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: [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 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. Sponsored By:Sentry: Use the code: sdt26 for $100 in Sentry credits for new users