Software Defined Talk

Episode 505: There Could be Extra Innings


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This week, we discuss cloud’s never-ending “early innings,” OpenAI Canvas vs. Gemini, and Dell’s RTO reversal. Plus, is there such a thing as too much optimism?

Watch the YouTube Live Recording of Episode 505

Runner-up Titles
  • Fastball to the head
  • Not enough AI eggs
  • Toxic Positivity
  • Rundown
    • Cote’s Early Innings Research
      • Slides and stream recording of presenting it at cfgmgmtcamp 2025
      • Cloud Revenue
        • Microsoft Q2 cloud revenue falls short of expectations, sending the stock lower
        • Alphabet shares drop as much as 9% on revenue miss, soaring AI investments
        • Google parent Alphabet’s earnings disappoint Wall Street amid stiff AI competition
        • DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts
        • DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts
        • Dell RTO Timeline
          • Aug 2020: Dell: 60% of our people won't be going back into an office regularly
          • March 2024: ****Dell says remote workers must go hybrid if they want any hope of a promotion
          • Jan 2025: Dell ends hybrid work policy despite remote work pledge
          • 5 Signs Your Optimism Is Hurting Your Team
          • Relevant to your Interests
            • Jack Dorsey’s Block has an AI agent too
            • Can We Build a Five Gigawatt Data Center?—Asterisk
            • Purely AI-generated art can’t get copyright protection, says Copyright Office
            • 'Everything I Say Leaks,' Zuckerberg Says in Leaked Meeting Audio
            • What Elon Musk should learn from Larry Ellison
            • DOGE, Software, and Government
            • DOJ sues to block HP Enterprise from buying Juniper Networks
            • Mark Zuckerberg to employees in leaked all-hands meeting: ‘buckle up’
            • There’s Something Very, Very Wrong With Tech Today.
            • Microsoft Enforces Tougher Layoff Rules: No Severance, Immediate Termination
            • Apple reportedly gives up on its AR video glasses project
            • uBlock Origin is dead for Chrome, but ad blockers live on
            • Add F*cking to Your Google Searches to Neutralize AI Summaries
            • Palantir soars 24% to record high as AI powers strong earnings and guidance
            • 'Eternal' 5D memory crystal capable of storing 360 TB of data for billions of years now holds a full human genome
            • AI Company Asks Job Applicants Not to Use AI in Job Applications
            • OpenAI's nightmare: Deepseek R1 on a Raspberry Pi
            • Why Chinese AI has stunned the world
            • Why the AI world is suddenly obsessed with a 160-year-old economics paradox
            • OpenAI Furious DeepSeek Might Have Stolen All the Data OpenAI Stole From Ue
            • Exposed DeepSeek Database Revealed Chat Prompts and Internal Data
            • Gurman: Apple is launching new iCloud service as soon as this week, codenamed "Confetti" - 9to5Mac
            • Nonsense
              • Funny note from JP Morgan Analyst about Tesla
              • Waffle House is passing along the sky-high cost of eggs to diners with a 50-cent surcharge
              • Optimized Charging
              • Listener Feedback
                • ChatGPT Explains the difference between ‘.bashrc` and .bash_profile
                • Optimized Charging
                • Conferences
                  • Civo Navigate North America, San Francisco, Feb 10-11, 2025
                  • DevOpsDayLA at SCALE22x, March 6-9, 2025, discount code DEVOP
                  • VMUG NL, March 12th, Coté speaking.
                  • DevOpsDays Chicago, March 18th, 2025.
                  • SREday London, March 27-28, Coté speaking. 10% with code LDN10.
                  • Monki Gras, London, March 27-28, Coté speaking.
                  • Cloud Foundry Day US, May 14th, Palo Alto, CA
                  • NDC Oslo, May 21-23, speaking.
                  • KubeCon EU, April 1-4, London.
                  • SDT News & Community
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                    • Book offer: Use code SDT for $20 off "Digital WTF" by Coté
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                    • Recommendations
                      • Brandon: Blackstone Griddle
                      • Matt: The Flaming Lips Live
                      • Coté:
                        • ChatGPT Canvas
                        • Couches (direct link).
                        • Photo Credits

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