Show Notes
This week, we discuss sovereign cloud, Postgres conference takeaways, CoreWeave's debt, and why AI is a single-player game. Plus, whether home automation is worth it.
Watch the YouTube Live Recording of Episode 595
Runner-up Titles
Kleenex Box
Crack in the Ceiling
A pure hobbyist domain
The answer is Captain Hook
Lock-in by being a good product
Welcome to the real cloud
I want to be able to walk to a data center
Whenever the data center is modernized, there's a date it's shut down
We have all the pop-ups and all the cookie warnings
Databases, who knew?
Don't use the money field
The peanut butter and jelly of enterprise software
Canary in the coal mine
Yesterday you used \$298 in tokens
AI is a single-player game
Push the bottleneck further up the line
AI pricing preppers
A bunch of rotten food in their basement
Buy tokens
Send Matt Ray to the Barkley Marathons
Mosaic 1999
Rundown
Cloud market power: 35% growth, a regulator at Microsoft's door
Synergy: cloud spending hits \$129B in Q1 2026, +35% YoY
UK CMA concludes cloud investigation: "competition is not working well"
UK CMA proposes strategic market status for Microsoft business software
Google to discount cloud services for US government
OVHcloud CEO: half of capacity available, first AI model early 2027
Microsoft denies reports of 20% cloud cuts to offset AI spending
Nvidia pauses some cloud revenue-sharing deals over antitrust scrutiny
A Cloud Nobody Owns: Sovereign Infrastructure for the Agent Era with Dominic Williams
Enterprise IT buying: big commitments up top, seat caps below
Accenture Tells Employees They Can Now Spend Only \$29 on Claude Per Month
Gartner: only 13% of CIOs report significant or transformational AI value
ServiceNow signs \$1.2B contract with Google Cloud
Perplexity signs \$750M cloud agreement with Microsoft
ServiceNow denies Decagon buyout interest
Your agents need a platform
AI data center debt: CoreWeave and the bond market
'Yikes': CoreWeave stock tanks on bond yield woes
AI tremors felt in corporate bond market
CoreWeave shares and bonds slide further as AI debt fears mount
CoreWeave CEO: market acting "irrationally," backlog covers debt
Banks are now trying to offload the AI data center debt they underwrote
Gartner: \$3.5T of AI infra spend at impairment risk by 2030
Swamp Club
AI Is Smarter Than Ever. So Where’s the Revolution?
Relevant to your Interests
Swamp Ushers in the Second AI Frontier with Behavior-Centric Design
Polymarket (@Polymarket) on X
Berkshire invests another \$330M in Bending Spoons after \$600M IPO stake
Anthropic Says Revenue Jumped 45% to \$16.8 Billion in Third Quarter
The Information: Anthropic's Slowing Growth Could Weigh on IPO Valuation
Meta launches an open-weight AI model that runs on Macs | TechCrunch
Andrej Karpathy (@karpathy) on X
Annual Reviews: Organizational Psychology and Organizational Behavior, 2026 article
Knowable Magazine: Can Science Save Meetings?
Void
Deploy with Void
Hunterbrook
Muse Growth Slows as Downloads Fall
Chrome 155 + Firefox 158 patch 114 vulns; Firefox Enterprise launches
Anthropic seeks rehearing of Pentagon 'security risk' case
AMD introduces Helion rack-scale agentic AI platform
Tensormesh launches platform to cut LLM inference costs by reusing KV cache
Microsoft scaling Maia custom silicon to multi-gigawatt for own inference
DataDome Q3: AI agent traffic hit 25B requests, up 41.5% QoQ
SpaceX's \$29B Google compute pact faces early tests
Sharon AI signs \$950M five-year cloud deal
IMF: AI-exposed occupations saw ~10% drop in employer labor demand since ChatGPT
Germany and Nvidia announce industrial AI partnership
Santander teams with Nvidia for AI banking lab
Volvo expands Nvidia deal after Luminar collapse
Nscale in talks to sell ~\$45B of compute to Anthropic
Introducing TorchNeuron: Native PyTorch backend for AWS Trainium
OpenAI engineer federally charged over hidden recording device
Anthropic warns AI m
More from Software Defined Talk
This week, we discuss AI yes/no deciders, the SaaS apocalypse, Bending Spoons, and Oxide's funding. Plus, why Google Docs still has no dark mode.
This week, we discuss Google Docs finally getting Markdown, Cloudflare's CF CLI, Gartner's agentic AI abandonment stat, and forward deployed engineers. Plus, Coté forgets his laptop.
This week, we discuss Meta's Muse, who's spending $500 million on tokens, and why nobody can measure AI ROI. Plus, the case for importing NyQuil by the suitcase.
This week, we discuss why Sun really failed, the New Kingmakers becoming agents, and AI doom brackets. Plus, the NC State fumble and tech's biggest own goals.