Is the AI bubble starting to burst, or is the industry just beginning to question the cost of artificial intelligence?
Google's parent company, Alphabet, reported $51.4 billion in quarterly capital expenditures, raising questions about AI spending, profitability, and when investors will see meaningful returns. Meanwhile, Anthropic has filed for its IPO, revealing risks that have cybersecurity leaders questioning the future of the AI industry.
And at GitHub Universe 2026, the explosion of AI-generated code is raising another concern: are developers shipping better software, or just more of it?
In this episode of ShipTalk, hosts Adam Arellano and Martin Reynolds are joined by Jake Bernardes, CSO at Gambit, to unpack the biggest developments in AI, cybersecurity, and software delivery.
They debate whether we're entering an AI bubble correction, the risks behind Anthropic's IPO, why traditional shift-left security may be failing in the age of AI coding agents, and whether enterprises are measuring AI productivity all wrong.
The conversation also explores software supply chain security, enterprise AI ROI, and the growing risks of giving developers and AI agents access to critical infrastructure.
**ShipTalk is brought to you by Harness.** Real conversations about what's changing in AI, DevOps, cybersecurity, and software delivery.
Google's parent company, Alphabet, reported $51.4 billion in quarterly capital expenditures, raising questions about AI spending, profitability, and when investors will see meaningful returns. Meanwhile, Anthropic has filed for its IPO, revealing risks that have cybersecurity leaders questioning the future of the AI industry.
And at GitHub Universe 2026, the explosion of AI-generated code is raising another concern: are developers shipping better software, or just more of it?
In this episode of ShipTalk, hosts Adam Arellano and Martin Reynolds are joined by Jake Bernardes, CSO at Gambit, to unpack the biggest developments in AI, cybersecurity, and software delivery.
They debate whether we're entering an AI bubble correction, the risks behind Anthropic's IPO, why traditional shift-left security may be failing in the age of AI coding agents, and whether enterprises are measuring AI productivity all wrong.
The conversation also explores software supply chain security, enterprise AI ROI, and the growing risks of giving developers and AI agents access to critical infrastructure.
**ShipTalk is brought to you by Harness.** Real conversations about what's changing in AI, DevOps, cybersecurity, and software delivery.