Hello and welcome to SED News. I'm Gregor Vand. And for anyone that's joining us for the first time on SED News, this is just a slightly different format to the S.E. Daily podcast where we take a spin through tech news. We go through the headlines. We have a main topic kind of in the middle. And then we look at some hacker news highlights and some predictions ahead. But as always, nice just to catch up, Sean. We're doing this a little

bit earlier than our usual end of month recording. So it's coming a bit earlier to listeners this month.

But as usual, there's easily enough for us to cover. But what have you been up to since we last

caught up? Oh, just heavy travel schedule this fall. Actually, our big annual conference for Confluent is next week in New Orleans. So I'm gearing up for that. So I've been very busy getting ready for all the big product announcements and stuff that we're going to be doing there. Should be a fun week, but a very tiring week as well. Yeah, nice. And how about you? I've started a new role, but I'm not going to say which company. Yeah. But yeah, it's fun so far. I was also at a to the big cybersecurity conference here called Govware. It doesn't sound very tech with Gov and the name, but it is. But yeah, just the usual names and faces showing off their products. I wouldn't say I've seen a lot of like change to last year. I feel like

last year was the first maybe cybersecurity where AI was like really being pushed. This year I would

say it's kind of just more of the same. But I guess that's sort of what we're seeing maybe across

the board with a few of these sort of bigger enterprise areas. We should really talk about our

predictions from last month because yeah, let's go through

what we did predict or tried to predict. And then we also missed one. So yeah, your prediction,

I think, Sean, was to do Salesforce developing a model of their own. Any word on that?

I knew that was a little bit of an out there reach prediction at the time with Dreamforce coming

up. They made lots of

big announcements at Dreamforce, but nothing in terms of launching their own model, at least at this point.

Yeah. And my one was, if you did catch the last episode, there was a hacker news about hosting a web

server on a disposable vape, and I thought maybe you'd see something that like one up to that on

Hacker News. Can't say I did. So that just shows maybe that project was a bit of an outlier

for the last few months. But we sort of implicitly predicted something which was around

AMD. We're going to get into it in our main topic, but why is AMD important? Well, we were talking

about invidia, Intel, everything is kind of going on and the chip world last time. And Intel is

getting some attention. They got some funding essentially from like the government. They got investment

from some other big players in the market. And then we raised the question of like, what's going

on with AMD? And we kind of bantered about like, well, we haven't really heard a lot about

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