The game of Rugby is having a moment on the global stage. It’s attracting investment and growing its fan base and audiences. The Six Nations competition has just finished, with France triumphing over Scotland and the Women’s World Cup is on the horizon. With dedicated fans and upmarket advertisers, the media rights are garnering significant interest. An old saying contrasted soccer (football to most of the world) with rugby by saying that football was a gentleman’s game played by hooligans, while rugby was a hooligan’s game played by gentlemen. And today, both the women’s and men’s games are gaining prominence. Unlike soccer (football), the world governing body for rugby spans both leagues and has strong female representation on its board. With high value advertisers driving revenue and both country competitions and national leagues creating a rich game schedule, media valuations are continuing to grow. From its origins as an amateur league, it’s become much more. There’s a nascent shift from free-to-air broadcast to paid media and streaming. It’s quite a scrum! More S&P Global Content: Authenticity, women's sports and African potential dominate SportsPro Live For S&P Global Subscribers: Sports calendar 2025 — High-profile women's events and sustainability concerns DAZN boasts its global expansion plans with acquisition of Foxtel Credits: Host/Author: Eric Hanselman Guests: Richard Berndes Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
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25:32
RSA Conference Preview
The annual RSA Conference on information security is coming up and it arrives during a very active security market. Analysts Garrett Bekker, Dan Kennedy and research director Scott Crawford return to the podcast to discuss what they expect to see in San Franscisco with host Eric Hanselman. The largest transaction ever in the information security world, Google’s acquisition of cloud security unicorn Wiz, has been echoing across capital and technology markets. It’s reinforced the importance of cloud security and its nature as a distinct technology segment. Enterprises have become fully hybrid in their infrastructure mix and they’re struggling to mitigate cloud risks. Part of the struggle is leading to tool consolidation and platform approaches to security management. It’s a situation that’s led by the fact that the average enterprise already reports spending a third of their security budgets on a single security operations vendor. Of course, AI will be front and center and this year agentic AI is being examined as a way to scale up security capabilities. AI capabilities have been part of security tools for many years and the challenge has always been building trust in automated actions. It will be some time before autonomous actions are turned on. There’s a long history of keeping human review in place as trust is built. It’s not that different from previous technology automation transitions, but with security, there’s a greater imperative. More S&P Global Content: AI for security: Agentic AI will be a focus for security operations in 2025 The evolution of security platforms – 6 centers of gravity shaping the market Security Summer Camp 2024 and the elephant in the room Credits: Host/Author: Eric Hanselman Guests: Garrett Bekker, Scott Crawford, Daniel Kennedy Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
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29:24
KubeCon and Cloud Native
Cloud native patterns and open source developments were on display at the KubeCon + CloudNativeCon Europe conference. The biannual gathering was showing how the container ecosystem continues to mature and analysts Jean Atelsek and William Fellows join host Eric Hanselman to explore their insights. The Cloud Native Computing Foundation (CNCF), part of the Linux Foundation, continues to expand the event and advance the maturity of the open source projects that are part of its purview. Day 2 operations have been gaining focus and the pre-conference FinOps X event was an indication of the emphasis on operational controls as it digs into infrastructure cost management. The opening “Day 0” events at KubeCon, which have been the forum for specialized project meetings, have become a key part of the conference, with over 6,000 attendees, almost half of the reported 13,000 total. The Kubernetes container management project is now over ten years old and one of the other signs of technology evolution was the integration of the OpenInfra Foundation, which managed the OpenStack project and other infrastructure elements, into the Linux Foundation. Open source projects are gaining wider adoption and one of the messages from projects and vendors at KubeCon, was the hope that it could offer alternatives to enterprise infrastructure stalwart, VMware. The CNCF is expanding its investments in improving security across the projects under its umbrella. There was also continued development of platform engineering initiatives. Bounding the expanding world of open source projects to create consistent development and operational tool chains for enterprise is one more sign of maturity in the container world. More S&P Global Content: AWS, Microsoft Azure and Google Cloud enter the FinOps vortex For S&P Global subscribers: Kubernetes meets the AI moment in Europe with technology, security, investment Data management, GenAI, hybrid cloud are top Kubernetes workloads – Highlights from VotE: DevOps Kubernetes ecosystem tackles new technical and market challenges Kubernetes, serverless adoption evolve with cloud-native maturity – Highlights from VotE: DevOps Credits: Host/Author: Eric Hanselman Guests: Jean Atelsek, William Fellows Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
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26:08
AI and Privacy
The many impacts of AI extend across business and consumer interests and issues around privacy are some of the broadest. Analyst Paige Bartley returns to the podcast to discuss the results of two recent studies on enterprise and consumer perspectives on AI and privacy with host Eric Hanselman. Enterprise privacy concerns are shifting from regulatory to operational and reputational, as the awareness of the importance of data privacy grows. The landmark UK GDPR legislation was announced in 2016 and most early efforts focused on compliance. That’s shifted to building privacy functionality into the foundations of the way businesses operate. PrivacyOps approaches are growing rapidly as organizations come to realize that customer trust has to both be established and maintained in ways that are meaningful to customers. The opportunity for businesses is to move from treating privacy as overhead to making part of supporting business interests. It comes full circle by helping to enable better data use for AI. More S&P Global Content: The 2025 Generative AI Outlook For S&P Global Subscribers: Safeguarding privacy in the AI era – Highlights from VotE: Data & Analytics Consumers' preference for personalization still outweighs desire for data privacy – Highlights from VoCUL: Connected Customer Data Insight: Consumer data privacy in the modern world of generative AI — no going back? Credits: Host/Author: Eric Hanselman Guest: Paige Bartley Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
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27:22
NVIDIA GTC Bursts at the Seams
It’s come a long way from its game developer roots and the NVIDIA GPU Technology Conference (GTC) 2025 edition was so well attended, it was straining the capacity of the San Jose Convention Center, its long-term home. John Abbott returns to discuss what debuted and the implications with host Eric Hanselman. NVIDIA has taken a starring role in AI and this year’s GTC had all of the glitz of a Hollywood production – CEO’s of major tech partners delivered a video tribute and Disney-designed robots cavorted on stage with CEO Jensen Huang. The event reinforced the extent to which NVIDIA has become a systems and software company, rather than simply a supplier of high performance silicon. The event highlighted not only new GPU’s and rack-scale compute systems, but also countered the concerns around declines in GPU demand raised by the release of the DeepSeek AI models. The shift to reasoning models for AI is expected to drive further demand. The impacts on energy consumption and associated pressure on energy transition plans weren’t mentioned, but are a large part of the larger discussion around AI. More S&P Global Content: SoftBank, OpenAI, Oracle and MGX commit to $100B for Stargate AI infrastructure Semiconductor Digest: A roundup of the latest developments Next in Tech | Ep. 206: NVIDIA quarterly earnings For S&P subscribers: NVIDIA pushes broader AI infrastructure story with Blackwell Ultra, full stack software NVIDIA takes commanding revenue lead in semiconductor space Tech is priced to move Generative AI Digest 25: A roundup of latest breakthroughs and developments Credits: Host/Author: Eric Hanselman Guest: John Abbott Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
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