This week, we discuss the ever expanding CNCF Landscape, bundling and unbundling, and the latest cloud earnings. Plus, some thoughts on soap dispensers in Europe vs. U.S.
Watch the YouTube Live Recording of Episode 454
Runner-up Titles
Are we streaming.I have the whole earth to roam, so I’m not going to get space madness.If you watch it long enough every movie represents all of life.The sound track to walking the dog.At least it’s open source.The Magic Quadrant of Fashion.I guess everyone’s cool?What pair of pants do I need?The AirPods Pro pocket.Go down the metaphor hole.I was eating steak, and now I’m eating OpenTofu.Not good, but good enough.The Metaphor HoleRundown
CNCF LandscapeBundling, Unbundling and Ensh*tification (Cloudcast Pod)EarningsMeta Beats Sales Forecast Estimates; Announces First DividendAmazon Projects Profit Topping Estimates on Further Cost CuttingClouded Judgement 2.2.24 - Cloud Giants Report Q4 '23Alphabet: Cloud ReboundsPlatformonomics - Follow the CAPEX: Cloud Table Stakes 2023 RetrospectiveRelevant to your Interests
Shift Happens: A book about keyboardsBroadcom's strategy ignores most VMware customersAllen Institute for AI releases ‘truly open source’ LLM to drive ‘critical shift’ in AI developmentOLMo - Open Language Model by AI2Threads is growing steadily with more than 130M monthly actives.Leaky Vessels: Docker and runc Container Breakout Vulnerabilities - January 2024From unicorns to unicorpses: Why billion-dollar startups and even VC firms keep implodingDell said to be preparing broad Return To Office mandateWeaveworks shuts downA Giant Reborn: Satya Nadella’s Decade as Microsoft CEOIs the $139 Amazon Prime Subscription Still Worth It?Everbridge Agrees to $1.5B Buyout Offer From Thoma BravoAdam Neumann Tries to Buy Back WeWorkNinjaOne Notches $1.9 Billion Valuation in Deal Led By IconiqYouTube TV says it has more than 8 million subscribersPivotal founder Rob Mee is back with a new startup.ESPN, Fox, WBD shake up media with plans for new sports streaming serviceArm shares surge 48% after SoftBank-controlled chip designer issues strong forecastSam Altman Seeks Trillions of Dollars to Reshape Business of Chips and AIDisney invests $1.5B in Epic Games, plans new “games and entertainment universe”Dynatrace hits $1.4 billion ARR, grabs logos from AppDynamics, aims to grow logs offeringGoogle and Yahoo Are Cracking Down on Inbox Spam. Don’t Expect Less Email Marketing.Cloudflare's crowd-sources another patent troll case victory(Almost) Every infrastructure decision I endorse or regret after 4 years running infrastructure at a startup2024 State of Internal Developer Portals | PortAmazon’s Cloud Crisis: How AWS Will Lose The Future Of ComputingYandex: The end of an era for Russia’s most innovative firmHow Mastodon made friends with MetaThe Vision ProMicrosoft Teams, Word, Excel, and more are coming to Apple’s Vision Pro at launchApple’s Vision Pro battery pack is hiding the final boss of Lightning cablesWhy Tim Cook Is Going All In on the Apple Vision Prothe thing no one will say about Apple Vision ProWorking in the Vision ProForgot Your Apple Vision Pro’s Passcode? You May Have to Take It Back to StoreTesla owners told not to wear Apple virtual reality headsets while drivingNonsense
Cynical book summariesH-E-B's North Texas impact starting to become clear across groceries, real estateThe 10 Best-Selling Vehicles in America in 2023One of Our Best Websites Died While No One Was LookingStanley Made Reusable Cups Huge. Now It Has to Make Them SustainableMost accurate video I’ve ever seenListener Feedback
Brian recommends Subprime Attention CrisisAndrew recommends the Amazon.com: Sink Soap DispenserConferences
SCaLE 21x/DevOpsDays LA, March 14th–17th, 2024 — Coté speaking, sponsorship slots available.KubeCon EU Paris, March 19–22 — Coté on the wait list for the platform side conference. Get 20% off with the discount code KCEU24VMWBC20.DevOpsDays Birmingham, April 17–18, 2024Executive dinner in Dallas that Coté’s hosting on March 13st, 2024.If you’re an “executive” who might want to buy stuff from Tanzu to get better at your apps, than register. There is also a Tanzu exec event coming up in the next few months, email Coté if you want to hear more about it.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: Twitch, Twitter, Instagram, Mastodon, BlueSky, LinkedIn, TikTok, Threads 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: Chamberlain Smart Garage ControlMatt: FLOSS Weekly Episode 769: OpenCost — We Spent How Much?Coté: chocolate covered dates at Tree of Dates.HeaderArtwork by Google Gemini
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