Navigating Total Addressable Market (TAM)

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 Episode 533

Runner-up Titles

• Yeehaw Buns
• Bush Turkey
• Pigs in Blanket
• The Czech Stop
• "The Central Texas Kolache Corridor"
• “I’m over here in Gemini-land.”
• What if this is as good as it gets?
• How smart are humans?
• You’re Tony Randall!
• Is this the dystopian future we signed up for?
• Extreme in Hungary (Tilberg, actually)
• I don’t think there’s a honey-badger outcome.
• All the porridge
• A bedtime story for investors

Rundown

• OpenAI
  • OpenAI Finally Launched GPT-5. Here's Everything You Need to Know
  • OpenAI launches new GPT-5 model for all ChatGPT users
  • GPT-5 is alive
  • OpenAI is raising money at a $300 billion valuation
  • Sam Altman says Gen Z are the ‘luckiest’ kids in history thanks to AI, despite mounting job displacement dread
  • Three big lessons from the GPT-5 backlash
  • Mr. Short-Term Memory
• The AI Ecosystem Apps are growing
  • Your AI workloads still need a service mesh
  • AI Security Company | Manage GenAI Risks & Secure LLM Apps
  • Requesty - Unified LLM Platform
  • The latest AI news we announced in July
• Oxide and Friends | Oxide's $100M Series B

Relevant to Your Interests

• Google Pixel 10 | Soon
• The Man Who Beat IBM
• Linus Torvalds Rejects RISC-V Changes For Linux 6.17: "Garbage"
• Zuckerberg’s Compound Had Something That Violated City Code: A Private School
• The 20-Year David Ellison Plan
• AOL Will End Its Dial-Up Internet Service (Yes, It’s Still Operating)
• Ford's cheaper, simpler $30K electric vehicles are how 'we can make money on EVs,' CEO says
• Goodbye API Keys: Gemini CLI GitHub Actions with Workload Identity Federation
• I Tried Every Todo App and Ended Up With a .txt File
• Intel shares drop after Trump calls for CEO to resign immediately
• Auf Wiedersehen, GitHub
• GitHub will join Microsoft’s CoreAI division with departure of CEO Thomas Dohmke

Nonsense

• The FDA Wants to Change the Definition of Orange Juice for the First Time in 60 Years

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
• Email the show: questions@softwaredefinedtalk.com
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• Book offer: Use code SDT for $20 off "Digital WTF" by Coté
• Sponsor the show: ads@softwaredefinedtalk.com

Recommendations

• Brandon: AirPods Max
• Matt: Devolutionary Times
• Coté:
  • “Connaissais de Face,”
  • “Evan Finds The Third Room.”
  • Live performance of the song “People Everywhere”

Photo Credits

• Header