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Tomasz Tunguz: Circular Financing: Does Nvidia’s $110B Bet Echo the Telecom Bubble?

Oct 3, 2025

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Source URL: https://www.tomtunguz.com/nvidia_nortel_vendor_financing_comparison/ Source: Tomasz Tunguz Title: Circular Financing: Does Nvidia’s $110B Bet Echo the Telecom Bubble? Feedly Summary: When Nvidia announced a $100 billion investment commitment to OpenAI1 in September 2025 , analysts immediately drew comparisons to the telecom bubble. The concern : is this vendor financing , where a supplier lends money to…

Cloud Blog: The oracles of DeFi: How to build trustworthy data feeds for decentralized applications

Oct 2, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://cloud.google.com/blog/topics/financial-services/blockchain-oracles-dz-bank-solution-defi-enterprise-applications/ Source: Cloud Blog Title: The oracles of DeFi: How to build trustworthy data feeds for decentralized applications Feedly Summary: Distributed ledger technology (DLT) emerged with Bitcoin as a censorship-resistant way to conduct payments between distrusting peers. After a period, traditional financial institutions began to explore the technology, recognizing the potential of its…

The Register: Cybercriminals cash out with casino giant’s employee data

Sep 24, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://www.theregister.com/2025/09/24/boyd_gaming_casino_breach/ Source: The Register Title: Cybercriminals cash out with casino giant’s employee data Feedly Summary: Attackers hit jackpot after targeting Boyd Gaming Hotel and casino operator Boyd Gaming has disclosed a cyberattack to US regulators, warning that hackers may have stolen personal information belonging to employees and other individuals.… AI Summary and Description:…

The Register: Microsoft pens $15B love letter to the UK with 23,000 Nvidia GPUs attached

Sep 17, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://www.theregister.com/2025/09/17/microsoft_uk_ai_cash/ Source: The Register Title: Microsoft pens $15B love letter to the UK with 23,000 Nvidia GPUs attached Feedly Summary: Redmond woos Blighty with cloud and AI infrastructure splurge as Trump comes to town Microsoft appears to have trumped Google’s UK datacenter ambitions with a $15 billion investment in cloud and AI infrastructure…

Cloud Blog: Three-part framework to measure the impact of your AI use case

Sep 11, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://cloud.google.com/blog/topics/cost-management/measure-the-value-and-impact-of-your-ai/ Source: Cloud Blog Title: Three-part framework to measure the impact of your AI use case Feedly Summary: Generative AI is no longer just an experiment. The real challenge now is quantifying its value. For leaders, the path is clear: make AI projects drive business growth, not just incur costs. Today, we’ll share…

Cloud Blog: Cloud CISO Perspectives: How CISOs and boards can help fight cyber-enabled fraud

Aug 28, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://cloud.google.com/blog/products/identity-security/cloud-ciso-perspectives-how-ciso-board-can-fight-cyber-enabled-fraud/ Source: Cloud Blog Title: Cloud CISO Perspectives: How CISOs and boards can help fight cyber-enabled fraud Feedly Summary: Welcome to the second Cloud CISO Perspectives for August 2025. Today, David Stone and Marina Kaganovich, from our Office of the CISO, talk about the serious risk of cyber-enabled fraud — and how CISOs…

Unit 42: Your Connection, Their Cash: Threat Actors Misuse SDKs to Sell Your Bandwidth

Aug 21, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://unit42.paloaltonetworks.com/attackers-sell-your-bandwidth-using-sdks/ Source: Unit 42 Title: Your Connection, Their Cash: Threat Actors Misuse SDKs to Sell Your Bandwidth Feedly Summary: A campaign leverages CVE-2024-36401 to stealthily monetize victims’ bandwidth where legitimate software development kits (SDKs) are deployed for passive income. The post Your Connection, Their Cash: Threat Actors Misuse SDKs to Sell Your Bandwidth…

The Register: Baidu robocabs break even in low-fare China, company expects to cash in elsewhere

Aug 21, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://www.theregister.com/2025/08/21/baidu_q2_2025/ Source: The Register Title: Baidu robocabs break even in low-fare China, company expects to cash in elsewhere Feedly Summary: Web giant reworks AI infra to improve utilization, with mix of chips from home and away Chinese web giant Baidu is already breaking even with robotaxi operations in China and is confident they…

Tomasz Tunguz: Explore vs. Exploit in Agentic Coding

Aug 18, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://www.tomtunguz.com/explore-vs-exploit-in-agentic-coding/ Source: Tomasz Tunguz Title: Explore vs. Exploit in Agentic Coding Feedly Summary: AI coding assistants like Cursor and Replit have rewritten the rules of software distribution almost overnight. But how do companies like these manage margins? Power users looking to manage as many agents as possible may find themselves at odds with…

Krebs on Security: Mobile Phishers Target Brokerage Accounts in ‘Ramp and Dump’ Cashout Scheme

Aug 15, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://krebsonsecurity.com/2025/08/mobile-phishers-target-brokerage-accounts-in-ramp-and-dump-cashout-scheme/ Source: Krebs on Security Title: Mobile Phishers Target Brokerage Accounts in ‘Ramp and Dump’ Cashout Scheme Feedly Summary: Cybercriminal groups peddling sophisticated phishing kits that convert stolen card data into mobile wallets have recently shifted their focus to targeting customers of brokerage services, new research shows. Undeterred by security controls at these…

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