Episode 532: Less Goofy. More Enterprise.
This week, we discuss cloud earnings, what’s driving valuations, and why AWS says it’s still early innings for cloud. Plus, Coté does a deep dive on Shipley Donuts.
Watch the YouTube Live Recording of Episode 532
Runner-up Titles
Dangerous to do things in bed
Free Donut Holes
Dark Fiber
BET
A man can not believe anything that devalues their index funds.
They just open sourced last year’s homework.
It doesn’t use as many emdashes
Anchorman Vibes
Rundown
AI & Cloud Trends for July 2025
Cloud Earnings
Microsoft posts Q4 beat on top and bottom line on cloud, AI strength
Clouded Judgement 8.1.25 - The AI Operating Model
Richard Seroter's Architecture Musings
AI
OpenAI’s new waited model whatever
Simon Willson says local tool calling might be better
Exclusive: OpenAI Secures Another Giant Funding Deal
OpenAI has made $5.25 billion in 2025 so far, and Anthropic $1.5bn. In both cases, I have found a pattern of deceptive leaks of annualized revenues to suggest they're making far more.
Relevant to your Interests
How Olipop is sweetening the PTO deal for employees
Anaconda Secures $150M Funding, Hits $1.5B Valuation
Figma raises $1.2 billion, creating new playbook for going public in the summer
AI vs. AI: Prophet Security raises $30M to replace human analysts with autonomous defenders
API Simulation Reduces MCP Server, Microservices Overload
Google loses appeal in antitrust battle with Fortnite maker
Exclusive: More details emerge on how Windsurf’s VCs and founders got paid from the Google deal
OpenAI is teasing a GPT-5 release.
Cloud Software Group to Acquire Arctera
For the first time, OpenAI models are available on AWS | TechCrunch
Agents or Bots? Making Sense of AI on the Open Web
Three weeks after acquiring Windsurf, Cognition offers staff the exit door
Apple has now shipped 3 billion iPhones
Apple Growth Rebounds on Strength of iPhone 16 Line, China
Apple Earnings; Cook’s AI Comments; Apple’s AI Strategy, Redux
Nonsense
Microsoft’s Windows XP Crocs are no joke
Listener Feedback
JD recommends Charm
Conferences
SpringOne, Las Vegas, August 25th to 28th, 2025. See Coté’s pitch.
Explore 2025 US, Las Vegas, August 25th to 28th, 2025. See Coté’s pitch.
Wiz Capture the Flag, Brisbane, August 26. Matt will be there.
SREDay London, Coté speaking, September 18th and 19th.
Civo Navigate London, Coté speaking, September 30th.
Texas Linux Fest, Austin, October 3rd to 4th.
CF Day EU, Frankfurt, October 7th, 2025.
AI for the Rest of Us, Coté speaking, October 15th to 16th, London.
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: ads@softwaredefinedtalk.com
Recommendations
Brandon: CalDigit TS4.
Coté:
Sunday roast at Mount St. Restaurant, London.
Internal developer platform marketing series: part one, part two, and part three.
Photo Credits
Header
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Less Goofy. More Enterprise.
Episode 532
August 8th, 2025
1 hr 6 mins
####
About this Episode
This week, we discuss cloud earnings, what’s driving valuations, and why AWS says it’s still early innings for cloud. Plus, Coté does a deep dive on Shipley Donuts.
Watch the YouTube Live Recording of Episode 532
Runner-up Titles
- Dangerous to do things in bed
- Free Donut Holes
- Dark Fiber
- BET
- A man can not believe anything that devalues their index funds.
- They just open sourced last year’s homework.
- It doesn’t use as many emdashes
- Anchorman Vibes
Rundown
- AI & Cloud Trends for July 2025
- Cloud Earnings
- Microsoft posts Q4 beat on top and bottom line on cloud, AI strength
- Clouded Judgement 8.1.25 - The AI Operating Model
- Richard Seroter's Architecture Musings
- AI
- OpenAI’s new waited model whatever
- Simon Willson says local tool calling might be better
- Exclusive: OpenAI Secures Another Giant Funding Deal
- OpenAI has made $5.25 billion in 2025 so far, and Anthropic $1.5bn. In both cases, I have found a pattern of deceptive leaks of annualized revenues to suggest they're making far more.
Relevant to your Interests
- How Olipop is sweetening the PTO deal for employees
- Anaconda Secures $150M Funding, Hits $1.5B Valuation
- Figma raises $1.2 billion, creating new playbook for going public in the summer
- AI vs. AI: Prophet Security raises $30M to replace human analysts with autonomous defenders
- API Simulation Reduces MCP Server, Microservices Overload
- Google loses appeal in antitrust battle with Fortnite maker
- Exclusive: More details emerge on how Windsurf’s VCs and founders got paid from the Google deal
- OpenAI is teasing a GPT-5 release.
- Cloud Software Group to Acquire Arctera
- For the first time, OpenAI models are available on AWS | TechCrunch
- Agents or Bots? Making Sense of AI on the Open Web
- Three weeks after acquiring Windsurf, Cognition offers staff the exit door
- Apple has now shipped 3 billion iPhones
- Apple Growth Rebounds on Strength of iPhone 16 Line, China
- Apple Earnings; Cook’s AI Comments; Apple’s AI Strategy, Redux
Nonsense
- Microsoft’s Windows XP Crocs are no joke
Listener Feedback
- JD recommends Charm
Conferences
- SpringOne, Las Vegas, August 25th to 28th, 2025. See Coté’s pitch.
- Explore 2025 US, Las Vegas, August 25th to 28th, 2025. See Coté’s pitch.
- Wiz Capture the Flag, Brisbane, August 26. Matt will be there.
- SREDay London, Coté speaking, September 18th and 19th.
- Civo Navigate London, Coté speaking, September 30th.
- Texas Linux Fest, Austin, October 3rd to 4th.
- CF Day EU, Frankfurt, October 7th, 2025.
- AI for the Rest of Us, Coté speaking, October 15th to 16th, London.
SDT News & Community
- Join our Slack community
- Email the show: questions@softwaredefinedtalk.com
- Free stickers: Email your address to stickers@softwaredefinedtalk.com
- Watch us on: Twitch, YouTube, Instagram, TikTok
- Book offer: Use code SDT for $20 off "Digital WTF" by Coté
- Sponsor the show: ads@softwaredefinedtalk.com
Recommendations
- Brandon: CalDigit TS4.
- Coté:
- Sunday roast at Mount St. Restaurant, London.
- Internal developer platform marketing series: part one, part two, and part three.
Photo Credits
- Header
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[Original source](https://www.softwaredefinedtalk.com/532)