Episode 257: Once again, I have not read the report

This week we discuss Snowflake’s IPO, Forrester’s Multicloud Container Wave and Nvidia buying ARM. Plus, an extensive discussion of what constitutes a breakfast taco.

The Rundown

• IPOs
  • Snowflake shares more than double. It's the biggest software IPO ever
    • Worth more than VMware.
  • Sumo Logic's IPO prices above the expected range
  • Tech investors await IPO bonanza next week, highlighted by Snowflake and Unity, even as market looks shaky
• Multicloud
  • Red Hat Named a Leader in Forrester Multicloud Container Development Platforms Wave
  • VMware Bets On Enterprises Wanting Kubernetes And Virtualization Mashup
  • Simplify Your Approach to Application Modernization with 4 Simple Editions for the Tanzu Portfolio
  • Tiffany’s overview of VMware Tanzu kubernetes stuff.
• ARM
  • SoftBank is reportedly preparing to sell ARM to Nvidia for more than $40 billion
  • Arm co-founder starts ‘Save Arm’ campaign to keep independence amid $40B Nvidia deal
  • Nvidia’s Integration Dreams
  • It’s Official- NVIDIA Acquires Arm For $40B To Create What Could Be A Computing Juggernaut
  • SiPearl Lets Rhea Design Leak: 72x Zeus Cores, 4x HBM2E, 4-6 DDR5
  • AWS is bursting with pride for its Arm CPU cores – so much it’s put them behind a burstable instance type

Relevant to your Interests

• Hyland enters definitive agreement to acquire Alfresco
• Mellanox Technologies now called NVIDIA Networking after acquisition
• Oracle's stock jumps as company returns to growth
• Michael Dell: ‘We Are Not Selling VMware’
• VMware Cuts Pay for Remote Workers Fleeing Silicon Valley
• Kubernetes is an enterprise architecture
• Using JAAS in the Cloud Era
• GitLab’s radical vision for the future of remote work
• Roam Research – A note taking tool for networked thought.
• Marc Andreessen On Productivity
• Building YouTube Shorts, a new way to watch & create on YouTube
• Microsoft's underwater data centre resurfaces after two years
• The S-1 Club | Unity is Manifesting the Metaverse
• Amazon's profits, AWS and advertising — Benedict Evans
• A $200 Million Seed Valuation - Shows Investor Frenzy for Note-Taking Apps
• A Whistleblower Says Facebook Ignored Global Political Manipulation
• Microsoft Says Its Bid for TikTok Was Rejected in U.S.-China Standoff
• TikTok Reaches Deal to Sell U.S. Operations to Oracle | Digital Trends
• Oracle poised to become TikTok's U.S. technology partner after Chinese owners reject Microsoft's bid

Nonsense

• The billionaire behind 'Fortnite' has played over 1,600 matches without anyone knowing it was him
• Paul Rudd, Certified Young Person

Sponsors

• strongDM — Manage and audit remote access to infrastructure. Start your free 14-day trial today at: strongdm.com/SDT

Conferences

• Devops World 2020 by CloudBees | The Future of DevOps & Jenkins. September 22-24, 2020
• EnvoyCon 2020 October 15, 2020
• KubeCon + CloudNativeCon November 17 – 20

SDT news & hype

• Join us in Slack.
• Send your postal address to stickers@softwaredefinedtalk.com and we will send you free laptop stickers!
• Follow us on Twitch, Twitter, Instagram and LinkedIn.
• Brandon built the Quick Concall iPhone App and he wants you to buy it for $0.99.
• Use the code SDT to get $20 off Coté’s book, Digital WTF, so $5 total.

Recommendations

• Matt: Supersizers Go.
• Brandon: Raised by Wolves.
• Coté: Beyond the Phoenix Project.

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• strongDM: Manage and audit remote access to infrastructure. Start your free 14-day trial today at: strongdm.com/SDT.