Software Defined Talk

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: questions@softwaredefinedtalk.com

Free stickers: Email your address to stickers@softwaredefinedtalk.com

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: questions@softwaredefinedtalk.com

Free stickers: Email your address to stickers@softwaredefinedtalk.com

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

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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: questions@softwaredefinedtalk.com

Free stickers: Email your address to stickers@softwaredefinedtalk.com

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: questions@softwaredefinedtalk.com

Free stickers: Email your address to stickers@softwaredefinedtalk.com

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: questions@softwaredefinedtalk.com

Free stickers: Email your address to stickers@softwaredefinedtalk.com

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

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