
Episode 504: Socrates Didn’t Whiteboard
Software Defined Talk
Navigating the NVIDIA Market Landscape
This chapter features a speaker reflecting on their decision to sell shares in NVIDIA, discussing investment strategies and the importance of understanding market motivations. The conversation explores the future of technology and AI, highlighting the implications of foundational models and the caution needed around AI advancements. Additionally, themes of capitalism, proprietary innovation versus open-source technology, and a critique of NVIDIA's management style are examined in the context of market performance.
This week, we discuss the latest news about DeepSeek, how to make sense of the countless hot takes, and a review of The Nvidia Way. Plus, some thoughts on Valentine’s Day.
Watch the YouTube Live Recording of Episode 504
Runner-up Titles
- The Paperclip Apocalypse
- Markets Over Management
- The Nest Egg
- This is cheaper than therapy
- Valentine’s Day
- “Turns out, guys…”
- You can burn a candle out, and when it’s out there’s no candle.
- I don’t think Jensen is struggling
Rundown
- DeepSeek
- China's DeepSeek appears to have built AI models that rival OpenAI, while allegedly using much less money, chips, and energy.
- DeepSeek FAQ
- DeepSeek and the Enterprise
- Four big reasons to worry about DeepSeek (and four reasons to calm down)
- DeepSeek Disruption Has Its Upside
- Dario Amodei — On DeepSeek and Export Controls
- Bonus Clouded Judgement - Inference Time Compute
- CEO Pat Gelsinger is already using DeepSeek instead of OpenAI at his startup, Gloo
Relevant to your Interests
- Trump administration fires members of cybersecurity review board in 'horribly shortsighted' decision
- Rethinking developer experience at T-Mobile: DevEx vs devprod, exec buy-in, and developer self-service
- FTC Finalizes Long-Awaited Updates to Children's Privacy Rule
- FTC Finalizes Changes to Children’s Privacy Rule Limiting Companies’ Ability to Monetize Kids’ Data
- Free OpenAI & every-LLM API Pricing Calculator
- GitHub Is Showing the Trump Administration Scrubbing Government Web Pages in Real Time
- Microsoft's LinkedIn sued for disclosing customer information to train AI models
- We’re launching Opengrep, a fork of Semgrep CE
- Semaphore is Going Open Source in 30 days
- OpenAI launches ChatGPT Gov for U.S. government agencies
- "Digital shoplifting" is on the rise among the well-off Gen Z crowd
- Kubernetes Cloud Repatriation Saves Millions for Data Platform Provider
- Warp vs. Ghostty: Which Terminal App Meets Your Dev Needs?
- Cheriton School of Computer Science researchers’ update to Linux kernel could cut energy use in data centres by up to 30%
- Stargate artificial intelligence project to exclusively serve OpenAI
Nonsense
- Why Speaking Like a Wanker at Work Is Essential
- Stripe accidentally sent an image of a duck when notifying some employees they were getting laid off
Conferences
- CfgMgmtCamp, Ghent, Belgium, February 2-5, 2025.
- Civo Navigate North America, San Francisco, Feb 10-11, 2025
- DevOpsDayLA at SCALE22x, March 6-9, 2025, discount code DEVOP
- VMUG NL, March 12th, Coté speaking.
- DevOpsDays Chicago, March 18th, 2025.
- SREday London, March 27-28, Coté speaking. 10% with code LDN10.
- Monki Gras, London, March 27-28, Coté speaking.
- Cloud Foundry Day US, May 14th, Palo Alto, CA
- NDC Oslo, May 21-23, speaking.
- KubeCon EU, April 1-4, London.
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Recommendations
- Brandon: Paradise
- Matt: Tell me which Ardupilot/PX4 Autopilot platform I should buy?
- Coté:
- (MLA) citations
- “The Joy of Extradimensional Spaces,” Michael Polkinghorn, in Candlekeep Mysteries.
Artwork