What Happens When Companies Run Out of AI Capacity?

This week, we discuss cloud earnings, Siri teaming up with Gemini, and AI bottlenecks. Plus, is cloning your dog weird?

Watch the YouTube Live Recording of Episode 545

Runner-up Titles

• Stack the deck
• Pets and Chickens
• Blame it on Android
• They’re fungible
• Are they going to have to introduce a new principle?
• Managers of rocks
• The world we live in
• Marketing wins
• We’re the healthy skeptics

Rundown

• Ex-NFL star QB Brady claims his dog is a clone
• Cloud Earnings
  • AI & Cloud Trends for October 2025
  • Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34%
  • Google Cloud Q3 revenue surges 34% as backlog hits $155 billion
  • Microsoft Azure sees 40% revenue growth in Q1
  • Meta stock drops 10% as heightened AI spending overshadows strong results
  • Amazon revenues rise 13% on strength in cloud computing unit
  • Clouded Judgement 10.31.25 - Cloud Giants Report Q3
  • 7m OpenAI work users
• Amazon's culture went the wrong way
• Octoverse: A new developer joins GitHub every second as AI leads TypeScript to #1
  • What do we think of GitHub saying there are 180m developers in the world?
• AWS and OpenAI announce multi-year strategic partnership
  • Amazon stock jumps on $38 billion deal with OpenAI to use hundreds of thousands of Nvidia chips

Relevant to your Interests

• Azure outage: Microsoft still working on fix, says recovery expected in several hours
• Microsoft takes $3.1 billion hit from OpenAI investment
• Meta Stock Slides After Earnings.
• AWS to Bare Metal Two Years Later: Answering Your Toughest Questions
• Meta denies torrenting porn to train AI, says downloads were for “personal use”
• Shocker! Reversal in AI ROI slide-wisdom: AI does works well
• SaaS Monopoly | Khushi Lunkad
• The State of Developer Experience and Developer Productivity
• Why the “Free” Chef Version Could Be Your Most Expensive Mistake | Chef

Nonsense

• Disney yanks channels from YouTube TV after media giants fail to resolve carriage dispute | CNN Business
• Traffic hits record high as commuters rewrite the rush hour - Texas A&M Transportation Institute
• Denny's to be acquired and taken private in a deal valued at $620 million

Conferences

• SREDay Amsterdam, November 7th, Coté speaking.
• Wiz Wizdom Conferences, November 17-19, London
• DevOpsDayLA at SCALE23x, March 6th, Pasadena, CA
  • Use code: DEVOP for 50% off. CFP open until Dec. 1st.

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Recommendations

• Brandon: Liquid Glass Transparency Toggle
• Matt: The Other Two
• Coté: NØLSON shirts

Photo Credits

• Header