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

Episoder(512)

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 Mar 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 Mar 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 Mar 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 Mar 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 Feb 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 Feb 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 Feb 1h 10min

Episode 558: Tara Raj on Amazon Nova Act

Episode 558: Tara Raj on Amazon Nova Act

Brandon interviews Tara Raj, Senior Engineering Manager at the Amazon AGI Lab. They dive into her journey into the world of AGI, how Nova Act is streamlining complex workflows, and the steps to deploy...

6 Feb 46min

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
finansredaksjonen
utbytte
livet-pa-veien-med-jan-erik-larssen
pengesnakk
stormkast-med-valebrokk-stordalen
okonomiamatorene
morgenkaffen-med-finansavisen
liberal-halvtime
tid-er-penger-en-podcast-med-peter-warren
rss-politisk-preik
lederpodden
rss-pa-konto
rss-fa-makro