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

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 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 Atlassian Buys Trello for $425 Million Oracle Buys Apiary BONUS LINKS! Not covered in show. HP Buys Stuff You Know What DevOps Needs? An IEEE Standard Twitter
  • Google buying Fabric.
  • Facebook still king.
Do We Talk About Trump? Trump’s Twitter Moves Markets RethinkDB: Why We Failed Yahoo is Altaba Google’s AI Awakening Alexa ClusterHQ Shutting Down Facebook’s 2016 Open Source Contributions Google buys Twitter’s Fabric Bruce Sterling/Jon Lebkowsky “State of the World” Recommendations

Episoder(513)

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

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...

30 Jan 1h 3min

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 Jan 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 Jan 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 Jan 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 Jan 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...

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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 Des 20251h

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