Software Defined Talk

This week, we discuss the future of SaaS, OpenAI vs. Anthropic strategies, and cloud capex. Plus, when will you let an AI book your flights?

Watch the YouTube Live Recording of Episode 559

Runner-up Titles

Do we get to eat Moon Pies?

Some days it’s just me and the AI

We have a LinkedIn page

The state of the world has not gotten better, it’s just moved to Kubernetes

Trained on the Corpse of Stack Overflow.

We just have to get the files right

It is all just files

It’s all an OODA loop

Rinse and reply.

Is Software dead?

Your margin is my yacht.

claude-travel.md

Vegans have morals though

Rundown

DriftlessAF: Introducing Chainguard Factory 2.0

Is Software dead?

Clouded Judgement 2.6.26 - Software Is Dead...Again...For Real this Time...Maybe?

Anthropic’s breakout moment: how Claude won business and shook markets

Besieged

The $285 Billion 'SaaSpocalypse' Is the Wrong Panic

The "whole product" is more relevant than ever

Cloud Earnings

Microsoft Q2 earnings beat on top and bottom lines as cloud revenue tops $50 billion, but stock falls

Microsoft stock plunges as Wall Street questions AI investments

A day of reckoning for the AI boom

Oracle says it plans to raise up to $50 billion in debt and equity this year

Google Earnings Beat. Cloud Computing Momentum Builds Amid Spending Boom

Amazon stock falls 10% on $200 billion spending forecast, earnings miss

Amazon’s $200 Billion Spending Plan Raises Stakes in A.I. Race

[Follow the CAPEX: Cloud Table Stakes 2024 Retrospective](http://(https://platformonomics.com/2025/02/follow-the-capex-cloud-table-stakes-2024-retrospective/)

Amazon Earnings, CapEx Concerns, Commodity AI

Google's parent company raises billions of dollars in debt sale

OpenAI Drama

Amazon in Talks to Invest Up to $50 Billion in OpenAI

The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice

Sam Altman got exceptionally testy over Claude Super Bowl ads | TechCrunch

OpenAI will reportedly start testing ads in ChatGPT today

Relevant to your Interests

Deploying Moltbot (Formerly Clawdbot)

Apple tops Q1 earnings estimates on record-breaking iPhone sales

Clouded Judgement 1.30.26 - Software is Dead...Again!

Leaders, gainers, and unexpected winners in the Enterprise AI arms race

All Enterprise software is dead

The Dumbest Thing I’ve Seen This Week

SpaceX acquires xAI in record-setting deal as Musk looks to unify AI and space ambitions

AWS destiny: becoming the next Lumen

CloudBees CEO: Why Migration Is a Mirage Costing You Millions

Xcode 26.3 unlocks the power of agentic coding

The world is trying to log off U.S. tech

Anthropic's newest AI model uncovered 500 zero-day software flaws in testing

DHH on OpenClaw

Adam Jacob really likes AI code generation

Cautionary Tales – The WOW Machine Stops (Part 2)

Kyndryl Shares Halved Amid CFO Departure, Accounting Review

Our $200M Series C / Oxide

Presentations — Benedict Evans

Matrix messaging gaining ground in government IT

Hello Entire World · Entire Blog

Former GitHub CEO raises record $60M dev tool seed round at $300M valuation

From magic to malware: How OpenClaw's agent skills become an attack surface

Nonsense

What If the Sensors on Your Car Were Inspecting Potholes for the Government? Honda Found Out

Superbowl Ad 404

Conferences

DevOpsDay LA at SCALE23x, March 6th, Pasadena, CA

Use code: DEVOP for 50% off.

Devnexus 2026, March 4th to 6th, Atlanta, GA.

Use this 30% off discount code from your pals at Tanzu: DN26VMWARE30.

Check out the Tanzu and Spring talks and trading cards on THE LANDING PAGE.

Austin Meetup, March 10th, Open Lakehouse and AI — Listener Steve Anness speaking

KubeCon EU, March 23rd to 26th, 2026 - Coté will be there on a media pass.

Devopsdays Atlanta 2026. April 21-22

VMware User Groups (VMUGs):

Amsterdam (March 17-19, 2026) - Coté speaking.

Minneapolis (April 7-9, 2026)

Toronto (May 12-14, 2026)

Dallas (June 9-11, 2026)

Orlando (October 20-22, 2026)

SDT News & Community

Join our Slack community

Email the show: [email protected]

Free stickers: Email your address to [email protected]

Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky

Watch us on: Twitch, YouTube, Instagram, TikTok

Book offer: Use code SDT for $20 off "Digital WTF" by Coté

Sponsor the show

Recommendations

Brandon: YouTube TV plans launch this week

Matt:

Send Help

Steal

Coté:

AI, open source, talent, and more, live at cfgmgmtcamp 2026, with Andrew Clay Shafer

Tapistry

Brandon interviews Tara Raj, Senior Engineering Manager at the Amazon AGI Lab. They dive into her journey into the world of AGI, how Nova Act is streamlining complex workflows, and the steps to deploying your very own Normcore Agent. Plus, Tara finally settles the heated debate: Flat vs. Curved monitors.

Show Links

Amazon Nova Act

Contact Tara Raj

LinkedIn: Tara Raj

Twitter: @tara_amzn

SDT News & Hype

Join us in Slack.

Get a SDT Sticker! Send your postal address to [email protected] and we will send you free laptop stickers!

Follow us: Twitch, Twitter, Instagram, Mastodon, BlueSky, LinkedIn, TikTok, Threads and YouTube.

Use the code SDT to get $20 off Coté’s book, Digital WTF, so $5 total.

Become a sponsor of Software Defined Talk!

Special Guest: Tara Raj.

This week, we discuss Moltbot (née Clawdbot) taking over, Apple’s new AirTags, and finding Enterprise AI ROI. Plus, the tragic demise of the TV dinner.

Watch the YouTube Live Recording of Episode 557

Runner-up Titles

The Podcasters’ Choice

I was biding my time

I just want to sell something I believe in

What if you didn’t get chard

Chard as a Service

Let’s be cool

The Human League

Spinning tapes talking to each other

Artisanal tape dispensers

Buying into the Panopticon

Why should only Facebook know where I am?

Root access to your life

The AirTag Family Circus comic

Jar of Airtags

Hold my beer open source

The Value of AI is intuitively obvious

OK, we’re done. Talk to you guys next week.

Rundown

Clawdbot Rebrands to Moltbot After Trademark Request From Anthropic - Laravel News

Clawdbot users are snapping up the Mac Mini — and it’s under $500 at Amazon

Enterprise AI ROI is still elusive. What IT can do to fix it. It's not "culture."

Apple Silicon machine learning code may become more easily portable to Nvidia hardware

Apple introduces new AirTag with expanded range and improved findability

MFi Program

Cords, Cyborgs & Cold Cases: Grandpa Dancy’s Operating System for Life

Anthropic launches interactive Claude apps, including Slack and other workplace tools

AMD Quietly Funded A Drop-In CUDA Implementation Built On ROCm: It's Now Open-Source

Relevant to your Interests

On Running a Startup of Claude Code Agents: What You Get For a Billion Tokens a Month

Hundreds of Millions of Audio Devices Need a Patch to Prevent Wireless Hacking and Tracking

Guiding the future of Chainguard OS: Announcing the FUD Committee

Andy Jassy on Healthcare

Betting on Prediction Markets Is Their Job. They Make Millions.

How Intel Came Crashing Back to Earth After Its Trump Bump

Intel Shares Slide as Costs Pile Up in Bid to Meet AI Demand

Querying and Ingest issues in EU

The A.I. Start-Up Soap Opera Riveting Silicon Valley

Listener Feedback

Aaron Delp is hiring for a Technical Marketing Engineer in the EU. ,more in Slack

Conferences

cfgmgmtcamp 2026, February 2nd to 4th, Ghent, BE.

Coté speaking, live SDI recording with Andrew Clay Shafer.

DevOpsDayLA at SCALE23x, March 6th, Pasadena, CA

Use code: DEVOP for 50% off.

Devnexus 2026, March 4th to 6th, Atlanta, GA.

Use this 30% off discount code from your pals at Tanzu: DN26VMWARE30.

I was going to moderate this panel, but now I’m not. Also, this one. They’ll be super-cool!

KubeCon EU, March 23rd to 26th, 2026 - Coté will be there on a media pass.

VMware User Groups (VMUGs):

Amsterdam (March 17-19, 2026) - Coté speaking.

Minneapolis (April 7-9, 2026)

Toronto (May 12-14, 2026)

Dallas (June 9-11, 2026)

Orlando (October 20-22, 2026)

SDT News & Community

Join our Slack community

Email the show: [email protected]

Free stickers: Email your address to [email protected]

Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky

Watch us on: Twitch, YouTube, Instagram, TikTok

Book offer: Use code SDT for $20 off "Digital WTF" by Coté

Sponsor the show

Recommendations

Brandon:

The Cloudpod

Grizzlies Owner Robert Pera Linked to Russia's "Crimes Against Humanity"

Matt: Oxide & Friends 2026 Predictions - “Deep Blue”

Coté: CNCF Annual Survey for 2025, I finally read it closely-ish.

This week, we discuss the end of Cloud 1.0, AI agents fixing old apps, and Chainguard vs. Docker images. Plus, the mystery of Dutch broth is finally solved.

Watch the YouTube Live Recording of Episode 556

Runner-up Titles

His overall deal

Been there and done that

been ignoring that shift key for years

Cloud is just fine

I’ll be back in Bartertown

The “F” Word

Hardened-washing

We’ll never do this, but we should check back in in 3 months

Libraries are the best

Elves don’t belong in space

Rundown

Are we at the end of cloud or cloud 1.0

It's the beginning of Cloud 2.0

Spec-driven development system for Claude Code

Anthropic and App Modernization

A meta-prompting, context engineering and spec-driven development

What comes next, if Claude Code is as good as people say.

Microsoft Spending on Anthropic Approaches $500 Million a Year

Claude Code Won't Fix Your Life

Coté and Tony contemplate day two AI-generated apps, and an excerpt.

Why We've Tried to Replace Developers Every Decade Since 1969

Well, that escalated quickly: Zero CVEs, lots of vendors

Relevant to your Interests

Beijing tells Chinese firms to stop using US and Israeli cybersecurity software

China blacklists VMware, Palo Alto Networks software over national security fears

Kroger taps Google Gemini, announces more key AI moves

Texas judge throws out second lawsuit over CrowdStrike outage

Apple will pay billions for Gemini after OpenAI declined

Dell wants £10m+ from VMware if Tesco case goes against it

Tailscale: The Best Free App Most Mac Power Users Aren’t Using

How WhatsApp Took Over the Global Conversation

Our approach to advertising and expanding access to ChatGPT

OpenAI’s ARR reached over $20 billion in 2025, CFO says

Simon Willison’s take on Our approach to advertising and ChatGPT

The AI lab revolving door spins ever faster | TechCrunch

How Markdown took over the world

An Interview with United CEO Scott Kirby About Tech Transformation

Conferences

cfgmgmtcamp 2026, February 2nd to 4th, Ghent, BE.

Coté speaking - anyone interested in being an SDI guest?

DevOpsDayLA at SCALE23x, March 6th, Pasadena, CA

Use code: DEVOP for 50% off.

Devnexus 2026, March 4th to 6th, Atlanta, GA.

Use this 30% off discount code from your pals at Tanzu: DN26VMWARE30.

KubeCon EU, March 23rd to 26th, 2026 - Coté will be there on a media pass.

VMware User Groups (VMUGs):

Amsterdam (March 17-19, 2026)

Minneapolis (April 7-9, 2026)

Toronto (May 12-14, 2026)

Dallas (June 9-11, 2026)

Orlando (October 20-22, 2026)

SDT News & Community

Join our Slack community

Email the show: [email protected]

Free stickers: Email your address to [email protected]

Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky

Watch us on: Twitch, YouTube, Instagram, TikTok

Book offer: Use code SDT for $20 off "Digital WTF" by Coté

Sponsor the show

Recommendations

Brandon: The Library will loan you a 5G hotspot

Matt: Deep Rock Galactic: Survivor (rogue-like Vampire Hunters-type game)

Coté: Streamyard shorts generation. Salesforce was inspired by dolphins.

This week, we discuss Gemini powering Siri, AWS’s biggest competitor, and AWS strategy choices. Plus, when should your next meeting actually start?

Watch the YouTube Live Recording of Episode 555

Runner-up Titles

Swedish Death Cleaning

Give it a best effort

Trying it bad for profits.

That pen better be really good

You do all the nerd shit, we’ll be cool

Looking at a hundred rabbits’ assholes.

The Kremlinologist of AWS

The aaSes of Cloud

They’ll like our apples better

Running on hopes and dreams until you’re sure they don’t exist

What we have is a situation

Rundown

Apple gets AI from Google

Joint statement from Google and Apple

Kuo: Apple's AI Deal With Google Is Temporary and Buys It Time

Google's Apple AI deal marks 'huge loss' for OpenAI

AWS in 2026: The Year of Proving They Still Know How to Operate

Relevant to your Interests

Anthropic reportedly raising $10B at $350B valuation

Dell Reverses Course, Brings Back XPS Laptops

Google is unleashing Gemini AI features on Gmail. Users will have to opt out

Bose is open-sourcing its old smart speakers instead of bricking them

Google Guys Say Bye to California

Amazon gives managers a new way to spot who's barely coming into the office

A decade of open source in CNCF with 300,000+ contributors and counting

CrowdStrike to Acquire SGNL to Transform Identity Security for the AI Era

Snowflake Announces Intent to Acquire Observe to Deliver AI-Powered Observability

Nvidia Hires Google Veteran as Its First Chief Marketing Officer

The Fediverse Experiment

RIP the metaverse

Nonsense

American Airlines rolls out free Wi-Fi to loyalty members

Conferences

cfgmgmtcamp 2026, February 2nd to 4th, Ghent, BE.

Coté speaking - anyone interested in being a SDI guest?

DevOpsDayLA at SCALE23x, March 6th, Pasadena, CA

Use code: DEVOP for 50% off.

Devnexus 2026, March 4th to 6th, Atlanta, GA. Coté has a discount code, but he’s not sure if he can give it out. He’s asking! Send him a DM in the meantime.

KubeCon EU, March 23rd to 26th, 2026 - Coté will be there on a media pass.

Whole bunch of VMUGs: Amsterdam (March 17-19, 2026), Minneapolis (April 7-9, 2026), Toronto (May 12-14, 2026), Dallas (June 9-11, 2026), Orlando (October 20-22, 2026)

SDT News & Community

Join our Slack community

Email the show: [email protected]

Free stickers: Email your address to [email protected]

Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky

Watch us on: Twitch, YouTube, Instagram, TikTok

Book offer: Use code SDT for $20 off "Digital WTF" by Coté

Sponsor the show

Recommendations

Brandon: Google Nest Doorbell (Wired, 3rd Gen)

Matt: MTV Rewind

Coté:

“These 36 Airlines Offer iPhone Feature That Helps Find Your Lost Bags.”

Distroless, Helm Charts, & Hardened Images: Security That Ships (with William Jimenez)

Photo Credits

Header