Software Defined Talk Episode 532: Less Goofy. More Enterprise.
15 snips
Aug 8, 2025 This week features a humorous dive into Shipley donuts and their quirky place in community culture. The hosts discuss cloud earnings, spotlighting Microsoft’s strong performance amid evolving AI trends. There’s a look at the competitive space between Amazon and Google in cloud services, highlighting the challenges of innovation. The conversation also touches on the balance of AI in education, questioning its role versus traditional methods. A quirky segment on tech accessories rounds out the fun, blending tech talk with culinary passions.
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Shipley's Donuts Anecdote
- Coté shares a humorous story about Shipley's donuts and the quirky art teacher Miss Bongowitz called Miss Bong Hits.
- The Shipley girls were classmates of his wife, highlighting the cultural tie to Houston donuts.
Google Cloud's AI Differentiation Potential
- Google Cloud has normalized its enterprise readiness, matching AWS and Azure in basic selling and partner functions.
- The key differentiator going forward could be owning and integrating their AI models, like Gemini, to sway customer choice.
Cloud Buying Driven by AI Vibes
- Cloud customers pick vendors based largely on current 'vibes' or perceived leadership in hot trends like AI, not just raw capabilities.
- Owning AI models locally gives Google a strategic edge in becoming the preferred cloud vendor in coming years.
