AWS shipped Lambda MicroVMs, Firecracker-based sandboxes that snap back to life in milliseconds, and AJ cannot figure out who they're actually for. The pricing charges you two to three times more than it charges AWS' own services built on top of it, which is a choice. Matthew explained why CloudFormation Express Mode breaks a fundamental contract CFN has held since day one: it reports a stack as done before the resources are actually available, and disables rollback by default. Danielle brought actual good news: Cloudflare's temporary accounts let agents deploy and test without ever touching your credentials, which Matthew promptly called growth hacking. Chris covered AWS WAF's new AI traffic monetization. Publishers can now charge crawlers per request instead of just blocking them. AJ called it too little too late. And Gunnar made the case that Microsoft and AWS launching billion-dollar forward-deployed engineering programs is basically an admission that enterprise AI adoption is stuck and the tools don't work without hand-holding.
Burst Mode: Claude Sonnet 5 is "available" on Bedrock in the sense that Danielle got an AccessDeniedException and was told to call sales. Matthew on IAM Identity Center finally getting programmatic access: what took so long? AJ on Anthropic renegotiating with Amazon to token-based pricing and what that means as open-weight models close the gap. Chris was at the AWS DC Summit when the Secretary of Energy got roundly booed for claiming AI data centers won't materially impact energy consumption. And Gunnar on a paper showing that multi-agent teams consistently underperform their smartest member. Not because of disagreement. Because of dilution.
TIMESTAMPS
Main topics
0:00 - Cold open
0:52 - Lambda MicroVMs (AJ)
14:05 - CloudFormation / CDK Express Mode (Matthew)
25:01 - Cloudflare Temporary Accounts (Danielle)
31:37 - AWS WAF AI Traffic Monetization (Chris)
39:06 - Microsoft Frontier Co. & AWS Forward Deployed Engineering (Gunnar)
Burst Mode
49:07 - Burst Mode
49:30 - Claude Sonnet 5 on Bedrock: "available" (Danielle)
51:13 - IAM Identity Center programmatic access (Matthew)
52:21 - Anthropic / Amazon token pricing renegotiation (AJ)
55:10 - AWS DC Summit: Secretary of Energy gets booed (Chris)
58:17 - Multi-agent systems underperform their best member (Gunnar)
LINKS
Lambda MicroVMs: https://aws.amazon.com/lambda/lambda-microvms/
CloudFormation / CDK Express Mode: https://aws.amazon.com/about-aws/whats-new/2026/06/aws-cloudformation-cdk/
Cloudflare Temporary Accounts: https://blog.cloudflare.com/temporary-accounts/
AWS WAF AI Traffic Monetization: https://aws.amazon.com/blogs/aws/aws-waf-adds-ai-traffic-monetization-capability-to-help-content-owners-charge-ai-bots-for-content-access/
Microsoft Frontier Co.: https://blogs.microsoft.com/blog/2026/07/02/microsoft-frontier-company-ai-engineering-that-amplifies-and-protects-your-intelligence/
AWS Forward Deployed Engineering: https://aws.amazon.com/blogs/apn/introducing-forward-deployed-engineering-for-partners-winning-the-future-of-enterprise-ai/
The Register on AI bubble concerns: https://www.theregister.com/ai-and-ml/2026/07/06/even-banks-and-hyperscalers-are-now-sounding-the-alarm-about-the-ai-bubble/5266123
Claude Sonnet 5 on Bedrock: https://aws.amazon.com/blogs/machine-learning/introducing-claude-sonnet-5-on-aws-anthropics-most-capable-sonnet-model/
IAM Identity Center programmatic access: https://aws.amazon.com/about-aws/whats-new/2026/06/aws-iam-identity-center-account-access-customer-managed-apps/
Anthropic / Amazon token pricing: https://thenextweb.com/news/amazon-anthropic-token-pricing-openai-alternative
Multi-agent systems paper: https://arxiv.org/abs/2602.01011
HOSTS
Gunnar Grosch: https://gunnargrosch.com
Danielle Heberling: https://danielleheberling.xyz
AJ Stuyvenberg: https://aaronstuyvenberg.com
Matthew Bonig: https://matthewbonig.com
Chris Williams: https://mistwire.com
Follow the show: https://yellsatcloudpod.com
