RIA Weekly

This week, we review our 2025 predictions, discuss the big stories, and speculate on 2026. Plus, Coté dives deep into the EU broth market. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/A9ighmG9ZVo?si=rJGNb5ZUm7Zr1as7) 553 (https://www.youtube.com/live/A9ighmG9ZVo?si=rJGNb5ZUm7Zr1as7) Runner-up Titles I was up at 1am thinking, “are there any good billionaires.” Maybe you forgot your shoes Not just room temperature, but cold I thought Europe was known for its soups Ice, air conditioning, and, broth - we have solved those three problems. Sloppy search Cutlery, tupperware, COVID The Young People. The Automation Apologist. I’m disappointed in everything Models don’t matter anymore Shade-tree programmer An empty farm in Waco Rundown 2024 Year in Review (https://www.softwaredefinedtalk.com/500) Scaling Platform Engineering in the CNCF Community - Abby Bangser (https://www.youtube.com/watch?v=gmAfYEPBYr0) Syntaso’s (https://cote.io/2025/12/12/a-great-platform-as-a.html) Platform as a Produ

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 (https://blogs.vmware.com/cloud-foundation/2025/06/24/licensing-in-vmware-cloud-foundation-9-0/) Hardened Images for Everyone (https://www.docker.com/blog/docker-hardened-images-for-every-developer/) Introducing Chainguard EmeritOSS (https://www.chainguard.dev/unchained/introducing-chainguard-emeritoss) Netflix to Acquire Warner Bros. (https://about.netflix.com/en/news/netflix-to-acquire-warner-bros) Anthropic reportedly preparing for one of the largest IPOs (https://www.cnbc.com/2025/12/03/anthropic-claude-reportedly-preparing-ipo-race-openai-chatgpt-ft-wilson-sonsini-goodrich-rosati.html) Conferences cfgmgmtcamp 2026 (https://cfgmgmtcamp.org/ghent2026/), February 2nd to 4th, Ghent, BE. Coté speaking and doing live SDI (https://www.softwaredefinedinterviews.com) with John Willis. DevOpsDayL

This week, we discuss Oracle’s AI vibes, Chainguard’s EmeritOSS, and GitHub’s pricing U-turn. Plus, a robust robot vacuum debate. Watch the YouTube Live Recording of Episode 551 (https://youtube.com/live/TpDLcvAXrqo?feature=share) Runner-up Titles It has CarPlay iPad Range Anxiety an Australian documentary Oracle got popped Intentions I don’t feel bad for them Open Source old folks home Spreadsheets love it Robots are going to take care of us The Median User Nobody feels bad for the whales I have a dog I have a Korean microwave We’re the Neal Stephenson of podcasts Rundown Ford pulls the plug on the all-electric F-150 Lightning pickup truck (https://www.npr.org/2025/12/15/nx-s1-5645147/ford-discontinues-all-electric-f-150-lightning) AI Investment Oracle plummets 11% on weak revenue, pushing down AI stocks like Nvidia and CoreWeave (https://www.cnbc.com/2025/12/10/oracle-orcl-q2-earnings-report-2026.html) Oracle Shares Drop the Most Since 2001 on Mounting AI Spending (https://www.bloomberg.com/news/articles/20

This week, we discuss how Netflix is disrupting media, IBM’s Confluent acquisition, and Anthropic buying Bun. Plus, an important discussion on fonts and typography. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/nNpiI00HPDg?si=s_G3zr_Z8yPvGNbB) 550 (https://www.youtube.com/live/nNpiI00HPDg?si=s_G3zr_Z8yPvGNbB) Runner-up Titles Blame the children I never liked that font No emojis, this is business time Mahalo You need a Chief Economist On the cutlery tray Rundown Rubio Deletes Calibri as the State Department’s Official Typeface (https://www.nytimes.com/2025/12/09/us/politics/rubio-state-department-font.html?smid=nytcore-ios-share) Cartridge (https://www.fontspring.com/fonts/simplebits/cartridge) Source Code Pro (https://adobe-fonts.github.io/source-code-pro/) It’s Official: Netflix to Acquire Warner Bros. in Deal Valued at $82.7 Billion (https://www.hollywoodreporter.com/business/business-news/netflix-warner-bros-deal-hollywood-1236443081/) Confluent stock soars 29% as IBM announces

This week, we discuss AWS re:Invent announcements, Agentic Development, and OpenAI's Code Red. Plus, a Digital ID field test and more on silverware sorting. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/Xl7lVVTd4DM?si=APR633y2hmXPHHdb) 549 (https://www.youtube.com/live/Xl7lVVTd4DM?si=APR633y2hmXPHHdb) Runner-up Titles Did you order the Code Red? In the year 2000 Jane go swiftly Another day in the coal mine Goal Driven Development I want to believe Prove me wrong AI’s going to dig this hole faster Tornado of Innovation Revenue times Story Rundown SiteAngel - bonus press quote from Brandon (https://www.nextgov.com/digital-government/2000/10/angel-watches-over-web-sites/243841/) AWS Amazon announces $50B investment to expand AI and supercomputing capabilities for US government (https://siliconangle.com/2025/11/24/amazon-announces-50b-investment-expand-ai-supercomputing-capabilities-us-government/) Top announcements of AWS re:Invent 2025 (https://aws.amazon.com/blogs/aws/top-announceme

This week, we discuss the Cloudflare outage, their current business strategy, and paying OSS maintainers. Plus, thoughts on loading the dishwasher and managing your home. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/byFyPbe9HC0?si=DpOApdTKs9oh-bWl) 548 (https://www.youtube.com/live/byFyPbe9HC0?si=DpOApdTKs9oh-bWl) Runner-up Titles Mystery Knob Vegans are cursed vegetarians Skilled enough Defrag the dishwasher Design Intentions QR codes everywhere I don’t know where we draw the line, but I know where we start SDT IoT CMBD, Home Edition. SDT Open Source Money Maker Lead with Nagware Stocks go up, stocks go down Safari’s my naked browser Coté wanted to add periods to all of these but did not. Rundown FFmpeg to Google: Fund Us or Stop Sending Bugs (https://thenewstack.io/ffmpeg-to-google-fund-us-or-stop-sending-bugs/) Cloudflare blames massive internet outage on 'latent bug' (https://techcrunch.com/2025/11/18/cloudflare-blames-massive-internet-outage-on-latent-bug/) Cloudflare outage

This week, Whitney Lee joins us to discuss KubeCon news, Coding Assistants, and conference tips. Plus, vegan food and note-taking recommendations. Watch the YouTube Live Recording of Episode 54 (https://www.youtube.com/live/gBkzVSXZot8?si=jEreOaj-q6-NuMM0)7 (https://www.youtube.com/live/gBkzVSXZot8?si=jEreOaj-q6-NuMM0) Rundown Slutty Vegan (https://sluttyveganatl.com) Cloud Native Rejekts (https://cloud-native.rejekts.io) Maintainer Summit (https://events.linuxfoundation.org/kubecon-cloudnativecon-north-america/features-add-ons/maintainer-summit/) Conference Parties (https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://conferenceparties.com/&ved=2ahUKEwjBxMPVifqQAxVFmGoFHX48B6AQFnoECA0QAQ&usg=AOvVaw21TBO0Hu3TEQZqgF3NG7CT) Ingress NGINX Retirement: What You Need to Know (https://kubernetes.io/blog/2025/11/11/ingress-nginx-retirement/) Linkerd Forever (https://www.linkedin.com/posts/wmorgan_linkerd-forever-activity-7395871463464968192-9fg5?utm_source=social_share_send&utm_medium=member_desk

This week, we discuss Facebook scams, engineering management trends, and the past and present of curl. Plus, when’s the right time to put up the Christmas tree? Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/Zmu61wJDuc8?si=vjtzyCGTvdOpUsIC) 546 (https://www.youtube.com/live/Zmu61wJDuc8?si=vjtzyCGTvdOpUsIC) Runner-up Titles Matt has a lot of room tone. I shut the kitchen door . You gotta just reboot all of Australia every morning. Did you see my water dragons? Didn’t he die? I’m worried about the future. Quality of revenue. The spatula is higher than the plunger. This discussion has really raised my morale. I know what your API is. Rundown Meta estimates that it earns 10% of its revenue from scams, report says (https://techcrunch.com/2025/11/06/meta-estimates-that-it-earns-10-of-its-revenue-from-scams-report-says/) "Good engineering management" is a fad (https://lethain.com/good-eng-mgmt-is-a-fad/) When CEO pay exploded (https://www.npr.org/2025/09/17/nx-s1-5543496/when-ceo-pay-explo

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.constellat

This week, we discuss Claude’s new Excel skills, whether AI is augmenting or automating humans, and the latest developer surveys. Plus, AI making the command line cool again! Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/yj3NU6PEmnw?si=b1NI1QjI0PVNwkyy) 544 (https://www.youtube.com/live/yj3NU6PEmnw?si=b1NI1QjI0PVNwkyy) Runner-up Titles Cote’ shock jock mode Art with squids Command-Line Life Style AI isn’t for experts. The triumph of the command line The command line lifestyle is now available I don’t even know what sed is The Human Line Rundown Anthropic's Claude is learning Excel so you don't have to (https://www.theregister.com/2025/10/28/anthropic_claude_excel/) Amazon targets as many as 30,000 corporate job cuts: Reuters, citing sources (https://www.cnbc.com/2025/10/27/amazon-targets-as-many-as-30000-corporate-job-cuts.html) The State of Developer Ecosystem in 2025 (https://devecosystem-2025.jetbrains.com/) “The Pragmatic Engineer 2025 Survey: What’s in your tech stack? Part 3.

This week, we discuss OpenAI’s new browser, AI trying to build spreadsheets, and when to use Claude skills. Plus, Coté explores the art of the perfect staycation. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/PnwoFl5JjNo?si=DS2CoIgHVlVU9Y3m) 543 (https://www.youtube.com/live/PnwoFl5JjNo?si=DS2CoIgHVlVU9Y3m) Runner-up Titles Firewire is dead USB, what are you going to do? It’s like I tell my son: you know what to do, you chose not to do it. I am just a guest. I don’t need helpful An amazing hole. Slides for nobody You closed the loop It’s pretty amazing, but does it need to exist? Slackhole Rundown OpenAI Introducing ChatGPT Atlas (https://openai.com/index/introducing-chatgpt-atlas/) OpenAI Is Building a Banker (https://www.bloomberg.com/opinion/newsletters/2025-10-21/openai-is-building-a-banker?srnd=undefined&embedded-checkout=true) OpenAI has five years to turn $13 billion into $1 trillion (https://techcrunch.com/2025/10/14/openai-has-five-years-to-turn-13-billion-into-1-trillion/

Matt Ray talks to Yuriy Shyyan, the Director of Cloud Systems Architecture for OpenMetal. They discuss the cost of running your enterprise in the public cloud, high school hacking, building a business on OpenStack, and recognizing that cloud credits are an invitation to purchase a timeshare. Show Links OpenMetal.io (http://openmetal.io/) Contact Yuriy Shyyan LinkedIn: Yuriy Shyyan (https://openmetal.io/about-openmetal/team-page/team-profile-yuriy-shyyan/) Sponsor OpenMetal — Cloud Native IaaS. Fixed Cost. (https://openmetal.io/free-trial/) 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: Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk), Instagram (https://www.instagram.com/softwaredefinedtalk/), Mastodon (https://hachyderm.io/@softwaredefinedtalk), BlueSky (https://bsky

This week, we discuss Apps in ChatGPT, OpenAI’s Agent SDK and Codex. Plus, Matt has a possum problem down under. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/88Cz6K0UGjc?si=rjPnzkxY6-34wJ99) 541 (https://www.youtube.com/live/88Cz6K0UGjc?si=rjPnzkxY6-34wJ99) Runner-up Titles Living in the dark ages of Sequoia He’s the racoon remover of the neighborhood Don’t say we don’t cover everything They’re hoping someone’s going to unlock a lot of value here, because I’m not seeing it The Low Code Trap Use the code “SDT150” and we’ll send you money Rundown Open AI DevDay (https://openai.com/devday/) The Next Great Distribution Shift (https://blog.brianbalfour.com/p/the-next-great-distribution-shift) AMD stock skyrockets 30% as OpenAI looks to take stake in AI chipmaker (https://www.cnbc.com/2025/10/06/openai-amd-chip-deal-ai.html) OpenAI’s Golden Touch Spreads as Stocks Soar (https://www.bloomberg.com/news/articles/2025-10-06/openai-s-golden-touch-spreads-as-stocks-soar-off-mere-mentions?cmpi

This week, we dig into the latest DORA report and OpenAI’s big product updates. Plus, some hot takes on airline status and the Eurostar. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/urU5sn8Ufl8?si=WNrIuP_uXbhIg4gq) 540 (https://www.youtube.com/live/urU5sn8Ufl8?si=WNrIuP_uXbhIg4gq) Runner-up Titles Just plug in an iPhone Be helpful, not helpless Rundown Announcing the 2025 DORA Report | Google Cloud Blog (https://cloud.google.com/blog/products/ai-machine-learning/announcing-the-2025-dora-report/) OpenAI Agentic Commerce (https://openai.com/index/buy-it-in-chatgpt/) (https://openai.com/sora/) The New Sora App (https://openai.com/sora/) Introducing ChatGPT Pulse (https://openai.com/index/introducing-chatgpt-pulse/) Relevant to your Interests Intel and Apple hold investment talks, no deal in sight - 9to5Mac (https://9to5mac.com/2025/09/24/intel-and-apple-hold-investment-talks-no-deal-in-sight/) Ed Zitron is mad as hell (https://www.ft.com/content/4c8d6420-d088-4660-8973-c4996cd990fb)

This week, we cover Oracle’s OpenAI deal, the RubyGems drama, and Atlassian buying DX. Plus, does anyone still use widgets? Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/ptnxBcE_6FQ?si=lapKMarRCBFbeAET) 539 (https://www.youtube.com/live/ptnxBcE_6FQ?si=lapKMarRCBFbeAET) Runner-up Titles It’s a two knob problem The healthy jaundice of success My homework is to go home Are you enjoying the widgets? I get you on the Ponzi Scheme Hanlon’s Razor strikes again Blogging: Hardest form of social media Rundown Oracle Exclusive | Oracle, OpenAI Sign Massive $300 Billion Cloud Computing Deal (https://www.wsj.com/business/openai-oracle-sign-300-billion-computing-deal-among-biggest-in-history-ff27c8fe) Oracle and OpenAI are full of crap (https://bsky.app/profile/edzitron.com/post/3lynpe7zmas2k) OpenAI doesn’t have the cash to pay Oracle $300 billion — raising it will test the very limits of private markets (https://sherwood.news/markets/openai-doesnt-have-the-cash-to-pay-oracle-usd300-billion-rai

Brandon interviews Michael Irwin, Principal Engineer at Docker. They cover Docker’s evolution, why hardened images matter, and how AI fits in. Plus, Michael shares stories from teaching computer science. Watch the YouTube Live Recording of Episode 538 (https://youtu.be/ow1upEjVscg?si=ts-5lucWTE5mKJwD) Show Links Docker (https://www.docker.com) Docker Hub (https://hub.docker.com) Contact Michael LinkedIn: mikesir87 (https://www.linkedin.com/in/mikesir87/) Github: mikesir87 (https://github.com/mikesir87) Twitter: mikesir87 (https://x.com/mikesir87/) Blog: https://blog.mikesir87.io/ (https://blog.mikesir87.io/) Sponsor Docker: Your foundation for secure, intelligent development (https://www.docker.com) 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: Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://tw

This week, we dig into Atlassian buying The Browser Company, whether Pay Per Crawl makes sense, and Oracle’s cloud jackpot. Plus, a quick lesson in Aussie slang. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/iTFrzM8U2hQ?si=XaRjUM0tMr2aOLVZ) 537 (https://www.youtube.com/live/iTFrzM8U2hQ?si=XaRjUM0tMr2aOLVZ) Runner-up Titles "I have a plan to make things slightly better.” Matt Ray comes off the top rope We are in that demographic Flip-flops, thongs, and slides. No Translation Needed Do we have a fashion channel? Why not us too? Let’s just try it Hooters adjacent tech story Pay-per-crawl. I don’t know how DNS works, nobody does Cool, copyright, I love it Just lots of weird stuff going on. Y’all are weird Rundown Final thought on Australia (https://walkingtheworld.substack.com/p/final-thought-on-australia) Atlassian agrees to acquire The Browser Company for $610 million (https://www.cnbc.com/2025/09/04/atlassian-the-browser-company-deal.html) VMware buying Slide Rocket in 2011 (https:/

This week, we discuss the effectiveness of reorgs, Meta’s new AI team, and the Google antitrust ruling. Plus, some strong thoughts on cold brew and bathtubs. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/70qYaXEdk6E?si=q834nuI2mPpogFNb) 536 (https://www.youtube.com/live/70qYaXEdk6E?si=q834nuI2mPpogFNb) Runner-up Titles Buy once, cry once Annual Recurring Regrets The Bathtub Problem Bathtime is My Time Your Daily Stoic No one cares about open source cold brew Once you have it pick up the phone and call someone, the dream of the Internet is dead. The Chrome ecoverse. Rundown The VC who married Paris Hilton uses his cryochamber twice a day and launches an AI agent before bed (https://www.businessinsider.com/cofounder-of-vc-firm-m13-heres-my-daily-routine-2025-8) OpenAI starts building out its app team (https://www.theverge.com/openai/769325/openai-statsig-acquisition-executive-moves) OpenAI shuffles executive roles, acquires Statsig for $1.1 billion (https://www.theverge.com/openai/76

This week, we discuss AI disillusionment, the good and bad of AI use cases, and VMware news. Plus, we compare tech mergers to Taylor Swift’s engagement. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/CbnZ1rbCdCw?si=Psfe1gM33zDFQT1e) 534 (https://www.youtube.com/live/CbnZ1rbCdCw?si=Psfe1gM33zDFQT1e) Runner-up Titles I’m going to turn off the Roomba Spider Patrol My old office had a door The dog was up all night Exiting our bubble The child’s name is Steve We don’t want to anger the Swifties It’s fine isn’t good enough I am leaving my wife for Google Search It’s all made-up anyway Anything you see, CSV just pops out Stop digging Rundown Trough of Disillusionment? OpenAI CEO Sam Altman Concedes GPT-5 Was a Misfire, Bets on GPT-6 - Decrypt (https://decrypt.co/336053/openai-ceo-sam-altman-concedes-gpt-5-misfire-bets-gpt-6) Suddenly, Silicon Valley Is Lowering AI Expectations — New York Magazine (https://apple.news/AUWOJ5HKQSp27r74sgu9v8w) It Took Many Years And Billions Of Dollars, But M

This week, we discuss the US backing Intel, SaaS staying power, and AI’s impact on deep work. Plus, Matt Ray’s moving tips and more kolache talk in the after show. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/M2X6BtjZbIY?si=KljG_2Jtxt3kQ0Wf) 534 (https://www.youtube.com/live/M2X6BtjZbIY?si=KljG_2Jtxt3kQ0Wf) Runner-up Titles It’s all in your head Little brother podcasting Chaos Monkey Inspections “Let’s face it, everything runs on computers now.” AI - Army of Interns Rundown Intel SoftBank Group and Intel Corporation Sign $2B Investment Agreement (https://group.softbank/en/news/press/20250819?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axiosprorata&stream=top) Lutnick says Intel has to give government equity in return for CHIPS Act funds (https://www.cnbc.com/2025/08/19/lutnick-intel-stock-chips-trump.html) Trump Administration Discusses Taking 10% Stake in Intel (https://www.nytimes.com/2025/08/18/technology/intel-trump-government-stake.html) The Return of Softw