BROADCASTS.com

Published: Jan. 30, 2017, 10 p.m.

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 \u201casset\u201d and the financial health of the company being acquired. We discuss these recent acquisitions, including who the \u201closers\u201d are. Also, the low-down on CostCo in Australia!

\n\nMid-roll\n\n

\n
• Cot\xe9: I\u2019m speaking at DevOpsDays Charlotte, day two keynote, I think. Use the code SDT to get 25% off!
\n
• Matt: \n\n
  \n
  • Talking Chef at the AWS Sydney User Group
  \n
  • Microsoft Ignite Australia: Chef will have a booth & a talk
  \n
  • ChefConf ChefConf 2017 Teaser
  \n
\n
• Cot\xe9: much self-promotion to catch up on: I\u2019m writing more \u201coriginal content\u201d on my blog, and plan to write more; subscribe to my newsletter for a round-up of stuff I blog, sent out on Sunday night, will tweak more.
\n
• Also, in the \u201cgrim\u201d vein, Cot\xe9 reviews some books on "automation," which John Allspaw rightly says should be called "new technology," fair enough. The 1983 paper on automation and humans is a good read too.
\n

\n\nCostCo field report: Australia\n\n

\n
• It\u2019s great!
\n
• US: No need for a hot pizza sign holder.
\n
• US: Rayban Wayfarers are like $130 now!
\n

\n\nAppDynamics files for IPO\u2026 Cisco says NOT SO FAST\n\n

\n
• IPO filing...
\n
• \u201cOur revenues for the fiscal years ended January 31, 2014, 2015 and 2016 were $23.6 million, $81.9 million and $150.6 million, respectively\u201d
\n
• Cisco
\n
• $3.7 billion, about a 14-17X multiplier
\n

\n\nAtlassian Buys Trello for $425 Million\n\n

\n
• Wired coverage
\n
• 451 report, paywall.
\n
• Public blog from 451.
\n

\n\nOracle Buys Apiary\n\n

\n
• \u201cAPI Integration Cloud\u201d
\n
• Cot\xe9\u2019s coverage, with plenty more links: small asset working on a $660m API management market.
\n

\n\nBONUS LINKS! Not covered in show.\n\nHP Buys Stuff\n\n

\n
• Cloud Cruiser for management/chargeback, $650 million
\n
• SimpliVity for converged systems, $650 million
\n

\n\nYou Know What DevOps Needs? An IEEE Standard\n\n

\n
• They\u2019re working on it
\n

\n\nTwitter\n\n

\n
• Google buying Fabric.
\n
• Facebook still king.
\n

\n\nDo We Talk About Trump?\n\n

\n
• OpenStack Summits leaving the US
\n
• Red Hat, Microsoft, others making announcements against the Muslim ban
\n
• Cot\xe9 says: these people are proven idiots. Don\u2019t work with them.
\n

\n\nTrump\u2019s Twitter Moves Markets\n\n

\n
• Apparently he watches Fox and parrots their lines, so maybe someone at Fox is making a killing with \u201cinsider trading\u201d?
\n

\n\nRethinkDB: Why We Failed\n\n

\n
• Good read for how hard it is to crack the DB and OSS markets.
\n
• \u201cIn hindsight, two things went wrong \u2013 we picked a terrible market and optimized the product for the wrong metrics of goodness.\u201d
\n
• Cot\xe9 follow-up: be careful with TAM picking.
\n

\n\nYahoo is Altaba\n\n

\n
• \u2026 wut?
\n
• Dreams $45bn
\n

\n\nGoogle\u2019s AI Awakening\n\n

\n
• \u201cHow Google used artificial intelligence to transform Google Translate, one of its more popular services \u2014 and how machine learning is poised to reinvent computing itself.\u201d
\n
• Extensive article on Google\u2019s AI push from back in December
\n

\n\nAlexa\n\n

\n
• Amazon\u2019s OS
\n
• Also, there\u2019s an estimated 24.5m of these voice things around.
\n

\n\nClusterHQ Shutting Down\n\n

\n
• Docker storage startup shuts down
\n

\n\nFacebook\u2019s 2016 Open Source Contributions\n\n

\n
• Open source continues to be great for recruiting (and probably code)
\n

\n\nGoogle buys Twitter\u2019s Fabric\n\n

\n
• CASH!
\n

\n\nBruce Sterling/Jon Lebkowsky \u201cState of the World\u201d\n\n

\n
• Always a good read
\n

\n\nRecommendations\n\n

\n
• Brandon: RTIC 30oz Tumbler.
\n
• Matt: \n\n
  \n
  • Donate to the ACLU.
  \n
  • RTJ3 is out, and free!
  \n
  • My 2016 year in the air
  \n
  • Tennis ball making video
  \n
\n
• Cot\xe9: big jar of green hatch! Get a 40! Also, how to feed three people with one bean.
\n

Sponsored By:

• Pivotal: Check out free books from O'Reilly Pivotal on microservices, cloud foundry, and putting your cloud native strategy in place.
• Cote.io: Subscribe to Cot\xe9's newsletter to get all the things he thinks are important, each Sunday night.
• Chef: AWS User Group Sydney - AWS OpsWorks for Chef Automate, Matt Ray giving a talk there.
• Chef: Microsoft Ignite Australia, Feb 14th to Feb 17th, Gold Coast Convention & Exhibition Centre . Chef will have a booth & a talk.
• Chef: ChefConf 2017 - ChefCon is coming up, May 22nd to 24th in Austin, Texas. Early bird pricing through March 31st.
• DevOpsDays: Come see [Cot\xe9 and many other great speakers](https://www.devopsdays.org/events/2017-charlotte/agenda/) at DevOpsDays Charlotte, Feb 6th and 7th. Use the code SDT to get 25% off [registration](https://www.devopsdays.org/events/2017-charlotte/registration/)! Promo Code: SDT