Episode 371: What’s your TAM

This week we do a deep dive into the Total Addressable Market of Cloud and discuss the rise of Cloudflare. Plus, details about the SDT Meetup in Austin on August 27th (https://www.eventbrite.com/e/software-defined-talk-meetup-in-austin-tx-tickets-396650401027).
Runner-up Titles
“Have a good time at least once” is in my vacation OKRs
The podcast of the Slack
Analog Clocks
Digital Clock Native
Pretending to have a sidekick
The First Business Case for the Metaverse
I was a liberal arts major
The TAM Episode
Rundown
Cloud Earnings
Clouded Judgement 7.29.22 (https://cloudedjudgement.substack.com/p/clouded-judgement-72922?utm_source=substack&utm_medium=email)
Amazon says cloud-computing revenue rose 33%, topping Wall Street estimates (https://www.cnbc.com/2022/07/28/aws-earnings-q2-2022.html)
60% of Amazon's net revenue growth YoY was AWS. (https://twitter.com/conorsen/status/1552749857500286976?s=21&t=4J4ob4S-4vxl-60DOSKkUw)
AWS continues to show strength, but there are a few things to watch out for (https://seekingalpha.com/news/3863264-amazon-web-services-continues-to-show-strength-but-there-are-a-few-things-to-watch-out-for)
Gartner Forecasts Worldwide IT Spending to Grow 3% in 2022 (https://www.gartner.com/en/newsroom/press-releases/2022-06-14-gartner-forecasts-worldwide-it-spending-to-grow-3-percent-in-2022)
How Cloudflare emerged to take on AWS, Azure, and GCP (https://www.infoworld.com/article/3668197/how-cloudflare-emerged-to-take-on-aws-azure-and-gcp.html?utm_content=content&utm_source=twitter&utm_medium=social&utm_campaign=organic)
Relevant to your Interests
Apple beats on revenue and profit, expects growth to accelerate despite 'pockets of softness' (https://www.cnbc.com/2022/07/28/apple-aapl-earnings-q3-2022.html)
Instagram walks back its changes (https://www.platformer.news/p/-instagram-walks-back-its-changes?utm_source=substack&utm_medium=email)
Meta posts its first-ever quarterly revenue decline (https://www.axios.com/2022/07/27/meta-quarterly-revenue-decline-earnings?utm_source[%E2%80%A6]utm_medium=email&utm_campaign=newsletter_axioslogin&stream=tophttps://www.axios.com/2022/07/27/meta-quarterly-revenue-decline-earnings?utm_source[%E2%80%A6]utm_medium=email&utm_campaign=newsletter_axioslogin&stream=top)
Why Kylie is mad at Instagram? (https://om.co/2022/07/26/why-kylie-is-mad-at-instagram-explained/)
There is a path to replace TCP in the datacenter (https://www.theregister.com/2022/07/27/replace_tcp_datacenter/)
CHIPS for America Act (https://twitter.com/SBIndyNews/status/1552445739736989697)e
JetBlue agrees to buy Spirit for $3.8B. It would create the 5th largest U.S. airline (https://www.npr.org/2022/07/28/1114226031/jetblue-spirit-deal-merger)
The pandemic impulse purchases we grew to hate (https://www.vox.com/the-goods/23279350/pandemic-consumer-buys-peloton-bike-games-dog-covid?utm_source=nextdraft&utm_medium=email)
AMD and Nvidia leaks show we are drunk on power, and the hangover is going to be brutal (https://www.techradar.com/news/amd-and-nvidia-leaks-show-we-are-drunk-on-power-and-the-hangover-is-going-to-be-brutal)
Intel To Wind Down Optane Memory Business - 3D XPoint Storage Tech Reaches Its (https://www.anandtech.com/show/17515/intel-to-wind-down-optane-memory-business)
On the huge importance of non-tech roles in Open Source: Empirical study on NPM - Livable Software (https://livablesoftware.com/importance-of-non-tech-contributor-roles-open-source/)
VMware Fusion beta joins Parallels in supporting Windows VMs on Apple Silicon (https://arstechnica.com/gadgets/2022/07/newest-vmware-fusion-beta-supports-windows-11-on-apple-silicon-macs/)
Apple Arcade finally got the boost it needed (https://www.theverge.com/2021/4/7/22370217/apple-arcade-fantasian-nba2k-wonderbox-classics-netflix)
Apple Nabs Key Lamborghini Executive to Work on Its Electric Car (https://www.bloomberg.com/news/articles/2022-07-27/apple-nabs-key-lamborghini-executive-to-work-on-its-electric-car?utm_campaign=etb&utm_medium=newsletter&utm_source=morning_brew)
IBM board of directors investigates sales fraud claims (https://www.theregister.com/2022/08/01/exclusive_ibm_board_of_directors/)
Apparently Linus Torvalds is using an M2 Mac? (https://softwaredefinedtalk.slack.com/archives/C5GPMBXQT/p1659428218962219)
Oracle Cuts Workers in US Customer Experience Unit (https://www.bloomberg.com/news/articles/2022-08-01/oracle-cuts-workers-in-us-customer-analytics-division)
Gmail gets a new look and tighter intergration to celebrate 18 years of service (https://www.xda-developers.com/gmail-new-look-tighter-intergration-18-years/)
Uber reports positive cash flow for first time (https://www.ft.com/content/a454447f-c0b9-44fc-a24a-2781f1b7717e)
Pinterest shares surge after Elliott discloses it is the largest shareholder (https://www.reuters.com/technology/elliott-says-it-is-largest-sharesholder-pinterest-2022-08-01/)
How Kubernetes Reinvented Virtual Machines (in a good sense) (https://iximiuz.com/en/posts/kubernetes-vs-virtual-machines/)
Former VMware Star Sanjay Poonen Becomes CEO Of Cohesity (https://twitter.com/datachick/status/1554482007438237698)
Thoma Bravo picks up Ping Identity for $2.8B in an all-cash deal (https://techcrunch.com/2022/08/03/thoma-bravo-picks-up-ping-identity-for-2-8b-in-an-all-cash-deal/?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJnqIsV7eSB4aeKNW7V9HidMxohTjY2dtNtainWRjHXiv7ApDViwdsq6K_9LBJIVnI3ylbHjASvuAqEijvmNUyuW8DaHp0rSZ7uten5Sz6_DUKqUxifms2H-6Yk6TW5i8i9UXqTNsT_vhnMMFzJUp7OTTzNaXAfmzM0PqPtmoFdH)
Software Is No Longer Eating The World (https://webtwoboomer.com/software-is-no-longer-eating-the-world-109785eb9d4f)
GitLab plans to delete dormant projects from free accounts (https://www.theregister.com/2022/08/04/gitlab_data_retention_policy/)
Raspberry Pi Zero vs MangoPi MQ Pro Benchmarks (https://bret.dk/raspberry-pi-zero-vs-mangopi-mq-pro-benchmarks/)
Highest. Close. Ever. - All Star Charts (https://allstarcharts.com/highest-close-ever/)
Should I Stay or Should I Go (https://www.platformonomics.com/2022/07/should-i-stay-or-should-i-go/)
Nonsense
Murder Hornets get new name (https://softwaredefinedtalk.slack.com/archives/C04EK1VBK/p1659024319485459)
An Australian Artist Pulled a Pickle from a McDonald’s Cheeseburger and Slapped It on a Gallery's Ceiling. Now It Costs $6,200 (https://news.artnet.com/art-world/pickle-artist-2152731)
MAKRO | Microsoft Excel Stream Highlights 3/19 (https://www.youtube.com/watch?v=xubbVvKbUfY)
British Airways suspends the sale of short-haul flight tickets from Heathrow (https://www.cnbc.com/2022/08/02/british-airways-suspends-short-haul-flight-tickets-from-heathrow.html)
Sponsors
Teleport — The easiest, most secure way to access infrastructure. (https://goteleport.com/?utm_campaign=eg&utm_medium=partner&utm_source=sdt)
Listener Feedback
Slack is increasing prices, changing how its free plan works (https://techcrunch.com/2022/07/18/slack-is-increasing-prices-and-changing-the-way-its-free-plan-works/)
What is DevRel? (https://www.whatisdevrel.com/) — Cloudcast Podcast
Good discussion on changing jobs in SDT Slack (https://softwaredefinedtalk.slack.com/archives/CEJ12RBJA/p1659459039423009)
Conferences
Register for the SDT Austin Meetup August 27th at 6:30 PM (https://www.eventbrite.com/e/software-defined-talk-meetup-in-austin-tx-tickets-396650401027) ****
DevOpsDays DFW (https://devopsdays.org/events/2022-dallas/welcome/), August 24-25, 2022 - Coté speaking, along with John Willis, Andrew Shafer, and friends
VMware Explore 2022, August 29 – September 1, 2022 (https://www.vmware.com/explore/us.html?srccode=na_pxkba4ap4tgmb&cid=7012H000001KawVQAS) - Coté’s pitch (https://twitter.com/cote/status/1551895600270016512).
SpringOne Platform (https://springone.io/?utm_source=cote&utm_medium=podcast&utm_content=sdt), SF, December 6–8, 2022
THAT Conference Texas Call For Counselors (https://that.us/call-for-counselors/tx/2023/) Jan 16-19, 2023
SDT news & hype
Join us in Slack (http://www.softwaredefinedtalk.com/slack).
Get a SDT Sticker! 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/), LinkedIn (https://www.linkedin.com/company/software-defined-talk/) and YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured).
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.
Become a sponsor of Software Defined Talk (https://www.softwaredefinedtalk.com/ads)!
Recommendations
Brandon: Ambulance (https://www.ambulance.movie) and The Terminal List (https://www.imdb.com/title/tt11743610/)
Ringer Podcast: ‘The Gray Man’ and the Top 10 Trash Special Ops Movies (https://www.theringer.com/2022/7/29/23283211/the-gray-man-and-the-top-10-trash-special-ops-movies)
Matt: (https://www.amazon.com/GE-Profile-Countertop-Nugget-Maker/dp/B07YF9SGBW)Jabulani Challenge (https://jabulanichallenge.com.au/)
City2Surf (https://www.city2surf.com.au/)
Coté: Vienna. Specifically: 12 Bruegels (https://www.khm.at/en/visit/collections/picture-gallery/the-best-of-bruegel-only-in-vienna/), old movies at old cinemas, Miznon (https://www.miznonvienna.com/).
Photo Credits
Banner (https://unsplash.com/photos/4W8LN0FgKNI)
CoverArt (https://unsplash.com/photos/aX_ljOOyWJY)

This week we do a deep dive into the Total Addressable Market of Cloud and discuss the rise of Cloudflare. Plus, details about the SDT Meetup in Austin on August 27th.

Runner-up Titles

“Have a good time at least once” is in my vacation OKRs
The podcast of the Slack
Analog Clocks
Digital Clock Native
Pretending to have a sidekick
The First Business Case for the Metaverse
I was a liberal arts major
The TAM Episode

Rundown

Cloud Earnings

Clouded Judgement 7.29.22
Amazon says cloud-computing revenue rose 33%, topping Wall Street estimates
60% of Amazon's net revenue growth YoY was AWS.
AWS continues to show strength, but there are a few things to watch out for
Gartner Forecasts Worldwide IT Spending to Grow 3% in 2022

How Cloudflare emerged to take on AWS, Azure, and GCP

Relevant to your Interests

Apple beats on revenue and profit, expects growth to accelerate despite 'pockets of softness'
Instagram walks back its changes
Meta posts its first-ever quarterly revenue decline
Why Kylie is mad at Instagram?
There is a path to replace TCP in the datacenter
CHIPS for America Acte
JetBlue agrees to buy Spirit for $3.8B. It would create the 5th largest U.S. airline
The pandemic impulse purchases we grew to hate
AMD and Nvidia leaks show we are drunk on power, and the hangover is going to be brutal
Intel To Wind Down Optane Memory Business - 3D XPoint Storage Tech Reaches Its
On the huge importance of non-tech roles in Open Source: Empirical study on NPM - Livable Software
VMware Fusion beta joins Parallels in supporting Windows VMs on Apple Silicon
Apple Arcade finally got the boost it needed
Apple Nabs Key Lamborghini Executive to Work on Its Electric Car
IBM board of directors investigates sales fraud claims
Apparently Linus Torvalds is using an M2 Mac?
Oracle Cuts Workers in US Customer Experience Unit
Gmail gets a new look and tighter intergration to celebrate 18 years of service
Uber reports positive cash flow for first time
Pinterest shares surge after Elliott discloses it is the largest shareholder
How Kubernetes Reinvented Virtual Machines (in a good sense)
Former VMware Star Sanjay Poonen Becomes CEO Of Cohesity
Thoma Bravo picks up Ping Identity for $2.8B in an all-cash deal
Software Is No Longer Eating The World
GitLab plans to delete dormant projects from free accounts
Raspberry Pi Zero vs MangoPi MQ Pro Benchmarks
Highest. Close. Ever. - All Star Charts
Should I Stay or Should I Go

Nonsense

Murder Hornets get new name
An Australian Artist Pulled a Pickle from a McDonald’s Cheeseburger and Slapped It on a Gallery's Ceiling. Now It Costs $6,200
MAKRO | Microsoft Excel Stream Highlights 3/19
British Airways suspends the sale of short-haul flight tickets from Heathrow

Sponsors

Teleport — The easiest, most secure way to access infrastructure.

Listener Feedback

Slack is increasing prices, changing how its free plan works
What is DevRel? — Cloudcast Podcast
Good discussion on changing jobs in SDT Slack

Conferences

Register for the SDT Austin Meetup August 27th at 6:30 PM ****
DevOpsDays DFW, August 24-25, 2022 - Coté speaking, along with John Willis, Andrew Shafer, and friends
VMware Explore 2022, August 29 – September 1, 2022 - Coté’s pitch.
SpringOne Platform, SF, December 6–8, 2022
THAT Conference Texas Call For Counselors Jan 16-19, 2023

SDT news & hype

Join us in Slack.
Get a SDT Sticker! Send your postal address to [email protected] and we will send you free laptop stickers!
Follow us on Twitch, Twitter, Instagram, LinkedIn and YouTube.
Use the code SDT to get $20 off Coté’s book, Digital WTF, so $5 total.
Become a sponsor of Software Defined Talk!

Recommendations

Brandon: Ambulance and The Terminal List

Ringer Podcast: ‘The Gray Man’ and the Top 10 Trash Special Ops Movies

Matt: Jabulani Challenge

City2Surf

Coté: Vienna. Specifically: 12 Bruegels, old movies at old cinemas, Miznon.

Photo Credits

Banner
CoverArt

Sponsored By: