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.

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Recommendations

• Brandon: Blackstone Griddle
• Matt: The Flaming Lips Live
• Coté:
  • ChatGPT Canvas
  • Couches (direct link).

Photo Credits

• Header
• Artwork