Techstrong Gang - 11/24/2025

Alan, Mike, Jack Poller, Ira Winkler, Jeff Reich and Chris Short discuss the odds that demand for agentic artificial intelligence (AI) will be realized to the point that justifies current investment levels in infrastructure.
Then the gang takes a look at the degree to which AI is about to transform cybersecurity—for better or worse—before diving into why the European Union (EU) is investigating Amazon Web Services (AWS) and Microsoft.