This week, we discuss the AI hype cycle, Astronomer’s viral moment, and yet another YAML flavor — KYAML. Plus, private equity is coming for your donuts.
Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/Lul4dCCIT24?si=qeBAZXHmFBdRuuAx) 531 (https://www.youtube.com/live/Lul4dCCIT24?si=qeBAZXHmFBdRuuAx)
Runner-up Titles
Sometimes it’s hard to make money
I’ve given into Big Donut
Maybe you can fake your way through life
At some point you have to have some expertise
AI has no taste
Can you fix my PowerPoint?
There is a chance we’re all going to be naked soon
Gobbling up the dark fiber
WHYAML
Waymo for Babies
Rundown
Beloved Texas doughnut chain sold to California equity firm (https://www.khou.com/article/news/local/shipley-do-nuts-sold-private-equity-houston-texas/285-259116a6-8819-4b32-8ca8-20359bb4f1e1)
AI Mid-Year Hype-Cycle Check-in
Gartner hype cycle (https://en.wikipedia.org/wiki/Gartner_hype_cycle)
Betting on AI: The Delusion Driving Big Tech - Last Week in AWS Podcast (https://www.lastweekinaws.com/podcast/screaming-in-the-cloud/betting-on-ai-the-delusion-driving-big-tech/)
Clouded Judgement 7.25.25 - TAMs Lie (https://cloudedjudgement.substack.com/p/clouded-judgement-72525-tams-lie?utm_source=post-email-title&publication_id=56878&post_id=169176822&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email)
Microsoft’s AI CEO thinks Copilot will age and ‘have a room that it lives in’ (https://www.theverge.com/news/713715/microsoft-copilot-appearance-feature-age-mustafa-suleyman-interview)
Flaw in Gemini CLI coding tool could allow hackers to run nasty commands (https://arstechnica.com/security/2025/07/flaw-in-gemini-cli-coding-tool-allowed-hackers-to-run-nasty-commands-on-user-devices/)
Claude Code is a slot machine (https://rgoldfinger.com/blog/2025-07-26-claude-code-is-a-slot-machine/)
The Hater’s Guide to the AI Bubble (https://www.wheresyoured.at/the-haters-gui/)
2025 Stack Overflow Developer Survey (https://survey.stackoverflow.co/2025/)
2025 Stack Overflow sentiment and usage section (https://survey.stackoverflow.co/2025/ai/#sentiment-and-usage)
Astronomer
Data Pipelines with Apache Airflow (https://www.thecloudcast.net/2025/07/data-pipelines-with-apache-airflow.html)
Astronomer (@astronomerio) on X (https://x.com/astronomerio/status/1948890827566317712?s=46&t=EoCoteGkQEahPpAJ_HYRpg)
Ryan Reynolds' ad agency, was behind the Gwyneth Paltrow Astronomer ad (https://www.businessinsider.com/ryan-reynolds-maximum-effort-gwyneth-paltrow-astronomer-ad-2025-7)
Introducing KYAML, a safer, less ambiguous YAML subset / encoding (https://github.com/kubernetes/enhancements/blob/master/keps/sig-cli/5295-kyaml/README.md#summary)
Palo Alto Networks to acquire CyberArk in $25 billion deal (https://www.cnbc.com/2025/07/30/palo-alto-networks-cyberark-deal.html)
Relevant to your Interests
Microsoft's Satya Nadella says job cuts have been 'weighing heavily' on him (https://www.cnbc.com/2025/07/24/microsoft-satya-nadella-memo-layoffs.html)
IBM shares drop as software revenue misses (https://www.cnbc.com/2025/07/23/ibm-q2-earnings-report-2025.html)
MSFT Teams in your car? (https://www.theverge.com/news/708481/microsoft-teams-mercedes-benz-integration-in-car-camera-support)
Y2K38 bug? Debian switching to 64-bit time for everything (https://www.theregister.com/2025/07/25/y2k38_bug_debian/)
A.I.-Driven Education: Founded in Texas and Coming to a School Near You (https://www.nytimes.com/2025/07/27/us/politics/ai-alpha-school-austin-texas.html)
How Anthropic teams use Claude Code (https://www.anthropic.com/news/how-anthropic-teams-use-claude-code?utm_source=changelog-news)
Anthropic unveils new rate limits to curb Claude Code power users (https://techcrunch.com/2025/07/28/anthropic-unveils-new-rate-limits-to-curb-claude-code-power-users/)
Alphabet's Q2 revenue beats estimates as cloud computing surges (https://www.fastcompany.com/91373657/alphabet-google-earnings-q2-cloud-ai)
Listener Feedback
Steve recommends Lessons from Production (https://podcast.techwithkunal.com) Podcast (https://podcast.techwithkunal.com)
Conferences
Sydney Wizdom Meet-Up (https://www.wiz.io/events/sydney-wizdom-meet-up-aug-2025), Sydney, August 7. Matt will be there.
SpringOne (https://www.vmware.com/explore/us/springone?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté’s pitch (https://www.youtube.com/watch?v=f_xOudsmUmk).
Explore 2025 US (https://www.vmware.com/explore/us?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté’s pitch (https://www.youtube.com/shorts/-COoeIJcFN4).
Wiz Capture the Flag (https://www.wiz.io/events/capture-the-flag-brisbane-august-2025), Brisbane, August 26. Matt will be there.
SREDay London (https://sreday.com/2025-london-q3/), Coté speaking, September 18th and 19th.
Civo Navigate London (https://www.civo.com/navigate/london/2025), Coté speaking, September 30th.
Texas Linux Fest (https://2025.texaslinuxfest.org), Austin, October 3rd to 4th. CFP closes August 3rd (https://www.papercall.io/txlf2025).
CF Day EU (https://events.linuxfoundation.org/cloud-foundry-day-europe/), Frankfurt, October 7th, 2025.
AI for the Rest of Us (https://aifortherestofus.live/london-2025), Coté speaking, October 15th to 16th, London.
SDT News & Community
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Recommendations
Brandon: Uber Teen (https://www.uber.com/us/en/ride/teens/)
Matt: Software Defined Interviews - Chris Dancy (https://www.softwaredefinedinterviews.com/105)
Photo Credits
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