rss-bridge 2025-08-08T05:30:00+00:00

Episode 532: Less Goofy. More Enterprise.

This week, we discuss cloud earnings, what’s driving valuations, and why AWS says it’s still early innings for cloud. Plus, Coté does a deep dive on Shipley Donuts.

Watch the YouTube Live Recording of Episode 532

Runner-up Titles

Dangerous to do things in bed
Free Donut Holes
Dark Fiber
BET
A man can not believe anything that devalues their index funds.
They just open sourced last year’s homework.
It doesn’t use as many emdashes
Anchorman Vibes

Rundown

AI & Cloud Trends for July 2025
Cloud Earnings

Microsoft posts Q4 beat on top and bottom line on cloud, AI strength
Clouded Judgement 8.1.25 - The AI Operating Model
Richard Seroter's Architecture Musings

OpenAI’s new waited model whatever
Simon Willson says local tool calling might be better
Exclusive: OpenAI Secures Another Giant Funding Deal
OpenAI has made $5.25 billion in 2025 so far, and Anthropic $1.5bn. In both cases, I have found a pattern of deceptive leaks of annualized revenues to suggest they're making far more.

Relevant to your Interests

How Olipop is sweetening the PTO deal for employees
Anaconda Secures $150M Funding, Hits $1.5B Valuation
Figma raises $1.2 billion, creating new playbook for going public in the summer
AI vs. AI: Prophet Security raises $30M to replace human analysts with autonomous defenders
API Simulation Reduces MCP Server, Microservices Overload
Google loses appeal in antitrust battle with Fortnite maker
Exclusive: More details emerge on how Windsurf’s VCs and founders got paid from the Google deal
OpenAI is teasing a GPT-5 release.
Cloud Software Group to Acquire Arctera
For the first time, OpenAI models are available on AWS | TechCrunch
Agents or Bots? Making Sense of AI on the Open Web
Three weeks after acquiring Windsurf, Cognition offers staff the exit door
Apple has now shipped 3 billion iPhones
Apple Growth Rebounds on Strength of iPhone 16 Line, China
Apple Earnings; Cook’s AI Comments; Apple’s AI Strategy, Redux

Nonsense

Microsoft’s Windows XP Crocs are no joke

Listener Feedback

JD recommends Charm

Conferences

SpringOne, Las Vegas, August 25th to 28th, 2025. See Coté’s pitch.
Explore 2025 US, Las Vegas, August 25th to 28th, 2025. See Coté’s pitch.
Wiz Capture the Flag, Brisbane, August 26. Matt will be there.
SREDay London, Coté speaking, September 18th and 19th.
Civo Navigate London, Coté speaking, September 30th.
Texas Linux Fest, Austin, October 3rd to 4th.
CF Day EU, Frankfurt, October 7th, 2025.
AI for the Rest of Us, Coté speaking, October 15th to 16th, London.

SDT News & Community

Join our Slack community
Email the show: questions@softwaredefinedtalk.com
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Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky
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Book offer: Use code SDT for $20 off "Digital WTF" by Coté
Sponsor the show: ads@softwaredefinedtalk.com

Recommendations

Brandon: CalDigit TS4.
Coté:

Sunday roast at Mount St. Restaurant, London.
Internal developer platform marketing series: part one, part two, and part three.

Photo Credits

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Less Goofy. More Enterprise.

Episode 532

August 8th, 2025

1 hr 6 mins

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About this Episode

This week, we discuss cloud earnings, what’s driving valuations, and why AWS says it’s still early innings for cloud. Plus, Coté does a deep dive on Shipley Donuts.

Watch the YouTube Live Recording of Episode 532