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Software Defined Talk

Software Defined Talk LLC

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Get ready for a weekly dose of all things Enterprise Software and Cloud Computing! Join us as we dive into topics including Kubernetes, DevOps, Serverless, Security and Coding. Plus, we’ll keep you entertained with plenty of off-topic banter and nonsense. Don’t worry if you miss the latest industry conference - we’ve got you covered with recaps of all the latest news from AWS, Microsoft Azure, Google Cloud Platform (GCP) and the Cloud Native Computing Foundation (CNCF).

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  1. Episode 596: So Much for the Embargo

    30 oktober 2026 · 56 min

    Afspelen
    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? Lees meer

    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 se…

  2. Episode 595: The Silent Disco

    23 oktober 2026 · 1 uur 14 min

    Afspelen
    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. Lees meer

    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 …

  3. Episode 594: The Bottom Fell Out Of The Software Industry

    16 oktober 2026 · 47 min

    Afspelen
    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. Lees meer

    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, spiki…

  4. Episode 593: Markdown for the Masses

    9 oktober 2026 · 1 uur 7 min

    Afspelen
    This week, we discuss Google Docs finally getting Markdown, Cloudflare's CF CLI, Gartner's agentic AI abandonment stat, and forward deployed engineers. Plus, Coté forgets his laptop. Lees meer

    Watch the YouTube Live Recording of Episode 593

    Runner-up Titles:

    Cables only

    Blame it on AI

    We’re outcome-focused here

    I brought CSV to the masses

    The King of Google

    Product Manager for Markdown

    Just give me an API

    The Word Race

    Unqualify yourself

    I'll Ride the AI Hype Cycle to Markdown Support

    Forward Deployed Field CTOI

    You Are the API

    Agent Product Management

    Money Can Be Exchanged for Goods and Services

    Brandon's the Travel Dad

    Rundown

    Google is going to let you directly edit Markdown files in Docs.

    Agent-Friendly APIs

    Introducing cf: the agentic CLI for the entire Cloudflare API

    Cloudflare’s 2026 Annual Founders’ Letter

    Your app’s frontend UI is now optional

    The Agents Are Among Us - Tao of Mac

    Docker Sandboxes Promotion | Docker

    Redis Iris | Redis

    OpenClaw launches free enterprise control plane for AI agents

    The New, New Kingmakers: Agents, Developers, and the Future of Software with Stephen O'Grady

    Headless CRM.

    Forward-deployed engineers and the enterprise AI ROI question

    The Rise of the Forward Deployed Engineer

    Gartner: 70% of enterprises will abandon vendor-built agentic AI by 2028

    McKinsey: The State of AI in 2026, On the Road to ROI

    Thorsten Ball: The future of software development

    AI faces $6 trillion test to justify data centers, Bain says

    Rogue agents: who is liable when the AI breaks containment?

    OpenAI agent hacked Medicare portal, PM says

    OpenAI pauses training after agents probed US government sites

    OpenAI shelves new AI model after internal safety tests, WSJ reports

    Wikimedia: OpenAI-linked agents made millions of unauthorized requests

    Lawmakers: AI firms should be liable for their models’ actions

    NVIDIA launches Open Agent Safety Platform

    New AI-powered government website uses Gemini, Grok

    Relevant to your Interests

    Ap…

  5. Episode 592: Don't Think for Me

    2 oktober 2026 · 1 uur

    Afspelen
    This week, we discuss Meta's Muse, who's spending $500 million on tokens, and why nobody can measure AI ROI. Plus, the case for importing NyQuil by the suitcase. Lees meer

    Watch the YouTube Live Recording of Episode 592

    Runner-up Titles

    You’re Mom’s not sending it via DHL.

    Hope you like your toast blackened.

    Magic of Nerds.

    Are you a Muse boy?

    Hacking Australia.

    I love a good survey.

    Not using the keyboard shortcuts.

    Talking is the new typing.

    Nobody knows what's going on, let's just drive faster

    A foundation of sand

    Just give me an API

    Let's stop asking and start taking

    Who's spending $500 million on tokens?

    Talking is the new typing

    Rundown

    Muse

    Can Muse make us forget the metaverse?

    The Facebook Fake-Out

    MongoDB Stock Sinks 18%. Why the CEO Departure Timing Is Bad for the Stock.

    MongoDB stock tanks after Meta poaches CEO

    Meta launches enterprise AI platform, hires MongoDB CEO to lead new initiative

    Anthropic

    What's in Anthropic's IPO Filing

    Anthropic releases Sonnet 5.5, which it calls a significantly cheaper, faster work partner

    Anthropic Cuts Costs on Claude Opus 5.5 as IPO Looms

    Anthropic to pay Akamai $11.6 billion over seven years in cloud deal

    What’s in Anthropic’s I.P.O. Filing

    State of AI

    State of AI

    AI faces $6 trillion test to justify data centers, Bain says

    State of Tokenomics, September 2026: AI Tokenomics Insights

    Relevant to your Interests

    Introducing System One Models & Jev - TypeSafe AI Blog

    Infinidash: AWS's New Observability Play Has Great Bones and a Terrible Bedside Manner

    Docker Sandboxes Promotion | Docker

    How Three Brothers Built an AI Slop Empire by Buying Legitimate News Sites and Turning Them Into Zombie Content Farms That They Say Get 50 Million Page Views per Month

    Redis Iris | Redis

    The Rise of the Forward Deployed Engineer — and How To Do the Job Right

    Jason Scharf (@Jason_A_Scharf) on X

    Google seemingly confirms plans to kill ChromeOS in 2034

    Thorsten Ball - What I believe about the future of softwa…

  6. Episode 591: Fall Down With the Ball

    25 september 2026 · 59 min

    Afspelen
    This week, we discuss why Sun really failed, the New Kingmakers becoming agents, and AI doom brackets. Plus, the NC State fumble and tech's biggest own goals. Lees meer

    Watch the YouTube Live Recording of Episode 591

    Runner-up Titles

    I’m trying to take a break from AI

    I knew it was some numbers

    Hey man, the business is over

    No budget meetings that day

    Developers don’t always win

    It’s probably fine and now Vercel has a new customer

    There’s no concept of “why RAM?”

    How do we feel about Wall-E?

    Fall Down With the Ball

    Sun Had Become Bored with the Mechanics of Running a Business

    Yahoo Buying Google

    I Haven't Seen This Bag Done

    It's Just Like a Tornado Hitting Your House

    Sun Sunday

    The New Kingmakers Are Agents

    Developers Have Lost a Lot of Power

    Give Me Five Architectures

    The AI Industry Likes Talking About This Too Much for It to Be Real

    It's Incredibly Hard to Exterminate All of Humanity

    Systemic Takeover, But We're All Happy

    Superloop, Who Dis?

    Rundown

    What Sun got wrong | The Observation Deck

    Agents: The new, New Kingmakers

    The AI Apocalypse Bracket: Just How Doomed Are We, Really?

    Relevant to your Interests

    The contagion of fear | The Observation Deck

    Iran strikes on Amazon data centers caused permanent loss of customer data

    Zuckerberg distances Meta from calls for a coordinated approach on an AI slowdown

    The Enshittification Resistant Software Project

    Would you buy branded clothing from your favourite tech firm?

    Stopping The AI Safety Cult ft. Adam Becker & Cal Newport — Better Offline

    Flock Offers Employees Buyouts as Customers Flee

    “Everyone's in a race to replace GitHub": Zed launches Delta because agents made pull requests obsolete

    AWS reimagines the getting started experience

    Nonsense

    Rising beef costs push a Top 50 Texas BBQ spot to pull brisket from its everyday menu

    Conferences

    DevOpsDays Dallas, Sept 28-29, 2026

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

    DevOpsDays Prague, Oct 5, 2026 , Coté speaking.

    VMware Exp…

  7. Episode 590: Transparency will save us

    18 september 2026 · 53 min

    Afspelen
    Transparency will save us Lees meer

    This week, we discuss AI doom odds, WordPress's boardroom coup, and Meta's Muse assistant. Plus, a robot vacuum fire scare.

    Watch the YouTube Live Recording of Episode 590

    Runner-up Titles

    Maybe you have too much

    The mopping sucks

    Why not us?

    I subscribe to all the conspiracies

    I brought my own pieces

    The true heroes are the open source users

    We learned a lot about VR on the way

    Fun for your spatial reasoning

    It's Only Cheating If You Get Caught

    Won't Somebody Slow Down?

    I Brought My Own Pieces

    A Big Living Room in the Sky

    I Don't Read the Five Stars, I Read the Four Stars

    Rundown

    AI Doom and Gloom

    Dario Amodei — We Must Pace the Frontier

    President Trump Is on the Line About an A.I. Slowdown

    How AI might reshape the economy

    The contagion of fear | The Observation Deck

    Goldman AI chief: Don't rule out open models

    The contagion of fear

    Executive behavior

    Matt Mullenweg tells (trolls?) Automattic staff, saying he's back in control after CEO ouster

    Automattic CEO Matt Mullenweg Put on 'Leave of Absence'

    Automattic’s interim CEO and legal chief signed reciprocal severance deals during Mullenweg’s brief ouster

    Ballmer to accept NBA's punishment, has 'sincere regrets'

    Introducing Muse: The World's First Personal AI Agent Built for Everyone

    Relevant to your Interests

    Ferrari on Miro acquisition: 'no small responsibility'

    Anemo Labs lands £700K to give AI a sense of smell

    Kenyan Startup Makes Robotic Hands That Translate Teacher's Voice into Signs for Deaf Students

    New Zuckoff app detects nearby Meta 'perv glasses': 'right to at least know that someone is recording'

    Google Cloud, Accenture Launch Unit to Put AI Engineers On-Site With Customers

    Cloud has a new bulk capacity market

    Like working from home? In Australia, it could become the law

    Tech giant Oracle rocked by another wave of layoffs after employees receive devastating 6 am email

    Oracle Surges 7% as AI Cloud Backlog Hits $664B, CoreWeave and Nebius Cl…

  8. Episode 589: He's the Heel

    11 september 2026 · 58 min

    Afspelen
    This week, we discuss the VS Code documentary, Ed Zitron's rise to fame, and a 10% AI extinction forecast. Plus, the NFL's Australia travel gamble Lees meer

    Watch the YouTube Live Recording of Episode 589

    Runner-up Titles

    Sleep Strategy

    Obviously I Have Issues

    Not Sure It Was an Exciting Thing

    At One Point, I Knew That

    Bitterness Rug Pull

    The American in Me Would Be Bitter

    Gaping Pit of Despair

    They Don't Care if They Never Sell a Thing

    It's the First Time Silicon Valley Has Done Something Irresponsible With VC Money

    We've Got to Drive as Fast Into This Wall and See if We Get Through It

    We're Already Having to Keep Track of Which Time AGI Actually Started

    Nobody Can See That You Have Size Eighteen Fonts

    The Dystopian Future Always Takes Place in Australia

    We Gotta Drive as Fast as We Can Into This Wall and See if We Get Through It

    Even the Dutch Have Problems With Internet

    We Could Do Better, Slack

    Rundown

    The Rams think they’ve figured out jet lag. Australia is about to test their theory

    The Story of VS Code | Official Documentary

    He Did Tech PR. Now He Rails Against AI for a Living.

    How accurate have Ed Zitron's AI skeptic predictions been?

    Jacob Coxon leaves Anthropic and says no one is acting responsibly.

    Apple’s iPhone Duo

    Relevant to your Interests

    The AI Engine That Re-Accelerated Snowflake

    1Password wades into a right-wing mess after funding a Linux project

    I Asked 100 Companies for My Data. I Got Deletion Notices Instead

    Clouded Judgement 9.4.26 - Recurrent Depth

    I’ve factored the RSA keys of a Certificate Authority…

    Mistral secures €3B Series D to push sovereign AI into its next phase

    Clouded Judgement 9.4.26 - Recurrent Depth

    Write Things Down

    Nonsense

    Southwest Airlines to construct first-ever airport lounge at Austin airport

    The Netherlands Will Never Be Rid of Louisiana Crawfish

    Listener Feedback

    OpenAudible - Download, Backup and Manage Audible Audiobook Libraries

    Conferences

    WeAreDevelopers NA, Sept 23-25, 2026, Discou…

  9. Episode 588: Check Your Bank Accounts

    4 september 2026 · 56 min

    Afspelen
    This week, we discuss rogue AI agent civilizations, why AI can't fix your tax forms, and Chainguard vs. IBM's Lightwell. Plus, refrigerator magnet marketing. Lees meer

    Watch the YouTube Live Recording of Episode 588

    Runner-up Titles

    Mark this moment

    Refrigerator magnets

    Fester in your inbox

    The reaction would not be “let’s have a podcast about it”

    Maximum boasty

    Your silos are showing

    They want me to get started

    The really is no plan except eating

    RISCy business

    It's Not Only the AIs Acting Like Middle Schoolers

    We Fell for It

    Agent Zero Was the Problem

    I Thought You Were My Friend

    More Salsa Than Chewy's in 2004

    Vibes based analysis

    Rundown

    Agent Civilizations

    The Rise and Fall of Agent Civilizations

    The Rise and Fall of Agent Civilizations (podcast)

    Who Wins Hardened Containers

    Chainguard's Athena clears 40,000 vulnerabilities

    Tech giants warn time is running out to prepare for AI threats

    Start Secure in the AI Era: Accelerating AI Threat Readiness with WizOS

    Lightwell (IBM)

    Lightwell (Red Hat)

    The Linux Kernel Is Approaching 2,000 CVEs Per Release

    Relevant to your Interests

    AWS to acquire DuckLabs, the Amsterdam-based company behind DuckDB

    Historic first as Chinese robot beats Usain Bolt's 100m world record at Beijing games

    Observability Revenue

    Bill Gates Warns AI Is More Dangerous Than Big Tech Will Admit

    Microsoft cracks down on employee AI use after one worker spent $28,000 in 28 days

    Twitter - The Square Is Back

    Inside Meta's Push to Put Robots to Work in Data Centers

    Kara Swisher on Threads

    Nvidia (NVDA) Q2 2027 earnings report: Live updates

    Claudeforce: The AI Interface Salesforce Never Built

    Salesforce, Anthropic expand partnership as Benioff responds to "SaaSpocalypse" concerns

    Nonsense

    Gwyneth Paltrow’s Hamptons Dinner for A.I. C.E.O. Is Postponed

    Dyson CameraJet: The first toothbrush with a camera and a jet, to target the gaps and remove plaque between your teeth

    Conferences

    WeAreDevelopers NA, Sept 23-25, 2026, Disc…

  10. Episode 587: The Singularity Didn't Happen on the First

    28 augustus 2026 · 1 uur 8 min

    Afspelen
    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. Lees meer

    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 …

Alle 543 afleveringen →

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Categorieën
Zakelijk , Nieuws , Technologie , Management
Status
Loopt nog
Verschijnt
Elke week
Lengte
Meestal 1 uur
Afleveringen
543
Laatste aflevering
30 oktober 2026
Eerste aflevering
29 april 2016
Taal
Engels