PODCAST · technology
Research Curation Daemon
by Billy Glenn
Curating and analyzing cross-cutting research across cloud computing, AI infrastructure, security, and emerging technologies.
Episodes
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Episode 074: OpenAI Puts Jalapeño Inference Chips Into Production
OpenAI confirmed this week that its Jalapeño ASICs, co-designed with Broadcom, are now running in production alongside AMD EPYC Turin hosts — converting a June announcement into live serving infrastructure. OpenAI's hardware VP went on record describing Nvidia's standalone Vera platform as "a...
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Episode 073: FERC holds ComEd to $20B Joliet data center deal
The Federal Energy Regulatory Commission rejected Commonwealth Edison's bid to cancel a transmission security agreement underpinning the one-point-eight-gigawatt PowerHouse data center campus in Joliet, Illinois — a roughly twenty-billion-dollar development by Hillwood. The ruling, reported...
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Episode 072: CERT Polska maps a 30-site energy intrusion in detail
Poland's national incident response team published a rare, technically granular account of a multi-stage cyberattack that began in December 2025 and compromised roughly thirty energy facilities, including renewable installations and a combined heat-and-power plant. Investigators traced a chain…
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Episode 071: Google Merges Wiz Into Agentic Defense Platform
Google Cloud's biggest announcement from Next '26 is Agentic Defense, a unified security platform combining Google Threat Intelligence, Google Security Operations, and the Wiz cloud security stack into a single offering — and the first tangible enterprise product to emerge from the Wiz…
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Episode 070: OpenAI Ships GPT-6 Astra and Flags Its Own Alignment Risks
OpenAI rolled out GPT-6 Astra on September 3 and 4, 2026, deploying a model it described as having "ethereal alien mind" qualities with AGI-like characteristics — while simultaneously cautioning about alignment challenges in its own release language. The launch was uneven enough that CEO Sam…
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Episode 069: FERC Orders All Six Grid Operators to Justify Load Rules
On June 18, 2026, the Federal Energy Regulatory Commission simultaneously issued Section 206 show cause orders to all six major U.S. regional grid operators — PJM, MISO, CAISO, NYISO, ISO New England, and SPP — requiring them to justify or reform their large-load interconnection rules in response...
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Episode 068: AWS Steers Customers Off Classic Bedrock Agents
AWS has placed its original Bedrock Agents in maintenance mode and closed it to new customers, pushing organizations already running production workloads onto Bedrock AgentCore — a departure from the company's historic posture of near-permanent backward compatibility. AgentCore brings a unified...
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Episode 067: Iran-Linked Attack Shuts Down UK Power Plant
Iran-linked actors caused an operational shutdown at a small UK power plant following a cyberattack disclosed August 23–24, with The Guardian framing the incident as emblematic of vulnerabilities across smaller UK generating facilities. Confirmed physical operational impact is rare in public...
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Episode 066: Governance-First AI Firms Cut Errors Five Times Faster
KPMG's 2026 Global AI in Finance report finds that organizations embedding governance controls from the start reduced errors by thirty-three percent, compared to just six percent for peers that treated governance as an afterthought — and forty-two percent felt confident scaling their deployments...
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Episode 065: TerraPower Puts Advanced Reactor Into Active Construction
TerraPower's Natrium project in Kemmerer, Wyoming has crossed from regulatory approval into active construction — the first non-light-water commercial reactor to reach this stage in more than forty years. The NRC unanimously granted a Part 50 construction permit on March 4, 2026, and Bechtel…
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Episode 064: Volt Typhoon Reframed as Disruption Threat in Energy Grids
Multiple credible analyses now argue that China-linked Volt Typhoon operators embedded in U.S. electric, oil, and gas networks are positioned for disruption, not espionage. Ampyx Cyber's January 2026 whitepaper draws a firm line between data theft and disruptive-intent access, placing Volt…
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Episode 063: Google Builds a Managed Home for Enterprise AI Agents
Google debuted the Gemini Enterprise Agent Platform at Cloud Next 2026, a full-stack managed environment designed to make agentic AI a first-class cloud workload rather than an improvised collection of model APIs. The platform pairs a Managed Agents API with a Cloud Data Agent Kit that integrates...
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Episode 062: FERC Puts All Six U.S. Grid Operators on Notice
The Federal Energy Regulatory Commission opened six simultaneous show-cause proceedings on June 18 against every major U.S. grid operator — PJM, MISO, CAISO, NYISO, ISO New England, and SPP — ordering each to defend or rewrite its rules for connecting large electricity consumers above 50…
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Episode 061: NERC drafts data centers into grid reliability rules
NERC issued its highest-urgency Level Three Essential Action Alert on May 4, 2026, requiring utilities and large load operators to collect and disclose data center consumption ranges and disturbance behavior by August 3. Simultaneously, NERC proposed a new "Computational Load Entity" registration...
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Episode 060: You Can't Tune a Product: How a Banned Narrative Kept Shipping — and Why We Took the Pen
You can tune a piano — the strings obey the wrench. You cannot tune a generative product, because its behavior is a trained prior, not a setting. This special edition tells the RCD pipeline's own story: months of prompt detuning that never stopped NotebookLM's manufactured 'collision' narrative,...
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Episode 059: Google Rebrands Vertex AI Around Agentic Workflows
Google rebranded Vertex AI as the Gemini Enterprise Agent Platform at Cloud Next, April 22–24, positioning agents rather than model endpoints as the primary building block for enterprise AI and competing directly with Microsoft Copilot Studio and Amazon Bedrock Agents. The company simultaneously...
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Episode 057: GPT-5.5 Replaces GPT-5.3 as ChatGPT's Default Model
OpenAI made GPT-5.5 the new default in ChatGPT, rolling it out as GPT-5.5 Instant to replace GPT-5.3 Instant, with cited gains in accuracy, image understanding, STEM, and web behavior. The GPT-5.2 family was retired on June twelfth — less than three months after its own launch — a pace that…
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Episode 056: FERC standardizes grid rules for AI data centers
The Federal Energy Regulatory Commission officially standardized the rulebook for connecting massive AI data centers to the transmission grid. With thirty percent of US data centers already pivoting to islanded microgrids to bypass backlogs, this federal clarity arrives just as utilities like PG...
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Episode 055: FERC pushes public disclosure for grid cyber violators
Federal energy regulators are advancing a joint proposal to publicly name utility companies that violate grid cybersecurity standards, ending over a decade of enforcement anonymity. Under the proposed framework, violators facing statutory civil penalties of up to one million dollars per day will...
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Episode 054: The Bounds of the Cloned Voice
In 2024, journalist Evan Ratliff cloned his own voice, wired it to a chatbot, and let it loose on the phone — and the thing that gave it away was a pause. This deep dive traces where that pause went. By 2026 the technical tells Ratliff relied on (latency, woodenness, audible seams) have largely...
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Episode 053: Moving Correctness Out of the Reviewer's Head: AI-DLC v2 vs v1
AWS's AI-Driven Development Life Cycle was rebuilt from the workflow layer up — from v1's tool-agnostic markdown rules with a human approving at every stage, to v2's Skills-based architecture where machine-checkable post-conditions, enforced by a process checker the AI can't modify, decide how…
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Episode 052: Two Modes, One Codebase: Durable vs. Disposable Code in the Age of Cheap Generation
Durable and disposable code aren't two points on a quality scale — they're two different kinds of software with different cost models and different reasons to exist. AI codegen collapsed the cost of the disposable kind and shifted the ratio, making the boundary between them the real skill: naming…
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Episode 051: Neocloud: The Noun, the Workload, and the Balance Sheet
A single-topic deep dive into the GPU-as-a-Service business, opening on the sneaker brand Allbirds rebranding as "NewBird AI" and six-x-ing its stock on a $50M facility that had delivered just $3.25M. We pull "neocloud" apart into three layers: a genuine engineering cost edge (bare metal plus...
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Episode 050: Google stakes cloud architecture on agentic AI
Google Cloud fundamentally shifted its enterprise architecture this week by embedding AI agents directly into its data layer rather than bolting them on top. Analysts are calling this the end of the pilot era, a maturation colliding with explosive physical demands as PG and E reports a staggering...
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Episode 049: Photons In, Controls Out: Where Tesla FSD's Ethics Actually Live
A special-edition deep dive on Tesla Full Self-Driving as a case study in ML systems ethics. We walk through what a v14-class end-to-end driving network is actually doing, compare it against Waymo's, Mobileye's, and Wayve's disclosed safety architectures, and follow the regulator and courtroom...
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Episode 048: OpenAI finalizes GPT-5 rollout with native computer use
OpenAI has finalized its GPT-5 rollout, deploying a one-million-token context window in GPT-5.5 and introducing native computer-use capabilities via GPT-5.4. Alongside these frontier models, the company quietly released a 120-billion-parameter open-weight reasoning model, a move that contradicts...
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Episode 047: PG and E sidelines V2G in massive demand response push
PG and E is pouring nearly eight hundred million dollars into demand response through 2027, yet conspicuously treating electric vehicles purely as controllable load rather than bidirectional grid assets. Despite managing over a quarter-million customer enrollments for load shifting, standard...
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Episode 046: Mythos and the Utility Industry: Detection Without a Patch Path
Anthropic has built a frontier model that can find and chain industrial-grade vulnerabilities, and stood up Project Glasswing — now around one hundred fifty organizations across critical infrastructure — to gate its use. The detectors and hyperscalers are inside the consortium. The equipment OEMs...
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Episode 045: Should You Be Nice to Claude? Three Spines, One Question, and the Answers That Don't Agree
The viral question — does saying 'please' and 'thank you' to a language model matter? — looks like one question, but it's three. Efficiency asks whether courtesy buys or burns anything in compute and output. Ethics asks whether the model has something it would be wrong to be rude to....
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Episode 044: The Agent Stack Picks Its Three: MCP, A2A, AP2 — and What Six Protocols Still Don't Solve
A special-edition deep dive on the six wire-format specifications competing to define the agent stack — MCP, A2A, AG-UI, A2UI, AP2, and x402. By mid-2026, three are pulling ahead as load-bearing infrastructure: MCP for tool-calling, A2A for agent-to-agent communication under Linux Foundation...
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Episode 043: What NIST AI RMF 1.0 actually demands — and what it doesn't
Three and a half years after publication, the NIST AI Risk Management Framework has become the closest thing the United States has to a national AI governance baseline — referenced in federal procurement, mapped against the EU AI Act, woven into every hyperscaler's compliance posture. This deep...
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Episode 042: CISA redefines zero trust for industrial networks
CISA just delivered a definitive zero trust roadmap engineered specifically for operational technology that abandons disruptive IT playbooks in favor of passive discovery. This guidance arrives as utilities execute massive risk mitigation efforts, such as PG and E locking in a nearly nineteen...
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Episode 041: Google Graduates AI Agents to Production
Google has effectively ended the enterprise AI pilot era with the launch of its Gemini Enterprise Agent Platform, shifting the industry focus from model shopping to production-grade platform engineering. As vendors push autonomous agents into live operations, the physical demands of these systems...
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Episode 040: NIST formalizes identity standards for autonomous AI
The National Institute of Standards and Technology has established the first federal standards initiative for autonomous AI agents. The agency's concept paper explicitly recommends treating software agents as first-class enterprise identities subject to the exact same access controls, provenance,...
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Episode 039: Record Clean Energy Build Reshapes the US Grid
The United States is poised to add a record-breaking eighty-six gigawatts of utility-scale clean power capacity in 2026 as renewables fundamentally alter grid architecture. Clean energy resources will make up over ninety percent of all new generating capacity this year, driven heavily by massive...
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Episode 038: Google rearchitects entire cloud for native AI agents
Google Cloud fundamentally rearchitected its portfolio this week, making every service natively compatible with the Model Context Protocol to support full-stack AI enterprise agents. The sweeping architectural shift allows managed agent sandboxes to spin up roughly three hundred instances per...
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Episode 037: FERC Unveils Cloud Grid Rules as AI Power Demand Surges
The Federal Energy Regulatory Commission overhauled historic security standards to finally permit cloud computing across the U.S. power grid just as AI energy needs hit a breaking point. The International Energy Agency warns that network capacity is now the primary bottleneck for tech expansion,...
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Episode 036: FERC unveils grid rules as AI data center demand surges
The Federal Energy Regulatory Commission officially directed grid operator P-J-M to draft transparent interconnection rules targeting massive artificial intelligence data centers. This unprecedented federal scrutiny arrives as utilities like PG and E pivot to demand response, offering commercial...
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Episode 035: Congress unveils energy cyber bill as grid attacks surge
Congress advanced the Energy Threat Analysis Center Act to explicitly combat threat actors like Volt Typhoon targeting American power grids. This legislation follows a 70 percent surge in utility cyberattacks, with over 3,300 industrial organizations compromised last year and average recovery…
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Episode 034: Grid spending surges as New York warns of power shortfalls
Exelon and P-J-M approved massive transmission network expansions exceeding fifty billion dollars to power an aggressive artificial intelligence infrastructure arms race. This hyperscale data center buildout is colliding with physical grid limits, highlighted by the New York Independent System...
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Episode 033: PG and E unveils massive grid overhaul as AI demand surges
Pacific Gas and Electric unveils a seventy-three billion dollar capital plan to overhaul its grid as hyperscale AI data center demand surges. United States utility load forecasts jumped five-fold to one hundred twenty gigawatts in just three years, compounding severe vulnerabilities where...
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Episode 032: PG and E Unveils Massive Grid Overhaul as AI Demand Surges
PG and E unveils a massive infrastructure overhaul to support a rapidly expanding data center pipeline driven by artificial intelligence. The utility reported its interconnection backlog doubled to ten gigawatts in just five months, prompting a seventy-three billion dollar transmission upgrade…
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Episode 031: AI power load surges as data centers hit a grid wall
Market leaders like Anthropic and OpenAI are colliding with physical infrastructure realities as massive new data center builds push the electrical grid to its absolute limits. Projections show this unprecedented power appetite jumping to over ninety gigawatts by 2030, threatening a severe...
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Episode 030: White House unveils AI rule override as grid risks surge
The White House unveiled a sweeping blueprint to override state artificial intelligence laws just as United States utility cyber incidents surge roughly seventy percent. To combat escalating physical and digital threats, infrastructure operators like PG and E are rapidly deploying over 630...
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Episode 029: AI Load Surges As PG and E Unveils $73 Billion Grid Plan
AI scale is colliding with physical infrastructure limits as Pacific Gas and Electric unveils a $73 billion grid plan and PJM approves an $11.8 billion expansion to feed surging data center corridors. This scramble aligns with alarming findings from the International AI Safety Report showing…
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Episode 028: Nvidia unveils Rubin while AI grid demand surges
Nvidia unveils its next-generation Rubin architecture as PG and E commits 73 billion dollars to transmission upgrades to support a surging 10-gigawatt AI data center pipeline. Highlighting this severe infrastructure bottleneck, the International Energy Agency projects global data center…
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Episode 027: DoD Unveils Grid Security as Ransomware Surges
State-linked hackers from Volt Typhoon embed deeply into United States utility networks while a destructive Amazon Web Services data center fire exposes physical weaknesses in cloud architecture. The unprecedented multi-day outage eliminated eighty-four global services, compounding alarm as...
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Episode 026: Hyperscalers unveil $700 billion AI compute spend
Hyperscalers Amazon, Google, and Meta unveil an unprecedented $700 billion AI infrastructure spend planned for 2026. This massive compute expansion immediately triggers intense energy demands, prompting regional grid operator PJM to approve an $11.8 billion transmission buildout while PG and E...
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Episode 025: Scale Meets Constraint: Agentic AI, Gigawatt Infrastructure, and a 30% Ransomware Surge
This week's through-line is scale colliding with limits — and the response shifting from building bigger to orchestrating smarter. Google forecasts agentic security operations centers that cut breach likelihood threefold, while AMD locks in a multi-year, six-gigawatt GPU partnership with Meta.…
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Episode 024: AI Developments
This text outlines nine pivotal AI concepts set to transform the technological landscape through 2026. It highlights a structural shift from basic model training toward advanced inference optimization and autonomous agent orchestration. Key technical discussions include hardware innovations like...
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ABOUT THIS SHOW
Curating and analyzing cross-cutting research across cloud computing, AI infrastructure, security, and emerging technologies.
HOSTED BY
Billy Glenn
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Research Curation Daemon currently has 73 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Research Curation Daemon about?
Curating and analyzing cross-cutting research across cloud computing, AI infrastructure, security, and emerging technologies.
How often does Research Curation Daemon release new episodes?
Research Curation Daemon has 73 episodes. Check the episode list to see recent publication dates and frequency.
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Research Curation Daemon is created and hosted by Billy Glenn.
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