This week, we discuss Cloud Earnings, OpenCost, the Free Software Product License, paying for Social Media, and Apple's latest announcements. Plus, Matt begins the search for a new keyboard.
Watch the YouTube Live Recording of Episode (https://youtube.com/live/Vlh62UkQDrI?feature=share) 439 (https://youtube.com/live/Vlh62UkQDrI?feature=share)
Runner-up Titles
Costservability
Just a second
439 episodes of podcasting nirvana
We’ve never made a mistake
A million Amazon users of Copilot
Chrome exists to serve RAM sales
Two Turntables and a Microphone
Default Search Engines
Rundown
Cloud Earnings Review
Amazon Web Services (AWS) - Q3 2023 Earnings Analysis (https://open.substack.com/pub/johnfurrier/p/amazon-web-services-aws-q3-2023-earnings?r=2l9&utm_medium=ios&utm_campaign=post)
Amazon's Jassy: We're 'surprised' at growth of our generative AI business (https://www.axios.com/2023/10/27/amazon-earnings-q3-cloud-ai-growth)
Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23 (https://cloudedjudgement.substack.com/p/clouded-judgement-102723-cloud-giants?utm_source=post-email-title&publication_id=56878&post_id=138282964&utm_campaign=email-post-title&isFreemail=true&r=2l9&utm_medium=email)
OpenCost Expands Its Horizon: Introducing Multi-Cloud Cost Monitoring (https://www.opencost.io/blog/cloud-costs)
Free Software Product
Open Source in Numbers: The Terraform License Change Impact on Contribution (https://thenewstack.io/open-source-in-numbers-the-terraform-license-change-impact-on-contribution/)
Open Source and Capitalism with Ashley Williams and Adam Jacob / Oxide (https://oxide.computer/podcasts/oxide-and-friends/1564203)
Business Models (https://sfosc.org/docs/book/business-models/)
Default Search Engine
Google reportedly pays $18 billion a year to be Apple’s default search engine (https://www.theverge.com/2023/10/26/23933206/google-apple-search-deal-safari-18-billion)
Google paid a whopping $26.3 billion in 2021 to be the default search engine everywhere (https://www.theverge.com/2023/10/27/23934961/google-antitrust-trial-defaults-search-deal-26-3-billion)
“Chrome exists to serve Google search.” - The Verge (https://www.theverge.com/2023/10/27/23934575/chrome-exists-to-serve-google-search)
Paid Social
Elon Musk will charge you more to avoid ads than Disney and Netflix (https://fortune.com/2023/10/30/twitter-x-ad-free-16-per-month-elon-musk/)
Facebook and Instagram launch a paid ad-free subscription (https://www.theverge.com/2023/10/30/23938283/facebook-instagram-ad-free-subscription-eu)
YouTube tries to kill ad blockers in push for ad dollars, Premium subs (https://arstechnica.com/google/2023/11/youtube-tries-to-kill-ad-blockers-in-push-for-ad-dollars-premium-subs/)
SolarWinds
SEC sues SolarWinds for misleading investors before 2020 hack (https://www.bleepingcomputer.com/news/security/sec-sues-solarwinds-for-misleading-investors-before-2020-hack/)
Observability provider SolarWinds reportedly exploring a sale (https://siliconangle.com/2023/10/27/observability-provider-solarwinds-reportedly-exploring-sale/)
Bad Passwords Are Securities Fraud (https://www.bloomberg.com/opinion/articles/2023-10-31/bad-passwords-are-securities-fraud?srnd=undefined#xj4y7vzkg)
Apple
Apple unveils new MacBook Pro featuring M3 chips (https://www.apple.com/newsroom/2023/10/apple-unveils-new-macbook-pro-featuring-m3-chips/)
Behind the scenes at Scary Fast: Apple’s keynote event shot on iPhone (https://www.apple.com/newsroom/2023/10/behind-the-scenes-at-scary-fast-apples-keynote-event-shot-on-iphone/)
Relevant to your Interests
The Cloud Computer (https://oxide.computer/blog/the-cloud-computer)
Linux Foundation Adopting Terraform Fork Provokes Ire of HashiCorp CEO (https://thenewstack.io/linux-foundation-adopting-terraform-fork-provokes-ire-of-hashicorp-ceo/)
12-inch MacBook could return as a budget model, suggests leaker (https://9to5mac.com/2023/10/26/12-inch-macbook/)
X usage plummets in Musk's first year as owner (https://www.axios.com/2023/10/26/x-twitter-usage-statistics-elon-musk-owner)
Zuckerberg says Threads has almost 100 million monthly users (https://www.theverge.com/2023/10/25/23932473/mark-zuckerberg-threads-100-million-monthly-users-earnings)
Google Fiber is getting outrageously fast 20Gbps service (https://arstechnica.com/gadgets/2023/10/google-fiber-is-getting-outrageously-fast-20gbps-service/)
Alphabet sees $165 billion in market cap wiped after cloud business growth disappoints Wall Street (https://finance.yahoo.com/news/alphabet-sees-165-billion-market-033038799.html)
VMware closes its home for experimental software (https://www.theregister.com/2023/10/30/vmware_flings_broadcom_deal_close/)
Samsung adds DisplayPort and more Multi View options to second massive Ark monitor (https://www.theverge.com/2023/10/30/23938589/samsung-55-inch-odyssey-ark-2nd-gen-g97nc-gaming-monitor-price-release-date-specs-features)
Drugmakers Are Set to Pay 23andMe Millions to Access Consumer DNA (https://www.bloomberg.com/news/articles/2023-10-30/23andme-will-give-gsk-access-to-consumer-dna-data)
What's new in Red Hat OpenShift (https://www.redhat.com/en/whats-new-red-hat-openshift)
Announcing the Platform Engineering Maturity Model (https://tag-app-delivery.cncf.io/blog/announcing-the-platform-engineering-maturity-model/)
Welcoming Clearbit to the HubSpot Team (https://www.hubspot.com/company-news/welcoming-clearbit-to-hubspot)
Broadcom and VMWare Say $61 Billion Deal Will Close 'Soon' (https://financialpost.com/pmn/business-pmn/broadcom-and-vmware-say-61-billion-deal-will-close-soon)
Chainguard Raises $61 Million Series B Round as Enterprises Move to Fortify Open Source Software (https://www.chainguard.dev/unchained/series-b-funding)
Nonsense
Toyota’s Chairman Is Having His ‘I Told You So Moment’ About EVs (https://jalopnik.com/toyota-s-chairman-is-having-his-i-told-you-so-moment-1850958887)
Why Is Apple's USB-C Cable $130? (https://www.youtube.com/watch?v=AD5aAd8Oy84)
The restaurant nearest Google (https://www.theverge.com/2023/10/26/23931825/google-search-local-seo-thai-food-near-me-maps)
Boston Dynamics turned its robot dog into a talking tour guide with ChatGPT (https://www.theverge.com/2023/10/26/23933213/boston-dynamics-robot-dog-spot-top-hat)
Unilever is selling Dollar Shave Club to private equity (https://www.axios.com/2023/10/27/dollar-shave-club-unilever-private-equity)
WeWork Plans to File for Bankruptcy as Early as Next Week WSJ (https://money.usnews.com/investing/news/articles/2023-10-31/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-wsj)
Listener Feedback
Sudesh from Akami is hosting a happy hour at KubeCon (https://forms.office.com/pages/responsepage.aspx?id=bOKK9sqybUqtA5Vl5gESv9vr1eHwpWlNpikyJkP2Z9xUQTdYNk9GUThQNEgxUTRaQktCWFZINUFMRy4u)
Conferences
Nov 6-9, 2023, KubeCon NA (https://events.linuxfoundation.org/kubecon-cloudnativecon-north-america/), SDT’s a sponsor, Matt’s there.
20% off with VMware discount code: KCNA23VMWEO20.
Nov 6-9, 2023 VMware Explore Barcelona (https://www.vmware.com/explore/eu.html), Coté’s attending
Nov 7–8, 2023 RISC-V Summit | Linux Foundation Events (https://events.linuxfoundation.org/riscv-summit/)
Jan 29, 2024 to Feb 1, 2024 That Conference Texas (https://that.us/events/tx/2024/schedule/)
If you want your conference mentioned, let’s talk media sponsorships.
SDT news & hype
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Recommendations
Brandon: Bodies (https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&cad=rja&uact=8&ved=2ahUKEwjp4oGWiaSCAxUGm2oFHdwCCmIQFnoECCkQAQ&url=https%3A%2F%2Fwww.netflix.com%2Ftitle%2F81252916&usg=AOvVaw2PDqR67wZ7e4OADELL1yMS&opi=89978449)
Matt: Anti-recommendation: Lenovo Go (https://www.lenovo.com/au/en/p/accessories-and-software/keyboards-and-mice/keyboards/4y41c33748) wireless ergonomic keyboard
Photo Credits
Header (https://unsplash.com/photos/two-lighted-jack-o-lanterns-during-night-time-ed5KySP1tfQ)
Artwork (https://unsplash.com/photos/black-and-white-computer-keyboard-c4a_0kycTUE)
