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
Sentry - Quit Buggin': use code sdt26 for $100 in credit for new customers
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.
France