Episode 595: The Silent Disco

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.