Episode 522: A 5-star cannot stand

This week, we discuss Apple reversioning macOS, the steady state of private cloud, and Snowflake’s acquisition of CrunchyData. Plus, the eternal quest for a 5-star Uber rating.

Watch the YouTube Live Recording of Episode 522

Runner-up Titles

• Saudi crypto money


• You know what humans like? Buses


• I think we need 10 stars


• Snow lion


• Maslow’s hierarchy of enterprise needs


• The Alexandria datacenter for French Telecom


• Always be cobbling


• 20-plus years of Internetting

Rundown

• Apple is reportedly going to rename all of its operating systems


• Private Cloud
  
  
  • Still a lot - private cloud check-in, Spring 2025
  
  
  • Private cloud still matters—but it doesn’t matter most
  
  
  • Re: Still a lot of private cloud, numbers of cloud repatriation (higher than I thought)
  
  
  • Cloud Repatriation is Getting Complicated
  
  


• Snowflake to Buy Crunchy Data for $250 Million


• The AI browser wars are about to begin


• An Interview with Cursor Co-Founder and CEO Michael Truell About Coding With AI


• After Klarna, Zoom's CEO also uses an AI avatar on quarterly call


• The OpenAI board drama is reportedly turning into a movie
  
  
  • Lonny Ross from 30 Rock
  
  

Relevant to your Interests

• Exclusive: Meta splits AI team to move faster


• The Monster-Slaying Game You Can Play Almost Anywhere


• DOGE Days


• Thanks to AI, Gen Z is replacing pitch decks with pitchforks


• Mark Zuckerberg says Meta AI has 1 billion monthly active users


• The Future of Comments is Lies, I Guess


• Walmart Enters the Cloud Wars and Challenges Microsoft, Salesforce, Oracle, and SAP


• It’s Waymo’s World. We’re All Just Riding in It.


• Exclusive | Meta Aims to Fully Automate Ad Creation Using AI


• Space Forge raises $30M Series A to make chip materials in space


• AI company files for bankruptcy after being exposed as 700 Indian engineers


• Clouded Judgement 5.30.25 - Moats in the Age of AI


• Reddit Sues Anthropic, Alleges Unauthorized Use of Site’s Data


• Ciroos.AI Emerges From Stealth, Raises $21M To Scale Agentic AI Tool For Operations Teams


• IBM Said to Have Pursued Informatica Ahead of Salesforce Deal


• Gemini will now automatically summarize your long emails unless you opt out

Nonsense

• WeatherStar 4000+

Conferences

• SREDay Cologne, June 12th, 2025 - Coté speaking, discount: CLG10, 10% off.

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Recommendations

• Brandon: Snapware Pyrex 18-piece Glass Food Storage Set


• Matt: Rick Rubin: Vibe Coding is the Punk Rock of Software (A16Z podcast)

Photo Credits

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