Feb 06 2025 59 mins 99
This week, we discuss cloud’s never-ending “early innings,” OpenAI Canvas vs. Gemini, and Dell’s RTO reversal. Plus, is there such a thing as too much optimism?
Watch the YouTube Live Recording of Episode 505
Runner-up Titles
- Fastball to the head
- Not enough AI eggs
- Toxic Positivity
Rundown
- Cote’s Early Innings Research
- Cloud Revenue
- Microsoft Q2 cloud revenue falls short of expectations, sending the stock lower
- Alphabet shares drop as much as 9% on revenue miss, soaring AI investments
- Google parent Alphabet’s earnings disappoint Wall Street amid stiff AI competition
- DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts
- DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts
- Dell RTO Timeline
- 5 Signs Your Optimism Is Hurting Your Team
Relevant to your Interests
- Jack Dorsey’s Block has an AI agent too
- Can We Build a Five Gigawatt Data Center?—Asterisk
- Purely AI-generated art can’t get copyright protection, says Copyright Office
- 'Everything I Say Leaks,' Zuckerberg Says in Leaked Meeting Audio
- What Elon Musk should learn from Larry Ellison
- DOGE, Software, and Government
- DOJ sues to block HP Enterprise from buying Juniper Networks
- Mark Zuckerberg to employees in leaked all-hands meeting: ‘buckle up’
- There’s Something Very, Very Wrong With Tech Today.
- Microsoft Enforces Tougher Layoff Rules: No Severance, Immediate Termination
- Apple reportedly gives up on its AR video glasses project
- uBlock Origin is dead for Chrome, but ad blockers live on
- Add F*cking to Your Google Searches to Neutralize AI Summaries
- Palantir soars 24% to record high as AI powers strong earnings and guidance
- 'Eternal' 5D memory crystal capable of storing 360 TB of data for billions of years now holds a full human genome
- AI Company Asks Job Applicants Not to Use AI in Job Applications
- OpenAI's nightmare: Deepseek R1 on a Raspberry Pi
- Why Chinese AI has stunned the world
- Why the AI world is suddenly obsessed with a 160-year-old economics paradox
- OpenAI Furious DeepSeek Might Have Stolen All the Data OpenAI Stole From Ue
- Exposed DeepSeek Database Revealed Chat Prompts and Internal Data
- Gurman: Apple is launching new iCloud service as soon as this week, codenamed "Confetti" - 9to5Mac
Nonsense
- Funny note from JP Morgan Analyst about Tesla
- Waffle House is passing along the sky-high cost of eggs to diners with a 50-cent surcharge
- Optimized Charging
Listener Feedback
Conferences
- Civo Navigate North America, San Francisco, Feb 10-11, 2025
- DevOpsDayLA at SCALE22x, March 6-9, 2025, discount code DEVOP
- VMUG NL, March 12th, Coté speaking.
- DevOpsDays Chicago, March 18th, 2025.
- SREday London, March 27-28, Coté speaking. 10% with code LDN10.
- Monki Gras, London, March 27-28, Coté speaking.
- Cloud Foundry Day US, May 14th, Palo Alto, CA
- NDC Oslo, May 21-23, speaking.
- KubeCon EU, April 1-4, London.
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Photo Credits
