Episode Details

This week we do a deep dive into the Total Addressable Market of Cloud and discuss the rise of Cloudflare. Plus, details about the SDT Meetup in Austin on August 27th.

Runner-up Titles

• “Have a good time at least once” is in my vacation OKRs
• The podcast of the Slack
• Analog Clocks
• Digital Clock Native
• Pretending to have a sidekick
• The First Business Case for the Metaverse
• I was a liberal arts major
• The TAM Episode

Rundown

• Cloud Earnings
  • Clouded Judgement 7.29.22
  • Amazon says cloud-computing revenue rose 33%, topping Wall Street estimates
  • 60% of Amazon's net revenue growth YoY was AWS.
  • AWS continues to show strength, but there are a few things to watch out for
  • Gartner Forecasts Worldwide IT Spending to Grow 3% in 2022
• How Cloudflare emerged to take on AWS, Azure, and GCP

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• Meta posts its first-ever quarterly revenue decline
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• There is a path to replace TCP in the datacenter
• CHIPS for America Acte
• JetBlue agrees to buy Spirit for $3.8B. It would create the 5th largest U.S. airline
• The pandemic impulse purchases we grew to hate
• AMD and Nvidia leaks show we are drunk on power, and the hangover is going to be brutal

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