Episode 575: UI blizzard

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

Sponsors

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Nonsense

What Is a Dickover?

Listener Feedback

Henning corrects Coté’s pronunciation of León.

Conferences

VMware User Group, Dallas, June 9-11, 2026

WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking.

DevOpsDays Graz, Sept 4-5, 2026

DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK

WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26

25 Free Tickets

DevOpsDays Dallas, Sept 28-29, 2026

DevOpsDays Vilnius, Sep 30 - Oct 1, 2006

DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting.

VMware User Group, Orlando, Oct 20-22, 2026

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Recommendations

Brandon: The spelled-out intro to neural networks and backpropagation: building micrograd

Matt:

Boards of Canada: Inferno

Aphex Twin - Live in Houston

Coté: ElevenLabs, for example Coté’s learning Dutch podcast.

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