Description

This week, we discuss cloud earnings, Siri teaming up with Gemini, and AI bottlenecks. Plus, is cloning your dog weird?

Watch the YouTube Live Recording of Episode 545

Runner-up Titles

• Stack the deck
• Pets and Chickens
• Blame it on Android
• They’re fungible
• Are they going to have to introduce a new principle?
• Managers of rocks
• The world we live in
• Marketing wins
• We’re the healthy skeptics

Rundown

• Ex-NFL star QB Brady claims his dog is a clone
• Cloud Earnings
  • AI & Cloud Trends for October 2025
  • Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34%
  • Google Cloud Q3 revenue surges 34% as backlog hits $155 billion
  • Microsoft Azure sees 40% revenue growth in Q1
  • Meta stock drops 10% as heightened AI spending overshadows strong results
  • Amazon revenues rise 13% on strength in cloud computing unit
  • Clouded Judgement 10.31.25 - Cloud Giants Report Q3
  • 7m OpenAI work users
• Amazon's culture went the wrong way
• Octoverse: A new developer joins GitHub every second as AI leads TypeScript to #1
  • What do we think of GitHub saying there are 180m developers in the world?
• AWS and OpenAI announce multi-year strategic partnership
  • Amazon stock jumps on $38 billion deal with OpenAI to use hundreds of thousands of Nvidia chips

Relevant to your Interests

• Azure outage: Microsoft still working on fix, says recovery expected in several hours
• Microsoft takes $3.1 billion hit from OpenAI investment
• Meta Stock Slides After Earnings.
• AWS to Bare Metal Two Years Later: Answering Your Toughest Questions
• Meta denies torrenting porn to train AI, says downloads were for “personal use”
• Shocker! Reversal in AI ROI slide-wisdom: AI does works well
• SaaS Monopoly | Khushi Lunkad
• The State of Developer Experience and Developer Productivity
• Why the “Free” Chef Version Could Be Your Most Expensive Mistake | Chef

Nonsense

• Disney yanks channels from YouTube TV after media giants fail to resolve carriage dispute | CNN Business
• Traffic hits record high as commuters rewrite the rush hour - Texas A&M Transportation Institute
• Denny's to be acquired and taken private in a deal valued at $620 million

Conferences

• SREDay Amsterdam, November 7th, Coté speaking.
• Wiz Wizdom Conferences, November 17-19, London
• DevOpsDayLA at SCALE23x, March 6th, Pasadena, CA
  • Use code: DEVOP for 50% off. CFP open until Dec. 1st.

SDT News & Community

• Join our Slack community
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• Book offer: Use code SDT for $20 off "Digital WTF" by Coté
• Sponsor the show: ads@softwaredefinedtalk.com

Recommendations

• Brandon: Liquid Glass Transparency Toggle
• Matt: The Other Two
• Coté: NØLSON shirts

Photo Credits

• Header