Software Defined Talk

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

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Recommendations

• Brandon: You Can See Everything

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