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
Who Wins AI?Models vs. MiddlewareJensen After DarkOnce again, robotsWhy is this something you talk about in a keynote?Could this have been an app?Defeating Apple, the sword in the stoneYour tokens are my marginPrisons, schools and military - what is the Venn diagram?Every enterprise is unhappy in their own wayRundown
NvidiaNVIDIA and Microsoft Reinvent Windows PCs for the Age of Personal AINvidia's N1X Apple Silicon rival is two years behindNvidia, Microsoft, and Arm are all teasing Nvidia's new N1X laptop processorsBlackstone and Google launch $5B TPU cloud venture with 500MW of AI capacityAI server demand drives staggering revenue growth for Dell and its stock soarsMicrosoft BuildMicrosoft Build 2026: Be yourself at workMicrosoft Build Live BlogMicrosoft admits its "infuriating" floating AI button was a mistakeOpenAI and Anthropic Go PublicAnthropic Files to Go Public, Setting Stage for Huge I.P.O.OpenAI Prepares to File to Go Public in Coming WeeksHow Anthropic Got So Big, So FastAnthropic and SpaceX computeOpenAI launches new Codex tools for white-collar workOpenAI Hires ServiceNow CMO Colin Fleming to Lead Business Marketing PushWiz + Anthropic: Claude Enterprise Meets the Security GraphRelevant to your Interests
Grafana breach caused by missed token rotation after TanStack attackGitHub Got Hacked. The AI Security Arms Race is HereHackers Simply Asked Meta AI to Give Them Access to High-Profile Instagram Accounts. It WorkedSpaceX not the behemoth everyone thoughtSpotify adds AI-powered Q&A and briefing generation features to podcastsAmazon Web Services - Four Years and Out + AWS Fired the One Employee Who Gave a DamnIntroducing UniFi 5G BackupAI Generated SummariesWSJ: How I Choose Which Cloudflare Employees to Replace with AIMicrosoft open-sources the earliest DOS source code discovered to dateAudio-generation app Huxe, founded by former NotebookLM developers, shuts downBill 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 EnterpriseU.S. companies have an AI problem. Indian IT wants to be the solutionMeta to start testing AI subscription services, cheapest plan at $7.99/monthSponsors
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What Is a Dickover?Listener Feedback
Henning corrects Coté’s pronunciation of León.Conferences
VMware User Group, Dallas, June 9-11, 2026WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking.DevOpsDays Graz, Sept 4-5, 2026DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALKWeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD2625 Free TicketsDevOpsDays Dallas, Sept 28-29, 2026DevOpsDays Vilnius, Sep 30 - Oct 1, 2006DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting.VMware User Group, Orlando, Oct 20-22, 2026SDT News & Community
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