Donuts, Kolaches, and Cloud Insights

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

Rundown

• AI & Cloud Trends for July 2025
• Cloud Earnings
  • Microsoft posts Q4 beat on top and bottom line on cloud, AI strength
  • Clouded Judgement 8.1.25 - The AI Operating Model
  • Richard Seroter's Architecture Musings
• AI
  • OpenAI’s new waited model whatever
  • Simon Willson says local tool calling might be better
  • Exclusive: OpenAI Secures Another Giant Funding Deal
  • OpenAI has made $5.25 billion in 2025 so far, and Anthropic $1.5bn. In both cases, I have found a pattern of deceptive leaks of annualized revenues to suggest they're making far more.

Relevant to your Interests

• How Olipop is sweetening the PTO deal for employees
• Anaconda Secures $150M Funding, Hits $1.5B Valuation
• Figma raises $1.2 billion, creating new playbook for going public in the summer
• AI vs. AI: Prophet Security raises $30M to replace human analysts with autonomous defenders
• API Simulation Reduces MCP Server, Microservices Overload
• Google loses appeal in antitrust battle with Fortnite maker
• Exclusive: More details emerge on how Windsurf’s VCs and founders got paid from the Google deal
• OpenAI is teasing a GPT-5 release.
• Cloud Software Group to Acquire Arctera
• For the first time, OpenAI models are available on AWS | TechCrunch
• Agents or Bots? Making Sense of AI on the Open Web
• Three weeks after acquiring Windsurf, Cognition offers staff the exit door
• Apple has now shipped 3 billion iPhones
• Apple Growth Rebounds on Strength of iPhone 16 Line, China
• Apple Earnings; Cook’s AI Comments; Apple’s AI Strategy, Redux

Nonsense

• Microsoft’s Windows XP Crocs are no joke

Listener Feedback

• JD recommends Charm

Conferences

• SpringOne, Las Vegas, August 25th to 28th, 2025. See Coté’s pitch.
• Explore 2025 US, Las Vegas, August 25th to 28th, 2025. See Coté’s pitch.
• Wiz Capture the Flag, Brisbane, August 26. Matt will be there.
• SREDay London, Coté speaking, September 18th and 19th.
• Civo Navigate London, Coté speaking, September 30th.
• Texas Linux Fest, Austin, October 3rd to 4th.
• CF Day EU, Frankfurt, October 7th, 2025.
• AI for the Rest of Us, Coté speaking, October 15th to 16th, London.

SDT News & Community

• Join our Slack community
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• Book offer: Use code SDT for $20 off "Digital WTF" by Coté
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Recommendations

• Brandon: CalDigit TS4.
• Coté:
  • Sunday roast at Mount St. Restaurant, London.
  • Internal developer platform marketing series: part one, part two, and part three.

Photo Credits

• Header