Episode 371: What’s your TAM

Episode 371: What’s your TAM

This week we do a deep dive into the Total Addressable Market of Cloud and discuss the rise of Cloudflare. Plus, details about the SDT Meetup in Austin on August 27th.

Runner-up Titles
  • “Have a good time at least once” is in my vacation OKRs
  • The podcast of the Slack
  • Analog Clocks
  • Digital Clock Native
  • Pretending to have a sidekick
  • The First Business Case for the Metaverse
  • I was a liberal arts major
  • The TAM Episode
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Episoder(515)

Episode 536: My search engine couldn’t help me

Episode 536: My search engine couldn’t help me

This week, we discuss the effectiveness of reorgs, Meta’s new AI team, and the Google antitrust ruling. Plus, some strong thoughts on cold brew and bathtubs. Watch the YouTube Live Recording of Episo...

5 Sep 20251h

Episode 535: Don’t put randomness in your workflow

Episode 535: Don’t put randomness in your workflow

This week, we discuss AI disillusionment, the good and bad of AI use cases, and VMware news. Plus, we compare tech mergers to Taylor Swift’s engagement. Watch the YouTube Live Recording of Episode 53...

29 Aug 202551min

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...

22 Aug 20251h 22min

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 Aug 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 Aug 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 Aug 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 Jul 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 Jul 202547min

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