Show Notes
This week, we discuss the future of SaaS, OpenAI vs. Anthropic strategies, and cloud capex. Plus, when will you let an AI book your flights?
Watch the YouTube Live Recording of Episode 559
Runner-up Titles
Do we get to eat Moon Pies?
Some days it’s just me and the AI
We have a LinkedIn page
The state of the world has not gotten better, it’s just moved to Kubernetes
Trained on the Corpse of Stack Overflow.
We just have to get the files right
It is all just files
It’s all an OODA loop
Rinse and reply.
Is Software dead?
Your margin is my yacht.
claude-travel.md
Vegans have morals though
Rundown
DriftlessAF: Introducing Chainguard Factory 2.0
Is Software dead?
Clouded Judgement 2.6.26 - Software Is Dead...Again...For Real this Time...Maybe?
Anthropic’s breakout moment: how Claude won business and shook markets
Besieged
The $285 Billion 'SaaSpocalypse' Is the Wrong Panic
The "whole product" is more relevant than ever
Cloud Earnings
Microsoft Q2 earnings beat on top and bottom lines as cloud revenue tops $50 billion, but stock falls
Microsoft stock plunges as Wall Street questions AI investments
A day of reckoning for the AI boom
Oracle says it plans to raise up to $50 billion in debt and equity this year
Google Earnings Beat. Cloud Computing Momentum Builds Amid Spending Boom
Amazon stock falls 10% on $200 billion spending forecast, earnings miss
Amazon’s $200 Billion Spending Plan Raises Stakes in A.I. Race
[Follow the CAPEX: Cloud Table Stakes 2024 Retrospective](http://(https://platformonomics.com/2025/02/follow-the-capex-cloud-table-stakes-2024-retrospective/)
Amazon Earnings, CapEx Concerns, Commodity AI
Google's parent company raises billions of dollars in debt sale
OpenAI Drama
Amazon in Talks to Invest Up to $50 Billion in OpenAI
The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice
Sam Altman got exceptionally testy over Claude Super Bowl ads | TechCrunch
OpenAI will reportedly start testing ads in ChatGPT today
Relevant to your Interests
Deploying Moltbot (Formerly Clawdbot)
Apple tops Q1 earnings estimates on record-breaking iPhone sales
Clouded Judgement 1.30.26 - Software is Dead...Again!
Leaders, gainers, and unexpected winners in the Enterprise AI arms race
All Enterprise software is dead
The Dumbest Thing I’ve Seen This Week
SpaceX acquires xAI in record-setting deal as Musk looks to unify AI and space ambitions
AWS destiny: becoming the next Lumen
CloudBees CEO: Why Migration Is a Mirage Costing You Millions
Xcode 26.3 unlocks the power of agentic coding
The world is trying to log off U.S. tech
Anthropic's newest AI model uncovered 500 zero-day software flaws in testing
DHH on OpenClaw
Adam Jacob really likes AI code generation
Cautionary Tales – The WOW Machine Stops (Part 2)
Kyndryl Shares Halved Amid CFO Departure, Accounting Review
Our $200M Series C / Oxide
Presentations — Benedict Evans
Matrix messaging gaining ground in government IT
Hello Entire World · Entire Blog
Former GitHub CEO raises record $60M dev tool seed round at $300M valuation
From magic to malware: How OpenClaw's agent skills become an attack surface
Nonsense
What If the Sensors on Your Car Were Inspecting Potholes for the Government? Honda Found Out
Superbowl Ad 404
Conferences
DevOpsDay LA at SCALE23x, March 6th, Pasadena, CA
Use code: DEVOP for 50% off.
Devnexus 2026, March 4th to 6th, Atlanta, GA.
Use this 30% off discount code from your pals at Tanzu: DN26VMWARE30.
Check out the Tanzu and Spring talks and trading cards on THE LANDING PAGE.
Austin Meetup, March 10th, Open Lakehouse and AI — Listener Steve Anness speaking
KubeCon EU, March 23rd to 26th, 2026 - Coté will be there on a media pass.
Devopsdays Atlanta 2026. April 21-22
VMware User Groups (VMUGs):
Amsterdam (March 17-19, 2026) - Coté speaking.
Minneapolis (April 7-9, 2026)
Toronto (May 12-14, 2026)
Dallas (June 9-11, 2026)
Orlando (October 20-22, 2026)
SDT News & Community
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