Live from VerkadaOne: Physical AI, Transportation, and Two Acquisitions

Lee Odess and Hilary Gallagher are live from VerkadaOne in Miami, where three years of announcements compounded into a single five-hour keynote. In this episode, they break down what actually mattered, why it wasn't really about any one product, and what it signals for where the industry is going.

They also cover the bigger moves from the week: Cobalt AI drawing a hard line between detection and judgment, ASSA ABLOY's acquisition of PACLOCK, and dormakaba's agreement to acquire Alliants in a way built around customer choice. Plus four standout articles from the community.

In this episode:

1. Why VerkadaOne felt more like a big-tech keynote than a security event

2. The compounding effect of three years of product rollouts landing at once 3. Standouts: a new transportation line, an entire sound system, Command connected to Claude, and Physical AI woven throughout

4. Leading with experience instead of spec sheets, and why that doesn't take an enormous budget

5. Cobalt AI's new "judgment layer" and what it means for GSOCs ASSA ABLOY + PACLOCK and the American-made manufacturing story

6. dormakaba's move to acquire Alliants and the theme of choice in the intelligence era Plus, four community submissions worth your time.