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 of Episode 532

Runner-up Titles
  • Dangerous to do things in bed
  • Free Donut Holes
  • Dark Fiber
  • BET
  • A man can not believe anything that devalues their index funds.
  • They just open sourced last year’s homework.
  • It doesn’t use as many emdashes
  • Anchorman Vibes
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Episoder(513)

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...

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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

Episode 528: You can’t spell Clippy without CLI

Episode 528: You can’t spell Clippy without CLI

This week, we discuss the return of command line tools, Kubernetes embracing VMs, and the steady march of Windows. Plus, thoughts on TSA, boots, and the “old country." Watch the YouTube Live Recordin...

11 Jul 20251h 9min

Episode 527: Victor Adossi on WebAssembly

Episode 527: Victor Adossi on WebAssembly

Brandon interviews Victor Adossi, an engineer at Cosmonic. They discuss the state of WebAssembly, wasmCloud, and why Wasm is poised for growth. Plus, Victor shares what it’s like to live as an expat i...

4 Jul 20251h 6min

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