Software Defined Talk

This week, we discuss Google I/O, the OpenAI soap opera, and ChatGPT going full financial advisor. Plus, thoughts on improving the conference hallway track.

Watch the YouTube Live Recording of Episode 573

Runner-up Titles

Stupid Macs

I like my idea

What was I thinking?

Opt-in AI

Kentucky Derby’s this Weekend

It’s a low plateau

There’s no vibe in X-Code

Matt’s trading with AI

Everyone’s watching

Rundown

Google I/O

A new era for AI Search

All the news from the Google I/O 2026 Developer keynote

I/O 2026: Welcome to the agentic Gemini era

AI Stuff

Elon Musk lost his case against Sam Altman

Greg Brockman Officially Takes Control of OpenAI’s Products in Latest Shake-Up

OpenAI launches ChatGPT for personal finance, will let you connect bank accounts

Anthropic hires OpenAI co-founder Andrej Karpathy, former Tesla AI leader

Relevant to your Interests

Datacenter NIMBYism: What Did You Think Was Going to Happen?

Cerebras raises $5.5B, then stock pops $108%, in the first huge tech IPO of 2026

Andreessen Horowitz Is Spending on Politics Like No Other

Cisco announces record revenue and 4,000 layoffs in the same day

Amazon ditches Rufus chatbot, launches Alexa shopping agent in AI strategy pivot

Open source tool maker Grafana Labs says hackers stole its code, refuses to pay ransom

Anthropic has acquired the dev tools startup used by OpenAI, Google, and Cloudflare

From Open Source Software to Open Source Strategy

CISA Admin Leaked AWS GovCloud Keys on Github

Shai-Hulud Returns: npm Worm hits @antv in latest ongoing campaign

Intel CEO says foundry business is gaining momentum as customer interest grows

Removing the Modem and GPS from my 2024 RAV4 Hybrid

Sponsors

WebRTC.ventures – Real-time communication & Voice AI integration

Sentry - use the code: sdt26 for $100 in Sentry credits for new users

Nonsense

"solutions architects" in 2026

Conferences

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

DevOpsDays Dallas, Sept 28-29, 2026

DevOpsDays Vilnius, Sep 30 - Oct 1. 2006

DevOpsDays Istanbul, October 24th, 2026 - Coté keynoting.

VMware User Groups (VMUGs):

Dallas (June 9-11, 2026)

Orlando (October 20-22, 2026)

SDT News & Community

Join our Slack community

Email the show: [email protected]

Free stickers: Email your address to [email protected]

Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky

Watch us on: Twitch, YouTube, Instagram, TikTok

Book offer: Use code SDT for $20 off "Digital WTF" by Coté

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Recommendations

Brandon: Varlock

Matt: Sheep Detectives

This week, we discuss how security gets sold to execs, where agentic coding and security collide, and Cloudflare vs. Datadog's diverging paths. Plus, Coté weighs in on sugar cookies.

Watch the YouTube Live Recording of Episode 572

Runner-up Titles

Sugar Kingdom

Bastard Sugar

Choose butter

It’s just AI now

People don’t like paying for software

It’s an exciting time to be writing software

Are we going to start funding open source?

Speaking of that, but not that, it’s totally unrelated

We’re leaving the table

Weird network stuff

That box of cables on GitHub

Rundown

Security

Mini Shai-Hulud Is Back: npm Worm Hits over 160 Packages

Fedora Hummingbird Linux Brings Agentic Linux to Builders

Red Hat Hardened Images

Palo Alto Networks to Acquire Portkey to Secure the Rise of AI Agents

Mythos finds a curl vulnerability

Redis and the Cost of Ambition

AI is restructuring the software industry — winners and losers

Datadog's stock jumps 31% on crushing earnings beat

Cloudflare stock sinks 24% after earnings as company cuts 1,100 employees

Linear increases workforce

Relevant to your Interests

Laws, anecdotes, idioms, and other shit people say - cote.pizza

The smart lock standard that could replace your keys is finally here

dirtyfrag/README.md at master · V4bel/dirtyfrag · GitHub

Red Hat Summit Newsroom

Finally, texts between Android and iPhone users can be end-to-end encrypted

Your Container Is Not a Sandbox

OpenAI launches the OpenAI Deployment Company

Corporate Card Startup Ramp Raising Funds at $40 Billion Valuation

Cyberattack shutters Canvas learning platform for schools across the U.S.

AWS warns of EC2 'impairment' as power loss hits notorious US-EAST-1 region

AI and DevOps Maturity

Anthropic raises Claude Code usage limits, credits new deal with SpaceX

Announcing Agent Toolkit for AWS

He's not wrong, but what can they do? How are those Microsoft foundation models going?

Sponsors

WebRTC.ventures – Real-time communication & Voice AI integration

Conferences

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

DevOpsDays Dallas, Sept 28-29, 2026

DevOpsDays Vilnius, Sep 30 - Oct 1. 2006

DevOpsDays Istanbul, October 24th, 2026 - Coté keynoting.

VMware User Groups (VMUGs):

Dallas (June 9-11, 2026)

Orlando (October 20-22, 2026)

SDT News & Community

Join our Slack community

Email the show: [email protected]

Free stickers: Email your address to [email protected]

Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky

Watch us on: Twitch, YouTube, Instagram, TikTok

Book offer: Use code SDT for $20 off "Digital WTF" by Coté

Sponsor the show

Sponsor more podcasts with Failover Media

Recommendations

Brandon: Xcode MCP

Matt: whatcable

Coté: Shogun.

This week, we discuss AI labs driving cloud revenue, hyperscalers laying off instead of building, and kids defeating age verification. Plus, Brandon has too many thoughts on Workday.

Watch the YouTube Live Recording of Episode 571

Runner-up Titles

The world is just paper.

TODO debris pile

Fancy countries you live in

Enron Conspiracy Shredder.

Cote’s mom’s gonna love this

Brandon works out his Workday trauma.

Cash money, hamburger, hamburger bang bang

ChatGPT PS Edition

Forward Deployed Engineer for Workday

It’ll probably work, that’s the future

Rundown

Earnings

Cloud Giants Update

Amazon earnings beat expectations with strong cloud growth

Microsoft calls for $190 billion in 2026 capital spending on soaring memory prices

Alphabet ups 2026 capex to as much as $190 billion

Meta stock drops on quarterly results

Anthropic Commits to Spending $200 Billion on Google’s Cloud and Chips

How children are getting creative and fooling age verification checks

Services

Anthropic launches enterprise AI firm with Blackstone, Goldman Sachs

Anthropic and OpenAI are both launching joint ventures for enterprise AI services

Relevant to your Interests

Q1 2026 earnings call: Remarks from our CEO

Microsoft says it has over 20M paid Copilot users, and they really are using it

Sources: Anthropic could raise a new $50B round at a valuation of $900B

Microsoft open-sources "the earliest DOS source code discovered to date"

IBM Bob hits 80,000 developers with 45% productivity gains

Shares of eBay take off on a $56 billion buyout bid from GameStop's Ryan Cohen

Wall Street Rollup (@WallStRollup) on X

The Venture-Capital Populist

Cursor's $60 billion bet is on the harness, not the model

What you're actually writing when you write a SKILL.md

So Long Jeeves and Ask.com, Relics of Yesterday’s Internet

No more Jeeves: Ask.com officially shuttered

OpenAI locks GPT-5.5-Cyber behind velvet rope

Workload Identity Federation

AWS Cost Optimization Hub now supports CSV download - AWS

IREN Announces Acquisition of Mirantis to Strengthen AI Cloud Delivery Capabilities

Sponsors

WebRTC.ventures – Real-time communication & Voice AI integration

WeAreDevelopers World Congress North America Sept 23–25, San José, CA

Use Code DEVPOD26 — 15% off, stacks with group rates for 4+

Nonsense

Your Name in Landsat

Listener Feedback

JD recommends varlock

Conferences

DevOpsDays + AI Nashville, May 14-15, 2026

KCD Texas, May 15, 2026, use code MEDIA_THANK_YOU for free pass

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

DevOpsDays Graz, Sept 4-5, 2026

DevOpsDays Dallas, Sept 28-29, 2026

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

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

DevOpsDays Vilnius, Sep 30 - Oct 1. 2006

DevOpsDays Istanbul, October 24th, 2026 - Coté keynoting.

VMware User Groups (VMUGs):

Toronto (May 12-14, 2026)

Dallas (June 9-11, 2026)

Orlando (October 20-22, 2026)

SDT News & Community

Join our Slack community

Email the show: [email protected]

Free stickers: Email your address to [email protected]

Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky

Watch us on: Twitch, YouTube, Instagram, TikTok

Book offer: Use code SDT for $20 off "Digital WTF" by Coté

Sponsor the show

Sponsor more podcasts with Failover Media

Recommendations

Brandon:

Overcast Upload CLI utility

The 2026 AI Draft

Epson 400 II

Matt: Casablanca.

Coté: iA Writer.

This week, we discuss Google's enterprise agent stack, what makes an agent an agent, and AI's biggest critic. Plus, Coté wants better vision.

Watch the YouTube Live Recording of Episode 570

Runner-up Titles

You can’t win against time

The Shining Path of Least Resistance

The Burger Diagram

You guys were talking about CORBA the other day.

Is this just destiny

Burger Diagram Aficionado

Think like a computer

Those are the fun agents.

AI for None of Us

Matt Ray, but verify

Gen-X Stamp Collecting

Rundown

Google Cloud Next

Google Cloud Next '26 Developer Keynote

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

You can now easily generate files in Gemini.

Google Internal AI Adoption via Steve Yegge

Google builds elite team to close the coding gap with Anthropic

AI's biggest critic has lost the plot

From the GithubCopilot community on Reddit: Change to useage based billing

An update on GitHub availability

"Developer loyalty is at zero right now": Google doesn't care which AI coding tool you use

Relevant to your Interests

Former Google Employee Announces Silicon Valley Satire, ‘Paradox Inc.’

The base model $599 Mac mini is now completely out of stock

Anthropic’s New A.I. Model Sets Off Global Alarms

Microsoft plans first-ever voluntary employee buyout for up to 7% of U.S. workforce

AI Coding Firm Cognition in Funding Talks at $25 Billion Value

Clouded Judgement 4.24.26 - The AI-Driven Employment Explosion

Nvidia stock closes at record, pushing market cap past $5 trillion

Spotify Brings Music and Podcast Recommendations to Claude — Spotify

Benedict Evans (@benedictevans) on Threads

The Stanford freshmen who want to rule the world … will probably read this book and try even harder

OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO

Ubuntu Linux Will Begin Landing AI Features Throughout The Next Year

The future of AI in Ubuntu

Amazon is already offering new OpenAI products on AWS

Ghostty Is Leaving GitHub – Mitchell Hashimoto

Musk vs. Altman: Tech CEOs head to court over the fate of OpenAI

Meta to cut one in 10 jobs after spending billions on AI

The week that Meta employees became training data

In another wild turn for AI chips, Meta signs deal for millions of Amazon AI CPUs

OpenAI ends Microsoft legal peril over its $50B Amazon deal | TechCrunch

Google to invest up to $40 billion in Anthropic as search giant spreads its AI bets

An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

Sponsors

WebRTC.ventures – Real-time communication & Voice AI integration

WeAreDevelopers World Congress North America Sept 23–25, San José, CA

Use Code DEVPOD26 — 15% off, stacks with group rates for 4+

Nonsense

Your Name in Landsat

Listener Feedback

Light Bulb Info

Can You Throw Light Bulbs in the Trash? A Type-by-Type Guide - BulbCycle: Fluorescent Bulb & Lamp Disposal

Battery, mobile phone and light bulb recycling, light bulb, lightbulb - City of Sydney

OpenAI is making its own phone to compete with the iPhone: report

PROMOTE STICKER, FM Newsletter and why podcasts are the best for learning

Conferences

DevOpsDays Austin, May 5-6, 2026

DevOpsDays + AI Nashville, May 14-15, 2026

KCD Texas, May 15, 2026, use code MEDIA_THANK_YOU for free pass

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

DevOpsDays Graz, Sept 4-5, 2026

DevOpsDays Dallas, Sept 28-29, 2026

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

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

DevOpsDays Vilnius, Sep 30 - Oct 1. 2006

DevOpsDays Istanbul, October 24th, 2026 - Coté keynoting.

VMware User Groups (VMUGs):

Toronto (May 12-14, 2026)

Dallas (June 9-11, 2026)

Orlando (October 20-22, 2026)

SDT News & Community

Join our Slack community

Email the show: [email protected]

Free stickers: Email your address to [email protected]

Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky

Watch us on: Twitch, YouTube, Instagram, TikTok

Book offer: Use code SDT for $20 off "Digital WTF" by Coté

Sponsor the show

Sponsor more podcasts with Failover Media

Recommendations

Brandon: 1Password CLI Tool

Matt: Summer Album/Winter Album

Coté: AI's biggest critic has lost the plot

This week, we discuss agents taking over at Google Cloud Next, Apple's new CEO, and Cursor getting acquired (sort of). Plus, Coté's e-waste has no exit strategy.

Watch the YouTube Live Recording of Episode 569

Runner-up Titles

I love throwing stuff in the trash.

Dillo dirt’s a thing.

BurgerOps.

Thomas opens for Richard.

Department of “No” people

Starfish Stomach Model

Enterprise — come into me

The Organization will Assimilate it

Gold plaques all around

He can let his freak flag fly

Take the first billion dollar offer

Rundown

Google Next

Welcome to Google Cloud Next26

Google's AI adoption — Steve Yegge X Post

Tanzu Platform 10.4: a private cloud platform for AI harnesses (or, "agentic AI")

Apple becomes a $4 Trillion under Tim Cook

Cursor Watch

Cursor in talks to raise $2B+ at $50B valuation as enterprise growth surges

There’s No Time for SpaceX to Buy Cursor

SpaceX says it can buy Cursor later this year for $60 billion or pay $10 billion for 'our work together'

Relevant to your Interests

Poland street sees humanoid robot chasing boars in unusual AI showcase

Someone planted backdoors in dozens of WordPress plug-ins used in thousands of websites

Snapchat owner cuts 16% of global staff in latest round of job cuts

Email for agents - Cloudflare Email Service now in public beta

DeployBar — Free CI monitoring. Unsolicited platypus included.

Let them tinker - hacking developer resistance to sound enterprise architecture and platforms

China's DeepSeek is raising funds at $10 billion valuation, The Information reports

Sources: Cursor in talks to raise $2B+ at $50B valuation as enterprise growth surges

AI chipmaker Cerebras files to go public after scrapping IPO plans last year

Amazon to invest up to $25B in Anthropic as part of expanded cloud partnership - SiliconANGLE

Amazon to invest up to $25 billion more in Anthropic; Claude developer to spend more than $100 billion on AWS AI technology

Amazon and Anthropic expand strategic collaboration

Anthropic CPO leaves Figma's board after reports he will offer a competing product

OpenAI loses multiple executives in latest leadership shakeup

Scoop: NSA using Anthropic's Mythos despite Defense Department blacklist

The scientific case for being nice to your chatbot

Anthropic's redesigned Claude Code desktop app lets you burn through tokens even faster

OpenAI’s Codex Mac app adds three key features that go beyond agentic coding

Introducing Claude Opus 4.7 \ Anthropic

Sponsors

WebRTC.ventures – Real-time communication & Voice AI integration

WeAreDevelopers World Congress North America Sept 23–25, San José, CA

Use Code DEVPOD26 — 15% off, stacks with group rates for 4+

Listener Feedback

Subscribe to Failover New

Nonsense

Struggling shoe retailer Allbirds makes bizarre pivot from shoes to AI, stock explodes more than 700%

Allbirds Stock Now Crashing as Reality Sets in About Its Delusional AI Pivot

Conferences

DevOpsDays Austin, May 5-6, 2026

DevOpsDays + AI Nashville, May 14-15, 2026

KCD Texas, May 15, 2026, use code MEDIA_THANK_YOU for free pass

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

DevOpsDays Graz, Sept 4-5, 2026

DevOpsDays Dallas, Sept 28-29, 2026

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

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

DevOpsDays Vilnius, Sep 30 - Oct 1. 2006

DevOpsDays Istanbul, October 24th, 2026 - Coté keynoting.

VMware User Groups (VMUGs):

Toronto (May 12-14, 2026)

Dallas (June 9-11, 2026)

Orlando (October 20-22, 2026)

SDT News & Community

Join our Slack community

Email the show: [email protected]

Free stickers: Email your address to [email protected]

Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky

Watch us on: Twitch, YouTube, Instagram, TikTok

Book offer: Use code SDT for $20 off "Digital WTF" by Coté

Sponsor the show

Sponsor more podcasts with Failover Media

Recommendations

Brandon:

Claude /team-onboarding

The Junior Dev Crisis: Who Inherits the Code When AI Does the Work

Matt: Resident Alien

Coté: and