Final Demand and Derived Demand Framing

This week, we cover Oracle’s OpenAI deal, the RubyGems drama, and Atlassian buying DX. Plus, does anyone still use widgets?

Watch the YouTube Live Recording of Episode 539

Runner-up Titles

• It’s a two knob problem
• The healthy jaundice of success
• My homework is to go home
• Are you enjoying the widgets?
• I get you on the Ponzi Scheme
• Hanlon’s Razor strikes again
• Blogging: Hardest form of social media

Rundown

• Oracle
  • Exclusive | Oracle, OpenAI Sign Massive $300 Billion Cloud Computing Deal
  • Oracle and OpenAI are full of crap
  • OpenAI doesn’t have the cash to pay Oracle $300 billion — raising it will test the very limits of private markets
  • Nvidia stock jumps on $100 billion OpenAI investment as Huang touts 'biggest AI infrastructure project in history
• Ruby Central Takes Over RubyGems
• Atlassian
  • Atlassian acquires DX, a developer productivity platform, for $1B
  • Atlassian acquires developer productivity startup DX for $1B
  • The AI Shift: Static Software vs. Living AI Systems
• RSS co-creator launches new protocol for AI data licensing
• Nvidia to Invest $5 Billion in Intel, Furthering Trump’s Turnaround Plan

Relevant to your Interests

• Tesla Wants Out of the Car Business
• Google is shutting down Tables, its Airtable rival | TechCrunch
• Oracle's stock pump, Meta's $600B, Bronny Ellison and Warner Bros, European stereotypes
• Atlassian goes cloud-only, customers face integration issues
• Getting a slice of the Kubernete$ management pie
• Cote on Multicloud
• ServiceNow Says Windsurf Gave Its Engineers a 10% Productivity Boost
• Most Work is Translation
• Microsoft warns users that Windows 10 is in its final days
• How to use Tahoe's new Use Model shortcut to summarize articles
• Credit scores drop at fastest pace since the Great Recession | CNN Business
• Workday to buy AI firm Sana for $1.1 billion as HR software deal-making heats up
• Wasm 3.0 Completed - WebAssembly
• Exclusive: AI's ability to displace jobs is advancing quickly, Anthropic CEO says
• From the facepalm community on Reddit: Meta's live AI cooking demo fails spectacularly
• Meta CTO explains the cause of its embarrassing smart glasses demo failures
• New H-1B rules sparked weekend chaos
• The Man Calling Bullshit on the AI Boom
• Trump’s H-1B visa fee isn’t just about immigration, it’s about fealty
• Vivaldi takes a stand: keep browsing human | Vivaldi Browser
• Zoom Bets on Agentic AI With AI Companion 3.0 Amid Sluggish Growth
• The Secret Service has dismantled a telecom threat near the UN. It could have disabled cell service in NYC
• Enterprise AI Looks Bleak, But Employee AI Looks Bright
• Obot AI Secures $35M Seed to Build Enterprise MCP Gateway - obot
• Announcing the 2025 DORA Report | Google Cloud Blog

Conferences

• Civo Navigate London, Coté speaking, September 30th.
• Texas Linux Fest, Austin, October 3rd to 4th.
• CF Day EU, Coté speaking, Frankfurt, October 7th, 2025.
• AI for the Rest of Us, Coté speaking, October 15th-16th, London. Use code SDT20 for 20% off.
• Wiz Wizdom Conferences, NYC November 3-5, London November 17-19
• SREDay Amsterdam, Coté speaking, November 7th.

SDT News & Community

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Recommendations

• Brandon: Task
• Matt: OpenCore Legacy Patcher

Photo Credits

• Header