Episode 90: These strategies work really well except for when they’re totally fucked

Episode 90: These strategies work really well except for when they’re totally fucked

While it's unknown how much time you should let your kids play Minecraft, it's equally unclear at the moment who'll win the second cloud wars. Between Google, Azure, AWS, and all the others, how companies differentiate themselves and what customers will buy on isn't sorted just yet. We discuss Google Next, Pivotal's momentum announcement, and serious theories for Okta IPO'ing.

Pardon the shoddily formatted show notes below, Coté was in a hurry to get to Spring Break.

Google NEXT Mid-roll Pivotal: we make money, cause we have paying customers Okta files to go public
  • S1 filed.
  • I don't get it. This is going to be a disaster.
  • Whatever the fantasy running SFDC and MSFT running identity.
BONUS LINKS! Five AI Startup Predictions for 2017
  • Link
  • "Pure hype trends will reveal themselves to have no fundamentals behind them" <- GOLD
  • Bots go bust
  • Deep learning goes commodity
  • AI is cleantech 2.0 for VCs
  • MLaaS dies a second death
  • Full stack vertical AI startups actually work
  • Facebook Bots are failing.
Enterprise product management USAF locks in with Oracle US Immigration's "Code Test"? Recommendations

Avsnitt(512)

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 Juli 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 Juli 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 Juli 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 Juli 20251h 6min

Episode 526: The Optimist, the Origin, and the Deck

Episode 526: The Optimist, the Origin, and the Deck

This week, we unpack The Optimist, the new Sam Altman biography; revisit OpenAI’s early days; and break down Coatue’s AI strategy deck. Plus, tips for squeezing in side projects between thought leader...

27 Juni 20251h 12min

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