Episode 385: Armchair Strategist

This week we discuss Cloud Growth Rates, Corporate Security, Meta’s Strategy and Elon’s Twitter Takeover. Plus, some thoughts on bike locks and a parenting post mortem.
Watch the YouTube Live Recording of Episode 385 (https://www.youtube.com/watch?v=xU9ikhH8zqk)
Runner-up Titles
Cormac will give her a ride home
The Baby is asleep
Maybe she will get angry.
Lectures don’t work
See you on Mars, motherfucker!
You can have 1 piece of dog walk
It’s only stupid until it works.
Make big bets, but don’t tell anyone until you win.
Armchair strategists.
I forgot the Nokia thing, that was kind of a big deal.
How long have I been working
The CTA of Twitter
An exercise for the listener
Rundown
As overall cloud infrastructure market growth dips to 24%, AWS reports slowdown (https://techcrunch.com/2022/10/28/as-overall-cloud-infrastructure-market-growth-dips-to-24-aws-reports-slowdown/)
Cloud Giants Update (https://twitter.com/jaminball/status/1585726177532030976?s=46&t=RXYniVQ-CK_8YOHAtvdakg)
Amazon's cloud business just recorded its weakest growth to date and missed analysts' estimates (https://www.cnbc.com/2022/10/27/aws-earnings-q3-2022.html)
Meta
Meta Myths (https://stratechery.com/2022/meta-myths/)
Meta shares plummet on weak fourth-quarter forecast and earnings miss (https://www.cnbc.com/2022/10/26/facebook-parent-meta-earnings-q3-2022.html)
Meta shares dip is proof metaverse plan never really had legs (https://www.theguardian.com/technology/2022/oct/27/metas-shares-dip-is-proof-metaverse-plan-never-really-had-legs-facebook)
Jim Cramer cries and issues a public apology after being wrong about $META (https://twitter.com/watcherguru/status/1585684156188688384?s=46&t=RXYniVQ-CK_8YOHAtvdakg)
Maybe they’ve maxed out on TAM-by-user (https://stratechery.com/2022/meta-myths/)
Twitter
Elon Musk completes Twitter purchase, immediately fires CEO and other execs (https://arstechnica.com/tech-policy/2022/10/elon-musk-completes-twitter-purchase-immediately-fires-ceo-and-other-execs/)
Elon Musk’s First Move Is To Fire The Person Most Responsible For Twitter’s Strong Free Speech Stance (https://www.techdirt.com/2022/10/28/elon-musks-first-move-is-to-fire-the-person-most-responsible-for-twitters-strong-free-speech-stance/)
Welcome to hell, Elon (https://www.theverge.com/2022/10/28/23428132/elon-musk-twitter-acquisition-problems-speech-moderation)
Relevant to your Interests
Apple to put USB-C connectors in iPhones to comply with EU rules (https://www.theguardian.com/technology/2022/oct/26/iphone-usb-c-lightning-connectors-apple-eu-rules?CMP=Share_iOSApp_Other)
Documentary Film “Inside Prometheus” Highlights Open Source Impact and the Innovators That Make it Happen (https://www.businesswire.com/news/home/20221025005368/en/Documentary-Film-%E2%80%9CInside-Prometheus%E2%80%9D-Highlights-Open-Source-Impact-and-the-Innovators-That-Make-it-Happen)
Inside Prometheus: new film showcases the impact and the innovators (https://www.cncf.io/blog/2022/10/26/inside-prometheus-new-film-showcases-the-impact-and-the-innovators/)
What a combined Broadcom and VMware can deliver to our customers (https://www.broadcom.com/blog/what-a-combined-broadcom-and-vmware-can-deliver)
Microsoft (MSFT) Q1 2023 Earnings Call Transcript @themotleyfool #stocks $MSFT (https://www.fool.com/earnings/call-transcripts/2022/10/25/microsoft-msft-q1-2023-earnings-call-transcript/)
Big Tech's ranks swelled last year (https://www.axios.com/newsletters/axios-login-6533c5d1-774b-4ce2-9fdc-e2f2dfcfd5be.html?chunk=1&utm_term=emshare#story1)
Apple beats earnings during tech stock meltdown (https://www.axios.com/2022/10/27/apple-quarterly-earnings-ipad-iphone?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axioslogin&stream=top)
Everything we know so far about Jack Dorsey’s brand new app (https://uk.finance.yahoo.com/news/jack-dorsey-bluesky-social-app-twitter-050005805.html)
List of KubeCon Sponsors (https://twitter.com/barton808/status/1586447169824980992?s=61&t=qyyTcr0wZ47P59cgdb_55g)
Was Jack Welch the Greatest C.E.O. of His Day—or the Worst? (https://www.newyorker.com/magazine/2022/11/07/was-jack-welch-the-greatest-ceo-of-his-day-or-the-worst)
Google reportedly spends $100 million on avatars to take on TikTok (https://www.androidpolice.com/google-acquires-alter-facemoji/)
DevOps de los Muertos (https://www.ergonautic.ly/blog/devops_de_los_muertos/)
Prepare Now for Critical Flaw in OpenSSL, Security Experts Warn (https://www.darkreading.com/vulnerabilities-threats/prepare-critical-flaw-openssl-security-experts-warn)
Netflix is acquiring cozy game developer Spry Fox (https://www.theverge.com/2022/10/31/23433526/netflix-spry-fox-cozy-gaming-studio-acquisition)
IBM to launch database-as-a-service version of Db2 (https://www.theregister.com/2022/10/27/ibm_db2_as_a_service/)
Singapore to phase out checks by 205 (https://www.theregister.com/2022/11/02/singapore_to_phase_out_checks/)
Cutting R&D to Grow GTM Spend (https://tomtunguz.com/cutting_rd_to_grow/)
1Password acquires Texas-based Passage to fuel push into passkeys (https://betakit.com/1password-acquires-texas-based-passage-to-fuel-push-into-passkeys/)
Sponsors
Teleport — The easiest, most secure way to access infrastructure. (https://goteleport.com/?utm_campaign=eg&utm_medium=partner&utm_source=sdt)
Nonsense
Wirecutter Recommendation (https://xkcd.com/2693/)
Tiny toiletries forever? The future of TSA, from liquids to shoes. (https://www.washingtonpost.com/travel/2022/11/01/tsa-liquids-rule-shoes-electronics/)
Conferences
SpringOne Platform (https://springone.io/?utm_source=cote&utm_medium=podcast&utm_content=sdt), SF, December 6–8, 2022
All Day DevOps | The World's Largest DevOps Conference (https://www.alldaydevops.com/), Nov. 10th
THAT Conference Texas Speakers and Schedule (https://that.us/events/tx/2023/schedule/). Jan 15th-18th use code SDT for 5% off
CloudNativeSecurityCon North America (https://events.linuxfoundation.org/cloudnativesecuritycon-north-america/), Seattle, Feb 1 – 2, 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!
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Use the code SDT to get $20 off Coté’s book, 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:
Southwest Airlines Lost and Found (https://www.southwest.com/help/day-of-travel/lost-and-found)
The Cloudcast: Reviewing KubeCon Detroit (https://www.thecloudcast.net/2022/11/reviewing-kubecon-detroit.html)
Coté: micro.blog (https://cote.micro.blog). Coté’s setup over there (https://micro.blog/cote) (for blogging too!). Also, you can still register (https://peakit.ro/event/peakit-005-day-2/) to see my legacy trap talk (https://peakit.ro/speaker/michael-cote/) tomorrow, maybe see the replay?
Photo Credits
Header (https://unsplash.com/photos/AoSAOV2Vtro)
CoverArt (https://techcrunch.com/wp-content/uploads/2022/10/image002-1.png?resize=680,478)

This week we discuss Cloud Growth Rates, Corporate Security, Meta’s Strategy and Elon’s Twitter Takeover. Plus, some thoughts on bike locks and a parenting post mortem.

Watch the YouTube Live Recording of Episode 385

Runner-up Titles

Cormac will give her a ride home
The Baby is asleep
Maybe she will get angry.
Lectures don’t work
See you on Mars, motherfucker!
You can have 1 piece of dog walk
It’s only stupid until it works.
Make big bets, but don’t tell anyone until you win.
Armchair strategists.
I forgot the Nokia thing, that was kind of a big deal.
How long have I been working
The CTA of Twitter
An exercise for the listener

Rundown

As overall cloud infrastructure market growth dips to 24%, AWS reports slowdown
Cloud Giants Update
Amazon's cloud business just recorded its weakest growth to date and missed analysts' estimates
Meta

Meta Myths
Meta shares plummet on weak fourth-quarter forecast and earnings miss
Meta shares dip is proof metaverse plan never really had legs
Jim Cramer cries and issues a public apology after being wrong about $META
Maybe they’ve maxed out on TAM-by-user

Twitter

Elon Musk completes Twitter purchase, immediately fires CEO and other execs
Elon Musk’s First Move Is To Fire The Person Most Responsible For Twitter’s Strong Free Speech Stance
Welcome to hell, Elon

Relevant to your Interests

Apple to put USB-C connectors in iPhones to comply with EU rules
Documentary Film “Inside Prometheus” Highlights Open Source Impact and the Innovators That Make it Happen
Inside Prometheus: new film showcases the impact and the innovators
What a combined Broadcom and VMware can deliver to our customers
Microsoft (MSFT) Q1 2023 Earnings Call Transcript @themotleyfool #stocks $MSFT
Big Tech's ranks swelled last year
Apple beats earnings during tech stock meltdown
Everything we know so far about Jack Dorsey’s brand new app
List of KubeCon Sponsors
Was Jack Welch the Greatest C.E.O. of His Day—or the Worst?
Google reportedly spends $100 million on avatars to take on TikTok
DevOps de los Muertos
Prepare Now for Critical Flaw in OpenSSL, Security Experts Warn
Netflix is acquiring cozy game developer Spry Fox
IBM to launch database-as-a-service version of Db2
Singapore to phase out checks by 205
Cutting R&D to Grow GTM Spend
1Password acquires Texas-based Passage to fuel push into passkeys

Sponsors

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

Nonsense

Wirecutter Recommendation
Tiny toiletries forever? The future of TSA, from liquids to shoes.

Conferences

SpringOne Platform, SF, December 6–8, 2022
All Day DevOps | The World's Largest DevOps Conference, Nov. 10th
THAT Conference Texas Speakers and Schedule. Jan 15th-18th use code SDT for 5% off
CloudNativeSecurityCon North America, Seattle, Feb 1 – 2, 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:

Southwest Airlines Lost and Found
The Cloudcast: Reviewing KubeCon Detroit

Coté: micro.blog. Coté’s setup over there (for blogging too!). Also, you can still register to see my legacy trap talk tomorrow, maybe see the replay?

Photo Credits

Header
CoverArt

Sponsored By: