Techstrong Gang

Trump declassifies election intelligence ahead of the midterms, the White House launches its Gold Eagle vulnerability initiative as most breaches still trace back to known flaws, and AI steps up to help humanitarian aid groups survive a post-USAID funding collapse. Full breakdown on today's Techstrong Gang.

CXMT's $10B Shanghai IPO takes on the DRAM oligopoly, TSMC posts a record Q2, the White House expands its AI Ratepayer Pledge as PJM adds $6.3B in power costs, and CMMC Phase II gets suspended right as Iran's SS7 troop-tracking comes to light. Full breakdown on today's Techstrong Gang.

IBM's ~$70B market-cap wipeout after warning AI infrastructure spending is crowding out software budgets. Plus: Starbucks builds its own software instead of renewing Microsoft/IBM contracts, a landmark EU ruling strips Big Tech platforms of algorithmic safe harbor, and FIFA's Connected Ball sparks World Cup controversy. With Alan Shimel, Mike Vizard, Jon Swartz, Mitch Ashley, Fred Wilmot, and Drew...

More than 200 global economists and AI researchers, including 15 Nobel laureates, just signed an open letter warning AI could disrupt the world economy faster than any past technological shift. On today's Techstrong Gang, Alan Shimel, Mike Vizard, Kate Scarcella, Sid Nag, Chris Blask and Ashraf Al Hajj unpack the letter and its high-profile signatories, then turn to new research showing how AI is...

Apple has filed a sweeping lawsuit against OpenAI, alleging a sustained campaign to steal confidential hardware trade secrets as OpenAI expands into consumer devices. On today's Techstrong Gang, Mike Vizard, Alan Shimel, Stephen Foskett, Elizabeth Safran and Yvette Schmitter break down Apple's claims against OpenAI, its hardware unit io Products, and two named former Apple engineers — plus what it...

OpenClaw's new governance Foundation and NVIDIA/LangChain's 10x-cheaper NemoClaw Blueprint headline today's Techstrong Gang. Plus four new software supply chain attacks — Cordyceps, GhostApproval, HalluSquatting and North Korea's PolinRider — and Shandong University's TrojPix air-gap exfiltration technique.

A Windows device ID caught an alleged Scattered Spider hacker despite VPN use. China's NVDB flags a "backdoor" in Anthropic's Claude Code. Ex-GitHub CEO Thomas Dohmke unveils a distributed Git network for AI agents. And Alan Shimel makes the case that AI didn't steal your thinking — you gave it away.

NVIDIA now takes a cut of AI cloud revenue, not just hardware sales. A YouGov survey reveals how deeply AI has embedded into young Americans' personal lives. And Hollywood fights over AI actress Tilly Norwood, Scorsese, and Google's A24 deal. Techstrong Gang breaks it all down.

Apple locks in Broadcom through 2031 for custom AI silicon. IBM posts its best mainframe revenue in 20 years. Techstrong Gang breaks down what's next in the AI infrastructure race.

Europe's top court just delivered Google's final antitrust defeat, while Microsoft and AWS pour billions into forward-deployed AI engineering to win the enterprise deployment race. The conversation also covers AI's first autonomous mission to the Moon.

Alan Shimel and Mike Vizard are joined by Jon Swartz, Barbara Roos and Robert Reeves to discuss America at 250, open platform freedom, the AI intelligence grid and export controls on advanced AI models.

Alan Shimel and Mike Vizard are joined by Andi Mann, Jeff Reich, Chris Blask and Jon Swartz to discuss AI-powered job interviews, rising AI coding costs, AI-generated code in production and why human imagination still matters as AI tools become more capable.

Alan Shimel and Mike Vizard are joined by Kate Scarcella and Chris Blask to discuss open source AI economics, escalating copyright lawsuits against OpenAI and Microsoft, and the PACT protocol for distinguishing trusted AI agents from malicious bots.

Alan Shimel and Mike Vizard are joined by Stephen Foskett and Jon Swartz to discuss Microsoft extending Windows 10 security updates, the White House easing restrictions on Anthropic’s Mythos 5 and the debate over AI-powered crime prediction.

Mike Vizard is joined by Jon Swartz, Jack Poller, Tracy Ragan and Jeff Reich to break down OpenAI and Broadcom’s custom Jalapeño AI chip, Qualcomm’s Modular acquisition, TSMC price pressure, new efforts to defend open source software and key takeaways from PlatformCon.

Explore the evolving landscape of AI in software development and platform engineering. This discussion delves into the impact of AI on developer roles, the shift in platform management, and the influence of external factors on AI's trajectory. Discover how AI is reshaping coding, security, and the future of work, with insights from the Convene Conference Center.

Mike Vizard is joined by Jon Swartz, Teri Robinson, JP Morgenthal, Wicki Wang and Andi Mann to break down the push to accelerate quantum computing, China reclaiming the supercomputing crown with CPU-only LineShine and why open-source AI may be the only path forward for much of the world.

Hosts Alan Shimel and Mike Vizard, joined by Chris Blask, Kate Scarcella and Sid Nag, break down the fight over AI regulation, backlash to Jeff Bezos’ AI infrastructure comments, why engineering needs every great mind it can find and new security warnings around frontier AI models.

Hosts Alan Shimel and Mike Vizard, joined by Stephen Foskett, Jon Swartz and Elizabeth Safran, break down the reported Apple-Intel chip deal, GPS and orbital interference concerns, and how AI is reshaping expectations for entry-level workers.

Hosts Alan Shimel and Mike Vizard, joined by Jon Swartz and Gina Rosenthal, break down OpenAI’s multistate regulatory probe and Florida lawsuit, AWS’s expanding AI push across software supply chain and DevOps workflows, and Anthropic joining Frontier’s $915 million carbon removal initiative.

Alan Shimel, Jon Swartz, Teri Robinson and JP Morgenthal, break down SpaceX’s reported $60 billion move to acquire Cursor, Databricks’ push into AI agents, cost controls and cybersecurity, and Satya Nadella’s warning about AI centralization hollowing out industries.

Hosts Alan Shimel and Mike Vizard, joined by Chris Blask and Kate Scarcella, break down reports of an OpenAI price war with Anthropic, Jensen Huang’s criticism of leaders blaming AI for layoffs and the forecast that cybersecurity spending could reach $521.7 billion by 2031.

Hosts Alan Shimel and Mike Vizard, joined by Jon Swartz, Garima Bajpai and Yvette Schmitter, break down the Anthropic fallout, rising sovereignty fights over AI and cloud infrastructure and SpaceX’s record-setting surge.

Host Mike Vizard is joined by Jeff Reich, Jack Gold, Jon Swartz and Tracy Ragan to break down rising chip costs, the expanding role of AI across DevOps workflows and IBM’s warning that AI agents are raising the governance burden for technology leaders.

Hosts Alan Shimel and Mike Vizard, joined by Jon Swartz and Ira, break down Visa and OpenAI building payment infrastructure for AI agents, a new AI-designed universal vaccine tested in humans and the push for zero-trust security around agentic AI.