Software Defined Talk

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