Software Defined Talk

This week, we discuss the Fable ban, SpaceX's $60B Cursor buy, and why Lovable wins when AI picks your stack. Plus, Europeans are at the World Cup and already drank Boston dry. Watch the YouTube Live Recording of Episode 577 Runner-up Titles Waited out the storm Maybe we should build some castles or something Years of lawsuits ahead of us The ultimate dream AI SEO I hope you’re paid by the hour Always be monitoring to me Rundown Anthropic How Amazon and the White House ended Anthropic's Fable Statement on the US government directive to suspend access to Fable 5 and Mythos 5 Dario Amodei — Policy on the AI Exponential Cursor Live Updates: Elon Musk Becomes World’s First Trillionaire as SpaceX Starts Trading SpaceX to acquire Cursor for $60B in stock, days after blockbuster IPO Vibe Coding Lovable says it has hit $500M in annualized revenue, with 1 million new projects a week Vibe-coding phenomenon lifts AI startup Supabase to $10.5 billion valuation Database startup Supabase raises $500 million $10.5 billion valuation curl summer of bliss Relevant to your Interests Grep this: Microsoft grafts (most) Linux commands onto Windows apple/container The Virtual OS Museum YouTube has eclipsed Netflix in viewership via (@lucas_shaw) OpenAI to acquire Ona Keycap Quarry – Artisan Keycaps for Mechanical Keyboards Mark Zuckerberg Orders His Employees to Start Having Fun Again Why is Meta destroying its engineering organization? VCs behaving badly Databricks Agrees to Acquire Panther Sponsors Sentry - Quit Buggin': use code sdt26 for $100 in credit for new customers Nonsense The AI coding agent that runs on stolen Chipotle compute Minesweeper 3D No Guess – Free 3D Browser Game | Logic Solver Fly around the world (Experimental) | Google Earth | Google for Developers Commodore’s newest gadget is a flip phone that blocks social media and browsers Conferences WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Germany. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 25 Free Tickets DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com 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 Sponsor more podcasts with Failover Media Recommendations Brandon: Digital ID Matt: Murderbot Diaries: Platform Decay Coté: WordPress.com. Tetilla cheese from the Camino de Santiago. Sponsored By:Sentry: Use the code: sdt26 for $100 in Sentry credits for new users

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: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com 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

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: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com 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 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: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com 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