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(513)

Episode 534: Capitalism is working

Episode 534: Capitalism is working

This week, we discuss the US backing Intel, SaaS staying power, and AI’s impact on deep work. Plus, Matt Ray’s moving tips and more kolache talk in the after show. Watch the YouTube Live Recording of...

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Episode 533: It’s a Type 2 Kolache

Episode 533: It’s a Type 2 Kolache

This week, we discuss GPT 5.0, the emerging AI ecosystem, and why TAM is basically a bedtime story for investors. Plus, Coté serves up a masterclass on kolaches. Watch the YouTube Live Recording of E...

15 Elo 20251h 6min

Episode 532: Less Goofy. More Enterprise.

Episode 532: Less Goofy. More Enterprise.

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 o...

8 Elo 20251h 6min

Episode 531: YAYAML

Episode 531: YAYAML

This week, we discuss the AI hype cycle, Astronomer’s viral moment, and yet another YAML flavor — KYAML. Plus, private equity is coming for your donuts. Watch the YouTube Live Recording of Episode 53...

1 Elo 202559min

Episode 530: His proper name is Sasquatch

Episode 530: His proper name is Sasquatch

This week, we cover AI going rogue, Cloudflare declaring independence, and the secure container craze. Plus, Matt bravely judges 9 new emoji. Watch the YouTube Live Recording of Episode 530 Runner-u...

25 Heinä 202547min

Episode 529: Windsurf, AI Agents, and Kiro

Episode 529: Windsurf, AI Agents, and Kiro

This week, we discuss Windsurf being acquired (again), how much AI agents really help with coding, and AWS launching Kiro. Plus, Matt attempts to design a new closet. Watch the YouTube Live Recording...

18 Heinä 202547min

Episode 528: You can’t spell Clippy without CLI

Episode 528: You can’t spell Clippy without CLI

This week, we discuss the return of command line tools, Kubernetes embracing VMs, and the steady march of Windows. Plus, thoughts on TSA, boots, and the “old country." Watch the YouTube Live Recordin...

11 Heinä 20251h 9min

Episode 527: Victor Adossi on WebAssembly

Episode 527: Victor Adossi on WebAssembly

Brandon interviews Victor Adossi, an engineer at Cosmonic. They discuss the state of WebAssembly, wasmCloud, and why Wasm is poised for growth. Plus, Victor shares what it’s like to live as an expat i...

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