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 (https://www.youtube.com/watch?v=ENsBkKFvDSU) 466 (https://www.youtube.com/watch?v=ENsBkKFvDSU)
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 (https://cloudedjudgement.substack.com/p/clouded-judgement-5324-hyperscalers?utm_source=post-email-title&publication_id=56878&post_id=144188884&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email)
OpenAI To Launch Search Engine (https://www.seroundtable.com/openai-to-launch-search-engine-37319.html)
Perplexity.AI raises $250 million with $3B valuation (https://techcrunch.com/2024/04/23/perplexity-is-raising-250m-at-2-point-5-3b-valuation-ai-search-sources-say/)
That time when Microsoft bought and killed Nokia phone unit (https://www.theregister.com/2024/05/05/microsoft_nokia_anniversary/)
The 7 biggest announcements from Apple’s iPad event (https://www.theverge.com/24148044/apple-ipad-let-loose-event-biggest-announcements-may-2024)
HashiCorp Co-Founder Reflects 48-Hours After Selling to IBM (https://open.substack.com/pub/theloganbartlettshow/p/hashicorp-co-founder-reflects-48?r=2l9&utm_medium=ios)
Relevant to your Interests
Google paid Apple $20 billion in 2022 to be Safari’s default search engine. (https://www.theverge.com/2024/5/2/24147007/google-paid-apple-20-billion-in-2022-to-be-safaris-default-search-engine)
Data Privacy: All the Ways Your Cellphone Carrier Tracks You and How to Stop It (https://www.cnet.com/tech/mobile/data-privacy-all-the-ways-your-cellphone-carrier-tracks-you-and-how-to-stop-it/)
Supercharged Developer Portals (https://engineering.atspotify.com/2024/04/supercharged-developer-portals/)
VMware eases changes and deadlines for CSPs (https://www.theregister.com/2024/05/01/vmware_cloud_partner_changes/)
Over 400 million Google accounts have used passkeys, but our passwordless future remains elusive (https://www.theverge.com/2024/5/2/24147030/google-passkey-passwordless-authentication-400-million-accounts)
Wiz deal to acquire Lacework collapses | CTech (https://www.calcalistech.com/ctechnews/article/hj3v0algc)
Snowflake releases a flagship generative AI model of its own | TechCrunch (https://techcrunch.com/2024/04/24/snowflake-releases-a-flagship-generative-ai-model-of-its-own/?ref=runtime.news)
Open sourcing Octo STS (https://www.chainguard.dev/unchained/open-sourcing-octo-sts)
Apple is an edge computing company. (https://www.threads.net/@benedictevans/post/C6hJol6uCht/?xmt=AQGzm5jTjO-azBUGdYe3GtrTcZuYxq_qB08WbCMmlWwqSQ)
EQT snaps up API and identity management software company WSO2 for more than $600M | TechCrunch (https://techcrunch.com/2024/05/03/eqt-snaps-up-enterprise-software-company-wso2-for-more-than-600m/)
Alternative clouds are booming as companies seek cheaper access to GPUs | TechCrunch (https://techcrunch.com/2024/05/05/coreweaves-1-1b-raise-shows-the-market-for-alternative-clouds-is-booming/)
VMware Cloud on AWS - Here Today, Here Tomorrow | Hock Tan, President and CEO Broadcom (https://www.broadcom.com/blog/vmware-cloud-on-aws-here-today-here-tomorrow)
Amazon's AWS to double down on Singapore with additional $9 billion cloud investment (https://www.cnbc.com/2024/05/07/amazons-aws-to-invest-nearly-9-billion-in-singapore.html)
How the US Is Destroying Young People’s Future | Scott Galloway | TED (https://www.youtube.com/watch?v=qEJ4hkpQW8E)
UniSuper and GCP (https://twitter.com/quinnypig/status/1787792760336257153?s=46&t=tKrY7ObmfMDBTim-ug3gOw)
AWS ‘Disappointed’ It’s No Longer A VMware Cloud On AWS Reseller; Future Of Product In Doubt (https://www.crn.com/news/cloud/2024/aws-disappointed-its-no-longer-a-vmware-cloud-on-aws-reseller-future-of-product-in-doubt)
Red Hat Rethinks the Linux Distro for the Container Age (https://thenewstack.io/red-hat-rethinks-the-linux-distro-for-the-container-age/)
Why companies list fake jobs (https://thehustle.co/news/why-companies-list-fake-jobs)
Nonsense
Justice for cord boxes!!! (https://www.threads.net/@kevinroose/post/C6hhdoDvQ2F)
Burnout - When does work start feeling pointless? | DW Documentary (https://www.youtube.com/watch?v=raVms8w61No)
North Yorkshire to drop apostrophes from street signs (https://www.localgov.co.uk/North-Yorkshire-to-drop-apostrophes-from-street-signs/60329)
Wife Surprises Husband With Birthday Party at Costco (https://youtu.be/cnLB6FH7SmY?si=O1HZ_tlJ2eDIuOvu)
Conferences
Executive Dinner in Atlanta, May 22nd (https://sincusa.com/events/tanzu-atlanta-ga-dinner/) - Coté is hosting it with a former Home Depot platform engineer, Tony.
MS Build (https://build.microsoft.com/en-US/home), Seattle May 21-23, Matt will be there
NDC Oslo (https://substack.com/redirect/8de3819c-db2b-47c8-bd7a-f0a40103de9e?j=eyJ1IjoiMmQ0byJ9.QKaKsDzwnXK5ipYhX0mLOvRP3vpk_3o2b5dd3FXmAkw), Coté speaking (https://substack.com/redirect/41e821af-36ba-4dbb-993c-20755d5f040a?j=eyJ1IjoiMmQ0byJ9.QKaKsDzwnXK5ipYhX0mLOvRP3vpk_3o2b5dd3FXmAkw), June 12th.
DevOpsDays Amsterdam (https://devopsdays.org/events/2024-amsterdam/welcome/), June 19-21, 2024, Coté speaking.
DevOpsDays Birmingham, August 19–21, 2024 (https://devopsdays.org/events/2024-birmingham-al/welcome/).
SpringOne (https://springone.io/?utm_source=cote&utm_campaign=devrel&utm_medium=newsletter&utm_content=newsletterUpcoming)/VMware Explore US (https://blogs.vmware.com/explore/2024/04/23/want-to-attend-vmware-explore-convince-your-manager-with-these/?utm_source=cote&utm_campaign=devrel&utm_medium=newsletter&utm_content=newsletterUpcoming), August 26–29, 2024.
SREday London 2024 (https://sreday.com/2024-london/), September 19th to 20th, Coté speaking. 20% off with the code SRE20DAY (https://sreday.com/2024-london/#tickets).
SDT news & hype
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Use the code SDT to get $20 off Coté’s book, 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: Fallout (https://www.amazon.com/Fallout-Season-1/dp/B0CN4GGGQ2)
Matt: The Comfortable Problem of Mid TV (https://www.nytimes.com/2024/04/27/arts/television/mid-tv.html?unlocked_article_code=1.oE0.8Bfm.OYcqiUg-VWaa)
Coté:
My book is on sale at Leanpub (https://twitter.com/leanpub/status/1787799577690771709).
Get XP for donating miles with KLM/Flying Blue (https://www.flyingblue.com/en/mileshub/donate).
Trade show interview (https://www.youtube.com/watch?v=hqVcqdR6Gk8)
Photo Credits
Header (https://unsplash.com/photos/black-nokia-candybar-phone-F5V6d7nPsLQ)
Artwork (https://unsplash.com/photos/white-and-black-board-on-brown-wooden-surface-FvhyAFRE414)
