RIA Weekly

This week, we discuss the US backing Intel, SaaS staying power, and AI’s impact on deep work. Plus, Matt Ray’s moving tips and more kolache talk in the after show. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/M2X6BtjZbIY?si=KljG_2Jtxt3kQ0Wf) 534 (https://www.youtube.com/live/M2X6BtjZbIY?si=KljG_2Jtxt3kQ0Wf) Runner-up Titles It’s all in your head Little brother podcasting Chaos Monkey Inspections “Let’s face it, everything runs on computers now.” AI - Army of Interns Rundown Intel SoftBank Group and Intel Corporation Sign $2B Investment Agreement (https://group.softbank/en/news/press/20250819?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axiosprorata&stream=top) Lutnick says Intel has to give government equity in return for CHIPS Act funds (https://www.cnbc.com/2025/08/19/lutnick-intel-stock-chips-trump.html) Trump Administration Discusses Taking 10% Stake in Intel (https://www.nytimes.com/2025/08/18/technology/intel-trump-government-stake.html) The Return of Softw

This week, we discuss GPT 5.0, the emerging AI ecosystem, and why TAM is basically a bedtime story for investors. Plus, Coté serves up a masterclass on kolaches. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/nco_KB19FRc?si=H74g05kXMYyshCMT) 533 (https://www.youtube.com/live/nco_KB19FRc?si=H74g05kXMYyshCMT) Runner-up Titles Yeehaw Buns Bush Turkey Pigs in Blanket The Czech Stop "The Central Texas Kolache Corridor" “I’m over here in Gemini-land.” What if this is as good as it gets? How smart are humans? You’re Tony Randall! Is this the dystopian future we signed up for? Extreme in Hungary (Tilberg, actually) I don’t think there’s a honey-badger outcome. All the porridge A bedtime story for investors Rundown OpenAI OpenAI Finally Launched GPT-5. Here's Everything You Need to Know (https://www.wired.com/story/openais-gpt-5-is-here/) OpenAI launches new GPT-5 model for all ChatGPT users (https://www.cnbc.com/2025/08/07/openai-launches-gpt-5-model-for-all-chatgpt-users.html) GPT-5 is ali

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 (https://www.youtube.com/live/7Bvu6GKJLPQ?si=Ibj_0pHyLrYJgr14) 532 (https://www.youtube.com/live/7Bvu6GKJLPQ?si=Ibj_0pHyLrYJgr14) 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 (https://www.thecloudcast.net/2025/08/ai-cloud-trends-for-july-2025.html) Cloud Earnings Microsoft posts Q4 beat on top and bottom line on cloud, AI strength (https://finance.yahoo.com/news/microsoft-posts-q4-beat-on-top-and-bottom-line-on-cloud-ai-strength-200602195.html) Clouded Judgement 8.1.25 - The AI Operating Model (https://cloudedjudgement.substack.com/p/clouded-judgement-8125-the-ai-operating?utm_

This week, we discuss the AI hype cycle, Astronomer’s viral moment, and yet another YAML flavor — KYAML. Plus, private equity is coming for your donuts. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/Lul4dCCIT24?si=qeBAZXHmFBdRuuAx) 531 (https://www.youtube.com/live/Lul4dCCIT24?si=qeBAZXHmFBdRuuAx) Runner-up Titles Sometimes it’s hard to make money I’ve given into Big Donut Maybe you can fake your way through life At some point you have to have some expertise AI has no taste Can you fix my PowerPoint? There is a chance we’re all going to be naked soon Gobbling up the dark fiber WHYAML Waymo for Babies Rundown Beloved Texas doughnut chain sold to California equity firm (https://www.khou.com/article/news/local/shipley-do-nuts-sold-private-equity-houston-texas/285-259116a6-8819-4b32-8ca8-20359bb4f1e1) AI Mid-Year Hype-Cycle Check-in Gartner hype cycle (https://en.wikipedia.org/wiki/Gartner_hype_cycle) Betting on AI: The Delusion Driving Big Tech - Last Week in AWS Podcast (https://www.

This week, we cover AI going rogue, Cloudflare declaring independence, and the secure container craze. Plus, Matt bravely judges 9 new emoji. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/lRlWChvJ_m8?si=cZJ-0kzBrEH5ERZh) 530 (https://www.youtube.com/live/lRlWChvJ_m8?si=cZJ-0kzBrEH5ERZh) Runner-up Titles VP of getting it on Neutral trombone Good Margin Independent from what? The New Benevolence I have plenty of cynicism for other things Rundown Emojis Australian Bigfoot (https://en.wikipedia.org/wiki/Yowie) Unicode's new emoji refuses to put respect on Bigfoot's name (https://www.engadget.com/mobile/unicodes-new-emoji-refuses-to-put-respect-on-bigfoots-name-184412935.html) Matt’s Rankings: Hairy Creature Trombone Treasure Chest Fight Cloud Orca Landslide Apple Core Ballet Dancers Distorted Face AI coding platform goes rogue during code freeze and deletes entire company database — Replit CEO apologizes after AI engine says it 'made a catastrophic error in judgment' and 'destroyed all

This week, we discuss Windsurf being acquired (again), how much AI agents really help with coding, and AWS launching Kiro. Plus, Matt attempts to design a new closet. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/pgKJWAsku44?si=lGPcDqWYHBlbObMh) 529 (https://www.youtube.com/live/pgKJWAsku44?si=lGPcDqWYHBlbObMh) Runner-up Titles "The backlog will always be with you." The things I dream about… Closet debt It’s about the money They call it business for a reason The children are the future The best and brightest are going to be making better advertising Ghost Developers are Architects TaskRabbit LLM Crabs in a pot You’re on a temporary plateau on your way to Product Management Rundown Windsurf and Coding Agents Is Cursor having their Docker moment? (https://www.thecloudcast.net/2025/07/is-cursor-having-their-docker-moment.html) OpenAI’s Windsurf deal is off — and Windsurf’s CEO is going to Google (https://www.theverge.com/openai/705999/google-windsurf-ceo-openai) Windsurf's CEO goes to

This week, we discuss the return of command line tools, Kubernetes embracing VMs, and the steady march of Windows. Plus, thoughts on TSA, boots, and the “old country." Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/W0_6hPybAsQ?si=QfWLvts-ueyATxtz) 528 (https://www.youtube.com/live/W0_6hPybAsQ?si=QfWLvts-ueyATxtz) Runner-up Titles Pool Problems Stockholm Pool Syndrome The Old Country VMs aren’t going anywhere Vaya con Dios This is why we have milk Why’s he talking about forks? Commander Claude The Columbia Music House business plan Beat this horse into glue Reinvent Command Line “Man falls in love with CLI” Windows is always giving you the middle button CBT - Claude Behavioral Therapy. Rundown TSA tests security lines allowing passengers to keep their shoes on (https://www.washingtonpost.com/travel/2025/07/08/tsa-shoe-policy-airport-security/) KubeCon Is Starting To Sound a Lot Like VMCon (https://thenewstack.io/kubecon-is-starting-to-sound-a-lot-like-vmcon/?link_source=ta_bluesky_li

Brandon interviews Victor Adossi, an engineer at Cosmonic. They discuss the state of WebAssembly, wasmCloud, and why Wasm is poised for growth. Plus, Victor shares what it’s like to live as an expat in Japan. Watch the YouTube Live Recording of Episode 526 (https://youtu.be/i7PRMqYk-gM?si=dz_FKqcF3G9EI25m) Show Links Cosmonic (https://cosmonic.com/) Bytecode Alliance (https://bytecodealliance.org/) WebAssembly Specifications (https://webassembly.org/specs/) The WebAssembly Component Model (https://component-model.bytecodealliance.org) Emscripten (https://emscripten.org) wasmCloud (https://wasmcloud.com/) wasmCloud Examples (https://github.com/wasmCloud/wasmCloud/tree/main/examples) Jco (Javascript ecosystem) Examples (https://github.com/bytecodealliance/jco/tree/main/examples/components) FFmpeg (https://ffmpeg.org) Contact Victor Github: t3hmrman (https://github.com/t3hmrman) and vados-cosmonic (https://github.com/vados-cosmonic) Twitter: @vadosware (https://x.com/vadosware) (https://x.com/vadosware) Web: va

This week, we unpack The Optimist, the new Sam Altman biography; revisit OpenAI’s early days; and break down Coatue’s AI strategy deck. Plus, tips for squeezing in side projects between thought leadership presentations. Watch the YouTube Live Recording of Episode 526 (https://www.youtube.com/live/1CnmEwdH6ME?si=64oVGDyCvXdzJeIj) Runner-up Titles Flow State Altman and AI Day 2 Thinking Growth Mindset Less of you You don't need a Harvard Business Review subscription to know that Running unnecessary hardware in your house Lifelong Costco member here. Pre-populate Everything There’s no ROI on a good hotdog Rundown AI Native vs. AI Add-on (https://www.softwaredefinedtalk.com/525) AI Frenzy The Optimist: Sam Altman, OpenAI, and the Race to Invent the Future (https://www.amazon.com/Optimist-Altman-OpenAI-Invent-Future/dp/1324075961?tag=googhydr-20&hvqmt=&hvbmt=%7BBidMatchType%7D&hvdev=c&ref=pd_sl_8w2bwd161h_e) Mira Murati’s Thinking Machines Lab valued at $10bn after $2bn fundraising (https://www.ft.com/content/9edc

This week, we try a shorter format inspired by the Dithering podcast. The conversation digs into the difference between apps built with AI from the ground up and those with AI bolted on after the fact. Watch the YouTube Live Recording of Episode (https://youtu.be/VQYvNHZmZ-o) 525 (https://youtu.be/VQYvNHZmZ-o) Rundown Format inspired by Dithering (https://dithering.passport.online/member) An Interview with Cursor Co-Founder and CEO Michael Truell (https://stratechery.com/2025/an-interview-with-cursor-co-founder-and-ceo-michael-truell-about-coding-with-ai/) SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www

This week, we cover Apple’s WWDC updates—from containerization to Foundation Models—and the Linux Foundation’s new FAIR Package Manager. Plus, we crown the best SDT Uber rider. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/fNPlQJf7BSw?si=a7decAcUn1Hy-um6) 524 (https://www.youtube.com/live/fNPlQJf7BSw?si=a7decAcUn1Hy-um6) Runner-up Titles Infinite Workday. No more Eudora Revealed productivity. I threw up a tarp over my desk. We agreed to not talk about it It’s a box in a box alias docker=containerization When does systemd get an MCP server? All the AIs are above-average We’re not going to do anything and Apple’s going to make our podcast better I should go read it again, but I won’t Don’t make the Linux Foundation clean up your mess The Internet Foundation Option (Alt) + Shift + 2 == € Rundown Breaking down the infinite workday (https://www.microsoft.com/en-us/worklab/work-trend-index/breaking-down-infinite-workday) WWDC Enterprise Recap Containerization (https://github.com/apple/co

Brandon talks with Sterling Chin, Senior Developer Advocate at Postman, about building great APIs, why AI needs APIs, and what’s new at Postman. Plus, hear how he made the leap from 3rd-grade teacher to dev advocate. Watch the YouTube Live Recording of Episode 523 (https://youtu.be/e9zuLgH6gZA?si=Wf8zKtXQ6Ayft2im) Episode Links Postman (https://www.postman.com) P (https://fnf.dev/43F4T8Z)OST/CON Keynote Recap (https://fnf.dev/43F4T8Z) Postman Agent Mode (https://www.dropbox.com/scl/fi/84tsoc80l6t3y8i3vw30x/Sterling-Chin-on-APIs-AI-and-MCPs.paper?rlkey=syeyo75cfwm32tpnbb8mx1sdj&dl=0) Postman API Network (https://www.postman.com/explore) Postman MCP Servers Directory (https://www.postman.com/explore/mcp-servers) Postman Learn (https://www.postman.com/learn/) Postman Academy (https://academy.postman.com) Join Postman Discord (https://community.postman.com/t/we-re-on-discord-come-join-the-conversation/78644) Contact Sterling Chin Web: www.sterlingchin.com (http://www.sterlingchin.com/) LinkedIn: @sterlingchin (ht

This week, we discuss Apple reversioning macOS, the steady state of private cloud, and Snowflake’s acquisition of CrunchyData. Plus, the eternal quest for a 5-star Uber rating. Watch the YouTube Live Recording of Episode (https://youtube.com/live/2_81_RK24u0?feature=share) 522 (https://youtube.com/live/2_81_RK24u0?feature=share) Runner-up Titles Saudi crypto money You know what humans like? Buses I think we need 10 stars Snow lion Maslow’s hierarchy of enterprise needs The Alexandria datacenter for French Telecom Always be cobbling (https://www.youtube.com/watch?v=J_vSirIJEsY) 20-plus years of Internetting Rundown Apple is reportedly going to rename all of its operating systems (https://www.theverge.com/news/675945/apple-operating-systems-new-name-year-ios-macos) Private Cloud Still a lot - private cloud check-in, Spring 2025 (https://newsletter.cote.io/p/still-a-lot-private-cloud-check-in) Private cloud still matters—but it doesn’t matter most (https://www.infoworld.com/article/3999740/private-cloud-still-ma

This week, we discuss OpenAI acquiring io, Salesforce buying Informatica, and the future of AI agents. Plus, Coté shares details about a sensitive procedure and ceiling puzzles. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/pIp9PXs0SDQ?si=rfo5EdiQCSn_qJo4) 521 (https://www.youtube.com/live/pIp9PXs0SDQ?si=rfo5EdiQCSn_qJo4) Runner-up Titles Don’t ride a bike for a week You’ve got to focus on the important things What’s your NPS score? It all comes back to CSV THIS IS MY AI. THERE ARE MANY LIKE IT BUT THIS ONE'S MINE. You need an MCP.Factory Crimp and Hope Rundown Sam & Jony introduce io (https://openai.com/sam-and-jony/) Salesforce to acquire data management company Informatica in $8 billion deal (https://www.cnbc.com/2025/05/27/salesforce-informatica-deal.html) Agentic New capabilities for building agents on the Anthropic API (https://www.anthropic.com/news/agent-capabilities-api?utm_source=aibreakfast.beehiiv.com&utm_medium=newsletter&utm_campaign=openai-developing-a-wearable-devic

Excited is overused This week, we recap Microsoft Build, Google I/O, and Java turning 30. Plus, more Vegemite talk and a discussion on whether tech presenters really need to tell us they’re “excited.” Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/4ar2nzlx3gw?si=pee9R6HbHN06etA2) 520 (https://www.youtube.com/live/4ar2nzlx3gw?si=pee9R6HbHN06etA2) Runner-up Titles We all need choices Vegans are against everything The problem is you shouldn’t be watching keynotes You’re giving the black box too much responsibility What are you going to do? Some more stuff they announced that I don’t want They’re excited about that Hopefully people are excited about that I’m happy for you I want to like it Nerd famous Can you just fix calendaring? It’s too much I’m not going back to Java Rundown Will Matt try marmalade with his Vegemite for the full PBJ analogue. (https://bsky.app/profile/thescarletmanuka.bsky.social/post/3lpdioobdek27) MSFT Build Microsoft Build 2025: news and announcements from the de

This week, we discuss Zenoss finally getting acquired, Databricks buying Neon, and the debut of WizOS. Plus, updates on OpenAI, Google, Apple—and hot takes on Marmite, Vegemite, and Emacs. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/gtm8WopIaOM?si=NsjyGL8As3sTLg7P) 519 (https://www.youtube.com/live/gtm8WopIaOM?si=NsjyGL8As3sTLg7P) Runner-up Titles Vegemite is still bad You’re probably eating it It’s a bold statement This episode’s all about us Pendantic is my jam They tell you they’re making “calculated bets” Rupert SlackGPT No one knows anything, do everything Rundown Marmite Rice Cakes (https://groceries.morrisons.com/products/marmite-rice-cakes/109658607) M&A Virtana Acquires Zenoss to Deliver the Industry’s Deepest and Broadest Observability Platform (https://www.virtana.com/press-release/virtana-acquires-zenoss-to-deliver-the-industrys-deepest-and-broadest-observability-platform/) Databricks Agrees to Acquire Neon to Deliver Serverless Postgres for Developers + AI Agents - D

This week, we unpack what Uber’s CEO said, why the CNCF exists, and how companies chase the money. Plus, Coté stands alone in his love for rice cakes. Watch the YouTube Live Recording of Episode 518 (https://www.youtube.com/live/h0RVI_IOZvo?si=tbRl4R8iwhDsLzu7) Runner-up Titles Go feral You’ve ruined eating for me Cultural tombstone The next step is “I told you so” Culture is what happens when you’re not talking about culture. You know, it’s terrible to run over someone The robots are just fine Center of Attention Rundown Uber CEO says changing employee benefits 'is a risk we decided to take' (https://www.cnbc.com/2025/05/06/uber-ceo-says-changing-employee-benefits-is-a-risk-we-decided-to-take.html) Waymo is reducing serious crashes and making streets safer for those most at risk (https://waymo.com/blog/2025/05/waymo-making-streets-safer-for-vru) CNCF and Synadia Align on Securing the Future of the NATS.io Project (https://www.cncf.io/announcements/2025/05/01/cncf-and-synadia-align-on-securing-the-future-of-t

This week, we discuss the new Slate Pickup, Synadia’s attempt to reclaim NATS from the CNCF, and the latest DORA AI report. Plus, Google leaves old Nest thermostats out in the cold. Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=Is2JhdgLpIg) 517 (https://www.youtube.com/watch?v=Is2JhdgLpIg) Runner-up Titles We have a dumb house Ultimately I blame myself You can educate people, but they’re not going to listen It’s hard to have the same level of empathy with a talking logo I don’t want a subscription car No Take Backs Rugpulls are part of the landscape now Vacuum Hypothesis Major releases forever Making bad developers 10x faster Spaces or Braces Don’t bring tabs into this Rundown Google will stop supporting early Nest thermostats on October 25 (https://techcrunch.com/2025/04/26/google-will-stop-supporting-early-nest-thermostats-on-october-25/) The Slate Truck is a whole new kind of car (https://www.theverge.com/the-vergecast/657836/slate-truck-auto-pickup-screen-time-vergecast) Ope

This week, we discuss Google being found to be a monopoly, OpenAI’s “offer” to buy Chrome, and some hot takes on JSON. Plus, is it better to wait on hold or ask for a callback? Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=EhUxUPJv5g4) 516 (https://www.youtube.com/watch?v=EhUxUPJv5g4) Runner-up Titles Just Fine The SDT “Fine” Scale Callback Asynchronous Friendship I would love to get to know you better…over text Send you Jams to the dry cleaners. JSON Take it xslt-easy! Rundown OpenAI OpenAI in talks to pay about $3 billion to acquire AI coding startup Windsurf (https://www.cnbc.com/2025/04/16/openai-in-talks-to-pay-about-3-billion-to-acquire-startup-windsurf.html) The Cursor Mirage (https://artificialintelligencemadesimple.substack.com/p/the-cursor-mirage) AI is for Tinkerers (https://redmonk.com/kholterhoff/2023/06/27/ai-is-for-tinkerers/) Vibe Coding is for PMs (https://redmonk.com/rstephens/2025/04/18/vibe-coding-is-for-pms/) OpenAI releases new simulated reasoning models w

Brandon talks with Rick Houlihan, Field CTO at MongoDB (https://fnf.dev/4ipjSI9), about why document databases are more important than ever, how MongoDB fits into modern app architectures, and where AI comes into play. Plus, Rick shares the story of how he helped deprecate 3,000 Oracle databases at Amazon. Show Links MongoDB (https://fnf.dev/4ipjSI9) Contact Rick Houlihan LinkedIn: Rick Houlihan (https://www.linkedin.com/in/rickhoulihan/) Twitter/X: @houlihan_rick (https://x.com/houlihan_rick) SDT News & Hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you free laptop stickers! Follow us: Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk), Instagram (https://www.instagram.com/softwaredefinedtalk/), Mastodon (https://hachyderm.io/@softwaredefinedtalk), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com), LinkedI