The Silent Disco

About this Episode

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

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Recommendations

• Brandon: You Can See Everything

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