Episode 385: Armchair Strategist

This week we discuss Cloud Growth Rates, Corporate Security, Meta’s Strategy and Elon’s Twitter Takeover. Plus, some thoughts on bike locks and a parenting post mortem. Watch the YouTube Live Recording of Episode 385 (https://www.youtube.com/watch?v=xU9ikhH8zqk) Runner-up Titles Cormac will give her a ride home The Baby is asleep Maybe she will get angry. Lectures don’t work See you on Mars, motherfucker! You can have 1 piece of dog walk It’s only stupid until it works. Make big bets, but don’t tell anyone until you win. Armchair strategists. I forgot the Nokia thing, that was kind of a big deal. How long have I been working The CTA of Twitter An exercise for the listener Rundown As overall cloud infrastructure market growth dips to 24%, AWS reports slowdown (https://techcrunch.com/2022/10/28/as-overall-cloud-infrastructure-market-growth-dips-to-24-aws-reports-slowdown/) Cloud Giants Update (https://twitter.com/jaminball/status/1585726177532030976?s=46&t=RXYniVQ-CK_8YOHAtvdakg) Amazon's cloud business just recorded its weakest growth to date and missed analysts' estimates (https://www.cnbc.com/2022/10/27/aws-earnings-q3-2022.html) Meta Meta Myths (https://stratechery.com/2022/meta-myths/) Meta shares plummet on weak fourth-quarter forecast and earnings miss (https://www.cnbc.com/2022/10/26/facebook-parent-meta-earnings-q3-2022.html) Meta shares dip is proof metaverse plan never really had legs (https://www.theguardian.com/technology/2022/oct/27/metas-shares-dip-is-proof-metaverse-plan-never-really-had-legs-facebook) Jim Cramer cries and issues a public apology after being wrong about $META (https://twitter.com/watcherguru/status/1585684156188688384?s=46&t=RXYniVQ-CK_8YOHAtvdakg) Maybe they’ve maxed out on TAM-by-user (https://stratechery.com/2022/meta-myths/) Twitter Elon Musk completes Twitter purchase, immediately fires CEO and other execs (https://arstechnica.com/tech-policy/2022/10/elon-musk-completes-twitter-purchase-immediately-fires-ceo-and-other-execs/) Elon Musk’s First Move Is To Fire The Person Most Responsible For Twitter’s Strong Free Speech Stance (https://www.techdirt.com/2022/10/28/elon-musks-first-move-is-to-fire-the-person-most-responsible-for-twitters-strong-free-speech-stance/) Welcome to hell, Elon (https://www.theverge.com/2022/10/28/23428132/elon-musk-twitter-acquisition-problems-speech-moderation) Relevant to your Interests Apple to put USB-C connectors in iPhones to comply with EU rules (https://www.theguardian.com/technology/2022/oct/26/iphone-usb-c-lightning-connectors-apple-eu-rules?CMP=Share_iOSApp_Other) Documentary Film “Inside Prometheus” Highlights Open Source Impact and the Innovators That Make it Happen (https://www.businesswire.com/news/home/20221025005368/en/Documentary-Film-%E2%80%9CInside-Prometheus%E2%80%9D-Highlights-Open-Source-Impact-and-the-Innovators-That-Make-it-Happen) Inside Prometheus: new film showcases the impact and the innovators (https://www.cncf.io/blog/2022/10/26/inside-prometheus-new-film-showcases-the-impact-and-the-innovators/) What a combined Broadcom and VMware can deliver to our customers (https://www.broadcom.com/blog/what-a-combined-broadcom-and-vmware-can-deliver) Microsoft (MSFT) Q1 2023 Earnings Call Transcript @themotleyfool #stocks $MSFT (https://www.fool.com/earnings/call-transcripts/2022/10/25/microsoft-msft-q1-2023-earnings-call-transcript/) Big Tech's ranks swelled last year (https://www.axios.com/newsletters/axios-login-6533c5d1-774b-4ce2-9fdc-e2f2dfcfd5be.html?chunk=1&utm_term=emshare#story1) Apple beats earnings during tech stock meltdown (https://www.axios.com/2022/10/27/apple-quarterly-earnings-ipad-iphone?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axioslogin&stream=top) Everything we know so far about Jack Dorsey’s brand new app (https://uk.finance.yahoo.com/news/jack-dorsey-bluesky-social-app-twitter-050005805.html) List of KubeCon Sponsors (https://twitter.com/barton808/status/1586447169824980992?s=61&t=qyyTcr0wZ47P59cgdb_55g) Was Jack Welch the Greatest C.E.O. of His Day—or the Worst? (https://www.newyorker.com/magazine/2022/11/07/was-jack-welch-the-greatest-ceo-of-his-day-or-the-worst) Google reportedly spends $100 million on avatars to take on TikTok (https://www.androidpolice.com/google-acquires-alter-facemoji/) DevOps de los Muertos (https://www.ergonautic.ly/blog/devops_de_los_muertos/) Prepare Now for Critical Flaw in OpenSSL, Security Experts Warn (https://www.darkreading.com/vulnerabilities-threats/prepare-critical-flaw-openssl-security-experts-warn) Netflix is acquiring cozy game developer Spry Fox (https://www.theverge.com/2022/10/31/23433526/netflix-spry-fox-cozy-gaming-studio-acquisition) IBM to launch database-as-a-service version of Db2 (https://www.theregister.com/2022/10/27/ibm_db2_as_a_service/) Singapore to phase out checks by 205 (https://www.theregister.com/2022/11/02/singapore_to_phase_out_checks/) Cutting R&D to Grow GTM Spend (https://tomtunguz.com/cutting_rd_to_grow/) 1Password acquires Texas-based Passage to fuel push into passkeys (https://betakit.com/1password-acquires-texas-based-passage-to-fuel-push-into-passkeys/) Sponsors Teleport — The easiest, most secure way to access infrastructure. (https://goteleport.com/?utm_campaign=eg&utm_medium=partner&utm_source=sdt) Nonsense Wirecutter Recommendation (https://xkcd.com/2693/) Tiny toiletries forever? The future of TSA, from liquids to shoes. (https://www.washingtonpost.com/travel/2022/11/01/tsa-liquids-rule-shoes-electronics/) Conferences SpringOne Platform (https://springone.io/?utm_source=cote&utm_medium=podcast&utm_content=sdt), SF, December 6–8, 2022 All Day DevOps | The World's Largest DevOps Conference (https://www.alldaydevops.com/), Nov. 10th THAT Conference Texas Speakers and Schedule (https://that.us/events/tx/2023/schedule/). Jan 15th-18th use code SDT for 5% off CloudNativeSecurityCon North America (https://events.linuxfoundation.org/cloudnativesecuritycon-north-america/), Seattle, Feb 1 – 2, 2023 SDT news & hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you free laptop stickers! Follow us on Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk), Instagram (https://www.instagram.com/softwaredefinedtalk/), LinkedIn (https://www.linkedin.com/company/software-defined-talk/) and YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured). 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: Southwest Airlines Lost and Found (https://www.southwest.com/help/day-of-travel/lost-and-found) The Cloudcast: Reviewing KubeCon Detroit (https://www.thecloudcast.net/2022/11/reviewing-kubecon-detroit.html) Coté: micro.blog (https://cote.micro.blog). Coté’s setup over there (https://micro.blog/cote) (for blogging too!). Also, you can still register (https://peakit.ro/event/peakit-005-day-2/) to see my legacy trap talk (https://peakit.ro/speaker/michael-cote/) tomorrow, maybe see the replay? Photo Credits Header (https://unsplash.com/photos/AoSAOV2Vtro) CoverArt (https://techcrunch.com/wp-content/uploads/2022/10/image002-1.png?resize=680,478)