RIA Weekly

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Sinopse

Michael Cote and Ryan Stewart wrap up the weeks news and commentary in RIAs.

Episódios

  • Episode 97: The novel strategy of making money, and investing to do so - Amazon + Whole Foods

    29/06/2017 Duração: 01h03min

    Looks like we’ll be getting cheaper organic food what with Amazon buying Whole Foods. What exactly is the strategy at play here, though? Other than the obvious thing of doing online groceries, how is Amazon advantaged here such that others (like Wal-mart), can’t simply do this themselves. We go over these questions and how they related to M&A in general. Plus recommendations and some podcast meta talk. Mid-roll This episode is sponsored by Casper, who’s looking for some good senior SREs (https://boards.greenhouse.io/casper/jobs/649758?gh_jid=649758). If you’re into building out and managing infrastructure that keeps code running and makes sure you can sleep soundly at night, check out the job listing, apply (https://boards.greenhouse.io/casper/jobs/649758?gh_jid=649758), and be sure to mention that you heard about it on Software Defined Talk. According to Glassdoor reviews (https://www.glassdoor.com/Overview/Working-at-Casper-EI_IE990859.11,17.htm), it’s a damn fine place to work. You can also just email jobs

  • Episode 96: An AWS private cloud strategy, kubernetes aplenty, microservices by yaml, & detailed hot-dog creature analysis

    02/06/2017 Duração: 01h07min

    The cat-nip of Mary Meeker's Internet Trends report is out this week so we discuss the highlights which leads to a sudden discussion of what an Amazon private cloud product would look like. Then, with a raft of new container related news we sort out what CoreOS is doing with their Tectonic managed service, what Heptio is (the Mirantis of Kubernetes?), and then a deep dive into the newly announced Istio which seems to be looking to create a yaml-based(!) standard for microservices configuration and policy and, then, the actual code for managing it all. Also, an extensive analysis of a hot-dog display, which is either basting itself or putting on some condiment-hair. Alternate Titles I've seen this hot-dog before. I’ve been doing this since dickity-4 I’m sticking with the Mary Meeker slides, you nerds go figure it out Mid-roll Pivotal Cloud-native workshop in DC, June 7th (http://connect.pivotal.io/Cloud-Native-Strategy-Workshop-DC.html). LOOK, MA! I PUT IN DATES! DevOpsDays Minneapolis, July 25 to 26th: get 2

  • Episode 95: Beans, fruit, booze, bathrooms, & ChefConf

    24/05/2017 Duração: 01h20min

    Live-to-tape from ChefConf 2017, in Austin, we talk about what's going on in Chef land now, esp. in relation to compliance/policy and Habitat. We also discuss the Texas bathroom bill and Matt Ray's latest trip report on international travel. There's an important update on Coté's bean position as well. See the video recording (https://www.pscp.tv/cote/1DXxyyoyRjLxM), if you're into that kind of thing. Mid-roll Pivotal Cloud-native workshop in DC, June 7th (http://connect.pivotal.io/Cloud-Native-Strategy-Workshop-DC.html). DevOpsDays Minneapolis, July 25 to 26th: get 20% off registration with the code SDT (https://devopsdays-minneapolis-2017.eventbrite.com?discount=SDT) (Thanks, Bridget!). Coté: CF Summit June 13 to 15, 2017 (https://www.cloudfoundry.org/event/summit-silicon-valley-2017/). 20% off registration code: cfsv17cote Coté: Want 2 days of Spring knowledge? Check out SpringDays (https://www.springdays.io/ehome/index.php?eventid=228094&) SpringDays.io Get half-off with the code SpringDays_HalfOff Chicago

  • Episode 94: The Donnie Berkholz Episode, "Freedom in health-care: a regular 'heck of a job, Comey' situation," DevOps & security, & Canonical's IPO ambitions

    16/05/2017 Duração: 59min

    In a too rare spate of social commentary, we start talking about the price of hipster avocados in Australia and US health insurance. With one of our favorite analysts moving over the enterprise side, we talk about what it'd be like going through that door. We then wrap up talking about Canonical's IPO talk, related OpenStack market discussion, and then use CyberArk's acquisition of Conjur to discuss the state of privileges access management (PAM). We end, as always, with recommendations, including some CostCo discussion. See the full show notes at http://www.softwaredefinedtalk.com/94 Mid-roll DevOpsDays MSP, July 25th to 26th: get 20% off registration with the code SDT (https://devopsdays-minneapolis-2017.eventbrite.com?discount=SDT) (Thanks, Bridget!). Coté: CF Summit June 13 to 15, 2017 (https://www.cloudfoundry.org/event/summit-silicon-valley-2017/). 20% off registration code: cfsv17cote Coté: Want 2 days of Spring knowledge? Check out SpringDays (https://www.springdays.io/ehome/index.php?eventid=228094&)

  • Episode 93: Cloud Rules Everything Around Me - Red Hat, Moby, Docker CEO, and Halo Effect’ing The First Cloud Wars

    03/05/2017 Duração: 01h01min

    There's much news in the container world with DockerCon and Red Hat having had conferences, plus Docker gets a new CEO. We also do a hindsight analysis of what wrong with the losers of the Cloud Wars. And, as always, recommendations from the three of us. Mid-roll Coté: CF Summit 2017 (https://www.cloudfoundry.org/event/summit-silicon-valley-2017/) - 20% off registration code: cfsv17cote Coté: Want 2 days of Spring knowledge? Check out SpringDays in ATL, NYC, and Chicago (https://www.springdays.io/ehome/index.php?eventid=228094&). Get 50% w/code SpringDays_HalfOff: SpringDays.io in Chicago (May 30th to 31st) (https://www.springdays.io/ehome/spring-days/chicago), New York (June 20th to 21st) (https://www.springdays.io/ehome/spring-days/new-york), and Atlanta (July 18th to 19th) (https://www.springdays.io/ehome/spring-days/atlanta) Coté: OSCON Expo Plus (https://conferences.oreilly.com/oscon/oscon-tx/public/content/exhibitplus) discount: I wanted to present to you a Free Expo hall Plus Pass for OSCON coming to A

  • Episode 92: The middle-class metallurgical people - boothing, streaming sportsball, M&As & IPOs

    09/04/2017 Duração: 51min

    Having something to sell is always key to a profitable business. We explore this life-hack of the business world in discussion Twitter and then Amazon licensing Thursday night football. There's also some brief talk of Akamai buying SOASTA, Cloudera filing to IPO, and the lost dichotomy of agent/agentless. Mid-roll Coté: CF Summit - June 13 to 15th, 2017 (https://www.cloudfoundry.org/event/summit-silicon-valley-2017/). 20% off registration code: cfsv17cote Coté: Cloud Native Roadshows, with Pivotal and Google Cloud (https://pivotal.io/event/pivotal-cloud-native-roadshow): Boston, Chicago, MSP, Atlanta, DC, Charlotte, Detroit, Toronto, St. Louis, Paris, London, Munich, Stuttgart, Dallas, Denver, LA, Seattle, San Francisco, Amsterdam, Seoul, Hong Kong, Sydney, Singapore. Coté: my big old how to cloud strategy paper is out, find the link at cote.io/cloud2 (https://content.pivotal.io/ebooks/crafting-your-cloud-native-strategy). LEAD-GEN YERSELF! Matt: DevOps Days Tokyo April 25th (https://www.devopsdays.org/event

  • Episode 91: Container orchestration framework names you can't pronounce, for $500. Or, everything’s coming Up kubernetes.

    30/03/2017 Duração: 54min

    We discuss the continual rise of Kubernetes, with Amazon as seemingly the main hold-out. This leads to a not-too-painful discussion of the stat of open source, at least how companies are using it tactically. Then we close out discussing the rumor that Oracle is considering buying Accenture and how the enterprise software plus services model seems to be panning out. Mid-roll Coté: CF Summit - June 13 to 15th, 2017 (https://www.cloudfoundry.org/event/summit-silicon-valley-2017/) - 20% off registration code: cfsv17cote. Also: DrunkAndRetired reboot (http://www.cote.show/22), hopefully. Matt: AWS Summit Sydney next week (https://aws.amazon.com/summits/sydney/) DevOps Days Tokyo April 25th (https://www.devopsdays.org/events/2017-tokyo/welcome/) Hands on Habitat Tokyo April 26th (https://events.chef.io/events/hands-habitat-tokyo/) Chef Meetup - Singapore April 29th (https://pages.chef.io/ChefMeetup_Singapore_RSVP.html) ChefConf May 22-24 ChefConf 2017 Teaser (https://www.youtube.com/watch?v=DhHpt-Xhj84), early-bir

  • Episode 90: These strategies work really well except for when they’re totally fucked

    15/03/2017 Duração: 01h01min

    While it's unknown how much time you should let your kids play Minecraft, it's equally unclear at the moment who'll win the second cloud wars. Between Google, Azure, AWS, and all the others, how companies differentiate themselves and what customers will buy on isn't sorted just yet. We discuss Google Next, Pivotal's momentum announcement, and serious theories for Okta IPO'ing. Pardon the shoddily formatted show notes below, Coté was in a hurry to get to Spring Break. Google NEXT Competing on features? Or just pricing and brand? The "complete solution." Richard summarizes announcements (https://www.infoq.com/news/2017/03/google-cloud-next) More from Google... (https://cloudplatform.googleblog.com/2017/03/Google-Cloud-Platform-your-Next-home-in-the-cloud.html) Cheaper, faster, more data centers Google Cloud Dataprep for cleaning up data for ingestion Cloud Opinion's Keynote Day 1 (https://medium.com/@cloud_opinion/google-next-day-1-keynotes-45c78be3dbfc) "Differentiation from other cloud providers — "we are Goo

  • Episode 89: The Shit Show Matrix, or, they’re following the playbook which is basically unprofitable

    08/03/2017 Duração: 01h06min

    Docker’s new enterprise SKUs and, once again, the open-core model. Also: IPO mania with Snap and MuleSoft. In discussion Docker EE, we start with a discussion on how socket-based pricing may seem goofy, but all pricing schemes are pretty weird, so you gotta choose one. We then try to dissect what exactly you get with the enterprise edition and conclude that we should have done more prep work. Mid-roll Coté wrote about Java at The Register (http://www.theregister.co.uk/2017/03/03/pizza_roaches_and_java/). Coté: CF Summit - June 13 to 15th, 2017 (https://www.cloudfoundry.org/event/summit-silicon-valley-2017/) - register with the code cfsv17cote for 20%! Matt: DevOps Melbourne March 28th (https://www.meetup.com/devops-melbourne/events/237351075/) Talking Compliance as Code ChefConf May 22-24 (https://chefconf.chef.io/2017/) - early-bird pricing through March 31st Coté: check out Pivotal’s DIY platform paper (http://softwaredefinedtalk.com/diyplatform). tl;dr: for $7m/year with a two year on-ramp, you could buil

  • Episode 88: Docker is just cheap VMware, right?

    18/02/2017 Duração: 01h02s

    There's tell that some people just look at containers as a cheaper way to virtualize, eschewing the fancy-lad "cloud-native stuff." We discuss that idea, plus "the enterprise cloud wars," and also our feel that Slack is actually a really good tool and company. Old folk jokes Steve Gillmor (https://twitter.com/stevegillmor) Grandpa walking in and out of Simpson's (http://giphy.com/gifs/fDO2Nk0ImzvvW). "The Southern Cross" (https://www.youtube.com/watch?v=Bw9gLjEGJrw) Follow-up No call yet from papercall (https://twitter.com/cote/status/832260016346431488) JJ says when you SSH into a container then you are doing lightweight virtualization. I ask is this really a bad thing? Check it out on Coté Show #21 (http://www.cote.show/21). It was Hooch, Turner was the human (https://en.wikipedia.org/wiki/Turner_%26_Hooch). Coté: follow-up, my DevOpsDays Charlotte talk recording is up (https://www.youtube.com/watch?v=VJE0c7kY8rg). Also, finally learned how to spell "Charlotte." - See it at cote.io/not-devops (http://cote.i

  • Episode 87: Snap's cloud billions, Google's social, Monitoring Startups considered hard, DHS wants your passwords

    11/02/2017 Duração: 59min

    Snap is looking to spend billions on AWS and Google Cloud over the next five years. We talk about what exactly that could be for, then check in with Google's social strategy and thermostat strategies; meanwhile, the America Fuck Yeah crew wants to start gathering passwords at the boarder. Also, Brandon lays out the case that an open-core monitoring startup is a hard row to hoe. Also, Baltimore is not in Maine. (But Coté is pretty sure it actually is.) Mid-roll Coté: we're a media sponsor for DevOpsDays Baltimore (https://www.devopsdays.org/events/2017-baltimore/welcome/), March 7th to 8th. No discount code yet, but we're getting one. Coté: Come see me talk at the Austin Cloud Meetup, Feb 22nd (https://www.meetup.com/Austin-Cloud-Native-Meetup/events/237172788/) Matt: Microsoft Ignite Australia: Chef will have a booth & a talk (https://events.chef.io/events/microsoft-ignite-australia/) ChefConf ChefConf 2017 Teaser (https://www.youtube.com/watch?v=DhHpt-Xhj84) Coté: check out Pivotal's DIY platform paper (htt

  • Episode 86: Life after artisanal pork rinds (i.e. tech M&A), CostCo Down Under

    30/01/2017 Duração: 01h01min

    With a flurry of M&A over the past few weeks, we discuss some of the more popular ones: AppDynamics, Trello, and Apiary. These kind of buys are all about what the acquirer plans to do with the new “asset” and the financial health of the company being acquired. We discuss these recent acquisitions, including who the “losers” are. Also, the low-down on CostCo in Australia! Mid-roll Coté: I’m speaking at DevOpsDays Charlotte (https://www.devopsdays.org/events/2017-charlotte/agenda/), day two keynote, I think. Use the code SDT to get 25% off! Matt: Talking Chef at the AWS Sydney User Group (https://www.meetup.com/AWS-Sydney/events/232172236/) Microsoft Ignite Australia: Chef will have a booth & a talk (https://events.chef.io/events/microsoft-ignite-australia/) ChefConf ChefConf 2017 Teaser (https://www.youtube.com/watch?v=DhHpt-Xhj84) Coté: much self-promotion to catch up on: I’m writing more “original content” on my blog (https://cote.io/), and plan to write more; subscribe to my newsletter for a round-up of st

  • Episode 85: Being an analyst without being an asshole - Coté’s professional life, part 2

    20/01/2017 Duração: 48min

    In part two of Coté navel gazing, we discuss Coté’s life as an analyst and strategists. Matt Ray is off in Australia-land, so it’s just Brandon and Coté. We discuss: what IT analyst work on; working with marketers that have poor, nothing new material; learning how to function inside a large company in the executive suite; M&A and investment bankers, getting shit done in large companies (it’s always slow), like Project Sputnik. Mid-roll DevOpsDays Charlotte (https://www.devopsdays.org/events/2017-charlotte/welcome/), Feb 6th and 7th, 2017 - get 25% of when you register with the code SDT. Coté’s speaking at it! ChefConf 2017 Teaser (https://www.youtube.com/watch?v=DhHpt-Xhj84) Show Notes See part one of this series (http://www.softwaredefinedtalk.com/79). Coté’s published work (http://redmonk.com/cote/) at RedMonk. Coté’s analysis on disruption in the industry analyst business (https://cote.io/2015/02/19/the-new-industry-analysts-again/), going over the business as it matters to the individual analysts. A discu

  • Episode 84: 2017 Predictions: cloud, containers, AI

    21/12/2016 Duração: 01h07min

    After speculating on GitHub’s business we throw out our 2017 predictions. We cover AWS, containers, AI, and government IT. Since holiday family time is coming up, Brandon also suggests some simple family IT help-desk tasks - like backup - and throws out the stretch goal of discussing 2FA at the dinner table. Mid-roll Coté: Come see me January 10th in Phoenix (https://www.meetup.com/Arizona-Cloud-Foundry-Meetup/events/236191762/), 5:30pm at the Galvanize Office. Free parking! Coté: Pivotal Cloud Foundry 1.9 is out. It adds in Google Cloud & Azure support, so you’re all multi-cloud ready; it will run 250,000 containers concurrently; you can now auto-scale on based on new metrics like HTTP Latency and HTTP Throughput, so when your app seems slow to users, the platform kicks in to make it go faster (previously, CPU; Spring Boot developers will see handy diagnostics info about their apps with new Actuator (diagnostic thing) integrations; devs can use PCF to run “tasks” (one time processes); and, of course, a slew

  • Episode 83: I think the word we object to is "DevOps"

    16/12/2016 Duração: 54min

    ...Statler and Waldorf talk with Fozzie ...What's the "OpsOps" of DevOps?. ...Never say you're going to spend $1bn on anything What exactly is DevOps? We dare to discuss that at first and then get into Amazon's new managed hosting offering. There's some new container news with containerd from DockerInc land, and some little notes on Azure's features and Cisco's InterCloud shutting down. Also, we find out which Muppet each of us would be played by in The Muppets Take Over Software Defined Talk. Mid-roll Coté: Come see me January 10th in Phoenix (https://www.meetup.com/Arizona-Cloud-Foundry-Meetup/events/236191762/), 5:30pm at the Galvanize Office. Free parking! Coté: check out my interview with Tony at Home Depot about their first year being cloud native, on Pivotal Cloud Foundry (https://blog.pivotal.io/pivotal-conversations/features/045-cloud-native-at-home-depot-with-tony-mcculley). They went from 0 to ~150 apps in their first year. Like, real, business critical apps that you probably end up interacting wit

  • Episode 82: Attack of the two-pizza teams

    08/12/2016 Duração: 57min

    ...Eventually, someone has to clean up the leftover pizza. ...That sweet OpEx. ..."Easy to stay." Amazon came out with a slew of features last week. This week we discuss them and take some cracks at the broad, portfolio approach at AWS compared to historic (like .Net) platform approaches. We also discuss footwear and what to eat and where to stay in Las Vegas. Footware Kenneth Cole slip on shoes (http://amzn.to/2gH6OzD). Keen Austin shoes, slip-on (http://amzn.to/2h2gveX) and lace (http://amzn.to/2ggll4y). The Doc Martin's Coté used to wear, Hickmire (http://amzn.to/2hlPnIJ). Mid-roll Coté: the Cloud Native roadshows are over, but check out the cloud native WIP I have at cote.io/cloud2 (http://cote.io/cloud2) or, just check out some excerpts on working with auditors (https://medium.com/@cote/auditors-your-new-bffs-918c8671897a#.et5tv7p7l), selecting initial projects (https://medium.com/@cote/getting-started-picking-your-first-cloud-native-projects-or-every-digital-transformation-starts-d0b1295f3712#.v7jpyjvro

  • Episode 81: DevOpsDays Sydney 2016

    07/12/2016 Duração: 46min

    It's a special interloper episode from Australia! Matt Ray guests on the Arrested DevOps show live-to-tape from DevOpsDays Sydney, along with Bridget Kromhout, Matthew Jones, Lindsay Holmwood, Mick Pollard, Katie McLaughlin. Special Guest: Bridget Kromhout.

  • Episode 80: The case for flying Southwest and Oracle buying Dyn, and containers

    28/11/2016 Duração: 45min

    With all the domestic, direct flight, the gang lays out the case for Southwest. Coté salivates at the prospect but is worried about sitting next to chicken cages, but there's plenty of $500 shoe sales people on board. We also discuss Oracle buying Dyn, AWS's power, the looming cloud success of Microsoft, and, of course, containers. Octogenarian style: It’s episode 80! The Brittle Bones Anniversary. Feedback & Follow-up At least one person came correct (https://twitter.com/scrub/status/800844876908789760) and said CostCo. I think we’re now in the 2,000 to 2,500 downloads range (https://twitter.com/SoftwareDefTalk/status/803315322996555781). Good job listeners! Mid-roll Coté: stop the container madness and just use Pivotal Cloud Foundry (http://cote.io/pivotal). Coté: the Cloud Native roadshows are over, but check out the cloud native WIP I have: - or, just check out some excerpts on working with auditors (https://medium.com/@cote/auditors-your-new-bffs-918c8671897a#.et5tv7p7l), selecting initial projects (http

  • Episode 79: From a vegan, clothing optional co-op to working with banks and oil companies - Coté’s professional life, part 1

    17/11/2016 Duração: 54min

    How does one go from living in a vegan, clothing option co-op working on a philosophy degree to hustling enterprise software? That's the story of Coté's career that we discuss in this episode. Matt Ray is out, getting the bills paid, so Brandon interviews Coté about how he got here, professionally. We end the story around 2011; maybe we'll pick up next time it's just the two of us. Show Notes House of Commons Co-op (http://www.iccaustin.coop/hoc/), Austin, Texas. See some pictures (https://www.flickr.com/search/?user_id=12261156%40N00&view_all=1&text=HoC) of a simpler time there. I think this (https://en.wikipedia.org/wiki/Adam_Zachary_Newton) is that Victorian Literature professor. He's the one that taught me how to use books as tools (https://cote.io/2009/01/05/writeinbooks/), writing in them and whatnot. A typical day at BMC (https://www.flickr.com/photos/cote/58711356). Always lots of jokes (https://www.flickr.com/photos/cote/63256825/), there. See more pictures (https://www.flickr.com/search/?user_id=122

  • Episode 78: Trump's possible effect on tech, plus, containers

    11/11/2016 Duração: 01h21min

    We discuss possible effects that the Trump presidency will have on the tech world. The ideas are more or less known, but the details and whether they'd be enacted are sketchy and unreliable. Before that, of course, we talk about containers. This episode features Brandon Whichard (https://twitter.com/bwhichard), Matt Ray (https://twitter.com/mattray), and Coté (https://twitter.com/cote). Mid-roll Matt: Dec 1st and 2nd - DevOps Days Australia 20% discount code - SDT2016 (https://ti.to/devopsaustralia/2016-sydney/discount/SDT2016). Coté: Nov 16th - Cloud Native Roadshow in Omaha, next week (https://pivotal.io/event/cloud-native-workshop/omaha). Coté: Various dates - Pivotal Cloud Native Roadshows (https://pivotal.io/event/pivotal-cloud-native-roadshow) - Cincinnati - Nov 10 (https://pivotal.io/event/pivotal-cloud-native-roadshow/cincinnati); St. Louis - Nov 14 (https://pivotal.io/event/pivotal-cloud-native-roadshow/stlouis); Hartford - Nov 16 (https://pivotal.io/event/pivotal-cloud-native-roadshow/hartford); Den

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