Episode 257: Once again, I have not read the report

This week we discuss Snowflake’s IPO, Forrester’s Multicloud Container Wave and Nvidia buying ARM. Plus, an extensive discussion of what constitutes a breakfast taco.
The Rundown
IPOs
Snowflake shares more than double. It's the biggest software IPO ever (https://www.cnn.com/2020/09/16/investing/snowflake-ipo/index.html)
Worth more than VMware (https://twitter.com/cloud_opinion/status/1306301196659953665).
Sumo Logic's IPO prices above the expected range (https://www.marketwatch.com/story/sumo-logics-ipo-prices-above-the-expected-range-2020-09-17)
Tech investors await IPO bonanza next week, highlighted by Snowflake and Unity, even as market looks shaky (https://www.cnbc.com/2020/09/11/ipo-bonanza-is-coming-next-week-highlighted-by-snowflake-and-unity.html)
Multicloud
Red Hat Named a Leader in Forrester Multicloud Container Development Platforms Wave (https://www.redhat.com/en/about/press-releases/red-hat-named-leader-independent-research-firm-multicloud-container-development-platforms-evaluation)
VMware Bets On Enterprises Wanting Kubernetes And Virtualization Mashup (https://www.nextplatform.com/2020/09/15/vmware-bets-on-enterprises-wanting-kubernetes-and-virtualization-mashup/)
Simplify Your Approach to Application Modernization with 4 Simple Editions for the Tanzu Portfolio (https://tanzu.vmware.com/content/blog/simplify-your-approach-to-application-modernization-with-4-simple-editions-for-the-tanzu-portfolio)
Tiffany’s overview (https://twitter.com/cote/status/1306572820500172800) of VMware Tanzu kubernetes stuff.
ARM
SoftBank is reportedly preparing to sell ARM to Nvidia for more than $40 billion (https://www.theverge.com/2020/9/12/21434110/softbank-may-sell-arm-to-nvidia)
Arm co-founder starts ‘Save Arm’ campaign to keep independence amid $40B Nvidia deal (https://techcrunch.com/2020/09/14/arm-co-founder-starts-save-arm-campaign-to-keep-independence-amid-40b-nvidia-deal/)
Nvidia’s Integration Dreams (https://stratechery.com/2020/nvidias-integration-dreams/)
It’s Official- NVIDIA Acquires Arm For $40B To Create What Could Be A Computing Juggernaut (https://www.forbes.com/sites/patrickmoorhead/2020/09/13/its-officialnvidia-acquires-arm-for-40b-to-create-what-could-be-a-computing-juggernaut/amp/?__twitter_impression=true)
SiPearl Lets Rhea Design Leak: 72x Zeus Cores, 4x HBM2E, 4-6 DDR5 (https://www.anandtech.com/show/16072/sipearl-lets-rhea-design-leak-72x-zeus-cores-4x-hbm2e-46-ddr5)
AWS is bursting with pride for its Arm CPU cores – so much it’s put them behind a burstable instance type (https://www.theregister.com/2020/09/15/aws_t4g_burtable_arm_instance/)
Relevant to your Interests
Hyland enters definitive agreement to acquire Alfresco (https://news.hyland.com/hyland-enters-definitive-agreement-to-acquire-alfresco/)
Mellanox Technologies now called NVIDIA Networking after acquisition (https://www.tweaktown.com/news/74857/mellanox-technologies-now-called-nvidia-networking-after-acquisition/index.html)
Oracle's stock jumps as company returns to growth (https://www.cnbc.com/2020/09/10/oracle-orcl-earnings-q1-2021.html)
Michael Dell: ‘We Are Not Selling VMware’ (https://www.crn.com/news/data-center/michael-dell-we-are-not-selling-vmware-)
VMware Cuts Pay for Remote Workers Fleeing Silicon Valley (https://www.bloomberg.com/news/articles/2020-09-11/vmware-twitter-cut-pay-for-remote-workers-fleeing-bay-area)
Kubernetes is an enterprise architecture (https://buttondown.email/cote/archive/kubernetes-is-an-enterprise-architecture/)
Using JAAS in the Cloud Era (https://www.clever-cloud.com/blog/engineering/2020/09/09/using-jaas-in-the-cloud-era/)
GitLab’s radical vision for the future of remote work (https://www.fastcompany.com/90548691/extremely-transparent-and-incredibly-remote-gitlabs-radical-vision-for-the-future-of-work)
Roam Research – A note taking tool for networked thought. (https://roamresearch.com/)
Marc Andreessen On Productivity (https://a16z.com/2020/09/07/on-productivity-scheduling-reading-habits-marc-andreessen/)
Building YouTube Shorts, a new way to watch & create on YouTube (https://blog.youtube/news-and-events/building-youtube-shorts?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axiosmediatrends&stream=top)
Microsoft's underwater data centre resurfaces after two years (https://www.bbc.com/news/technology-54146718)
The S-1 Club | Unity is Manifesting the Metaverse (https://thegeneralist.substack.com/p/the-s-1-club-unity-is-manifesting)
Amazon's profits, AWS and advertising — Benedict Evans (https://www.ben-evans.com/benedictevans/2020/9/6/amazons-profits)
A $200 Million Seed Valuation - Shows Investor Frenzy for Note-Taking Apps (https://www.theinformation.com/articles/a-200-million-seed-valuation-for-roam-shows-investor-frenzy-for-note-taking-apps)
A Whistleblower Says Facebook Ignored Global Political Manipulation (https://www.buzzfeednews.com/article/craigsilverman/facebook-ignore-political-manipulation-whistleblower-memo)
Microsoft Says Its Bid for TikTok Was Rejected in U.S.-China Standoff (https://www.nytimes.com/2020/09/13/technology/tiktok-microsoft-oracle-bytedance.html)
TikTok Reaches Deal to Sell U.S. Operations to Oracle | Digital Trends (https://www.digitaltrends.com/news/tiktok-reaches-deal-to-sell-us-operations-to-oracle-report/)
Oracle poised to become TikTok's U.S. technology partner after Chinese owners reject Microsoft's bid (https://www.cnbc.com/2020/09/14/microsoft-bid-for-tiktoks-us-operations-rejected-by-bytedance.html)
Nonsense
The billionaire behind 'Fortnite' has played over 1,600 matches without anyone knowing it was him (https://www.businessinsider.com/epic-games-ceo-tim-sweeney-secret-fortnite-player-2020-9)
Paul Rudd, Certified Young Person (https://www.youtube.com/watch?v=5ngNuuPpmj8)
Sponsors
strongDM (http://strongdm.com/SDT) — Manage and audit remote access to infrastructure. Start your free 14-day trial today at: strongdm.com/SDT (http://strongdm.com/SDT)
Conferences
Devops World 2020 by CloudBees | The Future of DevOps & Jenkins (https://www.cloudbees.com/devops-world). September 22-24, 2020
EnvoyCon 2020 (https://events.linuxfoundation.org/envoycon/) October 15, 2020
KubeCon + CloudNativeCon November 17 – 20 (https://events.linuxfoundation.org/kubecon-cloudnativecon-north-america/)
SDT news & hype
Join us in Slack (http://www.softwaredefinedtalk.com/slack).
Send your postal address to [email protected] (mailto:[email protected]) 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/) and LinkedIn (https://www.linkedin.com/company/software-defined-talk/).
Brandon built the Quick Concall iPhone App (https://itunes.apple.com/us/app/quick-concall/id1399948033?mt=8) and he wants you to buy it for $0.99.
Use the code SDT to get $20 off Coté’s book, (https://leanpub.com/digitalwtf/c/sdt) Digital WTF (https://leanpub.com/digitalwtf/c/sdt), so $5 total.
Recommendations
Matt: Supersizers Go (https://www.youtube.com/playlist?list=PL43578495DCF519A0).
Brandon: Raised by Wolves (https://www.hbomax.com/series/urn:hbo:series:GX0WFcAlf5r5cuAEAAADu?gclid=CjwKCAjwkoz7BRBPEiwAeKw3q-6AJiaGSGgaelpZSaB3UtSVuhGdBZrvpejX5oZ_jfhlFIN8L11F0BoCfmMQAvD_BwE&gclsrc=aw.ds).
Coté: Beyond the Phoenix Project (https://www.goodreads.com/book/show/38714647-beyond-the-phoenix-project).
Image Credit (https://unsplash.com/photos/wIqpmuOloVA)
Image Credit (https://unsplash.com/photos/pMJwwBQu5f4)

This week we discuss Snowflake’s IPO, Forrester’s Multicloud Container Wave and Nvidia buying ARM. Plus, an extensive discussion of what constitutes a breakfast taco.

The Rundown

IPOs

Snowflake shares more than double. It's the biggest software IPO ever

Worth more than VMware.

Sumo Logic's IPO prices above the expected range
Tech investors await IPO bonanza next week, highlighted by Snowflake and Unity, even as market looks shaky

Multicloud

Red Hat Named a Leader in Forrester Multicloud Container Development Platforms Wave
VMware Bets On Enterprises Wanting Kubernetes And Virtualization Mashup
Simplify Your Approach to Application Modernization with 4 Simple Editions for the Tanzu Portfolio
Tiffany’s overview of VMware Tanzu kubernetes stuff.

ARM

SoftBank is reportedly preparing to sell ARM to Nvidia for more than $40 billion
Arm co-founder starts ‘Save Arm’ campaign to keep independence amid $40B Nvidia deal
Nvidia’s Integration Dreams
It’s Official- NVIDIA Acquires Arm For $40B To Create What Could Be A Computing Juggernaut
SiPearl Lets Rhea Design Leak: 72x Zeus Cores, 4x HBM2E, 4-6 DDR5
AWS is bursting with pride for its Arm CPU cores – so much it’s put them behind a burstable instance type

Relevant to your Interests

Hyland enters definitive agreement to acquire Alfresco
Mellanox Technologies now called NVIDIA Networking after acquisition
Oracle's stock jumps as company returns to growth
Michael Dell: ‘We Are Not Selling VMware’
VMware Cuts Pay for Remote Workers Fleeing Silicon Valley
Kubernetes is an enterprise architecture
Using JAAS in the Cloud Era
GitLab’s radical vision for the future of remote work
Roam Research – A note taking tool for networked thought.
Marc Andreessen On Productivity
Building YouTube Shorts, a new way to watch & create on YouTube
Microsoft's underwater data centre resurfaces after two years
The S-1 Club | Unity is Manifesting the Metaverse
Amazon's profits, AWS and advertising — Benedict Evans
A $200 Million Seed Valuation - Shows Investor Frenzy for Note-Taking Apps
A Whistleblower Says Facebook Ignored Global Political Manipulation
Microsoft Says Its Bid for TikTok Was Rejected in U.S.-China Standoff
TikTok Reaches Deal to Sell U.S. Operations to Oracle | Digital Trends
Oracle poised to become TikTok's U.S. technology partner after Chinese owners reject Microsoft's bid

Nonsense

The billionaire behind 'Fortnite' has played over 1,600 matches without anyone knowing it was him
Paul Rudd, Certified Young Person

Sponsors

strongDM — Manage and audit remote access to infrastructure. Start your free 14-day trial today at: strongdm.com/SDT

Conferences

Devops World 2020 by CloudBees | The Future of DevOps & Jenkins. September 22-24, 2020
EnvoyCon 2020 October 15, 2020
KubeCon + CloudNativeCon November 17 – 20

SDT news & hype

Join us in Slack.
Send your postal address to [email protected] and we will send you free laptop stickers!
Follow us on Twitch, Twitter, Instagram and LinkedIn.
Brandon built the Quick Concall iPhone App and he wants you to buy it for $0.99.
Use the code SDT to get $20 off Coté’s book, Digital WTF, so $5 total.

Recommendations

Matt: Supersizers Go.
Brandon: Raised by Wolves.
Coté: Beyond the Phoenix Project.

Image Credit

Image Credit

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