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 (https://www.youtube.com/watch?v=jfWDSWwjpPM) 472 (https://www.youtube.com/watch?v=jfWDSWwjpPM)
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 (https://www.threads.net/@aakashg0/post/C78Ob6MBYxv)
Get it from Google (https://cloud.google.com/resources/forrester-wave-ai-foundation-models?hl=en).
Nvidia
Nvidia Earnings: Stock Rallies As AI Giant Reports 600% Profit Explosion, 10-For-1 Stock Split (https://www.forbes.com/sites/dereksaul/2024/05/22/nvidia-earnings-stock-rallies-as-ai-giant-reports-600-profit-explosion/?sh=18dffe2e4679)
Nvidia: Short bets against stock top $34B (https://finance.yahoo.com/video/nvidia-short-bets-against-stock-143717553.html)
Nvidia to Become $10T Company: I/O Fund's Kindig (https://www.bloomberg.com/news/videos/2024-05-23/i-o-fund-s-kindig-nvidia-to-become-10t-company-video)
Intel CEO Fires Back at Nvidia in Battle for AI Chip Leadership (https://www.bloomberg.com/news/articles/2024-06-04/intel-ceo-fires-back-at-nvidia-in-battle-for-ai-chip-leadership)
Peak Nvidia (https://x.com/netcapgirl/status/1797994922735522260)
Solomon Hykes & Dagger (https://www.thecloudcast.net/2024/06/solomon-hykes-dagger.html)
Relevant to your Interests
Ghost jobs : The Indicator from Planet Money (https://www.npr.org/2024/06/07/1197965117/ghost-jobs)
Apple to ‘Pay’ OpenAI for ChatGPT Through Distribution, Not Cash (https://www.bloomberg.com/news/articles/2024-06-12/apple-to-pay-openai-for-chatgpt-through-distribution-not-cash)
Broadcom soars as demand for AI chips power forecast raise (https://finance.yahoo.com/news/broadcom-soars-demand-ai-chips-121601719.html)
Clouded Judgement 6.14.24 - Is Seat Based Pricing Dead? (https://cloudedjudgement.substack.com/p/clouded-judgement-61424-is-seat-based?utm_source=post-email-title&publication_id=56878&post_id=145395123&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email)
Olivier Pomel (CEO, Datadog) Shares Every Lesson From Scaling to $40B (https://www.theloganbartlettshow.com/archive/ep-108-olivier-pomel-ceo-datadog-shares-every-[…]om-scaling-to-40b?utm_source=substack&utm_medium=email)
US sues Adobe for hiding termination fees and making it difficult to cancel subscriptions (https://techcrunch.com/2024/06/17/us-sues-adobe-for-hiding-termination-fees-and-making-it-difficult-to-cancel-subscriptions/)
Senior Engineer Fatigue (https://luminousmen.com/post/senior-engineer-fatigue?utm_source=changelog-news)
AWS’ AI And GenAI Leader Leaves For DigitalOcean As New CTO (https://www.crn.com/news/cloud/2024/aws-ai-and-genai-leader-jumps-to-digitalocean-as-new-cpto)
The Framework Laptop 13 is about to become one of the world’s first RISC-V laptops (https://www.theverge.com/2024/6/18/24181278/framework-laptop-risc-v-laptop-isa-arm-amd-intel-x86)
A Look Back at Q1 '24 Public Cloud Software Earnings (https://open.substack.com/pub/cloudedjudgement/p/a-look-back-at-q1-24-public-cloud?r=2l9&utm_medium=ios)
Nonsense
You can renew U.S. passports online again (https://www.washingtonpost.com/travel/2024/06/12/passport-renewal-online-travel/)
The Excel superstars throw down in Vegas (https://www.theverge.com/c/24133822/microsoft-excel-spreadsheet-competition-chapmionship)
Conferences
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/)
DevOpsDays Antwerp (https://devopsdays.org/events/2024-antwerp/welcome/), 15th anniversary, Sep 4th-5th.
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
Join us in Slack (http://www.softwaredefinedtalk.com/slack).
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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: Houston Public Library (https://houstonlibrary.org/mylink) and Libby (https://libbyapp.com/interview/welcome#doYouHaveACard)
Matt: Dissect podcast (https://dissectpodcast.com/)
Coté: Ikea RIKLIG (https://www.ikea.com/nl/en/p/riklig-teapot-glass-40297848/) - small, glass teapot.
Photo Credits
Header (https://unsplash.com/photos/a-small-animal-standing-on-top-of-a-pile-of-rocks-pk8WuEOSPHA)
Artwork (https://unsplash.com/photos/close-up-photography-of-green-motherboard--9jmFkN-_U4)
Wave (https://www.threads.net/@aakashg0/post/C78Ob6MBYxv)
