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Follow us on Twitter @Cables2Clouds | Co-Hosts Twitter Handles: Katherine - @sud0x | Chris - @bgp_mane | Tim - @juangolbez 

136 Episodes
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Trillions On The Line

Trillions On The Line

2026-11-0539:45

Send us Fan Mail Trillion-dollar numbers start sounding fake until they show up in an S-1. We kick off our October monthly news recap by unpacking Anthropic’s IPO move and what its public filing suggests about the real economics of frontier AI: staggering losses, massive compute commitments, and a business model that may depend on the market staying patient for a long time. From there we connect it to Gartner’s warning that a huge chunk of AI infrastructure spending could be impaired by 2030...
Send us Fan Mail A seasoned cybersecurity engineer with a federal background, an active network, and a clearance should not have to fire off 200 to 300 applications to get hired. Yet that’s exactly what happened to Spud, and the story exposes how broken tech hiring and cybersecurity recruiting have become in the post-layoff market. We walk through what it feels like to go from protecting critical systems to months of unemployment, repeated ghosting, and interview loops that never close. We t...
Send us Fan Mail AI isn’t just changing software. It’s changing laws, infrastructure, and the day-to-day reality of work, and California is becoming one of the clearest previews of what comes next. We dig into a flurry of new California AI regulations aimed at worker rights and accountability, from requiring human review when AI influences disciplinary action or termination decisions to increasing transparency when layoffs are linked to automation. We also talk privacy, including why “surveil...
Send us Fan Mail Agentic AI is changing what “normal” traffic looks like, and that forces a hard question: if most connections are workloads talking to workloads, why are we still designing network security around users accessing apps? We bring on Dan Sheldon (CEO) and Paul Carvill (CTO) to unpack their answer: Ephemeral Virtual Access (EVA), a just-in-time approach to cloud networking that creates encrypted connectivity only when a task has validated intent, then tears it down before it beco...
Send us Fan Mail AWS and Azure just did the thing everyone argued would never happen: a managed, first party multi-cloud interconnect between the two biggest cloud platforms. We break down what’s actually new here, what’s simply being productized, and why this matters for enterprise cloud networking, identity driven architectures, and outage aware design. We also talk honestly about the current limitations and where high throughput connectivity still depends on ExpressRoute, Direct Connect, a...
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