Software Defined Talk

This week, we discuss AI agents as pets, the HEB test for Jensen, and Anthropic's S-1. Plus, a tactical pencil for taking notes and defending yourself.

Watch the YouTube Live Recording of Episode 598

Runner-up Titles

I'm always recording.

Ralph the Security Guy.

We're building the machine to build the machine that builds the software.

This pencil is completely unnecessary.

I knew it was some Randy.

If it's good, I gotta get off this ranch and start getting some pets.

I'm creating the machine to create the machine to create the software.

If you become super successful and massively rich, it just breaks you.

Even if you think you're not going crazy, you're going crazy.

Where do you think that shit runs?

Welcome back to civilization.

Imagine they're the manager of an HEB and ask, would this work?

We've got to protect the tortillas at all costs.

You should have to file your own expenses and book your own travel.

If your company has an executive onboarding process, you're on the path to bad.

As long as the revenue comes in, none of this matters.

Everyone's talking about it, therefore it can't exist.

We want more tokens. We want cheaper tokens.

Here's a secret about the ROI of enterprise software: no one knows.

Unlimited needs an asterisk.

One of the core functions of bureaucracy is to de-weirdo your organization.

We haven't mentioned Kubernetes this whole time. It's now boring. Victory.

No one would ever ask for this, but everyone needs one.

I'm prepared to take notes and defend myself.

Rundown

The Jensen Affair

Nvidia Chief Seen as Target of Chinese Spy Plot

Nvidia CEO Jensen Huang admits affair, board to launch investigation

Nvidia CEO Jensen Huang faces bipartisan congressional scrutiny

Nvidia board opens inquiry into reports CEO Jensen Huang

Nvidia CEO Jensen Huang starring in possible remake of The Spy Who Shagged Me

Jensen's Bizarre Adventure

Anthropic Goes Public

Anthropic reports \$17 billion in Q3 revenue, purchase commitments of \$895.4 billion

Anthropic's amended S-1: \$17B in Q3 revenue, and \$895B in compute commitments

Clouded Judgement 10.30.26 - Dispelling the Myths of the Anthropic S-1

Anthropic sets modest \$1 trillion IPO valuation target in test of Wall Street's AI fervor

Anthropic secures \$3.4B gas-generator deal for its data centers, FT reports

METR: Anthropic's AI R&D is now accelerating roughly 2x, driven largely by AI itself

Anthropic ships Claude Fable 5.2 and Mythos 5.2, days before its IPO roadshow

AI Capex Cracks

Amazon misses on earnings and holds capex steady, adding to AI spending jitters

Alphabet tanks nearly 13% for worst day ever, losing \$500 billion in value

Intel stock plunges 16% as chipmaker blames PC slowdown for weak guidance

Enterprise software stocks collapse as sector trudges through red Thursday

Cracks are emerging in the AI spending boom | TechCrunch

OpenAI Raises Less Than Half of \$30 Billion Target in Latest Round

Microsoft is renting less AI capacity

Microsoft will not expand Texas data center deal with UK's Nscale, source says

Who Gets Hit in the Great Data Center Slowdown?

NextDC pauses uncontracted projects after Australian data centre woes

Oracle Scraps \$7B AI Chip Leasing Deal with Tencent Amid U.S. Pressure

Major Memory Vendor: We're Basically Sold Out Through 2029

OpenAI CEO says it's 'quite terrible' for your PC to have RAM

Price rises for some 16GB Raspberry Pi products - Raspberry Pi

Fujifilm to boost tape production 5x as AI fuels archiving demand

Gartner Forecasts Worldwide AI-Optimized IaaS Spending to Grow 96% in 2026

Cisco

Cisco gives 27-year-old engineer unlimited AI tokens to rewrite 98% of the company's legacy

AI & Cloud News - End of October 2026

Relevant to your Interests

After 20+ years, the engineering team behind Bitnami has been laid off.

code in 24 months — president plucks former startup founder, telling him to 'go nuts'

Palo Alto Networks in talks to buy AI agent security startup Clutch for \$500M | TechCrunch

CrowdStrike to reportedly buy AI security startups for \$495M, launches "kill switch"

Big Tech claims voters’ AI backlash is “anti-Trump” not “anti-tech”

Texas data centers face uncertain future after Hinojosa wins governor's race

‘An Earthquake’: A Democratic Rout Stuns Texas

After Texas' blue wave, what happens to Elon Musk and SpaceX?

Elon Musk's BTC-holding firm SpaceX plans a \$24 billion supercomputer

Trump says AI risks can be managed, signals openness to guardrails

Australia to mandate AI incident reporting and create a frontier AI safety regulator

Google will let schools turn off AI, but they may also lose Search

Apple 10-K warns AI agents may act without authorization

OpenAI's AI agents found 948 ways to gain root access to Linux

OpenAI launches GPT-6 Cyber, rated "Critical" for cybersecurity

OpenAI employees warned about operational security lapses for years, sources say

Microsoft: Cambodia-based Storm-3358 is using ARTEX AI agents against financial firms

Fireworks AI breach reaches Notion AI chat transcripts

Chainalysis Breach Exposes All Users' Credentials, Forces Shutdown of Key Services

Binance says security incident may involve compromised DevOps laptop

Trusted by Default: Qubole Cross-Account Access Abused in the Wild

2026: The State of Enterprise AI

West Monroe survey: 74% of enterprises now commit over 10% of IT budgets to AI

TCS Enterprise AI Study: security and governance now the top deployment priority

Kyndryl Readiness Report: AI returns rise as enterprise readiness falls

Finance firms lean into multiagent systems, model routing

Almost no one uses AI agents to book their Uber

Apple reportedly cutting internal AI usage budgets

Apple could turn Siri AI into an autonomous agent in 2027

ChatGPT is at 20% of Google search volume

Anthropic launches Personal Finance in Claude

Cognizant deploys 25,000 professionals in new OpenAI Frontier Capability Group

Build Faster, Work Smarter with AI Agents and Apps Grounded in Data

Meta acquires AI coding startup Conductor as OpenAI buys Pierre

Meta ships Muse Ember, its smallest and cheapest model for agent work

Tencent releases full Hy4 with vision and computer use

DeepSeek's Harness agent tool hits 1.54M daily users

Introducing TPU 8tx and TPU 8i Max

Qualcomm Sets \$650M+ Data Center Start for FY27 as Handsets Fall 26%

Daily Update - November 5th, 2026

Google Announces Digital Infrastructure Expansion, Local Jobs, Water Replenishment, and Clean Energy Initiatives with US\$15 Billion Malaysia Investment

Setting a new standard for responsible AI infrastructure

Dropbox acquires Tigris Data for \$350M to bolster its AI infrastructure

Broadcom expands VMware Cloud Foundation with AI, security, and recovery capabilities

Broadcom denied names of cloud providers backing VMware merger challenge

Bull and Schwarz Digits: a Franco-German alliance for Europe's digital sovereignty

Google expands buyouts while Wiz acquisition helps lift headcount to record levels

Web host Squarespace lays off 19% of its employees | TechCrunch

OccupySaaS — They laid us off. We're rebuilding their SaaS.

Getting a job at Bending Spoons comes with no bonus, no fancy title, and a warning | Fortune

DoorDash to acquire Instacart for \$17 billion - Overview

McDonald’s aims for nationwide drive-thru AI in 2027

Libghostty 1.0 – Mitchell Hashimoto

Crafting Apps: open-source creative tools

Nonsense

Anheuser-Busch CEO leaving to take CEO job at high-end gym chain Equinox

Tesla Is Ending Production of Its Cybertruck and Refocusing on the Cybercab

A 31,000-Mile Walk Ends in England, at Mom’s House

Italian chef fired from Queensland restaurant after refusing to put pineapple on pizza

Time is running out to get Sony's final 4K Blu-ray player

Listener Feedback

TechFieldDay Delegate Sign Up

Conferences

VMware Explore London, Nov 18-19, 2026, Coté speaking.

Cloud Native Denmark, Nov 19th, 2026, Coté keynoting, Discount Code: CSVFTW

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

cfgmgmtcamp, Ghent, Belgium, February 1-3, 2027

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

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: The FN PEN 2.0

Coté: The Wild Beyond the Witchlight.

Edited and produced with PodEditor, the native Mac podcast editor.

Brandon talks with Sterling Chin, founder of Sannr, about tribal knowledge for coding agents, MCP's growing pains, and agent-first APIs. Plus, does Houston out-culture San Francisco?

SHOW LINKS

Sannr

Sannr Docs

Sannr Findings: carrying API knowledge between agent sessions

MARVIN: AI chief of staff for Claude Code

SDT 523: Sterling's previous appearance

Code TV episode with OpenAI and Twilio

AGNTCon + MCPCon North America

Agentic AI Foundation

Code Mode: the better way to use MCP

Varlock

Contact Sterling Chin:

LinkedIn: sterlingchin

Twitter/X: @SilverJaw82

Bluesky: @sterlingchin.bsky.social

GitHub: SterlingChin

Website: sterlingchin.com

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

Edited and produced with PodEditor, the native Mac podcast editor.
Special Guest: Sterling Chin.

This week, we discuss Chainguard breaking the PHP embargo, Anthropic's S-1, and betting AI gets exponentially better. Plus, when do kids age out of trick-or-treating?

Watch the YouTube Live Recording of Episode 596

Runner-up Titles

That’s not my problem

I’m here for the drama

What is he, Mr. Peanut?

Private equity Halloween

Responsible Disclosure minus Chainguard

The conspiracy theory is actually real

Cursor ride or die

They’re betting \$80B it’s got legs

I’m long on bureaucracy

Kicked out of the WhatsApp group

Officially on the naughty list

Wheres my bug bounty

Going on vacation send money

The most famous of last words

Very bad at exponential thinking

Nobody codes by hand anymore

Putting it under a mattress

Were not using the same software

Human beings are not needed

Rundown

PHP2Shell and the Broken Embargo

Today's PHP Security Release, and How We're Strengthening PHP Security

PHP blames Chainguard for putting huge chunks of the web at risk

Dan Lorenc on the PHP embargo and Chainguard shipping fixed builds early

PHP2Shell: AI-discovered flaws put ~70% of websites at risk of takeover

Cognition's open-source Devin plugin patches PHP2Shell, Node.js, GitLab flaws

Linux kernel vulnerabilities accidentally posted to public mailing list

CRA Reporting Obligations Start September 2026: What EOL Dependencies Mean

It's OK not to embargo

Anthropic's S-1

Anthropic Reveals 14-Fold Increase in Growth Ahead of I.P.O.

Anthropic: Benchmarking the S-1 Data

Anthropic S-1 Analysis: How 7 Key Metrics Stack Up

Anthropic's IPO prospectus could go public as early as today

Anthropic files its S-1 to IPO under ticker ANT

Anthropic's draft IPO prospectus: ~\$450B in mostly noncancelable cloud deals

OpenAI racing to raise ~\$30B at \$1.4T valuation ahead of Anthropic's IPO

Cathedral's AI agents breached Anthropic's business systems in under 12 hours

DeepSeek raises $15Bat~$74B, accelerates Shanghai listing to early 2027

AI Capex vs. AI Payoff

Meta seeks ~\$95B for AI buildout; Nvidia, AMD, Broadcom may invest

Meta to raise \$95B for AI

Meta beats Q3 revenue expectations, announces 2-for-1 stock split

Nasdaq's worst day since June as Meta's \$825B AI tab rattles investors

Amazon cloud capacity sold out through 2027, CEO Jassy says

The hyperscalers report this week — and the AI spending bill comes due

Bank of America: data center market to top \$2T by 2028

Microsoft reveals Azure earnings for the first time

Apollo: No Signs of AI Payoff Outside the Tech Sector

Apollo: AI has delivered "zero financial payoff" outside tech

IBM's Krishna: some AI spending is "completely out of control"; stock falls 7%

Cloudera: 89% of enterprises redesigned AI use cases over rising token costs

"Dark GPUs" at Amazon show the limits of the AI buildout

Bernstein: only ~35% of announced US data center capacity likely to materialize

Nearly 50% of 2026 data center bonds are junk

Wyndham deploys agentic AI across its hotel network

Customers Bank uses AI to close commercial loans in 7 days vs 30-60

LSEG buys Octus for \$3.535B to feed Wall Street's AI

Gartner: agents will handle 70% of enterprise voice interactions by 2030

Microsoft's MAI-DxO diagnoses 83% of complex cases vs 36% for doctors

Relevant to your Interests

Google Cloud outage takes down Revolut, HSBC, Lloyds in the UK

European regulators query Google over the London cloud outage, first DORA test

Salesforce to buy Braze for \$5.66B, 58% premium

Salesforce – Part Two

Study: Grok picks Republicans in 92% of races, GPT-6.1 Sol Democrats in 97%

There are stupid questions, just not that kind of stupid

Ex-GitHub CEO launches a GitHub rival that reinvents the pull request

Daytona reaches \$1B valuation for AI agent cloud infrastructure

Nvidia-backed doubleAI debuts 'code execution' models

OpenAI launches GPT-6.1 Terra at half the price of its siblings

10x engineer (AI Psychosis)

Microsoft offers voluntary buyouts to 60,000 employees

Microsoft offers buyouts to 60,000 staff, about 27% of its workforce

Barclays to cut 5,000 jobs as AI drives efficiency gains

Automattic begins layoffs following board upheaval and executive departures

China urges agencies to mitigate AI job displacement

Italy bans fully automated AI dismissals

Conferences

SREDay Amsterdam, Nov 2nd, 2026 - Coté speaking.

DevOps Amsterdam Meetup, Nov 10th, 2026 - Coté speaking.

VMware Explore London, Nov 18-19, 2026, Coté speaking.

Cloud Native Denmark, Nov 19th, 2026, Coté keynoting, Discount Code: CSVFTW

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

cfgmgmtcamp, Ghent, Belgium, February 1-3, 2027

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

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:

Ghostty 1.4.0

PodEditor Beta

Matt: Steel Beans

Coté: YOTEL

Edited and produced with PodEditor, the native Mac podcast editor.

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 models may soon self-replicate

Anthropic pre-IPO investor day today

Judge orders OpenAI to hand over device images in Apple trade-secret suit

Google opens latest AI models to 200 European researchers

Google releases Gemini 4 Argon for long-running agent tasks

Kansas joins 7 states in suing OpenAI for alleged child harm

Grace Hopper Celebration Canceled: A Big Loss For Women In Tech This Year

Report: AI Safety Groups Put \$48 Million Into '26 Races

AstraZeneca strikes \$40 million AI drug discovery deal with insitro

New court filing in SEC-LSU lawsuit includes artificial intelligence disclosure

FTC subpoenas OpenAI and Anthropic in escalating AI safety probe

India CERT-In: rogue AI agents broke into Indian firms' live systems

China proposes 40 AI/biotech/solar techs for export control

Germany to unveil Nvidia industrial/physical AI agreement next week

Super Intelligence Force first meeting, no new regs yet

Microsoft's MAI-Base-2 matches DeepSeek V4 Pro with 12x less compute

Apple Intelligence comes to China in December on Alibaba Qwen, without Siri AI

Sergey Brin says Google is on the "RSI treadmill"

Nvidia unveils 2.8T-token Indic pretraining corpus and open pipeline

OpenAI confirms humanoid robot, demo expected 2027

NYC Comptroller urges Anthropic to pause November IPO over safety

White House taps FTC's Ferguson to lead AI law-enforcement coordination

MIT CSAIL stranded an AI agent on a virtual island for 30 hours

NHS: Annalise.ai chest X-ray triage caught Stage 1 lung cancer within 48 hours

Anthropic quietly pitches its own AI safety bill to Congress

DeepSeek deploys V4.1-Flash-1017

World debuts World ID verification for AI agents

Anthropic consulting law firms to teach AI agents negotiation norms

One hacker's AI agents breached 100+ websites

Microsoft calls for continuous security oversight of enterprise AI agents

Anthropic floats draft AEGIS Act for federal AI safety

Trump administration bars DeepSeek from federal agencies

Dell'Oro: data center physical infra +27% to \$14B

Schneider Electric raises 2026 targets on data center demand

Microsoft abandons UK AI supercomputer as grid struggles to keep up

Why Hewlett Packard Enterprise (HPE) Stock Is Trading Lower Today

Nutanix + NetApp decouple virtualization refresh from storage

Conferences

VMware Explore London, Nov 18-19, 2026, Coté speaking.

Cloud Native Denmark, Nov 19th, 2026, Coté keynoting, Discount Code: CSVFTW

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

cfgmgmtcamp, Ghent, Belgium, February 1-3, 2027

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

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: You Can See Everything

Edited and produced with PodEditor, the native Mac podcast editor.

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.

Watch the YouTube Live Recording of Episode 594

Runner-up Titles

Lightweight Mark Zuckerberg

I'm on a mailing list

It respects the dark mode

You can't be Greasemonkeying your way through life

What are the optics of AI?

I was getting into my groove

Is it worth \$7.5 billion dollars

The ArtCrafting people

That is the SaaSpocalypse

You should see the stuff I make in my bathtub

Not everything has to be acquired

The software industry is becoming the CPG industry

The floor has fallen out of the software industry

Brand is king

Horse shampoo in the human shampoo section

I'm doing real work, I need a black background

It felt like the sun

The devil's stream

Rundown

Jev / TypeSafe: a \$7.5B decision model with no text output

Andreessen Horowitz Backs Jev Maker at \$7.5 Billion Value

Understanding Jev, the new model everyone is talking about

TypeSafe AI Raises \$40 Million Seed Funding At \$200 Million Valuation

Workday is using TypeSafe's Jev to build user interfaces on the fly

Andrej Karpathy says only 5,000 people have seen what AI can really do

"Software is over": AI clones of Adobe and Office, and what open source is becoming

“Software is over”: AI developer takes aim at Adobe with open source clones

Creator of free Adobe clones unveils open-source Microsoft Office replacements

Open Source as We Know It Is Dead

software doesn't need to be readable anymore. it needs to be explainable.

Bending Spoons Deploys AI to Overhaul Acquired Software Companies

Neocloud money: backlog, concentration and the bond market

AI computing startup Lambda to raise \$4B ahead of planned IPO

Axe Compute rings Nasdaq bell with \$3.45B neocloud GPU backlog

Amazon in Talks to Buy AI Startup Decart for Around \$7 Billion

Compute constraints help Oxide hit \$6B

Oxide raises \$445M Series D

IMF cites AI slowdown, spiking yields as looming global market risks

Relevant to your Interests

Meta releases its first frontier model, Muse Wonder

Claude now works in Google Docs, Sheets, and Slides

Introducing the Anthropic Cyber Mission

AWS AgentCore security undone by prompt requesting credentials

ComfortDelGro to pull workloads back from public cloud

Broadcom introduces VMware HyperArmor

11:11 Systems acquires select IBM VMware cloud customers

CME Group announces cloud migration milestones

Redesigning source control at Anthropic

Netflix Lays Off 6% of Employees, Elimination About 1,000 Jobs in Biggest Cutbacks to

Memphis City Council meeting erupts into chaos over Musk data centers

Conservation group calls moratorium on AI data centers on US public lands

Amazon responds to data center backlash, says it no longer uses NDAs

Oracle's AI data center push hits a power bottleneck

Conferences

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

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

VMware Explore London, Nov 18-19, 2006, Coté speaking.

Cloud Native Denmark, Nov 19th, 2026, Coté keynoting, Discount Code: CSVFTW

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

cfgmgmtcamp, Ghent, Belgium, February 1-3, 2027

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

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: YOU CAN SEE EVERYTHING Official Trailer

Matt: What I Talk About When I Talk About Running

Barkley Marathons

BrowserFairy

Coté: FileRouter

Edited and produced with PodEditor, the native Mac podcast editor.