Software Defined Talk

Episode 532: Less Goofy. More Enterprise.

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This week, we discuss cloud earnings, what’s driving valuations, and why AWS says it’s still early innings for cloud. Plus, Coté does a deep dive on Shipley Donuts.

Watch the YouTube Live Recording of Episode 532

Runner-up Titles
  • Dangerous to do things in bed
  • Free Donut Holes
  • Dark Fiber
  • BET
  • A man can not believe anything that devalues their index funds.
  • They just open sourced last year’s homework.
  • It doesn’t use as many emdashes
  • Anchorman Vibes
    • Rundown
    • AI & Cloud Trends for July 2025
    • Cloud Earnings
      • Microsoft posts Q4 beat on top and bottom line on cloud, AI strength
      • Clouded Judgement 8.1.25 - The AI Operating Model
      • Richard Seroter's Architecture Musings
      • AI
        • OpenAI’s new waited model whatever
        • Simon Willson says local tool calling might be better
        • Exclusive: OpenAI Secures Another Giant Funding Deal
        • OpenAI has made $5.25 billion in 2025 so far, and Anthropic $1.5bn. In both cases, I have found a pattern of deceptive leaks of annualized revenues to suggest they're making far more.
          • Relevant to your Interests
          • How Olipop is sweetening the PTO deal for employees
          • Anaconda Secures $150M Funding, Hits $1.5B Valuation
          • Figma raises $1.2 billion, creating new playbook for going public in the summer
          • AI vs. AI: Prophet Security raises $30M to replace human analysts with autonomous defenders
          • API Simulation Reduces MCP Server, Microservices Overload
          • Google loses appeal in antitrust battle with Fortnite maker
          • Exclusive: More details emerge on how Windsurf’s VCs and founders got paid from the Google deal
          • OpenAI is teasing a GPT-5 release.
          • Cloud Software Group to Acquire Arctera
          • For the first time, OpenAI models are available on AWS | TechCrunch
          • Agents or Bots? Making Sense of AI on the Open Web
          • Three weeks after acquiring Windsurf, Cognition offers staff the exit door
          • Apple has now shipped 3 billion iPhones
          • Apple Growth Rebounds on Strength of iPhone 16 Line, China
          • Apple Earnings; Cook’s AI Comments; Apple’s AI Strategy, Redux
            • Nonsense
            • Microsoft’s Windows XP Crocs are no joke
              • Listener Feedback
              • JD recommends Charm
                • Conferences
                • SpringOne, Las Vegas, August 25th to 28th, 2025. See Coté’s pitch.
                • Explore 2025 US, Las Vegas, August 25th to 28th, 2025. See Coté’s pitch.
                • Wiz Capture the Flag, Brisbane, August 26. Matt will be there.
                • SREDay London, Coté speaking, September 18th and 19th.
                • Civo Navigate London, Coté speaking, September 30th.
                • Texas Linux Fest, Austin, October 3rd to 4th.
                • CF Day EU, Frankfurt, October 7th, 2025.
                • AI for the Rest of Us, Coté speaking, October 15th to 16th, London.
                  • SDT News & Community
                  • Join our Slack community
                  • Email the show: [email protected]
                  • Free stickers: Email your address to [email protected]
                  • Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky
                  • Watch us on: Twitch, YouTube, Instagram, TikTok
                  • Book offer: Use code SDT for $20 off "Digital WTF" by Coté
                  • Sponsor the show: [email protected]
                    • Recommendations
                    • Brandon: CalDigit TS4.
                    • Coté:
                      • Sunday roast at Mount St. Restaurant, London.
                      • Internal developer platform marketing series: part one, part two, and part three.

                        • Photo Credits

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                          Software Defined TalkBy Software Defined Talk LLC
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