Ridealong has curated the best and most interesting podcasts and clips about Microsoft.
Top Podcast Clips About Microsoft
“… busy building chips for a bunch of companies We typically work with hyperscalers to build their own chips Think about like the Google Amazon Microsoft Meta type companies who are building their own hardware to do both training and inference And then we also work with semiconductor companies both GPU companies, as well as networking companies. So those are the people we build for. We're building a ton of chips right now. So I would say in the next year and two years, you're going to start running on light matter hardware. These will be in the new data centers. think about like the texas stuff …”“Nick, you were gonna add to this, your analysis. Yeah we actually busy building chips for a bunch of companies We typically work with hyperscalers to build their own chips Think about like the Google Amazon Microsoft Meta type companies who are building their own hardware to do both training and inference And then we also work with semiconductor companies both GPU companies, as well as networking companies. So those are the people we build for. We're building a ton of chips right now. So I would say in the next year and two years, you're going to start running on light matter hardware. These will be in the new data centers. think about like the texas stuff yeah core weave what's the one uh not star bay stargate another great film speaking of yes excellent film yeah and so there's a picture of um i think that's stargate and what you see in the middle is that plus i think is i think i was talking to jensen or the ceo of core weave about this somebody on my team will tell me i believe this is uh core …”View more
Ridealong summary
Tech giants like Amazon and Google are investing billions to create their own custom chips, optimizing costs and enhancing performance for AI applications. With annual spending reaching over $200 billion, these companies are transitioning from software to hardware, reshaping the infrastructure landscape. This shift is driven by a race for power and efficiency in data centers, leading to innovations like micro nuclear reactors.
This Week in Startups·How 3 CEOs Use AI to Run $10B in Companies | This Week in AI·Apr 02, 2026
“Basically, ditto. Quoting VentureBeat, Microsoft on Wednesday launched three new foundational AI models it built entirely in-house, a state-of-the-art speech transcription system, a voice generation engine, and an upgraded image creator, marking the most concrete evidence yet that the $3 trillion software giant intends to compete directly with OpenAI, Google, and other frontier labs on model development, not just distribution. The trio of models, MyTranscribe1, MyVoice1, and MyImage2 are …”“Basically, ditto. Quoting VentureBeat, Microsoft on Wednesday launched three new foundational AI models it built entirely in-house, a state-of-the-art speech transcription system, a voice generation engine, and an upgraded image creator, marking the most concrete evidence yet that the $3 trillion software giant intends to compete directly with OpenAI, Google, and other frontier labs on model development, not just distribution. The trio of models, MyTranscribe1, MyVoice1, and MyImage2 are available immediately through Microsoft Foundry and a new MyPlayground. They span three of the most commercially valuable modalities in enterprise AI, converting speech to text, generating realistic human voice, and creating images. Together, they represent the opening salvo for Microsoft's superintelligence team, which Mustafa Suleiman formed just six …”View more
Ridealong summary
Microsoft's new AI models signal a strategic pivot towards AI self-sufficiency, aiming to compete directly with industry leaders like OpenAI and Google.
Tech Brew Ride Home·SpaceX Is Ready For IPO Liftoff·Apr 02, 2026
“… controversy around that, I believe, last year when it was revealed that a lot of data that had been collected on Palestinians was stored actually in Microsoft servers in Europe, I believe in Netherlands in the end. Right. And, you know, I know that Microsoft increased security around its data centers in response to that because it was worried about something happening, which, you know, certainly came to mind to me when I saw Iran actually target data centers, Amazon in this case, of course. Yeah, I mean, so the Amazon data centers that were targeted by Iran that you're meant that we talked about a …”“… also one of the main contractors on Project Nimbus, which is the cloud computing platform that supports the whole Israeli military, but including the Ministry of Defense and the IDF and the Air Force and so forth. Yeah. And there was a lot of controversy around that, I believe, last year when it was revealed that a lot of data that had been collected on Palestinians was stored actually in Microsoft servers in Europe, I believe in Netherlands in the end. Right. And, you know, I know that Microsoft increased security around its data centers in response to that because it was worried about something happening, which, you know, certainly came to mind to me when I saw Iran actually target data centers, Amazon in this case, of course. Yeah, I mean, so the Amazon data centers that were targeted by Iran that you're meant that we talked about a little earlier, again, unclear if there was any military disruption there. I mean all that was publicly reported was disruptions to things like banking apps and food deliveries consumer use cases But Amazon and Google data centers within Israel are hosting Project Nimbus They are hosting military workloads for the idea and not just for the IDF, but …”View more
Ridealong summary
Data centers, like those operated by Amazon and Microsoft in Israel, are becoming military targets in modern warfare. As Iran identifies these facilities, which support the Israeli military, as potential targets, the implications for international law and cybersecurity escalate dramatically. This shift raises urgent questions about the legality and morality of targeting infrastructure that supports military operations.
Tech Won't Save Us·Why Iran is Attacking Data Centers w/ Sam Biddle·Apr 02, 2026
“… really interesting. And I think it's time to think about how AI impacts both their business models, because I think that that's the big difference. Microsoft, I think the big difference is that they're a horizontal software company with Office 365. And there is no company that is challenged more than they are at a core basis, from ChatGPT, from Anthropics Cowork. And obviously, they're working really hard to fast follow, kind of like they did with Teams and Zoom, right? And you could already Slack as well. But at the same time, when the pace and the speed of the market is moving so quickly in AI, I …”“clobbered at least so far this year. Yeah, I think it's really interesting. And I think it's time to think about how AI impacts both their business models, because I think that that's the big difference. Microsoft, I think the big difference is that they're a horizontal software company with Office 365. And there is no company that is challenged more than they are at a core basis, from ChatGPT, from Anthropics Cowork. And obviously, they're working really hard to fast follow, kind of like they did with Teams and Zoom, right? And you could already Slack as well. But at the same time, when the pace and the speed of the market is moving so quickly in AI, I think that there's a real invalid reason to question the longevity of Microsoft's core business, right? Office 365 is under threat if AI is going to be doing a lot of the information processing. that humans on a seat-based software consumption model previously did. Now, at the same time, Azure happens to be the biggest, you know, we'll call it …”View more
Ridealong summary
Microsoft's core business is under threat from AI innovations like ChatGPT, raising questions about the future of Office 365. While Azure remains a strong revenue driver, the competition from AI-driven tools poses significant risks. This dynamic creates a complex narrative for investors as Microsoft navigates its path forward.
Prof G Markets·Brutal Quarter Ends With a Rally — But Risks Are Rising·Apr 01, 2026
“… passenger seat, 20 big arches. And you're just plowing through them. I don't think so. I don't think so. It's not for me. I'll stick to the other. Microsoft is in talks with Chevron. Bring it down. Engine number one over $7 billion Texas power plant. That's good news. Exclusive talks. Okay. An investment fund with Chevron and Engine 1 over a long-term deal for a giant power plant in West Texas to provide electricity to a large data center campus. The proposed natural gas-fired power plant is projected to cost just $7 billion and initially generate 2,500 megawatts of electricity. 2.5 gigs. Yeah. 2.5 …”“… about the big arch We sort of processed the value prop at least Yeah, I keep catching you leaving early. You're like, oh, I got to get home. I got to pick the kids up from school. And I drive by the local McDonald's and John is there. He's got, in the passenger seat, 20 big arches. And you're just plowing through them. I don't think so. I don't think so. It's not for me. I'll stick to the other. Microsoft is in talks with Chevron. Bring it down. Engine number one over $7 billion Texas power plant. That's good news. Exclusive talks. Okay. An investment fund with Chevron and Engine 1 over a long-term deal for a giant power plant in West Texas to provide electricity to a large data center campus. The proposed natural gas-fired power plant is projected to cost just $7 billion and initially generate 2,500 megawatts of electricity. 2.5 gigs. Yeah. 2.5 gigs. That's a huge campus. Wow. That's really, really good. Chevron, Microsoft, and Engine 1 have entered into an exclusivity agreement related to a proposed power generation and electricity offtake arrangement. Chevron and Engine 1 had previously discussed some details of their proposed power plant, but not the end user of the electricity. A …”View more
Ridealong summary
KitKat's response to a recent heist is a fascinating case study in corporate PR strategy. While many found it cringe-worthy and unfunny, it effectively kept the brand in the conversation, showcasing how even negative events can boost visibility. This approach echoes the success of other brands like McDonald's, which thrived on similar publicity.
“… will continue to evolve, leveraging new techniques to lure victims into executing malicious commands. Okay, well, we all know how annoyed I am with Microsoft. This entirely preventable, detectable and preventable vulnerability is now three years old and its use has been accelerating rapidly to the point that this family of readily blocked exploits, as we learned a few weeks ago, now accounts for more than half of all security breaches. Just one technique, more than half. That's how effective it is. It is that effective. Exactly. Everybody is going to fall for it unless they have some savvy and it's …”“… technically adaptive incorporating more selective browser fingerprinting while continuing to use infrastructure that can be built and dismantled quickly In addition to technical refinements, Insict Group predicts that the social engineering component will continue to evolve, leveraging new techniques to lure victims into executing malicious commands. Okay, well, we all know how annoyed I am with Microsoft. This entirely preventable, detectable and preventable vulnerability is now three years old and its use has been accelerating rapidly to the point that this family of readily blocked exploits, as we learned a few weeks ago, now accounts for more than half of all security breaches. Just one technique, more than half. That's how effective it is. It is that effective. Exactly. Everybody is going to fall for it unless they have some savvy and it's like, wait a minute. Why am I to confirm that I'm not – to confirm that I'm human, why am I opening the Windows run and pasting this string into and then hitting enter? So bad. But again, most people are just script followers. I mean, most Windows users don't really know how Windows works, right? I mean, I hear Paul saying the same thing. So, by …”View more
Ridealong summary
A three-year-old vulnerability in Microsoft Windows has led to over half of all security breaches, highlighting a critical need for user awareness. Unlike Microsoft, Apple has implemented a protective measure in Mac OS 26.4 that warns users before executing potentially harmful commands. This stark contrast emphasizes how a little care from Microsoft could prevent widespread exploitation.
“… With its reputation for breaking barriers and the boldness chromosome in its DNA, I thought, hoped, it would be Nike. But Emody just did it, and Microsoft followed his lead, filing a brief in support of Anthropix lawsuit seeking to block its designation as a supply chain risk. As one of the largest government contractors, Microsoft has more to lose than almost any tech company. But as Andrew Ross Sorkin put it, Microsoft decided the cost of staying silent was higher. In 1880s Ireland, a community neutralized a ruthless land agent named Captain Charles Boycott boycott by collectively refusing to …”“… and self-serving. Amodi and Anthropic came across as safety-conscious, honest, and selfless. A year ago, I predicted the first CEO who forcefully and publicly resisted Trump could reap significant benefits, both reputationally and commercially. With its reputation for breaking barriers and the boldness chromosome in its DNA, I thought, hoped, it would be Nike. But Emody just did it, and Microsoft followed his lead, filing a brief in support of Anthropix lawsuit seeking to block its designation as a supply chain risk. As one of the largest government contractors, Microsoft has more to lose than almost any tech company. But as Andrew Ross Sorkin put it, Microsoft decided the cost of staying silent was higher. In 1880s Ireland, a community neutralized a ruthless land agent named Captain Charles Boycott boycott by collectively refusing to work for, trade with, or even speak to him. Making boycott the face of a tenant rights campaign wasn't the right answer. British landlords were far more complicit. But his selection was effective. As historian Rutger Bregman recently wrote, the difference between past movements that fizzled and those that succeeded is simple. They picked a single …”View more
Ridealong summary
After Altman's controversial deal, U.S. uninstalls of ChatGPT soared by 295%, while rival Claude topped the App Store. This shift highlighted a growing consumer backlash against perceived corporate recklessness, leading to a surge in Anthropic's valuation and a call for corporate accountability. The movement demonstrates that consumers can wield their wallets as powerful tools for change.
The Prof G Pod with Scott Galloway·No Mercy / No Malice: The Resistance Comes for OpenAI·Mar 14, 2026
“The world moves fast. Your work day, even faster. pitching products, drafting reports, analyzing data. Microsoft 365 Copilot is your AI assistant for work. Built into Word, Excel, PowerPoint, and other Microsoft 365 apps you use. Helping you quickly write, analyze, create, and summarize. So you can cut through clutter and clear a path to your best work. Learn more at Microsoft.com slash M365 Copilot. We all have that dream trip we've been wishing we could go on. But too often life or usually price gets in the way. That's why Priceline is here to help you …”“The world moves fast. Your work day, even faster. pitching products, drafting reports, analyzing data. Microsoft 365 Copilot is your AI assistant for work. Built into Word, Excel, PowerPoint, and other Microsoft 365 apps you use. Helping you quickly write, analyze, create, and summarize. So you can cut through clutter and clear a path to your best work. Learn more at Microsoft.com slash M365 Copilot. We all have that dream trip we've been wishing we could go on. But too often life or usually price gets in the way. That's why Priceline is here to help you turn your dream trip into reality. With up to 60% off hotels and up to 50% off flights, you can book everything you need for your next adventure. Don't just dream about that next trip. Book it with Priceline. Download the Priceline app or visit Priceline.com and book your next trip today. Go to your happy price. Priceline. All right. We are back …”View more
Ridealong summary
The 1991 UNLV Runnin' Rebels were college basketball rock stars, returning all their key players after winning the national championship. Their non-conference schedule included a legendary showdown against Arkansas, showcasing their explosive playing style. This game was not just a sports event; it marked a significant moment in college basketball history, highlighting cultural dynamics and rivalries.
The Right Time with Bomani Jones·Howard Bryant on Duke vs UNLV 1991: The Upset That Changed College Basketball | 03.31·Mar 31, 2026
“… in whenever you'd like. But I would say in some ways, in that exact way, right? So when we're talking about specific solutions, like let's say a Microsoft Co-Pilot or a Google Gemini that's embedded in Workspace already. those companies already have these motions, right? And with Copilot in particular, that's kind of the easiest example because you're already, Microsoft has a massive indirect channel worldwide for N365 as a software suite. So now that expansion is kind of a land and expand on if your customers are already using N365, we want you to go have the conversation and add the Copilot …”“So how would then, you know, bringing the AI into it, how would then an AI company or an AI purchaser use the channel in this way? Like, well, let's maybe like spell that out. Yeah, no, that's a great question. And Katie, feel free to jump in whenever you'd like. But I would say in some ways, in that exact way, right? So when we're talking about specific solutions, like let's say a Microsoft Co-Pilot or a Google Gemini that's embedded in Workspace already. those companies already have these motions, right? And with Copilot in particular, that's kind of the easiest example because you're already, Microsoft has a massive indirect channel worldwide for N365 as a software suite. So now that expansion is kind of a land and expand on if your customers are already using N365, we want you to go have the conversation and add the Copilot licenses. And then we want you to also be able to enable them to use the co-pilot so that they don't, to be really blunt about it, get mad that they're paying more now. Right. And then it's not being used, which is kind of an issue. Yeah. So that kind of wrap around, like, don't just sell it, get people to use it conversation is where a lot of AI …”View more
Ridealong summary
AI companies can maximize their impact by leveraging existing distribution channels, like Microsoft's Co-Pilot embedded in N365. This approach not only boosts sales but also ensures customers effectively utilize the tools they're paying for, preventing dissatisfaction. As the AI landscape rapidly evolves, understanding this channel strategy becomes crucial for both AI providers and their partners.
The Neuron: AI Explained·The Hidden Industry That Controls The Tech Your Company Uses·Mar 30, 2026
“… they probably would have had an IT person. That IT person would have had servers in the closet. Yeah, exactly. Servers in the closet, they had Microsoft Access database. They had to do software updates, you know, for all the machines. Occasionally, like, lint and stuff would get stuck in the mouse ball. Oh, yeah, yeah. You'd have to take it out. I've thought of that one time. And all those kind of stuff. So IT was a real job. Now, I don't think a 10-person company really has an IT person because the hardware is super reliable. You just buy a new version every now and then. Everything's in the …”“… reason about the number of people in a profession, especially at a certain stage of company changing. Like if you think back to ancient times, I don't know, the year 2000, if you had a 10-person company with, you know, 10 Gateway 2000 beige workstations, they probably would have had an IT person. That IT person would have had servers in the closet. Yeah, exactly. Servers in the closet, they had Microsoft Access database. They had to do software updates, you know, for all the machines. Occasionally, like, lint and stuff would get stuck in the mouse ball. Oh, yeah, yeah. You'd have to take it out. I've thought of that one time. And all those kind of stuff. So IT was a real job. Now, I don't think a 10-person company really has an IT person because the hardware is super reliable. You just buy a new version every now and then. Everything's in the cloud, so there's no porting data over. You just use Google Workspace for everything. It works really nicely. And so IT still exists as a profession. There's lots of interesting things. But, you know, Stripe has a bunch of IT people. You don't need a bunch of IT people. You've got, like, mail laptops to, like, how many countries in the world, which …”View more
Ridealong summary
Compliance roles are evolving, driven by AI opportunities that could redefine the profession. As Christina Cacioppo of Vanta explains, companies may delay hiring full-time compliance personnel by leveraging technology, allowing engineers to manage compliance tasks. This shift could lead to a unified role that merges security and compliance, streamlining workflows and enhancing efficiency.
Cheeky Pint·Compliance at scale and why TAM is a distraction, with Christina Cacioppo of Vanta·Mar 31, 2026
“So Mustafa Suleiman, former co-founder of DeepMind, joined Microsoft, I think last year, has been their CEO of Microsoft AI. And this whole story is based at least partially on a memo he released titled A New Structure for Microsoft AI. And the gist of it is, again, similar to Meta, that he wants to pursue superintelligence. consumer things and product considerations get in the way of that. So he's going to be freed up to focus on that. Jacob Andrew, former senior vice president at Snap, will take over as …”“So Mustafa Suleiman, former co-founder of DeepMind, joined Microsoft, I think last year, has been their CEO of Microsoft AI. And this whole story is based at least partially on a memo he released titled A New Structure for Microsoft AI. And the gist of it is, again, similar to Meta, that he wants to pursue superintelligence. consumer things and product considerations get in the way of that. So he's going to be freed up to focus on that. Jacob Andrew, former senior vice president at Snap, will take over as executive vice president leading the co-pilot division. So there's a split here where there's co-pilot, the product, the app, et cetera. Someone else focuses on that. Mustafa focuses on building the frontier model and getting to super intelligence very much like how we just discussed with Alexander Wang at Meta. Well, to your point, we're seeing this …”View more
Ridealong summary
Microsoft is pivoting its AI strategy under CEO Mustafa Suleiman, focusing on superintelligence while splitting responsibilities for co-pilot products. This move mirrors trends seen at other tech giants like Meta and OpenAI, highlighting a growing tension between commercial applications and groundbreaking AI research. As companies race towards superintelligence, the question remains: how seriously should we take this impending reality?
Last Week in AI·#238 - GPT 5.4 mini, OpenAI Pivot, Mamba 3, Attention Residuals·Mar 26, 2026
“… documents that they describe as resembling an OpenAI IPO prospectus, with the documents warning of numerous risks to OpenAI like their close ties to Microsoft. Potential investors were told that Microsoft is responsible for a substantial portion of our financing and compute, and OpenAI also disclosed concentration risks, saying, if Microsoft modifies or terminates its commercial partnership with us, or if we are unable to successfully diversify our business partners, our business prospects, operating results, and financial condition could be adversely affected. Now, this is particularly relevant …”“We kick off today with some fairly significant IPO fever. CNBC recently got a hold of documents that they describe as resembling an OpenAI IPO prospectus, with the documents warning of numerous risks to OpenAI like their close ties to Microsoft. Potential investors were told that Microsoft is responsible for a substantial portion of our financing and compute, and OpenAI also disclosed concentration risks, saying, if Microsoft modifies or terminates its commercial partnership with us, or if we are unable to successfully diversify our business partners, our business prospects, operating results, and financial condition could be adversely affected. Now, this is particularly relevant given reports that Microsoft is considering a lawsuit to block certain parts of OpenAI's partnership with Amazon. Additional risk disclosures include OpenAI's significant capital expenditure, reliance on compute resources, ongoing litigation with Elon Musk, and their unusual structure as a public benefit corporation. They even mention geopolitical risk …”View more
Ridealong summary
OpenAI's potential IPO is fraught with risks, including heavy reliance on Microsoft for funding and compute resources. Recent disclosures reveal that if Microsoft alters their partnership, OpenAI's financial health could be severely impacted. As they seek an additional $10 billion in funding, the stakes for their upcoming IPO have never been higher.
The AI Daily Brief: Artificial Intelligence News and Analysis·Work AGI is the Only AGI that Matters·Mar 25, 2026
“… have said is an Iran-linked group, according to people familiar with the matter. Striker confirmed it had experienced a global disruption to its Microsoft systems as a result of a cyber attack. We have no indication of ransomware or malware and believe the incident is contained, the company said. Microsoft didn't have an immediate comment. The Trump administration is always proactively monitoring potential cyber threats and driving a response with our world-class critical infrastructure regulator, agencies, and law enforcement entities, a White House official said. In a securities filing later in …”“… on company-issued devices. Shares of the Michigan-based company slipped 4% after the Wall Street Journal first reported on the attack. The hackers displayed on the company's internal login pages the logo of a collective that Western cyber threat experts have said is an Iran-linked group, according to people familiar with the matter. Striker confirmed it had experienced a global disruption to its Microsoft systems as a result of a cyber attack. We have no indication of ransomware or malware and believe the incident is contained, the company said. Microsoft didn't have an immediate comment. The Trump administration is always proactively monitoring potential cyber threats and driving a response with our world-class critical infrastructure regulator, agencies, and law enforcement entities, a White House official said. In a securities filing later in the day, Stryker said it was working diligently to restore affected functions, but it expects the attack will keep disrupting company operations for an undetermined period. An Iranian cyberattack on a major U.S. company would be a new turn in the war with Iran. Current and former U.S. national security officials have long said Iran could respond …”View more
Ridealong summary
Stryker, a leading U.S. medical technology company, is facing a global outage due to a cyberattack linked to an Iranian group, Handala. This attack, reportedly in retaliation for a military strike in Iran, has prompted Stryker to advise its 56,000 employees to disconnect from all networks, leading to a 4% drop in stock prices as the company scrambles to restore operations amidst significant disruption.
Tech Brew Ride Home·AI Makes Google Maps Sound Much Better·Mar 12, 2026
“Moving back to the core of the AI industry, it's Microsoft's turn to shake up their AI organization with the restructure of their co-pilot teams. Microsoft is making several big changes to make their AI efforts more coherent. The team working on the consumer and commercial versions of co-pilot will be combined, allowing the products to be brought more in line with one another. Customer surveys from earlier in the year showed that multiple different versions of Copilot were a major source of confusion. …”“Moving back to the core of the AI industry, it's Microsoft's turn to shake up their AI organization with the restructure of their co-pilot teams. Microsoft is making several big changes to make their AI efforts more coherent. The team working on the consumer and commercial versions of co-pilot will be combined, allowing the products to be brought more in line with one another. Customer surveys from earlier in the year showed that multiple different versions of Copilot were a major source of confusion. This combined Copilot team will be led by product experience executive Jacob Andru, who has been promoted to a new role as EVP of Copilot. Andru will now report directly to CEO Satya Nadella, rather than AI CEO Mustafa Suleiman, giving Nadella more direct oversight of Copilot. With responsibility for Copilot removed, Suleiman will now focus on …”View more
Ridealong summary
Microsoft's restructuring of its AI teams highlights both a strategic shift towards unified AI efforts and an acknowledgment of past failures in separating consumer and business AI experiences.
The AI Daily Brief: Artificial Intelligence News and Analysis·What People Really Want From AI·Mar 19, 2026
“Honestly, the thing I'm most excited about in this whole in this whole Microsoft. Hey, here's what we're talking about at GDC is advanced shader delivery on Windows, because like we've seen that on Steam does that for the Steam Deck where you where when you play a Steam Deck, a game on the Steam Deck, they just dole the shader, the compiled already compiled shaders for whatever game you're playing out. into the appropriate place and it's awesome uh intel gpus do that now too for games that they pre-compile shaders on so …”“Honestly, the thing I'm most excited about in this whole in this whole Microsoft. Hey, here's what we're talking about at GDC is advanced shader delivery on Windows, because like we've seen that on Steam does that for the Steam Deck where you where when you play a Steam Deck, a game on the Steam Deck, they just dole the shader, the compiled already compiled shaders for whatever game you're playing out. into the appropriate place and it's awesome uh intel gpus do that now too for games that they pre-compile shaders on so like if you have an arc gpu and you want to play a game you don't have to sit through the shader compilation step anymore if you have the right software installed i've kind of wondered for a long time why this isn't done more broadly i mean okay what are the variables in shader compilation the game you're running the graphics api slash driver version …”View more
Ridealong summary
Microsoft's new advanced shader delivery system could eliminate shader stutter on Windows, similar to what Steam Deck and Intel GPUs already offer. This innovation allows developers to package pre-compiled shaders, enhancing gaming performance by reducing the need for real-time shader compilation. As the industry focuses on optimizing shader management, players can expect smoother gameplay experiences ahead.
Brad & Will Made a Tech Pod.·330: Our E-Cores Are Better Than Your P-Cores·Mar 15, 2026
“… processor, Febreze, Sonos. Sonos is crazy. The hits go on and on. Slimfast. Oh, my God. Slimfast. That is one of the greatest names ever. you know, Microsoft Azure, you've done all these incredible names. And so how lucky are we, we get to hear from you today because I suck at naming. I've always sucked at naming and it's bothered me because if you're going to pour your sweat and tears into something for five years, you kind of want to have a name that you feel, that you like, that you feel proud of, that gives you the best shot at success. And so I guess to Sam's initial question, which we said at …”“… you. You have a bunch of almost like a music artist would have platinum records. You have platinum records of names that you've created. So the Impossible Burger, BlackBerry, Swiffer, Vercel, Windsurf. You've had the I remember the Intel Pentium processor, Febreze, Sonos. Sonos is crazy. The hits go on and on. Slimfast. Oh, my God. Slimfast. That is one of the greatest names ever. you know, Microsoft Azure, you've done all these incredible names. And so how lucky are we, we get to hear from you today because I suck at naming. I've always sucked at naming and it's bothered me because if you're going to pour your sweat and tears into something for five years, you kind of want to have a name that you feel, that you like, that you feel proud of, that gives you the best shot at success. And so I guess to Sam's initial question, which we said at the beginning here, which is, he's like, ah, I'm not sure that names are that important. Couldn't, you know, change my mind. Tell me I'm wrong. Well, let me start off with this. First off, nothing that you will do in your, in your brand will be used more often or for longer than your name. And it's not so much, you know, as one good name better …”View more
Ridealong summary
Choosing the right name for your startup can be the difference between success and obscurity. A strong name not only grabs attention but also holds it and surprises potential customers, creating a lasting impression. This segment reveals how a well-crafted name can launch a brand into the stratosphere, using real examples like Windsurf to illustrate the impact.
My First Million·This guy names billion dollar brands for a living, here’s his exact 3-step formula.·Mar 13, 2026
“… with the frontline nurses, the nurse informatics team, the nurse leaders to make sure that the functionality that we are building and deploying in Microsoft Dragon Copilot for Nurses was actually suitable for nurses or fine-tuned for nurses. I would say the second approach that worked is our focus on usability and the direct integration into the existing EHR workflows, right, which allowed nurses to document care simply by just speaking aloud about their patient interaction, and then AI then transforms these conversations into structured flow, pushy documentation, which nurses can quickly review …”“… very mobile, fast-paced environment, structured documentation heavy. So we had to build a solution which was purpose-built for nurses versus just repurposing the technology that was used for physicians, as an example, right? So from day one, we worked with the frontline nurses, the nurse informatics team, the nurse leaders to make sure that the functionality that we are building and deploying in Microsoft Dragon Copilot for Nurses was actually suitable for nurses or fine-tuned for nurses. I would say the second approach that worked is our focus on usability and the direct integration into the existing EHR workflows, right, which allowed nurses to document care simply by just speaking aloud about their patient interaction, and then AI then transforms these conversations into structured flow, pushy documentation, which nurses can quickly review and approve before it enters into the EHR, right? So we were laser-focused on that usability and making sure that there was no friction in the workflow. Third, I would say is our little bit obsession about improving accuracy, right? So it was evident that if the accuracy of the solution was not good enough, then nurses will have to spend a lot more …”View more
Ridealong summary
Nurses using Dragon Copilot report significant reductions in documentation time and cognitive load. Co-created with frontline nurses, this AI tool streamlines workflows by allowing nurses to document care through voice, transforming conversations into structured data while ensuring high accuracy. This implementation not only improves efficiency but also enhances the quality of patient care.
The AI in Business Podcast·Overcoming Skepticism and Driving AI Adoption - with Umesh Rustogi of Microsoft·Feb 24, 2026
“… and has largely been overlooked. So I'll first share the beginning of what Koi wrote. Last Wednesday, they posted, this is the first known malicious Microsoft Outlook added detected in the wild. But the developer who built the add-in is not the attacker. In 2022, so four years ago, a developer built a meeting scheduling tool called AgreeTo and published it to the Microsoft Office. in store. It worked. People liked it. Then the developer moved on, and the project died. However, the add-in stayed listed in Microsoft's store. The URL it pointed to, hosted on the versel.app domain, became claimable, and …”“… have in the industry. I had this on my radar for a while, and then another instance of this came up. Generically, these are known as domain recovery attacks. They can be quite serious, and they reveal an aspect of internet security that is important and has largely been overlooked. So I'll first share the beginning of what Koi wrote. Last Wednesday, they posted, this is the first known malicious Microsoft Outlook added detected in the wild. But the developer who built the add-in is not the attacker. In 2022, so four years ago, a developer built a meeting scheduling tool called AgreeTo and published it to the Microsoft Office. in store. It worked. People liked it. Then the developer moved on, and the project died. However, the add-in stayed listed in Microsoft's store. The URL it pointed to, hosted on the versel.app domain, became claimable, and an attacker claimed it. After making it theirs, they deployed a phishing kit, and Microsoft's own infrastructure started serving it inside Outlook's sidebar. By gaining access to the attacker's exfiltration channel, we, COI, security, were able to recover the full scope of the operation, over 4,000 stolen Microsoft account credentials, credit card …”View more
Ridealong summary
A seemingly benign Outlook add-in turned into a phishing weapon, leading to the theft of over 4,000 Microsoft account credentials. Originally developed as a meeting scheduling tool, the add-in was abandoned, allowing an attacker to claim its URL and deploy a phishing kit. This incident exposes significant vulnerabilities in Microsoft's add-in architecture and raises alarms about internet security practices.
“… lady that you talking about when she graduated from college she got a job to work at CIA Yes And she turned it down and then she went and worked at Microsoft from 1990 as a government affairs manager and then moved to Australia to work still for Microsoft And then she went into government, and then, you know, the rest is history. And she was appointed by a terrible, terrible liberal government. So in Australia, when we say liberal, we actually mean the right wing. So it's the opposite to here. So we've got the Liberal National Coalition who's supposed to be the centre right. But often, like I said, …”“… X or YouTube or Instagram. I think that's a parental decision, not something the government should be enforcing. Our guy in the back right now is probably doing backflips Humberto is fully on the same page with you on that By the way this Julie lady that you talking about when she graduated from college she got a job to work at CIA Yes And she turned it down and then she went and worked at Microsoft from 1990 as a government affairs manager and then moved to Australia to work still for Microsoft And then she went into government, and then, you know, the rest is history. And she was appointed by a terrible, terrible liberal government. So in Australia, when we say liberal, we actually mean the right wing. So it's the opposite to here. So we've got the Liberal National Coalition who's supposed to be the centre right. But often, like I said, they have been liberal in name only and they will make decisions like appointing this activist. And I think it's been absolutely disastrous. She's now lost. There was another woman who took her to court recently. just a mum, a single mum who's had two years of her life really taken over by these sort of legal issues because she posted something …”View more
Ridealong summary
Bishop Marmari Emanuel was stabbed in the eye after criticizing Islam on a podcast, yet he prayed for his attacker instead of retaliating. This incident highlights the extreme reactions to religious criticism and raises questions about censorship in Australia, as a government official attempted to remove the podcast clip. The broader implications of legal battles over free speech and parental control in media access are also explored.
PBD Podcast·Rita Panahi: Iran War, Sharia Law & Soccer Team Asylum | PBD #756·Mar 10, 2026
“… I've, this is like the third time this episode I have resisted bringing up and now I'm going to bring up that open letter kind of thing that Microsoft posted this week about windows 11. We're going to have to talk about that soon. Maybe we talk about that next week on the next week's episode. Cause they keep, or the next one I'm here next week, but I really, I would love to dig They keep dribbling out other things that they realize people are annoyed by and that they have to fix Like the hey maybe it wasn a great idea to use React in the start menu Who knew Yep Their numbers must be terrible …”“pretty high level and, and the windows 11, the like where windows 11 is going. We're going to have to revisit. I've, this is like the third time this episode I have resisted bringing up and now I'm going to bring up that open letter kind of thing that Microsoft posted this week about windows 11. We're going to have to talk about that soon. Maybe we talk about that next week on the next week's episode. Cause they keep, or the next one I'm here next week, but I really, I would love to dig They keep dribbling out other things that they realize people are annoyed by and that they have to fix Like the hey maybe it wasn a great idea to use React in the start menu Who knew Yep Their numbers must be terrible for them to be putting out messaging like this I was going to, yeah, for making, like, this is right up there with the hashtag fix PUBG campaign of 2018. Yep. In terms of, hey, we've made a mistake. Now, will they actually do it? I don't know. um i was gonna say i highly recommend and we should maybe do an episode about this it's an old neil …”View more
Ridealong summary
Microsoft is facing significant backlash over Windows 11, as they acknowledge mistakes in their design choices, like using React in the start menu. This admission suggests their user numbers are lower than expected, prompting them to reconsider their approach. The discussion hints at a larger trend in tech where companies must adapt quickly to user feedback or risk losing their audience.
Brad & Will Made a Tech Pod.·332: Shout Out to the 1979 Lady Kenmore·Mar 29, 2026
“… HubSpot, and ClickUp. They handle the hard infrastructure work, capturing clean recordings, transcripts, and metadata across Zoom, Google Meet, Microsoft Teams, in-person meetings, and more, so developers don't have to build it themselves. If you're building a meeting note taker or anything involving conversational data, Recall.ai is the API for meeting recording. Get started today with $100 in free credits at Recall.ai slash AIDB. That's Recall.ai slash AIDB. If you're building anything with Voice AI, you need to know about Assembly AI. They've built the best speech-to-text and speech …”“… to invite Claude to any channel, the heartbeat and proactivity, and the multiple sessions. Why is there always a meeting bot in your Zoom call? Blame Recall.ai. Recall.ai powers the meeting bots and desktop recording apps behind products like Cluely, HubSpot, and ClickUp. They handle the hard infrastructure work, capturing clean recordings, transcripts, and metadata across Zoom, Google Meet, Microsoft Teams, in-person meetings, and more, so developers don't have to build it themselves. If you're building a meeting note taker or anything involving conversational data, Recall.ai is the API for meeting recording. Get started today with $100 in free credits at Recall.ai slash AIDB. That's Recall.ai slash AIDB. If you're building anything with Voice AI, you need to know about Assembly AI. They've built the best speech-to-text and speech understanding models in the industry, the quiet infrastructure behind products like Granola, Dovetail, Ashby, and Cluey. Now, as I've said before, voice is one of the most important modalities of AI. It's the most natural human interface, and I think it's a key part of where the next wave of innovation is going to happen. Assembly AI's models lead the field …”View more
Ridealong summary
Recall.ai is transforming the way we handle meetings by powering bots that capture clean recordings and transcripts across various platforms like Zoom and Google Meet. This technology allows developers to focus on innovation rather than infrastructure, making it easier to create tools for capturing conversational data. If you're looking to build a meeting note-taker or any voice AI product, Recall.ai is the go-to API to streamline your process.
The AI Daily Brief: Artificial Intelligence News and Analysis·How to Use Claude's Massive New Upgrades·Mar 25, 2026
“… trying to add just one more wire. I just need one more wire to deal. Anyway, so I gave this thing the caption, a contemporary visualization of the Microsoft Windows code base. This is the caption you added? Yes, that's my caption. It's beautiful, Steve. I read that and I thought, yes, yes. Oh, I think that. And I mean, that's what we see with Windows, right? I mean, and in all fairness, it's not just Windows. It's any old code base that has been evolving over time where you can't really throw away the old code because it's working and things depend upon it being the way it is. So we're just going …”“… who knows how many decades pass and you end up with what could, you know, affectionately be called a rat's nest of wires. So I gave this. It's a rat king's nest. You know, yeah, yeah, I gave. And there's some poor worker guy up there on the top, like trying to add just one more wire. I just need one more wire to deal. Anyway, so I gave this thing the caption, a contemporary visualization of the Microsoft Windows code base. This is the caption you added? Yes, that's my caption. It's beautiful, Steve. I read that and I thought, yes, yes. Oh, I think that. And I mean, that's what we see with Windows, right? I mean, and in all fairness, it's not just Windows. It's any old code base that has been evolving over time where you can't really throw away the old code because it's working and things depend upon it being the way it is. So we're just going to add to it. We're going to, you know, and we've got, you know, Windows now has multiple APIs. I hear Paul Therott talking about how, you know, oh, nobody codes to that API anymore. Well, of course, I do, but not, you know, other normal coders. So anyway, I thought this was a great caption. It's a variation on an idea that I got from one of our …”View more
Ridealong summary
A listener's caption contest leads to a hilarious comparison of a tangled power pole to the complexities of Microsoft's Windows code base. The chosen caption illustrates how decades of additions create a chaotic mess, much like how software evolves over time without discarding older, yet crucial, code. This amusing analogy highlights the struggles of maintaining legacy systems in tech.
Security Now (Audio)·SN 1071: Bucketsquatting - Meta and TikTok's Tracking Pixels·Mar 24, 2026
“… credible. I would fall for that. Yes, that is why this is so compelling. This could come up and you would think, oops okay yeah it's exactly what microsoft uh pop-up looks like it says microsoft edge stopped abnormally then says microsoft edge has detected potential security threats that may compromise your browsing data oh that's not good you would believe that and then there's a run scan button and you think oh scanning is good and then down below there's a check box checked by default help make Microsoft Edge better by reporting current system information. And of course, you would think, oh, I …”“… operations analyst Tanner Phillip observed threat actors using a malicious browser extension to display a fake security warning claiming the browser had stopped abnormally and prompting users to run a scan to remediate the threats. That looks very credible. I would fall for that. Yes, that is why this is so compelling. This could come up and you would think, oops okay yeah it's exactly what microsoft uh pop-up looks like it says microsoft edge stopped abnormally then says microsoft edge has detected potential security threats that may compromise your browsing data oh that's not good you would believe that and then there's a run scan button and you think oh scanning is good and then down below there's a check box checked by default help make Microsoft Edge better by reporting current system information. And of course, you would think, oh, I got to prevent this from getting other people. So, I mean, again, is this all it takes? If you hit that button, you're done. No, not yet. OK, so that's the good news. But it does get you involved, right? They said, our analysis revealed this campaign is the work of Kong Tuk, a threat actor we've been tracking since the beginning of 2025. In this …”View more
Ridealong summary
A new variant of the click fix attack, dubbed 'Crash Fix,' is putting users at risk by tricking them into executing malicious commands. This sophisticated attack involves fake browser warnings that make users believe their browser has crashed, leading them to download a malicious extension that mimics a legitimate ad blocker. Once installed, it prompts users to run a scan, ultimately compromising their systems through a PowerShell command they unknowingly execute.
“… right now trying to hide. Like, just forget us for a while. We're not really here. It's very interesting. Google and Meta are both like, oh, no. And Microsoft, I think, and Amazon. We'll get to that in a minute. But they're all kind of trying to hide. But Google now has employees rising up again, as they did in the robot days. That is the days when Google had a robot company, saying, no, don't use this stuff for war at all. Yeah. And so where do these other tech companies go for all the reasons you mentioned, Jason, but also for their moral and legal responsibility to themselves and their legacies? I …”“So it's a really interesting issue here of where you go. And then if we go to Google, I think Google is right now trying to hide. Like, just forget us for a while. We're not really here. It's very interesting. Google and Meta are both like, oh, no. And Microsoft, I think, and Amazon. We'll get to that in a minute. But they're all kind of trying to hide. But Google now has employees rising up again, as they did in the robot days. That is the days when Google had a robot company, saying, no, don't use this stuff for war at all. Yeah. And so where do these other tech companies go for all the reasons you mentioned, Jason, but also for their moral and legal responsibility to themselves and their legacies? I also want to point out Lieutenant General Jack Shanahan, who was the inaugural director of the DOD's Joint Artificial Intelligence Center, the guy who led Project Maven, the Pentagon AI program that famously caused that Google employee revolt in 2018. he waited on the subject this weekend as well and he said painting a bullseye on Anthropic …”View more
Ridealong summary
In a surprising turn of events, Claude, an AI chatbot, surged to the top of download charts after a principled stand against military use of AI. This spike in interest came as Google employees rallied against their company's past involvement in military projects, inspiring the public to explore alternatives like Claude. As a result, Claude experienced overwhelming downloads, even causing temporary outages.
Intelligent Machines (Audio)·IM 860: You Gotta Get Computer - Claude Surges to No. 1·Mar 04, 2026
“… ago. Nothing to do with us, actually. But when this whole thing was starting, right, this whole echo leak came out from, you know, when the whole Microsoft Copilot vulnerability came out. And that was the best example that you could have seen of what the world is going to look like in a few years. Till date, we have always trained our entire security programs who are built on the fact that you train people, right? Don't click on phishing emails. Don't reply to this. Don't do this. Don't do that. And here an email comes and the user is sleeping and Copilot reads the email and responds back on the …”“… can do whatever. Exactly. It's like, mm-hmm, yeah. And all of them are built by different people, different companies. They have access to different data, different depth. So, yeah, it's changed. I like to give this analogy a lot. This is from a while ago. Nothing to do with us, actually. But when this whole thing was starting, right, this whole echo leak came out from, you know, when the whole Microsoft Copilot vulnerability came out. And that was the best example that you could have seen of what the world is going to look like in a few years. Till date, we have always trained our entire security programs who are built on the fact that you train people, right? Don't click on phishing emails. Don't reply to this. Don't do this. Don't do that. And here an email comes and the user is sleeping and Copilot reads the email and responds back on the user's behalf. Yeah. our entire fundamental of security just went out of the window. The user didn't have to click. The user didn't have to reply. The user doesn't even know this has happened while he was sleeping and it's all over. So the core fundamentals are changing. We cannot rely on something that was built 30 years ago to protect something …”View more
Ridealong summary
The emergence of AI tools like Microsoft Copilot is revolutionizing security by bypassing traditional user training methods. With AI making decisions autonomously, the old security protocols are becoming obsolete, as users may unknowingly authorize actions without their consent. This rapid evolution poses significant challenges in protecting systems from potential threats posed by these intelligent agents.
DrZeroTrust·Beyond Perimeter Defenses: DLP, CASB, and the AI Agent Revolution·Mar 03, 2026
“… natural language. But also, it'll be more integrated in the software. Individual tools will be more common. So it'll be much more common. I'm in Microsoft Excel, and I'm like, can you sort row five by this amount and cut out all columns that have less than as many values? And it does that. it's gonna be that's what the interactions are going to become like and so this idea of having a a singular anthropomorphized entity through which you're having all conversations that's almost like an accident of early ai i mean open ai will tell you this that chat gpt was supposed to just be a demo of the type …”“… better ways to make use of it. So the thought is, in the future, AI is going to be more integrated into more things. It'll be more agentic. It'll be a lot not like having conversations in English text, but deploying agents to do things, maybe with natural language. But also, it'll be more integrated in the software. Individual tools will be more common. So it'll be much more common. I'm in Microsoft Excel, and I'm like, can you sort row five by this amount and cut out all columns that have less than as many values? And it does that. it's gonna be that's what the interactions are going to become like and so this idea of having a a singular anthropomorphized entity through which you're having all conversations that's almost like an accident of early ai i mean open ai will tell you this that chat gpt was supposed to just be a demo of the type of things you could do using the apis into their language models is like the type of tool you can build it would make use of ai and then it caught them completely off guard and everyone wanted to use chat gpt and chat with it because it was really cool i don't think that's going to be the form vector. So I think a lot of these issues we have now, …”View more
Ridealong summary
In a humorous yet insightful segment, the podcast discusses how AI tools, like Cold Turkey, can backfire and hinder productivity rather than enhance it. A housemate's struggle with an overzealous AI limitation leads to a reflection on the future of AI interactions, suggesting that our current chat-based interfaces may not be the ultimate form of AI integration. The conversation highlights the need for a balanced approach to using AI as a productivity assistant.
Modern Wisdom·#1067 - Cal Newport - The collapse of modern attention (and how to get it back)·Mar 05, 2026
“Finally, Microsoft is developing a new way to store digits, and therefore knowledge, quoting Gizmodo. Our knowledge of the past comes from stone tablets and old parchment, but thousands of years from now, our descendants may learn of our lives from a thin slice of glass carrying an impressive load of data, all thanks to physics that sounds borderline magical. Today, Microsoft's Project Silica unveiled the latest technological advances in what is essentially …”“Finally, Microsoft is developing a new way to store digits, and therefore knowledge, quoting Gizmodo. Our knowledge of the past comes from stone tablets and old parchment, but thousands of years from now, our descendants may learn of our lives from a thin slice of glass carrying an impressive load of data, all thanks to physics that sounds borderline magical. Today, Microsoft's Project Silica unveiled the latest technological advances in what is essentially laser-modified glass storage for sensitive data. Described in a Nature paper, the system, called Silica, works somewhat like a multidimensional CD, but the revolutionary, perhaps strange, aspect of the technique is that it harnesses the properties of light to encode gigabits of data within a tiny square of borosilica glass roughly 0.08 inches, or two …”View more
Ridealong summary
The podcast highlights the revolutionary potential of Microsoft's Project Silica, emphasizing its ability to change data storage and archival preservation in a way that could redefine how we manage information for millennia.
Tech Brew Ride Home·A Canticle For Leibowitz·Feb 19, 2026
“few days because that was Microsoft's biggest swing at this price point. And actually, I went back and read Dieter reviewed the Surface Go in 2018 when it came out and gave it an eight and a half. There were things to like about it, but it was fundamentally, it was a 10-inch computer, And there are a bunch of problems that come with making a 10-inch computer. And I think one of the things Apple understands and got right about this is that 13 inches is the right size for a laptop …”“few days because that was Microsoft's biggest swing at this price point. And actually, I went back and read Dieter reviewed the Surface Go in 2018 when it came out and gave it an eight and a half. There were things to like about it, but it was fundamentally, it was a 10-inch computer, And there are a bunch of problems that come with making a 10-inch computer. And I think one of the things Apple understands and got right about this is that 13 inches is the right size for a laptop in so many ways. And especially at smaller sizes, Microsoft got really hung up on doing hybrids that just didn't quite pan out the same way. And I think if you just go back and redo the Surface Go process and they're like, okay, well, what if instead of trying to trying to sort of overcorrect on the form factor here, we just make the cheapest …”View more
Ridealong summary
Microsoft's Surface Go struggles with its 10-inch size, while Apple nails it with a 13-inch design. The right size can make or break a laptop's usability and appeal, as evidenced by the differences between these two giants. Ultimately, Apple's focus on mainstream sizes gives it an edge in the competitive laptop market.
The Vergecast·The MacBook Neo is a winner·Mar 13, 2026
“… we have to be very careful about what we willing to pay for these things But if you look on the right side and the Mag7 what so interesting is Apple Microsoft, Meta, and Alphabet, the market is completely flipped the other way. And what they're saying is, we believe that these cash flows are essentially monopolistically durable forever. That's the only reason why you would walk them up like this, except NVIDIA, which is the most unbelievably accretive well-run company highest margins you know making 200 billion dollars and they're treating it like they're treating service now and snowflake i just …”“… taken you almost 100 years. And where is it now? It's been cut in half. Service now, it's last year in Workday, you see it. And I think what this speaks to is the beginning of this re in the public markets of saying if superintelligence is coming we have to be very careful about what we willing to pay for these things But if you look on the right side and the Mag7 what so interesting is Apple Microsoft, Meta, and Alphabet, the market is completely flipped the other way. And what they're saying is, we believe that these cash flows are essentially monopolistically durable forever. That's the only reason why you would walk them up like this, except NVIDIA, which is the most unbelievably accretive well-run company highest margins you know making 200 billion dollars and they're treating it like they're treating service now and snowflake i just think it's so interesting what's happening i can't explain this but here this data sort of shows this reset that we're going through a very complicated reset in the capital what's your take on this reset as chamath describes it do you think this is just a flight to the quality of the free cash flow of the mag 6 and just how much cash they print and …”View more
Ridealong summary
The rise of superintelligence could lead to constant disruption in the market, questioning the worth of companies in the long run. As SaaS stocks face a re-evaluation, employees might demand higher salaries instead of equity, changing the landscape of Silicon Valley. The market is seeing a split between companies with durable cash flows and those that are vulnerable to disruption, suggesting a complex reset in capital dynamics.
All-In with Chamath, Jason, Sacks & Friedberg·Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits·Mar 27, 2026
“… that Trump announced during his State of the Union address. We have a little bit more details now The pledge has been signed by Amazon Google Meta Microsoft OpenAI Oracle and XAI These companies will quote unquote negotiate new separate rate structures with utilities and state governments wherever they build new data centers, and will, quote, commit to pay these rates for the power and related infrastructure brought online to service their data centers, whether they use the electricity or not, unquote. To prevent blackouts and power shortages, the pledge also promises that AI companies and …”“… cover the cost of all power delivery infrastructure upgrades required for their data centers, ensuring such expenses are not passed to American households. unquote. And that is per the White House. So this expounds on the rate player protection pledge that Trump announced during his State of the Union address. We have a little bit more details now The pledge has been signed by Amazon Google Meta Microsoft OpenAI Oracle and XAI These companies will quote unquote negotiate new separate rate structures with utilities and state governments wherever they build new data centers, and will, quote, commit to pay these rates for the power and related infrastructure brought online to service their data centers, whether they use the electricity or not, unquote. To prevent blackouts and power shortages, the pledge also promises that AI companies and hyperscalers will also, quote, coordinate with grid operators to make backup generation resources available at times of emergency, contributing to a more reliable grid, unquote. This pledge is not legally binding, but like I said, it will empower the private sector to develop power plant infrastructure. Great. Scary. Last Saturday, March 7th, white …”View more
Ridealong summary
The recent Rate Payer Protection Pledge signed by major tech companies like Amazon, Google, and Microsoft aims to empower the private sector to build their own power infrastructure, ensuring that costs won't fall on American households. This initiative, announced during Trump's State of the Union, seeks to enhance grid reliability and prevent blackouts, marking a significant shift in how tech giants interact with energy resources. However, the pledge raises concerns about the implications of privatizing power infrastructure.
Behind the Bastards·It Could Happen Here Weekly 223·Mar 14, 2026
“… get you to get them to real greatness. And they shifted back to, shifted to cloud security, which is an area, the market they knew very well from Microsoft And I believe that that was one of the major advantages they had back in 2019 Because back then, there were one of the very few teams worldwide that actually knew how to do cloud security right. And then they really perfected product market fit. And very often I use the four personas model to talk about product market fit because for every product that you sell, there are four personas that you need to care about. The person who has the pain, …”“And then we started the Sunrise process and we figured out that as expected almost, that the original idea is not, it's an okay idea, but it would not get you to get them to real greatness. And they shifted back to, shifted to cloud security, which is an area, the market they knew very well from Microsoft And I believe that that was one of the major advantages they had back in 2019 Because back then, there were one of the very few teams worldwide that actually knew how to do cloud security right. And then they really perfected product market fit. And very often I use the four personas model to talk about product market fit because for every product that you sell, there are four personas that you need to care about. The person who has the pain, the person that has the authority to buy a solution like you're selling, the person that is the user that actually uses the product day to day, and the person that owns the budget for such a product. and in the WIS case all those four personas mapped into a single person in real life who is the CISO, the chief information security officer he had the …”View more
Ridealong summary
Wiz's first year in cloud security led to an astonishing sales jump from $1 million to $24 million in just four quarters. This rapid success was fueled by a unique alignment of the CISO's needs, authority, and budget, allowing for incredibly fast sales cycles. Their strategic focus on product-market fit and understanding of key personas made all the difference.
“Next up, Microsoft gets in the co-working game. On Monday, Microsoft CEO Satya Nadella tweeted, Announcing Copilot Cowork, a new way to complete tasks and get work done in M365. When you hand off a task to Cowork, it turns your request into a plan and executes it across your apps and files, grounded in your work data and operating within M365 security and governance boundaries. Axios sums up the move this way. Microsoft launched Copilot Cowork on Monday, an …”“Next up, Microsoft gets in the co-working game. On Monday, Microsoft CEO Satya Nadella tweeted, Announcing Copilot Cowork, a new way to complete tasks and get work done in M365. When you hand off a task to Cowork, it turns your request into a plan and executes it across your apps and files, grounded in your work data and operating within M365 security and governance boundaries. Axios sums up the move this way. Microsoft launched Copilot Cowork on Monday, an enterprise AI agent built on Anthropics technology and named after the Anthropic product that wiped hundreds of billions off of Microsoft's market cap. In other words, if you can't beat them, join them. And indeed, this is not just a copycat version of Cowork. This is actually a collaboration with Anthropic. Working closely with Anthropic, they write, …”View more
Ridealong summary
Microsoft's new Copilot Cowork, launched by CEO Satya Nadella, aims to revolutionize task management in M365 by transforming requests into actionable plans. This collaboration with Anthropic, which recently impacted Microsoft's market cap, showcases a strategic shift from competition to partnership, as Microsoft seeks to leverage advanced AI capabilities for its users. The success of this initiative hinges on whether Microsoft can maintain access to cutting-edge models and adapt to the rapidly evolving landscape of AI.
The AI Daily Brief: Artificial Intelligence News and Analysis·The Debate Over Anthropic’s New Product: Price or Existential Dread?·Mar 10, 2026
“… and feed it right back to you. Wow. Well, in just the last few months, it seems like you've integrated the app into ChatGPT, but also Clawed and Microsoft Copilot. And one of the things I'm wondering about is how does each assistant do things a little differently with regard to design creation? Are they pretty similar or is there a substantial difference between them? Actually, I mean, there are individual differences that come down to each platform and model. But what I think has been really amazing in this AI world is how common and how, I guess, how you can basically build once and deploy …”“… to AI assistance And so while we doing that your ChatGPT is talking to our MCP server, it's calling functions and tools like design generation, and it's getting the prompt, what you said in ChatGPT, pass it on to our tools, we generate some designs and feed it right back to you. Wow. Well, in just the last few months, it seems like you've integrated the app into ChatGPT, but also Clawed and Microsoft Copilot. And one of the things I'm wondering about is how does each assistant do things a little differently with regard to design creation? Are they pretty similar or is there a substantial difference between them? Actually, I mean, there are individual differences that come down to each platform and model. But what I think has been really amazing in this AI world is how common and how, I guess, how you can basically build once and deploy everywhere, deploy all the services, all the assistants. So the vast majority of the code and the technology we have to power each of these assistants is shared. It's just MCP. And so that's not just great for developers like us wanting to get consistent experiences. but it also makes the task of supporting all the different AI assistants on one …”View more
Ridealong summary
Canva's integration with ChatGPT can generate multiple editable presentations in seconds, like one about why dogs rule. This seamless functionality is powered by their MCP server, allowing for consistent experiences across various AI platforms. The shared technology simplifies development and enhances user experience across tools like Microsoft Copilot and Clawed.
The Neuron: AI Explained·24 Billion AI Uses Later: What Canva Learned About the Future of Design·Mar 10, 2026
“… They really are. So, yeah. They are. You know, software, we've got. No, because I had to. Painting software, my favorite. Oh, my gosh. It's great. Microsoft Paint, how much? It's like $3,000 a month. Our software costs? It was. It was $3,800 a month last year, and then we had a guy come in and kind of like... Is she in the business? No, she just hears us. She's speaking like she's in the business. She hears this crap from me Yeah I mean Here what I trying to get a single answer out of you and I haven been able to get one What is she hearing Because I hearing nothing Well a lot of spending I mean, I …”“… like it's being projected to be about $50,000 at this point with where we are in the month. I don't know. Listen, okay, say you make $50,000. Where does it go? The lines are blurred between personal and personal. Definitely not. No. No, they are. They really are. So, yeah. They are. You know, software, we've got. No, because I had to. Painting software, my favorite. Oh, my gosh. It's great. Microsoft Paint, how much? It's like $3,000 a month. Our software costs? It was. It was $3,800 a month last year, and then we had a guy come in and kind of like... Is she in the business? No, she just hears us. She's speaking like she's in the business. She hears this crap from me Yeah I mean Here what I trying to get a single answer out of you and I haven been able to get one What is she hearing Because I hearing nothing Well a lot of spending I mean, I had to pay his employee out of our personal finances. What the fuck? What? What are you doing? Why? Yeah, yeah. We lost a lot of money in the last two, three months of the business. Why? Just insane losses on projects and overhead. I'll boil it down to poor management. Oh, you're boiling it down. and you can't actually tell me what actually was. …”View more
Ridealong summary
A business grapples with significant losses over three months, attributing it to poor management decisions. Despite clear indicators of financial strain, the team struggles to pinpoint the reasons behind their failures, leading to a chaotic discussion about contractor versus employee models and accountability. This highlights the critical importance of transparent financial management in business operations.
Financial Audit·He Needs To Divorce Her | Financial Audit·Mar 09, 2026
“… 5 million daily active users at the beginning of February. Claude's growth put it ahead of other AI apps by daily active users like Perplexity and Microsoft Copilot, but not other top rivals like ChatGPT. This is partially due to the fact that Claude's jump in usage began later in the month, timed around the news of Anthropic's tense negotiations with the Pentagon. Now, if these trends continue throughout March, it could rank higher. Well, well, well, X is testing a new ad format that inserts a recommendation directly underneath a post that references the company or its products. The initial test, …”“… it. On that front, another market intelligence provider, SimilarWeb, found that Claude's app on iOS and Android devices saw 11.3 million daily active users on March 2nd, up 183% from the start of the year when usage was around 4 million and up from 5 million daily active users at the beginning of February. Claude's growth put it ahead of other AI apps by daily active users like Perplexity and Microsoft Copilot, but not other top rivals like ChatGPT. This is partially due to the fact that Claude's jump in usage began later in the month, timed around the news of Anthropic's tense negotiations with the Pentagon. Now, if these trends continue throughout March, it could rank higher. Well, well, well, X is testing a new ad format that inserts a recommendation directly underneath a post that references the company or its products. The initial test, spotted by an X user in Europe, displayed a suggestion to get Starlink beneath a post from a user that said Starlink's satellite service works great in Portugal. The link, when clicked, directed users to, well, you guessed it, Starlink's website. Ex of product Nikita Beer confirmed the test responding trying to make an ad product that isn an ad The …”View more
Ridealong summary
Claude's mobile app downloads have outpaced ChatGPT, reaching 149,000 daily downloads compared to ChatGPT's 124,000. This surge follows Anthropic's controversial decision to reject Pentagon contracts for surveillance, leading to a 183% increase in daily active users since January. As Claude gains traction, X is also testing a new ad format to attract more marketers and creators to its platform.
TechCrunch Daily Crunch·X is testing a new ad format that connects posts with products·Mar 07, 2026
“… right so you could with this exploit you could do ms-app install colon some remote file and it will download and run it now thankfully in 2024 microsoft just removed that feature 2024 2020 well you know better late than never to age yeah so wow so now what will actually happen if you wanted to do the maximal version of this notepad exploit is thankfully microsoft's other you know people who removed that will stop that from happening you'll get a box that pops up that says hey i can no longer auto install things please notify whoever it was that distributed the software that they have to update …”“… has been a security exploit topic before because. And now we'll get to the really cool stuff. so prior to 2024 one of the things that shell execute did know how to handle was installer apps so msis shit that just runs and installs crap to your machine right so you could with this exploit you could do ms-app install colon some remote file and it will download and run it now thankfully in 2024 microsoft just removed that feature 2024 2020 well you know better late than never to age yeah so wow so now what will actually happen if you wanted to do the maximal version of this notepad exploit is thankfully microsoft's other you know people who removed that will stop that from happening you'll get a box that pops up that says hey i can no longer auto install things please notify whoever it was that distributed the software that they have to update their installation like like yes good very very good job um that was good right and so that actually stopped this exploit from being potentially a lot worse than it was now question the other thing is one quick question can you just do like a like a curl you know some i don't know what they call uh dos scripts i'm just gonna call bash for you know …”View more
Ridealong summary
Microsoft's 2024 update closed a major security loophole in Notepad++ that allowed malicious files to be executed with a single click. This exploit could have enabled attackers to run harmful installers without user consent, but thankfully, the feature was removed just in time. The story highlights the importance of software security and the need for constant vigilance against potential threats.
The Standup with ThePrimeagen·Why is Microsoft updating their text editors!?·Mar 06, 2026
“… wrong. Never doubt yourself. What's interesting is that the rest of the platforms did not see 3x gains. They did not add $3 trillion in value. Microsoft, from January 2024 to today, is only up 4%. Amazon's up 30%. And then you do have OpenAI, Anthropic, XAI in the private markets. The gains there, they've been huge and staggering. And it's like the fastest growing companies in private markets history, shaking the venture capital world. You're either in or you're out. It's a huge deal. But you add them all up, it's only 1.4 trillion. So crazy when you think Satya in many ways went on such a …”“… to Ben Thompson alongside Nat Friedman and say, yeah, based on ChatGPT, NVIDIA seems sort of undervalued. And I was like, oh, well, if they're saying it on Ben Thompson's Stratechery podcast, it's obviously priced in. Everyone knows this. And I was wildly wrong. Never doubt yourself. What's interesting is that the rest of the platforms did not see 3x gains. They did not add $3 trillion in value. Microsoft, from January 2024 to today, is only up 4%. Amazon's up 30%. And then you do have OpenAI, Anthropic, XAI in the private markets. The gains there, they've been huge and staggering. And it's like the fastest growing companies in private markets history, shaking the venture capital world. You're either in or you're out. It's a huge deal. But you add them all up, it's only 1.4 trillion. So crazy when you think Satya in many ways went on such a generational run. And you got a 4% bump. If you hadn't looked at the stock price at all, you would think, oh, it's got to be up, what, 40%? No, it's up 4%. That was Daniel Gross' next question. What happens to NVIDIA and Microsoft? These are the two interesting players at the time, some of the biggest companies, the most AI aligned. NVIDIA absolutely …”View more
Ridealong summary
AI investment is concentrated in a few major players like NVIDIA and OpenAI, but the returns are uneven, with NVIDIA thriving while Microsoft's AI investments have yet to pay off.
The massive investments in AI startups are reshaping the venture capital landscape, but the returns for major players like Microsoft are not as impressive as expected, contrasting with NVIDIA's explosive growth.
NVIDIA's massive market gains highlight its dominance in AI hardware, while Microsoft's heavy AI investments have yet to yield significant stock returns.
Nvidia's dominance in the AI sector is unmatched, with massive revenue growth and market cap gains, making it the clear winner in the tech industry's 'picks and shovels' trade.
TBPN·Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN·Mar 06, 2026
“… wrong. Never doubt yourself. But what's interesting is that the rest of the platforms did not see 3x gains. They did not add $3 trillion in value. Microsoft, from January of 2024 to today, is only up 4%. Amazon's up 30%. And then you do have OpenAI, Anthropic, XAI in the private markets. The gains there, they've been huge and staggering. And it's like the fastest growing companies in private markets history, shaking the venture capital world. You're either in or you're out. It's a huge deal. But you add them all up, it's only $1.4 trillion. So crazy when you think Satya in many ways went on such a …”“… Thompson alongside Nat Friedman and say, yeah, based on Chachibiti, NVIDIA seems sort of undervalued. And I was like, oh, well, if they're saying it on Ben Thompson's Stratechery podcast, it's obviously priced in. Everyone knows this. And I was wildly wrong. Never doubt yourself. But what's interesting is that the rest of the platforms did not see 3x gains. They did not add $3 trillion in value. Microsoft, from January of 2024 to today, is only up 4%. Amazon's up 30%. And then you do have OpenAI, Anthropic, XAI in the private markets. The gains there, they've been huge and staggering. And it's like the fastest growing companies in private markets history, shaking the venture capital world. You're either in or you're out. It's a huge deal. But you add them all up, it's only $1.4 trillion. So crazy when you think Satya in many ways went on such a generational run. And you got a 4% bump. If you hadn't looked at the stock price at all, you would think, oh, it's got to be up, what, 40%? No, it's up 4%. And so that was Daniel Gross' next question. What happens to NVIDIA and Microsoft? These are the two interesting players at the time, some of the biggest companies, the most AI aligned. NVIDIA …”View more
Ridealong summary
AI investment is heavily skewed towards infrastructure giants like NVIDIA, overshadowing the massive funding rounds of companies like OpenAI.
Nvidia's dominance in the AI infrastructure layer has led to unprecedented market cap growth, showcasing its strategic advantage over other tech giants like Microsoft.
The AI boom has disproportionately benefited infrastructure companies like NVIDIA, while other tech giants like Microsoft see minimal stock gains despite massive AI investments.
TBPN·Daniel Gross’s AGI Trades, SpaceX’s $1.75T IPO, Google Silences Sweeney | Mark Gurman, Dan Primack, Cameron McCord, Max Haot, Christian Howell·Mar 05, 2026
“… In fact, I started writing for InfoWorld because of you. So thank you for that. Now, in 2001, when you were working in security, you got mad at Microsoft. I do that frequently. You may remember that in Windows XP, they released a capability to use raw sockets, which meant you could impersonate any address. So the big problem was that, as we know, Bill Gates wanted to compete with the source and CompuServe. So he was doing the Microsoft network, MSN, and that was going to be dial-up modems and things. And then he got surprised by the Internet, which was not what he expected to have happen. So …”“… column, which I loved, in 1986, Tech Talk from 1986 to 1993. Steve wrote about technology in an accessible, fascinating way. He's always been a little bit of an iconoclast, kind of an outsider banging at the wall of technology. And I loved that. In fact, I started writing for InfoWorld because of you. So thank you for that. Now, in 2001, when you were working in security, you got mad at Microsoft. I do that frequently. You may remember that in Windows XP, they released a capability to use raw sockets, which meant you could impersonate any address. So the big problem was that, as we know, Bill Gates wanted to compete with the source and CompuServe. So he was doing the Microsoft network, MSN, and that was going to be dial-up modems and things. And then he got surprised by the Internet, which was not what he expected to have happen. So they had Windows, but it was like with a modem. And so they got a TCP IP stack and stuck it on Windows and put it on the Internet. So this was Windows on the Internet, and this predated NAT routers. We didn't have NAT routers then. So my company I thought oh the Internet happening Let put our machines on the Internet And it turned out that other …”View more
Ridealong summary
In 2001, Microsoft’s decision to connect Windows XP directly to the Internet without adequate security measures led to widespread vulnerabilities, exposing users' C drives to the world. This prompted Steve Gibson to create Shields Up, a tool to help users secure their networks. His frustration with Microsoft's oversight highlights the critical importance of cybersecurity in an increasingly connected world.
Security Now (Audio)·SN 1068: The Call is Coming from Inside the House - Live From Zero Trust World 2026·Mar 05, 2026
“… the risks are the flip side of the promises, really. And we actually started talking about this about a year ago when we were seeing things like Microsoft Recall creep into the product updates, in this case for Windows, and really recognizing that Signal exists at the application layer, right? Which means that we have to trust the operating system. We build on top of iOS or Android or Windows, and we have to trust that the operating system will be a reliable set of tools that we as developers can leverage to ensure that signal works for the people who rely on us and that the users of the device …”“… a movie by Steven Spielberg. So the AI agent specifically, you've been pretty vocal about the dangers of the agentic AI, the danger it poses to our privacy and security. Can you elaborate on the risks here and what are most people not aware of? Yeah, the risks are the flip side of the promises, really. And we actually started talking about this about a year ago when we were seeing things like Microsoft Recall creep into the product updates, in this case for Windows, and really recognizing that Signal exists at the application layer, right? Which means that we have to trust the operating system. We build on top of iOS or Android or Windows, and we have to trust that the operating system will be a reliable set of tools that we as developers can leverage to ensure that signal works for the people who rely on us and that the users of the device can rely on. And our primary concern is that as agents get integrated into the operating systems by these AI companies, the people who maintain the operating system, and as they get leveraged beyond that in ways that are giving them very pervasive access to your life, it undermines our ability as Signal to guarantee the type of privacy that we …”View more
Ridealong summary
Pervasive AI agents threaten your privacy by gaining deep access to your personal data. As these agents integrate into operating systems, they can access everything from your calendar to your contact list, creating significant security vulnerabilities. This alarming trend raises serious concerns about how much control we really have over our data.
The Prof G Pod with Scott Galloway·Meredith Whittaker on Who Controls Your Data in the Age of AI·Mar 05, 2026
“… So here it is. My guess is that right now you've got your calendar somewhere on your computer. You probably just click on the icon, pop it up. It's Microsoft Outlook, whatever the case is. And it's well populated. I'm an example of that today. You and I are talking. I'm one of your things to get done for today, right? There's going to be a bunch of other things later on today. There'll be things tomorrow, the rest of the week. You've got next week lined out and so on. What I would like for you to do is open up that calendar. This is a test and erase everything. And probably what's instantly slamming …”“… reconstruction of where they need to be. And so here's a suggestion I'm going to make to you if you want to do that. And you'll have to talk to your producer and your whole team afterwards and apologize and say, this is just a test. This is not live. So here it is. My guess is that right now you've got your calendar somewhere on your computer. You probably just click on the icon, pop it up. It's Microsoft Outlook, whatever the case is. And it's well populated. I'm an example of that today. You and I are talking. I'm one of your things to get done for today, right? There's going to be a bunch of other things later on today. There'll be things tomorrow, the rest of the week. You've got next week lined out and so on. What I would like for you to do is open up that calendar. This is a test and erase everything. And probably what's instantly slamming around in your brain is, how do I get anything done? Literally, my business for you, Dan, is going to be podcasting and so forth, talking to individuals like myself. How do I get that done? And here's the problem, is what you've done is you've created a model based upon a dependency that has to do with how you allocate time. And what I'm …”View more
Ridealong summary
To transition from operational excellence to strategic thinking, start by erasing your calendar. This radical step forces you to rethink how you allocate time and resources, prompting innovative strategies that break free from traditional models. By challenging the status quo, you can uncover new pathways to elevate your business from good to great.
Founder's Story·He Helps Executives Go From Good to Great and His First Move Is Radical | Ep. 318 with Steven Lovett Founder/CEO of Principled Consulting Services·Mar 03, 2026
“probably not you see companies like Instagram and WhatsApp dominate their sectors where whilst having 10 staff and beating companies like Google and Microsoft in the process. I would argue this way of building software in very large companies is actually failing. And I think we're seeing a lot of these very large companies becoming, you know, desperately desperate. And, you know, for example, the quality of Microsoft Windows and macOS has very obviously deteriorated greatly in the last five to 10 years. You know, back when Dave Cutler was looking at every line of the NT kernel and making sure it was …”“probably not you see companies like Instagram and WhatsApp dominate their sectors where whilst having 10 staff and beating companies like Google and Microsoft in the process. I would argue this way of building software in very large companies is actually failing. And I think we're seeing a lot of these very large companies becoming, you know, desperately desperate. And, you know, for example, the quality of Microsoft Windows and macOS has very obviously deteriorated greatly in the last five to 10 years. You know, back when Dave Cutler was looking at every line of the NT kernel and making sure it was beautiful, it was an elegant and marvelous piece of software. You know, and I don't think there's anybody in the world who's going to say that Windows 11 is an elegant and marvelous piece of software. So I actually think we do need to find these smaller components that we do fully understand and that we need to build them up. And here's the …”View more
Ridealong summary
AI is fundamentally limited in software engineering, failing to create innovative solutions and merely replicating existing code. This limitation highlights the need for human insight and creativity in building software that goes beyond what has been done before. As large companies struggle with software quality, the role of human engineers becomes ever more critical.
Machine Learning Street Talk (MLST)·"Vibe Coding is a Slot Machine" - Jeremy Howard·Mar 03, 2026
“… Yes. And you have to agree or disagree with Andy. And I always love it when people disagree with Andy. So I'm assuming implicit in this that we're a Microsoft shop. So I can't just go with the easy out of find that nobody has domain admin access because we have root access on all Linux machines and that's production. Or Microsoft. Yes. That would be the cop out. We're disregarding that because that violates the near rule. I think this one actually, as much as I laughed right in front and said, okay, domain admin with this temp employee is bad. I think nobody with domain admin, when you need domain …”“… What do they do with it? It's pretty bad. I know it's pretty bad. It's a good one. Or no one has domain admin access when production is down. Oh. Just so you know, Tim, don't answer first. We make Andy answer first. So hold tight. I have to answer. Yes. And you have to agree or disagree with Andy. And I always love it when people disagree with Andy. So I'm assuming implicit in this that we're a Microsoft shop. So I can't just go with the easy out of find that nobody has domain admin access because we have root access on all Linux machines and that's production. Or Microsoft. Yes. That would be the cop out. We're disregarding that because that violates the near rule. I think this one actually, as much as I laughed right in front and said, okay, domain admin with this temp employee is bad. I think nobody with domain admin, when you need domain admin, that's presumed in the everything is down. I think not having anybody with domain admin is actually worse than that. But let me argue with you. That is definitely bad when it's down. but that wouldn't necessarily cause the havoc that a temp worker could do. But you just had to do such a massive caveat. Wouldn't necessarily cause the thing that …”View more
Ridealong summary
In a heated debate, Andy and Tim weigh two risky scenarios: a temp worker with domain admin access versus having no domain admin when production is down. Ultimately, they conclude that lacking admin access during a crisis is worse, as it directly impacts recovery efforts, despite the potential havoc a temp worker could wreak. This discussion highlights the complexities of risk management in cybersecurity.
CISO Series Podcast·Our Security Team's Love Language is Buying New Tools·Mar 03, 2026
“… she have the relevant work experience? I think is what you're getting at. Well, well, it's the way I think of it is like, OK, let's say someone from Microsoft Finance came up to her and said, hey, you guys have this team of 75 people in San Francisco called Double Fine. Why is that existing? They don't make us any money. You should shut them down. And for her to look at like a P&L or something, she would be like, oh, OK. But if someone said to her, well, that's Tim Schafer's studio, would she know who Tim Schafer is? Like, does she have the kind of the knowledge to understand the ramifications of …”“… role and do a good job. And in fact, I think like not being a gamer can give you perspective that other people don't. I think the worry is when they don't have the gaming industry knowledge or background. And she's so young. So it's like, how could she have the relevant work experience? I think is what you're getting at. Well, well, it's the way I think of it is like, OK, let's say someone from Microsoft Finance came up to her and said, hey, you guys have this team of 75 people in San Francisco called Double Fine. Why is that existing? They don't make us any money. You should shut them down. And for her to look at like a P&L or something, she would be like, oh, OK. But if someone said to her, well, that's Tim Schafer's studio, would she know who Tim Schafer is? Like, does she have the kind of the knowledge to understand the ramifications of what would happen to Xbox and what they would look like in the PR disaster it would be if they shut down Tim Schafer's studio? Granted, she now has people around her, most notably Matt Booty, to help kind of answer these questions and and help her learn things. And like I said before, one of her first one of the first things she said she's doing is …”View more
Ridealong summary
Asha Sharma faces skepticism as a new gaming executive, questioning whether her lack of gaming experience will hinder her success. Despite the industry's traditional belief that executives must be gamers, some argue that fresh perspectives can drive innovation. However, Sharma's challenge lies in navigating a complex gaming landscape without the necessary historical knowledge.
Triple Click·Why Phil Spencer Retired, And What's Next For Xbox·Feb 26, 2026
“… but that's pretty much it felt like no movement for years. And we said that and movement started happening really fast. So, yeah, there was that. Microsoft, I would I have the most positive view on Microsoft. They had a really hairy technical product is how I describe it. It was very difficult to use Azure and a lot of nouns like like principles. And I didn't I still to this day and I've integrated with the service don't fully understand the IAM hierarchy of Azure. I just kind of bolted it and got it working with a team. And that was that. But the technically kind of but from the business side, …”“… and there's too many bugs in your shipping. Honestly, AWS is shipping features too fast and like it's just like not worth it. And that freaked them out. And finally, they started helping. You know, they might recount their side of things differently, but that's pretty much it felt like no movement for years. And we said that and movement started happening really fast. So, yeah, there was that. Microsoft, I would I have the most positive view on Microsoft. They had a really hairy technical product is how I describe it. It was very difficult to use Azure and a lot of nouns like like principles. And I didn't I still to this day and I've integrated with the service don't fully understand the IAM hierarchy of Azure. I just kind of bolted it and got it working with a team. And that was that. But the technically kind of but from the business side, super competent professionals and team players was like how I describe it. We we went into every meeting with them and a lot of our meetings. The first question was, how do we both win? That was like the first question. And yeah, very pleasant. Awesome. They were the first people to jump on board supporting Terraform. Sure, that's some kind of bias, …”View more
Ridealong summary
After years of frustration, a team of engineers threatened to deprecate AWS's Terraform provider due to lack of support, prompting AWS to finally step up. In contrast, Microsoft was praised for their collaborative spirit and business acumen, while Google Cloud's technical brilliance was overshadowed by their neglect of business needs. This reveals the complex dynamics between cloud providers and developers in the tech industry.
The Pragmatic Engineer·Mitchell Hashimoto’s new way of writing code·Feb 25, 2026
“… thanks to this. There were 1.3 million instances of social security numbers, real ones, linked to AI applications last year. ChatGPT and Microsoft Copilot saw nearly 3.2 million data violations. I'm not trying to scare you, just trying to remind you that while you're using AI, you've got to also protect yourself. That's why it's time for a modern approach with Zscaler's Zero Trust plus AI. Zero Trust removes your attack surface, right? You're not putting out VPN addresses that give people something to hook on to. You don't have to worry about securing your data because Zero Trust secures …”“… guys are using not only the AI to create the phishing emails, but they're also using it to write malicious code. We've seen that. We've talked about it. They automate data extraction. The speed with which data extraction is happening is increasing dramatically thanks to this. There were 1.3 million instances of social security numbers, real ones, linked to AI applications last year. ChatGPT and Microsoft Copilot saw nearly 3.2 million data violations. I'm not trying to scare you, just trying to remind you that while you're using AI, you've got to also protect yourself. That's why it's time for a modern approach with Zscaler's Zero Trust plus AI. Zero Trust removes your attack surface, right? You're not putting out VPN addresses that give people something to hook on to. You don't have to worry about securing your data because Zero Trust secures your data no matter where it lives, in the cloud, on-prem, everywhere. Zscaler safeguards your use of public and private AI. It protects you against ransomware and it protects you against AI-powered phishing attacks. But don't just listen to what I have to say about it. Check out what Siva, the Director of Security and Infrastructure at Zwara, says …”View more
Ridealong summary
Recent research from ETH Zurich reveals that password managers like Bitwarden are now more secure than ever, thanks to extensive audits and open-source transparency. This analysis shows that even if cloud infrastructure is compromised, these tools have implemented measures to protect user data. As a result, users can feel more confident in their security than they did just a month ago.
Security Now (Audio)·SN 1066: Password Leakage - Zero Trust, Zero Knowledge·Feb 24, 2026
“… the success of just this one class of attacks. So please warn your friends to be careful. It is just such an obvious way for bad guys to get in. And Microsoft has got to do something about this.”“… likely a delay between the growth of an attack and its inclusion into a training program, but that leaves a very dangerous gap. And as Huntress found from their analysis, 53% of all successful breaches that occurred during 2025 were attributable to the success of just this one class of attacks. So please warn your friends to be careful. It is just such an obvious way for bad guys to get in. And Microsoft has got to do something about this.”View more
Ridealong summary
Over half of malware loader activity in 2025 came from a single exploit called ClickFix, which tricks users into granting access by masquerading as routine tasks. This alarming statistic highlights a dangerous gap in security training, as many organizations, including large nonprofits, are unaware of such tactics. It's crucial to warn friends and colleagues about this deceptive attack method before it's too late.
Security Now (Audio)·SN 1066: Password Leakage - Zero Trust, Zero Knowledge·Feb 24, 2026
“… and welcome to Silicon Valley Girl. Great to be here. I am so happy to have you. So you are the CEO of LinkedIn and also executive vice president of Microsoft Copilot and Microsoft Office. And we're at Davos today. Yes. So what is everyone talking about? I think there's a lot of the things that I'm seeing, but I think one of the things that's probably most interesting to you potentially is, I think if we were here maybe like three years ago, a lot of the conversations we would be having would be with traditional media. And this year, it's amazing to see kind of the creator influence, like up and down …”“… you want to be in five years. It's more about over the next few months, like what new skills do you want to learn? What are the top skills people should be adding to their LinkedIn right now? This, you know, this huge demand. Ryan, thank you so much and welcome to Silicon Valley Girl. Great to be here. I am so happy to have you. So you are the CEO of LinkedIn and also executive vice president of Microsoft Copilot and Microsoft Office. And we're at Davos today. Yes. So what is everyone talking about? I think there's a lot of the things that I'm seeing, but I think one of the things that's probably most interesting to you potentially is, I think if we were here maybe like three years ago, a lot of the conversations we would be having would be with traditional media. And this year, it's amazing to see kind of the creator influence, like up and down the promenade and kind of the role that creators are playing in this new economy. And, you know, we see it on LinkedIn. There's 4 million members now that their official job title is creator. And it's just amazing to watch this kind of new industry explode to where it is today. We recognize the Davos, for example. That is amazing. And I'm happy to …”View more
Ridealong summary
Despite a 12% drop in entry-level job hiring, AI is creating an unprecedented surge in new roles, adding 1.3 million jobs in the sector. LinkedIn's CEO Ryan Roslansky reveals that the sluggish hiring is due to macroeconomic factors, not AI. This insight highlights a shift in the job market, where new skills are becoming essential for career growth.
Silicon Valley Girl·Skills Will Change 70% by 2030—The 5 You MUST Master Now | Ryan Roslansky, LinkedIn CEO·Feb 21, 2026
“… seem to be anything that's, that's pushing back against it. And I was thinking more about the, uh, the cure for cancer thing, because, you know, Microsoft Excel has been useful in medicine. You use Microsoft Excel to catalog how patients are doing, track a bunch of blood work, create a correlation. Okay. These people got placebos. These people got the real cancer treatment. Now we know for sure. And it just sped it up a little bit. You could have done it on paper, but doing it in Excel, probably move things forward, just a notch, you got the cancer cure like a couple months earlier, a little bit …”“… don't want computers, so they use spice and they travel around that way. Yeah. It's really popular. I mean, we talked to Sagar and Jetty about this. It's bipartisan. It's, it's very, very broad support against data center build out. And there doesn't seem to be anything that's, that's pushing back against it. And I was thinking more about the, uh, the cure for cancer thing, because, you know, Microsoft Excel has been useful in medicine. You use Microsoft Excel to catalog how patients are doing, track a bunch of blood work, create a correlation. Okay. These people got placebos. These people got the real cancer treatment. Now we know for sure. And it just sped it up a little bit. You could have done it on paper, but doing it in Excel, probably move things forward, just a notch, you got the cancer cure like a couple months earlier, a little bit cheaper, a little bit faster. And that sort of like diffusion story is ridiculously unsexy. Like it's not attractive at all. No one, no one wants to talk about it. I had this riff for a while. One simple trick. I had this riff for a while that the debt markets were critical in the space race. Like you, you actually do need to finance rocketry with …”View more
Ridealong summary
AI might not deliver a magical cancer cure, but its real impact lies in speeding up research processes through tools like Excel. While scientists receive accolades for breakthroughs, the unsung heroes are the technologies that enable their work, often overlooked in the narrative. This highlights the importance of recognizing the foundational elements behind medical advancements.
“… there doesn't seem to be anything that's pushing back against it. And I was thinking more about the cure for cancer thing because like, you know, Microsoft Excel has been useful in medicine. Like you use Microsoft Excel to catalog how patients are doing, track a bunch of blood work, create a correlation. Okay. These people got placebos. These people got the real cancer treatment. Now we know for sure and it just sped it up a little bit. You could have done it on paper but doing it in Excel probably moved things forward just a notch. You got the cancer cure like a couple months earlier, a little …”“… Jihad is from Dune. They don't want computers so they use Spice and they travel around that way. Yeah. It's really popular. I mean we talked to Sagar and Jetty about this. It's bipartisan. It's very, very broad support against data center build out and there doesn't seem to be anything that's pushing back against it. And I was thinking more about the cure for cancer thing because like, you know, Microsoft Excel has been useful in medicine. Like you use Microsoft Excel to catalog how patients are doing, track a bunch of blood work, create a correlation. Okay. These people got placebos. These people got the real cancer treatment. Now we know for sure and it just sped it up a little bit. You could have done it on paper but doing it in Excel probably moved things forward just a notch. You got the cancer cure like a couple months earlier, a little bit cheaper, a little bit faster and that sort of like diffusion story is ridiculously unsexy. Like it's not attractive at all. No one wants to talk about it. I had this riff for a while. People want one simple trick. Yeah. I had this riff for a while that the debt markets were critical in the space race. Like you actually do need to finance rocketry …”View more
Ridealong summary
Data centers may not be glamorous, but they play a crucial role in advancing technology, including speeding up cancer research. While scientists get the spotlight, the real unsung heroes are the tools and infrastructure that support their work, like Excel and efficient financing. Understanding this chain of innovation is essential for appreciating how we achieve breakthroughs in medicine and technology.
TBPN·Palmer Luckey LIVE from NYSE, Supreme Court Smackdown, Data Center Backlash | Ryan Petersen, Jonathan Gould, Diogo Mónica, Joe Lonsdale, John Shahidi, Will Bruey, Sam Levenback, Alex Heath·Feb 20, 2026
“… up because it was just so convenient. It was, like, the perfect, like, business laptop for those people that are just doing email, doing, like, Microsoft Teams, you know, opening up an Excel sheet, just kind of quick things on the fly, and that's what it was perfect for. Most people weren't crazy like you in editing a Final Cut Pro to have a 4K video out in 2015 or something like that, but it was just, like, I saw it as recently. Somebody was using it the other day, and, like, maybe, like, two years ago,”“… I mean, like you said, even the MacBook Air had a fan in it for the first decade of its existence, and that thing was also a thin and light, I remember. You know? So, when it came out in 2015, it was wild, and I remember a lot of people picked that thing up because it was just so convenient. It was, like, the perfect, like, business laptop for those people that are just doing email, doing, like, Microsoft Teams, you know, opening up an Excel sheet, just kind of quick things on the fly, and that's what it was perfect for. Most people weren't crazy like you in editing a Final Cut Pro to have a 4K video out in 2015 or something like that, but it was just, like, I saw it as recently. Somebody was using it the other day, and, like, maybe, like, two years ago,”View more
Ridealong summary
Despite its sluggish performance, the 12-inch MacBook was revolutionary for its fanless design, allowing users to edit videos in complete silence. Released in 2015, it became the go-to choice for those needing a lightweight laptop for basic tasks without the distracting noise of fans. Its legacy lies in offering a unique blend of portability and quiet operation that many users still appreciate today.
9to5Mac Overtime·9to5Mac Overtime 060: The perfect testbed for cellular Macs·Feb 20, 2026
“… approach and we are trying to scale it now across the whole company. I think we have one of the highest numbers of AI licenses for, you know, Microsoft Copilot with all the different model options that you have there. We're one of the lead partners for Palantir in terms of all our R&D data goes into a data lake powered by Foundry. And so, you know, we really try, these are all things we did like six years ago, right? And we really, it's really not, and we weren't sure how it's gonna pay off. And now I have, you know, 3,000 scientists on the Foundry platform, you know, picking the right models …”“… in the process of adopting AI, is being AI, there's AI-ification across the org. Is that a fair? Yeah, absolutely. I think it comes back to, I also wanna answer your, how do I use AI? And I'll come back to that. But yes, we are, we have a very systematic approach and we are trying to scale it now across the whole company. I think we have one of the highest numbers of AI licenses for, you know, Microsoft Copilot with all the different model options that you have there. We're one of the lead partners for Palantir in terms of all our R&D data goes into a data lake powered by Foundry. And so, you know, we really try, these are all things we did like six years ago, right? And we really, it's really not, and we weren't sure how it's gonna pay off. And now I have, you know, 3,000 scientists on the Foundry platform, you know, picking the right models to actually just go into our data lake and extract data that used to take six months and now it takes minutes. I mean, the power here is incredible. So we are absolutely, absolutely scaling it. How I'm using it, and it's part of our general push, is one of the, I think, big opportunities in companies like us is not the high-end biotech side of …”View more
Ridealong summary
AI is set to revolutionize drug discovery by potentially reducing development time by 2-4 years and significantly increasing success rates. Companies like Novartis are already integrating AI across their R&D processes, automating tasks that once took months and enabling faster, more informed decision-making. This transformation could lead to the first AI-generated drug candidate hitting the market within the next few years.
The a16z Show·Novartis CEO Vasant Narasimhan on Transforming a 250-Year-Old Company·Feb 16, 2026
“… have this product cycle and you have a capable incumbent, what happens is they usually make their product better for their existing categories. So Microsoft will make a better word processor than they've ever made. Google will make a better search engine than they've ever made. And we're actually starting to see that, some of that anyway. What you instead see is the native categories that did not exist before the product cycle being owned by startups. So I think that's a little bit of what we're going to see. If you said something like software movies or AI moviemaking or AI-assisted movies, that's …”“… has speed, agility, and incredible engineers? So if history is any guide, and to reference Alex, he would say that it often is. Those who have actually studied history tend to do better than those who have not. And what I would say is that when you have this product cycle and you have a capable incumbent, what happens is they usually make their product better for their existing categories. So Microsoft will make a better word processor than they've ever made. Google will make a better search engine than they've ever made. And we're actually starting to see that, some of that anyway. What you instead see is the native categories that did not exist before the product cycle being owned by startups. So I think that's a little bit of what we're going to see. If you said something like software movies or AI moviemaking or AI-assisted movies, that's just not a category in which there is an incumbent. And I'm betting that a native company will actually win that. It probably won't be Adobe. Will Adobe make a better Photoshop and Illustrator than ever before? Probably. You said there about native being an opportunity. In terms of where opportunity sits in the stack, why do you think the …”View more
Ridealong summary
In the battle between established SaaS giants and agile startups, history shows that incumbents often improve their existing products but may miss emerging categories. For instance, while Adobe may enhance Photoshop, new opportunities like AI-assisted moviemaking are ripe for startups to dominate. This shift highlights the importance of innovation in unexplored areas over mere distribution power.
The a16z Show·Anish Acharya: Is SaaS Dead in a World of AI?·Feb 12, 2026
“… and a lot of willpower. And every time you get it, you get another message and it kind of primes you into that. This is a fun thing. It's not yet Microsoft Exchange 2025 and fully enterprise ready. And then when it updates, it's like, oh, I'm in. It's cozy here. Something like this that makes you smile. An agent would not come up with that by itself. That's how you build software. That delights. Yeah, that delight is such a huge part of inspiring great building. You feel the love and the great engineering. That's so important. Humans are incredible at that. Great humans, great builders are …”“… I can make the plugin side larger so you can make this a plugin, even though right now it doesn't. There's still a lot of craft and thinking involved in how to make something. Or even when you started those little messages. I built on Caffeine, JSON5 and a lot of willpower. And every time you get it, you get another message and it kind of primes you into that. This is a fun thing. It's not yet Microsoft Exchange 2025 and fully enterprise ready. And then when it updates, it's like, oh, I'm in. It's cozy here. Something like this that makes you smile. An agent would not come up with that by itself. That's how you build software. That delights. Yeah, that delight is such a huge part of inspiring great building. You feel the love and the great engineering. That's so important. Humans are incredible at that. Great humans, great builders are incredible at that. Infusing the things they build with that little bit of love. Not to be cliche,”View more
Ridealong summary
Making thoughtful design decisions can transform software from mundane to delightful. By carefully choosing features and their implementation, developers can create an experience that resonates with users, sparking joy and engagement. This human touch in software design is irreplaceable and essential for inspiring innovation.
Lex Fridman Podcast·#491 – OpenClaw: The Viral AI Agent that Broke the Internet – Peter Steinberger·Feb 12, 2026
“… think they started last week, Trusted Tech. And a really great one too. I had a good conversation with these guys. They offer US-based and they are Microsoft certified, US-based Microsoft certified support using a simple ticket-based model. Everybody understands it works and it helps you save money while getting faster, better help and proactive support. Trusted Tech is the number one global replacement to Microsoft Unified Support. They will work to get you better service no matter what size business you have. And in recognition of that support quality, Trusted Tech was one of the very first …”“… in a commercial. It's a new thing that we've invented here at Twit. And we invite you all to partake. While Steve has a cup of Joe, a cup of Mocha Java, as they say, let us talk about our sponsor, actually a relatively new sponsor to the network. I think they started last week, Trusted Tech. And a really great one too. I had a good conversation with these guys. They offer US-based and they are Microsoft certified, US-based Microsoft certified support using a simple ticket-based model. Everybody understands it works and it helps you save money while getting faster, better help and proactive support. Trusted Tech is the number one global replacement to Microsoft Unified Support. They will work to get you better service no matter what size business you have. And in recognition of that support quality, Trusted Tech was one of the very first partners in the world to earn Microsoft's new Solutions Partner designation for support. They announced this at Ignite not so long ago. Now, there's something I think you know about, but I want to remind you that coming in July, Microsoft, they've already announced this, is they're going to implement a significant price increase for M365. And with it, a …”View more
Ridealong summary
Many Windows 10 users are frustrated by annoying notifications after updates, but there's a simple fix. By navigating to the control panel, you can turn off the 'Welcome Experience' and other intrusive suggestions, enhancing your user experience. This tip not only benefits those sticking with Windows 10 but also applies to Windows 11 users looking for a more streamlined interface.
Security Now (Audio)·SN 1064: Least Privilege - Cybercrime Goes Pro·Feb 10, 2026
“… Let me spell it out a little more, though, using the earnings of various hyperscalers as an example. According to its latest quarterly filings, Microsoft spent $34.9 billion on capital expenditures, the most of any of the big four hyperscalers, followed by Amazon with $34.2 billion, Google with $24 billion, and Met with $19.37 billion. The common mantra is that these companies are spending all this money on GPUs, but that doesn't really match up with Nvidia's revenues. Nvidia's last quarterly earnings said that four direct customers made up more than 10% of revenue, 22%, 15%, 13%, and 11%, …”“… investors and shareholders by extension will take any abuse from management. They will allow companies to spend as much money as they want in whatever ways they want as long as it continues the charade of number go up, or charade for my British users. Let me spell it out a little more, though, using the earnings of various hyperscalers as an example. According to its latest quarterly filings, Microsoft spent $34.9 billion on capital expenditures, the most of any of the big four hyperscalers, followed by Amazon with $34.2 billion, Google with $24 billion, and Met with $19.37 billion. The common mantra is that these companies are spending all this money on GPUs, but that doesn't really match up with Nvidia's revenues. Nvidia's last quarterly earnings said that four direct customers made up more than 10% of revenue, 22%, 15%, 13%, and 11%, representing no more than $12.54 billion out of $57 billion of revenue. And as you look back through earlier quarters, you see the discrepancies grow. Where exactly is this money going? In Microsoft's latest earnings, first quarter fiscal year 2026, it said that $19.39 billion went to additions to property and equipment, with roughly half of its total …”View more
Ridealong summary
The podcast segment critically examines the massive capital expenditures of hyperscalers, questioning the transparency and accountability of their spending, particularly in relation to AI investments and data centers.
Better Offline·The Enshittifinancial Crisis: Part One·Jan 20, 2026
“… provider for IT, because a lot of IT now is not, hey, come into my law firm office with 50 people and fix my printers. It's like, onboard me into Microsoft Office. And all of that stuff can be done remotely. It's a very, very digital experience. It's $100 billion market. That's a little bit more interesting because I can actually ingest more clients that way as opposed to I have to buy hundreds of these things. So hopefully that makes sense. Awesome.”“… companies, like every debt collection company, they'd be crazy not to look into doing AI on their own. So it is this battle between startup and incumbent. But there is an interesting opportunity and we've done one in the MSP space, managed service provider for IT, because a lot of IT now is not, hey, come into my law firm office with 50 people and fix my printers. It's like, onboard me into Microsoft Office. And all of that stuff can be done remotely. It's a very, very digital experience. It's $100 billion market. That's a little bit more interesting because I can actually ingest more clients that way as opposed to I have to buy hundreds of these things. So hopefully that makes sense. Awesome.”View more
Ridealong summary
Investors are discovering that back catalogs, like the Beatles', can be goldmines for profit through various monetization strategies. Companies like V-Lex are shifting focus from traditional intermediaries to direct consumer sales, enhancing their pricing strategies and capturing more value. This shift reflects a broader trend where entrepreneurs leverage existing data to create significant competitive advantages in white-collar services.
The a16z Show·The AI Opportunity That Goes Beyond Models·Jan 19, 2026
“… But what if I want a chat GPT rapper to tell me what color my shit is and if that is gonna be indicative of a health problem? You could just use Microsoft Copilot, which will be in a Windows laptop from a year ago. Microsoft 365 Copilot. Copilot. And you have to turn the laptop around and point it at your poop in the toilet and then take a photo with the laptop. And then also at the same time look at the chat bot and be like, is this working? You got this. Yeah, yeah. We're gonna see some cool stuff. Like these local LLMs, we're gonna go back to punk tech, right? People building their own cool …”“… communication allows you to do today that will make the world better. Buy used, buy used now. If you want a new thing, buy a used one. It's probably fine. That is the only way we begin fixing things and these moral choices like Devinder mentioned. But what if I want a chat GPT rapper to tell me what color my shit is and if that is gonna be indicative of a health problem? You could just use Microsoft Copilot, which will be in a Windows laptop from a year ago. Microsoft 365 Copilot. Copilot. And you have to turn the laptop around and point it at your poop in the toilet and then take a photo with the laptop. And then also at the same time look at the chat bot and be like, is this working? You got this. Yeah, yeah. We're gonna see some cool stuff. Like these local LLMs, we're gonna go back to punk tech, right? People building their own cool little moms, their own little cool things. We're gonna be back there. Their own little gadgets powered by punk tech. I wanna see that more too. The thing is, I know it's fucking grim out there and it really is, we are still, one of the problems in society is we're hyper-connected and full of technology. One of the cool things is we are as well. And …”View more
Ridealong summary
Elon Musk's latest venture into social media could lead to his downfall. By investing heavily in AI for a platform generating harmful content, he's risking not just his reputation but also financial stability. The discussion emphasizes the need for personal responsibility in our digital interactions, urging us to use social media for positivity and support instead of contributing to negativity.
Better Offline·CES 2026: Part Six (Thursday)·Jan 08, 2026
“… doctors yeah and it's it's just and it's almost cliche it's like yeah it's being forced into anything I was mentioning on the earlier it's like in Microsoft today it's no longer office it's co-pilot like fuck you how many times have I said no I'm not using co-pilot you're trying to force me that's amazing that they just like they've got such a dirt on their hands that they're like uh the Batman movies are now uh the um the avengers or whatever it's like to some other like google did that already they changed google assistant to google gemini and they're like 400 million activists yeah they're gonna …”“… to be worth which I believe you looked it up was like five billion dollars yeah 5.5 billion it's like in order for it to work it also has to like to justify that valuation it has to make evaluations like no doctor wants it to fucking do that they're doctors yeah and it's it's just and it's almost cliche it's like yeah it's being forced into anything I was mentioning on the earlier it's like in Microsoft today it's no longer office it's co-pilot like fuck you how many times have I said no I'm not using co-pilot you're trying to force me that's amazing that they just like they've got such a dirt on their hands that they're like uh the Batman movies are now uh the um the avengers or whatever it's like to some other like google did that already they changed google assistant to google gemini and they're like 400 million activists yeah they're gonna do the same thing with fucking co-pilot where it's like look at all these people no we're all using fucking word and excel well what's funny though is they're not gonna be able to do that because I have fucking Microsoft's numbers I have Microsoft revenues I'm coming out with it at the end of January Frank sure you fucking want some email me yeah …”View more
Ridealong summary
The hype around AI often oversells its capabilities, reducing complex medical applications to mere buzzwords. Companies like Microsoft are rebranding products under flashy names like 'Copilot,' but users are frustrated by intrusive features that complicate rather than simplify their experience. This segment reveals how consumer technology is becoming increasingly annoying, leaving users feeling disregarded and manipulated.
Better Offline·CES 2026: Part One (Monday)·Jan 06, 2026
“… by me. Like, I just said, what do you think about these types of structures? And, you know, you can go back to the very first deal, which was Microsoft and OpenAI, and there were credits involved. So you get equity for credits and then those credits are used you know to run workloads on Azure That is cashless revenue for Microsoft Like just think about it There zero cash flow whatsoever and they booking revenue That's just, at the very least, it's very low quality revenue. And I don't know why the auditors didn't get in front of it. I suspect when and if there is a reset, they're all of a …”“… deals without naming a company or industry. I just explain the structure of them to ChatGPT. And I would encourage anyone to go do this. Like, it's an exercise anyone could do. And it immediately started talking about WorldCom and Enron, like, unprompted by me. Like, I just said, what do you think about these types of structures? And, you know, you can go back to the very first deal, which was Microsoft and OpenAI, and there were credits involved. So you get equity for credits and then those credits are used you know to run workloads on Azure That is cashless revenue for Microsoft Like just think about it There zero cash flow whatsoever and they booking revenue That's just, at the very least, it's very low quality revenue. And I don't know why the auditors didn't get in front of it. I suspect when and if there is a reset, they're all of a sudden become awakened, and they'll change the rules, and it won't be allowed in the future. but it's bad accounting. It shouldn't be happening. And it's unfortunately happening across the spectrum. All of the major players are doing it. And you ask, what do they say? I mean, people have asked them. They say, well, it's not material. And I say, well, …”View more
Ridealong summary
Bill Gurley warns that the revenue models in AI, particularly those involving circular deals, could lead to a market correction. He argues that while AI is real and valuable, the rush to profit can create unsustainable practices that mimic past financial scandals. This normalization of questionable accounting could ultimately hurt major players like NVIDIA, as it raises concerns about trust and transparency in the tech industry.
Prof G Markets·The AI Divide: Who Wins and Who Gets Replaced — ft. Bill Gurley·Mar 27, 2026
“now we can see why, among probably a bunch of other reasons. Microsoft this morning launched Copilot Cowork, integrating Anthropic's clawed cowork tech into Microsoft 365 Copilot and using WorkIQ to ground its actions in work data. Quoting VentureBeat, if you thought Anthropic was about to run away with the enterprise AI business, you're not totally off the mark, actually. This morning, Microsoft announced Copilot Cowork, a new cloud-based AI agentic automation tool within Microsoft's existing AI tool 365 Copilot, …”“now we can see why, among probably a bunch of other reasons. Microsoft this morning launched Copilot Cowork, integrating Anthropic's clawed cowork tech into Microsoft 365 Copilot and using WorkIQ to ground its actions in work data. Quoting VentureBeat, if you thought Anthropic was about to run away with the enterprise AI business, you're not totally off the mark, actually. This morning, Microsoft announced Copilot Cowork, a new cloud-based AI agentic automation tool within Microsoft's existing AI tool 365 Copilot, except now it can complete work on users' behalf across many Microsoft apps instead of contained within each one. If it sounds suspiciously similar to Anthropic's own Claude Cowork applications for Mac and Windows, released in January and February of this year respectively, that's to be expected as Microsoft and Anthropic work together on this new …”View more
Ridealong summary
Microsoft's new Copilot Cowork revolutionizes workplace automation by integrating Anthropic's technology into Microsoft 365, enabling AI to execute multi-step tasks across various applications. Unlike its predecessor, this cloud-based tool taps into comprehensive enterprise data, making it ideal for organizations deeply embedded in the Microsoft ecosystem. This shift from a simple assistant to an execution layer marks a significant leap in how AI can enhance productivity in large enterprises.
“… is partnering with Anthropic to develop AI services for telecom with plans to expand to finance, manufacturing, and software development. And Microsoft says it is on pace to invest $50 billion by 2030 to help expand AI across the global south, after unveiling $17.5 billion worth of AI investments in India in 2025. But it's not just big U.S. money trying to make AI catch fire in India, quoting Reuters. Adani Enterprises said on Tuesday that it will invest $100 billion to build renewable-powered AI-ready data centers by 2035, positioning India as a contender in the global AI race. AI-ready data …”“… fund AI startups. More than 4,000 Indian AI startups have joined its global startup program. Top VC firms in India like Khosla and Acel are set to commit investments from $300 million to $500 million each into India's AI ecosystem. Indian IT giant Infosys is partnering with Anthropic to develop AI services for telecom with plans to expand to finance, manufacturing, and software development. And Microsoft says it is on pace to invest $50 billion by 2030 to help expand AI across the global south, after unveiling $17.5 billion worth of AI investments in India in 2025. But it's not just big U.S. money trying to make AI catch fire in India, quoting Reuters. Adani Enterprises said on Tuesday that it will invest $100 billion to build renewable-powered AI-ready data centers by 2035, positioning India as a contender in the global AI race. AI-ready data centers would be a critical nerve center of the AI-driven environment, and it's natural that large groups with deep pockets will get future-ready by setting up such data centers, said Ambarish Baliga, an independent market analyst. Top firms including Reliance and Adani Group are moving quickly to capture the vast opportunities as businesses align …”View more
Ridealong summary
The podcast segment highlights NVIDIA's strategic partnerships in the AI sector, emphasizing the broader implications of its collaboration with Meta, while also discussing the competitive landscape in India, which could impact NVIDIA's dominance.
“… So getting back to it, the economic target of this project is explicitly stated in its name. MacroHeart. Right. MacroHeart is a direct reference to Microsoft, reflecting the goal of automating clerical work, accounting, human resources, and coding. Because Microsoft's core business relies on selling productivity tools for human workers to use. Exactly. And Macrohard aims to replace the workers entirely. The cost structures really explain why this specifically targets traditional enterprise software. A digital optimist unit could theoretically be hired for a fraction of the cost of a traditional …”“… get paid weekly via PayPal, Venmo, or bank transfer. They pay per recorded or annotated hour. plus bonus challenges for hitting weekly goals. And if you sign up through our link, you get priority processing and a $15 bonus. Links in the show notes. So getting back to it, the economic target of this project is explicitly stated in its name. MacroHeart. Right. MacroHeart is a direct reference to Microsoft, reflecting the goal of automating clerical work, accounting, human resources, and coding. Because Microsoft's core business relies on selling productivity tools for human workers to use. Exactly. And Macrohard aims to replace the workers entirely. The cost structures really explain why this specifically targets traditional enterprise software. A digital optimist unit could theoretically be hired for a fraction of the cost of a traditional employee. Oh, absolutely. We are talking around $500 to $1,000 a month compared to a massive white-collar salary and benefits package. Right. When a corporation hires you for administration, they are paying for your salary, your health insurance, your payroll taxes, and the physical office space you occupy. Paying a flat monthly fee for an autonomous …”View more
Ridealong summary
Elon Musk's Macrohard project aims to automate clerical jobs for a fraction of the cost of traditional employees, potentially transforming corporate economics. By utilizing Tesla's supercharger network as decentralized data centers, businesses can drastically cut costs while eliminating the need for large human teams. This shift not only boosts profit margins but also threatens the revenue models of traditional software vendors.
Elon Musk Podcast·Elon Musk's Company replaces workers with AI·Mar 17, 2026
“… 15th. So 10 days later. By December 10th, he'd worked his very last shift. And would you know the very next day December 11th he created a new Microsoft Outlook account under the name of Loot Now can I just say can I just say that is a cool name for your vehicle. That's such a great handle.”“… with a plan in the first place. You see different breeds of insider threats. Sometimes that's the plan, I guess. I suppose so. And anyway, on December the 5th of that year, the company told his recruitment agency that his last day would be December 15th. So 10 days later. By December 10th, he'd worked his very last shift. And would you know the very next day December 11th he created a new Microsoft Outlook account under the name of Loot Now can I just say can I just say that is a cool name for your vehicle. That's such a great handle.”View more
Ridealong summary
Cameron Curry, a 27-year-old data analyst, launched an outrageous extortion plot against his tech firm by stealing sensitive payroll data and demanding $2.5 million in Bitcoin. Surprisingly, he began his theft just days after starting his contract, showcasing a premeditated insider threat that escalated dramatically. This case reveals the extreme lengths some disgruntled employees will go to when feeling undervalued.
Smashing Security·Never knock on the door of a nuclear submarine base and ask for a selfie·Mar 26, 2026
“… way more than me but mostly it's just people trying to get me to buy new windows so you could delete all that It'd probably be fine. Like Windows, Microsoft Windows or Windows in your house? There is a window company that has somehow, they changed their email and they've sent me so many emails. I can't block them that what they've essentially done is made me never, ever, I will never, ever buy windows from them. And I will say they're the worst company in the universe just because they will not stop hounding me. What brand is this? Renewal by Anderson. Yeah, that's. Yep. I get those all the time. …”“… she had to physically run to her mac mini uh to unplug it she's like yeah i eventually apologize all these stories are so dramatic but in real life they're probably pretty benign yeah yeah how much information is really in your inbox for her probably way more than me but mostly it's just people trying to get me to buy new windows so you could delete all that It'd probably be fine. Like Windows, Microsoft Windows or Windows in your house? There is a window company that has somehow, they changed their email and they've sent me so many emails. I can't block them that what they've essentially done is made me never, ever, I will never, ever buy windows from them. And I will say they're the worst company in the universe just because they will not stop hounding me. What brand is this? Renewal by Anderson. Yeah, that's. Yep. I get those all the time. Like how often do we need new windows? And windows are expensive, right? So this isn't some decision I'm going to make because you bombed me. They only need one.”View more
Ridealong summary
Flavor Flav has extended a public invitation to the USA Women's Olympic Hockey Team for a celebration in Las Vegas after they declined a White House invitation. This comes amid controversy surrounding the men's and women's hockey teams, highlighting the disparity in recognition and celebration for women's sports. The segment humorously explores the potential festivities and Flav's quirky personality, making it a lighthearted take on a serious issue.
Rob Has a Podcast | Survivor, The Traitors & Reality TV - RHAP·McDonald’s CEO Burger Tasting is News AF – March 3, 2026·Mar 04, 2026
“… with AWS to sell its AI services to government agencies for classified as well as unclassified work This is their opportunity to get in the door Microsoft is now threatening to sue them saying no you ours open you can do a deal with aws you ours traditionally anthropic has owned aws right and that's that was a big advantage for anthropic um but but open ai has really jumped in the breach but uh mike speaking of breach microsoft says that's a breach of our contract and they are threatening to sue so trouble that's a trouble in paradise thing they were friends well i mean come on that's been going …”“OpenAI has signed a deal with AWS to sell its AI services to government agencies for classified as well as unclassified work This is their opportunity to get in the door Microsoft is now threatening to sue them saying no you ours open you can do a deal with aws you ours traditionally anthropic has owned aws right and that's that was a big advantage for anthropic um but but open ai has really jumped in the breach but uh mike speaking of breach microsoft says that's a breach of our contract and they are threatening to sue so trouble that's a trouble in paradise thing they were friends well i mean come on that's been going on for more than a decade yeah that kind of a break microsoft and aws it's kind oh yeah but i was talking about open ai and microsoft right microsoft gave them 10 billion dollars uh microsoft also gave apple the money that saved them. Yeah, 150 million. They're very good at that. Maxwell Zeff writing in Wired, Inside Open AI's race to catch up to …”View more
Ridealong summary
OpenAI's new partnership with AWS to provide AI services to government agencies has ignited tensions with Microsoft, which claims this move breaches their existing contract. This conflict highlights the competitive landscape of AI companies, as OpenAI seeks to capitalize on enterprise computing opportunities while navigating internal controversies and external pressures.
Intelligent Machines (Audio)·IM 862: Ménage à Claude - AI, Human Agency, and Economic Value·Mar 18, 2026
“… a good post. I linked to it, um, from six colors. Steven Snofsky did an X, basically a blog post on X because you can do that now Yeah And he was at Microsoft for a long time And he made a point that I think is it is a thing that I observed too It a really good point about the difference between Apple and Microsoft right Which is it not like Microsoft cover yours Christina It not like I know it not like Microsoft didn see a lot of stuff coming It's that the value promise and the business that Microsoft has built is about backward compatibility and stability and all sorts of things like that. And …”“… so I can have it embedded in my, you know, arm 64 Mac app. Like the, these are the things that I, that I have more concerns with rather than like the, the, the, the apps and, and even the games. I will say, um, this is one of those areas. There was a good post. I linked to it, um, from six colors. Steven Snofsky did an X, basically a blog post on X because you can do that now Yeah And he was at Microsoft for a long time And he made a point that I think is it is a thing that I observed too It a really good point about the difference between Apple and Microsoft right Which is it not like Microsoft cover yours Christina It not like I know it not like Microsoft didn see a lot of stuff coming It's that the value promise and the business that Microsoft has built is about backward compatibility and stability and all sorts of things like that. And every time Microsoft did something interesting that was like different and that got my attention, I like I was there at the D conference when they unveiled the Metro interface on a touch tablet. And I had that moment where I'm like, oh, my God, they got they totally got it. And even in that demo, they walked it back because they're like, oh, but …”View more
Ridealong summary
Apple's willingness to break compatibility is a key factor in its success with Apple Silicon, while Microsoft's focus on backward compatibility is both a strength and a limitation. This difference highlights how Apple is unafraid to disrupt its ecosystem for innovation, whereas Microsoft prioritizes stability for its users. The result? A stark contrast in software strategies that shapes the future of technology.
MacBreak Weekly (Audio)·MBW 1016: An Orca, a Trombone and a Treasure Chest - AirPods Max 2 Pro Unveiled·Mar 17, 2026
“… Joyce said, the company is seeking restraining orders so that it can continue to work with military partners while the legal battles play out. And Microsoft filed a friend of the court brief in support of Anthropik's desires. And there is a big danger in what DOD is doing that could definitely affect other AI companies and other companies as well, and eliminate some of the guardrails and safety precautions that Anthropik wants and that it appears that ChatGBT is getting. And if that's true, Joyce, are they trying to just destroy Anthropic because they had moral values? Is that the point that makes …”“… play ball with you. You're arbitrarily designating us. There is no lawful basis for that designation. And so we're going to sue you and get a court to declare that you acted contrary to law when you designated us as this risk to the supply chain. As Joyce said, the company is seeking restraining orders so that it can continue to work with military partners while the legal battles play out. And Microsoft filed a friend of the court brief in support of Anthropik's desires. And there is a big danger in what DOD is doing that could definitely affect other AI companies and other companies as well, and eliminate some of the guardrails and safety precautions that Anthropik wants and that it appears that ChatGBT is getting. And if that's true, Joyce, are they trying to just destroy Anthropic because they had moral values? Is that the point that makes the Pentagon's actions against Anthropic more illegal? I mean, I think that's a really interesting question. You and Barb have already pointed out that there's not a whole lot of daylight in between Anthropic and Chats' ultimate positions on what the red lines are, right? Anthropic was really willing to play pool with the Department of Defense. In …”View more
Ridealong summary
The Pentagon's actions against Anthropic appear retaliatory, as the company argues it was unjustly labeled a risk after refusing to comply with demands. Despite offering to assist the DOD, the situation raises concerns about the legality of the DOD's decisions and their impact on other AI firms. This case could set a precedent for how the government interacts with U.S.-based tech companies.
#SistersInLaw·286: The Old Cyber Ninjas·Mar 14, 2026
“… after midnight on Wednesday, employees began reporting that their corporate phones and laptops were suddenly wiped or disabled. Devices running Microsoft Windows operating system were no longer functioning, leaving staff locked out of key systems and services. And that's when it quickly became clear that this was not a routine technical issue. The disruption was widespread enough that Stryker instructed employees to disconnect from company networks and avoid turning on corporate devices while engineers worked to determine what had happened. According to the Wall Street Journal, an internal …”“… It's a Michigan-based medical manufacturer that produces everything from joint implants to robotic surgical systems. The company employs approximately 56,000 people, and suddenly, many of them found their work devices had stopped functioning. Shortly after midnight on Wednesday, employees began reporting that their corporate phones and laptops were suddenly wiped or disabled. Devices running Microsoft Windows operating system were no longer functioning, leaving staff locked out of key systems and services. And that's when it quickly became clear that this was not a routine technical issue. The disruption was widespread enough that Stryker instructed employees to disconnect from company networks and avoid turning on corporate devices while engineers worked to determine what had happened. According to the Wall Street Journal, an internal message to employees at the medical technology company warned staff not to click on suspicious links, yes, that's always a good piece of advice, and advised them to remove corporate device management software even from their personal phones. Sources familiar with the breach said internal login screens had been replaced with the logo of a hacking …”View more
Ridealong summary
A major cyberattack on Stryker, a Michigan-based medical technology company, disrupted operations as hackers claimed it was retaliation for U.S. actions in Iran. Employees were locked out of devices, and the hacking group Handala, linked to Iranian state-backed operations, took responsibility, signaling a potential escalation in cyber warfare against American companies. This incident highlights the increasing vulnerability of U.S. businesses in the face of geopolitical conflicts.
The President's Daily Brief·PDB Afternoon Bulletin | March 12th, 2026: Mojtaba Khamenei Issues First Message & Iran Launches Cyberattack on U.S. Company·Mar 12, 2026
“… you harness it? Because with all due respect to open AI, they ain't going to own the end client relationship. They're going to sell an API just like Microsoft sells Microsoft Office to organizations. But they're not going to transform into a consulting firm. That doesn't make sense for them. They're already upstream. They're in their API. Yeah, they're upstream. They can do it for everything. But whoever owns the relationship with the client can start taking the consumer surplus, like what the client's really willing to pay for the two cents if they monetize it right. And that's why we built Arc. …”“I'm like, thank God it's happening. It's done. It's done. The thing that they're charging for that takes time, the creation of words, it's over. Because I know already to assume the exponential in technology. Now, how do you harness it? Because with all due respect to open AI, they ain't going to own the end client relationship. They're going to sell an API just like Microsoft sells Microsoft Office to organizations. But they're not going to transform into a consulting firm. That doesn't make sense for them. They're already upstream. They're in their API. Yeah, they're upstream. They can do it for everything. But whoever owns the relationship with the client can start taking the consumer surplus, like what the client's really willing to pay for the two cents if they monetize it right. And that's why we built Arc. It's from an economic place. It's not like a younger entrepreneur would say, it takes too long to prepare documents. Let's do something that makes more efficient the preparation process of documents, right? Now, I'm like, no, I want to bring the whole system down. I want to build a company that in the future will be one of the big six professional …”View more
Ridealong summary
AI isn't just about efficiency; it's reshaping how we interact with clients. With tools like Arc, professionals can enhance their client relationships and democratize access to services, fundamentally changing the landscape of professional services. This incremental shift is crucial for entrepreneurs navigating the complexities of business today.
Coffeez for Closers with Joe Shalaby·Why AI Will Replace 80% of Professional Work (But Not Humans) | Nimrod Vroman·Jan 09, 2026
“… things can be true at once. Briefly, thinking back to the class that we took together 16 years ago, part of what we looked at was the basics of Microsoft Excel, the basics of different software in a business context as students thought about different paths in the business world. And I think a lot of those same types of views are relevant here to say, what are the core AI literacy skills? What are the core AI skills individuals need to have in all areas of the economy, in a healthcare context, in a manufacturing context, in an accounting context? What does AI literacy and AI skills development …”“… thing going on. And that's almost a complete counter to the focus on soft skills. How do we reconcile that? I don't know what the right answer is on that. I think you're right. And I don't think it necessarily has to be reconciled. I think both of those things can be true at once. Briefly, thinking back to the class that we took together 16 years ago, part of what we looked at was the basics of Microsoft Excel, the basics of different software in a business context as students thought about different paths in the business world. And I think a lot of those same types of views are relevant here to say, what are the core AI literacy skills? What are the core AI skills individuals need to have in all areas of the economy, in a healthcare context, in a manufacturing context, in an accounting context? What does AI literacy and AI skills development look like to make sure that the tools and workflows that are increasingly common in the age of AI, people are very comfortable with? And so in my mind, it is both the soft skills as well as the ability to manage a lot of the AI tools that will increasingly be prevalent across the economy. Yeah, that's a tough answer to everybody listening, because …”View more
Ridealong summary
AI literacy is becoming essential for job opportunities in the evolving economy, according to Taylor Stockton from the U.S. Department of Labor. While soft skills are important, foundational AI skills will be the key to unlocking new productivity and job creation. Balancing both skill sets is crucial for success in the age of AI.
Me, Myself, and AI·Shifting AI From Fear to Optimism: U.S. Department of Labor’s Taylor Stockton·Mar 24, 2026
“… productive. Higher throughput of task, that's great from a pseudo productivity standpoint. shooting out work slop left and right, like a vomiting Microsoft Office monster. From a pseudo productivity standpoint, you're in the mix. Things are being sent. PowerPoints are being received. Email summaries are going out. You're there. People are seeing you. So digital productivity tools feed right into the pseudo productivity narrative. And that's why we embrace them because that's a benefit we get is that it makes us look more productive. But I don't care about looking more productive. I care about …”“… somehow professionally virtuous. This is the mindset that dominates in knowledge work. And in that mindset, the two benefits of digital productivity tools, you can move faster and you can lower the threshold to get something done, makes you more pseudo productive. Higher throughput of task, that's great from a pseudo productivity standpoint. shooting out work slop left and right, like a vomiting Microsoft Office monster. From a pseudo productivity standpoint, you're in the mix. Things are being sent. PowerPoints are being received. Email summaries are going out. You're there. People are seeing you. So digital productivity tools feed right into the pseudo productivity narrative. And that's why we embrace them because that's a benefit we get is that it makes us look more productive. But I don't care about looking more productive. I care about actually being more productive in the old-fashioned economic sense of how much actual value are you creating for the bottom line. As we just covered, with most digital productivity tools, if you don't use them carefully, that number goes down. Higher throughput of tasks makes you seem busier. Less important stuff gets done. Lower cognitive engagement …”View more
Ridealong summary
Embracing digital productivity tools often leads to pseudo productivity, where visible busyness is mistaken for actual productivity. This phenomenon stems from the challenges of measuring productivity in knowledge work, resulting in a focus on output rather than value creation. To truly enhance productivity, we must shift from this misguided mindset and recognize the traps of these technologies.
Deep Questions with Cal Newport·Ep. 397: Why Do “Productivity Technologies” Make My Job Worse?·Mar 23, 2026
“Trump, so that's why he's walking that back. Meanwhile, Microsoft says it will keep Anthropic's AI tools embedded in its client products after its lawyers concluded the DoD's designation is only for defense projects, quoting CNBC. Microsoft is the first major company to say it will keep working with Anthropic after the Pentagon's actions. Some defense technology companies have told employees to stop using Anthropic's cloud models and migrate to alternatives. Our lawyers have studied the designation and have …”“Trump, so that's why he's walking that back. Meanwhile, Microsoft says it will keep Anthropic's AI tools embedded in its client products after its lawyers concluded the DoD's designation is only for defense projects, quoting CNBC. Microsoft is the first major company to say it will keep working with Anthropic after the Pentagon's actions. Some defense technology companies have told employees to stop using Anthropic's cloud models and migrate to alternatives. Our lawyers have studied the designation and have concluded that Anthropic products, including Claude, can remain available to our customers other than the Department of War through platforms such as M365 GitHub and Microsoft AI Foundry and that we can continue to work with Anthropic on non projects a Microsoft spokesperson told CNBC in an email Microsoft supplies its technology to a variety of U …”View more
Ridealong summary
Microsoft defies Pentagon restrictions by continuing to integrate Anthropic's AI tools in its products, ensuring they remain available for non-defense clients. This decision comes as many defense tech firms halt use of Anthropic's models, highlighting Microsoft's commitment to innovation and collaboration in AI development. OpenAI's recent launch of GPT-5.4 adds another layer to the competitive landscape, making this a pivotal moment in AI technology.
Tech Brew Ride Home·Silicon Valley Circling The Wagons Around Anthropic?·Mar 06, 2026
“… I'm, I'm iterating Chris. It literally just showed our calendar coming soon. It just showed up on my screen. I hadn't seen it before. Wow. Yeah. Microsoft Teams. I mean, everyone's talking about it. It's, it's one of the most hyped apps of all time. Um, all right. Any final thoughts? Uh, that was a huge cock. Wait, I bleeped the wrong bit, but anyway, you get the idea. Sorry. Sorry. Um, Um, yeah, I think, uh, you're just brain dead now. The AI does what you're thinking. It's true. I just want to delegate more tasks. I want to get the release out to everybody else can do this Yeah So our goal just …”“Did you add a sidebar with a calendar and calls and activity? Yeah. Yeah. I'm, I'm, I'm iterating Chris. It literally just showed our calendar coming soon. It just showed up on my screen. I hadn't seen it before. Wow. Yeah. Microsoft Teams. I mean, everyone's talking about it. It's, it's one of the most hyped apps of all time. Um, all right. Any final thoughts? Uh, that was a huge cock. Wait, I bleeped the wrong bit, but anyway, you get the idea. Sorry. Sorry. Um, Um, yeah, I think, uh, you're just brain dead now. The AI does what you're thinking. It's true. I just want to delegate more tasks. I want to get the release out to everybody else can do this Yeah So our goal just to put it publicly out there is not next thursday but the thursday after australia time so you get a podcast hopefully and you get the uh the new release yeah and i wanted to come up with a creative punishment for us if we don't hit the deadline you suggested shaving heads i don't want to do that i don't want to do that i'm struggling to keep the …”View more
Ridealong summary
Microsoft Teams is under pressure to release new features after months of development, with a deadline looming in just over a week. The team is focused on delivering a polished product, avoiding the pitfalls of rushed releases from their early days. They even invite listeners to suggest creative punishments if they miss their self-imposed deadline, adding a humorous twist to the serious business of software development.
This Day in AI Podcast·We Built Microsoft Teams in 23 Minutes (And You Can Use It) & GPT 5.4 Impressions - EP99.37·Mar 06, 2026
“… in some scenarios, it's like super critical, really complex. And in other ways, it's just a product. It's just a service like an Excel sheet, like Microsoft Windows installation, like a car.”“… products. And I was trying to zoom out and think about, like, AI is so complicated because it could be super intelligence, could be autocomplete, could be coding help, could be knowledge retrieval. There's a lot of different things that AI means. And in some scenarios, it's like super critical, really complex. And in other ways, it's just a product. It's just a service like an Excel sheet, like Microsoft Windows installation, like a car.”View more
Ridealong summary
The debate on how private companies like Anthropic should interact with the government is heating up, with opinions divided on whether the government is overstepping its bounds. As AI technology evolves, the implications of this relationship could be monumental, yet for some companies, it may just be a minor obstacle. This discussion reflects the broader complexities of AI's role in society and the responsibilities of tech firms.
“… And I know that when the original run of the Macintosh Daily Journal was a thing, which was distributed in Ctext, Matt Detheridge, I know he used Microsoft Word and had scripts that output to, I think he used Word, I forget, but I know it was a real gooey, whizzy wig word processor that output Ctext. So that's the difference, was that Ctext was so fussy that you wouldn't want to actually write in it, whereas Markdown is like both a writing and reading format, and that's the big difference. But huge influence, and it was that reading experience that really informed it more than any specific nature. …”“… to the reader while providing some structure for an app like EasyText to read. What did you use to produce the Ctext? What was the- Nysus. Yeah, so you guys wrote in Nysus and then had scripts or in Nysus's lingo, macros. Yeah. Macros to emit Ctext. And I know that when the original run of the Macintosh Daily Journal was a thing, which was distributed in Ctext, Matt Detheridge, I know he used Microsoft Word and had scripts that output to, I think he used Word, I forget, but I know it was a real gooey, whizzy wig word processor that output Ctext. So that's the difference, was that Ctext was so fussy that you wouldn't want to actually write in it, whereas Markdown is like both a writing and reading format, and that's the big difference. But huge influence, and it was that reading experience that really informed it more than any specific nature. But anyway. Yeah.”View more
Ridealong summary
Markdown's human-readable format has unexpectedly become the preferred input for AI coding agents, thanks to its simplicity and structure. This evolution traces back to Ctext, a fussy format that prioritized display over ease of writing, which influenced Markdown's design. The journey from Ctext to Markdown showcases how user-friendly formats can thrive in the tech landscape.
The Talk Show With John Gruber·441: ‘Serious Opinionators’, With Adam Engst·Feb 25, 2026
“… I wanted to transition to a little bit of a spicy thing where you were on TVPN and their title that they chose for you was Douglas Laughlin thinks Microsoft is out of AI. And, ooh, did you not see this? Okay, so I wouldn't say out of AI. No, I did. Okay, so I didn't watch it. I never really watch these things. Okay, so how I think about it is. But like, you said things like Microsoft is scaling back investment. Yeah, so it was the previous conversation I was talking about. Yes. How Microsoft has the most to lose. They have the most to lose of everyone in the entire world. Because they're the …”“Yeah, yeah. Sorry, I interrupted you in the middle. No, no, no, I remember what I was talking about, right? That's okay. It's just fun time. It's a fun time to be, you know, things are happening. Okay, I wanted to transition to a little bit of a spicy thing where you were on TVPN and their title that they chose for you was Douglas Laughlin thinks Microsoft is out of AI. And, ooh, did you not see this? Okay, so I wouldn't say out of AI. No, I did. Okay, so I didn't watch it. I never really watch these things. Okay, so how I think about it is. But like, you said things like Microsoft is scaling back investment. Yeah, so it was the previous conversation I was talking about. Yes. How Microsoft has the most to lose. They have the most to lose of everyone in the entire world. Because they're the software company. The horizontal software company. If they're dead, they're fucked. Yeah, exactly. It's the horizontal software company that humans use their software to do information work, okay? No, like I cannot paint a bigger target, okay? I cannot paint a bigger target. And Microsoft. Salesforce. Yeah, okay, that's another two. Microsoft is …”View more
Ridealong summary
Microsoft is facing a critical crossroads in its AI strategy, risking its position as a leader in the software industry. With the rise of competitors and the looming threat of OpenAI's advancements, the company must decide whether to invest heavily in innovation or maintain its current cash flow, a dilemma that could define its future. This tension highlights the stakes involved for Microsoft, as it navigates the complexities of balancing shareholder value against the transformative potential of AI.
Latent Space: The AI Engineer Podcast·Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis·Feb 24, 2026
“… 2025 is the newest major entrant. It is open-source, supporting Python, TypeScript, Go, and Java. It is optimized for Gemini but model-agnostic. Microsoft is transitioning from Autogen, which is now in maintenance mode, to the Microsoft Agent Framework, merging Autogen's multi-agent orchestration with Symantec Kernel's enterprise features. They are targeting general availability in Q1 2026 with deep Azure integration and enterprise compliance. When should you choose this bucket? When you're building a product with agentic capabilities, you need precise control over agent behavior, tool selection, …”“… passes it to a writer agent. It is the most intuitive framework for multi-agent systems and claims 5.76 times faster execution than LangGraph on certain benchmarks. 60% of the Fortune 500 are customers. Google ADK, or Agent Development Kit, from April 2025 is the newest major entrant. It is open-source, supporting Python, TypeScript, Go, and Java. It is optimized for Gemini but model-agnostic. Microsoft is transitioning from Autogen, which is now in maintenance mode, to the Microsoft Agent Framework, merging Autogen's multi-agent orchestration with Symantec Kernel's enterprise features. They are targeting general availability in Q1 2026 with deep Azure integration and enterprise compliance. When should you choose this bucket? When you're building a product with agentic capabilities, you need precise control over agent behavior, tool selection, error handling, and cost. You have engineering resources”View more
Ridealong summary
Self-correction is the game-changer that distinguishes effective agents from ineffective ones. For example, Clawed Code's ability to learn from failures led it to outperform GPT 4.0 significantly, demonstrating that architecture and reflexive learning are crucial. Understanding the agent spectrum and the five buckets of agentic tools can transform how we build autonomous systems.
Machine Learning Guide·MLA 028 AI Agents·Feb 22, 2026
“… what's interesting about these non-deterministic machines. Usually you get a software update, Gavin, and it's like, yeah, there's a new feature in Microsoft Word, but it doesn't rewrite everything you have into a haiku, right? It doesn't just take steps to do things with it. You have a new tool. With these things, you have to plug into them, and you really have to keep an eye on them because each new model might act slightly different, but it's really good. It's Pelican riding a bicycle isn't as good as Gemini 3.1. We know this. The SVG graphics are a weird benchmark for these things. It's ability …”“… is still through Sonnet. It's only when I need planning or an extra layer of thinking on top that I kick it up to Opus, and Sonnet is, I found it to be a little bit overeager in some regards. It will take steps that I didn't ask it to do, and that's what's interesting about these non-deterministic machines. Usually you get a software update, Gavin, and it's like, yeah, there's a new feature in Microsoft Word, but it doesn't rewrite everything you have into a haiku, right? It doesn't just take steps to do things with it. You have a new tool. With these things, you have to plug into them, and you really have to keep an eye on them because each new model might act slightly different, but it's really good. It's Pelican riding a bicycle isn't as good as Gemini 3.1. We know this. The SVG graphics are a weird benchmark for these things. It's ability to create art using code is actually a really novel test for these things, and so there are SVG results out there for all of the models. Gemini 3.1 so far, the most impressive as of the last three hours. I was gonna say, and also, it's the latest model, so you would think that's the case. Before we move on from our incremental updates, we should …”View more
Ridealong summary
Google's new Photoshoot feature in the Pompeii app is revolutionizing product photography, allowing brands to create stunning visuals without the hefty price tag. This shift threatens numerous startups that previously specialized in this area, highlighting the fierce competition in the AI market where big companies often overshadow smaller innovators. As the landscape evolves, the survival of independent developers becomes increasingly uncertain.
AI For Humans: Weekly AI News, Tools & Trends·Gemini 3.1 Just Dropped. SuperIntelligence Is Coming. We're Fine.·Feb 20, 2026
“… how you do it every day doesn't define you. I was like the metaphor because it was so obvious before and after imagining being an accountant before Microsoft Excel and after Microsoft Excel. So much of the act of being an accountant was like adding up numbers and things, you know, and now it's like building a model. And it's not like what you did, like the value you provided didn't change, but actually the act of doing it is completely different. Like the skill set is completely different. And so I think it was just like a lot of us are just going to go through that in a very compressed period of …”“… But I think it will largely just really accelerate humanity in a really positive way. And I think that for me and I think for like if you're thinking about how does this impact me is like have a more flexible view of your own identity, like the what how you do it every day doesn't define you. I was like the metaphor because it was so obvious before and after imagining being an accountant before Microsoft Excel and after Microsoft Excel. So much of the act of being an accountant was like adding up numbers and things, you know, and now it's like building a model. And it's not like what you did, like the value you provided didn't change, but actually the act of doing it is completely different. Like the skill set is completely different. And so I think it was just like a lot of us are just going to go through that in a very compressed period of time. And it's OK. It's just a little anxiety ridden. Yeah, makes sense. My last question about AI, there was a shot from Anthropic at OpenAI around the Super Bowl commercial about the ads, which is they were good ads, they were funny. But then I think sparked like a debate around sort of like the whole topic of like what is the role of these …”View more
Ridealong summary
AI's role in advertising could enhance humanity, but it raises questions about safety and business models. As technology evolves, our identity and work will transform, much like accounting did with Excel. The challenge lies in ensuring AI benefits society while navigating the complexities of monetization.
