Episode 552: Tech Strategy: Past, Present, Future

This week, Brian Gracely joins to dissect strategic choices made by Broadcom, Docker, Netflix and Intel. Plus: The AI Bifurcation—are models commodities or product pillars? Rundown Licensing in VMware Cloud Foundation 9.0 Hardened Images for Everyone Introducing Chainguard EmeritOSS Netflix to Acquire Warner Bros. Anthropic reportedly preparing for one of the largest IPOs Conferences cfgmgmtcamp 2026, February 2nd to 4th, Ghent, BE. Coté speaking and doing live SDI with John Willis. DevOpsDayLA at SCALE23x, March 6th, Pasadena, CA Use code: DEVOP for 50% off. Devnexus 2026, March 4th to 6th, Atlanta, GA. Whole bunch of VMUGs, mostly in the US. The CFPs are open, go speak at them! Coté speaking in Amsterdam. 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: [email protected] Photo Credits Header Special Guest: Brian Gracely.