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 (https://www.youtube.com/live/1FjknxuDc9Y?si=JH6rSQHErGMQQp9w) 545 (https://www.youtube.com/live/1FjknxuDc9Y?si=JH6rSQHErGMQQp9w)
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 (https://www.espn.com/nfl/story/_/id/46848973/tom-brady-says-dog-clone-family-previous-pet)
Cloud Earnings
AI & Cloud Trends for October 2025 (https://www.thecloudcast.net/2025/11/ai-cloud-trends-for-october-2025.html)
Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34% (https://www.cnbc.com/amp/2025/10/29/alphabet-google-q3-earnings.html)
Google Cloud Q3 revenue surges 34% as backlog hits $155 billion (https://www.constellationr.com/blog-news/insights/google-cloud-q3-revenue-surges-34-backlog-hits-155-billion)
Microsoft Azure sees 40% revenue growth in Q1 (https://www.constellationr.com/blog-news/insights/microsoft-azure-sees-40-revenue-growth-q1)
Meta stock drops 10% as heightened AI spending overshadows strong results (https://www.cnbc.com/2025/10/30/meta-stock-earnings-ai-spend.html)
Amazon revenues rise 13% on strength in cloud computing unit (https://giftarticle.ft.com/giftarticle/actions/redeem/b798e937-c39d-4e40-84a6-aa9210774e49)
Clouded Judgement 10.31.25 - Cloud Giants Report Q3 (https://cloudedjudgement.substack.com/p/clouded-judgement-103125-cloud-giants?utm_source=post-email-title&publication_id=56878&post_id=177617088&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email)
7m OpenAI work users (https://openai.com/index/1-million-businesses-putting-ai-to-work/)
Amazon's culture went the wrong way (https://cote.io/2025/11/01/amazons-culture-went-the-wrong.html)
Octoverse: A new developer joins GitHub every second as AI leads TypeScript to #1 (https://github.blog/news-insights/octoverse/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? (https://cote.io/2025/10/31/what-do-we-think-of.html)
AWS and OpenAI announce multi-year strategic partnership (https://www.aboutamazon.com/news/aws/aws-open-ai-workloads-compute-infrastructure)
Amazon stock jumps on $38 billion deal with OpenAI to use hundreds of thousands of Nvidia chips (https://finance.yahoo.com/news/amazon-stock-jumps-on-38-billion-deal-with-openai-to-use-hundreds-of-thousands-of-nvidia-chips-145357373.html)
Relevant to your Interests
Azure outage: Microsoft still working on fix, says recovery expected in several hours (https://www.cnbc.com/2025/10/29/microsoft-hit-with-azure-365-outage-ahead-of-quarterly-earnings.html)
Microsoft takes $3.1 billion hit from OpenAI investment (https://www.cnbc.com/amp/2025/10/29/microsoft-open-ai-investment-earnings.html)
Meta Stock Slides After Earnings. (https://www.investors.com/news/technology/meta-stock-q3-2025-earnings-ai-meta-news-zuckerberg/)
AWS to Bare Metal Two Years Later: Answering Your Toughest Questions (https://oneuptime.com/blog/post/2025-10-29-aws-to-bare-metal-two-years-later/view)
Meta denies torrenting porn to train AI, says downloads were for “personal use” (https://arstechnica.com/tech-policy/2025/10/meta-says-porn-downloads-on-its-ips-were-for-personal-use-not-ai-training/)
Shocker! Reversal in AI ROI slide-wisdom: AI does works well (https://cote.io/2025/11/01/shocker-reversal-in-ai-roi.html)
SaaS Monopoly | Khushi Lunkad (https://www.linkedin.com/posts/khushilunkad_saas-monopoly-activity-7390752595469914112-UWVw?utm_medium=ios_app&rcm=ACoAAADVjQ8Btsl3lKfl-gEYa6_6hmjCdJyRJyw&utm_source=social_share_send&utm_campaign=copy_link)
The State of Developer Experience and Developer Productivity (https://lp.jetbrains.com/devex-productivity-report-full-2025-dataviz/?tab-OneOfTabWrapperBlock-1756889760421-44980=their-top-pain-points-)
Why the “Free” Chef Version Could Be Your Most Expensive Mistake | Chef (https://www.chef.io/blog/chef-open-source-software-advice)
Nonsense
Disney yanks channels from YouTube TV after media giants fail to resolve carriage dispute | CNN Business (https://www.cnn.com/2025/10/30/media/disney-youtube-deal-biz-hnk)
Traffic hits record high as commuters rewrite the rush hour - Texas A&M Transportation Institute (https://tti.tamu.edu/2025/10/traffic-hits-record-high-as-commuters-rewrite-the-rush-hour/)
Denny's to be acquired and taken private in a deal valued at $620 million (https://apnews.com/article/dennys-investors-deal-private-company-f626f6b8c27f29f698a5c823ba855fc3)
Conferences
SREDay Amsterdam (https://sreday.com/2025-amsterdam-q4/), November 7th, Coté speaking.
Wiz Wizdom Conferences (https://www.wiz.io/wizdom), November 17-19, London
DevOpsDayLA at SCALE23x (https://www.socallinuxexpo.org/scale/23x), March 6th, Pasadena, CA
Use code: DEVOP for 50% off. CFP open until Dec. 1st.
SDT News & Community
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Recommendations
Brandon: Liquid Glass Transparency Toggle (https://www.macrumors.com/guide/ios-26-1-features/)
Matt: The Other Two (https://www.imdb.com/title/tt8310612)
Coté: NØLSON shirts (https://nolson.nl)
Photo Credits
Header (https://unsplash.com/photos/a-dog-sniffing-a-box-full-of-chickens-wyCOBbCztVw)
