This podcast delves into the 5 key trends from Bessemer’s State of the Cloud 2024 report and a stock pick for the next 10 years. They discuss Amazon hitting $2 trillion market value, the real reason music is deteriorating, 1Password simplifying setup, and Nvidia insiders cashing in on the rally.

This week, we discuss Forrester’s LLM Wave, Nvidia's Market Cap Dilemma, and why everything is code. Plus, Matt Ray explains more about Australian slang. Watch the YouTube Live Recording of Episode 472 Runner-up Titles Is pig latin American? The final boss for Duolingo The Corrections Episode You can always get it from the leader Frito Lay of Chips Everything is code Rundown Forrester has no idea what its talking about Get it from Google. Nvidia Nvidia Earnings: Stock Rallies As AI Giant Reports 600% Profit Explosion, 10-For-1 Stock Split Nvidia: Short bets against stock top $34B Nvidia to Become $10T Company: I/O Fund's Kindig Intel CEO Fires Back at Nvidia in Battle for AI Chip Leadership Peak Nvidia Solomon Hykes & Dagger Relevant to your Interests Ghost jobs : The Indicator from Planet Money Apple to ‘Pay’ OpenAI for ChatGPT Through Distribution, Not Cash Broadcom soars as demand for AI chips power forecast raise Clouded Judgement 6.14.24 - Is Seat Based Pricing Dead? Olivier Pomel (CEO, Datadog) Shares Every Lesson From Scaling to $40B US sues Adobe for hiding termination fees and making it difficult to cancel subscriptions Senior Engineer Fatigue AWS’ AI And GenAI Leader Leaves For DigitalOcean As New CTO The Framework Laptop 13 is about to become one of the world’s first RISC-V laptops A Look Back at Q1 '24 Public Cloud Software Earnings Nonsense You can renew U.S. passports online again The Excel superstars throw down in Vegas Conferences DevOpsDays Amsterdam, June 19-21, 2024, Coté speaking. DevOpsDays Birmingham, August 19–21, 2024 DevOpsDays Antwerp, 15th anniversary, Sep 4th-5th. SpringOne/VMware Explore US, August 26–29, 2024 SREday London 2024, September 19th to 20th, Coté speaking. 20% off with the code SRE20DAY SDT news & hype Join us in Slack. Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com and we will send you free laptop stickers! Follow us: Twitch, Twitter, Instagram, Mastodon, BlueSky, LinkedIn, TikTok, Threads and YouTube. Use the code SDT to get $20 off Coté’s book, Digital WTF, so $5 total. Become a sponsor of Software Defined Talk! Recommendations Brandon: Houston Public Library and Libby Matt: Dissect podcast Coté: Ikea RIKLIG - small, glass teapot. Photo Credits Header Artwork Wave

This week, we discuss the AI Hype Cycle, Apple Intelligence and other announcements from WWDC. Plus, Coté concludes the episode by using as many phrases as possible from Taylor’s Urgent/Optimistic Meeting Matrix. Watch the YouTube Live Recording of Episode 471 Runner-up Titles Our dreams fell with the Berlin Wall I need two offers You Kids We are the rock eaters to Slack I mean, what else am I doing with my life? Rundown Apple Made Once-Unlikely Deal With Sam Altman to Catch Up in AI Apple WWDC 2024: the 13 biggest announcements iOS and iPadOS 18: The MacStories Overview Blog - Private Cloud Compute: A new frontier for AI privacy in the cloud Here’s Everything Apple Plans to Show at Its AI-Focused WWDC Event Apple to Debut Passwords App in Challenge to 1Password, LastPass macOS Sequoia's Layouts just fixed the worst thing about Mac vs Windows Relevant to your Interests Cloud cost optimization startup Finout reels in $26.3M in Series B funding Dell Data Breach Impacts 49 Million Customers - CPO Magazine It looks a lot like VMware just lost a 24,000-VM customer Linux as the new developer default at 37signals Details of Google Cloud GCVE incident The Worst Website In The Entire World How to Miss By a Mile: An Alternative Look at Uber’s Potential Market Size Michael Dell, Jensen Huang and Bill McDermott on New AI Factories Google Fiber unveils first CFO (GOOG) Anthropic hires former OpenAI safety lead to head up new team What to Know About the Open Versus Closed Software Debate Google won’t comment on a potentially massive leak of its search algorithm documentation Australians may be caught up in suspected Ticketmaster hack Australians among 560 million users around the world caught in Ticketmaster hack Salesforce shares plunge 16% on first revenue miss since 2006 Google confirms the leaked Search documents are real Interview - WSO2 CEO Sanjiva Weerawarana on being acquired by major investor Your employees are afraid to take PTO, but a third are playing hooky from work anyway OpenAI appears to have closed its deal with Apple. Openwashing IRS opening free online tax filing program to all 50 states for 2025 tax season How ‘world-changing’ solar tech could mean the death of batteries OpenAI board members respond to a warning by former members A Leak of Biometric Police Data Is a Sign of Things to Come RISC-V battles to get messaging right over open standard 'ThreadsDeck' arrived just in time for the Trump verdict | TechCrunch Adam Selipsky, the exit interview Snowflake warns over “rapeflake” data breaches 10 things you need to know about AWS CEO Matt Garman Computex 2024, Is AWS Modular or Integrated? Broadcom’s VMware strategy looking shaky - and less relevant Yet another open source rug pull (Changelog News #97) OpenAI Insiders Warn of a ‘Reckless’ Race for Dominance Job openings fall to new 3-year low, as the US economy continues to slow AI Patterns Stacklet Secures $14.5M in Funding Google acquires Cameyo to integrate Windows app virtualization into ChromeOS GitLab quarter eBay debuts AI-powered background tool to enhance product images Privacy policies have gone insane. Doubt it? Consider Instacart The Snowflake Attack May Be Turning Into One of the Largest Data Breaches Ever The Ticketmaster Data Breach May Be Just the Beginning GameStop stock slumps after announcing sale of 75M shares VMware customers may stay, but Broadcom could face backlash “for years to come” Broadcom ends easy elasticity for VMware Cloud on AWS Silicon Valley's False Prophet Raspberry Pi Hands London a Starry Share Market Debut at Last Nonsense Navneet Alang (@navneetalang) on Threads Fans can finally get a chance to listen to the Wu-Tang Clan’s one copy album… but there’s a catch The five stages of computer science Chipotle says its portion sizes haven’t changed, despite complaints on TikTok The Man Who Couldn’t Stop Going to College Costco hot dogs have cost $1.50 since the 1980s. Here's why prices aren't changing Joro spiders, giant, venomous flying arachnids, are here to stay, pest experts say The 'big boof' is out. What data reveals about football's hair trends Conferences NDC Oslo, Coté speaking, June 12th. DevOpsDays Amsterdam, June 19-21, 2024, Coté speaking. DevOpsDays Birmingham, August 19–21, 2024 SpringOne/VMware Explore US, August 26–29, 2024 SREday London 2024, September 19th to 20th, Coté speaking. 20% off with the code SRE20DAY SDT news & hype Join us in Slack. Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com and we will send you free laptop stickers! Follow us: Twitch, Twitter, Instagram, Mastodon, BlueSky, LinkedIn, TikTok, Threads and YouTube. Use the code SDT to get $20 off Coté’s book, Digital WTF, so $5 total. Become a sponsor of Software Defined Talk! Recommendations Brandon: MoviePass, MovieCrash From Sun to Oxide with Bryan Cantrill (Changelog Interviews #592) Matt: Bazzite - Linux Gaming OS Coté: if you liked my Business Bullshit dictionary and surviving at BigCo stuff, you’ll enjoy Taylor’s Urgent/Optimistic Meeting Matrix. Also, self-promotion: “How to build a successful agile development culture – and why your business needs one.” Photo Credits Header Artwork

Matt interviews Paul Yuknewicz, Product Leader for Azure Serverless. They discuss Azure Functions, Dapr, WASM, and security. Plus, Matt explains rhyming Australian slang in the aftershow. Show Links Serverless Days Sydney dapr.io Dapr integration with Azure Container Apps Paul is hiring a Principal Product Manager Contact Paul LinkedIn: Paul Yuknewicz Twitter: @paulyuki99 SDT News & Hype Join us in Slack. Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com and we will send you free laptop stickers! Follow us: Twitch, Twitter, Instagram, Mastodon, BlueSky, LinkedIn, TikTok, Threads and YouTube. Use the code SDT to get $20 off Coté’s book, Digital WTF, so $5 total. Become a sponsor of Software Defined Talk! Photo Credits HeaderSpecial Guest: Paul Yuknewicz.

Matt interviews Amanda K. Silver, Corporate Vice President in the Developer Division at Microsoft. They discuss the latest developments with Visual Studio Code, GitHub Copilot, and why developers only want to see live demos. Plus, some thoughts on tiny houses and Murphy beds vs. hammocks. Show Links visualstudio.com Contact Amanda LinkedIn: Amanda K. Silver Twitter: @amandaksilver SDT News & Hype Join us in Slack. Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com and we will send you free laptop stickers! Follow us: Twitch, Twitter, Instagram, Mastodon, BlueSky, LinkedIn, TikTok, Threads and YouTube. Use the code SDT to get $20 off Coté’s book, Digital WTF, so $5 total. Become a sponsor of Software Defined Talk! Photo CreditSpecial Guest: Amanda K. Silver.

This week, we discuss Tanzu’s latest releases, Microsoft Build announcements, and the Raspberry Pi going public. Plus, thoughts on expense reporting systems and tablet kickstands. Watch the YouTube Live Recording of Episode 468 Runner-up Titles Coté's calendar style: quick to decline, slow to accept. Enterprise Software — Give it time and you’ll love it Thanks Clayton Williams Multi-size Monkey Phase There’s people I know “Yes, and” is now fully ironic Pop sockets are the future All out of tokens, going home You said Squawkbox Cote’ Rundown New at Tanzu: the Tanzu Platform and Tanzu Data Services A PaaS on-top of Cloud Foundry and Kubernetes App Engine overlay Postgres, MySQL, RabbitMQ, Redis, and Gemfire in a suite Greenplum Microsoft Build Introducing Copilot+ PCs Qualcomm to Acquire NUVIA Microsoft Build 2024: Everything Revealed in 9 Minutes Microsoft Copilot+ Recall feature 'privacy nightmare' Raspberry Pi IPO set for June 2024 Relevant to your Interests Instagram’s co-founder is Anthropic’s new chief product officer VMware Workstation Pro, Fusion Pro free for personal use More thoughts on OSS business models After selling his startup for a life-changing $3.7 billion, Jyoti Bansal launched a VC firm and two high-value startups. Why? Palo Alto Networks is buying security assets from IBM to expand customer base ChatGPT in “4o” mode is not running the new features yet With Selipsky Out, What’s Next For AWS? Exclusive: Vercel completes $250 mln Series E round at $3.25 bln valuation Tech Influencing Open source is neither a community nor a democracy Artificial Intelligence - Global | Statista Market Forecast Improvements to data analysis in ChatGPT Privacy Principles: Search, Learning and Artificial Intelligence | Legal As clicks dry up for news sites, could Apple’s news app be a lifeline? Apple execs on iMessage for Android ‘You’re Fighting AI With AI’: Bots Are Breaking the Hiring Process The deskilling of web dev is harming the product but, more importantly, it's damaging our health – this is why burnout happens Scott Galloways Predictions for 2024 at OMR24 Finance worker pays out $25 million after video call with deepfake ‘chief financial officer’ C. Gordon Bell, Creator of a Personal Computer Prototype, Dies at 89 The pandemic darlings: where are they now? Gartner Forecasts Worldwide Public Cloud End-User Spending to Surpass $675 Billion in 2024 ChatGPT can talk, but OpenAI employees sure can’t Scarlett Johansson claims OpenAI copied her voice for ChatGPT OpenAI loses its voice Nonsense Mexico City taco stand makes history as 1st to earn Michelin star Listener Feedback Backpack / Everyday Daily Carry Recommendations Black Hole® Pack 25L – Matt Goruck Travel Rucksacks – Matt Crumpler | Making Messenger Bags Since 1995 – Michael Everyday Backpack from Peak Design – Andy Conferences NDC Oslo, Coté speaking, June 12th. DevOpsDays Amsterdam, June 19-21, 2024, Coté speaking. DevOpsDays Birmingham, August 19–21, 2024 SpringOne/VMware Explore US, August 26–29, 2024 SREday London 2024, September 19th to 20th, Coté speaking. 20% off with the code SRE20DAY SDT news & hype Join us in Slack. Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com and we will send you free laptop stickers! Follow us: Twitch, Twitter, Instagram, Mastodon, BlueSky, LinkedIn, TikTok, Threads and YouTube. Use the code SDT to get $20 off Coté’s book, Digital WTF, so $5 total. Become a sponsor of Software Defined Talk! Recommendations Brandon: Water Meter Valve Key Matt: Bobby Fingers: “Fabio and the Goose” Coté: Joby GripTight PRO TelePod Photo Credits Header Artwork

This week, we discuss ChatGPT-4o, Google I/O Announcements, the impact of AI on smartphones, and executive shuffling at OpenAI and Amazon. Plus, we share some thoughts on how to plan your wedding. Watch the YouTube Live Recording of Episode 467 Runner-up Titles Do what works Blame the children I had an alphanumeric pager in 1993 I like carrots Rundown A.I. Announcements Introducing GPT-4o ‎Gemini Apps’ release updates & improvements Google I/O 2024 Palace Intrigue Andy Jassy makes AWS leadership announcement Ilya and OpenAI are going to part ways. Sam Altman gracefully thanked his OpenAI cofounder who quit. Then another exec quit hours later. Relevant to your Interests Leaked memo: Amazon requires cloud events to spend up to 80% of their time talking about generative AI Should Cisco Have Paid $3.7 Billion for AppDynamics? Boomi Dismembers The TIBCO Frankenstein Apple to Power AI Tools With In-House Server Chips This Year Cyberattack disrupts operations at major US health care network | CNN Business Did IBM make a $6.4 billion blunder by buying HashiCorp? How Ahrefs gets a Billion dollar-worth infrastructure with a 90% discount Was VMware's takeover by Broadcom a terrible mistake? Apple Will Revamp Siri to Catch Up to Its Chatbot Competitors DHH: ZIRP driving microservices is quite the take! Squarespace to go private in $7 billion private-equity deal Aligning with User Needs with Rod Johnson Meta will shut down its Teams competitor Workplace next year Google Cloud accidentally deletes UniSuper’s online account due to ‘unprecedented misconfiguration’ DHH: ZIRP driving microservices is quite the take! Nonsense YETI 34 oz French Press - in NL, €125! Underwater bicycle' propels swimmers forward at superhuman speed World's Largest Vacuum to Suck Carbon From Atmosphere Turns On for First Time Conferences Executive Dinner in Atlanta, May 22nd MS Build, Seattle May 21-23, Matt will be there NDC Oslo, Coté speaking, June 12th. DevOpsDays Amsterdam, June 19-21, 2024, Coté speaking. DevOpsDays Birmingham, August 19–21, 2024. SpringOne/VMware Explore US, August 26–29, 2024. SREday London 2024, September 19th to 20th, Coté speaking. 20% off with the code SRE20DAY. SDT news & hype Join us in Slack. Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com and we will send you free laptop stickers! Follow us: Twitch, Twitter, Instagram, Mastodon, BlueSky, LinkedIn, TikTok, Threads and YouTube. Use the code SDT to get $20 off Coté’s book, Digital WTF, so $5 total. Become a sponsor of Software Defined Talk! Recommendations Brandon: Dark Matter Coté: The Business of Open Source podcast, e.g., episode with Rod Johnson. Photo Credits Header

This week, we discuss 451’s Generative A.I. Market Forecast, OpenAI launching a search engine and Apple’s new iPads. Plus, a look back at Microsoft’s acquiring Nokia. Watch the YouTube Live Recording of Episode 466 Runner-up Titles Coté is in a Dungeon Everything’s going to be different What would Stringer Bell say? Displacing Google Great Grammarly A room full of barking dogs A little bit of hustle porn. Over value activity A whole room with barking dogs Rundown Clouded Judgement 5.3.24 OpenAI To Launch Search Engine Perplexity.AI raises $250 million with $3B valuation That time when Microsoft bought and killed Nokia phone unit The 7 biggest announcements from Apple’s iPad event HashiCorp Co-Founder Reflects 48-Hours After Selling to IBM Relevant to your Interests Google paid Apple $20 billion in 2022 to be Safari’s default search engine. Data Privacy: All the Ways Your Cellphone Carrier Tracks You and How to Stop It Supercharged Developer Portals VMware eases changes and deadlines for CSPs Over 400 million Google accounts have used passkeys, but our passwordless future remains elusive Wiz deal to acquire Lacework collapses | CTech Snowflake releases a flagship generative AI model of its own | TechCrunch Open sourcing Octo STS Apple is an edge computing company. EQT snaps up API and identity management software company WSO2 for more than $600M | TechCrunch Alternative clouds are booming as companies seek cheaper access to GPUs | TechCrunch VMware Cloud on AWS - Here Today, Here Tomorrow | Hock Tan, President and CEO Broadcom Amazon's AWS to double down on Singapore with additional $9 billion cloud investment How the US Is Destroying Young People’s Future | Scott Galloway | TED UniSuper and GCP AWS ‘Disappointed’ It’s No Longer A VMware Cloud On AWS Reseller; Future Of Product In Doubt Red Hat Rethinks the Linux Distro for the Container Age Why companies list fake jobs Nonsense Justice for cord boxes!!! Burnout - When does work start feeling pointless? | DW Documentary North Yorkshire to drop apostrophes from street signs Wife Surprises Husband With Birthday Party at Costco Conferences Executive Dinner in Atlanta, May 22nd - Coté is hosting it with a former Home Depot platform engineer, Tony. MS Build, Seattle May 21-23, Matt will be there NDC Oslo, Coté speaking, June 12th. DevOpsDays Amsterdam, June 19-21, 2024, Coté speaking. DevOpsDays Birmingham, August 19–21, 2024. SpringOne/VMware Explore US, August 26–29, 2024. SREday London 2024, September 19th to 20th, Coté speaking. 20% off with the code SRE20DAY. SDT news & hype Join us in Slack. Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com and we will send you free laptop stickers! Follow us: Twitch, Twitter, Instagram, Mastodon, BlueSky, LinkedIn, TikTok, Threads and YouTube. Use the code SDT to get $20 off Coté’s book, Digital WTF, so $5 total. Become a sponsor of Software Defined Talk! Recommendations Brandon: Fallout Matt: The Comfortable Problem of Mid TV Coté: My book is on sale at Leanpub. Get XP for donating miles with KLM/Flying Blue. Trade show interview Photo Credits Header Artwork

This podcast episode discusses IBM's acquisition of HashiCorp, the state of Open Source Businesses, slow adoption of Continuous Integration, and thoughts on non-compete agreements. Topics also include new technologies like AlmaLinux 9.4 beta and Lacework's potential sale, as well as Netflix's handling of freeloading and Tesla's Cybertruck recall.

Coté interviews Jana Werner, Enterprise Transformation Lead EMEA, from Amazon Web Services (AWS). How can you start small changes to make big changes? That's the premise of Jana Werner's organization transformation card game. Sure, it's not really a "game," but each question is meant to help nudge management and executives a little closer to changing how they operate. Many of the ideas come from Amazon thinking, but many of the are also just the type of common sense that's too often uncommonly practiced. Coté interviews her about some of the cards, but, more importantly, the thinking, management philosophy, the life-style behind the cards. Show Links Coté mentioned a case study Jana did with Barry O'Reilly about Tesco Bank, here it is. Appoint and empower a single threaded leader Two way door decisions Dogs not barking. Weasel words. If you'd like to hear more from Jana, Coté also interviewed her back in 2020 about her work at Tesco Bank. Contact Jana Werner LinkedIn: Jana Werner. SDT News & Hype Join us in Slack. Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com and we will send you free laptop stickers! Follow us: Twitch, Twitter, Instagram, Mastodon,  BlueSky, LinkedIn, TikTok, Threads and YouTube.  Use the code SDT to get $20 off Coté’s book, Digital WTF, so $5 total. Become a sponsor of Software Defined Talk! The Cards Here's the text of the all the cards: Mechanism How can you remove 40% of the time required by a process within 45 days? How can you encourage and recognize experimentation with a community of practice? How can you use Amazon’s wheel of fortune to focus your operations meetings? How can you dive deep on one recurring problem to create a mechanism? How can you introduce Bar Raisers into hiring interviews to assess cultural fit/bar raising? How can you make visible how much of a product’s new functionality is actually used? How can you create your next prototype as a Minimum Loveable Product? How can you pick someone unfamiliar with your product to deep dive into the data and customer experience with? How can you use data to examine a decision that you made 2+ months ago for issues? How can you define your next business outcome as a Press Release? How can you visualise the decision-making for a process and eliminate 20% of the steps? How can you agree [on] the single threaded owner for each decision? How can you pick an organisational report, understand its purpose and eliminate or simplify it? How can you introduce recognition for best simplification of the quarter? How can you accelerate decision making by having more frequent, shorter senior meetings? Culture How can you evidence that your next investment or product decision is what the customer really needs? How can you start leadership meetings with “one thing I learned this week” discussions? How can you create a feedback ritual at the end of each meeting? How can you work towards a safe meeting environment to practice "Disagree and Commit as a Principle? How can you give monthly recognition to the best cultural heck your organization has seen? How can you publicly discuss one of your “failures” and why the learnings were valuable? How can you run a culture hackathon, to identity hacks for a more agile culture? How can you schedule and protect time for retrospectives with learnings published? How can you dive deep when anecdotes and data conflict for a decision? How can you for every decisions ask what would need to be true to make the decisions faster? How can you replace weasel, words with data and customer anecdotes in business cases and reports? How can you identify a Day 2 behaviour to turn into a Day 1 behaviour with your team? How can you interview new hires within 2 months on good and bad culture observations? How can you start your next meeting with a document read? Organisation How can you identify one emerging skill your organisation will need and create a learning path for it? How can you measure, reduce, and share learnings on the Bureaucratic Mass Index of a single team? How can you identity two-way door decisions und relinquish these to your teams? How can you stop using silos (“IT”) and instead use names (“Andy”)? How can you reduce “Keeping the Lights On” time and cost for one team? [REPEAT?] How can you start your next meeting with a quiet document read? How can you give your teams carte blanche for fast escalations? How can you identify one gate-keeper process that can be replaced with a guardrail or an automation? How can you change a KPI from an absolute achievement to one that shows continual improvement? Leadership How can you use the Ladder of Inference to seek disconfirming data for key decisions. How can you identity “dogs not barking” in your leadership meetings and address these? How can you focus your next 1:1s on understanding employees' super powers? How can you create a shared understanding for phrases like “Digital Transformation” and “Agile” through lunch h-and-learn. How can you define team ambition and pride statements that resonate emotionally and intellectually? How can you create a press release describing where you imagine your organization to be in 3 years? How can you go around the room for feedback with the leader speaking last? How can you ask 10 employees about your organizations' priorities, vision, and their role in these? How can you define what makes you truly compensative using Wardley Maps or similar? How can you agree to what would help prioritize speed for your next two-way door decisions? How can you appoint and empower a single threaded leader for key initiatives? SDT News & Hype Join us in Slack. Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com and we will send you free laptop stickers! Follow us: Twitch, Twitter, Instagram, Mastodon, BlueSky, LinkedIn, TikTok, Threads and YouTube. Use the code SDT to get $20 off Coté’s book, Digital WTF, so $5 total. Become a sponsor of Software Defined Talk! Special Guest: Jana Werner.