Expected Value and Big Bets

This week, we discuss AI’s impact on Stack Overflow, Docker’s Hardened Images, and Nvidia buying Groq. Plus, thoughts on playing your own game and having fun.

Watch the YouTube Live Recording of Episode 554

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Runner-up Titles

• It’s all brisket after that.
• Exploring Fun
• Should I go build a snow man?
• Pets
• Innersourcing
• Two books Michael Lewis should write.
• Article IV is foundational.
• Freedom is options.

Rundown

• Stack Overflow is dead.
• Hardened Images for Everyone
  • Tanzu’s Bitnami stuff does this too.
• OpenAI
  • OpenAI’s New Fundraising Round Could Value Startup at as Much as $830 Billion
  • OpenAI Reportedly Planning to Make ChatGPT "Prioritize" Advertisers in Conversation
  • OpenAI bets big on audio as Silicon Valley declares war on screens
  • Sam Altman says: He has zero percent interest in remaining OpenAI CEO, once
• Nvidia buying AI chip startup Groq's assets for about $20 billion in its largest deal on record

Relevant to your Interests

• Broadcom IT uses Tanzu Platform to host MCP Servers.
• A Brief History Of The Spreadsheet
• Databricks is raising over $4 billion in Series L funding at a $134 billion
• Amazon's big AGI reorg decoded by Corey Quinn
• “They burned millions but got nothing.”
• X sues to protect Twitter brand Musk has been trying to kill
• Mozilla's new CEO says AI is coming to Firefox, but will remain a choice | TechCrunch
• Why Oracle keeps sparking AI-bubble fears
• What's next for Threads
• Salesforce Executives Say Trust in Large Language Models Has Declined
• Akamai Technologies Announces Acquisition of Function-as-a-Service Company Fermyon
• Google Rolling Out Gmail Address Change Feature: Here Is How It Works
• The Enshittifinancial Crisis
• MongoBleed: Critical MongoDB Vulnerability CVE-2025-14847 | Wiz Blog
• Softbank to buy data center firm DigitalBridge for $4 billion in AI push
• The best tech announced at CES 2026 so far
• Who’s who at X, the deepfake porn site formerly known as Twitter
• Manus Joins Meta for Next Era of Innovation
• The WELL: State of the World 2026 with Bruce Sterling and Jon Lebkowsky
• Virtual machines still run the world
• Databases in 2025: A Year in Review
• Chat Platform Discord Files Confidentially for IPO
• The DRAM shortage explained: AI, rising prices, and what’s next

Nonsense

• Palantir CEO buys monastery in Old Snowmass for $120 million
• H-E-B gives free groceries to all customers after registers glitch today in Burleson, Texas.

Conferences

• cfgmgmtcamp 2026, February 2nd to 4th, Ghent, BE.
  • Coté speaking - anyone interested in being a SDI guest?
• DevOpsDayLA at SCALE23x, March 6th, Pasadena, CA
  • Use code: DEVOP for 50% off.
• Devnexus 2026, March 4th to 6th, Atlanta, GA. Coté has a discount code, but he’s not sure if he can give it out. He’s asking! Send him a DM in the meantime.
• KubeCon EU, March 23rd to 26th, 2026 - Coté will be there on a media pass.
• Whole bunch of VMUGs, mostly in the US. The CFPs are open, go speak at them! Coté speaking in Amsterdam.
  • Amsterdam (March 17-19, 2026), Minneapolis (April 7-9, 2026), Toronto (May 12-14, 2026), Dallas (June 9-11, 2026), Orlando (October 20-22, 2026)

SDT News & Community

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

Recommendations

• Brandon:
  • Why Data Doesn't Always Win, with a Philosopher of Art (Apple Podcasts)
  • Why Data Doesn't Always Win, with a Philosopher of Art (YouTube)
• Coté: “Databases in 2025: A Year in Review.”

Photo Credits

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