Episode 595: The Silent Disco

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?

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