Software Defined Talk

Episode 552: Tech Strategy: Past, Present, Future

Software Defined Talk

Show Notes

This week, Brian Gracely joins to dissect strategic choices made by Broadcom, Docker, Netflix and Intel. Plus: The AI Bifurcation—are models commodities or product pillars?

Rundown

Licensing in VMware Cloud Foundation 9.0

Hardened Images for Everyone

Introducing Chainguard EmeritOSS

Netflix to Acquire Warner Bros.

Anthropic reportedly preparing for one of the largest IPOs

Conferences

cfgmgmtcamp 2026, February 2nd to 4th, Ghent, BE.

Coté speaking and doing live SDI with John Willis.

DevOpsDayLA at SCALE23x, March 6th, Pasadena, CA

Use code: DEVOP for 50% off.

Devnexus 2026, March 4th to 6th, Atlanta, GA.

Whole bunch of VMUGs, mostly in the US. The CFPs are open, go speak at them! Coté speaking in Amsterdam.

Amsterdam (March 17-19, 2026), Minneapolis (April 7-9, 2026), Toronto (May 12-14, 2026), Dallas (June 9-11, 2026), Orlando (October 20-22, 2026)

SDT News & Community

Join our Slack community

Email the show: [email protected]

Free stickers: Email your address to [email protected]

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: [email protected]

Photo Credits

Header

Special Guest: Brian Gracely.

More from Software Defined Talk

Oct 16, 2026

This week, we discuss AI yes/no deciders, the SaaS apocalypse, Bending Spoons, and Oxide's funding. Plus, why Google Docs still has no dark mode.

Oct 9, 2026

This week, we discuss Google Docs finally getting Markdown, Cloudflare's CF CLI, Gartner's agentic AI abandonment stat, and forward deployed engineers. Plus, Coté forgets his laptop.

Oct 2, 2026

This week, we discuss Meta's Muse, who's spending $500 million on tokens, and why nobody can measure AI ROI. Plus, the case for importing NyQuil by the suitcase.

Sep 25, 2026

This week, we discuss why Sun really failed, the New Kingmakers becoming agents, and AI doom brackets. Plus, the NC State fumble and tech's biggest own goals.

Sep 18, 2026

Transparency will save us

See all episodes →