Episode 371: What’s your TAM

This week we do a deep dive into the Total Addressable Market of Cloud and discuss the rise of Cloudflare. Plus, details about the SDT Meetup in Austin on August 27th. Runner-up Titles “Have a good time at least once” is in my vacation OKRs The podcast of the Slack Analog Clocks Digital Clock Native Pretending to have a sidekick The First Business Case for the Metaverse I was a liberal arts major The TAM Episode Rundown Cloud Earnings Clouded Judgement 7.29.22 Amazon says cloud-computing revenue rose 33%, topping Wall Street estimates 60% of Amazon's net revenue growth YoY was AWS. AWS continues to show strength, but there are a few things to watch out for Gartner Forecasts Worldwide IT Spending to Grow 3% in 2022 How Cloudflare emerged to take on AWS, Azure, and GCP Relevant to your Interests Apple beats on revenue and profit, expects growth to accelerate despite 'pockets of softness' Instagram walks back its changes Meta posts its first-ever quarterly revenue decline Why Kylie is mad at Instagram? There is a path to replace TCP in the datacenter CHIPS for America Acte JetBlue agrees to buy Spirit for $3.8B. It would create the 5th largest U.S. airline The pandemic impulse purchases we grew to hate AMD and Nvidia leaks show we are drunk on power, and the hangover is going to be brutal Intel To Wind Down Optane Memory Business - 3D XPoint Storage Tech Reaches Its On the huge importance of non-tech roles in Open Source: Empirical study on NPM - Livable Software VMware Fusion beta joins Parallels in supporting Windows VMs on Apple Silicon Apple Arcade finally got the boost it needed Apple Nabs Key Lamborghini Executive to Work on Its Electric Car IBM board of directors investigates sales fraud claims Apparently Linus Torvalds is using an M2 Mac? Oracle Cuts Workers in US Customer Experience Unit Gmail gets a new look and tighter intergration to celebrate 18 years of service Uber reports positive cash flow for first time Pinterest shares surge after Elliott discloses it is the largest shareholder How Kubernetes Reinvented Virtual Machines (in a good sense) Former VMware Star Sanjay Poonen Becomes CEO Of Cohesity Thoma Bravo picks up Ping Identity for $2.8B in an all-cash deal Software Is No Longer Eating The World GitLab plans to delete dormant projects from free accounts Raspberry Pi Zero vs MangoPi MQ Pro Benchmarks Highest. Close. Ever. - All Star Charts Should I Stay or Should I Go Nonsense Murder Hornets get new name An Australian Artist Pulled a Pickle from a McDonald’s Cheeseburger and Slapped It on a Gallery's Ceiling. Now It Costs $6,200 MAKRO | Microsoft Excel Stream Highlights 3/19 British Airways suspends the sale of short-haul flight tickets from Heathrow Sponsors Teleport — The easiest, most secure way to access infrastructure. Listener Feedback Slack is increasing prices, changing how its free plan works What is DevRel? — Cloudcast Podcast Good discussion on changing jobs in SDT Slack Conferences Register for the SDT Austin Meetup August 27th at 6:30 PM **** DevOpsDays DFW, August 24-25, 2022 - Coté speaking, along with John Willis, Andrew Shafer, and friends VMware Explore 2022, August 29 – September 1, 2022 - Coté’s pitch. SpringOne Platform, SF, December 6–8, 2022 THAT Conference Texas Call For Counselors Jan 16-19, 2023 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 on Twitch, Twitter, Instagram, LinkedIn 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! Recommendations Brandon: Ambulance and The Terminal List Ringer Podcast: ‘The Gray Man’ and the Top 10 Trash Special Ops Movies Matt: Jabulani Challenge City2Surf Coté: Vienna. Specifically: 12 Bruegels, old movies at old cinemas, Miznon. Photo Credits Banner CoverArt