Episode Details

We discuss weird speculation that Google Cloud would buy Salesforce. It seems like bullshit, mostly, but it gives us a good jumping off point to talk cloud strategy. Also, Coté talks about being part of the VMware Tanzu team, how kubernetes could become the white box of the PC market (this is a good thing), that being #3 in a market is probably just fine, and we discuss poisoning-by-bread.

Mood board:

• This is a New Year’s resolution we can all get behind: it’s time to just give up on some stuff.
• Man, this coffee is bad.
• Carbohydrate Coté is angry.
• Coté gets his birthday wrong.
• You’re really just pretty negative.
• Our man in Tanzu-land Cotem.
• After the headline, that article didn’t need to be written more.
• I’m not going to get into it, so here I go.
• The Turn the hydra head into a nanny acquisition strategy.
• Man, I should have just started with the bread.

Relevant to your interests

1. Tanzu Coté - VMware completes $2.7 billion Pivotal acquisition.
2. Google buying Salesforce acid-dream - Google could acquire Salesforce and spin out its cloud business to catch up to Amazon and Microsoft, analyst predicts
   • ServiceNow!
   • Sort of examples the vagueness of Google’s Cloud Corporate Strategy.
   • Drunk under a lamp post M&A click-bait strategy.
3. “We only want to be #1 and #2 in a market.”
   • Known fix: just redefine your market so you’re number one or number two.
   • Share price premium for # 1 or #2 in the market.
   • Pay people cheaper than you get paid to do things fallacy.
4. Google 2023 deadline for Google Cloud to beat Amazon.

Things we didn’t get to

• - Gartner, Splunk & McKinsey – IT Infrastructure & Operations
• A Cloud Guru Announces Acquisition of Linux Academy
• For The New York Times, a swing and a miss at Amazon Web Services
• Google execs reportedly debated getting out of cloud computing, but instead set a goal of being a top-two player by 2023
• Google Brass Set 2023 as Deadline to Beat Amazon, Microsoft in Cloud
• Stratoscale closes down, lays off 60
• Anyscale, from the creators of the Ray distributed computing project, launches with $20.6M led by a16z
• Compare Red Hat OpenShift vs. Cloud Foundry in a Kubernetes faceoff
• IBM tailors Swift relationship after '