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This week, we discuss Apple reversioning macOS, the steady state of private cloud, and Snowflake’s acquisition of CrunchyData. Plus, the eternal quest for a 5-star Uber rating.
Watch the YouTube Live Recording of Episode (https://youtube.com/live/2_81_RK24u0?feature=share) 522 (https://youtube.com/live/2_81_RK24u0?feature=share)
Runner-up Titles
Saudi crypto money
You know what humans like? Buses
I think we need 10 stars
Snow lion
Maslow’s hierarchy of enterprise needs
The Alexandria datacenter for French Telecom
Always be cobbling (https://www.youtube.com/watch?v=J_vSirIJEsY)
20-plus years of Internetting
Rundown
Apple is reportedly going to rename all of its operating systems (https://www.theverge.com/news/675945/apple-operating-systems-new-name-year-ios-macos)
Private Cloud
Still a lot - private cloud check-in, Spring 2025 (https://newsletter.cote.io/p/still-a-lot-private-cloud-check-in)
Private cloud still matters—but it doesn’t matter most (https://www.infoworld.com/article/3999740/private-cloud-still-matters-but-it-doesnt-matter-most.html)
Re: Still a lot of private cloud, numbers of cloud repatriation (higher than I thought) (https://newsletter.cote.io/p/re-still-a-lot-of-private-cloud-numbers?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbc49b775-41bb-4e71-807b-e6a892885c7f_1920x1080.png&open=false)
Cloud Repatriation is Getting Complicated (https://www.lastweekinaws.com/blog/cloud-repatriation-is-getting-complicated/?ck_subscriber_id=512840665&utm_source=convertkit&utm_medium=email&utm_campaign=[Last%20Week%20in%20AWS%20Extras]:%20Cloud%20Repatriation%20is%20Getting%20Complicated%20-%2017787123)
Snowflake to Buy Crunchy Data for $250 Million (https://www.wsj.com/articles/snowflake-to-buy-crunchy-data-for-250-million-233543ab?mod=Searchresults_pos1&page=1)
The AI browser wars are about to begin (https://www.platformer.news/ai-web-browsers-openai-perplexity-opera/?ref=platformer-newsletter&attribution_id=6838e4d00b5b820001b1eff6&attribution_type=post)
An Interview with Cursor Co-Founder and CEO Michael Truell About Coding With AI (https://stratechery.com/2025/an-interview-with-cursor-co-founder-and-ceo-michael-truell-about-coding-with-ai/)
After Klarna, Zoom's CEO also uses an AI avatar on quarterly call (https://techcrunch.com/2025/05/22/after-klarna-zooms-ceo-also-uses-an-ai-avatar-on-quarterly-call/)
The OpenAI board drama is reportedly turning into a movie (https://techcrunch.com/2025/06/03/the-openai-board-drama-is-reportedly-turning-into-a-movie/)
Lonny Ross (https://www.imdb.com/name/nm0743622/?ref_=tt_cst_t_14) from 30 Rock
Relevant to your Interests
Exclusive: Meta splits AI team to move faster (https://www.axios.com/2025/05/27/meta-ai-restructure-2025-agi-llama?utm_source=superhuman&utm_medium=newsletter&utm_campaign=claude-gets-voice-mode&_bhlid=03c16bf9c459c21bcde136b3b7ddcda9c76bf8da)
The Monster-Slaying Game You Can Play Almost Anywhere (https://www.nytimes.com/2025/05/21/arts/play-doom-ports.html?unlocked_article_code=1.KU8.W3qp.3oxjIeBU4gMc)
DOGE Days (https://sahillavingia.com/doge)
Thanks to AI, Gen Z is replacing pitch decks with pitchforks (https://thehustle.co/news/thanks-to-ai-gen-z-is-replacing-pitch-decks-with-pitch-forks)
Mark Zuckerberg says Meta AI has 1 billion monthly active users (https://www.cnbc.com/2025/05/28/zuckerberg-meta-ai-one-billion-monthly-users.html?utm_source=tldrai)
The Future of Comments is Lies, I Guess (https://aphyr.com/posts/388-the-future-of-comments-is-lies-i-guess)
Walmart Enters the Cloud Wars and Challenges Microsoft, Salesforce, Oracle, and SAP (https://cloudwars.com/cloud/walmart-enters-the-cloud-wars-and-challenges-microsoft-salesforce-oracle-and-sap/)
It’s Waymo’s World. We’re All Just Riding in It. (https://www.wsj.com/tech/waymo-cars-self-driving-robotaxi-tesla-uber-0777f570?st=uDVyF2&reflink=desktopwebshare_permalink)
Exclusive | Meta Aims to Fully Automate Ad Creation Using AI (https://www.wsj.com/tech/ai/meta-aims-to-fully-automate-ad-creation-using-ai-7d82e249)
Space Forge raises $30M Series A to make chip materials in space (https://techcrunch.com/2025/05/31/space-forge-raises-30m-series-a-to-make-chip-materials-in-space/)
AI company files for bankruptcy after being exposed as 700 Indian engineers (https://www.dexerto.com/entertainment/ai-company-files-for-bankruptcy-after-being-exposed-as-700-human-engineers-3208136/)
Clouded Judgement 5.30.25 - Moats in the Age of AI (https://cloudedjudgement.substack.com/p/clouded-judgement-53025-moats-in?utm_source=post-email-title&publication_id=56878&post_id=164602647&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email)
Reddit Sues Anthropic, Alleges Unauthorized Use of Site’s Data (https://www.wsj.com/tech/ai/reddit-lawsuit-anthropic-ai-3b9624dd?mod=tech_lead_pos1)
Ciroos.AI Emerges From Stealth, Raises $21M To Scale Agentic AI Tool For Operations Teams (https://www.crn.com/news/networking/2025/ciroos-ai-emerges-from-stealth-raises-21m-to-scale-agentic-ai-tool-for-operations-teams)
IBM Said to Have Pursued Informatica Ahead of Salesforce Deal (https://www.bloomberg.com/news/articles/2025-06-05/ibm-said-to-have-pursued-informatica-ahead-of-salesforce-deal?srnd=phx-deals)
Gemini will now automatically summarize your long emails unless you opt out (https://techcrunch.com/2025/05/30/gemini-will-now-automatically-summarize-your-long-emails-unless-you-opt-out/)
Nonsense
WeatherStar 4000+ (https://weatherstar.netbymatt.com/?hazards-checkbox=true¤t-weather-checkbox=true&latest-observations-checkbox=true&hourly-checkbox=true&hourly-graph-checkbox=true&travel-checkbox=true®ional-forecast-checkbox=true&local-forecast-checkbox=true&extended-forecast-checkbox=true&almanac-checkbox=true&spc-outlook-checkbox=true&settings-wide-checkbox=false&settings-kiosk-checkbox=false&settings-scanLines-checkbox=true&settings-speed-select=1.00&settings-units-select=us&latLonQuery=78759%2C+Austin%2C+TX%2C+USA&latLon=%7B%22lat%22%3A30.4036%2C%22lon%22%3A-97.7519%7D)
Conferences
SREDay Cologne, June 12th, 2025 (https://sreday.com/2025-cologne-q2/#tickets) - Coté speaking, discount: CLG10, 10% off.
SDT News & Community
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Recommendations
Brandon: Snapware Pyrex 18-piece Glass Food Storage Set (https://www.costco.com/snapware-pyrex-18-piece-glass-food-storage-set.product.100358145.html)
Matt: Rick Rubin: Vibe Coding is the Punk Rock of Software (https://a16z.simplecast.com/episodes/rick-rubin-vibe-coding-is-the-punk-rock-of-software-9QhxjZpI) (A16Z podcast)
Photo Credits
Header (https://unsplash.com/photos/man-driving-vehicle-with-gps-system-turned-on-kARZuSYMfrA)