Software Defined Talk

Episode 575: UI blizzard


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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

Runner-up Titles

  • Who Wins AI?
  • Models vs. Middleware
  • Jensen After Dark
  • Once again, robots
  • Why is this something you talk about in a keynote?
  • Could this have been an app?
  • Defeating Apple, the sword in the stone
  • Your tokens are my margin
  • Prisons, schools and military - what is the Venn diagram?
  • Every enterprise is unhappy in their own way
  • Rundown
    • Nvidia
      • NVIDIA and Microsoft Reinvent Windows PCs for the Age of Personal AI
      • Nvidia's N1X Apple Silicon rival is two years behind
      • Nvidia, Microsoft, and Arm are all teasing Nvidia's new N1X laptop processors
      • Blackstone and Google launch $5B TPU cloud venture with 500MW of AI capacity
      • AI server demand drives staggering revenue growth for Dell and its stock soars
      • Microsoft Build
        • Microsoft Build 2026: Be yourself at work
        • Microsoft Build Live Blog
        • Microsoft admits its "infuriating" floating AI button was a mistake
        • OpenAI and Anthropic Go Public
          • Anthropic Files to Go Public, Setting Stage for Huge I.P.O.
          • OpenAI Prepares to File to Go Public in Coming Weeks
          • How Anthropic Got So Big, So Fast
          • Anthropic and SpaceX compute
          • OpenAI launches new Codex tools for white-collar work
          • OpenAI Hires ServiceNow CMO Colin Fleming to Lead Business Marketing Push
          • Wiz + Anthropic: Claude Enterprise Meets the Security Graph
          • Relevant to your Interests
            • Grafana breach caused by missed token rotation after TanStack attack
            • GitHub Got Hacked. The AI Security Arms Race is Here
            • Hackers Simply Asked Meta AI to Give Them Access to High-Profile Instagram Accounts. It Worked
            • SpaceX not the behemoth everyone thought
            • Spotify adds AI-powered Q&A and briefing generation features to podcasts
            • Amazon Web Services - Four Years and Out + AWS Fired the One Employee Who Gave a Damn
            • Introducing UniFi 5G Backup
            • AI Generated Summaries
            • WSJ: How I Choose Which Cloudflare Employees to Replace with AI
            • Microsoft open-sources the earliest DOS source code discovered to date
            • Audio-generation app Huxe, founded by former NotebookLM developers, shuts down
            • Bill 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 Enterprise
            • U.S. companies have an AI problem. Indian IT wants to be the solution
            • Meta to start testing AI subscription services, cheapest plan at $7.99/month
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              • Nonsense
                • What Is a Dickover?
                • Listener Feedback
                  • Henning corrects Coté’s pronunciation of León.
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                        • Recommendations
                          • Brandon: The spelled-out intro to neural networks and backpropagation: building micrograd
                          • Matt:
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                            • Aphex Twin - Live in Houston
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