Episode 72: “Oh! Scurvy! Again.”

Episode 72: “Oh! Scurvy! Again.”

It's all fundings, divestitures, and acquisitions this week. Hashicorp gets some cash, HPE sells off it's software group to Micro Focus, and Google buys Apigee...plus Twitter acquisition rumors. Plus sentient carpets.

Listen above, subscribe to the feed (or iTunes), or download the MP3 directly.

With Brandon Whichard, Matt Ray, and Coté.

Show Notes Twitter going to sell:
  • The rumors
  • “I still think Alphabet makes for the most logical acquirer of Twitter”
  • Dark Horse: Apple.
  • Really Dark Horse: IBM.
This Week in Tech PE: HPE Spins off Software
  • They got divested
  • “HPE will be retaining tools that support the company’s cloud and infrastructure businesses but will be spinning off tools for application delivery management, big data, enterprise security, information management, governance and IT operations management.”
  • From what I know of HPE, this seems to be overlapping. I’d love a list of “stays vs. goes”
  • Q3 2017, and you thought Dell/EMC was slow
  • Where does this leave HP? Will they acquire more SW or stay a “systems” company.
  • It makes you realize how “small” their SW group was.
  • Coté’s notebook on this topic.
  • Also, Thoma Bravo says it gets, like, 20-45% returns on assets it takes private.
Mid-roll
  • Check out cote.io/promos for more - free books, free cloud time, etc.
  • Lead-gen free webinar with an actual, real customer talking about cloud and Pivotal Cloud Foundry. An analyst and Coté too.
  • Check out my Sep. column over on The Register, about ROI and shit for DevOps. I’m really desperate to answer this “question.” Put on some high-waders and check out the comments, leave some to go spice it up in that asylum.
  • For more DevOps awesomeness, join the Chef Community Summit, October 26th and 27th in Seattle, WA. This Open Space event provides a great opportunity to connect with the DevOps Community and Chef Engineers over two days of engaging sessions and hallway discussions. Bring your ideas, passion and excitement for Chef and DevOps to this highly interactive event.
  • Go to summit.chef.io to register for this awesome event and use the code PODCAST to get 10% off your ticket!
Google buying Apigee. The whole API Economy thing. Hashicorp Gets $24 million B-round Blogging is dead
  • Coté gets better views/reads in Medium than on his broke-dick blog. (Maybe about 80-100 RSS subscribers.)
  • This makes him sad and confused about what he should do.
BONUS LINKS! Not covered in show A16Z Not Best of the Best?
  • Clickbait
  • “Thought(sp?) it may fall short of some rivals, the company outperforms the average fund: Overall, its three funds have almost doubled their investment capital since inception.”
What’s Cisco Up To?
  • Our favorite Halo Effect company
  • What’s up with “software defined networking”? I was talking with someone recently and they posited that it’s
  • “dead-as-in-over-cause-all-the-big-cos-won.” Plus NSX does a lot (1,700 customers), right?
Short History of Open Source Forks Thoughts on Nano Windows Server 2016 Moving from Docker to Rocket Picks

Jaksot(512)

Episode 557: Moltbot Maximists

Episode 557: Moltbot Maximists

This week, we discuss Moltbot (née Clawdbot) taking over, Apple’s new AirTags, and finding Enterprise AI ROI. Plus, the tragic demise of the TV dinner. Watch the YouTube Live Recording of Episode 557...

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Episode 556: This Conversation is Hardened

Episode 556: This Conversation is Hardened

This week, we discuss the end of Cloud 1.0, AI agents fixing old apps, and Chainguard vs. Docker images. Plus, the mystery of Dutch broth is finally solved. Watch the YouTube Live Recording of Episod...

23 Tammi 1h 7min

Episode 555: After the Dream

Episode 555: After the Dream

This week, we discuss Gemini powering Siri, AWS’s biggest competitor, and AWS strategy choices. Plus, when should your next meeting actually start? Watch the YouTube Live Recording of Episode 555 Ru...

16 Tammi 1h 9min

Episode 554: The Alpha and The Omega

Episode 554: The Alpha and The Omega

This week, we discuss AI’s impact on Stack Overflow, Docker’s Hardened Images, and Nvidia buying Groq. Plus, thoughts on playing your own game and having fun. Watch the YouTube Live Recording of Epis...

9 Tammi 1h 12min

Episode 553: 2025 Year in Review

Episode 553: 2025 Year in Review

This week, we review our 2025 predictions, discuss the big stories, and speculate on 2026. Plus, Coté dives deep into the EU broth market. Watch the YouTube Live Recording of Episode 553 Runner-up T...

2 Tammi 1h 9min

Episode 552: Tech Strategy: Past, Present, Future

Episode 552: Tech Strategy: Past, Present, Future

This week, Brian Gracely joins to dissect strategic choices made by Broadcom, Docker, Netflix and Intel. Plus: The AI Bifurcation—are models commodities or product pillars? Rundown Licensing in VMw...

26 Joulu 20251h 16min

Episode 551: An Australian Documentary

Episode 551: An Australian Documentary

This week, we discuss Oracle’s AI vibes, Chainguard’s EmeritOSS, and GitHub’s pricing U-turn. Plus, a robust robot vacuum debate. Watch the YouTube Live Recording of Episode 551 Runner-up Titles I...

19 Joulu 20251h

Episode 550: Typeface Philosophy

Episode 550: Typeface Philosophy

This week, we discuss how Netflix is disrupting media, IBM’s Confluent acquisition, and Anthropic buying Bun. Plus, an important discussion on fonts and typography. Watch the YouTube Live Recording o...

12 Joulu 20251h 10min

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