Software Defined Talk Episode 552: Tech Strategy: Past, Present, Future
Dec 26, 2025
Brian Gracely, a technology strategist and host of The Cloudcast, joins for a deep dive into tech strategy. They explore Broadcom's complex acquisition of VMware and Docker's recent resurgence in the market. Netflix's evolution from DVDs to studio acquisitions highlights the battle for consumer attention against platforms like TikTok. The discussion also touches on Intel's struggles and the contrasting AI strategies between building proprietary models versus leveraging external ones. Get ready for insights on tech trends and industry dynamics!
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Boomerang Hires Often Work Once
- Coté opens with a boomerang story about a college football coach returning to the same job after a decade.
- Brian compares boomerang hires in tech, noting they can work once for title bumps or to undo a bad career move.
Broadcom Monetized VMware's Stickiness
- Broadcom bought VMware and simplified its offerings to extract much more cash from a sticky customer base.
- The acquisition worked financially because VMware customers are hard to displace and Broadcom monetized that stickiness.
Docker's Rebirth Is Small But Symbolic
- Docker rebounded by focusing on developer desktop and a small paid tier while staying synonymous with containers.
- Its market value reflects hype and strategic positioning more than massive recurring revenue expansion.