UI blizzard
Episode 575 · June 5th, 2026 · 1 hr 1 min
About this Episode
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
- 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
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
- 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
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 spelled-out intro to neural networks and backpropagation: building micrograd
- Matt:
- Coté: ElevenLabs, for example Coté’s learning Dutch podcast.