Software Defined Talk

Episode 371: What’s your TAM


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This week we do a deep dive into the Total Addressable Market of Cloud and discuss the rise of Cloudflare. Plus, details about the SDT Meetup in Austin on August 27th.

Runner-up Titles
  • “Have a good time at least once” is in my vacation OKRs
  • The podcast of the Slack
  • Analog Clocks
  • Digital Clock Native
  • Pretending to have a sidekick
  • The First Business Case for the Metaverse
  • I was a liberal arts major
  • The TAM Episode
  • Rundown
    • Cloud Earnings
      • Clouded Judgement 7.29.22
      • Amazon says cloud-computing revenue rose 33%, topping Wall Street estimates
      • 60% of Amazon's net revenue growth YoY was AWS.
      • AWS continues to show strength, but there are a few things to watch out for
      • Gartner Forecasts Worldwide IT Spending to Grow 3% in 2022
      • How Cloudflare emerged to take on AWS, Azure, and GCP
      • Relevant to your Interests
        • Apple beats on revenue and profit, expects growth to accelerate despite 'pockets of softness'
        • Instagram walks back its changes
        • Meta posts its first-ever quarterly revenue decline
        • Why Kylie is mad at Instagram?
        • There is a path to replace TCP in the datacenter
        • CHIPS for America Acte
        • JetBlue agrees to buy Spirit for $3.8B. It would create the 5th largest U.S. airline
        • The pandemic impulse purchases we grew to hate
        • AMD and Nvidia leaks show we are drunk on power, and the hangover is going to be brutal
        • Intel To Wind Down Optane Memory Business - 3D XPoint Storage Tech Reaches Its
        • On the huge importance of non-tech roles in Open Source: Empirical study on NPM - Livable Software
        • VMware Fusion beta joins Parallels in supporting Windows VMs on Apple Silicon
        • Apple Arcade finally got the boost it needed
        • Apple Nabs Key Lamborghini Executive to Work on Its Electric Car
        • IBM board of directors investigates sales fraud claims
        • Apparently Linus Torvalds is using an M2 Mac?
        • Oracle Cuts Workers in US Customer Experience Unit
        • Gmail gets a new look and tighter intergration to celebrate 18 years of service
        • Uber reports positive cash flow for first time
        • Pinterest shares surge after Elliott discloses it is the largest shareholder
        • How Kubernetes Reinvented Virtual Machines (in a good sense)
        • Former VMware Star Sanjay Poonen Becomes CEO Of Cohesity
        • Thoma Bravo picks up Ping Identity for $2.8B in an all-cash deal
        • Software Is No Longer Eating The World
        • GitLab plans to delete dormant projects from free accounts
        • Raspberry Pi Zero vs MangoPi MQ Pro Benchmarks
        • Highest. Close. Ever. - All Star Charts
        • Should I Stay or Should I Go
        • Nonsense
          • Murder Hornets get new name
          • An Australian Artist Pulled a Pickle from a McDonald’s Cheeseburger and Slapped It on a Gallery's Ceiling. Now It Costs $6,200
          • MAKRO | Microsoft Excel Stream Highlights 3/19
          • British Airways suspends the sale of short-haul flight tickets from Heathrow
          • Sponsors
            • Teleport — The easiest, most secure way to access infrastructure.
            • Listener Feedback
              • Slack is increasing prices, changing how its free plan works
              • What is DevRel? — Cloudcast Podcast
              • Good discussion on changing jobs in SDT Slack
              • Conferences
                • Register for the SDT Austin Meetup August 27th at 6:30 PM ****
                • DevOpsDays DFW, August 24-25, 2022 - Coté speaking, along with John Willis, Andrew Shafer, and friends
                • VMware Explore 2022, August 29 – September 1, 2022 - Coté’s pitch.
                • SpringOne Platform, SF, December 6–8, 2022
                • THAT Conference Texas Call For Counselors Jan 16-19, 2023
                • SDT news & hype
                  • Join us in Slack.
                  • Get a SDT Sticker! Send your postal address to [email protected] and we will send you free laptop stickers!
                  • Follow us on Twitch, Twitter, Instagram, LinkedIn and YouTube.
                  • Use the code SDT to get $20 off Coté’s book, Digital WTF, so $5 total.
                  • Become a sponsor of Software Defined Talk!
                  • Recommendations
                    • Brandon: Ambulance and The Terminal List
                      • Ringer Podcast: ‘The Gray Man’ and the Top 10 Trash Special Ops Movies
                      • Matt: Jabulani Challenge
                        • City2Surf
                        • Coté: Vienna. Specifically: 12 Bruegels, old movies at old cinemas, Miznon.
                        • Photo Credits

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