Episode 575: UI blizzard

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
  • Microsoft Build 2026: Be yourself at work
  • Microsoft Build Live Blog
  • Microsoft admits its "infuriating" floating AI button was a mistake
• 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

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Nonsense

• What Is a Dickover?

Listener Feedback

• Henning corrects Coté’s pronunciation of León.

Conferences

• VMware User Group, Dallas, June 9-11, 2026
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• VMware User Group, Orlando, Oct 20-22, 2026

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Recommendations

• Brandon: The spelled-out intro to neural networks and backpropagation: building micrograd
• Matt:
  • Boards of Canada: Inferno
  • Aphex Twin - Live in Houston
• Coté: ElevenLabs, for example Coté’s learning Dutch podcast.

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