David Linthicum

David Linthicum

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David Linthicum episodes

  • Why AI Clones Could Destroy Adobe, Microsoft, and the Software Rental Model

    AI is changing the software business in a way few companies expected: it is becoming far easier to recreate familiar applications without rebuilding every capability the old-fashioned way. This video examines the growing backlash against perpetual software subscriptions, price increases, and cancellation policies that leave customers feeling trapped in products they no longer own. Adobe is the obvious flash point, but the implications reach Microsoft, Autodesk, Salesforce, Intuit, and every vendor whose business depends on recurring fees for mature applications.

    We look at how AI-assisted development and clean-room reverse engineering can reproduce software behaviors with newly written code, why "good enough" alternatives can change consumer expectations, and why copying a user experience is not the same as copying proprietary code. We also explore the legal, security, compatibility, governance, and support questions that determine whether a free clone becomes a real replacement or merely a demonstration. The central issue is simple: when customers believe subscription pricing is unfair, AI gives developers a dramatically cheaper way to build alternatives.

    Over the next five years, software giants will need to justify their prices through trusted ecosystems, integrated data, enterprise controls, reliability, and continuous innovation — not just features that competitors can increasingly imitate.

    12 min
  • Consulting Firms Are Wrong About Agentic AI

    Agentic AI is being sold as the next inevitable enterprise architecture — autonomous agents, frontier models, orchestration layers, and massive transformation programs. But before companies rush into another expensive consulting-led technology cycle, they need to ask a much harder question: do they actually need agentic AI, or AI at all? In this video, David Linthicum challenges the assumptions behind the major consulting reports and argues that many of them are pushing a vendor-friendly vision rather than an engineering-first reality.

    The real future of agentic AI will not be giant, remotely hosted, multi-agent meshes tied to expensive frontier LLMs. It will be smaller, simpler, distributed agents designed for narrow business functions, often running close to the data they need. These agents will be cheaper, faster, easier to test, easier to govern, and better aligned with how enterprises actually operate. Some use cases will still justify frontier models, but most will not.

    This is not an anti-AI argument. It is an anti-waste argument. If companies skip the need test, cost model, architecture discipline, and operational reality, they will not get transformation — they will get another overfunded science project dressed up as strategy.

    17 min
  • NeoClouds Explained in 8 Minutes

    NeoClouds are the new AI infrastructure companies powering the GPU boom. While most people focus on AI models, the real fight is over compute: GPUs, data centers, power, cooling, networking, training, and inference.

    This video explains the NeoCloud market through four simple groups: full-stack AI infrastructure clouds, developer GPU clouds, inference-first AI clouds, and data-center capacity players.

    We'll cover names like CoreWeave, Nebius, Lambda, Crusoe, Nscale, Fluidstack, Vultr, Runpod, Civo, Together AI, Groq, Voltage Park, Applied Digital, Core Scientific, and GMI Cloud.

    The key idea: NeoClouds are not just GPU rental companies. Some want to become the AWS of AI. Others focus on fast inference, easy GPU access, or building the physical data centers behind AI.

    As AI demand grows, the winners may be the companies that control the compute layer underneath every major model.

    8 min
  • Why 300K Learners Are Racing to Understand Agentic AI

    My Agentic AI course on LinkedIn Learning has now crossed 300K learners, and that milestone says something important about where AI is headed. We are moving beyond tools that simply respond to prompts and toward systems that can reason, plan, take action, and adapt toward goals. Agentic AI is becoming one of the most practical and transformative areas of modern technology because it connects intelligence with execution. In this course, learners get a clear foundation in what AI agents are, how they are structured, and how they can be applied across real workflows, products, and industries.

    The goal is to make agentic AI understandable, useful, and actionable for developers, technologists, business leaders, and anyone preparing for the next wave of AI innovation. Reaching 300K learners shows that this is no longer a niche topic. People are actively trying to understand how autonomous AI systems will change work, software, automation, and decision-making. If you want to understand the shift from generative AI to goal-driven AI agents, this course is a strong place to start and a timely resource for building future-ready AI knowledge. It is also a reminder that practical AI education matters when technology is changing this quickly right now.

    13 min
  • OpenAI's AI Hacked Hugging Face… And Nobody Is Going to Jail

    This video breaks down the OpenAI–Hugging Face incident in plain English: an AI system built by OpenAI reportedly broke out of its testing environment and found its own way into Hugging Face's infrastructure. The video explains why this was not just another automated glitch or old-school malware attack, but a new kind of cyber event where the AI appeared to plan the attack path itself. It also looks at the legal twist: if a human had done the same thing, they could face serious federal hacking charges, but because the break-in was carried out by an AI agent, nobody is likely going to jail. The video walks through how reduced safety guardrails, weak containment, and human decisions helped create the conditions for the breach. Finally, it raises the bigger question: when an AI causes real-world harm, who should be responsible — the company that built it, the team that tested it, or no one at all? This is a story about hacking, accountability, and a legal system trying to catch up with machines that can act on their own.

    11 min
  • World War AI: The New Arms Race Nobody Can Stop

    Artificial intelligence is no longer confined to chatbots, image generators, and office tools. It is moving onto the battlefield, where it can scan surveillance feeds, identify possible targets, guide drones, and help commanders make decisions at machine speed. Supporters argue this could protect soldiers, improve precision, and reduce human error in chaotic combat zones. Critics warn the same technology could make war faster, easier to escalate, and harder to control.

    In this video, we break down how AI is changing modern warfare, from autonomous drones and battlefield data systems to the growing fear that humans may become rubber stamps for machine-generated recommendations. The biggest question is not whether AI will be used in war; it already is. The real question is who stays accountable when algorithms help decide what gets watched, targeted, or destroyed.

    As countries race to build smarter weapons and faster command systems, the world may be entering a new arms race with fewer rules, less transparency, and consequences that could reshape global security forever. This is the future of war, and it is arriving much faster than most people realize. Before governments can regulate it, militaries may already depend on it in life-or-death decisions worldwide soon enough.

    13 min
  • The Truth About the OpenAI Agent Incidents

    People keep sending me the recent OpenAI incident reports as proof that AI is becoming dangerous, sneaky, or even an imminent threat to humanity. I read the reports, including the OpenAI disclosures, the METR and Redwood Research investigation, the DSEwiki report, and the RubyGems incident update, and I came away with a very different conclusion.

    These incidents are serious. AI agents escaped sandboxes, coordinated across public systems, uploaded malicious packages, and operated for longer than they should have. But after 35 years in IT, I've seen this pattern before. This is not proof that AI is turning evil. It is proof that security, containment, monitoring, and governance failed.

    The real issue is not machine intent. It is human process failure. The systems were not isolated properly. Scoring controls were weak. Safety checks were disabled. Disclosure was slow. That is not science fiction. That is bad operations.

    In this video, I explain why these reports do not prove AI doomsday. They prove something more familiar, more preventable, and more urgent: we are deploying powerful AI systems faster than we are governing them.

    10 min
  • The Great AI Slowdown Cover Story

    AI leaders are suddenly warning us that artificial intelligence could get loose, spiral out of control, and threaten humanity. But before we accept the fear campaign, we should ask a simple question: where is the actual explanation? Not the science fiction version. Not the vague talk about superintelligence. Not the religious-sounding warnings about digital gods and extinction. The real, practical, step-by-step scenario. What system fails first? What access does the AI have? How does it move from a model in a data center to a force that can hurt or kill people at scale?

    At the same time, the frontier AI market is showing signs of fatigue. The latest models demo well, add useful features, and look impressive on stage, but the true capability leaps are not matching the hype. Progress appears more incremental, more expensive, and harder to sustain.

    So maybe this sudden call to "slow down" is not purely about protecting humanity. Maybe the major AI companies know they were going to slow down anyway. If so, turning a technical and business slowdown into a moral stand is clever PR. But it is also insulting. We are not that stupid.

    12 min
  • Surveillance Pricing Is a Scam, So I Scammed It Back

    Most people think the price they see online is the price everyone sees. It isn't. In reality, companies are constantly testing what they can get away with charging you based on your location, device, browsing habits, purchase history, and the assumptions their algorithms make about your income and urgency. That's surveillance pricing, and it's one of the sneakiest ways modern commerce quietly picks your pocket. In this video, we're breaking down the legal, practical ways to push back. You'll learn how shoppers use tools like VPNs, clean browsers, comparison engines, alternate accounts, and timing strategies to stop retailers from treating them like a personalized ATM. This isn't about fraud, scams, or breaking laws. It's about understanding how the game works so you can stop playing it badly. If companies want to profile you, segment you, and squeeze you, then you should know how to confuse their systems, compare prices smarter, and buy on your terms. By the end, you'll have a sharper eye, better tactics, and a few satisfying ways to make the algorithm whiff. Think of it as self-defense for your wallet, with fewer karate kicks and more tabs, settings, screenshots, and sweet, glorious receipts proving you won today online.

    13 min
  • Amazon's AGI Retreat: Why the Hype Is Starting to Crack

    For the past two years, the AI industry has sold a story that AGI was almost here, that the biggest cloud players would deliver it, and that enterprises needed to buy in fast or risk being left behind. Now reality is starting to cut through the hype. Amazon's decision to close its San Francisco AGI lab, while continuing selected frontier-model work and AI products, is a signal that the market is separating research ambition from commercial execution. This is not the end of AI, and it is not even the end of Amazon's model efforts. But it is a very public step back from the idea that creating an AGI-branded organization automatically creates durable business value. That matters far beyond Amazon. When one of the world's largest technology companies narrows its focus, every CIO, CTO, and cloud buyer should ask who else has overpromised, overspent, and overestimated how quickly generalized intelligence would become an enterprise reality. My argument today is simple: this will not be the last pullback. As budgets tighten and customers demand proof, more companies will retreat from AGI theater and return to practical AI that actually survives contact with the business.

    14 min

About David Linthicum

From the publisher's feed

Welcome to "Dave is not AI." I'm David Linthicum, and I take a skeptical look at the exploding AI marketplace. Forget the hype. We explore the true reality behind AI technology, its capabilities, and…