Software Defined Talk

Software Defined Talk LLC

Get ready for a weekly dose of all things Enterprise Software and Cloud Computing! Join us as we dive into topics including Kubernetes, DevOps, Serverless, Security and Coding. Plus, we’ll keep you entertained with plenty of off-topic banter and nonsense. Don’t worry if you miss the latest industry conference - we’ve got you covered with recaps of all the latest news from AWS, Microsoft Azure, Google Cloud Platform (GCP) and the Cloud Native Computing Foundation (CNCF).

  1. A series of OODA loops

    -15 H

    A series of OODA loops

    This week, we discuss the future of SaaS, OpenAI vs. Anthropic strategies, and cloud capex. Plus, when will you let an AI book your flights? Watch the YouTube Live Recording of Episode 559 Runner-up Titles Do we get to eat Moon Pies? Some days it’s just me and the AI We have a LinkedIn page The state of the world has not gotten better, it’s just moved to Kubernetes Trained on the Corpse of Stack Overflow. We just have to get the files right It is all just files It’s all an OODA loop Rinse and reply. Is Software dead? Your margin is my yacht. claude-travel.md Vegans have morals though Rundown DriftlessAF: Introducing Chainguard Factory 2.0 Is Software dead? Clouded Judgement 2.6.26 - Software Is Dead...Again...For Real this Time...Maybe? Anthropic’s breakout moment: how Claude won business and shook markets Besieged The $285 Billion 'SaaSpocalypse' Is the Wrong Panic The "whole product" is more relevant than ever Cloud Earnings Microsoft Q2 earnings beat on top and bottom lines as cloud revenue tops $50 billion, but stock falls Microsoft stock plunges as Wall Street questions AI investments A day of reckoning for the AI boom Oracle says it plans to raise up to $50 billion in debt and equity this year Google Earnings Beat. Cloud Computing Momentum Builds Amid Spending Boom Amazon stock falls 10% on $200 billion spending forecast, earnings miss Amazon’s $200 Billion Spending Plan Raises Stakes in A.I. Race [Follow the CAPEX: Cloud Table Stakes 2024 Retrospective](http://(https://platformonomics.com/2025/02/follow-the-capex-cloud-table-stakes-2024-retrospective/) Amazon Earnings, CapEx Concerns, Commodity AI Google's parent company raises billions of dollars in debt sale OpenAI Drama Amazon in Talks to Invest Up to $50 Billion in OpenAI The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice Sam Altman got exceptionally testy over Claude Super Bowl ads | TechCrunch OpenAI will reportedly start testing ads in ChatGPT today Relevant to your Interests Deploying Moltbot (Formerly Clawdbot) Apple tops Q1 earnings estimates on record-breaking iPhone sales Clouded Judgement 1.30.26 - Software is Dead...Again! Leaders, gainers, and unexpected winners in the Enterprise AI arms race All Enterprise software is dead The Dumbest Thing I’ve Seen This Week SpaceX acquires xAI in record-setting deal as Musk looks to unify AI and space ambitions AWS destiny: becoming the next Lumen CloudBees CEO: Why Migration Is a Mirage Costing You Millions Xcode 26.3 unlocks the power of agentic coding The world is trying to log off U.S. tech Anthropic's newest AI model uncovered 500 zero-day software flaws in testing DHH on OpenClaw Adam Jacob really likes AI code generation Cautionary Tales – The WOW Machine Stops (Part 2) Kyndryl Shares Halved Amid CFO Departure, Accounting Review Our $200M Series C / Oxide Presentations — Benedict Evans Matrix messaging gaining ground in government IT Hello Entire World · Entire Blog Former GitHub CEO raises record $60M dev tool seed round at $300M valuation From magic to malware: How OpenClaw's agent skills become an attack surface Nonsense What If the Sensors on Your Car Were Inspecting Potholes for the Government? Honda Found Out Superbowl Ad 404 Conferences DevOpsDay LA at SCALE23x, March 6th, Pasadena, CA Use code: DEVOP for 50% off. Devnexus 2026, March 4th to 6th, Atlanta, GA. Use this 30% off discount code from your pals at Tanzu: DN26VMWARE30. Check out the Tanzu and Spring talks and trading cards on THE LANDING PAGE. Austin Meetup, March 10th, Open Lakehouse and AI — Listener Steve Anness speaking KubeCon EU, March 23rd to 26th, 2026 - Coté will be there on a media pass. Devopsdays Atlanta 2026. April 21-22 VMware User Groups (VMUGs): Amsterdam (March 17-19, 2026) - Coté speaking. Minneapolis (April 7-9, 2026) Toronto (May 12-14, 2026) Dallas (June 9-11, 2026) Orlando (October 20-22, 2026) SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Recommendations Brandon: YouTube TV plans launch this week Matt: Send Help Steal Coté: AI, open source, talent, and more, live at cfgmgmtcamp 2026, with Andrew Clay Shafer Tapistry

    1 h 10 min
  2. Moltbot Maximists

    30 JANV.

    Moltbot Maximists

    This week, we discuss Moltbot (née Clawdbot) taking over, Apple’s new AirTags, and finding Enterprise AI ROI. Plus, the tragic demise of the TV dinner. Watch the YouTube Live Recording of Episode 557 Runner-up Titles The Podcasters’ Choice I was biding my time I just want to sell something I believe in What if you didn’t get chard Chard as a Service Let’s be cool The Human League Spinning tapes talking to each other Artisanal tape dispensers Buying into the Panopticon Why should only Facebook know where I am? Root access to your life The AirTag Family Circus comic Jar of Airtags Hold my beer open source The Value of AI is intuitively obvious OK, we’re done. Talk to you guys next week. Rundown Clawdbot Rebrands to Moltbot After Trademark Request From Anthropic - Laravel News Clawdbot users are snapping up the Mac Mini — and it’s under $500 at Amazon Enterprise AI ROI is still elusive. What IT can do to fix it. It's not "culture." Apple Silicon machine learning code may become more easily portable to Nvidia hardware Apple introduces new AirTag with expanded range and improved findability MFi Program Cords, Cyborgs & Cold Cases: Grandpa Dancy’s Operating System for Life Anthropic launches interactive Claude apps, including Slack and other workplace tools AMD Quietly Funded A Drop-In CUDA Implementation Built On ROCm: It's Now Open-Source Relevant to your Interests On Running a Startup of Claude Code Agents: What You Get For a Billion Tokens a Month Hundreds of Millions of Audio Devices Need a Patch to Prevent Wireless Hacking and Tracking Guiding the future of Chainguard OS: Announcing the FUD Committee Andy Jassy on Healthcare Betting on Prediction Markets Is Their Job. They Make Millions. How Intel Came Crashing Back to Earth After Its Trump Bump Intel Shares Slide as Costs Pile Up in Bid to Meet AI Demand Querying and Ingest issues in EU The A.I. Start-Up Soap Opera Riveting Silicon Valley Listener Feedback Aaron Delp is hiring for a Technical Marketing Engineer in the EU. ,more in Slack Conferences cfgmgmtcamp 2026, February 2nd to 4th, Ghent, BE. Coté speaking, live SDI recording with Andrew Clay Shafer. DevOpsDayLA at SCALE23x, March 6th, Pasadena, CA Use code: DEVOP for 50% off. Devnexus 2026, March 4th to 6th, Atlanta, GA. Use this 30% off discount code from your pals at Tanzu: DN26VMWARE30. I was going to moderate this panel, but now I’m not. Also, this one. They’ll be super-cool! KubeCon EU, March 23rd to 26th, 2026 - Coté will be there on a media pass. VMware User Groups (VMUGs): Amsterdam (March 17-19, 2026) - Coté speaking. Minneapolis (April 7-9, 2026) Toronto (May 12-14, 2026) Dallas (June 9-11, 2026) Orlando (October 20-22, 2026) SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Recommendations Brandon: The Cloudpod Grizzlies Owner Robert Pera Linked to Russia's "Crimes Against Humanity" Matt: Oxide & Friends 2026 Predictions - “Deep Blue” Coté: CNCF Annual Survey for 2025, I finally read it closely-ish.

    1 h 3 min
  3. This Conversation is Hardened

    23 JANV.

    This Conversation is Hardened

    This week, we discuss the end of Cloud 1.0, AI agents fixing old apps, and Chainguard vs. Docker images. Plus, the mystery of Dutch broth is finally solved. Watch the YouTube Live Recording of Episode 556 Runner-up Titles His overall deal Been there and done that been ignoring that shift key for years Cloud is just fine I’ll be back in Bartertown The “F” Word Hardened-washing We’ll never do this, but we should check back in in 3 months Libraries are the best Elves don’t belong in space Rundown Are we at the end of cloud or cloud 1.0 It's the beginning of Cloud 2.0 Spec-driven development system for Claude Code Anthropic and App Modernization A meta-prompting, context engineering and spec-driven development What comes next, if Claude Code is as good as people say. Microsoft Spending on Anthropic Approaches $500 Million a Year Claude Code Won't Fix Your Life Coté and Tony contemplate day two AI-generated apps, and an excerpt. Why We've Tried to Replace Developers Every Decade Since 1969 Well, that escalated quickly: Zero CVEs, lots of vendors Relevant to your Interests Beijing tells Chinese firms to stop using US and Israeli cybersecurity software China blacklists VMware, Palo Alto Networks software over national security fears Kroger taps Google Gemini, announces more key AI moves Texas judge throws out second lawsuit over CrowdStrike outage Apple will pay billions for Gemini after OpenAI declined Dell wants £10m+ from VMware if Tesco case goes against it Tailscale: The Best Free App Most Mac Power Users Aren’t Using How WhatsApp Took Over the Global Conversation Our approach to advertising and expanding access to ChatGPT OpenAI’s ARR reached over $20 billion in 2025, CFO says Simon Willison’s take on Our approach to advertising and ChatGPT The AI lab revolving door spins ever faster | TechCrunch How Markdown took over the world An Interview with United CEO Scott Kirby About Tech Transformation Conferences cfgmgmtcamp 2026, February 2nd to 4th, Ghent, BE. Coté speaking - anyone interested in being an SDI guest? DevOpsDayLA at SCALE23x, March 6th, Pasadena, CA Use code: DEVOP for 50% off. Devnexus 2026, March 4th to 6th, Atlanta, GA. Use this 30% off discount code from your pals at Tanzu: DN26VMWARE30. KubeCon EU, March 23rd to 26th, 2026 - Coté will be there on a media pass. VMware User Groups (VMUGs): Amsterdam (March 17-19, 2026) Minneapolis (April 7-9, 2026) Toronto (May 12-14, 2026) Dallas (June 9-11, 2026) Orlando (October 20-22, 2026) SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Recommendations Brandon: The Library will loan you a 5G hotspot Matt: Deep Rock Galactic: Survivor (rogue-like Vampire Hunters-type game) Coté: Streamyard shorts generation. Salesforce was inspired by dolphins.

    1 h 8 min
  4. After the Dream

    16 JANV.

    After the Dream

    This week, we discuss Gemini powering Siri, AWS’s biggest competitor, and AWS strategy choices. Plus, when should your next meeting actually start? Watch the YouTube Live Recording of Episode 555 Runner-up Titles Swedish Death Cleaning Give it a best effort Trying it bad for profits. That pen better be really good You do all the nerd shit, we’ll be cool Looking at a hundred rabbits’ assholes. The Kremlinologist of AWS The aaSes of Cloud They’ll like our apples better Running on hopes and dreams until you’re sure they don’t exist What we have is a situation Rundown Apple gets AI from Google Joint statement from Google and Apple Kuo: Apple's AI Deal With Google Is Temporary and Buys It Time Google's Apple AI deal marks 'huge loss' for OpenAI AWS in 2026: The Year of Proving They Still Know How to Operate Relevant to your Interests Anthropic reportedly raising $10B at $350B valuation Dell Reverses Course, Brings Back XPS Laptops Google is unleashing Gemini AI features on Gmail. Users will have to opt out Bose is open-sourcing its old smart speakers instead of bricking them Google Guys Say Bye to California Amazon gives managers a new way to spot who's barely coming into the office A decade of open source in CNCF with 300,000+ contributors and counting CrowdStrike to Acquire SGNL to Transform Identity Security for the AI Era Snowflake Announces Intent to Acquire Observe to Deliver AI-Powered Observability Nvidia Hires Google Veteran as Its First Chief Marketing Officer The Fediverse Experiment RIP the metaverse Nonsense American Airlines rolls out free Wi-Fi to loyalty members Conferences cfgmgmtcamp 2026, February 2nd to 4th, Ghent, BE. Coté speaking - anyone interested in being a SDI guest? DevOpsDayLA at SCALE23x, March 6th, Pasadena, CA Use code: DEVOP for 50% off. Devnexus 2026, March 4th to 6th, Atlanta, GA. Coté has a discount code, but he’s not sure if he can give it out. He’s asking! Send him a DM in the meantime. KubeCon EU, March 23rd to 26th, 2026 - Coté will be there on a media pass. Whole bunch of VMUGs: Amsterdam (March 17-19, 2026), Minneapolis (April 7-9, 2026), Toronto (May 12-14, 2026), Dallas (June 9-11, 2026), Orlando (October 20-22, 2026) SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Recommendations Brandon: Google Nest Doorbell (Wired, 3rd Gen) Matt: MTV Rewind Coté: “These 36 Airlines Offer iPhone Feature That Helps Find Your Lost Bags.” Distroless, Helm Charts, & Hardened Images: Security That Ships (with William Jimenez) Photo Credits Header

    1 h 9 min
  5. The Alpha and The Omega

    9 JANV.

    The Alpha and The Omega

    This week, we discuss AI’s impact on Stack Overflow, Docker’s Hardened Images, and Nvidia buying Groq. Plus, thoughts on playing your own game and having fun. Watch the YouTube Live Recording of Episode 554 Please complete the Software Defined Talk Listener Survey! Runner-up Titles It’s all brisket after that. Exploring Fun Should I go build a snow man? Pets Innersourcing Two books Michael Lewis should write. Article IV is foundational. Freedom is options. Rundown Stack Overflow is dead. Hardened Images for Everyone Tanzu’s Bitnami stuff does this too. OpenAI OpenAI’s New Fundraising Round Could Value Startup at as Much as $830 Billion OpenAI Reportedly Planning to Make ChatGPT "Prioritize" Advertisers in Conversation OpenAI bets big on audio as Silicon Valley declares war on screens Sam Altman says: He has zero percent interest in remaining OpenAI CEO, once Nvidia buying AI chip startup Groq's assets for about $20 billion in its largest deal on record Relevant to your Interests Broadcom IT uses Tanzu Platform to host MCP Servers. A Brief History Of The Spreadsheet Databricks is raising over $4 billion in Series L funding at a $134 billion Amazon's big AGI reorg decoded by Corey Quinn “They burned millions but got nothing.” X sues to protect Twitter brand Musk has been trying to kill Mozilla's new CEO says AI is coming to Firefox, but will remain a choice | TechCrunch Why Oracle keeps sparking AI-bubble fears What's next for Threads Salesforce Executives Say Trust in Large Language Models Has Declined Akamai Technologies Announces Acquisition of Function-as-a-Service Company Fermyon Google Rolling Out Gmail Address Change Feature: Here Is How It Works The Enshittifinancial Crisis MongoBleed: Critical MongoDB Vulnerability CVE-2025-14847 | Wiz Blog Softbank to buy data center firm DigitalBridge for $4 billion in AI push The best tech announced at CES 2026 so far Who’s who at X, the deepfake porn site formerly known as Twitter Manus Joins Meta for Next Era of Innovation The WELL: State of the World 2026 with Bruce Sterling and Jon Lebkowsky Virtual machines still run the world Databases in 2025: A Year in Review Chat Platform Discord Files Confidentially for IPO The DRAM shortage explained: AI, rising prices, and what’s next Nonsense Palantir CEO buys monastery in Old Snowmass for $120 million H-E-B gives free groceries to all customers after registers glitch today in Burleson, Texas. Conferences cfgmgmtcamp 2026, February 2nd to 4th, Ghent, BE. Coté speaking - anyone interested in being a SDI guest? DevOpsDayLA at SCALE23x, March 6th, Pasadena, CA Use code: DEVOP for 50% off. Devnexus 2026, March 4th to 6th, Atlanta, GA. Coté has a discount code, but he’s not sure if he can give it out. He’s asking! Send him a DM in the meantime. KubeCon EU, March 23rd to 26th, 2026 - Coté will be there on a media pass. Whole bunch of VMUGs, mostly in the US. The CFPs are open, go speak at them! Coté speaking in Amsterdam. Amsterdam (March 17-19, 2026), Minneapolis (April 7-9, 2026), Toronto (May 12-14, 2026), Dallas (June 9-11, 2026), Orlando (October 20-22, 2026) SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show: ads@softwaredefinedtalk.com Recommendations Brandon: Why Data Doesn't Always Win, with a Philosopher of Art (Apple Podcasts) Why Data Doesn't Always Win, with a Philosopher of Art (YouTube) Coté: “Databases in 2025: A Year in Review.” Photo Credits Header

    1 h 12 min
  6. 2025 Year in Review

    2 JANV.

    2025 Year in Review

    This week, we review our 2025 predictions, discuss the big stories, and speculate on 2026. Plus, Coté dives deep into the EU broth market. Watch the YouTube Live Recording of Episode 553 Runner-up Titles I was up at 1am thinking, “are there any good billionaires.” Maybe you forgot your shoes Not just room temperature, but cold I thought Europe was known for its soups Ice, air conditioning, and, broth - we have solved those three problems. Sloppy search Cutlery, tupperware, COVID The Young People. The Automation Apologist. I’m disappointed in everything Models don’t matter anymore Shade-tree programmer An empty farm in Waco Rundown 2024 Year in Review Scaling Platform Engineering in the CNCF Community - Abby Bangser Syntaso’s Platform as a Product book Claude Skills are way under-rated “Agents are [just] models using tools in a loop. 2026 Predications Are we in an AI Bubble? Do Anthropic or OpenAI IPO? New AI use cases? Altman remain CEO? Do Apple or AWS make an AI acquisition? CFB Championship? Conferences cfgmgmtcamp 2026, February 2nd to 4th, Ghent, BE. Coté speaking and doing live SDI with John Willis. DevOpsDayLA at SCALE23x, March 6th, Pasadena, CA Use code: DEVOP for 50% off. Devnexus 2026, March 4th to 6th, Atlanta, GA. Coté has a discount code, but he’s not sure if he can give it out. He’s asking! Send him a DM in the meantime. Whole bunch of VMUGs, mostly in the US. The CFPs are open, go speak at them! Coté speaking in Amsterdam. Amsterdam (March 17-19, 2026), Minneapolis (April 7-9, 2026), Toronto (May 12-14, 2026), Dallas (June 9-11, 2026), Orlando (October 20-22, 2026) SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show: ads@softwaredefinedtalk.com Recommendations Brandon: Pluribus — slow but interesting Coté: AirPods Pro 3 Photo Credits Header

    1 h 10 min
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À propos

Get ready for a weekly dose of all things Enterprise Software and Cloud Computing! Join us as we dive into topics including Kubernetes, DevOps, Serverless, Security and Coding. Plus, we’ll keep you entertained with plenty of off-topic banter and nonsense. Don’t worry if you miss the latest industry conference - we’ve got you covered with recaps of all the latest news from AWS, Microsoft Azure, Google Cloud Platform (GCP) and the Cloud Native Computing Foundation (CNCF).

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