Software Defined Talk30 Jan 2017

Episode 86: Life after artisanal pork rinds (i.e. tech M&A), CostCo Down Under

With a flurry of M&A over the past few weeks, we discuss some of the more popular ones: AppDynamics, Trello, and Apiary. These kind of buys are all about what the acquirer plans to do with the new “asset” and the financial health of the company being acquired. We discuss these recent acquisitions, including who the “losers” are. Also, the low-down on CostCo in Australia!

Mid-roll

Coté: I’m speaking at DevOpsDays Charlotte, day two keynote, I think. Use the code SDT to get 25% off!
Matt:
Coté: much self-promotion to catch up on: I’m writing more “original content” on my blog, and plan to write more; subscribe to my newsletter for a round-up of stuff I blog, sent out on Sunday night, will tweak more.
Also, in the “grim” vein, Coté reviews some books on "automation," which John Allspaw rightly says should be called "new technology," fair enough. The 1983 paper on automation and humans is a good read too.

CostCo field report: Australia

It’s great!
US: No need for a hot pizza sign holder.
US: Rayban Wayfarers are like $130 now!

AppDynamics files for IPO… Cisco says NOT SO FAST

IPO filing...
“Our revenues for the fiscal years ended January 31, 2014, 2015 and 2016 were $23.6 million, $81.9 million and $150.6 million, respectively”
Cisco
$3.7 billion, about a 14-17X multiplier

Atlassian Buys Trello for $425 Million

Oracle Buys Apiary

“API Integration Cloud”
Coté’s coverage, with plenty more links: small asset working on a $660m API management market.

BONUS LINKS! Not covered in show. HP Buys Stuff

You Know What DevOps Needs? An IEEE Standard

They’re working on it

Twitter

Google buying Fabric.
Facebook still king.

Do We Talk About Trump?

OpenStack Summits leaving the US
Red Hat, Microsoft, others making announcements against the Muslim ban
Coté says: these people are proven idiots. Don’t work with them.

Trump’s Twitter Moves Markets

Apparently he watches Fox and parrots their lines, so maybe someone at Fox is making a killing with “insider trading”?

RethinkDB: Why We Failed

Good read for how hard it is to crack the DB and OSS markets.
“In hindsight, two things went wrong – we picked a terrible market and optimized the product for the wrong metrics of goodness.”
Coté follow-up: be careful with TAM picking.

Yahoo is Altaba

Google’s AI Awakening

“How Google used artificial intelligence to transform Google Translate, one of its more popular services — and how machine learning is poised to reinvent computing itself.”
Extensive article on Google’s AI push from back in December

Alexa

Amazon’s OS
Also, there’s an estimated 24.5m of these voice things around.

ClusterHQ Shutting Down

Docker storage startup shuts down

Facebook’s 2016 Open Source Contributions

Open source continues to be great for recruiting (and probably code)

Google buys Twitter’s Fabric

CASH!

Bruce Sterling/Jon Lebkowsky “State of the World”

Always a good read

Recommendations

Brandon: RTIC 30oz Tumbler.
Matt:
Coté: big jar of green hatch! Get a 40! Also, how to feed three people with one bean.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(519)

Episode 572: The world isn’t curl

This week, we discuss how security gets sold to execs, where agentic coding and security collide, and Cloudflare vs. Datadog's diverging paths. Plus, Coté weighs in on sugar cookies. Watch the YouTub...

15 Mai 1h

Episode 571: The Enterprise Dunbar number

This week, we discuss AI labs driving cloud revenue, hyperscalers laying off instead of building, and kids defeating age verification. Plus, Brandon has too many thoughts on Workday. Watch the YouTub...

8 Mai 58min

Episode 570: The Enterprisification of Agents

This week, we discuss Google's enterprise agent stack, what makes an agent an agent, and AI's biggest critic. Plus, Coté wants better vision. Watch the YouTube Live Recording of Episode 570 Runner-u...

1 Mai 1h 10min

Episode 569: Agent Assimilation

This week, we discuss agents taking over at Google Cloud Next, Apple's new CEO, and Cursor getting acquired (sort of). Plus, Coté's e-waste has no exit strategy. Watch the YouTube Live Recording of E...

24 Apr 1h 6min

Episode 568: Claude Code, OpenAI Drama, and Is Anyone Still Using Backstage?

This week, we discuss Claude's harness, OpenAI's ongoing drama, and whether Backstage is still a thing. Plus, Coté gives up on the green screen. Watch the YouTube Live Recording of Episode 568 Runne...

17 Apr 1h 6min

Episode 567: Building Voice and Streaming Apps for the Enterprise with Alberto

Brandon interviews Alberto González, CTO of WebRTC.ventures, about building voice and streaming applications for the enterprise. They dig into how developers can integrate WebRTC into their apps, the ...

10 Apr 55min

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 Apr 1h

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