Episode 454: The Galactic Tent

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.
Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=-Pg_rXxn1YQ) 454 (https://www.youtube.com/watch?v=-Pg_rXxn1YQ)
Runner-up Titles
Are we streaming.
I have the whole earth to roam, so I’m not going to get space madness.
If you watch it long enough every movie represents all of life.
The sound track to walking the dog.
At least it’s open source.
The Magic Quadrant of Fashion.
I guess everyone’s cool?
What pair of pants do I need?
The AirPods Pro pocket.
Go down the metaphor hole.
I was eating steak, and now I’m eating OpenTofu.
Not good, but good enough.
The Metaphor Hole
Rundown
CNCF Landscape (https://landscape.cncf.io)
Bundling, Unbundling and Ensh*tification (https://www.thecloudcast.net/2024/02/bundling-unbundling-and-enshtification.html) (Cloudcast Pod)
Earnings
Meta Beats Sales Forecast Estimates; Announces First Dividend (https://www.bloomberg.com/news/articles/2024-02-01/meta-beats-sales-forecast-estimates-announces-first-dividend)
Amazon Projects Profit Topping Estimates on Further Cost Cutting (https://www.bloomberg.com/news/articles/2024-02-01/amazon-projectsprofit-topping-estimates-on-further-cost-cutting)
Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23 (https://cloudedjudgement.substack.com/p/clouded-judgement-2224-cloud-giants?utm_source=post-email-title&publication_id=56878&post_id=141292535&utm_campaign=email-post-title&isFreemail=true&r=2l9&utm_medium=email)
Alphabet: Cloud Rebounds (https://www.appeconomyinsights.com/p/alphabet-cloud-rebounds?utm_campaign=post&utm_medium=web)
Platformonomics - Follow the CAPEX: Cloud Table Stakes 2023 Retrospective (https://platformonomics.com/2024/02/follow-the-capex-cloud-table-stakes-2023-retrospective/)
Relevant to your Interests
Shift Happens: A book about keyboards (https://www.kickstarter.com/projects/mwichary/shift-happens)
Broadcom's strategy ignores most VMware customers (https://www.theregister.com/2022/05/30/broadcom_strategy_vmware_customer_impact/)
Allen Institute for AI releases ‘truly open source’ LLM to drive ‘critical shift’ in AI development (https://venturebeat.com/ai/truly-open-source-llm-from-ai2-to-drive-critical-shift-in-ai-development/)
OLMo - Open Language Model by AI2 (https://allenai.org/olmo)
Threads is growing steadily with more than 130M monthly actives. (https://www.threads.net/@mosseri/post/C20tMr8Pjeh/?igshid=MzRlODBiNWFlZA==)
Leaky Vessels: Docker and runc Container Breakout Vulnerabilities - January 2024 (https://snyk.io/blog/leaky-vessels-docker-runc-container-breakout-vulnerabilities/)
From unicorns to unicorpses: Why billion-dollar startups and even VC firms keep imploding (https://fortune.com/longform/failed-unicorn-startups-billion-dollar-valuation-unicorpses/)
Dell said to be preparing broad Return To Office mandate (https://www.theregister.com/2024/02/03/dell_return_to_work/?td=rt-3a)
Weaveworks shuts down (https://www.linkedin.com/posts/richardsonalexis_hi-everyone-i-am-very-sad-to-announce-activity-7160295096825860096-ZS67?utm_source=share&utm_medium=member_desktop)
A Giant Reborn: Satya Nadella’s Decade as Microsoft CEO (https://www.youtube.com/watch?v=9KzIKFpKZKM)
Is the $139 Amazon Prime Subscription Still Worth It? (https://www.wsj.com/tech/personal-tech/is-the-139-amazon-prime-subscription-still-worth-it-83a597c7?reflink=integratedwebview_share)
Everbridge Agrees to $1.5B Buyout Offer From Thoma Bravo (https://www.marketwatch.com/story/everbridge-agrees-to-1-5b-buyout-offer-from-thoma-bravo-179db224?mod=newsviewer_click)
Adam Neumann Tries to Buy Back WeWork (https://www.wsj.com/articles/adam-neumann-looks-to-buy-back-wework-86ee5f2b)
NinjaOne Notches $1.9 Billion Valuation in Deal Led By Iconiq (https://www.bloomberg.com/news/articles/2024-02-06/ninjaone-notches-1-9-billion-valuation-in-deal-led-by-iconiq)
YouTube TV says it has more than 8 million subscribers (https://www.axios.com/2024/02/06/youtube-tv-subscribers-cable-satellite)
Pivotal founder Rob Mee is back with a new startup. (https://twitter.com/alexrkonrad/status/1755278551828300162?s=46&t=zgzybiDdIcGuQ_7WuoOX0A)
ESPN, Fox, WBD shake up media with plans for new sports streaming service (https://www.sportsbusinessjournal.com/Articles/2024/02/06/ESPN-Disney-Warner-Bros-Discovery-Fox-pay-joint-streaming-service)
Arm shares surge 48% after SoftBank-controlled chip designer issues strong forecast (https://www.cnbc.com/2024/02/08/arm-shares-soar-after-reporting-strong-earnings-and-forecast.html)
Sam Altman Seeks Trillions of Dollars to Reshape Business of Chips and AI (https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0?page=1)
Disney invests $1.5B in Epic Games, plans new “games and entertainment universe” (https://arstechnica.com/gaming/2024/02/epic-working-with-disney-on-new-gaming-universe-after-1-5b-investment/)
Dynatrace hits $1.4 billion ARR, grabs logos from AppDynamics, aims to grow logs offering (https://www.thestack.technology/dynatrace-hits-1-4-billion-arr-grabs-customers-from-appdynamics-aims-to-grow-logs-offering/)
Google and Yahoo Are Cracking Down on Inbox Spam. Don’t Expect Less Email Marketing. (https://www.wsj.com/articles/google-and-yahoo-are-cracking-down-on-inbox-spam-dont-expect-less-email-marketing-dd124c19)
Cloudflare's crowd-sources another patent troll case victory (https://www.theregister.com/2024/02/12/cloudflare_patent_troll/)
(Almost) Every infrastructure decision I endorse or regret after 4 years running infrastructure at a startup (https://cep.dev/posts/every-infrastructure-decision-i-endorse-or-regret-after-4-years-running-infrastructure-at-a-startup/)
2024 State of Internal Developer Portals | Port (https://www.getport.io/state-of-internal-developer-portals)
Amazon’s Cloud Crisis: How AWS Will Lose The Future Of Computing (https://www.semianalysis.com/p/amazons-cloud-crisis-how-aws-will?ck_subscriber_id=1141233388)
Yandex: The end of an era for Russia’s most innovative firm (https://en.thebell.io/yandex-the-end-of-an-era-for-russias-most-innovative-firm/)
How Mastodon made friends with Meta (https://www.platformer.news/mastodon-interview-eugen-rochko-meta-bluesky-threads-federation/?ref=platformer-newsletter)
The Vision Pro (https://daringfireball.net/2024/01/the_vision_pro)
Microsoft Teams, Word, Excel, and more are coming to Apple’s Vision Pro at launch (https://www.theverge.com/2024/1/31/24057122/microsoft-apple-vision-pro-office-apps-microsoft-365)
Apple’s Vision Pro battery pack is hiding the final boss of Lightning cables (https://www.theverge.com/2024/1/31/24057392/apple-vision-pro-battery-lightning-cable)
Why Tim Cook Is Going All In on the Apple Vision Pro (https://www.vanityfair.com/news/tim-cook-apple-vision-pro?mbid=social_twitter&utm_social-type=owned&utm_source=twitter&utm_medium=social&utm_brand=vf)
the thing no one will say about Apple Vision Pro (https://www.youtube.com/watch?v=UvkgmyfMPks)
Working in the Vision Pro (https://www.youtube.com/watch?v=BV9Xy6L_rlM)
Forgot Your Apple Vision Pro’s Passcode? You May Have to Take It Back to Store (https://www.bloomberg.com/news/articles/2024-02-05/forgot-your-apple-vision-pro-s-passcode-you-may-have-to-take-it-back-to-store)
Tesla owners told not to wear Apple virtual reality headsets while driving (https://www.bbc.com/news/technology-68215614)
Nonsense
Cynical book summaries (https://www.plg.news/p/aoapm-002-cynical-book-summaries)
H-E-B's North Texas impact starting to become clear across groceries, real estate (https://www.wfaa.com/article/news/local/h-e-b-stores-north-texas-impact-starting-to-become-clear-across-groceries-real-estate/287-86836f22-e000-4d67-83d7-42e66ac01542?fbclid=IwAR1feOapOO7kMdv-xH3oBATelXpoKvf2ioNJEGt5MUzvA_X8C4nYMYPNquI_aem_AUUb7ZEwow8o6qAELGm8Xwb8eYCBdezDAdIpe-9nCSanh6MKQWpd8RIZRqMgBJekf6U#ls972nf7ju9xufblh6q)
The 10 Best-Selling Vehicles in America in 2023 (https://www.visualcapitalist.com/best-selling-vehicles-in-america-in-2023/)
One of Our Best Websites Died While No One Was Looking (https://slate.com/technology/2024/02/quora-what-happened-ai-decline.html)
Stanley Made Reusable Cups Huge. Now It Has to Make Them Sustainable (https://www.bloomberg.com/news/articles/2024-02-01/stanley-made-reusable-cups-huge-now-it-has-to-make-them-sustainable)
Most accurate video I’ve ever seen (https://x.com/anothercohen/status/1756181201847509392?s=46&t=zgzybiDdIcGuQ_7WuoOX0A)
Listener Feedback
Brian recommends Subprime Attention Crisis (https://www.audible.com/pd/Subprime-Attention-Crisis-Audiobook/0593454103?ref_pageloadid=Dsqv0n17FOwUqOpK&ref=a_library_t_c5_libItem_0593454103_0&pf_rd_p=80765e81-b10a-4f33-b1d3-ffb87793d047&pf_rd_r=7C4TQFGZXK856S6W40BH&pageLoadId=Fo0QcV8X3KEf9ys4&creativeId=4ee810cf-ac8e-4eeb-8b79-40e176d0a225)
Andrew recommends the Amazon.com: Sink Soap Dispenser (https://www.amazon.com/dp/B07SJ8SQ6Q?ref=ppx_pop_mob_ap_share)
Conferences
SCaLE 21x/DevOpsDays LA, March 14th (https://www.socallinuxexpo.org/scale/21x)– (https://www.socallinuxexpo.org/scale/21x)17th, 2024 (https://www.socallinuxexpo.org/scale/21x) — Coté speaking (https://www.socallinuxexpo.org/scale/21x/presentations/we-fear-change), sponsorship slots available.
KubeCon EU Paris, March 19 (https://events.linuxfoundation.org/kubecon-cloudnativecon-europe/)– (https://events.linuxfoundation.org/kubecon-cloudnativecon-europe/)22 (https://events.linuxfoundation.org/kubecon-cloudnativecon-europe/) — Coté on the wait list for the platform side conference. Get 20% off with the discount code KCEU24VMWBC20.
DevOpsDays Birmingham, April 17–18, 2024 (https://talks.devopsdays.org/devopsdays-birmingham-al-2024/cfp)
Exe (https://ismg.events/roundtable-event/dallas-robust-security-java-applications/?utm_source=cote&utm_campaign=devrel&utm_medium=newsletter&utm_content=newsletterUpcoming)cutive dinner in Dallas that Coté’s hosting on March 13st, 2024 (https://ismg.events/roundtable-event/dallas-robust-security-java-applications/?utm_source=cote&utm_campaign=devrel&utm_medium=newsletter&utm_content=newsletterUpcoming).
If you’re an “executive” 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 Coté (mailto:[email protected]) if you want to hear more about it.
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: Chamberlain Smart Garage Control (https://www.myq.com/products/smart-garage-control)
Matt: FLOSS Weekly Episode 769: OpenCost — We Spent How Much? (https://hackaday.com/2024/02/07/floss-weekly-episode-769-opencost-we-spent-how-much/)
Coté: chocolate covered dates at Tree of Dates (https://maps.app.goo.gl/QRc9Zj89cn4CZmMbA).
Photo Credits
Header (https://unsplash.com/photos/a-row-of-books-sitting-on-top-of-a-shelf-HqA7l8IbhmY)
Artwork by Google Gemini

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.

Watch the YouTube Live Recording of Episode 454

Runner-up Titles

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

Rundown

CNCF Landscape
Bundling, Unbundling and Ensh*tification (Cloudcast Pod)
Earnings

Meta Beats Sales Forecast Estimates; Announces First Dividend
Amazon Projects Profit Topping Estimates on Further Cost Cutting
Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23
Alphabet: Cloud Rebounds
Platformonomics - Follow the CAPEX: Cloud Table Stakes 2023 Retrospective

Relevant to your Interests

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

Nonsense

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

Listener Feedback

Brian recommends Subprime Attention Crisis
Andrew recommends the Amazon.com: Sink Soap Dispenser

Conferences

SCaLE 21x/DevOpsDays LA, March 14th–17th, 2024 — Coté speaking, sponsorship slots available.
KubeCon EU Paris, March 19–22 — Coté on the wait list for the platform side conference. Get 20% off with the discount code KCEU24VMWBC20.
DevOpsDays Birmingham, April 17–18, 2024
Executive dinner in Dallas that Coté’s hosting on March 13st, 2024.

If you’re an “executive” 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 Coté if you want to hear more about it.

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: Twitch, Twitter, Instagram, Mastodon, BlueSky, LinkedIn, TikTok, Threads 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: Chamberlain Smart Garage Control
Matt: FLOSS Weekly Episode 769: OpenCost — We Spent How Much?
Coté: chocolate covered dates at Tree of Dates.

Photo Credits

Header
Artwork by Google Gemini