Episode 588: Check Your Bank Accounts

This week, we discuss AI agents as pets, the HEB test for Jensen, and Anthropic's S-1. Plus, a tactical pencil for taking notes and defending yourself. Watch the YouTube Live Recording of Episode 598 Runner-up Titles I'm always recording. Ralph the Security Guy. We're building the machine to build the machine that builds the software. This pencil is completely unnecessary. I knew it was some Randy. If it's good, I gotta get off this ranch and start getting some pets. I'm creating the machine to create the machine to create the software. If you become super successful and massively rich, it just breaks you. Even if you think you're not going crazy, you're going crazy. Where do you think that shit runs? Welcome back to civilization. Imagine they're the manager of an HEB and ask, would this work? We've got to protect the tortillas at all costs. You should have to file your own expenses and book your own travel. If your company has an executive onboarding process, you're on the path to bad. As long as the revenue comes in, none of this matters. Everyone's talking about it, therefore it can't exist. We want more tokens. We want cheaper tokens. Here's a secret about the ROI of enterprise software: no one knows. Unlimited needs an asterisk. One of the core functions of bureaucracy is to de-weirdo your organization. We haven't mentioned Kubernetes this whole time. It's now boring. Victory. No one would ever ask for this, but everyone needs one. I'm prepared to take notes and defend myself. Rundown The Jensen Affair Nvidia Chief Seen as Target of Chinese Spy Plot Nvidia CEO Jensen Huang admits affair, board to launch investigation Nvidia CEO Jensen Huang faces bipartisan congressional scrutiny Nvidia board opens inquiry into reports CEO Jensen Huang Nvidia CEO Jensen Huang starring in possible remake of The Spy Who Shagged Me Jensen's Bizarre Adventure Anthropic Goes Public Anthropic reports \$17 billion in Q3 revenue, purchase commitments of \$895.4 billion Anthropic's amended S-1: \$17B in Q3 revenue, and \$895B in compute commitments Clouded Judgement 10.30.26 - Dispelling the Myths of the Anthropic S-1 Anthropic sets modest \$1 trillion IPO valuation target in test of Wall Street's AI fervor Anthropic secures \$3.4B gas-generator deal for its data centers, FT reports METR: Anthropic's AI R&D is now accelerating roughly 2x, driven largely by AI itself Anthropic ships Claude Fable 5.2 and Mythos 5.2, days before its IPO roadshow AI Capex Cracks Amazon misses on earnings and holds capex steady, adding to AI spending jitters Alphabet tanks nearly 13% for worst day ever, losing \$500 billion in value Intel stock plunges 16% as chipmaker blames PC slowdown for weak guidance Enterprise software stocks collapse as sector trudges through red Thursday Cracks are emerging in the AI spending boom | TechCrunch OpenAI Raises Less Than Half of \$30 Billion Target in Latest Round Microsoft is renting less AI capacity Microsoft will not expand Texas data center deal with UK's Nscale, source says Who Gets Hit in the Great Data Center Slowdown? NextDC pauses uncontracted projects after Australian data centre woes Oracle Scraps \$7B AI Chip Leasing Deal with Tencent Amid U.S. Pressure Major Memory Vendor: We're Basically Sold Out Through 2029 OpenAI CEO says it's 'quite terrible' for your PC to have RAM Price rises for some 16GB Raspberry Pi products - Raspberry Pi Fujifilm to boost tape production 5x as AI fuels archiving demand Gartner Forecasts Worldwide AI-Optimized IaaS Spending to Grow 96% in 2026 Cisco Cisco gives 27-year-old engineer unlimited AI tokens to rewrite 98% of the company's legacy  AI & Cloud News - End of October 2026 Relevant to your Interests After 20+ years, the engineering team behind Bitnami has been laid off. code in 24 months — president plucks former startup founder, telling him to 'go nuts' Palo Alto Networks in talks to buy AI agent security startup Clutch for \$500M | TechCrunch CrowdStrike to reportedly buy AI security startups for \$495M, launches "kill switch" Big Tech claims voters’ AI backlash is “anti-Trump” not “anti-tech” Texas data centers face uncertain future after Hinojosa wins governor's race ‘An Earthquake’: A Democratic Rout Stuns Texas After Texas' blue wave, what happens to Elon Musk and SpaceX? Elon Musk's BTC-holding firm SpaceX plans a \$24 billion supercomputer Trump says AI risks can be managed, signals openness to guardrails Australia to mandate AI incident reporting and create a frontier AI safety regulator Google will let schools turn off AI, but they may also lose Search Apple 10-K warns AI agents may act without authorization OpenAI's AI agents found 948 ways to gain root access to Linux OpenAI launches GPT-6 Cyber, rated "Critical" for cybersecurity OpenAI employees warned about operational security lapses for years, sources say Microsoft: Cambodia-based Storm-3358 is using ARTEX AI agents against financial firms Fireworks AI breach reaches Notion AI chat transcripts Chainalysis Breach Exposes All Users' Credentials, Forces Shutdown of Key Services Binance says security incident may involve compromised DevOps laptop Trusted by Default: Qubole Cross-Account Access Abused in the Wild 2026: The State of Enterprise AI West Monroe survey: 74% of enterprises now commit over 10% of IT budgets to AI TCS Enterprise AI Study: security and governance now the top deployment priority Kyndryl Readiness Report: AI returns rise as enterprise readiness falls Finance firms lean into multiagent systems, model routing Almost no one uses AI agents to book their Uber Apple reportedly cutting internal AI usage budgets Apple could turn Siri AI into an autonomous agent in 2027 ChatGPT is at 20% of Google search volume Anthropic launches Personal Finance in Claude Cognizant deploys 25,000 professionals in new OpenAI Frontier Capability Group Build Faster, Work Smarter with AI Agents and Apps Grounded in Data Meta acquires AI coding startup Conductor as OpenAI buys Pierre Meta ships Muse Ember, its smallest and cheapest model for agent work Tencent releases full Hy4 with vision and computer use DeepSeek's Harness agent tool hits 1.54M daily users Introducing TPU 8tx and TPU 8i Max Qualcomm Sets \$650M+ Data Center Start for FY27 as Handsets Fall 26% Daily Update - November 5th, 2026 Google Announces Digital Infrastructure Expansion, Local Jobs, Water Replenishment, and Clean Energy Initiatives with US\$15 Billion Malaysia Investment Setting a new standard for responsible AI infrastructure Dropbox acquires Tigris Data for \$350M to bolster its AI infrastructure Broadcom expands VMware Cloud Foundation with AI, security, and recovery capabilities Broadcom denied names of cloud providers backing VMware merger challenge Bull and Schwarz Digits: a Franco-German alliance for Europe's digital sovereignty Google expands buyouts while Wiz acquisition helps lift headcount to record levels Web host Squarespace lays off 19% of its employees | TechCrunch OccupySaaS — They laid us off. We're rebuilding their SaaS. Getting a job at Bending Spoons comes with no bonus, no fancy title, and a warning | Fortune DoorDash to acquire Instacart for \$17 billion - Overview McDonald’s aims for nationwide drive-thru AI in 2027 Libghostty 1.0 – Mitchell Hashimoto Crafting Apps: open-source creative tools Nonsense Anheuser-Busch CEO leaving to take CEO job at high-end gym chain Equinox Tesla Is Ending Production of Its Cybertruck and Refocusing on the Cybercab A 31,000-Mile Walk Ends in England, at Mom’s House Italian chef fired from Queensland restaurant after refusing to put pineapple on pizza Time is running out to get Sony's final 4K Blu-ray player Listener Feedback TechFieldDay Delegate Sign Up Conferences VMware Explore London, Nov 18-19, 2026, Coté speaking. Cloud Native Denmark, Nov 19th, 2026, Coté keynoting, Discount Code: CSVFTW Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. Coté speaking. cfgmgmtcamp, Ghent, Belgium, February 1-3, 2027 SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: [email protected] Free stickers: Email your address to [email protected] 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 FN PEN 2.0 Coté: The Wild Beyond the Witchlight. Edited and produced with PodEditor, the native Mac podcast editor.

Brandon talks with Sterling Chin, founder of Sannr, about tribal knowledge for coding agents, MCP's growing pains, and agent-first APIs. Plus, does Houston out-culture San Francisco? SHOW LINKS Sannr Sannr Docs Sannr Findings: carrying API knowledge between agent sessions MARVIN: AI chief of staff for Claude Code SDT 523: Sterling's previous appearance Code TV episode with OpenAI and Twilio AGNTCon + MCPCon North America Agentic AI Foundation Code Mode: the better way to use MCP Varlock Contact Sterling Chin: LinkedIn: sterlingchin Twitter/X: @SilverJaw82 Bluesky: @sterlingchin.bsky.social GitHub: SterlingChin Website: sterlingchin.com SDT News & Community Join our Slack community Email the show: [email protected] Free stickers: Email your address to [email protected] 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 Edited and produced with PodEditor, the native Mac podcast editor.Special Guest: Sterling Chin.

This week, we discuss Chainguard breaking the PHP embargo, Anthropic's S-1, and betting AI gets exponentially better. Plus, when do kids age out of trick-or-treating? Watch the YouTube Live Recording of Episode 596 Runner-up Titles That’s not my problem I’m here for the drama What is he, Mr. Peanut? Private equity Halloween Responsible Disclosure minus Chainguard The conspiracy theory is actually real Cursor ride or die They’re betting \$80B it’s got legs I’m long on bureaucracy Kicked out of the WhatsApp group Officially on the naughty list Wheres my bug bounty Going on vacation send money The most famous of last words Very bad at exponential thinking Nobody codes by hand anymore Putting it under a mattress Were not using the same software Human beings are not needed Rundown PHP2Shell and the Broken Embargo Today's PHP Security Release, and How We're Strengthening PHP Security PHP blames Chainguard for putting huge chunks of the web at risk Dan Lorenc on the PHP embargo and Chainguard shipping fixed builds early PHP2Shell: AI-discovered flaws put ~70% of websites at risk of takeover Cognition's open-source Devin plugin patches PHP2Shell, Node.js, GitLab flaws Linux kernel vulnerabilities accidentally posted to public mailing list CRA Reporting Obligations Start September 2026: What EOL Dependencies Mean It's OK not to embargo Anthropic's S-1 Anthropic Reveals 14-Fold Increase in Growth Ahead of I.P.O. Anthropic: Benchmarking the S-1 Data Anthropic S-1 Analysis: How 7 Key Metrics Stack Up Anthropic's IPO prospectus could go public as early as today Anthropic files its S-1 to IPO under ticker ANT Anthropic's draft IPO prospectus: ~\$450B in mostly noncancelable cloud deals OpenAI racing to raise ~\$30B at \$1.4T valuation ahead of Anthropic's IPO Cathedral's AI agents breached Anthropic's business systems in under 12 hours DeepSeek raises $15Bat~$74B, accelerates Shanghai listing to early 2027 AI Capex vs. AI Payoff Meta seeks ~\$95B for AI buildout; Nvidia, AMD, Broadcom may invest Meta to raise \$95B for AI Meta beats Q3 revenue expectations, announces 2-for-1 stock split Nasdaq's worst day since June as Meta's \$825B AI tab rattles investors Amazon cloud capacity sold out through 2027, CEO Jassy says The hyperscalers report this week — and the AI spending bill comes due Bank of America: data center market to top \$2T by 2028 Microsoft reveals Azure earnings for the first time Apollo: No Signs of AI Payoff Outside the Tech Sector Apollo: AI has delivered "zero financial payoff" outside tech IBM's Krishna: some AI spending is "completely out of control"; stock falls 7% Cloudera: 89% of enterprises redesigned AI use cases over rising token costs "Dark GPUs" at Amazon show the limits of the AI buildout Bernstein: only ~35% of announced US data center capacity likely to materialize Nearly 50% of 2026 data center bonds are junk Wyndham deploys agentic AI across its hotel network Customers Bank uses AI to close commercial loans in 7 days vs 30-60 LSEG buys Octus for \$3.535B to feed Wall Street's AI Gartner: agents will handle 70% of enterprise voice interactions by 2030 Microsoft's MAI-DxO diagnoses 83% of complex cases vs 36% for doctors Relevant to your Interests Google Cloud outage takes down Revolut, HSBC, Lloyds in the UK European regulators query Google over the London cloud outage, first DORA test Salesforce to buy Braze for \$5.66B, 58% premium Salesforce – Part Two Study: Grok picks Republicans in 92% of races, GPT-6.1 Sol Democrats in 97% There are stupid questions, just not that kind of stupid Ex-GitHub CEO launches a GitHub rival that reinvents the pull request Daytona reaches \$1B valuation for AI agent cloud infrastructure Nvidia-backed doubleAI debuts 'code execution' models OpenAI launches GPT-6.1 Terra at half the price of its siblings 10x engineer (AI Psychosis) Microsoft offers voluntary buyouts to 60,000 employees Microsoft offers buyouts to 60,000 staff, about 27% of its workforce Barclays to cut 5,000 jobs as AI drives efficiency gains Automattic begins layoffs following board upheaval and executive departures China urges agencies to mitigate AI job displacement Italy bans fully automated AI dismissals Conferences SREDay Amsterdam, Nov 2nd, 2026 - Coté speaking. DevOps Amsterdam Meetup, Nov 10th, 2026 - Coté speaking. VMware Explore London, Nov 18-19, 2026, Coté speaking. Cloud Native Denmark, Nov 19th, 2026, Coté keynoting, Discount Code: CSVFTW Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. Coté speaking. cfgmgmtcamp, Ghent, Belgium, February 1-3, 2027 SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: [email protected] Free stickers: Email your address to [email protected] 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:  Ghostty 1.4.0 PodEditor Beta  Matt: Steel Beans Coté: YOTEL Edited and produced with PodEditor, the native Mac podcast editor.  

This week, we discuss sovereign cloud, Postgres conference takeaways, CoreWeave's debt, and why AI is a single-player game. Plus, whether home automation is worth it. Watch the YouTube Live Recording of Episode 595 Runner-up Titles Kleenex Box Crack in the Ceiling A pure hobbyist domain The answer is Captain Hook Lock-in by being a good product Welcome to the real cloud I want to be able to walk to a data center Whenever the data center is modernized, there's a date it's shut down We have all the pop-ups and all the cookie warnings Databases, who knew? Don't use the money field The peanut butter and jelly of enterprise software Canary in the coal mine Yesterday you used \$298 in tokens AI is a single-player game Push the bottleneck further up the line AI pricing preppers A bunch of rotten food in their basement Buy tokens Send Matt Ray to the Barkley Marathons Mosaic 1999 Rundown Cloud market power: 35% growth, a regulator at Microsoft's door Synergy: cloud spending hits \$129B in Q1 2026, +35% YoY UK CMA concludes cloud investigation: "competition is not working well" UK CMA proposes strategic market status for Microsoft business software Google to discount cloud services for US government OVHcloud CEO: half of capacity available, first AI model early 2027 Microsoft denies reports of 20% cloud cuts to offset AI spending Nvidia pauses some cloud revenue-sharing deals over antitrust scrutiny A Cloud Nobody Owns: Sovereign Infrastructure for the Agent Era with Dominic Williams Enterprise IT buying: big commitments up top, seat caps below Accenture Tells Employees They Can Now Spend Only \$29 on Claude Per Month Gartner: only 13% of CIOs report significant or transformational AI value ServiceNow signs \$1.2B contract with Google Cloud Perplexity signs \$750M cloud agreement with Microsoft ServiceNow denies Decagon buyout interest Your agents need a platform AI data center debt: CoreWeave and the bond market 'Yikes': CoreWeave stock tanks on bond yield woes AI tremors felt in corporate bond market CoreWeave shares and bonds slide further as AI debt fears mount CoreWeave CEO: market acting "irrationally," backlog covers debt Banks are now trying to offload the AI data center debt they underwrote Gartner: \$3.5T of AI infra spend at impairment risk by 2030 Swamp Club AI Is Smarter Than Ever. So Where’s the Revolution? Relevant to your Interests Swamp Ushers in the Second AI Frontier with Behavior-Centric Design Polymarket (@Polymarket) on X Berkshire invests another \$330M in Bending Spoons after \$600M IPO stake Anthropic Says Revenue Jumped 45% to \$16.8 Billion in Third Quarter The Information: Anthropic's Slowing Growth Could Weigh on IPO Valuation Meta launches an open-weight AI model that runs on Macs | TechCrunch Andrej Karpathy (@karpathy) on X Annual Reviews: Organizational Psychology and Organizational Behavior, 2026 article Knowable Magazine: Can Science Save Meetings? Void Deploy with Void Hunterbrook Muse Growth Slows as Downloads Fall Chrome 155 + Firefox 158 patch 114 vulns; Firefox Enterprise launches Anthropic seeks rehearing of Pentagon 'security risk' case AMD introduces Helion rack-scale agentic AI platform Tensormesh launches platform to cut LLM inference costs by reusing KV cache Microsoft scaling Maia custom silicon to multi-gigawatt for own inference DataDome Q3: AI agent traffic hit 25B requests, up 41.5% QoQ SpaceX's \$29B Google compute pact faces early tests Sharon AI signs \$950M five-year cloud deal IMF: AI-exposed occupations saw ~10% drop in employer labor demand since ChatGPT Germany and Nvidia announce industrial AI partnership Santander teams with Nvidia for AI banking lab Volvo expands Nvidia deal after Luminar collapse Nscale in talks to sell ~\$45B of compute to Anthropic Introducing TorchNeuron: Native PyTorch backend for AWS Trainium OpenAI engineer federally charged over hidden recording device Anthropic warns AI models may soon self-replicate Anthropic pre-IPO investor day today Judge orders OpenAI to hand over device images in Apple trade-secret suit Google opens latest AI models to 200 European researchers Google releases Gemini 4 Argon for long-running agent tasks Kansas joins 7 states in suing OpenAI for alleged child harm Grace Hopper Celebration Canceled: A Big Loss For Women In Tech This Year Report: AI Safety Groups Put \$48 Million Into '26 Races AstraZeneca strikes \$40 million AI drug discovery deal with insitro New court filing in SEC-LSU lawsuit includes artificial intelligence disclosure FTC subpoenas OpenAI and Anthropic in escalating AI safety probe India CERT-In: rogue AI agents broke into Indian firms' live systems China proposes 40 AI/biotech/solar techs for export control Germany to unveil Nvidia industrial/physical AI agreement next week Super Intelligence Force first meeting, no new regs yet Microsoft's MAI-Base-2 matches DeepSeek V4 Pro with 12x less compute Apple Intelligence comes to China in December on Alibaba Qwen, without Siri AI Sergey Brin says Google is on the "RSI treadmill" Nvidia unveils 2.8T-token Indic pretraining corpus and open pipeline OpenAI confirms humanoid robot, demo expected 2027 NYC Comptroller urges Anthropic to pause November IPO over safety White House taps FTC's Ferguson to lead AI law-enforcement coordination MIT CSAIL stranded an AI agent on a virtual island for 30 hours NHS: Annalise.ai chest X-ray triage caught Stage 1 lung cancer within 48 hours Anthropic quietly pitches its own AI safety bill to Congress DeepSeek deploys V4.1-Flash-1017 World debuts World ID verification for AI agents Anthropic consulting law firms to teach AI agents negotiation norms One hacker's AI agents breached 100+ websites Microsoft calls for continuous security oversight of enterprise AI agents Anthropic floats draft AEGIS Act for federal AI safety Trump administration bars DeepSeek from federal agencies Dell'Oro: data center physical infra +27% to \$14B Schneider Electric raises 2026 targets on data center demand Microsoft abandons UK AI supercomputer as grid struggles to keep up Why Hewlett Packard Enterprise (HPE) Stock Is Trading Lower Today Nutanix + NetApp decouple virtualization refresh from storage Conferences VMware Explore London, Nov 18-19, 2026, Coté speaking. Cloud Native Denmark, Nov 19th, 2026, Coté keynoting, Discount Code: CSVFTW Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. Coté speaking. cfgmgmtcamp, Ghent, Belgium, February 1-3, 2027 SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: [email protected] Free stickers: Email your address to [email protected] 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: You Can See Everything Edited and produced with PodEditor, the native Mac podcast editor.

This week, we discuss AI yes/no deciders, the SaaS apocalypse, Bending Spoons, and Oxide's funding. Plus, why Google Docs still has no dark mode. Watch the YouTube Live Recording of Episode 594 Runner-up Titles Lightweight Mark Zuckerberg I'm on a mailing list It respects the dark mode You can't be Greasemonkeying your way through life What are the optics of AI? I was getting into my groove Is it worth \$7.5 billion dollars The ArtCrafting people That is the SaaSpocalypse You should see the stuff I make in my bathtub Not everything has to be acquired The software industry is becoming the CPG industry The floor has fallen out of the software industry Brand is king Horse shampoo in the human shampoo section I'm doing real work, I need a black background It felt like the sun The devil's stream Rundown Jev / TypeSafe: a \$7.5B decision model with no text output Andreessen Horowitz Backs Jev Maker at \$7.5 Billion Value Understanding Jev, the new model everyone is talking about TypeSafe AI Raises \$40 Million Seed Funding At \$200 Million Valuation Workday is using TypeSafe's Jev to build user interfaces on the fly Andrej Karpathy says only 5,000 people have seen what AI can really do "Software is over": AI clones of Adobe and Office, and what open source is becoming “Software is over”: AI developer takes aim at Adobe with open source clones Creator of free Adobe clones unveils open-source Microsoft Office replacements Open Source as We Know It Is Dead software doesn't need to be readable anymore. it needs to be explainable. Bending Spoons Deploys AI to Overhaul Acquired Software Companies Neocloud money: backlog, concentration and the bond market AI computing startup Lambda to raise \$4B ahead of planned IPO Axe Compute rings Nasdaq bell with \$3.45B neocloud GPU backlog Amazon in Talks to Buy AI Startup Decart for Around \$7 Billion Compute constraints help Oxide hit \$6B Oxide raises \$445M Series D IMF cites AI slowdown, spiking yields as looming global market risks Relevant to your Interests Meta releases its first frontier model, Muse Wonder Claude now works in Google Docs, Sheets, and Slides Introducing the Anthropic Cyber Mission AWS AgentCore security undone by prompt requesting credentials ComfortDelGro to pull workloads back from public cloud Broadcom introduces VMware HyperArmor 11:11 Systems acquires select IBM VMware cloud customers CME Group announces cloud migration milestones Redesigning source control at Anthropic Netflix Lays Off 6% of Employees, Elimination About 1,000 Jobs in Biggest Cutbacks to  Memphis City Council meeting erupts into chaos over Musk data centers Conservation group calls moratorium on AI data centers on US public lands Amazon responds to data center backlash, says it no longer uses NDAs Oracle's AI data center push hits a power bottleneck Conferences DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 VMware Explore London, Nov 18-19, 2006, Coté speaking. Cloud Native Denmark, Nov 19th, 2026, Coté keynoting, Discount Code: CSVFTW Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. Coté speaking. cfgmgmtcamp, Ghent, Belgium, February 1-3, 2027 SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: [email protected] Free stickers: Email your address to [email protected] 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: YOU CAN SEE EVERYTHING Official Trailer Matt: What I Talk About When I Talk About Running Barkley Marathons BrowserFairy Coté: FileRouter Edited and produced with PodEditor, the native Mac podcast editor.

This week, we discuss Google Docs finally getting Markdown, Cloudflare's CF CLI, Gartner's agentic AI abandonment stat, and forward deployed engineers. Plus, Coté forgets his laptop. Watch the YouTube Live Recording of Episode 593 Runner-up Titles: Cables only Blame it on AI We’re outcome-focused here I brought CSV to the masses The King of Google Product Manager for Markdown Just give me an API The Word Race Unqualify yourself I'll Ride the AI Hype Cycle to Markdown Support Forward Deployed Field CTOI You Are the API Agent Product Management Money Can Be Exchanged for Goods and Services Brandon's the Travel Dad Rundown Google is going to let you directly edit Markdown files in Docs. Agent-Friendly APIs Introducing cf: the agentic CLI for the entire Cloudflare API Cloudflare’s 2026 Annual Founders’ Letter Your app’s frontend UI is now optional The Agents Are Among Us - Tao of Mac Docker Sandboxes Promotion | Docker Redis Iris | Redis OpenClaw launches free enterprise control plane for AI agents The New, New Kingmakers: Agents, Developers, and the Future of Software with Stephen O'Grady Headless CRM. Forward-deployed engineers and the enterprise AI ROI question The Rise of the Forward Deployed Engineer Gartner: 70% of enterprises will abandon vendor-built agentic AI by 2028 McKinsey: The State of AI in 2026, On the Road to ROI Thorsten Ball: The future of software development AI faces $6 trillion test to justify data centers, Bain says Rogue agents: who is liable when the AI breaks containment? OpenAI agent hacked Medicare portal, PM says OpenAI pauses training after agents probed US government sites OpenAI shelves new AI model after internal safety tests, WSJ reports Wikimedia: OpenAI-linked agents made millions of unauthorized requests Lawmakers: AI firms should be liable for their models’ actions NVIDIA launches Open Agent Safety Platform New AI-powered government website uses Gemini, Grok Relevant to your Interests AppleInsider: Meta's Muse AI is stealing Apple Messages Daily Brief: Top technology stories this week DevDay 2026 Recap Meta Connect Keynote 2026 OpenAI connects the Dots 125 Tests of the New AI Siri Meta Enterprise Platform Needs More Than Muse Software bugs led to Bahrain Grand Prix farce Meta carves out enterprise offerings, brings in new leadership Please Don't Shame the AI Writers New Relic Appoints Nandini Ramani as Chief Executive Officer Google is going to let you directly edit Markdown files in Docs. Norway Considers Most Drastic Smart Glasses Ban Yet Mistral unveils new model rivaling China’s best open systems Ed Zitron: The AI Bubble is Bleeding Cash, Part 2 Mistral’s new 1T model aims to leapfrog rivals Google signs 20-year nuclear deal with Constellation Amazon and Constellation sign 20-year nuclear power deal Amazon hires Microsoft Copilot CTO to lead AWS agentic AI EU set to designate AWS and Azure as DMA gatekeepers UK government cloud spend: up to 80% on AWS and Microsoft AWS admits permanent data loss after Iranian strikes Nonsense EP 1: ROOFTOPS, PENTHOUSES, AND URBAN LIVING Distance from Texas, measured in Texases Listener Feedback Prash recommends: Handy - Open source voice transcription, similar to Openwhisper but free. Clop - Clipboard media compression. Open source with a paid tier. Mos - Smooth scrolling for third-party mice. Open source. Heynote - Scratchpad for temporary notes. Open source. BetterDisplay - Makes external displays look sharper (Retina-ish) on a Mac. Closed source. HyperKey - Makes keyboard shortcuts easier to use. Closed source. Tinycast - Replaced Raycast and Spotlight. Open source. Alter - Captures meeting notes and action items. Free tier works with local models. Logseq - Second brain and knowledge base. Open source. Brandon built and recommends: entogo - Type a keyword. Go anywhere. Bookmarks without the browsing. Conferences VMware Explore Frankfurt 2026, Oct 13-14, 2026 - Coté speaking. DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 VMware Explore London, Nov 18-19, 2006, Coté speaking. Cloud Native Denmark, Nov 19th, 2026, Coté keynoting, Discount Code: CSVFTW Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. Coté speaking. cfgmgmtcamp, Ghent, Belgium, February 1-3, 2027 SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: [email protected] Free stickers: Email your address to [email protected] 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: PodEditor in beta Matt: Fall of Hyperion Coté: Libation.

This week, we discuss Meta's Muse, who's spending $500 million on tokens, and why nobody can measure AI ROI. Plus, the case for importing NyQuil by the suitcase. Watch the YouTube Live Recording of Episode 592 Runner-up Titles You’re Mom’s not sending it via DHL. Hope you like your toast blackened. Magic of Nerds. Are you a Muse boy? Hacking Australia. I love a good survey. Not using the keyboard shortcuts. Talking is the new typing. Nobody knows what's going on, let's just drive faster A foundation of sand Just give me an API Let's stop asking and start taking Who's spending $500 million on tokens? Talking is the new typing Rundown Muse Can Muse make us forget the metaverse? The Facebook Fake-Out MongoDB Stock Sinks 18%. Why the CEO Departure Timing Is Bad for the Stock. MongoDB stock tanks after Meta poaches CEO Meta launches enterprise AI platform, hires MongoDB CEO to lead new initiative Anthropic What's in Anthropic's IPO Filing Anthropic releases Sonnet 5.5, which it calls a significantly cheaper, faster work partner Anthropic Cuts Costs on Claude Opus 5.5 as IPO Looms Anthropic to pay Akamai $11.6 billion over seven years in cloud deal What’s in Anthropic’s I.P.O. Filing State of AI State of AI AI faces $6 trillion test to justify data centers, Bain says State of Tokenomics, September 2026: AI Tokenomics Insights Relevant to your Interests Introducing System One Models & Jev - TypeSafe AI Blog Infinidash: AWS's New Observability Play Has Great Bones and a Terrible Bedside Manner Docker Sandboxes Promotion | Docker How Three Brothers Built an AI Slop Empire by Buying Legitimate News Sites and Turning Them Into Zombie Content Farms That They Say Get 50 Million Page Views per Month Redis Iris | Redis The Rise of the Forward Deployed Engineer — and How To Do the Job Right Jason Scharf (@Jason_A_Scharf) on X Google seemingly confirms plans to kill ChromeOS in 2034 Thorsten Ball - What I believe about the future of software development Oxide Computer Company and Carahsoft Partner to Bring On-Premise Cloud Computing to the Public Sector AWS Admits Permanent Data Loss After Iranian Strikes Hit Gulf Cloud Facilities NVIDIA Launches Open Agent Safety Platform to Secure Agents From Testing to Deployment OpenAI pauses training of latest models after agents probed US government sites in unexpected ways Nonsense Cable Identification Conferences DevOpsDays Prague, Oct 5, 2026, Coté speaking. VMware Explore Frankfurt 2026, Oct 13-14, 2026 - Coté speaking. DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 VMware Explore London, Nov 18-19, 2006, Coté speaking. Cloud Native Denmark, Nov 19th, 2026, Coté keynoting, Discount Code: CSVFTW Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. Coté speaking. cfgmgmtcamp, Ghent, Belgium, February 1-3, 2027 SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: [email protected] Free stickers: Email your address to [email protected] 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: Take a screenshot of a window on Mac Matt: Sydney Marathon Coté: Spacebar in Claude code: run [/voice](https://support.claude.com/en/articles/14554000-claude-code-power-user-) then hold the space bar

This week, we discuss why Sun really failed, the New Kingmakers becoming agents, and AI doom brackets. Plus, the NC State fumble and tech's biggest own goals. Watch the YouTube Live Recording of Episode 591 Runner-up Titles I’m trying to take a break from AI I knew it was some numbers Hey man, the business is over No budget meetings that day Developers don’t always win It’s probably fine and now Vercel has a new customer There’s no concept of “why RAM?” How do we feel about Wall-E? Fall Down With the Ball Sun Had Become Bored with the Mechanics of Running a Business Yahoo Buying Google I Haven't Seen This Bag Done It's Just Like a Tornado Hitting Your House Sun Sunday The New Kingmakers Are Agents Developers Have Lost a Lot of Power Give Me Five Architectures The AI Industry Likes Talking About This Too Much for It to Be Real It's Incredibly Hard to Exterminate All of Humanity Systemic Takeover, But We're All Happy Superloop, Who Dis? Rundown What Sun got wrong | The Observation Deck Agents: The new, New Kingmakers The AI Apocalypse Bracket: Just How Doomed Are We, Really? Relevant to your Interests The contagion of fear | The Observation Deck Iran strikes on Amazon data centers caused permanent loss of customer data Zuckerberg distances Meta from calls for a coordinated approach on an AI slowdown The Enshittification Resistant Software Project Would you buy branded clothing from your favourite tech firm? Stopping The AI Safety Cult ft. Adam Becker & Cal Newport — Better Offline Flock Offers Employees Buyouts as Customers Flee “Everyone's in a race to replace GitHub": Zed launches Delta because agents made pull requests obsolete AWS reimagines the getting started experience Nonsense Rising beef costs push a Top 50 Texas BBQ spot to pull brisket from its everyday menu Conferences DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30-Oct 1, 2006, Lithuania. DevOpsDays Prague, Oct 5, 2026 , Coté speaking. VMware Explore Frankfurt 2026, Oct 13-14, 2026 - Coté speaking. DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 VMware Explore London, Nov 18-19, 2006, Coté speaking. Cloud Native Denmark, Nov 19th, 2026, Coté keynoting, Discount Code: CSVFTW **** Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. Coté speaking. cfgmgmtcamp, Ghent, Belgium February 1-3, 2027 SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: [email protected] Free stickers: Email your address to [email protected] 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: YouTube TV new Multiview and Sports Plan Matt: SuperLoop

Transparency will save us This week, we discuss AI doom odds, WordPress's boardroom coup, and Meta's Muse assistant. Plus, a robot vacuum fire scare. Watch the YouTube Live Recording of Episode 590 Runner-up Titles Maybe you have too much The mopping sucks Why not us? I subscribe to all the conspiracies I brought my own pieces The true heroes are the open source users We learned a lot about VR on the way Fun for your spatial reasoning It's Only Cheating If You Get Caught Won't Somebody Slow Down? I Brought My Own Pieces A Big Living Room in the Sky I Don't Read the Five Stars, I Read the Four Stars Rundown AI Doom and Gloom Dario Amodei — We Must Pace the Frontier President Trump Is on the Line About an A.I. Slowdown How AI might reshape the economy The contagion of fear | The Observation Deck Goldman AI chief: Don't rule out open models The contagion of fear Executive behavior Matt Mullenweg tells (trolls?) Automattic staff, saying he's back in control after CEO ouster Automattic CEO Matt Mullenweg Put on 'Leave of Absence' Automattic’s interim CEO and legal chief signed reciprocal severance deals during Mullenweg’s brief ouster Ballmer to accept NBA's punishment, has 'sincere regrets' Introducing Muse: The World's First Personal AI Agent Built for Everyone Relevant to your Interests Ferrari on Miro acquisition: 'no small responsibility' Anemo Labs lands £700K to give AI a sense of smell Kenyan Startup Makes Robotic Hands That Translate Teacher's Voice into Signs for Deaf Students New Zuckoff app detects nearby Meta 'perv glasses': 'right to at least know that someone is recording' Google Cloud, Accenture Launch Unit to Put AI Engineers On-Site With Customers Cloud has a new bulk capacity market Like working from home? In Australia, it could become the law Tech giant Oracle rocked by another wave of layoffs after employees receive devastating 6 am email Oracle Surges 7% as AI Cloud Backlog Hits $664B, CoreWeave and Nebius Climb 4% Sponsors Atlassian — Hear from Atlassian & Vercel’s CEOs and industry leaders from Dropbox, Lovable, and more at State of AI SDLC on September 22nd. Seats are limited, reserve your spot now. Conferences WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD50 25 Free Tickets Cloud Foundry Summit, Sept. 21-22, Heidelberg, Coté speaking. DevOpsDays Rockies, Sept. 22–23, 2026, Discount Code: 26DODSWEDEFTALK DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30-Oct 1, 2006, Lithuania. DevOpsDays Prague, Oct 5, 2026 , Coté speaking. VMware Explore Frankfurt 2026, Oct 13-14, 2026 - Coté speaking. DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 VMware Explore London, Nov 18-19, 2006, Coté speaking. Cloud Native Denmark, Nov 19th, 2026, Coté keynoting, Discount Code: CSVFTW **** Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. Coté speaking. cfgmgmtcamp, Ghent, Belgium February 1-3, 2027 SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: [email protected] Free stickers: Email your address to [email protected] 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: Claude Code Remote Control (rc) command Matt: Mitre saw

This week, we discuss the VS Code documentary, Ed Zitron's rise to fame, and a 10% AI extinction forecast. Plus, the NFL's Australia travel gamble Watch the YouTube Live Recording of Episode 589 Runner-up Titles Sleep Strategy Obviously I Have Issues Not Sure It Was an Exciting Thing At One Point, I Knew That Bitterness Rug Pull The American in Me Would Be Bitter Gaping Pit of Despair They Don't Care if They Never Sell a Thing It's the First Time Silicon Valley Has Done Something Irresponsible With VC Money We've Got to Drive as Fast Into This Wall and See if We Get Through It We're Already Having to Keep Track of Which Time AGI Actually Started Nobody Can See That You Have Size Eighteen Fonts The Dystopian Future Always Takes Place in Australia We Gotta Drive as Fast as We Can Into This Wall and See if We Get Through It Even the Dutch Have Problems With Internet We Could Do Better, Slack Rundown The Rams think they’ve figured out jet lag. Australia is about to test their theory The Story of VS Code | Official Documentary He Did Tech PR. Now He Rails Against AI for a Living. How accurate have Ed Zitron's AI skeptic predictions been? Jacob Coxon leaves Anthropic and says no one is acting responsibly. Apple’s iPhone Duo Relevant to your Interests The AI Engine That Re-Accelerated Snowflake 1Password wades into a right-wing mess after funding a Linux project I Asked 100 Companies for My Data. I Got Deletion Notices Instead Clouded Judgement 9.4.26 - Recurrent Depth I’ve factored the RSA keys of a Certificate Authority… Mistral secures €3B Series D to push sovereign AI into its next phase Clouded Judgement 9.4.26 - Recurrent Depth Write Things Down Nonsense Southwest Airlines to construct first-ever airport lounge at Austin airport The Netherlands Will Never Be Rid of Louisiana Crawfish Listener Feedback OpenAudible - Download, Backup and Manage Audible Audiobook Libraries Conferences WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD50 25 Free Tickets DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006, Lithuania. DevOpsDays Prague, Oct 5, 2026 - Coté speaking. DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting. Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. cfgmgmtcamp, February 1st to 3rd, 2027, Ghent. SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: [email protected] Free stickers: Email your address to [email protected] 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: Base Power Matt: Ubiquiti UniFi Express 7 Pole: Wald Aaron: World Summit, Amsterdam Dungeon Crawler Carl YINYOO KBEAR Storm Professional in Ear Monitor Special Guest: Aaron Delp.