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