Episode 505: There Could be Extra Innings

This week, we discuss cloud’s never-ending “early innings,” OpenAI Canvas vs. Gemini, and Dell’s RTO reversal. Plus, is there such a thing as too much optimism?

Watch the YouTube Live Recording of Episode 505

Runner-up Titles

• Fastball to the head


• Not enough AI eggs


• Toxic Positivity

Rundown

• Cote’s Early Innings Research
  
  
  • Slides and stream recording of presenting it at cfgmgmtcamp 2025
  
  


• Cloud Revenue
  
  
  • Microsoft Q2 cloud revenue falls short of expectations, sending the stock lower
  
  
  • Alphabet shares drop as much as 9% on revenue miss, soaring AI investments
  
  
  • Google parent Alphabet’s earnings disappoint Wall Street amid stiff AI competition
  
  
  • DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts
  
  


• DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts


• Dell RTO Timeline
  
  
  • Aug 2020: Dell: 60% of our people won't be going back into an office regularly
  
  
  • March 2024: ****Dell says remote workers must go hybrid if they want any hope of a promotion
  
  
  • Jan 2025: Dell ends hybrid work policy despite remote work pledge
  
  


• 5 Signs Your Optimism Is Hurting Your Team

Relevant to your Interests

• Jack Dorsey’s Block has an AI agent too


• Can We Build a Five Gigawatt Data Center?—Asterisk


• Purely AI-generated art can’t get copyright protection, says Copyright Office


• 'Everything I Say Leaks,' Zuckerberg Says in Leaked Meeting Audio


• What Elon Musk should learn from Larry Ellison


• DOGE, Software, and Government


• DOJ sues to block HP Enterprise from buying Juniper Networks


• Mark Zuckerberg to employees in leaked all-hands meeting: ‘buckle up’


• There’s Something Very, Very Wrong With Tech Today.


• Microsoft Enforces Tougher Layoff Rules: No Severance, Immediate Termination


• Apple reportedly gives up on its AR video glasses project


• uBlock Origin is dead for Chrome, but ad blockers live on


• Add F*cking to Your Google Searches to Neutralize AI Summaries


• Palantir soars 24% to record high as AI powers strong earnings and guidance


• 'Eternal' 5D memory crystal capable of storing 360 TB of data for billions of years now holds a full human genome


• AI Company Asks Job Applicants Not to Use AI in Job Applications


• OpenAI's nightmare: Deepseek R1 on a Raspberry Pi


• Why Chinese AI has stunned the world


• Why the AI world is suddenly obsessed with a 160-year-old economics paradox


• OpenAI Furious DeepSeek Might Have Stolen All the Data OpenAI Stole From Ue


• Exposed DeepSeek Database Revealed Chat Prompts and Internal Data


• Gurman: Apple is launching new iCloud service as soon as this week, codenamed "Confetti" - 9to5Mac

Nonsense

• Funny note from JP Morgan Analyst about Tesla


• Waffle House is passing along the sky-high cost of eggs to diners with a 50-cent surcharge


• Optimized Charging

Listener Feedback

• ChatGPT Explains the difference between ‘.bashrc` and .bash_profile


• Optimized Charging

Conferences

• Civo Navigate North America, San Francisco, Feb 10-11, 2025


• DevOpsDayLA at SCALE22x, March 6-9, 2025, discount code DEVOP


• VMUG NL, March 12th, Coté speaking.


• DevOpsDays Chicago, March 18th, 2025.


• SREday London, March 27-28, Coté speaking. 10% with code LDN10.


• Monki Gras, London, March 27-28, Coté speaking.


• Cloud Foundry Day US, May 14th, Palo Alto, CA


• NDC Oslo, May 21-23, speaking.


• KubeCon EU, April 1-4, London.

SDT News & Community

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


• Sponsor the show: [email protected]

Recommendations

• Brandon: Blackstone Griddle


• Matt: The Flaming Lips Live


• Coté:
  
  
  • ChatGPT Canvas
  
  
  • Couches (direct link).
  
  

Photo Credits

• Header


• Artwork