Coté

Our cousins over in VMware announced the most recent version of VMware Cloud Foundation, 9.1, yesterday. We all call this “VCF.” It’s at the center of Broadcom’s strategy to be the private cloud stack for large enterprises. You know: banks, governments, large retailers, manufactures, et. al. Our layer, the Tanzu Platform, sits a-top VCF like any PaaS would sit a-top IaaS. Recently, the VCF people have been putting a lot of effort into private cloud AI.

The right mental model for working with an AI, according to my co-host David. If you’ve spent any real time with an AI, you know exactly what he means. The model can do impressive work in a tight scope. Step out of that scope, or feed it more than fits, and you’re suddenly explaining the same constraint for the third time that happened just a few minutes ago. In the most recent Tanzu Catsup episode, we also talk about copy.

Also: Bob picks the model, AI-BOMs, $37.5M DIY platforms, and AI slop on tap. From: AI Slop Me Related to your interests 🤖 The Venture-Capital Populist - Packer’s profile of David Sacks as architect of Silicon Valley’s MAGA alliance, who delivered crypto legitimisation and AI deregulation to the Trump administration while keeping his venture fund running and benefiting from the policies he wrote. don’t call it “social media,” call it “parasocial media” Most AI coding is “like taking your Ferrari to buy milk”: IBM’s Neel Sundaresan - Harness talk from IBM: “Bob doesn’t expose the underlying model to users.

In 2006, most people who logged into the large platforms posted content because they were co-constructing sociable spaces to enjoy the companionship of others. In 2026, posting has waned (John, 2024); most social media users prioritize scrolling ‘amateur’ content rather than posting their own haphazard updates for friends. The quality of the media on social media has become more strategically constructed, more intentionally curated, and more professional. Users are now lucky to see personal content that their friends are posting amid the slick content created by the advertisers and strategic creators who dominate most people’s feeds.

What it actually costs to build your own internal developer platform over five years, and why most “we’ll just build it” pitches are pricing the cheap version. Sixty people and $7.5 million a year, every year, is what it costs to build and operate your own internal developer platform if you do it the way DIY-minded enterprises end up doing it, and most of the executives signing off don’t see the number, because it’s spread across eight cost centers under “engineering.

Also: human-in-the-loop theatre, MCP-on-Go pain, and Google Translate at 20. From: The Spanish napkin Related to your interests Where AI Accountability Goes To Die When You Stick A ‘Human In The Loop’ And Call It ‘Governance’ - 🤖: “Stuart Lauchlan and HFS / Altimetrik’s Humans at the helm of AI study of 505 G2000 execs find enterprise AI is cost-driven, accountability-asymmetric (CIOs carry the blame, not the strategy), and the ‘human in the loop’ is mostly theatre - only 25% say humans would prevail in a disagreement, 18% have clear visibility into AI reasoning.

This feels like me: NEWMARK: I guess, ideally, I would have more social skills—meaning, some. COWEN: We’re simulating social skills just fine here. NEWMARK: That’s the phrase I use. At least on my part, what looks like social skills is just fakery. I can do it for short amounts of time, maybe 90 minutes. I’ve given up, though, on actually accumulating social skills, getting better at it. More to the point, I try to get into positions where other people can show social skills.