Menlo’s latest enterprise AI report shows spending per company up nearly five times in a year, driven by agents. NLW breaks down ten key stats on frontier model demand, Anthropic’s rising market share, coding agent revenue, and whether AI is eating SaaS. In the headlines: AI stocks suffer the worst drawdown since 2020, Anthropic IPO doubts grow, and Meter reports AI-led research is accelerating.

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Max Kanat-Alexander (Developer Experience at Capital One) and Brian Houck (Distinguished Scientist at DX) co-authored the research behind CAFE(S), a framework that defines what high-quality context for AI agents looks like.

They join Ankit Jain, CEO of Aviator, in this live recording of The Hangar DX podcast to unpack it.

We’ll go through the five dimensions:
Clarity
Actionability
Fidelity
Efficiency
(Security).

We’ll also cover why the S sits in parentheses, and why context earned its own framework.

You'll also hear about how to put the framework in practice: what teams should avoid measuring for now and which signals to watch instead, which dimension to fix first if you can only fix one, and who owns context review once context is treated as an engineering artifact.

Welcome to IoT Coffee Talk, where hype comes to die a terrible death. We have a fireside chat about all things #IoT over a cup of coffee or two with some of the industry's leading business minds, thought leaders and technologists in a totally unscripted, non-AI affected and manipulated, organic format.

This week Debbie, Steve, Dimitri, Rob and Leonard jump on Web3 for a discussion about:

🎶 🎙️ BAD KARAOKE! 🎸 🥁 "Mean Street", Van Halen
🐣 (01:14) AMD in Depth and their leadership in CPUs for supercomputing!
🐣 (02:26) Best way to crash your portfolio - AI.
🐣 (04:13) Why we still have not figured out that data quality is important for AI.
🐣 (10:13) Filling the gaps in your data and knowledge with IoT and AI.
🐣 (12:25) The European fridge hack wake up call and a lesson in laziness.
🐣 (16:26) Why IoT supply chain and device trust can save humanity and economy.
🐣 (20:19) Crypto + prediction markets - a marriage made in hell.
🐣 (29:31) Why the question is more important than the model.
🐣 (30:18) The essential friction of human learning.
🐣 (33:22) Are prediction markets predictive?
🐣 (34:32) Why watering crops with Brawndo is the least of our concerns.
🐣 (38:49) The key to AI value is to recognize that AI is a tool not intelligence.
🐣 (45:35) Try to use your brain first before you use AI.
🐣 (47:34) Enjoy the chatbots while they are free.
🐣 (49:28) Big plans for AWS re:Invent and Godzilla!

AI SYNOPSIS:
The IoT Coffee Talk crew jokes about being the “number one” podcast, touches on AMD’s Epyc deep dive in Las Vegas, and reacts to stock market losses tied to the AI/semiconductor wave. They argue AI is only as good as curated, structured data and that gaps, labeling, ontology, and disciplined organization matter, with IoT positioned as a way to fill missing context via better sensing and standards (including a newly announced ISO standard for sharing equipment data). The discussion pivots to cyber incidents, including hacked refrigerators in Europe via manufacturer backdoors and how basic IoT monitoring could provide early warning, plus concerns about supply-chain risk and firmware analysis with AI. They also discuss crypto exchange risks (Binance), skepticism about AI’s real-world benefits versus hype, education impacts, “Jev” decision models, and the view that AI is a tool that requires human effort and discernment.

It's a great episode. Grab an extraordinarily expensive latte at your local coffee shop and check out the whole thing. You will get all you need to survive another week in the world of IoT and greater tech!

Tune in! Like! Share! Comment and share your thoughts on IoT Coffee Talk, the greatest weekly assembly of Thinkers 360 and CBT tech and IoT influencers on the planet!!

If you are interested in sponsoring an episode, please contact Stephanie Atkinson at Elevate Communities. Just make a minimally required donation to www.elevatecommunities.org and you can jump on and hang with the gang and amplify your brand on one of the top IoT/Tech podcasts in the known metaverse!!!

Take IoT Coffee Talk on the road with you on your favorite podcast platform. Go to IoT Coffee Talk on Buzzsprout, like, subscribe, and share: https://lnkd.in/gyuhNZ62