This week we do a deep dive into the Total Addressable Market of Cloud and discuss the rise of Cloudflare. Plus, details about the SDT Meetup in Austin on August 27th (https://www.eventbrite.com/e/software-defined-talk-meetup-in-austin-tx-tickets-396650401027).
Runner-up Titles
“Have a good time at least once” is in my vacation OKRs
The podcast of the Slack
Analog Clocks
Digital Clock Native
Pretending to have a sidekick
The First Business Case for the Metaverse
I was a liberal arts major
The TAM Episode
Rundown
Cloud Earnings
Clouded Judgement 7.29.22 (https://cloudedjudgement.substack.com/p/clouded-judgement-72922?utm_source=substack&utm_medium=email)
Amazon says cloud-computing revenue rose 33%, topping Wall Street estimates (https://www.cnbc.com/2022/07/28/aws-earnings-q2-2022.html)
60% of Amazon's net revenue growth YoY was AWS. (https://twitter.com/conorsen/status/1552749857500286976?s=21&t=4J4ob4S-4vxl-60DOSKkUw)
AWS continues to show strength, but there are a few things to watch out for (https://seekingalpha.com/news/3863264-amazon-web-services-continues-to-show-strength-but-there-are-a-few-things-to-watch-out-for)
Gartner Forecasts Worldwide IT Spending to Grow 3% in 2022 (https://www.gartner.com/en/newsroom/press-releases/2022-06-14-gartner-forecasts-worldwide-it-spending-to-grow-3-percent-in-2022)
How Cloudflare emerged to take on AWS, Azure, and GCP (https://www.infoworld.com/article/3668197/how-cloudflare-emerged-to-take-on-aws-azure-and-gcp.html?utm_content=content&utm_source=twitter&utm_medium=social&utm_campaign=organic)
Relevant to your Interests
Apple beats on revenue and profit, expects growth to accelerate despite 'pockets of softness' (https://www.cnbc.com/2022/07/28/apple-aapl-earnings-q3-2022.html)
Instagram walks back its changes (https://www.platformer.news/p/-instagram-walks-back-its-changes?utm_source=substack&utm_medium=email)
Meta posts its first-ever quarterly revenue decline (https://www.axios.com/2022/07/27/meta-quarterly-revenue-decline-earnings?utm_source[%E2%80%A6]utm_medium=email&utm_campaign=newsletter_axioslogin&stream=tophttps://www.axios.com/2022/07/27/meta-quarterly-revenue-decline-earnings?utm_source[%E2%80%A6]utm_medium=email&utm_campaign=newsletter_axioslogin&stream=top)
Why Kylie is mad at Instagram? (https://om.co/2022/07/26/why-kylie-is-mad-at-instagram-explained/)
There is a path to replace TCP in the datacenter (https://www.theregister.com/2022/07/27/replace_tcp_datacenter/)
CHIPS for America Act (https://twitter.com/SBIndyNews/status/1552445739736989697)e
JetBlue agrees to buy Spirit for $3.8B. It would create the 5th largest U.S. airline (https://www.npr.org/2022/07/28/1114226031/jetblue-spirit-deal-merger)
The pandemic impulse purchases we grew to hate (https://www.vox.com/the-goods/23279350/pandemic-consumer-buys-peloton-bike-games-dog-covid?utm_source=nextdraft&utm_medium=email)
AMD and Nvidia leaks show we are drunk on power, and the hangover is going to be brutal (https://www.techradar.com/news/amd-and-nvidia-leaks-show-we-are-drunk-on-power-and-the-hangover-is-going-to-be-brutal)
Intel To Wind Down Optane Memory Business - 3D XPoint Storage Tech Reaches Its (https://www.anandtech.com/show/17515/intel-to-wind-down-optane-memory-business)
On the huge importance of non-tech roles in Open Source: Empirical study on NPM - Livable Software (https://livablesoftware.com/importance-of-non-tech-contributor-roles-open-source/)
VMware Fusion beta joins Parallels in supporting Windows VMs on Apple Silicon (https://arstechnica.com/gadgets/2022/07/newest-vmware-fusion-beta-supports-windows-11-on-apple-silicon-macs/)
Apple Arcade finally got the boost it needed (https://www.theverge.com/2021/4/7/22370217/apple-arcade-fantasian-nba2k-wonderbox-classics-netflix)
Apple Nabs Key Lamborghini Executive to Work on Its Electric Car (https://www.bloomberg.com/news/articles/2022-07-27/apple-nabs-key-lamborghini-executive-to-work-on-its-electric-car?utm_campaign=etb&utm_medium=newsletter&utm_source=morning_brew)
IBM board of directors investigates sales fraud claims (https://www.theregister.com/2022/08/01/exclusive_ibm_board_of_directors/)
Apparently Linus Torvalds is using an M2 Mac? (https://softwaredefinedtalk.slack.com/archives/C5GPMBXQT/p1659428218962219)
Oracle Cuts Workers in US Customer Experience Unit (https://www.bloomberg.com/news/articles/2022-08-01/oracle-cuts-workers-in-us-customer-analytics-division)
Gmail gets a new look and tighter intergration to celebrate 18 years of service (https://www.xda-developers.com/gmail-new-look-tighter-intergration-18-years/)
Uber reports positive cash flow for first time (https://www.ft.com/content/a454447f-c0b9-44fc-a24a-2781f1b7717e)
Pinterest shares surge after Elliott discloses it is the largest shareholder (https://www.reuters.com/technology/elliott-says-it-is-largest-sharesholder-pinterest-2022-08-01/)
How Kubernetes Reinvented Virtual Machines (in a good sense) (https://iximiuz.com/en/posts/kubernetes-vs-virtual-machines/)
Former VMware Star Sanjay Poonen Becomes CEO Of Cohesity (https://twitter.com/datachick/status/1554482007438237698)
Thoma Bravo picks up Ping Identity for $2.8B in an all-cash deal (https://techcrunch.com/2022/08/03/thoma-bravo-picks-up-ping-identity-for-2-8b-in-an-all-cash-deal/?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJnqIsV7eSB4aeKNW7V9HidMxohTjY2dtNtainWRjHXiv7ApDViwdsq6K_9LBJIVnI3ylbHjASvuAqEijvmNUyuW8DaHp0rSZ7uten5Sz6_DUKqUxifms2H-6Yk6TW5i8i9UXqTNsT_vhnMMFzJUp7OTTzNaXAfmzM0PqPtmoFdH)
Software Is No Longer Eating The World (https://webtwoboomer.com/software-is-no-longer-eating-the-world-109785eb9d4f)
GitLab plans to delete dormant projects from free accounts (https://www.theregister.com/2022/08/04/gitlab_data_retention_policy/)
Raspberry Pi Zero vs MangoPi MQ Pro Benchmarks (https://bret.dk/raspberry-pi-zero-vs-mangopi-mq-pro-benchmarks/)
Highest. Close. Ever. - All Star Charts (https://allstarcharts.com/highest-close-ever/)
Should I Stay or Should I Go (https://www.platformonomics.com/2022/07/should-i-stay-or-should-i-go/)
Nonsense
Murder Hornets get new name (https://softwaredefinedtalk.slack.com/archives/C04EK1VBK/p1659024319485459)
An Australian Artist Pulled a Pickle from a McDonald’s Cheeseburger and Slapped It on a Gallery's Ceiling. Now It Costs $6,200 (https://news.artnet.com/art-world/pickle-artist-2152731)
MAKRO | Microsoft Excel Stream Highlights 3/19 (https://www.youtube.com/watch?v=xubbVvKbUfY)
British Airways suspends the sale of short-haul flight tickets from Heathrow (https://www.cnbc.com/2022/08/02/british-airways-suspends-short-haul-flight-tickets-from-heathrow.html)
Sponsors
Teleport — The easiest, most secure way to access infrastructure. (https://goteleport.com/?utm_campaign=eg&utm_medium=partner&utm_source=sdt)
Listener Feedback
Slack is increasing prices, changing how its free plan works (https://techcrunch.com/2022/07/18/slack-is-increasing-prices-and-changing-the-way-its-free-plan-works/)
What is DevRel? (https://www.whatisdevrel.com/) — Cloudcast Podcast
Good discussion on changing jobs in SDT Slack (https://softwaredefinedtalk.slack.com/archives/CEJ12RBJA/p1659459039423009)
Conferences
Register for the SDT Austin Meetup August 27th at 6:30 PM (https://www.eventbrite.com/e/software-defined-talk-meetup-in-austin-tx-tickets-396650401027) ****
DevOpsDays DFW (https://devopsdays.org/events/2022-dallas/welcome/), August 24-25, 2022 - Coté speaking, along with John Willis, Andrew Shafer, and friends
VMware Explore 2022, August 29 – September 1, 2022 (https://www.vmware.com/explore/us.html?srccode=na_pxkba4ap4tgmb&cid=7012H000001KawVQAS) - Coté’s pitch (https://twitter.com/cote/status/1551895600270016512).
SpringOne Platform (https://springone.io/?utm_source=cote&utm_medium=podcast&utm_content=sdt), SF, December 6–8, 2022
THAT Conference Texas Call For Counselors (https://that.us/call-for-counselors/tx/2023/) Jan 16-19, 2023
SDT news & hype
Join us in Slack (http://www.softwaredefinedtalk.com/slack).
Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you free laptop stickers!
Follow us on Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk), Instagram (https://www.instagram.com/softwaredefinedtalk/), LinkedIn (https://www.linkedin.com/company/software-defined-talk/) and YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured).
Use the code SDT to get $20 off Coté’s book, (https://leanpub.com/digitalwtf/c/sdt) Digital WTF (https://leanpub.com/digitalwtf/c/sdt), so $5 total.
Become a sponsor of Software Defined Talk (https://www.softwaredefinedtalk.com/ads)!
Recommendations
Brandon: Ambulance (https://www.ambulance.movie) and The Terminal List (https://www.imdb.com/title/tt11743610/)
Ringer Podcast: ‘The Gray Man’ and the Top 10 Trash Special Ops Movies (https://www.theringer.com/2022/7/29/23283211/the-gray-man-and-the-top-10-trash-special-ops-movies)
Matt: (https://www.amazon.com/GE-Profile-Countertop-Nugget-Maker/dp/B07YF9SGBW)Jabulani Challenge (https://jabulanichallenge.com.au/)
City2Surf (https://www.city2surf.com.au/)
Coté: Vienna. Specifically: 12 Bruegels (https://www.khm.at/en/visit/collections/picture-gallery/the-best-of-bruegel-only-in-vienna/), old movies at old cinemas, Miznon (https://www.miznonvienna.com/).
Photo Credits
Banner (https://unsplash.com/photos/4W8LN0FgKNI)
CoverArt (https://unsplash.com/photos/aX_ljOOyWJY)
