Episode 559: A series of OODA loops
Software Defined Talk
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Cloud capex, valuation stories, and AI investment
The hosts analyze cloud CAPEX announcements, investor expectations, and strategic tradeoffs among big tech.
Play episode from 44:40
Transcript
Transcript
Episode notes
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?
- 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
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)
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