RIA Weekly

Brandon is joined by Jamin Ball, a partner at Altimeter Capital and the author of the "Clouded Judgement" newsletter. Together, they delve into the crucial financial metrics utilized in evaluating cloud-based enterprises and examine the standout performers in the fourth quarter of 2022. Show Links A Look Back at Q4 '22 Public Cloud Software Earnings (https://cloudedjudgement.substack.com/p/a-look-back-at-q4-22-public-cloud?utm_source=post-email-title&publication_id=56878&post_id=113895854&isFreemail=true&utm_medium=email) The Cloudcast, The Evolution of SaaS Business Models, Episode 708 (https://www.thecloudcast.net/2023/04/the-evolution-of-saas-business-models.html) Clouded Judgement (https://cloudedjudgement.substack.com/) Contact Jamin LinkedIn (https://www.linkedin.com/in/jamin-ball-49366137/) SDT news & hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send

This week Brandon talks to Jordan Tigani, the founder of MotherDuck. They explore how faster and cheaper computing is changing the way we handle Big Data and making it easier to analyze. Jordan also shares his insights on DuckDB, and his vision for MotherDuck. Show Links Big Data is Dead (https://motherduck.com/blog/big-data-is-dead/) DuckDB (https://duckdb.org/) DuckDB Tutorial For Beginners (https://www.youtube.com/watch?v=ZX5FdqzGT1E) MotherDuck (https://motherduck.com/) Google Big Query (https://cloud.google.com/bigquery) Contact Jordan LinkedIn: jordantigani (https://www.linkedin.com/in/jordantigani/) Twitter: @jrdntgn (https://twitter.com/jrdntgn) SDT news & hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you free laptop stickers! Follow us on Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk), Instagram (https:

This week we discuss regulators slowing Broadcom’s acquisition of VMware, Nutanix’s delayed earnings, GitHub's origins, Tech Stocks and staplers at Google. Plus, some thoughts on GM and Apple CarPlay. Watch the YouTube Live Recording of Episode 409 (https://www.youtube.com/watch?v=C-8aU8wIrqM) Runner-up Titles Why not Linux? I remain skeptical Let’s complain about some software Think of the listeners Going to need a bigger Post-it Note We’ve baked too many muffins on a Monday 88.1 on your dial Rundown Everybody hates GM’s decision to kill Apple CarPlay and Android Auto for its EVs (https://www.theverge.com/2023/4/4/23669523/gm-apple-carplay-android-auto-ev-restrict-access) GM is cutting off access to Apple CarPlay and Android Auto for its future EVs (https://www.theverge.com/2023/3/31/23664814/gm-ev-restrict-apple-carplay-android-auto-google) CMA to probe Broadcom and VMware merger more deeply (https://www.theregister.com/2023/03/29/uk_watchdog_to_give_broadcomvmware/) Nutanix CIO Exits Amid Software Misuse

This week we discuss Docker’s reversal, Amazon's return to office, Apple’s headset, the state of the Metaverse and the rise of LLMs. Plus, Matt shares his sleep study experience and an after-show about Hawaii. Watch the YouTube Live Recording of Episode 408 (https://www.youtube.com/watch?v=VtLRMj8s_Fc) Runner-up Titles Tyranny of 16x9 College Sports of Mastodon Sleep Study NPS survey at the end Dependent on Goodwill This is best for the customer Worlds greatest employer Apple, we were counting on you Mechanized Mansplaining Rundown We're no longer sunsetting the Free Team plan (https://www.docker.com/blog/no-longer-sunsetting-the-free-team-plan/) Amazon’s head of HR rejects employees’ return-to-office petition (Insider) (https://artifact.news/s/-dZrO83ly0Q=) At Apple, Rare Dissent Over a New Product: Interactive Goggles (https://www.nytimes.com/2023/03/26/technology/apple-augmented-reality-dissent.html) Disney reportedly eliminates metaverse division in first round of layoffs (https://www.theverge.com/2023/3

This week we discuss Docker’s Business Model, the Stack Overflow’s Sentiment Survey and ChatGPT use cases. Plus, some predictions about VR/AR headsets. Watch the YouTube Live Recording of Episode 406 (https://www.youtube.com/watch?v=hxvIBIzlmbM) Runner-up Titles Free isn’t good enough I’m not that disconnected It’s a presentation with yourself We still hate this Open Source Continuity Founder Magic Syntactic Sugar How cool do you feel, Tim Cook? Rundown Docker is deleting Open Source organisations - what you need to know (https://blog.alexellis.io/docker-is-deleting-open-source-images/) Docker’s bad week (https://www.infoworld.com/article/3691292/dockers-bad-week.html) After the buzz fades: What our data tells us about emerging technology sentiment (https://stackoverflow.blog/2023/03/09/after-the-buzz-fades-what-our-data-tells-us-about-emerging-technology-sentiment/) Best printer 2023: just buy this Brother laser printer everyone has, it’s fine (https://www.theverge.com/23642073/best-printer-2023-brother-lase

John Willis (https://twitter.com/botchagalupe) joins Matt and Coté for a discussion in this episode. We discuss John's upcoming book on Deming; the progress of automating audit, security; and compliance with DevOps-think, and then the general state of DevOps and platform engineering. There's Q&A from the live-audience at the end as well. Thanks to SCaLE 20x for taking the time to set this up for us and offering to do so. Both it and DevOpsDays LA were a great conferences, as we discuss in the episode. Links: Deming’s Journey to Profound Knowledge (https://amzn.to/3TnWcsU) - John's upcoming book, co-authored by Derek Lews - "How Deming Helped Win a War, Altered the Face of Industry, and Holds the Key to Our Future." It'll be out in August, 2023. Pre-order here (https://amzn.to/3TnWcsU). Investments Unlimited: A Novel About DevOps, Security, Audit Compliance, and Thriving in the Digital Age (https://amzn.to/3JKxakr) - A Novel about DevOps, Security, Audit Compliance, and Thriving in the Digital Age. SCaLE 20x (

Matt interviews Peter Pouliot from Ampere (https://amperecomputing.com). They discuss Peter’s experience with working on OpenStack for Microsoft, developer relations in his latest role at Ampere, and how to strategically choose your conference parties to attend. Links: Ampere Altra Developer Platform (https://amperecomputing.com/systems/altra/kraken-comhpc-WS) Linux on Microsoft Dev Kit 2023 (https://blog.alexellis.io/linux-on-microsoft-dev-kit-2023/) Ampere Developer Program (https://amperecomputing.com/developers) Contact Peter: LinkedIn (https://www.linkedin.com/in/peterpouliot/) SDT news & hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you free laptop stickers! Follow us on Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk), Instagram (https://www.instagram.com/softwaredefinedtalk/), Mastodon (https://hachyderm.

Brandon interviews Sargun Kaur (https://www.linkedin.com/in/sargunkaur/), Co-Founder and CEO of Byteboard (https://byteboard.dev/). They discuss the challenges and frustrations with technical interviews and how Byteboard has redesigned the coding test. Plus, Sargun offers tips for job seekers and shares her experience going from software engineer to startup CEO. Show Links: Byteboard (https://byteboard.dev/) Contact Sargun LinkedIn (https://www.linkedin.com/in/sargunkaur/) Twitter: @justsargs (https://twitter.com/justsargs) SDT news & hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you free laptop stickers! Follow us on Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk), Instagram (https://www.instagram.com/softwaredefinedtalk/), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com

Everything about this is wrong This week we discuss the digital transformation of paid TV, the struggle to modernize the IRS and DHH’s MRSK project. Plus, Matt is Factorio famous… Watch the YouTube Live Recording of Episode 403 (https://www.youtube.com/watch?v=4Ep_x-LOg4M) Runner-up Titles Forbidden Everything needs cables Got to be Grammarly I’ve got a lot of hills to die on A hatred for their customers They wanted to hate your corpse Except for The Wu-Tang Saga You’ve abandoned the ship No, no, we need to spy on you You are gaslighting what your selling I wouldn’t touch this Full of chef kiss quotes Rundown What the NBA Can Learn From Formula 1 (https://stratechery.com/2023/what-the-nba-can-learn-from-formula-1/) IRS tech is so ‘archaic’ the agency struggles to find people to work it (https://www.washingtonpost.com/politics/2023/02/24/irs-technology-gao-report-archaic/) Screaming in the Cloud #357: Stepping Onto the AWS Commerce Platform with James Greenfield (https://www.lastweekinaws.com/podcast/screaming

This week we take a critical look at DHH’s plan to move HEY! out of the cloud and the 5 values driving the decision. Plus, some thoughts on residential fiber… Watch the YouTube Live Recording of Episode 402 (https://youtube.com/live/C1KDU0QdrMY?feature=share) Runner-up Titles Cycled the Power The Principles are Amazing The neighbors prefer a MRI machine to my dog Does this mean the public cloud is over? Where was the Oracle rep? We fear change SaaS for me, not for you The author of this text does not like Amazon Adventure-driven development You’ve got great a manifesto Intolerable! Cory Doctorow amped up Rundown We stand to save $7m over five years from our cloud exit (https://world.hey.com/dhh/we-stand-to-save-7m-over-five-years-from-our-cloud-exit-53996caa) Five values guiding our cloud exit (https://world.hey.com/dhh/five-values-guiding-our-cloud-exit-638add47) Basecamp CTO: $600k of servers will save $7 million (https://www.theregister.com/2023/02/22/cloud_repatration_savings_calculated_basecamp/) Two rac

This week we discuss Ubisoft’s woes, the quest for a better Developer Experience, Sumo Logic going private and IBM acquiring StepZen. Plus, some thoughts on grocery stores… Watch the YouTube Live Recording of Episode 401 (https://www.youtube.com/watch?v=RRpzvCcFZk0) Runner-up Titles Going Hardcore Sleeping under the desk The Cause of Everything Bad on the Internet Rundown Amazon plans to eventually 'go big' on physical grocery stores (https://www.engadget.com/amazon-plans-to-eventually-go-big-on-physical-grocery-stores-154524344.html) Mi Tienda Ready to Cook Flour Tortillas (https://www.heb.com/product-detail/mi-tienda-ready-to-cook-flour-tortillas/2188466) Ubisoft botched a ‘Division 2’ fix so badly it broke its ability to update the game (https://www.engadget.com/the-division-2-botched-update-172527977.html) God Did the World a Favor by Destroying Twitter (https://www.wired.com/story/god-did-us-a-favor-by-destroying-twitter/) The Twitpocalypse may have begun today (https://www.theregister.com/2023/02/09/twi

This week we discuss Cloud Earnings, ChatGPT Prompts and the OpenTelemetry controversy. Plus, thoughts on refrigerating eggs… Watch the YouTube Live Recording of Episode 400 (https://youtube.com/live/3lko4YjndKY?feature=share) Runner-up Titles You don’t want to toy with food poisoning Do you put all your eggs in one basket? The answer to this and every question is ChatGPT This is just Bing Bullshit as a Service It doesn’t matter if it’s right, it’s fine Bad dog The answer to every question is ChatGPT Linux under the desktop Rundown Why Does the U.S. Refrigerate Eggs When Much of the World Doesn’t? (https://www.organicvalley.coop/blog/why-does-us-refrigerate-eggs/) Earnings and Outlook Cloud Giants Update (https://twitter.com/jaminball/status/1621260249016434691?s=46&t=E1TVgOcjzgZuJPndlhI9NA) Red Hat OpenShift making money (https://twitter.com/adamhjk/status/1618795275665162247?s=56&t=lB7BRczZa4_zVz6n4aAjIg) Gartner: Overall IT Spend Has Slowed. But Software? That’s Still Growing. (https://www.saastr.com/gart

This week Matt Ray is joined by Craig Box and they discuss living down under, Craig’s media future, and managing CNCF Sandbox projects developer relations. Be sure to subscribe to Craig’s Let’s Get To The News (https://craigbox.substack.com/) newsletter and follow him on Mastodon (https://mastodon.social/@craigbox) and Twitter (https://twitter.com/craigbox/)(?) This interview was done on January 16th, 2023. Runner-up Titles You sound like an Australian The Mystery of the Cold Open D-list Celebrities The Americans are asleep All the swans belong to the Queen A summer Christmas is strange and weird and I don’t like it Rundown Global Entry, New Zealand-style (https://www.cbp.gov/travel/trusted-traveler-programs/global-entry/international-arrangements/new-zealand/us-global-entry-members) Is there another podcast in the future? Learning by osmosis Developer advocacy at Google You’re not tall enough to ride this ride Joining ARMO (https://www.armosec.io/) Kubescape (https://github.com/kubescape), the Kubernetes end

This week Brandon is joined by JJ Asghar and they discuss the rise Mastodon, Netflix’s Strategy and DevOpsDays CFP ideas. Plus, some thoughts on tipping… Rundown Tipping How Much You Should Tip Across The World, Mapped (https://digg.com/data-viz/link/how-much-you-should-tip-across-the-world-mapped-sY3g24oCCF) Tipping Is Weird Now (https://www.theatlantic.com/technology/archive/2023/01/technology-pandemic-economy-gratuity-tipping-etiquette-square/672658/?ref=galaxy-brain) Mastodon The unofficial SDT Mastodon Server: hachyderm.io (https://hachyderm.io/) Follow SDT on Mastodon (https://hachyderm.io/@softwaredefinedtalk) Tapbots launches a new Mastodon client, Ivory, after Twitter kills its Tweetbot app (https://techcrunch.com/2023/01/24/tapbots-launches-a-new-mastodon-client-ivory-after-twitter-kills-its-tweetbot-app/) The Iconfactory Co-Founder Gedeon Maheux Talks Accessibility On Twitter, ‘The Blow’ Of Losing Twitterrific In New Interview (https://www.forbes.com/sites/stevenaquino/2023/01/25/the-iconfactory-co

This week we discuss DHH’s quest to cut HEY’s cloud costs, Chick-fil-A’s use of Kubernetes and some hot takes on Unlimited PTO. Plus, thoughts on champagne…. Watch the YouTube Live Recording of Episode 397 (https://www.youtube.com/watch?v=BLEanhxRwIM) Runner-up Titles I want to vest Call the middle I just didn’t have money XLT, that’s not a thing Yeah, I’m down for whatever Coté’s Culture Corner. Brandon’s Halo Hatrack. Unlimited unpaid time off - let’s just call it “untracked PTO.” If you have unlimited PTO, you can’t have quiet quitting. YOLO workers’ rights Rundown DHH from 37signals shows the numbers Our cloud spend in 2022 (https://dev.37signals.com/our-cloud-spend-in-2022/) - highlighted from Coté’s newsletter (https://newsletter.cote.io/p/bottleneck-of-worry) They're rebuilding the Death Star of complexity (https://world.hey.com/dhh/they-re-rebuilding-the-death-star-of-complexity-4fb5d08d) Work Life Microsoft employees are getting unlimited time off (https://www.theverge.com/2023/1/11/23550470/microsof

This week we discuss digital transformation at Southwest and Delta Airlines, Shopify cancels all meetings, Salesforce’s M&A strategy, and A.I. is everywhere. Plus, thoughts on bike lanes… Watch the YouTube Live Recording of Episode 396 (https://youtu.be/tmm8rH9fZEE) Runner-up Titles Work trying to get on my personal calendar Traveling with an infant =BLACKSWAN(A1:G453) Socks in a Costco Can’t do the business case on savings until you loose it. Pay transparency for you, not me We don’t pay for things on the Internet Semper Nimbus Privatus Rundown Dutch residents are the most physically active on earth, (https://twitter.com/BrentToderian/status/1611901297552396289) Digital Transformation Travel Edition Delta plans to offer free Wi-Fi starting Feb. 1 (https://www.cnbc.com/2023/01/05/delta-plans-to-offer-free-wi-fi-starting-feb-1.html) The Southwest Airlines Meltdown (https://www.nytimes.com/2023/01/10/podcasts/the-daily/the-southwest-airlines-meltdown.html) Southwest’s Meltdown Could Cost It Up to $825 Million (

This week Brandon is joined by Brian Gracely cohost of the The Cloudcast and they discuss starting a podcast. They cover the Who, What, Why and How of launching a podcast and recommend podcast recording gear, editing software and hosting services. Rundown The Cloudcast and SDT origin stories Who should start a podcast? Why you should or should not start a podcast? What should your podcast be about? Podcast gear, software and hosting Links Record Podcasts with Audio Hijack (https://www.youtube.com/watch?v=DGyRbS5fyBU) SDT Podcast Gear Recommendations (https://docs.google.com/document/d/1_FyZEY4-2rzcYDjxZrgpKXnKvKeirNB9B4jr5Tm_46M/edit#) Cloudcast Podcast Suggestions (https://docs.google.com/document/d/1fjXNhZLmweTbl2X9KomJmxhwzc7IDz8i1pkvPRlXu5o/edit?usp=sharing) Cloudcast Sample Podcast Show Notes (https://docs.google.com/document/d/1pTyxrlt11phyx6Gp_7k3DvK5cZDnOpO9t6cIPahmDts/edit?usp=sharing) Podcasting 101 via Buzzsprout (https://www.buzzsprout.com/how-to-make-a-podcast) Podcasting Microphones (https://ww

This week we revisit the major cloud news and tech trends of 2022. Topics include: hyperscaler growth, remote work, missed opportunities and what were watching in 2023. Plus, we buy or sell: Serverless, Blockchain, Crypto, Twitter and Cloud Repatriation/FinOps. Watch the YouTube Live Recording of Episode 394 (https://www.youtube.com/watch?v=_7N-aGJUM1Y) Runner-up Titles Software Defined Talk is Going Hardcore The Old Dr. Skateboard What a World (https://www.americanrhetoric.com/MovieSpeeches/moviespeechthewizardofozwitchmelt.html) The Pile-On Lifestyle A little more in booth directions Cloud Bucket We’ve done all the stuff Predictions and Hopes and Dreams Working from home is over like COVID is over It fell down the Chasm of Nonsense Bring in the Big Monkeys Rundown What were the major Cloud/Hyperscaler stories? Has the economic downturn killed WFH? and Remote Work Buy or Sell: Serverless, Blockchain, Crypto, Twitter, Cloud Repatriation What are we watching this year? What were the biggest missed opportuniti

Ten years ago Dell launched the developer laptop, shipping a Linux desktop of their best gear. In this episode, Coté talks with Barton George who's lead the project about Project Sputnik (https://www.dell.com/en-us/shop/dell-laptops/xps-13-plus-developer-edition/spd/xps-13-9320-laptop/ctox13w11p1c4001u), lessons learned about innovating in large companies, and compressed air can sponsorships. Links mentioned: - Check out Barton's overview of the most recent Dell XPS 13 Plus developer edition (https://www.dell.com/community/Developer-Blogs/Dell-XPS-13-Plus-developer-edition-with-Ubuntu-22-04-LTS-pre/ba-p/8255332), and the laptop itself (https://www.dell.com/en-us/shop/dell-laptops/xps-13-plus-developer-edition/spd/xps-13-9320-laptop/ctox13w11p1c4001u) and other Linux on Dell machine (https://www.dell.com/en-us/lp/linux-systems). - Also, Barton mentions the new Dell Developer site (https://developer.dell.com), which you can see here (https://developer.dell.com). - Dell Linux Workstations, Laptops, and Deskt

This week we discuss the Pentagon’s new C loud Contract, Day 2 at Amazon and Nutanix acquisition rumors. Plus, some thoughts on kids and headphones… Watch the YouTube Live Recording of Episode 392 (https://www.youtube.com/watch?v=F7KAB_eacdc) Runner-up Titles We’re always recording, Coté, we’re not always streaming. I live the middle. Best 10 microphones to put in a drawer and never use. The lanyard is a child-management platform “That’s great, Brandon…” Finally DNS does something good Amazon is a dog now But then what? N equals me Rundown Google, Oracle, Amazon, and Microsoft awarded $9 billion Pentagon cloud deals (https://www.cnbc.com/2022/12/07/google-oracle-amazon-and-microsoft-awarded-9-billion-pentagon-cloud-deals.html) Amazon CEO, Putting Stamp on Company, Promotes Four Executives (https://www.bloomberg.com/news/articles/2022-12-07/amazon-ceo-putting-stamp-on-company-promotes-four-executives) Amazon's heroic phase is over (https://amazonchronicles.ghost.io/amazons-heroic-phase/) A Faster Horse (https