Episode 598: Protect the Tortillas at All Costs

This week, we discuss AI agents as pets, the HEB test for Jensen, and Anthropic's S-1. Plus, a tactical pencil for taking notes and defending yourself.

Watch the YouTube Live Recording of Episode 598

Runner-up Titles

• I'm always recording.
  
• Ralph the Security Guy.
  
• We're building the machine to build the machine that builds the software.
  
• This pencil is completely unnecessary.
  
• I knew it was some Randy.
  
• If it's good, I gotta get off this ranch and start getting some pets.
  
• I'm creating the machine to create the machine to create the software.
  
• If you become super successful and massively rich, it just breaks you.
  
• Even if you think you're not going crazy, you're going crazy.
  
• Where do you think that shit runs?
  
• Welcome back to civilization.
  
• Imagine they're the manager of an HEB and ask, would this work?
  
• We've got to protect the tortillas at all costs.
  
• You should have to file your own expenses and book your own travel.
  
• If your company has an executive onboarding process, you're on the path to bad.
  
• As long as the revenue comes in, none of this matters.
  
• Everyone's talking about it, therefore it can't exist.
  
• We want more tokens. We want cheaper tokens.
  
• Here's a secret about the ROI of enterprise software: no one knows.
  
• Unlimited needs an asterisk.
  
• One of the core functions of bureaucracy is to de-weirdo your organization.
  
• We haven't mentioned Kubernetes this whole time. It's now boring. Victory.
  
• No one would ever ask for this, but everyone needs one.
  
• I'm prepared to take notes and defend myself.

Rundown

• The Jensen Affair
  
  • Nvidia Chief Seen as Target of Chinese Spy Plot
    
  • Nvidia CEO Jensen Huang admits affair, board to launch investigation
    
  • Nvidia CEO Jensen Huang faces bipartisan congressional scrutiny
    
  • Nvidia board opens inquiry into reports CEO Jensen Huang
    
  • Nvidia CEO Jensen Huang starring in possible remake of The Spy Who Shagged Me
    
  • Jensen's Bizarre Adventure
    
• Anthropic Goes Public
  
  • Anthropic reports \$17 billion in Q3 revenue, purchase commitments of \$895.4 billion
    
  • Anthropic's amended S-1: \$17B in Q3 revenue, and \$895B in compute commitments
    
  • Clouded Judgement 10.30.26 - Dispelling the Myths of the Anthropic S-1
    
  • Anthropic sets modest \$1 trillion IPO valuation target in test of Wall Street's AI fervor
    
  • Anthropic secures \$3.4B gas-generator deal for its data centers, FT reports
    
  • METR: Anthropic's AI R&D is now accelerating roughly 2x, driven largely by AI itself
    
  • Anthropic ships Claude Fable 5.2 and Mythos 5.2, days before its IPO roadshow
    
• AI Capex Cracks
  
  • Amazon misses on earnings and holds capex steady, adding to AI spending jitters
    
  • Alphabet tanks nearly 13% for worst day ever, losing \$500 billion in value
    
  • Intel stock plunges 16% as chipmaker blames PC slowdown for weak guidance
    
  • Enterprise software stocks collapse as sector trudges through red Thursday
    
  • Cracks are emerging in the AI spending boom | TechCrunch
    
  • OpenAI Raises Less Than Half of \$30 Billion Target in Latest Round
    
  • Microsoft is renting less AI capacity
    
  • Microsoft will not expand Texas data center deal with UK's Nscale, source says
    
  • Who Gets Hit in the Great Data Center Slowdown?
    
  • NextDC pauses uncontracted projects after Australian data centre woes
    
  • Oracle Scraps \$7B AI Chip Leasing Deal with Tencent Amid U.S. Pressure
    
  • Major Memory Vendor: We're Basically Sold Out Through 2029
    
  • OpenAI CEO says it's 'quite terrible' for your PC to have RAM
    
  • Price rises for some 16GB Raspberry Pi products - Raspberry Pi
    
  • Fujifilm to boost tape production 5x as AI fuels archiving demand
    
  • Gartner Forecasts Worldwide AI-Optimized IaaS Spending to Grow 96% in 2026
    
• Cisco
  
  • Cisco gives 27-year-old engineer unlimited AI tokens to rewrite 98% of the company's legacy 
    
  • AI & Cloud News - End of October 2026

Relevant to your Interests

• After 20+ years, the engineering team behind Bitnami has been laid off.
  
• code in 24 months — president plucks former startup founder, telling him to 'go nuts'
  
• Palo Alto Networks in talks to buy AI agent security startup Clutch for \$500M | TechCrunch
  
• CrowdStrike to reportedly buy AI security startups for \$495M, launches "kill switch"
  
• Big Tech claims voters’ AI backlash is “anti-Trump” not “anti-tech”
  
• Texas data centers face uncertain future after Hinojosa wins governor's race
  
• ‘An Earthquake’: A Democratic Rout Stuns Texas
  
• After Texas' blue wave, what happens to Elon Musk and SpaceX?
  
• Elon Musk's BTC-holding firm SpaceX plans a \$24 billion supercomputer
  
• Trump says AI risks can be managed, signals openness to guardrails
  
• Australia to mandate AI incident reporting and create a frontier AI safety regulator
  
• Google will let schools turn off AI, but they may also lose Search
  
• Apple 10-K warns AI agents may act without authorization
  
• OpenAI's AI agents found 948 ways to gain root access to Linux
  
• OpenAI launches GPT-6 Cyber, rated "Critical" for cybersecurity
  
• OpenAI employees warned about operational security lapses for years, sources say
  
• Microsoft: Cambodia-based Storm-3358 is using ARTEX AI agents against financial firms
  
• Fireworks AI breach reaches Notion AI chat transcripts
  
• Chainalysis Breach Exposes All Users' Credentials, Forces Shutdown of Key Services
  
• Binance says security incident may involve compromised DevOps laptop
  
• Trusted by Default: Qubole Cross-Account Access Abused in the Wild
  
• 2026: The State of Enterprise AI
  
• West Monroe survey: 74% of enterprises now commit over 10% of IT budgets to AI
  
• TCS Enterprise AI Study: security and governance now the top deployment priority
  
• Kyndryl Readiness Report: AI returns rise as enterprise readiness falls
  
• Finance firms lean into multiagent systems, model routing
  
• Almost no one uses AI agents to book their Uber
  
• Apple reportedly cutting internal AI usage budgets
  
• Apple could turn Siri AI into an autonomous agent in 2027
  
• ChatGPT is at 20% of Google search volume
  
• Anthropic launches Personal Finance in Claude
  
• Cognizant deploys 25,000 professionals in new OpenAI Frontier Capability Group
  
• Build Faster, Work Smarter with AI Agents and Apps Grounded in Data
  
• Meta acquires AI coding startup Conductor as OpenAI buys Pierre
  
• Meta ships Muse Ember, its smallest and cheapest model for agent work
  
• Tencent releases full Hy4 with vision and computer use
  
• DeepSeek's Harness agent tool hits 1.54M daily users
  
• Introducing TPU 8tx and TPU 8i Max
  
• Qualcomm Sets \$650M+ Data Center Start for FY27 as Handsets Fall 26%
  
• Daily Update - November 5th, 2026
  
• Google Announces Digital Infrastructure Expansion, Local Jobs, Water Replenishment, and Clean Energy Initiatives with US\$15 Billion Malaysia Investment
  
• Setting a new standard for responsible AI infrastructure
  
• Dropbox acquires Tigris Data for \$350M to bolster its AI infrastructure
  
• Broadcom expands VMware Cloud Foundation with AI, security, and recovery capabilities
  
• Broadcom denied names of cloud providers backing VMware merger challenge
  
• Bull and Schwarz Digits: a Franco-German alliance for Europe's digital sovereignty
  
• Google expands buyouts while Wiz acquisition helps lift headcount to record levels
  
• Web host Squarespace lays off 19% of its employees | TechCrunch
  
• OccupySaaS — They laid us off. We're rebuilding their SaaS.
  
• Getting a job at Bending Spoons comes with no bonus, no fancy title, and a warning | Fortune
  
• DoorDash to acquire Instacart for \$17 billion - Overview
  
• McDonald’s aims for nationwide drive-thru AI in 2027
  
• Libghostty 1.0 – Mitchell Hashimoto
  
• Crafting Apps: open-source creative tools

Nonsense

• Anheuser-Busch CEO leaving to take CEO job at high-end gym chain Equinox
  
• Tesla Is Ending Production of Its Cybertruck and Refocusing on the Cybercab
  
• A 31,000-Mile Walk Ends in England, at Mom’s House
  
• Italian chef fired from Queensland restaurant after refusing to put pineapple on pizza
  
• Time is running out to get Sony's final 4K Blu-ray player

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