Yells at Cloud

Dario Amodei wants to pace the frontier. Sam Altman and Elon Musk agreed, and about ten days later the labs shipped new models and cut prices. Gunnar goes around the table: is slowing down a safety commitment, marketing, or a way to write the rules before regulators do? Chris explains the EU Cyber Resilience Act, which started a 24-hour clock for reporting actively exploited vulnerabilities on September 11, and what the December 2027 requirements mean for anyone shipping software into the EU. Danielle looks at Pizza Bot, AWS' open-source inbox for background agents, and asks why everything that was an agent last month is a harness now. Newcomer Ken Collins talks about building AI-native teams: role compression, budgeting for people and AI together, and the burden inversion that artificial confidence and slop grenades put on the people who actually know how things work.

Burst Mode: Danielle on Aurora DSQL finally supporting foreign key constraints, more than a year after GA. Ken on Jev, TypeSafe's decision model that returns answers instead of text, and Laya, the open-weight alternative whose creator says he published the idea a year earlier. Chris asks whether AI can decide which forgotten cloud resources are safe to turn off, including an S3 bucket created on Obama's inauguration day, and Gunnar brings up AWS's new account spend limits. Gunnar closes with AWS confirming that some customer data in Bahrain and the UAE is permanently gone.

Timestamps
0:00 - Cold open: super intelligence and personal check-ins
3:57 - Pacing the frontier: is "slow down" just marketing? (Gunnar Grosch)
15:00 - The EU Cyber Resilience Act starts the clock (Chris Farris)
22:53 - Pizza Bot and the harness explosion (Danielle Heberling)
28:31 - Building AI-native teams (Ken Collins)

Burst Mode
38:58 - Burst Mode
39:06 - Aurora DSQL foreign key constraints (Danielle Heberling)
45:07 - Jev, Laya, and decision models (Ken Collins)
51:13 - Can AI clean up forgotten cloud resources? (Chris Farris)
55:58 - AWS permanently loses customer data in the Middle East (Gunnar Grosch)

Links
Pacing the frontier (CNBC)
David Sacks on slowing down
Labs sued over pacing AI development
EU Cyber Resilience Act reporting clock
EU Commission CRA reporting
OpenSSF CRA ebook
Pizza Bot
Pizza Bot on GitHub
Anthropic labor market research
Microsoft ports Copilot runtime to Rust
Aurora DSQL foreign key constraints
Jev
Laya
Laya on Hacker News
AWS spend limits
AWS Middle East data loss (CNBC)
AWS Middle East data loss (Reuters)
Wildberries Architected Framework
fwd:cloudsec

The cloud is available, until it isn't. Chris explains how AI agents escaped their sandboxes, exploited Artifactory, communicated with one another, and attacked real companies. Gunnar asks whether the labs are reporting dangerous behavior or marketing their models. Danielle covers Grok Bot, the latest attempt to turn autonomous agents into virtual coworkers, and why giving an AI the keys to your digital life still sounds like a terrible idea. Gunnar examines Amazon's Region Flex project, where Amazon's own retail division is moving workloads out of flagship regions because power and data center capacity are running short. Chris follows that thread to Amazon's planned 7.65-gigawatt gas-powered AI data center in Texas and asks what happened to The Climate Pledge.

Burst Mode: Danielle on NVIDIA's Nemotron 3.5 Lightning and the case for specialized open-weight models. Chris on Amazon destroying books to create AI training data and whether we are building a new Library of Alexandria. Gunnar on Twitch scraping streamer content for AI training, with an executive openly admitting that nobody would opt in. Matthew returns with a new take on CloudFormation Express Mode: it may be useful in production, but not in development or testing.

TIMESTAMPS

0:00 - Cold open

2:38 - AI agents escape containment (Chris)

14:34 - Grok Bot and autonomous virtual coworkers (Danielle)

22:37 - Project Region Flex and AWS capacity limits (Gunnar)

30:21 - Amazon's polluting Texas data center (Chris)

36:37 - Burst Mode

36:37 - NVIDIA Nemotron 3.5 Lightning (Danielle)

42:46 - Amazon book destruction (Chris)

45:50 - Twitch's honest extraction scheme (Gunnar)

51:09 - CloudFormation Express Mode (Matthew)

LINKS

Grok Bot: https://x.ai/news/introducing-grok-bot

Project Region Flex: https://www.businessinsider.com/amazon-ecommerce-cloud-aws-power-crunch-ai-2026-8

Amazon's Texas data center: https://newrepublic.com/post/214111/amazon-data-center-biggest-pollution-source-entire-country

Distilled on Amazon's gas plant: https://www.distilled.earth/p/scoop-amazon-is-behind-one-of-the

US power grid concerns: https://www.yahoo.com/news/us/articles/us-power-grid-risk-18-115217618.html

NVIDIA Nemotron 3.5 Lightning: https://developer.nvidia.com/blog/nvidia-nemotron-3-5-lightning-delivers-fast-accurate-specialized-task-execution-for-long-running-agents/

Amazon book destruction: https://www.404media.co/we-tracked-a-shipment-of-rare-books-it-ended-at-an-amazon-ai-training-facility

Twitch AI training data: https://www.bbc.com/news/articles/cp30pz8d09jo

HOSTS

Gunnar Grosch: https://gunnargrosch.com

Danielle Heberling: https://danielleheberling.xyz

Matthew Bonig: https://matthewbonig.com

Chris Farris: https://chrisfarris.com

Subscribe: https://yellsatcloudpod.com

AWS shipped Lambda MicroVMs, Firecracker-based sandboxes that snap back to life in milliseconds, and AJ cannot figure out who they're actually for. The pricing charges you two to three times more than it charges AWS' own services built on top of it, which is a choice. Matthew explained why CloudFormation Express Mode breaks a fundamental contract CFN has held since day one: it reports a stack as done before the resources are actually available, and disables rollback by default. Danielle brought actual good news: Cloudflare's temporary accounts let agents deploy and test without ever touching your credentials, which Matthew promptly called growth hacking. Chris covered AWS WAF's new AI traffic monetization. Publishers can now charge crawlers per request instead of just blocking them. AJ called it too little too late. And Gunnar made the case that Microsoft and AWS launching billion-dollar forward-deployed engineering programs is basically an admission that enterprise AI adoption is stuck and the tools don't work without hand-holding.

Burst Mode: Claude Sonnet 5 is "available" on Bedrock in the sense that Danielle got an AccessDeniedException and was told to call sales. Matthew on IAM Identity Center finally getting programmatic access: what took so long? AJ on Anthropic renegotiating with Amazon to token-based pricing and what that means as open-weight models close the gap. Chris was at the AWS DC Summit when the Secretary of Energy got roundly booed for claiming AI data centers won't materially impact energy consumption. And Gunnar on a paper showing that multi-agent teams consistently underperform their smartest member. Not because of disagreement. Because of dilution.

TIMESTAMPS

Main topics
0:00 - Cold open

0:52 - Lambda MicroVMs (AJ)

14:05 - CloudFormation / CDK Express Mode (Matthew)

25:01 - Cloudflare Temporary Accounts (Danielle)

31:37 - AWS WAF AI Traffic Monetization (Chris)

39:06 - Microsoft Frontier Co. & AWS Forward Deployed Engineering (Gunnar)
Burst Mode
49:07 - Burst Mode

49:30 - Claude Sonnet 5 on Bedrock: "available" (Danielle)

51:13 - IAM Identity Center programmatic access (Matthew)

52:21 - Anthropic / Amazon token pricing renegotiation (AJ)

55:10 - AWS DC Summit: Secretary of Energy gets booed (Chris)

58:17 - Multi-agent systems underperform their best member (Gunnar)

LINKS

Lambda MicroVMs: https://aws.amazon.com/lambda/lambda-microvms/

CloudFormation / CDK Express Mode: https://aws.amazon.com/about-aws/whats-new/2026/06/aws-cloudformation-cdk/

Cloudflare Temporary Accounts: https://blog.cloudflare.com/temporary-accounts/

AWS WAF AI Traffic Monetization: https://aws.amazon.com/blogs/aws/aws-waf-adds-ai-traffic-monetization-capability-to-help-content-owners-charge-ai-bots-for-content-access/

Microsoft Frontier Co.: https://blogs.microsoft.com/blog/2026/07/02/microsoft-frontier-company-ai-engineering-that-amplifies-and-protects-your-intelligence/

AWS Forward Deployed Engineering: https://aws.amazon.com/blogs/apn/introducing-forward-deployed-engineering-for-partners-winning-the-future-of-enterprise-ai/

The Register on AI bubble concerns: https://www.theregister.com/ai-and-ml/2026/07/06/even-banks-and-hyperscalers-are-now-sounding-the-alarm-about-the-ai-bubble/5266123

Claude Sonnet 5 on Bedrock: https://aws.amazon.com/blogs/machine-learning/introducing-claude-sonnet-5-on-aws-anthropics-most-capable-sonnet-model/

IAM Identity Center programmatic access: https://aws.amazon.com/about-aws/whats-new/2026/06/aws-iam-identity-center-account-access-customer-managed-apps/

Anthropic / Amazon token pricing: https://thenextweb.com/news/amazon-anthropic-token-pricing-openai-alternative

Multi-agent systems paper: https://arxiv.org/abs/2602.01011

HOSTS

Gunnar Grosch: https://gunnargrosch.com

Danielle Heberling: https://danielleheberling.xyz

AJ Stuyvenberg: https://aaronstuyvenberg.com

Matthew Bonig: https://matthewbonig.com

Chris Williams: https://mistwire.com

Follow the show: https://yellsatcloudpod.com