Podcast
Rogue Agents
Hosted by Mark R. Hinkle, Vera & Neuro · EN
What happens when two AI agents start breaking down the week's biggest AI news? You get Rogue Agents.
Vera and Neuro are AI agents — your weekly guides to everything happening in enterprise AI. The deals, the tools, the breakthroughs, and the stuff everyone's getting wrong, in 15-20 minutes every week.
Every episode is built on human-curated content from The AI Enterprise newsletter (theaienterprise.io), where publisher Mark Hinkle and his editorial team research, vet, and write the stories that 250,000+ subscribers rely on. Vera and Neuro are the audio layer — not the editorial one. The reporting is human. The agents deliver it.
The show also features live episodes with Mark and guest interviews with industry leaders.
This is an experimental format — a podcast about AI, delivered by AI agents, built on human journalism. Your feedback shapes what comes next.
Subscribe wherever you listen to podcasts.
11episodes
Episodes
Newest firstAll episodes
Episode 11: Consultancy Capture, the Values Premium, and the Death of the Operating System
1w ago00:52:51Tap to summarizeOn May 14, PwC signed a deal to train 30,000 consultants on Claude. The Big Four firm whose entire job is implementing software just licensed the model that's coming for that job. Same day, Anthropic and the Gates Foundation announced a $200M global health partnership. Two days earlier, Bloomberg said Anthropic's in talks at a $950B valuation. Day before that, Google said Android is no longer an operating system. Call it the week the model providers stopped pretending they only sell models.This week on Rogue Agents — three big stories, five quick takes:Three Deep Dives: 1. Anthropic's Enterprise Triple Play — Claude for Small Business, the Gates Foundation deal, and PwC all inside 36 hours. The model provider absorbs the implementation layer. We're calling it Consultancy Capture. 2. Pentagon Excludes Anthropic (Mark Hinkle joins) — The War Department's eight-company AI deal labels Anthropic a "supply chain risk" for refusing "all lawful purposes" language. Mark unpacks the Red Hat parallel and the operating cost of saying no. 3. Google's Gemini Intelligence — Sameer Samat says Android is moving from an operating system to an intelligence system. Plus the Googlebook reveal. Build your MCP server. Agent SEO is your new acquisition channel.Five Shorts: OpenAI ships GPT-5.5-Cyber to EU regulators · Anthropic's $950B valuation is really a hyperscaler re-up · Wall Street pours PE money into model-provider consulting arms · the Trump admin starts testing Google, Microsoft, and xAI models · Googlebook lands in K-12 and your kid's homework just changed.Read the full stories at theaienterprise.io. Subscribe at rogueagents.io.—The AIE Network — theaie.net The AI Enterprise Newsletter — theaienterprise.io AI CIO — aicio.ai AIOS Training — theaios.ai All Things AI Conference — allthingsopen.ai
Transcribe →Episode 10: The Round-Trip, Wall Street's New Consultant, and Vertex Dies on a Tuesday
2w ago00:42:14Tap to summarizeOn May 5, Anthropic committed to spend $200 billion with Google over the next five years. One week earlier, Google committed to invest up to $40 billion back into Anthropic. Five-to-one. Money out is five times money in. That's not a deal — that's a closed loop. Call it the Round-Trip. A note from Mark: Episode 10 was supposed to ship last week. Our publishing pipeline went sideways and the audio never made it to the feed. There was no Episode 10. There was just silence. This is the makeup — we're shipping the May 4–9 news week as Episode 10 so the catalog stays clean. This week on Rogue Agents — three big stories, five quick takes: Three Deep Dives: 1. The Round-Trip — Anthropic and Google just locked themselves into a captive supplier arrangement that makes the OpenAI-Microsoft divorce look easy. 2. Wall Street's New Consultant (Mark Hinkle joins) — Anthropic shipped 10 finance agents on Claude Opus 4.7 the day after launching a $1.5B services JV with Blackstone, Hellman & Friedman, and Goldman Sachs. McKinsey has 90 days to decide what it does next. 3. Vertex Is Dead — Google killed Vertex AI on a Tuesday and replaced it with the Gemini Enterprise Agent Platform. Workspace Studio ships no-code agents to 3 billion seats. The era of "pick your model" is ending. Five Shorts: Anthropic absent again from the CAISI testing deal · ServiceNow's nine-second production database deletion and the kill switch · the agentic wars heating up across five vendors · Anthropic's quiet move into offensive cybersecurity (Project Glasswing) · the AI roll-up era your acquirer is already pricing. This is the first episode in our new format — three Deep Dives interleaved with five Shorts. Tell us if it works. Read the full stories at theaienterprise.io. Subscribe at rogueagents.io. — The AIE Network — theaie.net The AI Enterprise Newsletter — theaienterprise.io AI CIO — aicio.ai AIOS Training — theaios.ai All Things AI Conference — allthingsopen.ai AI Toolbox — theaitoolbox.ai
Transcribe →Episode 9: The Pentagon Veto, the Azure Divorce, and Wall Street's Anthropic Math
4w ago00:48:03Tap to summarizeOn May 1, the Pentagon signed classified-network AI contracts with 8 companies — SpaceX, OpenAI, Google, NVIDIA, Microsoft, AWS, Reflection, Oracle. Anthropic was excluded by name for refusing the lawful-purpose clause. On April 27, OpenAI and Microsoft formally dismantled the cloud exclusivity that bound OpenAI to Azure for seven years. And Fortune ran the math: half of Google's and Amazon's blowout Q1 AI profits came from their Anthropic stake — not operating revenue. Three stories splitting the AI economy along three fault lines: principles, platforms, and paper. Three Deep Dives, four Quick Hits, Mark Hinkle joins for the Anthropic math. 1. The Pentagon Veto — Anthropic's AUP refusal as the open source moment for AI vendors. GPL vs BSD as the philosophical parallel. Audit your vendor's TOS for five phrases by Friday. 2. The Azure Divorce — multi-cloud AI is now real. Inventory your OpenAI API spend, get a Bedrock quote, take it into your Azure renewal. Microsoft account economics in 2026 reward the move. 3. Wall Street's Anthropic Math — Yahoo Japan, ICG, SoftBank Vision Fund, and the Berkshire asterisk. Mark's discipline frame: separate operating AI revenue from valuation marks on AI investments. Three eras, same physics. Quick Hits: Mandiant's prompt-injection-via-public-web warning, Avoca's $1B vertical-agent unicorn (for plumbers), Microsoft Copilot Agent Mode GA in Word/Excel/PowerPoint, and Anthropic's $50B raise at $850-900B valuation. Read the full stories at theaienterprise.io. Subscribe at rogueagents.io. — The AIE Network — Everything in one place: theaie.net The AI Enterprise — Newsletter: theaienterprise.io AI CIO — AI for IT Leaders: aicio.ai AIOS — AI Training & Courses: theaios.ai All Things AI — Conference: allthingsopen.ai AI Toolbox — Recommended tools: theaitoolbox.ai
Transcribe →Episode 8: GPT-5.5 Lands, Copilot Goes Agent, and the 80K Layoff Receipts
Apr 2700:45:11Tap to summarizeThree next moves, three Deep Dives, four Quick Hits. OpenAI ships GPT-5.5 and doubles the price. Microsoft puts Copilot Agent Mode in every Office app. Adobe rebrands its entire Experience Cloud around AI agents. Anthropic admits Claude got dumber for six weeks. And the Q1 2026 layoff data finally caught up with the hype — 80,000 tech jobs gone, 48% attributed to AI. This week on Rogue Agents: 1. The frontier model fight — GPT-5.5 vs Claude 4.7 vs DeepSeek, why the routing layer is now the most valuable software in your stack 2. The agent layer goes production — Microsoft Copilot Agent Mode GA, Adobe CX Enterprise Coworker, MCP and A2A as the new LAMP stack 3. The labor math catches up — 80K Q1 layoffs, Goldman's 16K-jobs-per-month run rate, why freezing entry-level hiring now creates a 2031 leadership-bench problem (Mark joins this one) Plus four Quick Hits: DeepSeek's new flagship, AMEX acquires Hyper, the Google Cloud + NVIDIA superstack, and the Anthropic quality bug nobody wants to talk about. Mark closes with field notes from Raleigh-Durham Startup Week and a one-on-one with Erik Troan, founder/CTO of Pendo, on the new moat in a vibecoding era. Read the full stories at theaienterprise.io. Subscribe at rogueagents.io. — The AIE Network — Everything in one place: theaie.net The AI Enterprise — Newsletter: theaienterprise.io AI CIO — AI for IT Leaders: aicio.ai AIOS — AI Training & Courses: theaios.ai All Things AI — Conference: allthingsopen.ai AI Toolbox — Recommended tools: theaitoolbox.ai
Transcribe →Episode 7: Opus 4.7, Stanford Says 66%, and the Agent Sprawl Nobody's Fixing
Apr 2000:30:08Tap to summarizeThis week on Rogue Agents: Anthropic dropped Claude Opus 4.7 on every major cloud on day one — and quietly used a model called Mythos to find thousands of previously unknown zero-day vulnerabilities in every major operating system and browser. Bruce Schneier called it the end of a twenty-year cybersecurity equilibrium. Meanwhile, Stanford says AI agents jumped from 12% to 66% on real computer tasks in twelve months. And 94% of enterprises running agents admit they don't know what those agents are actually doing. Three stories. Four altitudes. Same verdict: the capability is here. The governance gap is bigger than the deployment gap. 👉 Subscribe, rate, and share: rogueagents.io Read the full stories Claude Opus 4.7 drops on every major cloud day-one — The AI Enterprise Project Glasswing and the end of the 20-year cybersecurity equilibrium — The AI Enterprise Stanford 2026 AI Index: agents hit 66% on OSWorld — The AI Enterprise OutSystems: 96% of enterprises run agents, 94% can't govern them — The AI Enterprise Quick Hits this week OpenAI's GPT-5.4-Cyber program opens invite-only access backed by $10M in API credits Gartner projects 40% of enterprise applications will have task-specific AI agents by year-end Apple quietly ships enterprise agent support in iOS 26 with on-device private compute Meta drops a new open-weights Llama mid-tier with built-in tool use for agentic workflows Learn more about AI for business The AI Enterprise — Newsletter AI CIO — AI for IT Leaders AIOS — AI Training & Courses All Things AI — Conference The AIE Network — Everything in one place AI Toolbox — Recommended tools The reporting is human. The delivery is AI. rogueagents.io
Transcribe →Episode 6: AI Is Concentrating — Anthropic's Glasswing, Meta's Muse Spark, and the Tariff Squeeze
Apr 1300:21:02Tap to summarizeThe reporting is human. The delivery is AI. This week on Rogue Agents, Mark, Vera, and Neuro unpack three stories that tell one story: AI capability is rising, costs are climbing, and the companies that can afford both are pulling away from everyone else.This Week's Stories:Anthropic's Project Glasswing (01:44) — Anthropic's new Claude Mythos model discovered thousands of zero-day vulnerabilities across every major OS and browser, including a 27-year-old OpenBSD bug. They're restricting access to ~40 organizations. Plus: implications for Linux Foundation open-source security projects.Meta's Muse Spark (07:09) — Alexandr Wang shipped his first model for Meta after a $14.3B investment and 9 months. Fourth on the Artificial Analysis Intelligence Index — but Meta is playing a distribution game, not a benchmarks game.Chip Tariffs and the Two-Speed Economy (12:04) — 25% tariffs on AI hardware are hitting startups hardest. Hyperscalers shrug it off.Quick Hits (16:48) — NotebookLM in Gemini, Gemma 4, Coefficient Bio acquisition, Utah AI prescriptions.Chapter Timestamps:00:00 — Cold Open00:26 — Intro00:57 — Table Set01:44 — Anthropic Project Glasswing07:09 — Meta Muse Spark12:04 — Chip Tariffs Impact16:48 — Quick Hits19:14 — Wrap-UpJoin the Ecosystem:Read: The AI Enterprise newsletterListen: Rogue Agents podcastLearn: The AIE NetworkGather: All Things AI events and community (00:00) - Cold Open (00:26) - Intro (00:57) - Table Set (01:44) - Anthropic Project Glasswing (07:09) - Meta Muse Spark (12:04) - Chip Tariffs Impact (16:48) - Quick Hits (19:14) - Wrap-Up
Transcribe →Episode 5: The Great AI Realignment — Why OpenAI is the New Yahoo
Apr 1000:36:29Tap to summarizeThe reporting is human. The delivery is AI. This week on Rogue Agents, we break down the biggest enterprise AI stories.This Week's Stories:The Great AI Realignment: Why OpenAI's $13.1B revenue and $852B valuation might be a mirage — and the historical parallels to Yahoo that every enterprise leader should understand. Read the Deep DiveMicrosoft Goes Rogue: Three in-house AI models built by teams of fewer than 10 engineers. What Microsoft's AI self-sufficiency play means for the OpenAI partnership and enterprise vendor strategy. Read the AnalysisThe Karpathy Loop: Andrej Karpathy's autoresearch script hit 42,000 GitHub stars in one week. How to apply the same optimization loop to your system prompts, emails, and software. Learn the ProtocolQuick Hits: Anthropic's "Mythos" model leak, $297B Q1 venture funding, AI job cuts at 25% of layoffs, OpenAI shutting down Sora API, and Alibaba's closed-source pivot.The Human Element: Why entry-level job postings have dropped 35% and what it means for the next generation of AI-native talent. Read the Deep DiveFull transcript available.Join the Ecosystem:Read: The AI Enterprise newsletterListen: Rogue Agents podcastLearn: AIOS TrainingGather: All Things AI events and community
Transcribe →Episode 4: QuitGPT, The Agent Governance Gap, and All Things AI 2026
Mar 3000:38:32Tap to summarizeEpisode 4: QuitGPT, The Agent Governance Gap, and All Things AI 2026 This week Vera and Neuro dig into the stories that matter most for enterprise AI leaders, with Mark Hinkle joining for a live segment from All Things AI 2026. Deep Dives The Trust Economy — 1.5 million users deleted ChatGPT after the Pentagon deal. Is vendor lock-in the real threat? Read the full story The Agent Governance Gap — Why autonomous AI needs identity, and what 88% of organizations are getting wrong. Read the full story All Things AI 2026 Recap (with Mark Hinkle) — The entry-level talent trap, the OpenClaw ChatGPT moment, and insights from Meta, AWS, IBM, Google, and more. Learn more Quick Hits Arm's AGI CPU — a chip built for inference at the edge Terafab — the AI factory model coming to enterprise Bots now outnumber humans on the open internet OpenAI's desktop superapp — the OS layer play Links Rogue Agents Podcast The AI Enterprise Newsletter All Things AI The AIE Network The reporting is human. The delivery is AI.
Transcribe →Episode 3: NVIDIA's $1 Trillion Bet, The Agent Governance Gap & The CEO AI Mandate
Mar 2101:01:21Tap to summarizeThis week on Rogue Agents:NVIDIA GTC 2026 Special Report — $1 trillion chip backlog, Vera Rubin platform, Groq LPU inference, NemoClaw agent framework, and Physical AIThe Agent Governance Gap — 81% of AI agents in production, only 14.4% fully secured. Shadow AI is the new Shadow IT.OpenAI's Subagent Takeover — GPT-5.4 mini and nano models usher in tiered AI orchestration at $0.20/million tokensMeta's $135B AI Pivot — 20% workforce layoffs to fund the biggest AI bet in tech historyThe CEO AI Mandate Gap — 86% mandate AI use, but 70% of CEOs use it less than one hour per weekThe Context-First Method — How structured context engineering and voice dictation tools like Wispr Flow are transforming AI output qualityQuick Hits: Morgan Stanley's AI breakthrough warning, US power crisis, Google Gemini in Workspace, Anthropic Institute launch, Zendesk acquires Forethought, OpenAI-Microsoft AGI prenupRead the full stories:The Agent Governance GapOpenAI's Subagent Takeover & The $1T Chip ForecastThe CEO AI Mandate GapThe Context-First MethodLearn more about AI for business:The AI Enterprise — NewsletterAI CIO — AI for IT LeadersAIOS — AI Training & CoursesAll Things AI — ConferenceThe AIE Network — Everything in one placeAI Toolbox — Recommended toolsRogue Agents is an experimental podcast featuring Mark Hinkle and AI co-hosts Vera and Neuro. The reporting is human. The delivery is AI.
Transcribe →Episode 2: Microsoft Picks Claude, the OpenAI Paradox, and the Vibe Coding Reckoning
Mar 1600:11:33Tap to summarizeThis week on Rogue Agents, Mark Hinkle joins Vera and Neuro for the first time — and explains why he sat out Episode 1 on purpose. Plus: the biggest stories in enterprise AI for the week of March 9–13, 2026.Stories covered this week, from theaienterprise.io:Deep Dive 1: Microsoft Just Picked Claude Over OpenAI Despite a ~$135B investment in OpenAI, Microsoft chose Anthropic's Claude to power Copilot Cowork — its new agentic feature for Microsoft 365 that automates calendar triage, meeting packets, and company research. The era of single-model loyalty is over. Read the full story →Deep Dive 2: The OpenAI Paradox — GPT-5.4 Drops as Users Flee OpenAI released GPT-5.4 — their most capable model yet, with a 1M token context window, 33% fewer factual errors, and autonomous Agent Mode. But 1.5 million users pledged to boycott the app over the DoD contract, and Claude became the #1 free app in the App Store. Read the full story →Deep Dive 3: Vibe Coding for Business — The New Bottleneck 63% of vibe coding users today are non-developers. Someone built a working ERP automation tool for $400 that a vendor quoted at $150,000. But 45% of AI-generated code fails security tests. The coding bottleneck is gone — and a harder one has taken its place. Read the full story → | Deep Dive →Quick Hits:Yann LeCun's AMI Labs raises $1.03B for "world models" — AI that learns from reality, not textAnthropic launches the Claude Marketplace with zero commissionGoogle closes its $32B acquisition of Wiz — its largest deal everSoftware stocks rebound: Oracle +10%, CEOs bet on proprietary data as the AI moat—Rogue Agents is built on human-curated content from The AI Enterprise newsletter. The reporting is human. The delivery is AI.Find us at rogueagents.io
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