Description

This week, Brian Gracely joins to dissect strategic choices made by Broadcom, Docker, Netflix and Intel. Plus: The AI Bifurcation—are models commodities or product pillars?

Rundown

• Licensing in VMware Cloud Foundation 9.0
• Hardened Images for Everyone
• Introducing Chainguard EmeritOSS
• Netflix to Acquire Warner Bros.
• Anthropic reportedly preparing for one of the largest IPOs

Conferences

• cfgmgmtcamp 2026, February 2nd to 4th, Ghent, BE.
  • Coté speaking and doing live SDI with John Willis.
• DevOpsDayLA at SCALE23x, March 6th, Pasadena, CA
  • Use code: DEVOP for 50% off.
• Devnexus 2026, March 4th to 6th, Atlanta, GA.
• Whole bunch of VMUGs, mostly in the US. The CFPs are open, go speak at them! Coté speaking in Amsterdam.
  • Amsterdam (March 17-19, 2026), Minneapolis (April 7-9, 2026), Toronto (May 12-14, 2026), Dallas (June 9-11, 2026), Orlando (October 20-22, 2026)

SDT News & Community

• Join our Slack community
• Email the show: questions@softwaredefinedtalk.com
• Free stickers: Email your address to stickers@softwaredefinedtalk.com
• Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky
• Watch us on: Twitch, YouTube, Instagram, TikTok
• Book offer: Use code SDT for $20 off "Digital WTF" by Coté
• Sponsor the show: ads@softwaredefinedtalk.com

Photo Credits

• Header

Special Guest: Brian Gracely.