Episode 532: Less Goofy. More Enterprise.
Software Defined Talk
00:00
Intro
This chapter features a humorous conversation about donuts, specifically the speaker's personal experiences with Shipley donuts. It also includes amusing anecdotes involving an eccentric art teacher, making for a light-hearted exploration of nostalgia and breakfast choices.
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Episode notes
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
- 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
Listener Feedback
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.
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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.
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