Episode 257: Once again, I have not read the report

This week we discuss Snowflake’s IPO, Forrester’s Multicloud Container Wave and Nvidia buying ARM. Plus, an extensive discussion of what constitutes a breakfast taco. The Rundown IPOs Snowflake shares more than double. It's the biggest software IPO ever (https://www.cnn.com/2020/09/16/investing/snowflake-ipo/index.html) Worth more than VMware (https://twitter.com/cloud_opinion/status/1306301196659953665). Sumo Logic's IPO prices above the expected range (https://www.marketwatch.com/story/sumo-logics-ipo-prices-above-the-expected-range-2020-09-17) Tech investors await IPO bonanza next week, highlighted by Snowflake and Unity, even as market looks shaky (https://www.cnbc.com/2020/09/11/ipo-bonanza-is-coming-next-week-highlighted-by-snowflake-and-unity.html) Multicloud Red Hat Named a Leader in Forrester Multicloud Container Development Platforms Wave (https://www.redhat.com/en/about/press-releases/red-hat-named-leader-independent-research-firm-multicloud-container-development-platforms-evaluation) VMware Bets On Enterprises Wanting Kubernetes And Virtualization Mashup (https://www.nextplatform.com/2020/09/15/vmware-bets-on-enterprises-wanting-kubernetes-and-virtualization-mashup/) Simplify Your Approach to Application Modernization with 4 Simple Editions for the Tanzu Portfolio (https://tanzu.vmware.com/content/blog/simplify-your-approach-to-application-modernization-with-4-simple-editions-for-the-tanzu-portfolio) Tiffany’s overview (https://twitter.com/cote/status/1306572820500172800) of VMware Tanzu kubernetes stuff. ARM SoftBank is reportedly preparing to sell ARM to Nvidia for more than $40 billion (https://www.theverge.com/2020/9/12/21434110/softbank-may-sell-arm-to-nvidia) Arm co-founder starts ‘Save Arm’ campaign to keep independence amid $40B Nvidia deal (https://techcrunch.com/2020/09/14/arm-co-founder-starts-save-arm-campaign-to-keep-independence-amid-40b-nvidia-deal/) Nvidia’s Integration Dreams (https://stratechery.com/2020/nvidias-integration-dreams/) It’s Official- NVIDIA Acquires Arm For $40B To Create What Could Be A Computing Juggernaut (https://www.forbes.com/sites/patrickmoorhead/2020/09/13/its-officialnvidia-acquires-arm-for-40b-to-create-what-could-be-a-computing-juggernaut/amp/?__twitter_impression=true) SiPearl Lets Rhea Design Leak: 72x Zeus Cores, 4x HBM2E, 4-6 DDR5 (https://www.anandtech.com/show/16072/sipearl-lets-rhea-design-leak-72x-zeus-cores-4x-hbm2e-46-ddr5) AWS is bursting with pride for its Arm CPU cores – so much it’s put them behind a burstable instance type (https://www.theregister.com/2020/09/15/aws_t4g_burtable_arm_instance/) Relevant to your Interests Hyland enters definitive agreement to acquire Alfresco (https://news.hyland.com/hyland-enters-definitive-agreement-to-acquire-alfresco/) Mellanox Technologies now called NVIDIA Networking after acquisition (https://www.tweaktown.com/news/74857/mellanox-technologies-now-called-nvidia-networking-after-acquisition/index.html) Oracle's stock jumps as company returns to growth (https://www.cnbc.com/2020/09/10/oracle-orcl-earnings-q1-2021.html) Michael Dell: ‘We Are Not Selling VMware’ (https://www.crn.com/news/data-center/michael-dell-we-are-not-selling-vmware-) VMware Cuts Pay for Remote Workers Fleeing Silicon Valley (https://www.bloomberg.com/news/articles/2020-09-11/vmware-twitter-cut-pay-for-remote-workers-fleeing-bay-area) Kubernetes is an enterprise architecture (https://buttondown.email/cote/archive/kubernetes-is-an-enterprise-architecture/) Using JAAS in the Cloud Era (https://www.clever-cloud.com/blog/engineering/2020/09/09/using-jaas-in-the-cloud-era/) GitLab’s radical vision for the future of remote work (https://www.fastcompany.com/90548691/extremely-transparent-and-incredibly-remote-gitlabs-radical-vision-for-the-future-of-work) Roam Research – A note taking tool for networked thought. (https://roamresearch.com/) Marc Andreessen On Productivity (https://a16z.com/2020/09/07/on-productivity-scheduling-reading-habits-marc-andreessen/) Building YouTube Shorts, a new way to watch & create on YouTube (https://blog.youtube/news-and-events/building-youtube-shorts?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axiosmediatrends&stream=top) Microsoft's underwater data centre resurfaces after two years (https://www.bbc.com/news/technology-54146718) The S-1 Club | Unity is Manifesting the Metaverse (https://thegeneralist.substack.com/p/the-s-1-club-unity-is-manifesting) Amazon's profits, AWS and advertising — Benedict Evans (https://www.ben-evans.com/benedictevans/2020/9/6/amazons-profits) A $200 Million Seed Valuation - Shows Investor Frenzy for Note-Taking Apps (https://www.theinformation.com/articles/a-200-million-seed-valuation-for-roam-shows-investor-frenzy-for-note-taking-apps) A Whistleblower Says Facebook Ignored Global Political Manipulation (https://www.buzzfeednews.com/article/craigsilverman/facebook-ignore-political-manipulation-whistleblower-memo) Microsoft Says Its Bid for TikTok Was Rejected in U.S.-China Standoff (https://www.nytimes.com/2020/09/13/technology/tiktok-microsoft-oracle-bytedance.html) TikTok Reaches Deal to Sell U.S. Operations to Oracle | Digital Trends (https://www.digitaltrends.com/news/tiktok-reaches-deal-to-sell-us-operations-to-oracle-report/) Oracle poised to become TikTok's U.S. technology partner after Chinese owners reject Microsoft's bid (https://www.cnbc.com/2020/09/14/microsoft-bid-for-tiktoks-us-operations-rejected-by-bytedance.html) Nonsense The billionaire behind 'Fortnite' has played over 1,600 matches without anyone knowing it was him (https://www.businessinsider.com/epic-games-ceo-tim-sweeney-secret-fortnite-player-2020-9) Paul Rudd, Certified Young Person (https://www.youtube.com/watch?v=5ngNuuPpmj8) Sponsors strongDM (http://strongdm.com/SDT) — Manage and audit remote access to infrastructure. Start your free 14-day trial today at: strongdm.com/SDT (http://strongdm.com/SDT) Conferences Devops World 2020 by CloudBees | The Future of DevOps & Jenkins (https://www.cloudbees.com/devops-world). September 22-24, 2020 EnvoyCon 2020 (https://events.linuxfoundation.org/envoycon/) October 15, 2020 KubeCon + CloudNativeCon November 17 – 20 (https://events.linuxfoundation.org/kubecon-cloudnativecon-north-america/) SDT news & hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). 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/) and LinkedIn (https://www.linkedin.com/company/software-defined-talk/). Brandon built the Quick Concall iPhone App (https://itunes.apple.com/us/app/quick-concall/id1399948033?mt=8) and he wants you to buy it for $0.99. Use the code SDT to get $20 off Coté’s book, (https://leanpub.com/digitalwtf/c/sdt) Digital WTF (https://leanpub.com/digitalwtf/c/sdt), so $5 total. Recommendations Matt: Supersizers Go (https://www.youtube.com/playlist?list=PL43578495DCF519A0). Brandon: Raised by Wolves (https://www.hbomax.com/series/urn:hbo:series:GX0WFcAlf5r5cuAEAAADu?gclid=CjwKCAjwkoz7BRBPEiwAeKw3q-6AJiaGSGgaelpZSaB3UtSVuhGdBZrvpejX5oZ_jfhlFIN8L11F0BoCfmMQAvD_BwE&gclsrc=aw.ds). Coté: Beyond the Phoenix Project (https://www.goodreads.com/book/show/38714647-beyond-the-phoenix-project). Image Credit (https://unsplash.com/photos/wIqpmuOloVA) Image Credit (https://unsplash.com/photos/pMJwwBQu5f4)