Episode 213: The inglorious cloud basterds

Episode 213: The inglorious cloud basterds

We discuss weird speculation that Google Cloud would buy Salesforce. It seems like bullshit, mostly, but it gives us a good jumping off point to talk cloud strategy. Also, Coté talks about being part of the VMware Tanzu team, how kubernetes could become the white box of the PC market (this is a good thing), that being #3 in a market is probably just fine, and we discuss poisoning-by-bread.

Mood board:

  • This is a New Year’s resolution we can all get behind: it’s time to just give up on some stuff.
  • Man, this coffee is bad.
  • Carbohydrate Coté is angry.
  • Coté gets his birthday wrong.
  • You’re really just pretty negative.
  • Our man in Tanzu-land Cotem.
  • After the headline, that article didn’t need to be written more.
  • I’m not going to get into it, so here I go.
  • The Turn the hydra head into a nanny acquisition strategy.
  • Man, I should have just started with the bread.
Relevant to your interests
  1. Tanzu Coté - VMware completes $2.7 billion Pivotal acquisition.
  2. Google buying Salesforce acid-dream - Google could acquire Salesforce and spin out its cloud business to catch up to Amazon and Microsoft, analyst predicts
    • ServiceNow!
    • Sort of examples the vagueness of Google’s Cloud Corporate Strategy.
    • Drunk under a lamp post M&A click-bait strategy.
  3. “We only want to be #1 and #2 in a market.”
    • Known fix: just redefine your market so you’re number one or number two.
    • Share price premium for # 1 or #2 in the market.
    • Pay people cheaper than you get paid to do things fallacy.
  4. Google 2023 deadline for Google Cloud to beat Amazon.
Things we didn’t get to Sponsors

Arrested DevOps Podcast:
Arrested DevOps is hosted by Matt Stratton, Trevor Hess, and Bridget Kromhout. All the hosts are active in the DevOps community and they help put on DevOps days all over the world. So what are you waiting for you can subscribe today by searching for “Arrested DevOps” in you favorite podcast app or by visiting https://www.arresteddevops.com/.

Conferences, et. al. SDT news & hype Recommendations

Ourto: “I love bread,” Parry Gripp.

Jaksot(513)

Episode 566: The code is actually kinda useless

Episode 566: The code is actually kinda useless

The code is actually kinda useless This week, we discuss the Claude Code leak, locking down coding agents, and the Axios supply chain attack. Plus, Coté considers breaking up with his Gmail address o...

3 Huhti 1h

Episode 565: Field Engineering is the YOLO team

Episode 565: Field Engineering is the YOLO team

This week, we discuss big bets gone wrong, OpenAI buying the Python toolchain, and Claude's favorite tools. Plus, how fast should AI agents ship bug fixes? Watch the YouTube Live Recording of Episode...

27 Maalis 1h 3min

Episode 564: New Token Machines

Episode 564: New Token Machines

This week, we discuss NVIDIA GTC, token machines, token budgets, and an AWS outage that may or may not involve AI. Plus, Matt reviews The Wizard of Oz at The Sphere. Watch the YouTube Live Recording ...

20 Maalis 54min

Episode 563: Claude Camp

Episode 563: Claude Camp

This week, we discuss Claude Code for non-coders, automating newsletters and status reports, and AI tax prep. Plus, Coté finds unexpected joy in a coding assistant. Watch the YouTube Live Recording o...

13 Maalis 1h 10min

Episode 562: Bureaucracy: Still Unsolved

Episode 562: Bureaucracy: Still Unsolved

This week. we discuss Claude Code's momentum, Cursor's identity crisis, and the SDLC's uncertain future. Plus, Coté finally explains how Markdown is destroying the economy. Watch the YouTube Live Rec...

6 Maalis 1h 6min

Episode 561: Two Guys and Their Tokens

Episode 561: Two Guys and Their Tokens

This week, we discuss AI-assisted COBOL migrations, the OpenClaw Foundation, and AI killing Office. Plus, is TSA PreCheck Touchless the peak of airport efficiency? Watch the YouTube Live Recording of...

27 Helmi 1h

Episode 560: You Can Feel It Coming

Episode 560: You Can Feel It Coming

This week, we discuss personal AI hype cycles, bottoms-up adoption, and "The Modern Stack" simplifying cloud. Plus, thoughts on new cars and the dogs that ride in them. Watch the YouTube Live Recordi...

20 Helmi 1h 11min

Episode 559: A series of OODA loops

Episode 559: A series of OODA loops

This week, we discuss the future of SaaS, OpenAI vs. Anthropic strategies, and cloud capex. Plus, when will you let an AI book your flights? Watch the YouTube Live Recording of Episode 559 Runner-up...

13 Helmi 1h 10min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
ostan-asuntoja-podcast
rss-rahamania
rahapuhetta
rss-laakispodi
rss-sisalto-kuntoon
herrasmieshakkerit
rss-lahtijat
rss-bisnesta-bebeja
rss-seuraava-potilas
inderespodi
rss-sami-miettinen-neuvottelija
leadcast
timanttia-hiomassa
rss-kohti-unelmia
rss-juurisyy-johtamisesta-kilpailuetua
rss-porssipodi