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 bedFree Donut HolesDark FiberBETA man can not believe anything that devalues their index funds.They just open sourced last year’s homework.It doesn’t use as many emdashesAnchorman VibesRundown
AI & Cloud Trends for July 2025Cloud EarningsMicrosoft posts Q4 beat on top and bottom line on cloud, AI strengthClouded Judgement 8.1.25 - The AI Operating ModelRichard Seroter's Architecture MusingsAIOpenAI’s new waited model whateverSimon Willson says local tool calling might be betterExclusive: OpenAI Secures Another Giant Funding DealOpenAI 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 employeesAnaconda Secures $150M Funding, Hits $1.5B ValuationFigma raises $1.2 billion, creating new playbook for going public in the summerAI vs. AI: Prophet Security raises $30M to replace human analysts with autonomous defendersAPI Simulation Reduces MCP Server, Microservices OverloadGoogle loses appeal in antitrust battle with Fortnite makerExclusive: More details emerge on how Windsurf’s VCs and founders got paid from the Google dealOpenAI is teasing a GPT-5 release.Cloud Software Group to Acquire ArcteraFor the first time, OpenAI models are available on AWS | TechCrunchAgents or Bots? Making Sense of AI on the Open WebThree weeks after acquiring Windsurf, Cognition offers staff the exit doorApple has now shipped 3 billion iPhonesApple Growth Rebounds on Strength of iPhone 16 Line, ChinaApple Earnings; Cook’s AI Comments; Apple’s AI Strategy, ReduxNonsense
Microsoft’s Windows XP Crocs are no jokeListener Feedback
JD recommends CharmConferences
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
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