OpenAI's financials leaked. Elon bought Cursor. Microsoft had to call Amazon for help. Standard week.

Jon and Salman dig into four stories that all point to the same thing: the AI industry is moving so fast that even the biggest companies in the world can't keep up with it.

Is the AI bubble about to burst? Jon and Salman go full data mode.

No news roundup this week. Instead, Jon and Salman ask the question everyone's dancing around: is AI genuinely transforming business?

They dig into the numbers, and what they find is... not great. The Federal Reserve has now officially flagged AI as a top systemic economic risk.

This week Jon and Salman cover Anthropic calling for AI regulation while simultaneously IPO-ing for $1 trillion, Meta's AI support chatbot handing over Instagram accounts to complete strangers, whether Meta is about to become the fourth major cloud provider, and a chip that transmits data using light instead of electricity. Plus graduation students booing every mention of AI, and someone who named their Bluetooth device "bomb" on a flight to Majorca and turned the whole plane around.

This week Jon and Salman cover a

* GitHub breach from a single dodgy VS Code extension
* Dutch civil servants accidentally exposed to the US Senate, and
* whether EU cloud sovereignty is even real.

Plus token maxing is officially dead, and somehow a social network for AI bots ended up creating its own religion with 64 prophets and a manifesto calling for the total purge of humanity.

This week on Cloud Unplugged Season 3 Episode 3:
Can Europe build its own cloud for the price of a data centre car park? Is training AI on pirated books the Napster moment for the entire industry? And is 35% of the internet already written by someone who doesn't sleep, eat, or pay taxes?

- EU hands €180M sovereign cloud contract to European companies. AWS, Azure and Google didn't make the cut
- The €180M that has to rival hyperscalers who spend that much on a single data centre (spoiler: it's a statement of intent, not a war chest)
- Bartz v. Anthropic settles for $1.5 billion. The largest copyright settlement in AI history and the rules just got written
- Training on legally bought books: fine. Downloading from LibGen and PiLiMi: very much not fine

Plus: a Stanford study finds 35% of new websites are AI-generated, a wolf escapes a South Korean zoo, someone posts a fake AI image of it in their neighbourhood and the man is now facing jail.

Hosted by Jon and Salman, two industry veterans covering the real stories behind the hype in Cloud, Data and AI.

Chapters
00:00 Intro & episode overview
02:16 EU €180M sovereign cloud contract, US hyperscalers shut out
12:37 Bartz v. Anthropic, $1.5B AI copyright settlement
21:42 Salman's random: 35% of new websites are AI-generated
26:02 Jon's random: AI wolf image shuts down South Korean schools
27:44 Wrap up

This week on Cloud Unplugged Season 3 Episode 3:
Can Europe build its own cloud for the price of a data centre car park? Is training AI on pirated books the Napster moment for the entire industry? And is 35% of the internet already written by someone who doesn't sleep, eat, or pay taxes?

- EU hands €180M sovereign cloud contract to European companies. AWS, Azure and Google didn't make the cut
- The €180M that has to rival hyperscalers who spend that much on a single data centre (spoiler: it's a statement of intent, not a war chest)
- Bartz v. Anthropic settles for $1.5 billion. The largest copyright settlement in AI history and the rules just got written
- Training on legally bought books: fine. Downloading from LibGen and PiLiMi: very much not fine

Plus: a Stanford study finds 35% of new websites are AI-generated, a wolf escapes a South Korean zoo, someone posts a fake AI image of it in their neighbourhood and the man is now facing jail.

Hosted by Jon and Salman, two industry veterans covering the real stories behind the hype in Cloud, Data and AI.

This week on Cloud Unplugged: Is GitHub turning developers into addicts? Can Amazon really dethrone NVIDIA? Did an AI agent actually nuke a production database in nine seconds, or is someone covering their tracks? And what happens when an AI agent gets dumped and writes a smear campaign about it?

• GitHub Copilot ditches flat-rate pricing for mystery "credits" the free toothbrush era is over
• Amazon's Tranium 3 chips undercut NVIDIA by 50% but can anyone actually escape CUDA?
• Claude wipes a production database (and the backups) in 9 seconds — AI fail or human cover-up?
• The new "blame it on Claude" engineering rule, confused face optional, but recommended
• An AI agent gets its PR rejected on Matplotlib… and writes a discrimination blog post about the maintainer

Plus: would you trust a ChatGPT-powered robot dog that watches your every move? (Spoiler: it's basically a spy with fur.)

Hosted by Jon and Salman, two industry veterans covering the real stories behind the hype in Cloud, Data and AI.

This week on Cloud Unplugged: Is Anthropics new model, Mythos really that dangerous? How did Vercel get hacked? Did Tim Cook step aside or get pushed out and can AI really run a business?

• Anthropic's Mythos model - genuine security breakthrough or protection money dressed up as innovation?
• Vercel's OAuth nightmare - a supply chain hack hiding in plain sight
• Tim Cook steps aside - what it really means for Apple's next big bet
• A business run entirely by AI with no human staff. Is this the future?

Plus: would you trust an AI with your haircut?

Hosted by Jon and Salman, two industry veterans covering the real stories behind the hype in Cloud, Data and AI.