RIA Weekly

This week we discuss build vs. buy decisions, sustaining corporate strategies and Malcolm Gladwell’s WFH comments. Plus, we announce the location of the Austin Meetup on August 27th. Runner-up Titles Strategy for eating mixed nuts. Finish in a flurry Eat Dessert First It’s about where you is, not where you was. We don’t even own a copy of Illustrator Lost his fastball Just a paycheck It’s cool to be the “turns out” person Pizza, Beer, Enjoyment McKinsey Titles, the movie Rundown App Tracking Transparency (ATT) policy blew up the digital advertising ecosystem (https://twitter.com/eric_seufert/status/1555177364081999874) Only the paranoid survive in tech: Former Intel CEO (https://www.cnbc.com/2014/02/25/only-the-paranoid-survive-in-tech-former-intel-ceo.html) Netflix Games Engaging Less Than 1 Percent of Subscribers (https://www.macrumors.com/2022/08/08/netflix-games-note-engaging-subscribers/) Gladwell’s take on Work from Home (https://www.tiktok.com/t/ZTRUT8Xh6/?k=1) Relevant to your Interests Cisco Networki

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://seek

This week we discuss developer toil, local vs. remote development and Facebook’s management woes. Plus, some thoughts on business books… Runner-up Titles The Instant Acquisition Belly of the Beast We can’t be bothered, but we bothered I’m done with that I don’t have those problems More Money, More Weirdness Occam’s Razor is always handy Ghost ride it into production Let’s take the offline online We’re just doing stuff with computers Rundown Coté and Brian attempt to summarize Facebook’s current state (https://softwaredefinedtalk.slack.com/archives/C6CDLDCVB/p1658919353110909?thread_ts=1658853863.040209&cid=C6CDLDCVB). Developer Toil: The Hidden Tech Debt (https://tanzu.vmware.com/content/white-papers/developer-toil-the-hidden-tech-debt?utm_source=cote&utm_campaign=devrel&utm_content=SDT370) Original webinar, from Susie and Tyson (https://tanzu.vmware.com/content/webinars/may-6-tech-debt-audit-how-to-prioritize-and-reduce-the-tech-debt-that-matters-most?utm_source=cote&utm_medium=video&utm_campaign=Global_P2_B

If capitalism is so great, why aren’t we working less? We discuss the potential for the GDP to finally do something for us, plus simplifying “sovereign cloud” and the potential of containers with their own jurisdiction. Also, thoughts on PowerPoint filenames. Runner-up Titles Also true, Less Money, Mo Problems Should have just been titled “Mo’ Problems.” Pancakes in Australia Australian names for pancakes: jackies, thin roundies, carbo-jacks, Yankee Breakfast Discs, flappies/flappos. Rentie and Rentos - “I’m renting, so it’s terrible.” Presentation-Final-V2.pptx DJ .PPTX Final_V2 I learned nothing about slide naming in college conferencekeynote-roughdraftfeedbackwelcome.pptx The Software Defined Fund Surfboard popped up and slapped my willies. Lean into it, or be leaned into. Rundown Sovereign cloud as a test of cloud differentiation Microsoft adding in more sovereign cloud stuff (https://www.zdnet.com/article/microsoft-adds-cloud-for-sovereignty-to-its-line-up/) . There’s a stack of software you can move to

Barton George interviews Matt Ray about how to manage costs in the cloud. Links FinOps Foundation (https://www.finops.org/introduction/what-is-finops/) OpenCost (https://www.opencost.io/) Kubecost (https://www.kubecost.com) Photo Credits Banner (https://unsplash.com/photos/3-Tc_5LROrM) CoverArt (https://unsplash.com/photos/djb1whucfBY) Special Guest: Barton George.

This week we discuss Musk vs. Twitter, Apple Wallet Employee Badges and using Slack for incident management with Incident.io. Plus, some thoughts on European Highways… Runner-up Titles Tasty Jambalaya Cars Rules Exit Ramps The Autobahn The Driving Episode Muscle Memory Norman Doors Screenshotting Screensharts Count the pixels Digital Nirvana Free Ketchup An ROI cul-de-sac Rundown Musk vs. Twitter Elon Musk notifies Twitter he is terminating deal (https://www.cnbc.com/2022/07/08/elon-musk-notifies-twitter-he-is-terminating-deal.html) How Elon Musk Damaged Twitter and Left It Worse Off (https://www.nytimes.com/2022/07/11/technology/elon-musk-twitter-damaged.html) Digital Transformation mean outages in IRL A DoorDash glitch temporarily allowed hundreds of users to order free food (https://twitter.com/popcrave/status/1545596276271566848?s=21&t=8IJ2hDk6a0d1t226lEORrw) American Airlines pilots get triple pay for trips dropped in scheduling glitch (https://www.cnbc.com/2022/07/06/-american-airlines-pilots-get-triple

This week we discuss Fedex going all-in on cloud, app modernization at the IRS and how to take unlimited PTO. Plus, some thoughts on rental property and telling time. Runner-up Titles Spreadsheets in your mind More ETF less Van Gogh The baby likes ducks The sticky stuff was not working I’ve read books Modernization takes 30 to 40 years No time is good Can I go to the beach Take a vacation The Kitchen Table Board Rundown A scheduling glitch temporarily canceled thousands of American Airlines flights (https://www.npr.org/2022/07/02/1109592782/american-airlines-flights-canceled-glitch) Amazon, Microsoft, Google Strengthen Grip on Cloud (https://www.wsj.com/articles/amazon-microsoft-google-strengthen-grip-on-cloud-11657018980?st=tgisntn6fwhaeii) Cloud infrastructure spend to top non-cloud in 2022 (https://www.theregister.com/2022/07/04/idc_cloud_spend_predictions/) Brian has thoughts see Slack Thread (https://softwaredefinedtalk.slack.com/archives/C6CDLDCVB/p1657112482499439?thread_ts=1657110807.269759&cid=C6CDLD

This week we discuss the Stack Overflow Dev Survey, Securing the Supply Chain and Slack Huddles. Plus, some thoughts on coffee down under. Runner-up Titles Waiting for my wife to get up and out of the bedroom/office My wife is still asleep I feel a Liberal Arts rant coming on That’s not the full stack baby How deep does this chasm go? This was your chance to own the SaaS 10 years ago Rundown Starbucks down under (https://twitter.com/franchisewolf/status/1541032303861739520) Why there are almost no Starbucks in Australia (https://www.cnbc.com/2018/07/20/starbucks-australia-coffee-failure.html) Survey Says Stack Overflow Developer Survey 2022 (https://survey.stackoverflow.co/2022/) The 10th Annual Open Source Jobs Report - Linux Foundation (https://www.linuxfoundation.org/tools/the-10th-annual-open-source-jobs-report/?utm_campaign=OSSUMMIT-2022&utm_content=212390733&utm_medium=social&utm_source=twitter&hss_channel=tw-14706299) Supply Chain Aqua Security and CIS release first formal guidelines for software suppl

This week we discuss the rise of WASM, Cloudflare’s Post Mortem, Oracle Cloud news and the future of CAPTCHAs. Plus, some thoughts on buzzwords, sprinklers and dogs. Runner-up Titles Chrome fixes everything Plateau of Productivity When the curve nopes. When the parabola yeets. First class SaaS Thanks for the legwork fool The cash cow has run out of milk Sign-a-tar Tumbler is now HIPAA compliant Working has its privileges Let go of this dog now Rundown Fermyon Launches With First Cloud-Native WebAssembly PaaS (https://www.globenewswire.com/news-release/2022/06/21/2466499/0/en/Fermyon-Launches-With-First-Cloud-Native-WebAssembly-PaaS-for-Developers-Creating-Microservice-Based-Apps-Raises-6-Million-Seed-Funding-Led-by-Amplify-Partners.html) Cloudflare Cloudflare Post Mortem (https://blog.cloudflare.com/cloudflare-outage-on-june-21-2022/) Massive Cloudflare outage caused by network configuration error (https://www.bleepingcomputer.com/news/technology/massive-cloudflare-outage-caused-by-network-configuration-error

This week we discuss Oracle buying Corner, drama at Coinbase and the Gartner MQ for Observability. Plus, some thoughts on European Design Style… Runner-up Titles Secular Winds. Internet Hygiene Don’t Bang the Table Do you own a motorcycle? The Hilda World-building Executive Retreat for Toxic Crytpo Execs. That’s some flavor Client/server Bias. Power of Privilege Rundown Everyone tries to fix verticals like healthcare but can an outsider really do it? Oracle thinks it can fix healthcare’s biggest tech issue (https://www.theverge.com/2022/6/10/23162503/oracle-cerner-health-records-data-interoperability) Oracle stock jumps 9% on strong cloud revenue (https://www.marketwatch.com/story/oracle-stock-jumps-9-on-strong-cloud-revenue-11655151953) CEO Bias Silicon Valley’s Horrible Bosses (https://newsletters.theatlantic.com/galaxy-brain/62a7fbc951acba00209259f5/elon-musk-brian-armstrong-coinbase-crypto/) Coinbase CEO Twitter Thread (https://twitter.com/brian_armstrong/status/1535304943728414721) An Open letter to Elon

This week we discuss work life balance, the State of Continuous Delivery Survey and recap WWDC. Plus, some thoughts on Buddha and parenting… Runner-up Titles The Buddha had no kids The Air Fryer is a PaaS. Rundown Work vs. Life Office workers get little reward for returning to the office – an idle factory is taboo (https://cote.io/2022/06/08/office-workers-get-little-reward-for-returning-to-work-an-idle-factory-is-taboo/) CEOs had a phenomenal year. Workers, less so (https://thehustle.co/05312022-CEO-vs-Worker-Pay/) Tesla monitored its employees on Facebook with help of PR firm during 2017 union push (https://www.cnbc.com/2022/06/02/tesla-paid-pr-firm-to-surveil-employees-on-facebook-in-2017-union-push.html) Elon Musk asks all Tesla employees to come back to the office or quit (https://electrek.co/2022/06/01/elon-musk-tesla-employees-come-back-office-or-quit/) Ford factory workers get 40-hour week (https://www.history.com/this-day-in-history/ford-factory-workers-get-40-hour-week) Survey Says State of Continuo

This week Brandon is joined by special guest host JJ Ashgiar and they record a live episode at the THAT Conference. Brandon and JJ interview Clark Sell and Brett Slaski about the origins and purpose of the THAT Conference and then the group discusses Broadcom acquiring VMware. Relevant to your Interests THAT Conference (https://that.us/that-conference/) Broadcom to Acquire VMware for Approximately $61 Billion in Cash and Stock (https://www.broadcom.com/company/news/financial-releases/60271) Guests Clark Sell (https://that.us/members/clark/) Brett Slaski (https://that.us/members/brettski/) Recommendations Brandon — The Bond King (https://www.audible.com/pd/The-Bond-King-Audiobook/1250818656?source_code=GO1DH13310082090P1&ds_rl=1262685&ds_rl=1260658&ds_rl=1263561&gclid=CjwKCAjwyryUBhBSEiwAGN5OCPtAy0WtVF9Sw3HS0KsY-puo-qa_4t4xDOyS0HQjFpAOq26oFO8tOhoCQ70QAvD_BwE&gclsrc=aw.ds) JJ — Between (https://www.youtube.com/watch?v=Po5sKv4E2ko) Photo Credit (https://twitter.com/coridrew/status/1529094510126501889/photo/1) S

This week we discuss “Radical Transparency,” State of Crypto, IBM’s Cloud Efforts and Zoom’s Earnings. Plus, paying at the pump abroad. Runner-up Titles I’m here for the sandwich talk I want to get back to the garbage chairs Paying for Petrol Paying at the Pump Anonymize your trash I don’t want to improve Making life hard for HR Radical transparency for you, not me Where’d this public cloud come from? Don’t ever fall into the trap of sucking That’s a Circle Rundown Coinbase Tests App for Employees to Grade Each Other During Meetings (https://www.theinformation.com/articles/coinbase-tests-app-for-employees-to-grade-each-other-during-meetings) Bridgewater Principles & Culture (https://www.bridgewater.com/principles-and-culture?utm_campaign=BPI-Bridgewater-Capitalism-RR&utm_content=bridgewater%20culture&utm_source=paid-gs) You need meeting knobs like this (https://www.youtube.com/watch?v=yGsHq-mZI8U) Seth Green's Stolen NFT Puts His New Animated Bored Ape Series in Jeopardy (https://www.themarysue.com/seth-green

This week we discuss the "sum of the parts" of Rackspace, Rocky Linux recreates CentOS and thoughts on the economy. Plus, a debate: rental car vs. Uber. Rundown Rackspace Technology Reports First Quarter 2022 Results; Company Evaluating Strategic Alternatives (https://ir.rackspace.com/news-releases/news-release-details/rackspace-technology-reports-first-quarter-2022-results-company) Cloudflare gets serious about infrastructure services (https://techcrunch.com/2022/05/11/with-new-serverless-database-cloudflare-gets-serious-about-infrastructure-services/) Rocky Linux developer CIQ raises $26M to recreate CentOS for enterprises (https://venturebeat.com/2022/05/11/rocky-linux-developer-ciq-raises-26m-to-recreate-centos-for-enterprises/) Snowflake Stock: Finally, This Software Titan Is Worth A Nibble (NYSE:SNOW) (https://seekingalpha.com/article/4511737-snowflake-worth-nibble) Job vacancies outpace unemployment for first time (https://www.bbc.co.uk/news/uk-61475720) Relevant to your Interests Observability Enginee

Brandon interviews Philip Griffiths, the VP of Global Business Development at NetFoundry. They discuss how OpenZiti enables zero trust networking and how to build certificate-based security into your applications. Plus, some thoughts on creating an open source mascot. Episode Links NetFoundry (https://netfoundry.io/) replace with live netfoundry.io/sdt OpenZiti (https://openziti.github.io/) Zitification (https://ziti.dev/blog/zitification/) Bootstrapping Trust (https://ziti.dev/blog/bootstrapping-trust-part-1-encryption-everywhere/) Contact Philip LinkedIn: philipleonardgriffiths (https://www.linkedin.com/in/philipleonardgriffiths/) Twitter: @OpenZiggy (https://twitter.com/OpenZiggy) Twitter: @ThePGriffiths (https://twitter.com/ThePGriffiths) Special Guest: Philip Griffiths.

This week we discuss DevOpsDays Austin, the impending (?) economic downturn and advice on migrating your iCloud account when moving abroad. Plus, some thoughts on driving… Rundown DevOpsDays Austin (https://devopsdays.org/events/2022-austin/welcome/) Uber CEO vows to be ‘hardcore about costs,’ slow down hiring in memo to employees (https://www.theverge.com/2022/5/9/23063499/uber-ceo-slash-costs-hiring-slowdown-ride-hailing-profit) A cheat sheet for the next tech downturn (https://www.axios.com/2022/05/09/next-tech-downturn-cheat-sheet-recession) Relevant to your Interests Square Enix Says Embracer Acquisitions Allow It to Invest More in the Blockchain, AI, and the Cloud (https://www.ign.com/articles/square-enix-says-embracer-acquisitions-allow-it-to-invest-more-in-the-blockchain-ai-and-the-cloud) Google is raising pay, revamping employee reviews, documents show (https://www.cnbc.com/2022/05/06/google-says-its-raising-employee-pay-in-performance-review-revamp.html) What you may not know about the Dell-Snowflak

This week we discuss palace intrigue at Apple. the death of passwords and Twilio’s valuation. Plus, Matt explains how to resurrect a dead MacBook Pro… Rundown How Technocrats Triumphed at Apple (https://www.nytimes.com/2022/05/01/technology/jony-ive-apple-design.html) Passwords Apple, Google, and Microsoft team up on passwordless logins (https://techcrunch.com/2022/05/05/apple-google-microsoft-passwordless-logins/) Teleport nabs $110M to provide identity-based infrastructure access (https://techcrunch.com/2022/05/03/2309618/) Listen to Brandon interview Teleport CEO (https://www.softwaredefinedtalk.com/346) How FIDO Works (https://fidoalliance.org/how-fido-works/) 1Password 8 for Mac Released With New Design and Features (https://www.macrumors.com/2022/05/03/1password-8-for-mac-released/) Twilio - A Future Essential, Or Overhyped & Just Unprofitable? (https://seekingalpha.com/article/4505528-twilio-a-future-essential-or-overhyped-and-just-unprofitable) Twilio Announces First Quarter 2022 Results (https://fin

This week we discuss Matt’s new job at Kubecost, Istio joins the CNCF, the latest cloud earnings and Twitter gets bought. Plus, the first ever Cloud Startup Fantasy Draft… Rundown Kubecost (https://www.kubecost.com) Istio Istio have applied to become Cloud Native Project (https://twitter.com/IstioMesh/status/1518616150258733058) Istio moves to the CNCF - Service Mesh's Past, Present and Future - Solo (https://www.solo.io/blog/istio-past-present-future/) Earnings AWS CEO: We're not spinning out, likely to seek acquisitions (https://www.theregister.com/2022/04/21/aws_not_for_sale/) Amazon's cloud business grows almost 37%, but slows from last quarter (https://www.cnbc.com/2022/04/28/aws-earnings-q1-2022.html) Microsoft earnings beat across the board (https://www.cnbc.com/2022/04/26/microsoft-msft-earnings-q3-2022.html) Alphabet reports weak earnings and revenue on big YouTube miss (https://www.cnbc.com/2022/04/26/alphabet-to-report-q1-earnings-after-the-bell-tuesday.html) Cloud CAPEX: Google and Microsoft (htt

This week we discuss the disruption happening to Netflix, Corporate Metrics and a few thoughts on Heroku. Plus, some summer travel tips. Rundown Netflix Netflix shares crater 25% after company reports it lost subscribers for the first time in more than 10 years (https://www.cnbc.com/2022/04/19/netflix-nflx-earnings-q1-2022.html) Netflix Estimates More Than 100 Million Non-Paying Households Use Shared Passwords (https://variety.com/2022/digital/news/netflix-sharing-password-100-million-1235236051/) Netflix slowdown leaves streaming biz reeling (https://www.axios.com/newsletters/axios-login-487b37f1-d49f-4ccc-b267-794c850a834c.html?chunk=0&utm_term=emshare#story0) Reporting is hard Revenue, Revenue Everywhere. Not a Dollar to Count by @ttunguz (https://www.tomtunguz.com/metricflow/) Heroku Heroku is practically down for 4 days (https://twitter.com/gergelyorosz/status/1516756294983733255?s=21&t=005wWLAylkwjFOf1qWQmjw) Heroku is like a fallen civilization of elves. Beautiful, immortal, beloved by all who encount

This week we discuss the legacy of Puppet, Private Equity acquisitions and a few thoughts on Cloud Migrations. Plus, the five types of All Hands meetings… Register here to be invited to future Software Defined Meetups (https://docs.google.com/forms/d/1HabWg2nxKf2-qAavMSihlHbACjpr-qVDJFeBTKAJZJQ/edit) Rundown Perforce to acquire infrastructure as code pioneer Puppet (https://www.infoworld.com/article/3656734/perforce-to-acquire-infrastructure-as-code-pioneer-puppet.html) The PE Yo-Yo Thoma Bravo to take cybersecurity firm SailPoint private for $6.1 billion (https://www.reuters.com/business/thoma-bravo-buy-cybersecurity-firm-sailpoint-69-bln-ft-2022-04-11/) Private equity giant KKR buys security firm Barracuda Networks (https://siliconangle.com/2022/04/12/private-equity-giant-kkr-buys-security-firm-barracuda-networks/) How big could the cloud get? Part 1 (https://01core.substack.com/p/how-big-could-the-cloud-get-part?s=w) Relevant to your Interests Introducing global endpoints for Amazon EventBridge (https://aw