Podcasts about microsoft build

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Welcome to Episode 430 of the Microsoft Cloud IT Pro Podcast, where Scott and Ben dig into Microsoft Scout, the new desktop AI application announced at Microsoft Build. They walk through the real onboarding experience on both Mac and Windows, the licensing maze and admin controls needed to activate it, and how Scout’s architecture ties together models, automations, and integrations like MCP, GitHub Copilot, and Work IQ. Along the way they cover the model selector and personality options (everything from professional to sarcastic teenager), the automations and heartbeats that run on schedules to update you on industry news, monitor workflows, and manage meetings, and the limitations and workarounds around skills, session management, and local file access. They also sort out where Scout overlaps with and differs from Microsoft 365 Copilot and GitHub Copilot, how to rationalize all three for ROI, and what token-based, consumption-based pricing means for enterprise AI strategy. Whether you’re a pilot user or just AI-curious, this episode cuts through the hype to show why Scout’s local-first approach is a game-changer for MCP workflows, custom skills, and offline automation, and what it actually takes to adopt Scout as your desktop AI hub. Hosted by Scott and Ben, two industry veterans passionate about AI and automation, it delivers practical, actionable insights for technical leaders, developers, and productivity enthusiasts. Join us as we unravel Scout’s potential to redefine your desktop AI experience, because knowing how to navigate its complexities now can save you time and money tomorrow. Show Notes Introducing Microsoft Scout: Your always-on personal agent Microsoft Scout (Frontier) documentation Announcing the new Work IQ APIs Work IQ: Production‑ready intelligence for every agent Get started with Microsoft Scout Admin access overview for Microsoft Scout Microsoft Scout — Automations, Memory, Heartbeats Sponsors TrustedTech is a leading Microsoft Cloud Solution Provider (CSP) specializing in Microsoft Cloud services, Microsoft perpetual licensing, and Microsoft Support Services for medium and enterprise-sized businesses. Their robust team of in-house, U.S.-based Microsoft architects and engineers are certified in all 6/6 Microsoft Solutions Partner Designations in the Microsoft Cloud Partner Program. M365 Licensing Consultation M365 Tenant Assessment Copilot Readiness Assessment ShareGate is your migration and governance solution for Microsoft 365. ShareGate helps your teams simplify tenant migrations, get Copilot-ready, and take control of Microsoft 365 governance. Nasuni is a leading unstructured data platform for enterprises where file data is mission-critical for both people and AI. Nasuni powers the operational file layer where work happens — helping organizations manage, protect, and activate data so teams can work smarter, reduce costs, and operate securely without limits. Intelligink — Would you like to become the irreplaceable Microsoft 365 resource for your organization? Let us know!

News and Updates: Religious Exemption from AI at Work: A North Carolina software engineer secured a faith-based workplace exemption from using AI, citing her Unitarian Universalist beliefs. Employment lawyers warn Pope Leo's encyclical could trigger a wave of similar requests, and employers who dismiss them risk Title VII discrimination lawsuits. Estonia Gives Students ChatGPT: Estonia distributed free, customized ChatGPT accounts to nearly 20,000 high school students, using a Socratic version that refuses to complete homework for them. Stanford and OpenAI are measuring the cognitive impact, with early results expected later this year. Amazon AI Shopping Search: Amazon's updated app now generates AI images of clothing and home goods as you describe them in the search bar, helping users find real products that match what they're envisioning — similar to a feature Google launched in AI Mode last year. Anthropic Engineers Inside the NSA: The Financial Times reported Anthropic embedded roughly six engineers inside the NSA to deploy its Mythos cyber model for offensive operations — the same model it calls too dangerous to release publicly — while simultaneously suing the Pentagon over military use of its other AI models. Microsoft Build 2026 Highlights: OpenClaw stole the show with a live demo proving new Microsoft Execution Container guardrails successfully blocked an AI agent from deleting user files. Microsoft unveiled an agent-first PC vision called Project Solara, with Jensen Huang declaring the PC has evolved from a personal computer to a personal AI. Microsoft MAI Models Disappoint: Microsoft launched four new in-house AI models at Build 2026 — covering reasoning, image generation, transcription, and voice — but independent testing found none outperform competitors, with Claude and Gemini still leading across every category tested.

This episode starts with a recap of the biggest

Last year, there were 1 billion commits on GitHub. This year, Kyle Daigle expects that number to exceed 14 billion, a two-component explosion caused by more humans—and their agents—issuing pull requests. In March alone, 17 million pull requests on GitHub were created by agents.Daigle is the COO of GitHub and Microsoft's chief marketing officer for developer products. He's been at GitHub for 13 years, and is paying close attention to how AI is expanding the platform's user base. Along with agents, legal, sales, and marketing professionals are building apps with the GitHub Copilot app. The line between developer and non-developer is disappearing.On this episode of AI & I, guest host Mike Taylor sat down with Daigle at Microsoft Build to discuss how GitHub is building infrastructure for an agent-native world: agentic code review, model routers that automatically select the right model for the task, and a philosophy that the most durable advantage in this market is developer choice.If you found this episode interesting, please like, subscribe, comment, and share!Want even more?To hear more from Mike Taylor:Subscribe to Every: https://every.to/subscribeFollow him on X: https://x.com/hammer_mtTimestamps for YouTube:00:00:52: Introduction00:03:27: The agentic PR flood00:04:33: GitHub's approach to helping open-source maintainers manage the surge00:06:15: What 14 billion commits means for code quality00:08:03: Moving from per-seat licensing to usage-based pricing00:09:45: Kyle's dual role as GitHub COO and Microsoft's chief marketing officer for developers00:13:03: Developer choice as competitive moat00:14:57: How to balance dogfooding your own tools with staying honest about the competition00:19:45: Hill climbing, frontier tuning, and solving the model-routing problem00:24:45: Kyle's agentic communication hackLinks to resources mentioned in the episode:Kyle Daigle on X: https://x.com/kdaigleMike Taylor on Every: https://every.to/@mike_2114Mike's piece on building an AI version of Kyle Daigle: https://every.to/also-true-for-humans/i-interviewed-an-ai-version-of-github-s-coo-then-spoke-to-the-real-oneGitHub Copilot: https://github.com/features/copilot

Live from Microsoft Build, Corey Noles sits down with Scott Hanselman for a hands-on Neuron LIVE episode about AI-augmented software development, how it differs from just "vibe coding", and the surprisingly practical things people can now build with tools like GitHub Copilot and more.Scott is one of the best technical explainers in software: a longtime Microsoft and GitHub developer, teacher, speaker, author, blogger, and podcaster who has helped millions of developers understand new technology without making it feel impossible to learn.This episode turned into a live demo tour of what AI coding can already do, led by Scott's own use-cases. Corey and Scott walked through a series of examples showing how AI can help people build useful apps, prototypes, workflows, and small tools from everyday ideas, including Scott's own vibe-coded tools Baby Smash (https://www.babysmash.com/), which lets babies press random buttons for fun shapes and sounds, and Tiny Tool Town (https://www.tinytooltown.com/), which showcases random, cool tools Scott found around the web. But in the coolest demo of all, Scott shows how to take an open source tool and create software a personal blood sugar tracking app for his own diabetes management. If that doesn't get your idea blood flowing for what you can do with AI, we don't know what will! https://www.theneuron.ai/

In this episode, Michael and Sarah interview a man who needs no introduction, John Savill, the CTO of America's Markets and Industries at Microsoft. In this episode, John talks about a few security items that are top of mind for him, and what he is hearing from customers. We also covered news from Microsoft Build, Michael's new book, as well as the latest post-quantum crypto news.https://aka.ms/azsecpod

Today, a look at markets testing the lows again yesterday, but trying to put in a rally ahead of a huge market event tomorrow that could define where this market heads next in what could prove an either-or moment. Elsewhere, interesting market reaction to Oracle's earnings report after the close, and super-critical support levels have come into play for the gold price, which faces its own either-or moment technically and thematically as the USD remains strong. Lots more on macro and FX and more in today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links In "The abundance illusion" noted oil industry analyst Jeff Currie notes the risks the oil market (and the wider global economy) faces this summer as seasonal demand rises inexorably while oil has yet to begin meaningfully flowing through the strait of Hormuz again. Also, he notes China's "New Joule Order" which has its own tremendous implications as the country puts its energy system resilience on display. HT to FTAlphaville for another great link today, this one to a Kardamow substack article that discusses the same concerns Currie discusses in the above link, with some more data specifics. An FT Article looks at US attempts to piece together a "dark transit" system for oil tankers to transit the Hormuz Strait via a narrow and risk shipping lane that hugs the Omani coast. Stratechery.com has a much more positive take on Apple's AI strategy with Siri than the market's very negative assessment in recent days, in a piece it calls The iPhone's Last Stand. This year's Microsoft Build conference is seeing the company's Project Solara announcement, the company's attempt to envision a new operating system and network of new devices, among other things, aimed at addressing the transition to the agentic AI era. The Verge discusses this as well as Microsoft's broader AI strategy. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

If you think code is safe from automation, think again. This week's discussion tackles why the rise of vibe coding and AI-powered tools could upend long-held beliefs about software development, with even seasoned pros rethinking their roles. Also, a new C++ documentary is worth watching! Windows After a weekend of Build session viewing, two big takeaways! Vibe coding native Windows apps and a new reactive dev model for WinUI will help to make modern app dev easier for everyone A new theory emerges: The real reason Microsoft is fixing Windows 11 is that it needs this foundation for a future of hybrid AI agents. And hybrid means more than just local + cloud. Patch Tuesday is here! As promised, Microsoft fixed a record number of security issues thanks to AI 24H2/25H2: Shared audio, more NPU in Task Manager, multi-app camera support, user folder name choice in OOBE, more 26H1: Xbox Mode, Drop tray, etc. Windows Insider Program: New 26H1 Beta channel added for some reason Dell now sells a Windows Hello ESS-compatible wired mouse AI WWDC 2026: Apple announced vibe-coding advances for normal users (Safari extensions) and developers (Xcode). Paul used Xcode and Claude Code to create a full-featured Markdown editor app in about 12-15 minutes. Google drops the price of AI Plus plan to $4.99 per month, raises storage to 400 GB and announces new NotebookLM capabilities Proton Drive is coming to Linux, has a new SDK, and now has a new CLI too. We're going to need a CLI section in the show notes. XBOX and gaming Microsoft Games Showcase: It needed to be a big day for Xbox and it was Microsoft showed off Halo: Campaign Evolved, Gears of War E-Day, Fable, and a lot more Some games will be console-exclusive in the future, starting with the new Gears Microsoft will sell a limited edition Xbox Series X25 later this year Xbox leadership is exploring new business models for the next console - Game Pass lost "millions" of subscribers after last year's price hikes Xbox Insider update adds a new way to discover mutual friends, more Valve says the Steam Machine and Steam Frame will ship this summer Tips and picks Tip of the week: Windows 11 Field Guide is being updated to 2026 edition App pick of the week: Brave Origin RunAs Radio this week: How Machine Learning Fails with Megan Robertson Brown liquor pick of the week: Thy Bøg 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: helixsleep.com/windows zscaler.com/security trustedtech.team/windowsweekly365

If you think code is safe from automation, think again. This week's discussion tackles why the rise of vibe coding and AI-powered tools could upend long-held beliefs about software development, with even seasoned pros rethinking their roles. Also, a new C++ documentary is worth watching! Windows After a weekend of Build session viewing, two big takeaways! Vibe coding native Windows apps and a new reactive dev model for WinUI will help to make modern app dev easier for everyone A new theory emerges: The real reason Microsoft is fixing Windows 11 is that it needs this foundation for a future of hybrid AI agents. And hybrid means more than just local + cloud. Patch Tuesday is here! As promised, Microsoft fixed a record number of security issues thanks to AI 24H2/25H2: Shared audio, more NPU in Task Manager, multi-app camera support, user folder name choice in OOBE, more 26H1: Xbox Mode, Drop tray, etc. Windows Insider Program: New 26H1 Beta channel added for some reason Dell now sells a Windows Hello ESS-compatible wired mouse AI WWDC 2026: Apple announced vibe-coding advances for normal users (Safari extensions) and developers (Xcode). Paul used Xcode and Claude Code to create a full-featured Markdown editor app in about 12-15 minutes. Google drops the price of AI Plus plan to $4.99 per month, raises storage to 400 GB and announces new NotebookLM capabilities Proton Drive is coming to Linux, has a new SDK, and now has a new CLI too. We're going to need a CLI section in the show notes. XBOX and gaming Microsoft Games Showcase: It needed to be a big day for Xbox and it was Microsoft showed off Halo: Campaign Evolved, Gears of War E-Day, Fable, and a lot more Some games will be console-exclusive in the future, starting with the new Gears Microsoft will sell a limited edition Xbox Series X25 later this year Xbox leadership is exploring new business models for the next console - Game Pass lost "millions" of subscribers after last year's price hikes Xbox Insider update adds a new way to discover mutual friends, more Valve says the Steam Machine and Steam Frame will ship this summer Tips and picks Tip of the week: Windows 11 Field Guide is being updated to 2026 edition App pick of the week: Brave Origin RunAs Radio this week: How Machine Learning Fails with Megan Robertson Brown liquor pick of the week: Thy Bøg 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: helixsleep.com/windows zscaler.com/security trustedtech.team/windowsweekly365

If you think code is safe from automation, think again. This week's discussion tackles why the rise of vibe coding and AI-powered tools could upend long-held beliefs about software development, with even seasoned pros rethinking their roles. Also, a new C++ documentary is worth watching! Windows After a weekend of Build session viewing, two big takeaways! Vibe coding native Windows apps and a new reactive dev model for WinUI will help to make modern app dev easier for everyone A new theory emerges: The real reason Microsoft is fixing Windows 11 is that it needs this foundation for a future of hybrid AI agents. And hybrid means more than just local + cloud. Patch Tuesday is here! As promised, Microsoft fixed a record number of security issues thanks to AI 24H2/25H2: Shared audio, more NPU in Task Manager, multi-app camera support, user folder name choice in OOBE, more 26H1: Xbox Mode, Drop tray, etc. Windows Insider Program: New 26H1 Beta channel added for some reason Dell now sells a Windows Hello ESS-compatible wired mouse AI WWDC 2026: Apple announced vibe-coding advances for normal users (Safari extensions) and developers (Xcode). Paul used Xcode and Claude Code to create a full-featured Markdown editor app in about 12-15 minutes. Google drops the price of AI Plus plan to $4.99 per month, raises storage to 400 GB and announces new NotebookLM capabilities Proton Drive is coming to Linux, has a new SDK, and now has a new CLI too. We're going to need a CLI section in the show notes. XBOX and gaming Microsoft Games Showcase: It needed to be a big day for Xbox and it was Microsoft showed off Halo: Campaign Evolved, Gears of War E-Day, Fable, and a lot more Some games will be console-exclusive in the future, starting with the new Gears Microsoft will sell a limited edition Xbox Series X25 later this year Xbox leadership is exploring new business models for the next console - Game Pass lost "millions" of subscribers after last year's price hikes Xbox Insider update adds a new way to discover mutual friends, more Valve says the Steam Machine and Steam Frame will ship this summer Tips and picks Tip of the week: Windows 11 Field Guide is being updated to 2026 edition App pick of the week: Brave Origin RunAs Radio this week: How Machine Learning Fails with Megan Robertson Brown liquor pick of the week: Thy Bøg 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: helixsleep.com/windows zscaler.com/security trustedtech.team/windowsweekly365

In this episode of The Neuron, Corey Noles sits down with Mustafa Suleyman, CEO of Microsoft AI, at Microsoft Build 2026 to unpack Microsoft's next AI chapter: seven new MAI models, a push toward in-house model development, and the idea of Humanist Superintelligence.Mustafa explains how Microsoft is thinking about AI that can reason, code, generate images, transcribe speech, and power real products—without turning the future into a vague AGI race. The conversation gets into what “humanist” means in practice, why Microsoft is building models from the ground up, how AI agents may reshape work, and what it takes to keep increasingly capable systems useful, controlled, and aligned with human goals.You'll learn why Microsoft is investing in its own model family, how MAI-Thinking-1 and MAI-Code-1-Flash fit into the stack, why Suleyman frames superintelligence around human control, and what builders and operators should watch as agents move into real workflows.Sponsored by BeyondTrustCheck it out at: https://www.beyondtrust.com/products/identity-security-insights/assessment?campid=701Vw00000drII6IAMSubscribe to The Neuron for practical AI conversations with the people building what comes next.

If you think code is safe from automation, think again. This week's discussion tackles why the rise of vibe coding and AI-powered tools could upend long-held beliefs about software development, with even seasoned pros rethinking their roles. Also, a new C++ documentary is worth watching! Windows After a weekend of Build session viewing, two big takeaways! Vibe coding native Windows apps and a new reactive dev model for WinUI will help to make modern app dev easier for everyone A new theory emerges: The real reason Microsoft is fixing Windows 11 is that it needs this foundation for a future of hybrid AI agents. And hybrid means more than just local + cloud. Patch Tuesday is here! As promised, Microsoft fixed a record number of security issues thanks to AI 24H2/25H2: Shared audio, more NPU in Task Manager, multi-app camera support, user folder name choice in OOBE, more 26H1: Xbox Mode, Drop tray, etc. Windows Insider Program: New 26H1 Beta channel added for some reason Dell now sells a Windows Hello ESS-compatible wired mouse AI WWDC 2026: Apple announced vibe-coding advances for normal users (Safari extensions) and developers (Xcode). Paul used Xcode and Claude Code to create a full-featured Markdown editor app in about 12-15 minutes. Google drops the price of AI Plus plan to $4.99 per month, raises storage to 400 GB and announces new NotebookLM capabilities Proton Drive is coming to Linux, has a new SDK, and now has a new CLI too. We're going to need a CLI section in the show notes. XBOX and gaming Microsoft Games Showcase: It needed to be a big day for Xbox and it was Microsoft showed off Halo: Campaign Evolved, Gears of War E-Day, Fable, and a lot more Some games will be console-exclusive in the future, starting with the new Gears Microsoft will sell a limited edition Xbox Series X25 later this year Xbox leadership is exploring new business models for the next console - Game Pass lost "millions" of subscribers after last year's price hikes Xbox Insider update adds a new way to discover mutual friends, more Valve says the Steam Machine and Steam Frame will ship this summer Tips and picks Tip of the week: Windows 11 Field Guide is being updated to 2026 edition App pick of the week: Brave Origin RunAs Radio this week: How Machine Learning Fails with Megan Robertson Brown liquor pick of the week: Thy Bøg 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: helixsleep.com/windows zscaler.com/security trustedtech.team/windowsweekly365

If you think code is safe from automation, think again. This week's discussion tackles why the rise of vibe coding and AI-powered tools could upend long-held beliefs about software development, with even seasoned pros rethinking their roles. Also, a new C++ documentary is worth watching! Windows After a weekend of Build session viewing, two big takeaways! Vibe coding native Windows apps and a new reactive dev model for WinUI will help to make modern app dev easier for everyone A new theory emerges: The real reason Microsoft is fixing Windows 11 is that it needs this foundation for a future of hybrid AI agents. And hybrid means more than just local + cloud. Patch Tuesday is here! As promised, Microsoft fixed a record number of security issues thanks to AI 24H2/25H2: Shared audio, more NPU in Task Manager, multi-app camera support, user folder name choice in OOBE, more 26H1: Xbox Mode, Drop tray, etc. Windows Insider Program: New 26H1 Beta channel added for some reason Dell now sells a Windows Hello ESS-compatible wired mouse AI WWDC 2026: Apple announced vibe-coding advances for normal users (Safari extensions) and developers (Xcode). Paul used Xcode and Claude Code to create a full-featured Markdown editor app in about 12-15 minutes. Google drops the price of AI Plus plan to $4.99 per month, raises storage to 400 GB and announces new NotebookLM capabilities Proton Drive is coming to Linux, has a new SDK, and now has a new CLI too. We're going to need a CLI section in the show notes. XBOX and gaming Microsoft Games Showcase: It needed to be a big day for Xbox and it was Microsoft showed off Halo: Campaign Evolved, Gears of War E-Day, Fable, and a lot more Some games will be console-exclusive in the future, starting with the new Gears Microsoft will sell a limited edition Xbox Series X25 later this year Xbox leadership is exploring new business models for the next console - Game Pass lost "millions" of subscribers after last year's price hikes Xbox Insider update adds a new way to discover mutual friends, more Valve says the Steam Machine and Steam Frame will ship this summer Tips and picks Tip of the week: Windows 11 Field Guide is being updated to 2026 edition App pick of the week: Brave Origin RunAs Radio this week: How Machine Learning Fails with Megan Robertson Brown liquor pick of the week: Thy Bøg 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: helixsleep.com/windows zscaler.com/security trustedtech.team/windowsweekly365

Mike & Tommy dive into Microsoft Build 2026, breaking down what the "agentic apps" announcement actually means for Power BI and Fabric teams—and whether this is a real architecture shift or just rebranded copilots.They weigh in on how Fabric Data Factory orchestration, Microsoft Databases, and Agent Skills change the day-to-day for BI developers and data engineers, and what governance guardrails teams need before anything touches production data.https://azure.microsoft.com/en-us/blog/microsoft-build-2026-building-agentic-apps-with-microsoft-fabric-and-microsoft-databases/https://community.fabric.microsoft.com/t5/Fabric-Updates-Blog/Orchestration-in-Fabric-Data-Factory-Build-2026-recap/ba-p/5185775Get in touch:Send in your questions or topics you want us to discuss by tweeting to @PowerBITips with the hashtag #empMailbag or submit on the PowerBI.tips Podcast Page.Visit PowerBI.tips: https://powerbi.tips/Watch the episodes live every Tuesday and Thursday morning at 730am CST on YouTube: https://www.youtube.com/powerbitipsSubscribe on Spotify: https://open.spotify.com/show/230fp78XmHHRXTiYICRLVvSubscribe on Apple: https://podcasts.apple.com/us/podcast/explicit-measures-podcast/id1568944083‎Check Out Community Jam: https://jam.powerbi.tipsFollow Mike: https://www.linkedin.com/in/michaelcarlo/Follow Tommy: https://www.linkedin.com/in/tommypuglia/

Au programme :WWDC – Siri AI: Apple rattrape son retard?…Build, par les devs pour les devsLe reste de l'actualitéInfos :Animé par Patrick Beja (Bluesky, Instagram, Twitter, TikTok).Co-animé par Cédric Ingrand (Twitter et Bluesky).Co-animé par Stéphane Le Boisselier (Instagram, Bluesky).Produit par Patrick Beja (LinkedIn) et Fanny Cohen Moreau (LinkedIn).Musique libre de droit par Daniel BejaLe Rendez-vous Tech épisode 669 – WWDC: service minimum chez Apple – Apple Intelligence, Siri AI, iOS27, Microsoft Build, Anthropic, OpenAI---Liens :

An astronomical amount of money is being poured into AI and data centers as tech giants fight for dominance, but is this fueling the next big tech bubble or just the price of staying in the game? Get the panel's opinions on wild IPO valuations, global power grabs, Build 2026, NVIDIA GTC Taipei, and even successful YouTuber movies! SpaceX IPO to Be Largest Ever at $135 Share Price Utah residents sue officials over Kevin O'Leary data center plan When AI builds itself NVIDIA announces RTX Spark as 'the most efficient PC chip ever built' Major Homebuilder To Test Placing Mini Data Centers in Suburban Backyards Microsoft Build 2026: The 7 biggest announcements What to Expect at Apple's WWDC 2026: iOS 27, New Siri and AI Meta Silently Added Face-Recognition Code for Its Smart Glasses to Millions of Phones Trump Signs Executive Order Seeking Oversight of A.I. Models Trump: U.S. stake in AI giants "could be a beautiful thing" Cable lobby warns of chaos if FCC doesn't relax ban on foreign routers Google ordered to put clearer links in AI search and let UK publishers opt out AT&T and Verizon lose Supreme Court case over fines for selling location data YouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar YouTube overtakes Netflix in average daily viewing around the world Host: Leo Laporte Guests: Joey de Villa, Jeff Jarvis, and Fr. Robert Ballecer, SJ Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: expressvpn.com/twit ZipRecruiter.com/twit canary.tools/twit - use code: TWIT Melissa.com/twit helixsleep.com/twit

The federal government wants equity in OpenAI (and others) and ... the people might get a slice?

An astronomical amount of money is being poured into AI and data centers as tech giants fight for dominance, but is this fueling the next big tech bubble or just the price of staying in the game? Get the panel's opinions on wild IPO valuations, global power grabs, Build 2026, NVIDIA GTC Taipei, and even successful YouTuber movies! SpaceX IPO to Be Largest Ever at $135 Share Price Utah residents sue officials over Kevin O'Leary data center plan When AI builds itself NVIDIA announces RTX Spark as 'the most efficient PC chip ever built' Major Homebuilder To Test Placing Mini Data Centers in Suburban Backyards Microsoft Build 2026: The 7 biggest announcements What to Expect at Apple's WWDC 2026: iOS 27, New Siri and AI Meta Silently Added Face-Recognition Code for Its Smart Glasses to Millions of Phones Trump Signs Executive Order Seeking Oversight of A.I. Models Trump: U.S. stake in AI giants "could be a beautiful thing" Cable lobby warns of chaos if FCC doesn't relax ban on foreign routers Google ordered to put clearer links in AI search and let UK publishers opt out AT&T and Verizon lose Supreme Court case over fines for selling location data YouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar YouTube overtakes Netflix in average daily viewing around the world Host: Leo Laporte Guests: Joey de Villa, Jeff Jarvis, and Fr. Robert Ballecer, SJ Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: expressvpn.com/twit ZipRecruiter.com/twit canary.tools/twit - use code: TWIT Melissa.com/twit helixsleep.com/twit

An astronomical amount of money is being poured into AI and data centers as tech giants fight for dominance, but is this fueling the next big tech bubble or just the price of staying in the game? Get the panel's opinions on wild IPO valuations, global power grabs, Build 2026, NVIDIA GTC Taipei, and even successful YouTuber movies! SpaceX IPO to Be Largest Ever at $135 Share Price Utah residents sue officials over Kevin O'Leary data center plan When AI builds itself NVIDIA announces RTX Spark as 'the most efficient PC chip ever built' Major Homebuilder To Test Placing Mini Data Centers in Suburban Backyards Microsoft Build 2026: The 7 biggest announcements What to Expect at Apple's WWDC 2026: iOS 27, New Siri and AI Meta Silently Added Face-Recognition Code for Its Smart Glasses to Millions of Phones Trump Signs Executive Order Seeking Oversight of A.I. Models Trump: U.S. stake in AI giants "could be a beautiful thing" Cable lobby warns of chaos if FCC doesn't relax ban on foreign routers Google ordered to put clearer links in AI search and let UK publishers opt out AT&T and Verizon lose Supreme Court case over fines for selling location data YouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar YouTube overtakes Netflix in average daily viewing around the world Host: Leo Laporte Guests: Joey de Villa, Jeff Jarvis, and Fr. Robert Ballecer, SJ Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: expressvpn.com/twit ZipRecruiter.com/twit canary.tools/twit - use code: TWIT Melissa.com/twit helixsleep.com/twit

Microsoft Build 2026 brought a major shift: homegrown AI models designed for efficiency and real-world developer workflows. From the cost-effective MAI Code 1 Flash to sandboxed code execution and Windows developer tools, discover how Microsoft is making powerful AI accessible without breaking the bank. James shares his hands-on experience proving that you don't need expensive flagship models for most agentic coding tasks. Windows: https://developer.microsoft.com/en-us/windows/dev-tools Microsoft AI: https://microsoft.ai/news/building-a-hillclimbing-machine-launching-seven-new-mai-models/ Follow Us Frank: Twitter, Blog, GitHub James: Twitter, Blog, GitHub Merge Conflict: Twitter, Facebook, Website, Chat on Discord Music : Amethyst Seer - Citrine by Adventureface ⭐⭐ Review Us ⭐⭐ Machine transcription available on http://mergeconflict.fm

An astronomical amount of money is being poured into AI and data centers as tech giants fight for dominance, but is this fueling the next big tech bubble or just the price of staying in the game? Get the panel's opinions on wild IPO valuations, global power grabs, Build 2026, NVIDIA GTC Taipei, and even successful YouTuber movies! SpaceX IPO to Be Largest Ever at $135 Share Price Utah residents sue officials over Kevin O'Leary data center plan When AI builds itself NVIDIA announces RTX Spark as 'the most efficient PC chip ever built' Major Homebuilder To Test Placing Mini Data Centers in Suburban Backyards Microsoft Build 2026: The 7 biggest announcements What to Expect at Apple's WWDC 2026: iOS 27, New Siri and AI Meta Silently Added Face-Recognition Code for Its Smart Glasses to Millions of Phones Trump Signs Executive Order Seeking Oversight of A.I. Models Trump: U.S. stake in AI giants "could be a beautiful thing" Cable lobby warns of chaos if FCC doesn't relax ban on foreign routers Google ordered to put clearer links in AI search and let UK publishers opt out AT&T and Verizon lose Supreme Court case over fines for selling location data YouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar YouTube overtakes Netflix in average daily viewing around the world Host: Leo Laporte Guests: Joey de Villa, Jeff Jarvis, and Fr. Robert Ballecer, SJ Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: expressvpn.com/twit ZipRecruiter.com/twit canary.tools/twit - use code: TWIT Melissa.com/twit helixsleep.com/twit

An astronomical amount of money is being poured into AI and data centers as tech giants fight for dominance, but is this fueling the next big tech bubble or just the price of staying in the game? Get the panel's opinions on wild IPO valuations, global power grabs, Build 2026, NVIDIA GTC Taipei, and even successful YouTuber movies! SpaceX IPO to Be Largest Ever at $135 Share Price Utah residents sue officials over Kevin O'Leary data center plan When AI builds itself NVIDIA announces RTX Spark as 'the most efficient PC chip ever built' Major Homebuilder To Test Placing Mini Data Centers in Suburban Backyards Microsoft Build 2026: The 7 biggest announcements What to Expect at Apple's WWDC 2026: iOS 27, New Siri and AI Meta Silently Added Face-Recognition Code for Its Smart Glasses to Millions of Phones Trump Signs Executive Order Seeking Oversight of A.I. Models Trump: U.S. stake in AI giants "could be a beautiful thing" Cable lobby warns of chaos if FCC doesn't relax ban on foreign routers Google ordered to put clearer links in AI search and let UK publishers opt out AT&T and Verizon lose Supreme Court case over fines for selling location data YouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar YouTube overtakes Netflix in average daily viewing around the world Host: Leo Laporte Guests: Joey de Villa, Jeff Jarvis, and Fr. Robert Ballecer, SJ Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: expressvpn.com/twit ZipRecruiter.com/twit canary.tools/twit - use code: TWIT Melissa.com/twit helixsleep.com/twit

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

Le Canada veut passer de la recherche IA à l'industrie • L'Europe tente de réduire sa dépendance numérique • Qwant devient un symbole de souveraineté • Mistral se heurte au droit d'auteur • Microsoft pousse l'IA agentique partout • Alexa+ trop lent • Mon Carnet explore les batteries lourdes • Monde Numérique reçoit Qwant et enquête sur la cybersécurité et l'hôpitalAvec Bruno Guglielminetti (Mon Carnet)Le Canada veut industrialiser son IAAu Canada, le gouvernement de Mark Carney présente sa stratégie « AI for All », avec l'objectif de faire passer l'adoption de l'IA par les entreprises d'un peu plus de 12 % à 60 % d'ici 2034 et de créer 250 000 emplois liés à l'IA sur cinq ans. On retient surtout le changement de cap : le pays veut rester fort en recherche, mais pousser davantage la commercialisation, les infrastructures souveraines, la littératie numérique et la cybersécurité.Souveraineté numérique : même combat des deux côtés de l'AtlantiqueEn Europe, la Commission européenne lance un paquet de mesures pour renforcer la souveraineté technologique dans les semi-conducteurs, l'IA, le cloud et les infrastructures numériques. On souligne que l'objectif n'est pas l'autarcie totale, mais une réduction des dépendances critiques vis-à-vis des fournisseurs américains et asiatiques, avec une préférence européenne qui pourrait bouleverser les habitudes d'achat public.Qwant, symbole européen au ParlementLe Parlement européen remplace Google par Qwant comme moteur de recherche par défaut sur Edge et Firefox à partir du 4 juin 2026, tout en laissant les utilisateurs choisir une alternative. On y voit un geste fort, peut-être symbolique, mais révélateur d'un mouvement plus large : faire exister des outils européens face aux géants américains. Dans Monde Numérique, Jérôme annonce une interview du directeur général de Synfonium, la société qui possède Qwant.Mistral face au casse-tête du droit d'auteurMistral AI se retrouve au cœur d'un dilemme européen : protéger les ayants droit ou ne pas fragiliser l'une des rares pépites européennes de l'IA. Nous revenons sur cette tension entre innovation, souveraineté et rémunération des contenus, avec un risque clair : imposer aux acteurs européens des contraintes que les géants américains ont déjà largement contournées.Microsoft veut rendre l'IA incontournableÀ l'occasion de Microsoft Build 2026, Microsoft pousse une vision très agentique de l'informatique, où l'IA devient l'interface principale entre l'utilisateur, ses données et ses appareils. On évoque notamment les nouvelles briques autour de Copilot, les agents, les modèles embarqués et les machines capables de faire tourner localement des modèles puissants, dont une dev box fondée sur la technologie NVIDIA RTX Spark.L'ordinateur sans applications se rapprocheBruno relève une idée forte : demain, l'appareil pourrait ne plus être organisé autour d'applications, mais autour d'un assistant capable de tout orchestrer à la demande. On met cette évolution en perspective avec les annonces de Microsoft, les travaux d'OpenAI sur de nouveaux appareils, et les ambitions de Qualcomm, Intel ou MediaTek dans l'IA locale.Alexa+ : plus intelligent, mais trop lentJérôme partage son retour d'expérience avec Alexa+, désormais testé à la maison en France. L'assistant paraît plus courtois, plus conversationnel et compatible avec de nombreux appareils existants, mais la latence devient gênante, surtout pour les gestes simples de domotique comme allumer les lumières ou baisser les volets. Il note aussi la disparition de plusieurs « skills », toujours visibles dans l'application mobile mais inutilisables sur certains appareils Echo récents.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Explore the biggest announcements from Microsoft Build 2026, including the Surface Laptop Ultra with NVIDIA's new RTX Spark chip, on-device AI breakthroughs, and Project Solara—a new agent-first platform redefining computing. Steven Scott and Shaun Preece dive into Microsoft's high-profile week, unpacking the innovations unveiled at Microsoft Build. The show covers the Surface Laptop Ultra, a 15‑inch powerhouse featuring NVIDIA's RTX Spark processor with unified memory for local AI performance, and what this means for developers, professionals, and future workflows. The hosts discuss the shift toward AI‑driven experiences, highlighting tools like Open Claw, Copilot, and voice‑controlled agents capable of orchestrating tasks across apps and devices. They also react to Project Solara, Microsoft's agent‑first ecosystem built on Android, featuring experimental devices like a smart desk companion and a wearable badge for enterprise workers. The conversation explores risks, accessibility benefits, and how these technologies could reshape the future of Windows and everyday computing. Relevant Links Microsoft Build: https://build.microsoft.com ----Follow on:YouTube: https://www.doubletaponair.com/youtubeX (formerly Twitter): https://www.doubletaponair.com/xInstagram: https://www.doubletaponair.com/instagramTikTok: https://www.doubletaponair.com/tiktokThreads: https://www.doubletaponair.com/threadsFacebook: https://www.doubletaponair.com/facebookLinkedIn: https://www.doubletaponair.com/linkedinSubscribe to the Podcast:Apple: https://www.doubletaponair.com/appleSpotify: https://www.doubletaponair.com/spotifyRSS: https://www.doubletaponair.com/podcastiHeadRadio: https://www.doubletaponair.com/iheartAbout Double TapHosted by the insightful duo, Steven Scott and Shaun Preece, Double Tap is a treasure trove of information for anyone who's blind or partially sighted and has a passion for tech. Steven and Shaun not only demystify tech, but they also regularly feature interviews and welcome guests from the community, fostering an interactive and engaging environment. Tune in every day of the week, and you'll discover how technology can seamlessly integrate into your life, enhancing daily tasks and experiences, even if your sight is limited."Double Tap" is a registered trademark of Double Tap Productions Inc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

کامپیوتکس ۲۰۲۶: از هیولای RTX Spark تا بازگشت کنسول‌های استیم!

Microsoft's Build conference was a firehose: in-house AI models, agent-first devices, new coding tools, and a Copilot "super app" that got teased but never shown. Todd Bishop and Mary Jo Foley sort through what's real and what's not quite fully baked, from Project Solara and the Scout agentic assistant to Microsoft's push for AI self-sufficiency and the mounting pressure on GitHub. Related Stories: Inside Microsoft’s Project Solara: A new platform for devices that run AI agents instead of apps Microsoft unveils seven homegrown AI models in new bid for ‘long term self-sufficiency’ Mary Jo Foley: No Copilot ‘Super App’ at Microsoft Build, but plenty of agentic fodder Microsoft’s OpenClaw team takes on the personal assistant challenge Edited by Curt Milton.See omnystudio.com/listener for privacy information.

Klik je týždenný komentovaný prehľad technologických správ, o udalostiach, ktoré sa udiali vo svete IT, médií a sociálnych sietí. Moderátori: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ondrej Podstupka⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Martin Hodás Discord diskusný server nájdete tu: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/dAUW4PCaEh Linky: Anthropic ide na burzu https://www.techmeme.com/260601/p46#a260601p46 Microsoft Build konferencia https://www.youtube.com/watch?v=1PSHObgyJpw Meta bezpečnostná diera https://www.theguardian.com/technology/2026/jun/01/meta-ai-hack-obama-sephora-instagram / https://www.techmeme.com/260601/p50#a260601p50 Údajný útok na Alza https://www.zive.cz/clanky/hackli-alzu-siri-se-internetem-obchod-ale-utok-popira/sc-3-a-241450/default.aspx NVIDIA čip https://www.youtube.com/watch?v=wbg5KlH_T18 / https://www.techmeme.com/260601/p3#a260601p3 New Glenn výbuch https://www.facebook.com/martin.h.hodas/posts/pfbid0NBJNVAMRpmDG6VdHPZ9NoSHXkoH1aK5FqFUTYc8oa5tiRXymCv4HnFiQtCb92ZGal Tesla showroom https://tosk.sk/udalost/otvaranie-tesla-bratislava Album Honora od Flea https://music.youtube.com/playlist?list=OLAK5uy_mdu_MGqovfgMUnSFgOhXJst7emnbazr3Y Spravili sme chybu, máte pripomienku? Napíšte nám na ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠klik@sme.sk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Kapitoly 00:00 Úvod01:32 Anthropic ide na burzu10:34 Nvidia a Microsoft novinky20:26 Meta problémy39:17 Neverte všetkému na dark webe43:04 New Glenn zažil rýchle neplánované rozobratie49:09 AI vs matematika prvého stupňa.53:59 ZáverSee omnystudio.com/listener for privacy information.

Transkript-Fix / WWDC26: AI / WWDC26: Liquid Glass 2.0 / Microsoft Build 26 / Nextcloud Virtual Files / Moom Fenstermanager / Performanceoptimierung / Strava MCP / DaVinci Resolve Lernkurve / WeAreDevelopers

✅ New autonomous agents. ✅ Canva designs made for you. ✅ Codex upgrades to make your business move. If you had your head down in spreadsheets this week, you missed some MAJOR AI upgrades that are available now. We track what's hot and what's not and break it all down on Fridays with our Friday Features. Autonomous Copilot agents, new Codex tools, Github CoPilot app and 7 more AI updates you should be using — An Everyday AI Chat with Jordan WilsonNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:OpenAI Codex Role-Specific Plugins LaunchMicrosoft Build Conference AI Feature ReleasesChatGPT Memory and Business Account UpgradesMicrosoft Flash Image Model for PowerPointCanva Integrated with ChatGPT and CodexGitHub Copilot Standalone Desktop App PreviewMicrosoft Autopilot Always-On Work AgentsOpenAI Models Now Available on AWS BedrockCodex Sites: AI-Built Internal Web AppsTimestamps:00:00 OpenAI's big money moves03:47 Explaining role-specific plugins09:02 Microsoft's new image model release11:09 Microsoft's AI strategy and Canva update14:23 Canva integration with ChatGPT16:56 GitHub Copilot's new canvas feature20:46 AI token subscription changes24:42 AWS adds OpenAI models to Bedrock28:25 Introducing OpenAI's CodeX Sites Feature32:07 Launch of OpenAI's New Plug-in34:16 Overview of podcast structureKeywords: Autonomous copilot agents, Codex tools, GitHub Copilot app, OpenAI Codex, ChatGPT business accounts, OpenAI enterprise, Microsoft Build conference, Microsoft always-on agents, AWS AI updates, Canva plugin, ChatGPT memory upgrade, Windows Codex integration, Microsoft Flash model, Enterprise apps integration, Role-specific plugins, Sales data analytics, Product design AI, Creative production AI, Investment banking plugin, Public equity investing, Data analytics plugin, Workspace admins, App permissions, Role-aware work agent, Financial research automation, Microsoft image generation model, PowerPoint AI integration, OneDrive AI features, Visual design creation, Canva app for ChatGPT, Canva MCP server, Agentic context carry, Full screen design preview, GitHub Copilot desktop app, GitHub Copilot Canvas, Agent-native command center, Parallel agent work tree, Code app interface, Model options in GitHub, Token usage limits, Subscription token subsidizing, Anthropic token efficiency, Amazon Bedrock, GPT-4, GPT-4.5, Small language models, Token reckoning, Security governance, Inference engine, Code app sidebar, Codex Sites, Internal dashboards, Project trackers, Interactive web apps, Shareable AI apps, Enterprise data connectors, ChatGPT Canvas, Automated workflow, Workplace authentication, Creative briefs repository.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Start Here ▶️Not sure where to start when it comes to AI? Start with our Start Here Series. You can listen to the first drop -- Episode 691 -- or get free access to our Inner Cricle community and all episodes: StartHereSeries.com Also, here's a link to the entire series on a Spotify playlist. 

Microsoft just went AI agent first at Build 2026, announcing Project Solara, an OpenClaw-style assistant called SCOUT, and seven new MAI models. Plus new image models from Reve and Ideogram, ElevenLabs teams with Hasbro to license character voices, and a quantum chip breakthrough. This week on AI For Humans, it's Hot Agent Summer and even stuffy Microsoft is going all-in. We break down everything from Microsoft Build 2026: Project Solara pushing agents into small devices, SCOUT, their OpenClaw-inspired personal assistant for Windows, and a fresh family of seven MAI models trained with no synthetic data and no distillation. Then we get into the agent interfaces beyond Microsoft (Town), the wild stat that bots have now passed humans for internet traffic, new image models from Reve 2.0 and a now open-source Ideogram 4.0, ElevenLabs partnering with Hasbro on licensed character voices like Optimus Prime, a quantum chip breakthrough, and the Chipotle chatbot that got left wide open. Roll out, humans. It's AI For Humans! IT'S HOT AGENT SUMMER. AND THE AI AGENTS ARE WINNING. SHOW LINKS Microsoft Project Solara pushes AI agents into smart devices (Build 2026): https://www.pcmag.com/news/microsoft-project-solara-push-ai-agents-into-smart-devices-build-2026 Project Solara in the Build keynote: https://www.youtube.com/live/FFMm454fxNA?t=2216 Microsoft launches SCOUT, an OpenClaw-inspired personal assistant: https://techcrunch.com/2026/06/02/microsoft-launches-scout-an-openclaw-inspired-personal-assistant/ Town, a really good professionalized agent harness ($50/month): https://x.com/jgreze/status/2062178651450548549 Bots have now surpassed human traffic on the internet: https://x.com/eastdakota/status/2062212701414187452 Robot kicks kid in the stomach: https://x.com/ErenChenAI/status/2061899552571965573 Microsoft launches the new MAI family of models at Build: https://mashable.com/tech/microsoft-launches-new-mai-family-of-models-at-build Why the MAI tech report is a gold mine (zero synthetic data, no distillation): https://x.com/eliebakouch/status/2061965825037254947 Future tech: Majorana 2 quantum chip, 1000x more reliable than before: https://www.bbc.com/news/articles/cj4p7gyvp52o Hasbro launching an AI studio to license its stable of characters: https://www.hollywoodreporter.com/business/digital/hasbro-launching-ai-studio-license-characters-interactive-1236612854/ Reve 2.0, billed as the best 4k image model: https://x.com/reve/status/2062260665121919101 Ideogram 4.0 is now open source: https://x.com/ideogram_ai/status/2062202208700313872 Ideogram 4.0 examples (venturetwins): https://x.com/venturetwins/status/2062207215961014735 Ideogram 4.0 examples (btibor91): https://x.com/btibor91/status/2062261137987834238 Ideogram 4.0 examples (micha): https://x.com/micha/status/2062225792315031698 MisoOne open-source voice model responds faster than a human: https://x.com/AodenTeoMT/status/2062204362102100295 Chipotle's unsecured chatbot endpoints get exploited: https://x.com/thdxr/status/2061828564773740999  

This week, we discuss NVIDIA going consumer, Microsoft Build, and the Anthropic/OpenAI IPO race. Plus, does credit card insurance work? Watch the YouTube Live Recording of Episode 575 Runner-up Titles Who Wins AI? Models vs. Middleware Jensen After Dark Once again, robots Why is this something you talk about in a keynote? Could this have been an app? Defeating Apple, the sword in the stone Your tokens are my margin Prisons, schools and military - what is the Venn diagram? Every enterprise is unhappy in their own way Rundown Nvidia NVIDIA and Microsoft Reinvent Windows PCs for the Age of Personal AI Nvidia's N1X Apple Silicon rival is two years behind Nvidia, Microsoft, and Arm are all teasing Nvidia's new N1X laptop processors Blackstone and Google launch $5B TPU cloud venture with 500MW of AI capacity AI server demand drives staggering revenue growth for Dell and its stock soars Microsoft Build Microsoft Build 2026: Be yourself at work Microsoft Build Live Blog Microsoft admits its "infuriating" floating AI button was a mistake OpenAI and Anthropic Go Public Anthropic Files to Go Public, Setting Stage for Huge I.P.O. OpenAI Prepares to File to Go Public in Coming Weeks How Anthropic Got So Big, So Fast Anthropic and SpaceX compute OpenAI launches new Codex tools for white-collar work OpenAI Hires ServiceNow CMO Colin Fleming to Lead Business Marketing Push Wiz + Anthropic: Claude Enterprise Meets the Security Graph Relevant to your Interests Grafana breach caused by missed token rotation after TanStack attack GitHub Got Hacked. The AI Security Arms Race is Here Hackers Simply Asked Meta AI to Give Them Access to High-Profile Instagram Accounts. It Worked SpaceX not the behemoth everyone thought Spotify adds AI-powered Q&A and briefing generation features to podcasts Amazon Web Services - Four Years and Out + AWS Fired the One Employee Who Gave a Damn Introducing UniFi 5G Backup AI Generated Summaries WSJ: How I Choose Which Cloudflare Employees to Replace with AI Microsoft open-sources the earliest DOS source code discovered to date Audio-generation app Huxe, founded by former NotebookLM developers, shuts down Bill Gates Spent Years Crafting His Image. Now It's Cracking. How do AI Layoffs Work? Some Speculation. Snowflake to Acquire Natoma to Bring Governed Agentic Access to the Enterprise U.S. companies have an AI problem. Indian IT wants to be the solution Meta to start testing AI subscription services, cheapest plan at $7.99/month Sponsors Sentry - Quit Buggin': use code sdt26 for $100 in credit for new customers Nonsense What Is a Dickover? Listener Feedback Henning corrects Coté's pronunciation of León. Conferences VMware User Group, Dallas, June 9-11, 2026 WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 25 Free Tickets DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: The spelled-out intro to neural networks and backpropagation: building micrograd Matt: Boards of Canada: Inferno Aphex Twin - Live in Houston Coté: ElevenLabs, for example Coté's learning Dutch podcast.

Reid sits down with Microsoft CEO Satya Nadella fresh off Microsoft Build 2026. The conversation goes wide: how AI is reshaping work, business, and society—and why the transformation sweeping through software development today is only a preview of what's coming for all knowledge work. Satya makes the case that human capital and "token capital" are now deeply intertwined, that companies—not just countries—must build their own AI capabilities, and that the organizations best positioned to thrive are those that can leverage their unique expertise inside intelligent systems. Reid and Satya also explore Microsoft's enterprise AI vision, Reid's work with Manas on AI-powered scientific discovery, lessons from past technological revolutions, and why demonstrating real, tangible benefits may be the most important thing the industry can do to earn—and keep—the public's trust. For more info on the podcast and transcripts of all the episodes, visit https://www.possible.fm/podcasts/satya/

Did you miss everything Microsoft announced at its Build conference?

Abrar Al-Heeti joins Mikah Sargent this week on Tech News Weekly! Google & Microsoft held developer keynotes the past few weeks, with Apple's WWDC conference happening soon. The growing crisis of AI-generated deepfakes in schools. And China's dominance in actuator manufacturing. Abrar & Mikah chat about the stretch of major tech conferences with Google & Microsoft's tech conferences that happened in the past few weeks, as well as Apple's WWDC that is right around the corner. Samantha Cole of 404 Media joins the show to talk about the disturbing rise of AI-generated deepfakes that are targeting students in schools and the ongoing challenges facing lawmakers, parents, and app stores in responding to the crisis. And Mikah looks into America's growing actuator problem, with China dominating the market and the U.S. struggling to bring such a manufacturing capability back home. Hosts: Mikah Sargent and Abrar Al-Heeti Guest: Samantha Cole Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. 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: zscaler.com/security Simply CX webroot.com/twit

Abrar Al-Heeti joins Mikah Sargent this week on Tech News Weekly! Google & Microsoft held developer keynotes the past few weeks, with Apple's WWDC conference happening soon. The growing crisis of AI-generated deepfakes in schools. And China's dominance in actuator manufacturing. Abrar & Mikah chat about the stretch of major tech conferences with Google & Microsoft's tech conferences that happened in the past few weeks, as well as Apple's WWDC that is right around the corner. Samantha Cole of 404 Media joins the show to talk about the disturbing rise of AI-generated deepfakes that are targeting students in schools and the ongoing challenges facing lawmakers, parents, and app stores in responding to the crisis. And Mikah looks into America's growing actuator problem, with China dominating the market and the U.S. struggling to bring such a manufacturing capability back home. Hosts: Mikah Sargent and Abrar Al-Heeti Guest: Samantha Cole Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. 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: zscaler.com/security Simply CX webroot.com/twit

Abrar Al-Heeti joins Mikah Sargent this week on Tech News Weekly! Google & Microsoft held developer keynotes the past few weeks, with Apple's WWDC conference happening soon. The growing crisis of AI-generated deepfakes in schools. And China's dominance in actuator manufacturing. Abrar & Mikah chat about the stretch of major tech conferences with Google & Microsoft's tech conferences that happened in the past few weeks, as well as Apple's WWDC that is right around the corner. Samantha Cole of 404 Media joins the show to talk about the disturbing rise of AI-generated deepfakes that are targeting students in schools and the ongoing challenges facing lawmakers, parents, and app stores in responding to the crisis. And Mikah looks into America's growing actuator problem, with China dominating the market and the U.S. struggling to bring the manufacturing of actuators back home. Hosts: Mikah Sargent and Abrar Al-Heeti Guest: Samantha Cole Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. 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: zscaler.com/security Simply CX webroot.com/twit

Timestamps: 0:00 Intro 0:12 Microsoft Build 2026 Announcements 2:41 UK Ruling On Google AI Search 4:55 QUICK BITS INTRO 5:05 Google Fake Call Detection 5:42 Major Takedown of Scam Accounts 6:17 Meta Lets Employees Pause Surveillance 6:58 Florida Sues OpenAI and Sam Altman 7:44 Researchers Demonstrate AI Worm NEWS SOURCES: https://lmg.gg/pZNnA Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it mean for a business to truly operate at the AI frontier? In a special crossover episode at Microsoft Build, Sarah Guo and Elad Gil team up with Latent Space host “swyx” to talk with Microsoft Chairman and CEO Satya Nadella about the future of AI platforms, software development, and the tech ecosystem. Satya reflects on the latest breakthroughs from Microsoft Build, the strategic shift toward multi-model harnesses, and why private evaluations (evals) are now a company's most important intellectual property. They also discuss how autonomous AI agents are reshaping the role of software engineers, the durability of SaaS business models, and why showing communities the ROI on data centers is so critical. Plus, Satya shares his thoughts on the economic and societal impacts of the token economy, as well as the future of AI-driven education startups. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @satyanadella | @Microsoft | @latentspacepod | @swyx Chapters: 00:00 – Satya Nadella Introduction 01:48 – Reflections from Microsoft Build 03:12 – Microsoft's AI Training Strategy 05:48 – Complexity of Real-World Deployment of AI 07:33 – Augmenting Human Capital 09:37 – Harnesses for Enterprise 11:49 – Developer Value 15:09 – Can Everybody Operate at the Frontier with Their Frontier Intelligence? 15:51 – Modern Definition of IP 17:38 – Future of Vendor vs. Enterprise Agents 21:48 – Near-Term Predictions on Model Pricing 24:02 – Durability of SaaS 25:58 – What Satya's Building 28:18 – Future of Engineering Roles 30:54 – How Microsoft Can Be More Ambitious 34:36 – Data Centers and Community Impact 38:01 – AI's Impact on Society 39:52 - AI and Education 42:28 – Conclusion

Abrar Al-Heeti joins Mikah Sargent this week on Tech News Weekly! Google & Microsoft held developer keynotes the past few weeks, with Apple's WWDC conference happening soon. The growing crisis of AI-generated deepfakes in schools. And China's dominance in actuator manufacturing. Abrar & Mikah chat about the stretch of major tech conferences with Google & Microsoft's tech conferences that happened in the past few weeks, as well as Apple's WWDC that is right around the corner. Samantha Cole of 404 Media joins the show to talk about the disturbing rise of AI-generated deepfakes that are targeting students in schools and the ongoing challenges facing lawmakers, parents, and app stores in responding to the crisis. And Mikah looks into America's growing actuator problem, with China dominating the market and the U.S. struggling to bring such a manufacturing capability back home. Hosts: Mikah Sargent and Abrar Al-Heeti Guest: Samantha Cole Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. 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: zscaler.com/security Simply CX webroot.com/twit

Abrar Al-Heeti joins Mikah Sargent this week on Tech News Weekly! Google & Microsoft held developer keynotes the past few weeks, with Apple's WWDC conference happening soon. The growing crisis of AI-generated deepfakes in schools. And China's dominance in actuator manufacturing. Abrar & Mikah chat about the stretch of major tech conferences with Google & Microsoft's tech conferences that happened in the past few weeks, as well as Apple's WWDC that is right around the corner. Samantha Cole of 404 Media joins the show to talk about the disturbing rise of AI-generated deepfakes that are targeting students in schools and the ongoing challenges facing lawmakers, parents, and app stores in responding to the crisis. And Mikah looks into America's growing actuator problem, with China dominating the market and the U.S. struggling to bring such a manufacturing capability back home. Hosts: Mikah Sargent and Abrar Al-Heeti Guest: Samantha Cole Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. 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: zscaler.com/security Simply CX webroot.com/twit

Microsoft dominated Build with Scout, an always-on Teams agent, the Surface RTX Spark Dev Box, its first reasoning model MAI-Thinking-1 aimed squarely at Anthropic, and Project Solara for agent-first devices. Trump signed a scaled-back AI executive order on cybersecurity. Microsoft announces Scout, an always-on enterprise AI agent built on OpenClaw that appears as a Microsoft Teams contact to automate tasks such as scheduling (Wired) Microsoft unveils a Surface RTX Spark Dev Box, featuring Nvidia's Arm-based RTX Spark, 128GB of unified memory, and a 100W thermal envelope, for local AI tasks (The Verge) Microsoft debuts MAI-Thinking-1, its first advanced reasoning AI model, trained "from the ground up on clean data, without distillation from third-party models" (The Verge) Microsoft unveils Project Solara, an Android-based platform for agent-first devices, with concept hardware and pilots planned at Best Buy, Target, and others (GeekWire) Microsoft unveils Microsoft Execution Containers, a Windows-level sandbox for AI agents, and says partners OpenAI, Nvidia, Manus, and Nous Research are using it (VentureBeat) President Trump signs a scaled-back AI EO that seeks to address AI's cybersecurity threats; sources say it imposes less scrutiny on AI than the scrapped version (Politico) Learn more about your ad choices. Visit megaphone.fm/adchoices

Build 2026 is underway in San Francisco this week, and it started with a big, overly-long keynote as always. And Computex is this week, too. There's a lot going on, and some of it is fascinating. Plus, WWDC is next week because you cannot relax. Also, Microsoft GA's WinApp CLI, announces the Windows Platform Skills plug-in for native app creation, and you're not going to believe what Paul did next. OK, you will believe itBuild + Computex = OHMYGODOHMYGODOHMYGOD NVIDIA finally announces Arm-based N1X as the RTX Spark RTX Spark is an Arm-based portable workstation chip for Windows 11 Microsoft announces Surface Laptop Ultra - It and other RTX Spark-based PCs will appear in late 2026 Some of this leaked earlier, including a lower-end N1 chipset Microsoft continues to optimize and evolve Windows 11 for developers Windows Developer Configuration, Windows Developer Skills + WinApp CLI, Terminal, more Linux, and more on-device ("unmetered") AI - Tied to this, Copilot+ PC features are coming to more PCs, with CPU/GPU support - this, plus the RTX Spark stuff hints at answers to some obvious questions but there's nothing concrete from Microsoft Microsoft Edge is getting three new on-AI features Scout is a personal work agent powered by OpenClaw GitHub Copilot app arrives on desktop for your agentic coding and management needs Microsoft AI announces seven new foundation models Stevie Bathiche is back, baby! And he's talking about those AI app structures and how they've led to Project Solara Windows Microsoft discusses the progress it's made on Windows 11 pain points You can now test the new Start menu in Experimental - Paul did so along with the new Taskbar Qualcomm announces low-cost Snapdragon C for $300+ PCs to take on MacBook Neo And Acer is the first to announce a Snapdragon C laptop New Surface Pro with Snapdragon X2 leaks for June release (!) Dell XPS 13 is coming soon with Intel Wildcat (also to take on MacBook Neo) Dell revenues are through the roof, but not because of PCs HP revenues are up, and it is because of PCs AI and dev Anthropic gets a new valuation exceeding OpenAI and then it files for an IPO OpenAI adjusts GPT5.5-Instant for less sucking-up and releases computer use in Codex on Windows Flutter takes the lead on Flutter desktop development XBOX and gaming Asha Sharma says you can't please everyone and then immediately jumps the shark trying to please everyone XBOX delays Fable reboot because of GTA VI New titles coming to Game Pass in early June across platforms XBOX starts early testing of new console features ASUS announces ROG Xbox Ally X20 with OLED display and XReal R1 glasses Intel announces Arc G-series for gaming handhelds Call of Duty Modern Warfare 4 is next and it's the COD we've been begging for Tips and picks Tip of the week: Now you can vibe code a native Windows app from the CLI App pick of the week: iA Writer RunAs Radio this week: Data API Builder and SQL MVP with Jerry Nixon Brown liquor pick of the week: Old Malt Casking of Longmorn 20 These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/986 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: joindeleteme.com/twit promo code TWIT threatlocker.com/twit cachefly.com/twit

Build 2026 is underway in San Francisco this week, and it started with a big, overly-long keynote as always. And Computex is this week, too. There's a lot going on, and some of it is fascinating. Plus, WWDC is next week because you cannot relax. Also, Microsoft GA's WinApp CLI, announces the Windows Platform Skills plug-in for native app creation, and you're not going to believe what Paul did next. OK, you will believe itBuild + Computex = OHMYGODOHMYGODOHMYGOD NVIDIA finally announces Arm-based N1X as the RTX Spark RTX Spark is an Arm-based portable workstation chip for Windows 11 Microsoft announces Surface Laptop Ultra - It and other RTX Spark-based PCs will appear in late 2026 Some of this leaked earlier, including a lower-end N1 chipset Microsoft continues to optimize and evolve Windows 11 for developers Windows Developer Configuration, Windows Developer Skills + WinApp CLI, Terminal, more Linux, and more on-device ("unmetered") AI - Tied to this, Copilot+ PC features are coming to more PCs, with CPU/GPU support - this, plus the RTX Spark stuff hints at answers to some obvious questions but there's nothing concrete from Microsoft Microsoft Edge is getting three new on-AI features Scout is a personal work agent powered by OpenClaw GitHub Copilot app arrives on desktop for your agentic coding and management needs Microsoft AI announces seven new foundation models Stevie Bathiche is back, baby! And he's talking about those AI app structures and how they've led to Project Solara Windows Microsoft discusses the progress it's made on Windows 11 pain points You can now test the new Start menu in Experimental - Paul did so along with the new Taskbar Qualcomm announces low-cost Snapdragon C for $300+ PCs to take on MacBook Neo And Acer is the first to announce a Snapdragon C laptop New Surface Pro with Snapdragon X2 leaks for June release (!) Dell XPS 13 is coming soon with Intel Wildcat (also to take on MacBook Neo) Dell revenues are through the roof, but not because of PCs HP revenues are up, and it is because of PCs AI and dev Anthropic gets a new valuation exceeding OpenAI and then it files for an IPO OpenAI adjusts GPT5.5-Instant for less sucking-up and releases computer use in Codex on Windows Flutter takes the lead on Flutter desktop development XBOX and gaming Asha Sharma says you can't please everyone and then immediately jumps the shark trying to please everyone XBOX delays Fable reboot because of GTA VI New titles coming to Game Pass in early June across platforms XBOX starts early testing of new console features ASUS announces ROG Xbox Ally X20 with OLED display and XReal R1 glasses Intel announces Arc G-series for gaming handhelds Call of Duty Modern Warfare 4 is next and it's the COD we've been begging for Tips and picks Tip of the week: Now you can vibe code a native Windows app from the CLI App pick of the week: iA Writer RunAs Radio this week: Data API Builder and SQL MVP with Jerry Nixon Brown liquor pick of the week: Old Malt Casking of Longmorn 20 These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/986 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: joindeleteme.com/twit promo code TWIT threatlocker.com/twit cachefly.com/twit

Build 2026 is underway in San Francisco this week, and it started with a big, overly-long keynote as always. And Computex is this week, too. There's a lot going on, and some of it is fascinating. Plus, WWDC is next week because you cannot relax. Also, Microsoft GA's WinApp CLI, announces the Windows Platform Skills plug-in for native app creation, and you're not going to believe what Paul did next. OK, you will believe itBuild + Computex = OHMYGODOHMYGODOHMYGOD NVIDIA finally announces Arm-based N1X as the RTX Spark RTX Spark is an Arm-based portable workstation chip for Windows 11 Microsoft announces Surface Laptop Ultra - It and other RTX Spark-based PCs will appear in late 2026 Some of this leaked earlier, including a lower-end N1 chipset Microsoft continues to optimize and evolve Windows 11 for developers Windows Developer Configuration, Windows Developer Skills + WinApp CLI, Terminal, more Linux, and more on-device ("unmetered") AI - Tied to this, Copilot+ PC features are coming to more PCs, with CPU/GPU support - this, plus the RTX Spark stuff hints at answers to some obvious questions but there's nothing concrete from Microsoft Microsoft Edge is getting three new on-AI features Scout is a personal work agent powered by OpenClaw GitHub Copilot app arrives on desktop for your agentic coding and management needs Microsoft AI announces seven new foundation models Stevie Bathiche is back, baby! And he's talking about those AI app structures and how they've led to Project Solara Windows Microsoft discusses the progress it's made on Windows 11 pain points You can now test the new Start menu in Experimental - Paul did so along with the new Taskbar Qualcomm announces low-cost Snapdragon C for $300+ PCs to take on MacBook Neo And Acer is the first to announce a Snapdragon C laptop New Surface Pro with Snapdragon X2 leaks for June release (!) Dell XPS 13 is coming soon with Intel Wildcat (also to take on MacBook Neo) Dell revenues are through the roof, but not because of PCs HP revenues are up, and it is because of PCs AI and dev Anthropic gets a new valuation exceeding OpenAI and then it files for an IPO OpenAI adjusts GPT5.5-Instant for less sucking-up and releases computer use in Codex on Windows Flutter takes the lead on Flutter desktop development XBOX and gaming Asha Sharma says you can't please everyone and then immediately jumps the shark trying to please everyone XBOX delays Fable reboot because of GTA VI New titles coming to Game Pass in early June across platforms XBOX starts early testing of new console features ASUS announces ROG Xbox Ally X20 with OLED display and XReal R1 glasses Intel announces Arc G-series for gaming handhelds Call of Duty Modern Warfare 4 is next and it's the COD we've been begging for Tips and picks Tip of the week: Now you can vibe code a native Windows app from the CLI App pick of the week: iA Writer RunAs Radio this week: Data API Builder and SQL MVP with Jerry Nixon Brown liquor pick of the week: Old Malt Casking of Longmorn 20 These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/986 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: joindeleteme.com/twit promo code TWIT threatlocker.com/twit cachefly.com/twit

If you aren't a tech nerd like us, you probably didn't even know Computex and Microsoft Build were happening. And that's alright. Everyone besides Apple is trying to get their announcements out there before WWDC kicks off next week. Watch on YouTube! - Notnerd.com and Notpicks.com INTRO (00:00) WWDC next Monday at 10! (03:30) MAIN TOPIC: NVIDIA, Microsoft, and More drop their news before Apple (04:45) Computex 2026: All the news and announcements What we learned at Microsoft Build: Autopilots, MAI-Thinking-1, and Nvidia RTX Spark Dell stock skyrockets 32% for its best day ever as AI server revenue soars Microsoft is killing Office 2019 for Mac and iPhone, and you can't do much about it DAVE'S PRO-TIP OF THE WEEK: Rule of Thirds! (19:55) JUST THE HEADLINES: (27:20) Perfect randomness realized for the first time A fundamental principle of aeronautical engineering has been overturned Meta AI support bot helped hackers hijack Instagram accounts Roku updates its UI for the first time in a decade Something made Earth's molten core reverse direction in 2010 YouTube to automatically detect, label AI-generated videos Google requests permission to release 32 million mosquitoes in California and Florida LISTENER MAIL: From Hey Grandma - The Year 2038 problem (31:05) WITHIN REACH! Dave 8-6, Round 14, Nate goes first (35:25) TAKES:  Facebook Plus, Instagram Plus subscriptions launch for $3.99/month (42:15) Nintendo's new Pictonico iOS game turns your photos into minigames (46:45) Not news: iOS 28 will reportedly be 'far more significant' than iOS 27 (48:20) BONUS ODD TAKE: Magnified Sand (50:15) PICKS OF THE WEEK:  Dave:  PUGG Wall clock, stainless steel, 12 ½" (54:25) Nate: Upgraded 67mm Phone Lens Filter Adapter Mount for iPhone 17 16 15 14 Pro Pro Max Plus Air, Double-Sided Magnetic Phone Lens Filter Ring with 1/4-20" & Cold Shoe Pull-Out to fit 17 Pro Max (No Filters (58:20)

Build 2026 is underway in San Francisco this week, and it started with a big, overly-long keynote as always. And Computex is this week, too. There's a lot going on, and some of it is fascinating. Plus, WWDC is next week because you cannot relax. Also, Microsoft GA's WinApp CLI, announces the Windows Platform Skills plug-in for native app creation, and you're not going to believe what Paul did next. OK, you will believe itBuild + Computex = OHMYGODOHMYGODOHMYGOD NVIDIA finally announces Arm-based N1X as the RTX Spark RTX Spark is an Arm-based portable workstation chip for Windows 11 Microsoft announces Surface Laptop Ultra - It and other RTX Spark-based PCs will appear in late 2026 Some of this leaked earlier, including a lower-end N1 chipset Microsoft continues to optimize and evolve Windows 11 for developers Windows Developer Configuration, Windows Developer Skills + WinApp CLI, Terminal, more Linux, and more on-device ("unmetered") AI - Tied to this, Copilot+ PC features are coming to more PCs, with CPU/GPU support - this, plus the RTX Spark stuff hints at answers to some obvious questions but there's nothing concrete from Microsoft Microsoft Edge is getting three new on-AI features Scout is a personal work agent powered by OpenClaw GitHub Copilot app arrives on desktop for your agentic coding and management needs Microsoft AI announces seven new foundation models Stevie Bathiche is back, baby! And he's talking about those AI app structures and how they've led to Project Solara Windows Microsoft discusses the progress it's made on Windows 11 pain points You can now test the new Start menu in Experimental - Paul did so along with the new Taskbar Qualcomm announces low-cost Snapdragon C for $300+ PCs to take on MacBook Neo And Acer is the first to announce a Snapdragon C laptop New Surface Pro with Snapdragon X2 leaks for June release (!) Dell XPS 13 is coming soon with Intel Wildcat (also to take on MacBook Neo) Dell revenues are through the roof, but not because of PCs HP revenues are up, and it is because of PCs AI and dev Anthropic gets a new valuation exceeding OpenAI and then it files for an IPO OpenAI adjusts GPT5.5-Instant for less sucking-up and releases computer use in Codex on Windows Flutter takes the lead on Flutter desktop development XBOX and gaming Asha Sharma says you can't please everyone and then immediately jumps the shark trying to please everyone XBOX delays Fable reboot because of GTA VI New titles coming to Game Pass in early June across platforms XBOX starts early testing of new console features ASUS announces ROG Xbox Ally X20 with OLED display and XReal R1 glasses Intel announces Arc G-series for gaming handhelds Call of Duty Modern Warfare 4 is next and it's the COD we've been begging for Tips and picks Tip of the week: Now you can vibe code a native Windows app from the CLI App pick of the week: iA Writer RunAs Radio this week: Data API Builder and SQL MVP with Jerry Nixon Brown liquor pick of the week: Old Malt Casking of Longmorn 20 These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/986 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: joindeleteme.com/twit promo code TWIT threatlocker.com/twit cachefly.com/twit

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

On the podcast this week, I cover my highlights from the various announcements made during Microsoft BUILD, I provide a follow up on the recently published exploit by a disgruntled security researcher, discuss a European search engine move and much more! Reference Links: https://www.rorymon.com/blog/microsoft-build-2026-announcements-nvidia-taking-on-the-pc-market-japan-hits-6g-milestone/