better than you about what to do in this complex AI and dangerous world. What we discover is that actually all along, they were buying and destroying books. They will buy books, scan them, destroy them, all of them. They will do that with any books, including rare books. Of course, this was not supposed to come to the public’s attention. This was one of these top secret projects, but obviously it came out. Yes, they were scanning books, millions of them, including rare books, and they didn’t care about destroying them at the end of the process. Because from a regulatory perspective, if you destroy the books, it’s not considered a copyright infringement, apparently. This is coming on the back of some judgment a few years ago that were showing that it’s okay for you as a corporate to scan and use the result if you don’t keep a copy of the book. It’s one of these crazy regulations happening based on a single judgment that push you to do. For me, it’s like, you know this book from decades ago, Fahrenheit 471? We’re talking about book burning. It’s book destroying, crunching. It’s so shocking. Nuno There are two things, right? First, the legal strategy, which is what you’re saying, because by purchasing a physical copy and converting it into one private digital copy and discarding the original, Anthropic pursued this cleaner legal argument for fair use copyright compliance. As you said, there was a federal judgment at some point on this. The other reason is actually operational. If you disassemble the book, and you feed loose pages, it’s much faster to scan books. You are destroying the book effectively anyway operationally. I think to your point, probably this came from a legal standpoint, not just the operational one. But even from an operational standpoint, it does make sense that they would have disassembled the book. Bertrand But some people have shown you can go very fast without destroying the book. It’s really not so critical. Two, you could make an exception if the book is rare. For that 1% of book that is rare, I’m not going to have this approach. I’m going to have another approach. But for that, you will have to care about books and not just care about building AI. Nuno This is the episode, as you guys have heard by now, that we’re trying to spit stuff at Anthropic. Bertrand To go back this is the same company saying, “Hey, guys, it’s bad to distillate my work. I’m the one scanning book at scale without asking author permission, without asking publisher permission, to be clear.” Nuno But just to be clear, Bertrand, we’re pissed off at everyone. We’re pissed off at Anthropic, we’re pissed of at OpenAI as well, right? We’re just pissed off in general at this moment. Bertrand At this stage for me, the more clear-cut company that is in the wrong is, from my perspective, at least, is Anthropic. OpenAI might be a fast follower, but I will say so far, they tried to be a bit more. Nuno But at this pace, Bertrand, who knows? Maybe next week we’ll be more pissed off at OpenAI. Something will come out. This episode is a mix of tragicomedy, like a Greek tragedy with some comedy in the middle or the other way around. It’s a slapstick thing that will end up in tragedy. I’m not sure. The Investor Reckoning Anyway, maybe switching to our final act, which is the investor perspective. What does this mean for investors like ourselves? There’s a lot of things going on. There’s the debate around the IPOs of Anthropic and OpenAI, which now, with all this uncertainty, might be under significant weight. There’s a lot of other discussions that we browsed through that there’s potential IPOs going forward on companies like the Moonshot AI company actually IPO-ing in the next 6 months as well. It’s very unclear what the IPO landscape looks like. Bertrand There’s been a lot of Chinese IPOs, actually, when you look at what’s happened in the past few months. Nuno Anthropic, OpenAI as potential IPOs, there’s all this question marks now. When will that happen? How will it factor in? All that’s happening around regulation as regulation is moving at the speed of light, which is for once something that’s very different than what we’ve seen before. There’s obviously SpaceX AI, which is already taking into account that price. It’s already a public company in there, and it’s under SpaceX, which is now a public company. Obviously, that’s already being factored in some ways. Bertrand Yeah. SpaceX AI has been very smart to acquire Cursor. It was a very smart move because Cursor is one of the leading companies in terms of automated code source development with AI. They had great models on their own. They’re bringing development data to SpaceX AI Grok. I think it was a great move. Nuno We have now people like Google delaying Gemini 3.5 Pro in terms of launch window. There’s stuff actually happening in the market where things are taking their own path. There’s uncertainty commercially, there’s uncertainty at regulation level. You have new players that have come out of nowhere that are making all these waves like Moonshot. We have all these… We had calculated probably a month and a half, 2 months ago, there had been 67 new frontier labs funded. All of these, we haven’t seen any much coming out of them. When some of this stuff starts coming out, will that also create disruptions in this market? Who knows? Bertrand Look at Thinking Machines, for instance. Thinking Machines led by the previous CTO of OpenAI, they released some pretty interesting open source models, actually. Very good quality for a first launch. Now it looks funny to say, but nearly on par with the top Chinese open source models. Nuno We have several investments in the space. humans& has made some recent announcements, which is quite interesting as well. We’ll see what actually happens in the market, but even more disruption probably will come in actual products in a form of product and commercial, on top of all the geopolitical mess that we discussed through the entire episode. If you’re an investor, how the hell do you underwrite an investment right now in early stage, mid-stage, late stage, et cetera? I think my answer is very carefully is how you underwrite it. Bertrand On your advice of being very careful to underwrite it, let’s not forget what happened to our boy wonder, Leopold Aschenbrenner of Situational Awareness. I guess he didn’t listen to you in terms of being careful because part of the instability in the stock market was actually coming from his hedge fund. These guys were leveraged 3, 4x going after the hottest of the hottest AI stocks, and margin calls, and all their public investment is gone just to answer their margin calls. I think it’s clear that the AI bet is… Personally, I’m very excited, and I think it’s the future, and you need to spend time and think about and invest in it. At the same time, it’s a bet that is not an easy one to follow. We go from GPUs to memories to equipments to power generation. All of this is not transitioning in an easy, organized manner. It would be boom and bust going there. He’s probably one of the first big-scale fatalities. The other big-scale fatality was the stock market in Korea, plunging 40% in a month. Definitely, all of that we discussed about was, on the background, you had the stock market going up and down pretty crazily the past few weeks. Nuno Everyone’s being affected. Everyone, you have your 401(k), you have your pension fund dependent on these equity stocks. Everyone’s seeing the effects of this volatility right now very aggressively. We do wish Leopold… Hopefully he’s on honeymoon right now because he got married, I think, this weekend. Hopefully there will be… Bertrand To none less than an Anthropic Chief of Staff. Nuno His wife is the Chief of Staff of Dario, is that it? Bertrand To Dario, yes, as far as I unders

This episode focuses on the seismic changes AI has brought to business, and what happens when the very foundation a company builds is suddenly available to everyone almost for free. Three years ago, Sembly AI's Artem Koren predicted that artificial intelligence would become the new “building material” for the enterprise, like carbon fiber for modern aviation. What he didn't foresee: within 18 months, that material would be commoditized, and everything his team had engineered over four painstaking years transcription engines, smart meeting bots would be accessible out of the box. A key theme that emerged was what truly makes a product defensible and valuable in a landscape where the raw tech is no longer enough. The discussion explored the nitty-gritty difference between a “good enough” AI-generated deliverable and one that can genuinely bear your company's name. Several points were raised, including the pitfalls of generic outputs, where consistency comes from, and why context and brand are the new moats. Expect insights about the future of work, what AI should (and shouldn't) be trusted with, and lessons learned from missteps in both pricing and product design. If you've ever wondered what you can really put your name on in the age of AI, this episode is for you. Some topics we explore in this episode include: AI's shift from premium technology to a commodity is reshaping business value.How Sembly AI's pivot from transcription to client-ready documents brought operational challenges and new lessons.The impact of widespread access to core AI on competition and innovation.What happens when cheap, universally available AI services like transcription disrupt business strategies.Why true product value now depends on branding, context, and completeness, not just the underlying AI.The challenge of building high-quality client deliverables with AI and overcoming platform shortcomings.How smaller players are carving out a niche against AI giants like Microsoft and OpenAI.Why consistency, repeatability, and data traceability are critical for professional AI use.The debate between usage-based versus subscription pricing models for AI products.The importance of ethical boundaries, privacy, and consent when deploying AI in sensitive business decisions.

Season 7 of Problem Solved kicks off with Guy Primus, an industrial engineer whose career has taken him from technology and business to Hollywood, virtual reality, entrepreneurship and AI.Primus joins Problem Solved to talk about the systems-thinking mindset that has connected his unconventional career and why defining the right problem may be more important than solving it. He shares how an early lesson from Georgia Tech professor Don Ratliff helped him understand the possibilities of industrial engineering, and how those same skills later influenced his work at companies including Microsoft, Starbucks and in the entertainment industry.  The conversation explores the intersection of creativity and engineering, using AI to accelerate innovation, understanding the human side of technology, and finding opportunities to apply analytical thinking in unexpected places. Primus also reflects on entrepreneurship, leadership and the importance of combining what you're good at with what genuinely interests you. Learn more about The Institute of Industrial and Systems Engineers (IISE)Problem Solved on LinkedInProblem Solved on YouTubeProblem Solved on InstagramProblem Solved on TikTokProblem Solved Executive Producer: Elizabeth GrimesInterested in contributing to the podcast or sponsoring an episode? Email egrimes@iise.org

In this episode, Bart welcomes Dr. Julie Morris to explore why psychological safety is so closely tied to employee engagement and high-performing teams. Julie shares her journey from earning a ThD in ethics at Duke to working in technology and ultimately at Glint, Microsoft's employee engagement platform, where her work led her to explore psychological safety and what it looks like in practice. Drawing on that experience, Julie discusses the six pillars of employee engagement and explains how psychological safety is woven throughout them. She also shares insights from the psychological safety program she developed for managers, including three practical strategies leaders can use to foster it on their own teams. Along the way, Julie and Bart challenge common misconceptions about psychological safety and explore how leaders can create an environment where people feel comfortable speaking up, taking risks, and asking questions. At a time when people are asking more of their managers and leaders are looking for ways to create more engaged workplaces, this is an invaluable listen. Connect with Julie on LInkedIn here: https://www.linkedin.com/in/juliermorris/ Show Notes: 00:27 Show intro 01:04 Introducing Dr. Morris 02:07 Bart introduces the idea of psychological safety 02:36 Definition of psychological safety 03:09 Stats on psychological safety 05:03 Julie talks about her career path 05:44 What she was doing at Microsoft 06:52 What she discovered in the research at Microsoft 07:57 Psychological safety survey 08:15 If your org scores low on P.S., how do you improve? 09:38 Psychological safety - similar indicators as 'belonging' 10:29 What can managers do to foster this? 11:03 How did the program they developed work? 11:51 Experiences rolling out the program at Microsoft 12:09 Tapping into leaders' anxieties 13:17 Are people looking for managers with these skills? 14:18 What do people learn in this psych safety program? 14:43 Negative reactivity - characterized by knee-jerk reactions 15:18 Shutting people down 17:24 Were managers willing to change? 18:46 Adapting these strategies to your managerial style 19:56 Bart introduces example scenario of tough environment 21:20 Give yourself a buffer to cool down 22:34 Tip 2: Listen without agenda 23:27 Schedule regular check-ins 25:39 All that small talk really helps! 26:37 Beginning of timing/misalignment 27:06 Tip 3: Model the vulnerability you hope to see 28:03 If you want your team to take risks, show them vulnerability 28:32 What is the distinction between weakness and vulnerability? 30:23 How do you model vulnerability? 33:56 Bart recaps 3 points 34:17 Common misconceptions about psychological safety 34:40 "It's not my job to be your mom" 36:17 "I'm just not a believer in all this touchy-feely stuff" 38:32 Final advice 38:46 Stick with it! 39:23 Thank yous 39:34 Outro

Affiliation TopAchat :Ils me font confiance et vice versa

GTA6 has been leaking like a sieve. Why are people even excited for this?People love monsters. Is it because they provide an outsider view of society, or is there something else going on?A study has suggested that Australia is the most resilient country to anything from global thermonuclear war to another pandemic. So where the bloody hell are you?***We enjoyed a nice drink of Rez which you can get a 10% discount when you type NERDS at the checkout from the Rez website at www.drinkrez.com ***Resources MentionedThe GTA 6 Saga (Take-Two Interactive files subpoenas against Microsoft, Discord, and X amid ongoing GTA 6 leaks | GamesIndustry.biz)Australia can survive…..THE APOCALYPSE (No Place to Hide? Regional Resilience and Vulnerability to Global Catastrophic Risk - Jehn - 2026)Why do we love monsters? (Why We Love Monsters, Metaphorical and Otherwise)Full Show Notes : https://docs.google.com/document/d/1gcYaqUlxZpB2o-cuiO76TNf9HtHad6spFuAHsAiXkjE/edit?usp=sharing***If you'd like to be featured on the show, send us an email: Nerds.Amalgamated@gmail.comFollow us on: Facebook || Twitter || TwitchJoin the Community on Discord: https://discord.gg/cb9G4sVCPkAnd watch us on YouTube: Nerds Amalgamated - YouTube

Extra! Extra! Hacker kidnaps GTA6 development build! Holds game hostage for meme coin ransom. Conspiracies abound! Could developer Rockstar be behind the leaks themselves as a part of an elaborate marketing strategy? Probably not, since they have subpoenaed Microsoft and Discord in an attempt to capture the game thieves. Jake, Liv, and Julian investigate this latest IRL videogame heist Subscribe for $5 a month to get all the premium episodes: www.patreon.com/qaa Check out our new podcast series network Cursed Media! All episodes of Spectral Voyager Season 2 are out now! Binge the entirety of Truly Tradly Deeply by Annie Kelly and Megan Kelly as well as Science in Transition by Liv Agar and Spencer Barrows: cursedmedia.net Produced by Liv Agar & Corey Klotz. Theme by Nick Sena. Additional music by Pontus Berghe and Jake Rockatansky. Theme Vocals by THEY/LIVE (instagram.com/theyylivve / sptfy.com/QrDm). Cover Art by Pedro Correa: (pedrocorrea.com) qaapodcast.com QAA was known as the QAnon Anonymous podcast.

The GTA 6 Netflix gameplay reveal, Star Wars Zero Company, Plaque's Tale Resonance, Mortal Shell 2, Gamescom 2026 and more are discussed in episode 205 of The Gaming illuminaughty podcast.

The EU calls ChatGPT a Very Large Search Engine Platform; also, it's Tim Cook's last day, and Microsoft leans back towards physical media for Xbox.Starring Tom Merritt and Robb DunewoodShow notes can be found here. Hosted on Acast. See acast.com/privacy for more information.

Plus: IPO documents show Softbank-backed data center venture issued perks to land OpenAI. And SLB acquires data-center cooling company Kelvion for $4.1 billion. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aaron Katz is the Co-Founder and CEO of ClickHouse, the real-time analytics database powering companies including OpenAI, Anthropic, Tesla and Microsoft. ClickHouse just surpassed $350M in ARR and raised over $1B from investors including Dragoneer, Khosla Ventures, Coatue, 20VC and Benchmark. Previously, Aaron was CRO at Elastic, where he helped scale revenue from approximately $5M to $500M and led the company through its IPO. Before Elastic, he spent 12 years at Salesforce, working alongside Marc Benioff and helping transform it from a 200-person startup into a global software giant. AGENDA: 4:05 Are we in an AI bubble? 13:40 How does software change when agents—not humans—make buying decisions? 22:28 Will 90% of tokens flow through open models; can enterprises trust them? 31:09 Why did ClickHouse sponsor Fulham; and could sports teams become $20B assets? 35:49 When will ClickHouse hit $1B ARR?  38:31 Can startups still win elite talent from OpenAI? Biggest remote work mistake? 44:54 Is zero-to-$100M ARR now table stakes; or is durable growth what matters? 48:51 Is college still worth it;  which jobs will survive AI? 57:58 When will ClickHouse go public; and why not next year?  

In this episode of the Crazy Wisdom Podcast, host Stewart Alsop sits down with TJ Marbois, founder of Tobiko, for a wide-ranging conversation that spans LLMs, data sovereignty, knowledge management tools like Obsidian, and Terence McKenna's ideas about an increasingly weird future. They explore how AI is simultaneously centralizing power through data control while decentralizing software development capabilities, allowing more people to build their own tools and escape big tech ecosystems. Drawing on his experience at Apple's special projects group (the team that built the iPod and later iPhones), TJ discusses his vision for personal AI assistants—what he calls the "R2-D2 belongs to you" principle—where advanced technology serves individuals rather than corporations. The conversation touches on everything from quantum encryption and local manufacturing with ESP32 microcontrollers to the economics of future society, biometric data unions, and why distributed trust matters more than ever as we approach what both describe as an increasingly strange technological inflection point. Visit Tobiko's site at tobiko-pbc.ghost.ioTimestamps00:00 Stewart introduces TJ Marbois from Tobiko, discussing LLMs, data sovereignty, knowledge management, and the tension between centralization and decentralization in AI05:00 TJ explains the R2-D2 belongs to you concept and why personal AI assistants need maternal alignment, caring about humans like mothers care for children10:05 Discussion of how LLMs will shrink and improve while emphasizing the sentient loop concept for building loyal personal AI agents rather than corporate controlled systems15:00 Exploring digital nervous systems for humanity, social networks as infrastructure, and humans as cavemen with iPhones navigating unprecedented technological complexity20:00 TJ discusses data unions for sovereign data ownership, inverting insurance models where AI helps extend healthspan, and maximizing truth seeking through collective data25:30 Money as social construct, crypto enabling value system reengineering, and working toward Star Trek's post scarcity replicator economy from the ground up30:40 Capital formation challenges, corporatism versus true capitalism, and pessimism about current systems reaching limits while seeking new models35:00 Solar power democratization, ESP32 microcontrollers enabling local manufacturing, and the replicator future through distributed maker communities and open source robotics40:00 Science fiction as roadmap, Isaac Asimov and Arthur C Clarke warnings, and building collaborative futures rather than centrally controlled dystopias with useless eaters45:00 Encyclopedia to LLM transition, information quality concerns, local training importance, and NVIDIA's incentive to put GPUs everywhere for personal AI agents50:00 Corrupted financial incentives, protecting vulnerable people from technological exploitation, and benevolent technologists building systems that honor humanity and children55:00 Hardware validation for owned robots, Starlink dependencies, assembly language abstraction toward natural language programming, and preventing AI escape scenarios58:00 Tobiko as AI toy company building sentient loop interactions similar to Xerox PARC GUI moment, emphasizing maternal AI alignment and cross cultural human collaborationKey Insights1. The concept of R2D2 belonging to you represents a critical vision for the future of artificial intelligence and personal technology. When thinking about robots and AI assistants that follow us around and know everything about us, the question of ownership becomes paramount. These systems will know incredibly intimate details about our lives, from our health data to our daily habits, and if they are controlled by centralized corporations or governments rather than individuals, we lose fundamental sovereignty over our own information. The science fiction of Star Wars and Star Trek provides roadmaps for how we should think about these technologies, showing us both the positive possibilities and the warnings we need to heed about centralized control.2. Local AI models and distributed computing represent a pathway to technological sovereignty that is becoming increasingly viable. While large language models currently run primarily in centralized data centers, the technology is rapidly advancing toward a future where powerful models can run locally on personal computers and devices. This shift is crucial because it means individuals can have full control over their AI assistants without relying on API calls to external servers. Combined with open source infrastructure and open weight models, this creates the foundation for truly personal AI that cannot be controlled or monitored by external parties, whether corporations or governments.3. Data unions and collective data ownership offer an alternative model to current centralized data collection practices. Rather than having individual data harvested by large tech companies who profit from it, the concept of data unions suggests people could collectively pool their data for specific beneficial purposes while maintaining ownership and control. For example, in healthcare, millions of people could share anonymized biometric data to train medical AI systems that are incentivized to keep people healthy rather than treat them when sick, inverting the current insurance model to align incentives with actual health outcomes rather than profit from illness.4. The democratization of manufacturing and robotics through accessible technologies like ESP32 microcontrollers and local fabrication tools is creating new possibilities for distributed production. Just as desktop printers seemed impossible to early printers who controlled book production, we are approaching an era where individuals and small communities can manufacture sophisticated electronic devices and robots locally. This includes the ability to use language models to generate code for microcontrollers, order custom PCBs, and use desktop machines for component placement. While high quality manufacturing will still require larger operations, this gradiation of capability allows for much more local innovation and reduces dependence on centralized manufacturing.5. The concentration of power in technology, finance, and industry has reached levels that are unhealthy for both society and even for those who hold the power. When profit and control become too concentrated in the hands of a few entities, it creates a cancerous dynamic that threatens the stability of the entire system. History shows us warnings about the military industrial complex and other concentrated power structures, and now we are seeing similar patterns emerge in the tech industry. The solution requires building technology from the ground up that empowers individuals and communities, focusing on basics like food production, energy generation, and local manufacturing rather than increasing dependence on centralized systems.6. The provenance and quality of information is becoming a critical challenge as AI systems become more sophisticated and reality itself becomes harder to verify. We are rapidly approaching a point where video calls and digital interactions will be indistinguishable from AI generated fakes, which is why figures like Sam Altman have invested in systems like Worldcoin to verify human identity. However, this verification capability should not be centralized in the hands of single companies. End to end encryption and quantum encryption technologies need to be preserved and expanded to allow humans to communicate and verify information peer to peer without centralized intermediaries who could manipulate or control the flow of information.7. The future of human computer interaction is evolving toward sentient loop systems where machines have sensory input, real time learning, context understanding, and continuous operation in service of human needs. Self driving cars represent the first widespread consumer facing example of this architecture, with onboard computers that must function independently while occasionally connecting to networks. The critical question is whether these systems will be aligned to benefit their human users like a caring mother as AI pioneer Geoffrey Hinton suggests, or whether they will be controlled by centralized powers. The technologists building these systems have a responsibility to be benevolent and build structures that serve humanity rather than concentrate power, helping to create a future more like Star Trek than Terminator.

Tara Seshan leads product for Codex and ChatGPT Work at OpenAI (alongside previous podcast guest Andrew Ambrosino, who's her engineering manager). Before OpenAI, Tara spent over six years at Stripe, where she joined as one of the first five product managers. She went on to lead product for Watershed, which Time magazine named one of the best inventions of 2022, and she is also a founder and Thiel Fellow. Most personally meaningful to me: Tara is one of the three inaugural Lenny's Newsletter Fellows, a program I ran a couple of years ago to spotlight the most exciting up-and-coming product leaders.In our in-depth conversation, we discuss:1. The shift from “rowing” to “steering,” and why human judgment and ambition will become differentiators as AI takes on execution2. How OpenAI thinks about building for model capabilities two to three months out3. OpenAI's best internal memes, such as “Is this maximally accelerated?” and “Are you mainlining it yet?”4. Why ambition is the new bottleneck for companies, and why elevating others' ambitions is now the key part of the PM job5. Writing as thinking vs. writing as reporting—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and moreMercury—Radically different banking, now with Command—Where to find Tara Seshan:• X: https://x.com/tarstarr• LinkedIn: https://www.linkedin.com/in/tarstarr• Newsletter: https://substack.com/@taraseshan—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction(02:18) What makes OpenAI's culture so different(06:42) Why AI product strategy is all about fast experimentation(09:02) How the PM role is changing(10:50) The shift from rowing to steering(15:35) What changes when agents become coworkers(20:05) Why ambition matters more than ever(26:39) Building products for models that do not exist yet(29:21) How ChatGPT's Chat and Work modes differ(34:01) How OpenAI ships so quickly at scale(39:14) The vibe shift happening inside Codex(42:20) Why traditional roles are beginning to blur(45:59) Where humans will continue to provide unique value(48:20) How Tara uses AI in her own work(51:38) The magic of the /visualize command(52:39) Writing to think versus writing to report(57:10) How to use AI without losing your ability to think(01:00:15) Tara's biggest lesson from Sutter Hill(01:04:16) ChatGPT's site output(01:05:01) Why knowledge work is becoming more like coding(01:07:55) Lightning round and final thoughts—Referenced:• Codex: https://chatgpt.com/codex• ChatGPT Work: https://openai.com/chatgpt-work• Stripe: https://stripe.com• Watershed: https://watershed.com• Thiel Fellowship: https://thielfellowship.org• Meet your Lenny's Newsletter Fellows: https://www.lennysnewsletter.com/p/meet-your-lennys-newsletter-fellows• The rituals of great teams | Shishir Mehrotra of Coda, YouTube, Microsoft: https://www.lennysnewsletter.com/p/the-rituals-of-great-teams-shishir• The nature of product | Marty Cagan, Silicon Valley Product Group: https://www.lennysnewsletter.com/p/the-nature-of-product-marty-cagan• Product management theater | Marty Cagan (Silicon Valley Product Group): https://www.lennysnewsletter.com/p/product-management-theater-marty• Patrick Collison's examples of fast projects: https://patrickcollison.com/fast• Inside ChatGPT: The fastest-growing product in history | Nick Turley (Head of ChatGPT at OpenAI): https://www.lennysnewsletter.com/p/inside-chatgpt-nick-turley• Andrew Ambrosino on X: https://x.com/ajambrosino• Tyler Cowen's website: https://tylercowen.com• OpenAI's CPO on how AI changes must-have skills, moats, coding, startup playbooks, more | Kevin Weil (CPO at OpenAI, ex-Instagram, Twitter): https://www.lennysnewsletter.com/p/kevin-weil-open-ai• “Chop wood, carry water” quote: https://buddhism.stackexchange.com/questions/15921/what-is-the-meaning-of-the-zen-quote-before-enlightenment-chop-wood-carry-wat• 4 questions Shreyas Doshi wishes he'd asked himself sooner | Former PM leader at Stripe, Twitter, Google: https://www.lennysnewsletter.com/p/shreyas-doshi-live• Alan Kay: https://en.wikipedia.org/wiki/Alan_Kay• Brie Wolfson on X: https://x.com/zebriez• The playbook for building high-talent-density teams | Adam Ward, Head of Talent at Cursor: https://www.lennysnewsletter.com/p/the-playbook-for-building-high-talent• Building product at Stripe: craft, metrics, and customer obsession | Jeff Weinstein (Product lead): https://www.lennysnewsletter.com/p/building-product-at-stripe-jeff-weinstein• Sutter Hill Ventures: https://shv.com• Snowflake: https://www.snowflake.com• Mike Speiser on LinkedIn: https://www.linkedin.com/in/mikespeiser• Footnotes and Tangents: https://footnotesandtangents.substack.com• The Power Broker Book Club: https://www.robertcaro.org/copy-of-six-books-six-ny-times-book• The Odyssey: https://www.imdb.com/title/tt33764258• Rashomon: https://www.imdb.com/title/tt0042876• Akira Kurosawa: https://en.wikipedia.org/wiki/Akira_Kurosawa• Kevin Kwok on LinkedIn: https://www.linkedin.com/in/kevinakwok• The Work You Do, the Person You Are: https://www.newyorker.com/magazine/2017/06/05/toni-morrison-the-work-you-do-the-person-you-are• Ari Weinstein on X: https://x.com/AriX• Sky: https://sky.app• Dylan Field live at Config: Intuition, simplicity, and the future of design: https://www.lennysnewsletter.com/p/dylan-field-live-at-config—Recommended books:• Barbarian Days: A Surfing Life: https://www.amazon.com/dp/0143109391• Anna Karenina: https://www.amazon.com/Anna-Karenina-LEO-TOLSTOY/dp/8175993421• The Power Broker: https://www.amazon.com/dp/0394720245• War and Peace: https://www.amazon.com/War-Peace-Leo-Tolstoy/dp/8175992832• Wolf Hall: https://www.amazon.com/dp/0312429983—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com