BROADCASTS.com

Published: Feb. 16, 2024, 6:30 a.m.

This week, we discuss the ever expanding CNCF Landscape, bundling and unbundling, and the latest cloud earnings. Plus, some thoughts on soap dispensers in Europe vs. U.S.

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Watch the YouTube Live Recording of Episode 454

\n\nRunner-up Titles\n\n

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• Are we streaming.
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• I have the whole earth to roam, so I\u2019m not going to get space madness.
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• If you watch it long enough every movie represents all of life.
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• The sound track to walking the dog.
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• At least it\u2019s open source.
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• The Magic Quadrant of Fashion.
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• I guess everyone\u2019s cool?
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• What pair of pants do I need?
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• The AirPods Pro pocket.
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• Go down the metaphor hole.
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• I was eating steak, and now I\u2019m eating OpenTofu.
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• Not good, but good enough.
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• The Metaphor Hole
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\n\nRundown\n\n

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• CNCF Landscape
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• Bundling, Unbundling and Ensh*tification (Cloudcast Pod)
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• Earnings\n\n
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  • Meta Beats Sales Forecast Estimates; Announces First Dividend
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  • Amazon Projects Profit Topping Estimates on Further Cost Cutting
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  • Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23
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  • Alphabet: Cloud Rebounds
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  • Platformonomics - Follow the CAPEX: Cloud Table Stakes 2023 Retrospective
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\n\nRelevant to your Interests\n\n

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• Shift Happens: A book about keyboards
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• Broadcom's strategy ignores most VMware customers
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• Allen Institute for AI releases \u2018truly open source\u2019 LLM to drive \u2018critical shift\u2019 in AI development
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• OLMo - Open Language Model by AI2
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• Threads is growing steadily with more than 130M monthly actives.
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• Leaky Vessels: Docker and runc Container Breakout Vulnerabilities - January 2024
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• From unicorns to unicorpses: Why billion-dollar startups and even VC firms keep imploding
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• Dell said to be preparing broad Return To Office mandate
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• Weaveworks shuts down
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• A Giant Reborn: Satya Nadella\u2019s Decade as Microsoft CEO
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• Is the $139 Amazon Prime Subscription Still Worth It?
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• Everbridge Agrees to $1.5B Buyout Offer From Thoma Bravo
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• Adam Neumann Tries to Buy Back WeWork
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• NinjaOne Notches $1.9 Billion Valuation in Deal Led By Iconiq
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• YouTube TV says it has more than 8 million subscribers
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• Pivotal founder Rob Mee is back with a new startup.
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• ESPN, Fox, WBD shake up media with plans for new sports streaming service
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• Arm shares surge 48% after SoftBank-controlled chip designer issues strong forecast
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• Sam Altman Seeks Trillions of Dollars to Reshape Business of Chips and AI
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• Disney invests $1.5B in Epic Games, plans new \u201cgames and entertainment universe\u201d
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• Dynatrace hits $1.4 billion ARR, grabs logos from AppDynamics, aims to grow logs offering
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• Google and Yahoo Are Cracking Down on Inbox Spam. Don\u2019t Expect Less Email Marketing.
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• Cloudflare's crowd-sources another patent troll case victory
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• (Almost) Every infrastructure decision I endorse or regret after 4 years running infrastructure at a startup
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• 2024 State of Internal Developer Portals | Port
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• Amazon\u2019s Cloud Crisis: How AWS Will Lose The Future Of Computing
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• Yandex: The end of an era for Russia\u2019s most innovative firm
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• How Mastodon made friends with Meta
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• The Vision Pro
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• Microsoft Teams, Word, Excel, and more are coming to Apple\u2019s Vision Pro at launch
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• Apple\u2019s Vision Pro battery pack is hiding the final boss of Lightning cables
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• Why Tim Cook Is Going All In on the Apple Vision Pro
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• the thing no one will say about Apple Vision Pro
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• Working in the Vision Pro
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• Forgot Your Apple Vision Pro\u2019s Passcode? You May Have to Take It Back to Store
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• Tesla owners told not to wear Apple virtual reality headsets while driving
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\n\nNonsense\n\n

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• Cynical book summaries
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• H-E-B's North Texas impact starting to become clear across groceries, real estate
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• The 10 Best-Selling Vehicles in America in 2023
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• One of Our Best Websites Died While No One Was Looking
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• Stanley Made Reusable Cups Huge. Now It Has to Make Them Sustainable
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• Most accurate video I\u2019ve ever seen
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\n\nListener Feedback\n\n

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• Brian recommends Subprime Attention Crisis
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• Andrew recommends the Amazon.com: Sink Soap Dispenser
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\n\nConferences\n\n

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• SCaLE 21x/DevOpsDays LA, March 14th\u201317th, 2024 \u2014 Cot\xe9 speaking, sponsorship slots available.
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• KubeCon EU Paris, March 19\u201322 \u2014 Cot\xe9 on the wait list for the platform side conference. Get 20% off with the discount code KCEU24VMWBC20.
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• DevOpsDays Birmingham, April 17\u201318, 2024
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• Executive dinner in Dallas that Cot\xe9\u2019s hosting on March 13st, 2024.\n\n
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  • If you\u2019re an \u201cexecutive\u201d who might want to buy stuff from Tanzu to get better at your apps, than register. There is also a Tanzu exec event coming up in the next few months, email Cot\xe9 if you want to hear more about it.
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\n\nSDT news & hype\n\n

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• Join us in Slack.
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• Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com and we will send you free laptop stickers!
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• Follow us: Twitch, Twitter, Instagram, Mastodon, BlueSky, LinkedIn, TikTok, Threads and YouTube.
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• Use the code SDT to get $20 off Cot\xe9\u2019s book, Digital WTF, so $5 total.
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• Become a sponsor of Software Defined Talk!
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\n\nRecommendations\n\n

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• Brandon: Chamberlain Smart Garage Control
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• Matt: FLOSS Weekly Episode 769: OpenCost \u2014 We Spent How Much?
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• Cot\xe9: chocolate covered dates at Tree of Dates.
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Photo Credits

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• Header
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• Artwork by Google Gemini
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