RIA Weekly

This week, we revisit our 2021 Intel CEO predictions, discuss Hyperscaler AI investment concerns and debate LinkedIn content. Plus, which products could thrive if Google were broken up? Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=q6rXxIXc1Us) 480 (https://www.youtube.com/watch?v=q6rXxIXc1Us) Runner-up Titles New camera, dog is still here Teenagers can put away some meat We operated at a loss last year because of BBQ Dog ate your Internet Getting out of a Zoom Under the couch data center Excuse me can I plug in my Satellite Dish A lot of 86-stuff You shouldn’t be AI-ing that much Out of tokens, again Never bet against inertia Home of Markdown One cord, all power. Rundown Looking back at Intel Predicatons SDT Episode 281 (https://www.softwaredefinedtalk.com/281) Gaudi processors & Intel's AI portfolio (https://changelog.com/practicalai/281) How chip giant Intel spurned OpenAI and fell behind the times (https://finance.yahoo.com/news/chip-giant-intel-spurned-openai-110138000.htm

This week, we discuss what people buy for Kubernetes, the latest cloud earnings, enterprise product management, and health records coming to apps. Plus, why I-95 is the most important U.S. interstate. Watch the YouTube Live Recording of Episode 479 (https://www.youtube.com/watch?v=d81zRf3erSA) Runner-up Titles Eat some sausages I can’t eat good cheese Certified Thought Leader Rundown What people buy for Kubernetes (https://newsletter.cote.io/p/what-people-buy-for-kubernetes?utm_source=post-email-title&publication_id=50&post_id=147369016&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email) Exploring the State of Cloud Native App Platforms and VMware Tanzu (https://www.linkedin.com/events/7217250057580892160/comments/) Clouded Judgement 8.2.24 - Uncertainty Everywhere (https://cloudedjudgement.substack.com/p/clouded-judgement-8224-uncertainty?utm_source=post-email-title&publication_id=56878&post_id=147253899&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=t

This week, we discuss Meta making Llama "open source," Microsoft (over)investing in AI, and AWS doing some spring cleaning. Plus, a lightning round and lamenting the end of Southwest Airlines' open seating. Watch the YouTube Live Recording of Episode 478 (https://www.youtube.com/watch?v=gaiUufwNdU4) Runner-up Titles Meat in pastry Llama in sheep’s clothing Cookies again Joining the ranks of the rank I don’t like it, but I like the things he said Rug pull source Where is the source for legless VR? Be quiet and do your job They’re all ruthless Rundown Southwest Airlines is getting rid of open seating (https://www.cnn.com/2024/07/25/investing/southwest-airlines-assigned-seats/index.html) Meta Open Source AI Is the Path Forward (https://about.fb.com/news/2024/07/open-source-ai-is-the-path-forward/) Try Llama (https://www.meta.ai/?utm_source=llama_meta_site&utm_medium=web&utm_content=Llama_nav&utm_campaign=July_moment) Meta Sales Surpass Estimates on Advertising Growth; Shares Jump (https://www.bloomberg.com/news/

This week, we discuss the CrowdStrike outage, FinOps data exports, and the state of open-source forks. Plus, Matt shares some exciting exclusive news about his future! Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=hYoFk0K_XpI) 477 (https://www.youtube.com/watch?v=hYoFk0K_XpI) Runner-up Titles Matt Ray Explains Channel File 291 Documenting CYA An intern did it Default lifestyle strikes again All the Nelson GIFs Rundown CrowdStrike Huge Microsoft Outage Linked to CrowdStrike Takes Down Computers Around the World (https://www.wired.com/story/microsoft-windows-outage-crowdstrike-global-it-probems/) 12-hour timelapse of airline traffic after what was likely the biggest IT outage in history (https://x.com/US_Stormwatch/status/1814268813879206397) Flights grounded and offices hit as internet users face disruptions (https://apnews.com/live/internet-global-outage-crowdstrike-microsoft-downtime) TODAY (@TODAYshow) on X (https://x.com/TODAYshow/status/1814266372882391523?ref_src=twsrc%5Ego

This week, we discuss Google possibly buying Wiz, why "meta work" leads to too many meetings, and why it took forty years to get spell check in Notepad. Plus, we share some thoughts on enjoying your vacation. Watch the YouTube Live Recording of Episode 476 (https://www.youtube.com/watch?v=xsf8ZV0y2cI) Runner-up Titles Enjoy the time Everyone can get a beef rib at this year’s club. We also need to go over your summariztion prompt, because mine is dog shit right now. Make your own happiness Grand unified theory of food - every culture has a tortilla and an empanada. “Platform” is the new “Suite.” A robust NO Answer Writing a book report Failure by lack of airport ads. What is you five dollar chicken I write to figure out what I am thinking Rundown There's a lot of private cloud out there (https://newsletter.cote.io/p/theres-a-lot-of-private-cloud-out?utm_source=post-email-title&publication_id=50&post_id=146459324&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email) Google nea

This week, we discuss Mary Meeker's AI & Universities report, the CD Foundation's State of CI/CD Report, and share a few thoughts on DevRel. Plus, Coté gets fiber and is forced to watch soccer. Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=uV1ppy88kwg) 475 (https://www.youtube.com/watch?v=uV1ppy88kwg) Runner-up Titles If not better, at least the same. The enterprise software buyer’s lament. Order tokens at fantastical speeds. They think I am an idiot Cherry pick it from a survey The Demo Matters Rundown Mary Meeker’s new report AI and Universities (https://www.bondcap.com/reports/aiu) State of CI/CD Report 2024 - CD Foundation (https://cd.foundation/state-of-cicd-2024/?utm_source=cote&utm_content=30pctvcs) 70% of people hadn't checked their code in for 12 months (https://twitter.com/cote/status/1810279223946334292) Relevant to your Interests Opinion | The Blue-State Wealth Exodus Continues (https://apple.news/AP-Z9HB9_T4iZwJdA75Q0Vw) How Apple used Google's help to train its AI

This week, we explore the reasons behind the slowdown in DevOps adoption, compare open-source and proprietary foundation models, and discuss how AI might simplify CI/CD implementation. Additionally, Matt takes on an Australian history quiz. Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=5xmarzk5aw8) 474 (https://www.youtube.com/watch?v=5xmarzk5aw8) Runner-up Titles No silver bullets If you aspire for nothing, you’re done. We can hang out with the boulder at the bottom Who owns the black box You have to want to put in the effort Anyone on the bleeding edge is going to bleed Rundown A Eulogy for DevOps (https://matduggan.com/a-eulogy-for-devops/) DevOps Isn't Dead, but It's Not in Great Health Either (https://thenewstack.io/devops-isnt-dead-but-its-not-in-great-health-either/) The InfraRed Report from Redpoint (https://www.redpoint.com/infrared/report/) Dan Davies Explains Why Accountability Sinks Are Everywhere Now (https://www.bloomberg.com/news/articles/2024-07-01/dan-davies-exp

This week, we discuss the 5 key trends from Bessemer’s State of the Cloud 2024 report. Plus, Matt makes a stock pick for the next 10 years! Runner-up Titles Is it named after Hootie and the Blowfish? Prepaying for your bad behavior You have a thought piece, we’re gonna think about it The Footloose Soundtrack Rundown Amazon Hits $2 Trillion Market Value as AI Frenzy Fuels Rally (https://www.bloomberg.com/news/articles/2024-06-26/amazon-amzn-hits-2-trillion-market-value-as-ai-frenzy-fuels-rally) State of the Cloud 2024 (https://www.bvp.com/atlas/state-of-the-cloud-2024) The Real Reason Why Music Is Getting Worse (https://youtu.be/1bZ0OSEViyo?si=F_Yy7c1RYkXh-Iqd) Relevant to your Interests The short, happy reign of CD-ROM (https://www.fastcompany.com/91128052/history-of-cd-roms-encarta-myst) 1Password is simplifying setup on new devices and adding 'Recovery codes' (https://9to5google.com/2024/06/20/1password-recovery-code-sign-in-beta/) Apple is winning in financial services (https://www.axios.com/2024/06/20/app

This week, we discuss Forrester’s LLM Wave, Nvidia's Market Cap Dilemma, and why everything is code. Plus, Matt Ray explains more about Australian slang. Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=jfWDSWwjpPM) 472 (https://www.youtube.com/watch?v=jfWDSWwjpPM) Runner-up Titles Is pig latin American? The final boss for Duolingo The Corrections Episode You can always get it from the leader Frito Lay of Chips Everything is code Rundown Forrester has no idea what its talking about (https://www.threads.net/@aakashg0/post/C78Ob6MBYxv) Get it from Google (https://cloud.google.com/resources/forrester-wave-ai-foundation-models?hl=en). Nvidia Nvidia Earnings: Stock Rallies As AI Giant Reports 600% Profit Explosion, 10-For-1 Stock Split (https://www.forbes.com/sites/dereksaul/2024/05/22/nvidia-earnings-stock-rallies-as-ai-giant-reports-600-profit-explosion/?sh=18dffe2e4679) Nvidia: Short bets against stock top $34B (https://finance.yahoo.com/video/nvidia-short-bets-against-stock-14371755

This week, we discuss the AI Hype Cycle, Apple Intelligence and other announcements from WWDC. Plus, Coté concludes the episode by using as many phrases as possible from Taylor’s Urgent/Optimistic Meeting Matrix. Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=rz8EOYkfyps) 471 (https://www.youtube.com/watch?v=rz8EOYkfyps) Runner-up Titles Our dreams fell with the Berlin Wall I need two offers You Kids We are the rock eaters to Slack I mean, what else am I doing with my life? Rundown Apple Made Once-Unlikely Deal With Sam Altman to Catch Up in AI (https://www.bloomberg.com/news/articles/2024-06-05/why-is-apple-aapl-teaming-up-with-openai-both-companies-need-each-other) Apple WWDC 2024: the 13 biggest announcements (https://www.theverge.com/24171190/apple-wwdc-2024-biggest-announcements) iOS and iPadOS 18: The MacStories Overview (https://www.macstories.net/stories/ios-and-ipados-18-the-macstories-overview/) Blog - Private Cloud Compute: A new frontier for AI privacy in the cloud (

Matt interviews Paul Yuknewicz, Product Leader for Azure Serverless. They discuss Azure Functions, Dapr, WASM, and security. Plus, Matt explains rhyming Australian slang in the aftershow. Show Links Serverless Days Sydney (https://sydney.serverlessdays.io/) dapr.io (https://t.co/4skLywNAZq) Dapr integration with Azure Container Apps (https://learn.microsoft.com/en-us/azure/container-apps/dapr-overview) Paul is hiring a Principal Product Manager (https://jobs.careers.microsoft.com/global/en/job/1703452/Principal-Product-Manager) Contact Paul LinkedIn: Paul Yuknewicz (https://www.linkedin.com/in/paul-yuknewicz-50a91125/) Twitter: @paulyuki99 (https://twitter.com/paulyuki99) SDT News & Hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you free laptop stickers! Follow us: Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk),

Matt interviews Amanda K. Silver, Corporate Vice President in the Developer Division at Microsoft. They discuss the latest developments with Visual Studio Code, GitHub Copilot, and why developers only want to see live demos. Plus, some thoughts on tiny houses and Murphy beds vs. hammocks. Show Links visualstudio.com (https://t.co/QHl5wYlaUn) Contact Amanda LinkedIn: Amanda K. Silver (https://www.linkedin.com/in/amandaksilver/) Twitter: @amandaksilver (https://twitter.com/amandaksilver?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor) SDT News & Hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you free laptop stickers! Follow us: Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk), Instagram (https://www.instagram.com/softwaredefinedtalk/), Mastodon (https://hachyderm.io/@softwaredefinedtalk), BlueSky (https://bs

This week, we discuss Tanzu’s latest releases, Microsoft Build announcements, and the Raspberry Pi going public. Plus, thoughts on expense reporting systems and tablet kickstands. Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=odJjAKS4umk) 468 (https://www.youtube.com/watch?v=odJjAKS4umk) Runner-up Titles Coté's calendar style: quick to decline, slow to accept. Enterprise Software — Give it time and you’ll love it Thanks Clayton Williams Multi-size Monkey Phase There’s people I know “Yes, and” is now fully ironic Pop sockets are the future All out of tokens, going home You said Squawkbox Cote’ Rundown New at Tanzu: the Tanzu Platform (https://tanzu.vmware.com/content/blog/introducing-vmware-tanzu-platform) and Tanzu Data Services (https://tanzu.vmware.com/content/blog/vmware-tanzu-data-services-for-modern-apps) A PaaS on-top of Cloud Foundry (https://tanzu.vmware.com/content/blog/introducing-vmware-tanzu-platform) and (https://tanzu.vmware.com/content/blog/introducing-vmware-tanz

This week, we discuss ChatGPT-4o, Google I/O Announcements, the impact of AI on smartphones, and executive shuffling at OpenAI and Amazon. Plus, we share some thoughts on how to plan your wedding. Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=UBzblajcAUY) 467 (https://www.youtube.com/watch?v=UBzblajcAUY) Runner-up Titles Do what works Blame the children I had an alphanumeric pager in 1993 I like carrots Rundown A.I. Announcements Introducing GPT-4o (https://www.youtube.com/watch?v=DQacCB9tDaw) ‎Gemini Apps’ release updates & improvements (https://gemini.google.com/updates) Google I/O 2024 (https://io.google/2024/) Palace Intrigue Andy Jassy makes AWS leadership announcement (https://www.aboutamazon.com/news/company-news/leadership-update-aws-adam-selipsky-matt-garman?ck_subscriber_id=512840665) Ilya and OpenAI are going to part ways. (https://twitter.com/sama/status/1790518031640347056?s=46&t=zgzybiDdIcGuQ_7WuoOX0A) Sam Altman gracefully thanked his OpenAI cofounder who quit. T

This week, we discuss 451’s Generative A.I. Market Forecast, OpenAI launching a search engine and Apple’s new iPads. Plus, a look back at Microsoft’s acquiring Nokia. Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=ENsBkKFvDSU) 466 (https://www.youtube.com/watch?v=ENsBkKFvDSU) Runner-up Titles Coté is in a Dungeon Everything’s going to be different What would Stringer Bell say? Displacing Google Great Grammarly A room full of barking dogs A little bit of hustle porn. Over value activity A whole room with barking dogs Rundown Clouded Judgement 5.3.24 (https://cloudedjudgement.substack.com/p/clouded-judgement-5324-hyperscalers?utm_source=post-email-title&publication_id=56878&post_id=144188884&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email) OpenAI To Launch Search Engine (https://www.seroundtable.com/openai-to-launch-search-engine-37319.html) Perplexity.AI raises $250 million with $3B valuation (https://techcrunch.com/2024/04/23/perplexity-is-

This week, we discuss IBM's intent to acquire HashiCorp, the state of Open Source Businesses, and the (slow) adoption of Continuous Integration. Plus, some thoughts on the end of non-compete agreements. Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=JYXl62_VMX0) 465 (https://www.youtube.com/watch?v=JYXl62_VMX0) Runner-up Titles Extra Innings Later Innings Customer is always right, except for pricing Leave the party crying Put a price on it Rundown Hashi Introducing The Infrastructure Cloud (https://www.hashicorp.com/blog/introducing-the-infrastructure-cloud) HashiCorp unveils The Infrastructure Cloud, a unified platform for cloud Infrastructure and Security Lifecycle Management (https://www.globenewswire.com/news-release/2024/04/22/2866901/0/en/HashiCorp-unveils-The-Infrastructure-Cloud-a-unified-platform-for-cloud-Infrastructure-and-Security-Lifecycle-Management.html) IBM to Acquire HashiCorp, Inc. Creating a Comprehensive End-to-End Hybrid Cloud Platform (https://www.prnewswire

Coté interviews Jana Werner, Enterprise Transformation Lead EMEA, from Amazon Web Services (AWS). How can you start small changes to make big changes? That's the premise of Jana Werner's organization transformation card game. Sure, it's not really a "game," but each question is meant to help nudge management and executives a little closer to changing how they operate. Many of the ideas come from Amazon thinking, but many of the are also just the type of common sense that's too often uncommonly practiced. Coté interviews her about some of the cards, but, more importantly, the thinking, management philosophy, the life-style behind the cards. Show Links Coté mentioned a case study Jana did with Barry O'Reilly about Tesco Bank, here it is (https://drive.google.com/file/d/1VejBzjF2R7JV1TEvvbTtIN2cTynwxY9q/view). Appoint and empower a single threaded leader (https://www.linkedin.com/posts/janawerner1_in-phil-le-brun-my-post-last-week-we-shared-activity-7019653493850284033-6Iqv) Two way door decisions (https://ww

This week, we discuss OpenTofu’s response to Hashicorp, Salesforce potentially acquiring Informatica and the latest Kubernetes Market Size from IDC. Plus, when will Enterprise A.I. improve the DMV experience? Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=P7Yvt-NtjVc) 463 (https://www.youtube.com/watch?v=P7Yvt-NtjVc) Runner-up Titles The fun run was fun. You don’t have to pay for this, just glue it together with a couple of bash scripts. The Phish are biting Everything’s cool zone Words that rhyme with “acquisation” Maybe AI can find it The market for products that start with “K” I like hotdogs Don’t do the values, just the fun facts Rundown An Interview with Google Cloud CEO Thomas Kurian About Google’s Enterprise AI Strategy (https://stratechery.com/2024/an-interview-with-google-cloud-ceo-thomas-kurian-about-googles-enterprise-ai-strategy/) OpenTofu responds to Hashicorp Our Response to Hashicorp's Cease and Desist Letter | OpenTofu (https://opentofu.org/blog/our-response-to-h

This week, we discuss Matt Asay accusing OpenTufu of "lifting code" and recap the Google Next '24. announcements. Plus, we share some thoughts on camera placement and offer listeners a chance to get free coffee beans. Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=2VBJU8UdLOA) 462 (https://www.youtube.com/watch?v=2VBJU8UdLOA) Runner-up Titles Hey, I’m VP of Cables, not VP of Hubs. Well, I still have meetings. The Cote’ Experience ClosedTofu Our Cloud is Huge(tm) Rundown Matt Asay vs. OpenTofu OpenTofu may be showing us the wrong way to fork (https://www.infoworld.com/article/3714980/opentofu-may-be-showing-us-the-wrong-way-to-fork.html) OpenTofu vehemently disagrees with any suggestion that it misappropriated (https://twitter.com/opentofuorg/status/1776398008558493991?s=46&t=kiCCT8LlOOqj0WYcmUddTg) Matt Asay (https://x.com/mjasay/status/1776635226124632423?s=46&t=EoCoteGkQEahPpAJ_HYRpg) Follow up Tweet Bryan Cantrill (https://x.com/bcantrill/status/1775962870762844212) calls it

This week, we discuss Redis Relicensing, Progress acquiring MariaDB and Microsoft unbundling Teams. Plus, Coté shares his Top 10 Tech and Productivity Wish List for regulators. Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=CvLlXxJWlOE) 461 (https://www.youtube.com/watch?v=CvLlXxJWlOE) Runner-up Titles The Fork is a feature not a bug Relicensing: The path to Private Equity Is this Progress? Hot Antitrust Action Give it to Switzerland, they can hold our calendars Won’t someone think of the children? Cote’s airing of (Apple) grievances The deepest of pockets Fine-adjacent. Not complicated enough What’s it called when they plateau going down? Frankenstein Grand Theory of Open Source Business Models a large, wide portfolio of things that you’re vaguely aware of Mostly contrast Rundown Zuck Just Entered the Fediverse: Here’s What That Means (https://gizmodo.com/zuck-entered-fediverse-threads-heres-what-that-means-1851356849) Redis RIP Redis: How Garantia Data pulled off the biggest he