Software Defined Talk

This week, we discuss Stripe's singularity letter, its $8B Open Router buy, and AI job anxiety. Plus, Matt plays “Bot or Not” on another podcast.

Watch the YouTube Live Recording of Episode 587

Runner-up Titles

Inertia wins again

We don’t talk about the Pope very much.

Better than this year’s storage arrays

AI pimps its own ride

Chonking machine

A lot of chonk opportunity

I’m tired of tech people being all fancy

Thanksgiving with Ed Zitron

No religion, no politics, no AI

My recommendation: try harder

Teletubbies for Adults.

Rundown

Singularity, Models and Routers

Scoop: Stripe says "the singularity" has begun

Stripe strikes mega-deal for OpenRouter

Hugging Face reportedly in talks to be acquired for $13B

Routing is coming for the frontier AI labs

Terminator Judgement Day: August 29, 1997 2:14 a.m. Eastern Time

The AI backlash goes mainstream

52% of Americans Now More Concerned Than Excited About AI, With Under-30s Crossing a Majority for the First Time

Why Is Everyone In Tech So Sad?

The AI Hater's Manifesto

40 Years of Infrastructure as Code: Ansible → Terraform → Kubernetes → Crossplane → AI Agents

Relevant to your Interests

Cursor Origin review: An engineer's perspective

Claude can now pull data from your browser tabs and keep working on your desktop

OTel Isn't Going Well (And I Made A Spreadsheet About It)

Walmart is finally launching Apple Pay support next week

Broadcom debt deal expected to reach upwards of $70 billion, sources say

Anthropic-Backed Ode Acquires Casper Studios to Expand Corporate AI Deployments

OpenAI 'will be a public company in 2027' or sooner, CFO Friar tells employees

Google Aims to Boost AI With Purchase of Spirit Airlines Data

The website that created an AI clone of its editor in chief

OpenAI Jalapeño: Better Than Nvidia Blackwell

An Inside Look at the Relay Market Powering Token Resellers and Fraud

Meta settles social media addiction case with California, other states for $16.7 billion

Hundreds of leaked AWS keys give full control over corporate accounts

Free Hardened Container Images | Minimus

Cyber startup Minimus shuts down, returns cash to investors

Nonsense

Apple Releases New Polishing Cloth

Jason Kelce promotes mailing pee to data centers, Liquid Death

Paradox Inc. Movie From Daniel Roher, Lord Miller, Universal In Works

Conferences

WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD50

25 Free Tickets

DevOpsDays Graz, Sept 4-5, 2026

Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking.

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

DevOpsDays Dallas, Sept 28-29, 2026

DevOpsDays Vilnius, Sep 30 - Oct 1, 2006, Lithuania.

DevOpsDays Prague, Oct 5, 2026 - Coté speaking.

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

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

Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting.

Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania.

cfgmgmtcamp, February 1st to 3rd, 2027, Ghent.

SCALE 24x Pasadena, CA, April 1-4, 2027

SDT News & Community

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

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Recommendations

Brandon:

Tuner **

Your AI Project Doesn't Need More Agents

Matt:

Tech, Texas & What It Takes to Run a Podcast with Matt Ray | Cyber Chat Ep. 5

Line of Duty

Anti-pick: Roku’s New Slop Channel

Coté:

Mini MLC, 30L.

This week, we discuss the unsung genius of Apple Pay, AI watermarking, and why digital transformation fails without a crisis. Plus, D&D Beyond's secret character API.

Watch the YouTube Live Recording of Episode 586

Runner-up Titles

Special Sauce

A new monkey’s thing

I am all for USB-C

Did I like it

It’s all water marked'

That NPC did need to be there

It's Pre-Watermarked

We Need to Touch Grass More

Send Us Your APIs

Rundown

Apple Pay Chief Jennifer Bailey Retiring in October

AI Watermarking's Unintended Consequences

Anthropic says it will watermark text generated by its AI models

Google will now allow users to remove visible watermark from its AI generations

Why "It's People, Not Tech" Never Actually Changes Anything

The Chief Therapy Officer, Job Titles as Culture Change, and AI as Spreadsheets, with Bryan Ross

Platform Engineering ROI: What it costs to build your own platform

How Duolingo uses AI to create lessons faster

Silver Lake's Workday Buyout Talks Could Be the First 'SaaSpocalypse' Opportunity

Relevant to Your Interests

Limitless: An AI Podcast | The NVIDIA Bank: Jensen's $500B Wall Street Deal and GPUs as an Asset Class

Inside North Korea's Operation to Conquer the American Job Market

The shapeshifter's little brother

Even Claude Is in the Dark About Dario Amodei's Wife—and Her Influence at Anthropic

Broadcom Shares Plunge on Major VMware Security Threat

IRS Proposes Simpler Process for Retirement Rollovers

The Actual Reason Why Google "Fell Out" of the AI Race Changes Everything

Stripe is reportedly in talks to buy PayPal

Andreessen Horowitz Focus of DOJ Probe Over Board Directors

Tech CEOs Overwhelmingly Distrusted by Young: Study

Farewell, Mico: Microsoft's cute little AI blob is going the way of Bob

Microsoft kills off unsuccessful AI features while merging its separate Copilot apps

Google may retire Gems in October, forcing Skills migration

OpenAI replaces revenue lead as Greg Brockman builds his presence

OpenAI CFO Friar tells investors that enterprise business now bigger than consumer by revenue

OpenAI sheds senior execs in pre-IPO refresh

OpenAI's Brockman brushes off concerns about leadership changes in CNBC exclusive

Anthropic CFO Krishna Rao is leading early IPO meetings with investors and has not discussed valuation, sources say

Anthropic in Talks to Buy AI Startup Decart for $6 Billion

Listener Feedback

Milestone iOS App

Conferences

WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD50

25 Free Tickets

DevOpsDays Graz, Sept 4-5, 2026

Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking.

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

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

Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting.

SCALE 24x Pasadena, CA, April 1-4, 2027

SDT News & Community

Join our Slack community

Email the show: questions@softwaredefinedtalk.com

Free stickers: Email your address to stickers@softwaredefinedtalk.com

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

Sponsor the show

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Recommendations

Brandon: TextSniper

Coté: the dndbeyond.com API for AI: curl -s "https://character-service.dndbeyond.com/character/v5/character/145972701"

This week, we discuss Zuckerberg's open source AI manifesto, GPUs as securitizable assets, and who actually gets AI ROI. Plus, Buc-ee's goes to war over beavers.

Watch the YouTube Live Recording of Episode 585

Runner-up Titles

Law of Unintended Consequences

We’re not lawyers, we just have common sense

Trillion-dollar open source company

The Meta Manifesto

I don’t think self-awareness is their strong point.

Using AI to fight AI

Put me as a strong maybe.

Rundown

Days after John Oliver's dare, Buc-ee's sues again

Meta's Big AI Week

The Future is for Everyone

Meta Unveils ‘Open Source’ Version of Its Most Powerful A.I. Model

Meta debuts first AI coding agent to take on Anthropic and OpenAI

Superintelligence is a dragon

Mistral Is in the Right Place at the Right Time

The AI Money Machine

Nvidia lines up $500 billion in financing as CEO Jensen Huang tells CNBC his chips are ‘investable asset’

48% of Google Cloud Revenue Next Year Could Come From Just 2 Companies That Have Still Never Turned a Profit

Datadog Says Lower Usage From Major AI Customer Could Dent Growth

Relevant to your Interests

New Orleans will use AI to answer 911 calls instead of a human

OpenAI's new AI smart speaker will reportedly sell for between $300 and $400 TechCrunch

OpenAI acquires presentation startup NextSlide

A road trip through the data center debate

A Top OpenAI Executive Steps Down

Cloudflare OS: an open platform for agents, apps, and work

Introducing Kitesurf: The agent-first browser that runs in V8 isolates on Cloudflare Workers

The next generation of MCP

How a simple request for AI to book a gym class exposed a major threat

Nonsense

Buc-off

Sponsors

Signadot: making sure AI-written code actually works.

Conferences

WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD50

25 Free Tickets

AI Connect, Aug 22nd, 2026 - Riga, Latvia, Coté speaking.

DevOpsDays Graz, Sept 4-5, 2026

Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking.

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

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

Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting.

SCALE 24x Pasadena, CA, April 1-4, 2027

SDT News & Community

Join our Slack community

Email the show: questions@softwaredefinedtalk.com

Free stickers: Email your address to stickers@softwaredefinedtalk.com

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

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Recommendations

Brandon: Furious on Hulu

Matt:

NearbyWiki

Reading Maps

Infrastructure Frontiers podcast

Coté:

IncomphrensibleMedia.com

Elgato Teleprompter

TelepromterPro+

This week, we discuss the Situational Awareness meltdown, Airtable getting sold, and review the Java documentary. Plus, what you should actually buy at IKEA.

Watch the YouTube Live Recording of Episode 584

Runner-up Titles

Duffle bag of leftovers

5Are you dead in this scenario?

Bury me with my IKEA bags

Don’t automate the world, nobody really wants that

AttentionIsAllYouNeed.blog

Take some money off the table

No more great ideas

Rundown

IKEA FRAKTA

Leopold Aschenbrenner's $45B Fund Implodes

AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say

His Wedding Guests Were Arriving—Just as His $45 Billion Fund Was Falling Apart

Bending Spoons Buys Airtable for $1.28B

Bending Spoons to buy Airtable for $1.28B

sell on story, or sell on revenue

The Java Story | The Official Documentary

Relevant to your Interests

Who's Writing Open Source Code?

Satyress Robotics

GitHub - mgwalkerjr95/texas-grocery-mcp: MCP server for HEB grocery shopping

BMW Spider-Man in-car advertising

An announcement from Superlogical

An interactive visualization that follows a single HTTP request through its entire ~200ms life

Supercharge your Claude, Cursor, and Codex. | Unstructured

Linux Foundation Launches the Tokenomics Foundation

valock July 2026 Recap

tl;dv (Too Lazy; Didn't Validate): 181,874 Meetings Left Wide Open

npm Worm Poisons keyv, cacheable and 400+ Other Packages Across Twelve Organisations

Using AI for Product Management - The Tanzu Platform product management experience

Is the future of data centers portable? Runware builds a pod to find out

Google's AI reshuffle: Chief scientist Jeff Dean exits and Demis Hassabis steps down as DeepMind CEO

Investigating three real-world incidents in our cybersecurity evaluations

Boris Cherny: We Cut 80% of Claude Code's Prompt

Microsoft's stock rockets more than 15% for largest single-day jump in history

Amazon revenue soars as AI investments pay off

Meta's stock drops on disappointing guidance, dwindling free cash flow

Clouded Judgement 7.31.26 - AWS CapEx ROI

Sponsors

Signadot: making sure AI-written code actually works.

Conferences

WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD50

25 Free Tickets

AI Connect, Aug 22nd, 2026 - Riga, Latvia, Coté speaking.

DevOpsDays Graz, Sept 4-5, 2026

Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking.

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

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

Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting.

SDT News & Community

Join our Slack community

Email the show: questions@softwaredefinedtalk.com

Free stickers: Email your address to stickers@softwaredefinedtalk.com

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

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

Sponsor the show

Sponsor more podcasts with Failover Media

Recommendations

Brandon: Brooks GTS 25

Matt: NearbyWiki

Reading Maps

Coté: Descript Underlord

This week, we discuss how normal people use AI, Alphabet's Anthropic-fueled earnings, and skills vs. agents. Plus, catching AI-cheating students with a hidden prompt.

Watch the YouTube Live Recording of Episode 583

Runner-up Titles

“Do you think they named them red delicious because they knew they were delicious?”

I thought they were First World

Steal your Alpha-tier

Cory uses only 100% free-range, organic AI.

Copy, paste, go.

Stolen fruit from the poisoned tree all the way down.

It’s a different kind of cold. It’s a dry cold.

Rundown

AI IRL

How people use AI in 2026: TV, homework, the DMV

Professor's invisible prompt trap catches 32 students cheating on their midterm with AI

Amazon confirms it’s closing key AI site in San Francisco but says work on its top models continues

Google Cloud is killing it

Skill vs. Agents

Atlas: Wiz's autonomous AI Agent for vulnerability research

Don't Build Agents, Build Skills Instead

Relevant to your Interests

Alphabet Quadruples Profit to $112 Billion, Fueled by A.I. Investments

Palo Alto Networks to Acquire Embrace, Adding Real User Monitoring to Its Observability Platform

IBM CEO Says Company Culture Was Too Slow to Change

Domo Announces Agreement to Sell Substantially All Assets and Certain Liabilities to Progress Software for $400 Million

Google Cloud is killing it

ChatGPT chats are showing up in Google Search — how to find and delete yours [Update]

2026 State of infrastructure in the agentic AI era

Stripe in Talks to Buy Buzzy AI-Model Marketplace OpenRouter

Sponsors

Signadot: making sure AI-written code actually works.

Conferences

AI Connect, Aug 22nd, 2026 - Riga, Latvia, Coté speaking.

DevOpsDays Graz, Sept 4-5, 2026

Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking.

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

Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting.

SDT News & Community

Join our Slack community

Email the show: questions@softwaredefinedtalk.com

Free stickers: Email your address to stickers@softwaredefinedtalk.com

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: Silo Season 3

Matt: Hyperion

Coté: Cooking with Claude