Episode 596: So Much for the Embargo

This week, we discuss Chainguard breaking the PHP embargo, Anthropic's S-1, and betting AI gets exponentially better. Plus, when do kids age out of trick-or-treating? Watch the YouTube Live Recording of Episode 596 ## Runner-up Titles - That’s not my problem - I’m here for the drama - What is he, Mr. Peanut? - Private equity Halloween - Responsible Disclosure minus Chainguard - The conspiracy theory is actually real - Cursor ride or die - They’re betting \\$80B it’s got legs - I’m long on bureaucracy - Kicked out of the WhatsApp group - Officially on the naughty list - Wheres my bug bounty - Going on vacation send money - The most famous of last words - Very bad at exponential thinking - Nobody codes by hand anymore - Putting it under a mattress - Were not using the same software - Human beings are not needed ## Rundown - PHP2Shell and the Broken Embargo - Today's PHP Security Release, and How We're Strengthening PHP Security - PHP blames Chainguard for putting huge chunks of the web at risk - Dan Lorenc on the PHP embargo and Chainguard shipping fixed builds early - PHP2Shell: AI-discovered flaws put ~70% of websites at risk of takeover - Cognition's open-source Devin plugin patches PHP2Shell, Node.js, GitLab flaws - Linux kernel vulnerabilities accidentally posted to public mailing list - CRA Reporting Obligations Start September 2026: What EOL Dependencies Mean - It's OK not to embargo - Anthropic's S-1 - Anthropic Reveals 14-Fold Increase in Growth Ahead of I.P.O. - Anthropic: Benchmarking the S-1 Data - Anthropic S-1 Analysis: How 7 Key Metrics Stack Up - Anthropic's IPO prospectus could go public as early as today - Anthropic files its S-1 to IPO under ticker ANT - Anthropic's draft IPO prospectus: ~\\$450B in mostly noncancelable cloud deals - OpenAI racing to raise ~\\$30B at \\$1.4T valuation ahead of Anthropic's IPO - Cathedral's AI agents breached Anthropic's business systems in under 12 hours - DeepSeek raises $15Bat~$74B, accelerates Shanghai listing to early 2027 - AI Capex vs. AI Payoff - Meta seeks ~\\$95B for AI buildout; Nvidia, AMD, Broadcom may invest - Meta to raise \\$95B for AI - Meta beats Q3 revenue expectations, announces 2-for-1 stock split - Nasdaq's worst day since June as Meta's \\$825B AI tab rattles investors - Amazon cloud capacity sold out through 2027, CEO Jassy says - The hyperscalers report this week — and the AI spending bill comes due - Bank of America: data center market to top \\$2T by 2028 - Microsoft reveals Azure earnings for the first time - Apollo: No Signs of AI Payoff Outside the Tech Sector - Apollo: AI has delivered "zero financial payoff" outside tech - IBM's Krishna: some AI spending is "completely out of control"; stock falls 7% - Cloudera: 89% of enterprises redesigned AI use cases over rising token costs - "Dark GPUs" at Amazon show the limits of the AI buildout - Bernstein: only ~35% of announced US data center capacity likely to materialize - Nearly 50% of 2026 data center bonds are junk - Wyndham deploys agentic AI across its hotel network - Customers Bank uses AI to close commercial loans in 7 days vs 30-60 - LSEG buys Octus for \\$3.535B to feed Wall Street's AI - Gartner: agents will handle 70% of enterprise voice interactions by 2030 - Microsoft's MAI-DxO diagnoses 83% of complex cases vs 36% for doctors ## Relevant to your Interests - Google Cloud outage takes down Revolut, HSBC, Lloyds in the UK - European regulators query Google over the London cloud outage, first DORA test - Salesforce to buy Braze for \\$5.66B, 58% premium - Salesforce – Part Two - Study: Grok picks Republicans in 92% of races, GPT-6.1 Sol Democrats in 97% - There are stupid questions, just not that kind of stupid - Ex-GitHub CEO launches a GitHub rival that reinvents the pull request - Daytona reaches \\$1B valuation for AI agent cloud infrastructure - Nvidia-backed doubleAI debuts 'code execution' models - OpenAI launches GPT-6.1 Terra at half the price of its siblings - 10x engineer (AI Psychosis) - Microsoft offers voluntary buyouts to 60,000 employees - Microsoft offers buyouts to 60,000 staff, about 27% of its workforce - Barclays to cut 5,000 jobs as AI drives efficiency gains - Automattic begins layoffs following board upheaval and executive departures - China urges agencies to mitigate AI job displacement - Italy bans fully automated AI dismissals ## Conferences - SREDay Amsterdam, Nov 2nd, 2026 - Coté speaking. - DevOps Amsterdam Meetup, Nov 10th, 2026 - Coté speaking. - VMware Explore London, Nov 18-19, 2026, Coté speaking. - Cloud Native Denmark, Nov 19th, 2026, Coté keynoting, Discount Code: CSVFTW - Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. Coté speaking. - cfgmgmtcamp, Ghent, Belgium, February 1-3, 2027 - SCALE 24x Pasadena, CA, April 1-4, 2027 ## SDT News & Community - Join our Slack community - Email the show: [questions@softwaredefinedtalk.com](mailto:questions@softwaredefinedtalk.com) - Free stickers: Email your address to [stickers@softwaredefinedtalk.com](mailto:stickers@softwaredefinedtalk.com) - Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky - Watch us on: Twitch, YouTube, Instagram, TikTok - Book offer: Use code SDT for \\$20 off "Digital WTF" by Coté - Sponsor the show - Sponsor more podcasts with Failover Media ## Recommendations - Brandon:  - Ghostty 1.4.0 - PodEditor Beta - Matt: Steel Beans - Coté: YOTEL Edited and produced with PodEditor, the native Mac podcast editor.