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

Sponsors

• Sentry - Quit Buggin': use code sdt26 for $100 in credit for new customers

Nonsense

• What Is a Dickover?

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 –…