Coté

Private cloud is just fine, and here to stay, so build a great platform for yourself

I did a second interview with the GM of my division at work, Tanzu. The first one was about Prunima’s career in IT management and, now, cloud. This second one is all about private cloud. Here’s a video except:

Here’s a summary from our AI friend:

When it comes to cloud infrastructure, Purnima Padmanabhan, Tanzu GM, highlights that customers often require both private and public clouds, depending on their application needs. She outlines several reasons why people choose to maintain, even prefer private cloud:

  1. Data Gravity - Applications running in private clouds often handle large volumes of data. Transferring this data to and fro other environments is challenging, and costly, especially when integrating advanced analytics or AI/ML capabilities. Keeping the data within the private cloud minimizes complexity and enhances performance.

  2. Ecosystem Gravity - Applications frequently interact with other systems such as ERP, supply chain, ordering systems, and other applications and services. Hosting all these interconnected applications within the same private environment improves performance and reduces latency. It ensures seamless integration, as applications do not operate in isolation.

  3. Control Over Governance, Privacy, and Regulation - Private cloud infrastructures offer greater control over data management, helping organizations comply with governance policies, privacy standards, and regulatory requirements. Customers feel more secure managing sensitive data within their own infrastructure, where they can enforce strict controls.

  4. Effectiveness and Familiarity of Private Cloud - Many organizations find that their applications run efficiently on existing private infrastructures. Instead of migrating to public clouds, they can enhance their private environments by implementing platforms that make it easier for developers to build and update applications. This approach provides the needed flexibility without the complexities of a public cloud migration, often leading to better outcomes.

There’s more in my full interview with her in the Tanzu Talk podcast feed.


Relative to your interests

  • Customer-centric applications: Heroku simplifies deployments - "Heroku’s owned by Salesforce,” she noted. “Heroku’s philosophy is like, ‘Hey, you know what? The undifferentiated heavy lifting for a lot of people is building your platform. You should spend the time building your business, building your app.’ The integrations that we provide, we unlock a ton of capabilities for all the creators bringing business analysts like sales ops, marketing ops people together with developers to build the best workflows and automations”” // Here’s to the dream of hiding Kubernetes from app developers working this time! Not only working, but having the industry actually stick to it instead of tearing it down to the IaaS studs once some cool new IaaS layer comes along in 5 years.

  • Platform Engineering as a Service - It’s like DevOps, but you centralize and standardize the platform: ‘This is where Platform Engineering comes in. Rather than having each development team own their entire infrastructure stack, platform engineering provides a centralized, productized approach to infrastructure and developer tools. It’s about creating reusable, self-service platforms that development teams can leverage to build, deploy, and scale their applications efficiently. These platforms abstract away the complexities of cloud infrastructure, CI/CD pipelines, and security, enabling developers to focus on writing code rather than managing infrastructure or “glue”.’

  • Red Hat to Donate Podman Along With Other Container Tools to CNCF - “Red Hat reports Podman Desktop has been downloaded more than 1.5 million times and like other Red Hat tools is currently optimized to be used in conjunction with Red Hat Enterprise Linux (RHEL). The tools will now be further advanced initially as sandbox-level projects under the auspices of the CNCF.”

  • Alternatives To Typical Technical Illustrations And Data Visualisations - These look cool, but I had to spend a lot of time figuring them out. Bar charts are boring, but they’re efficient. Still, I want to try some of these.

  • Elon Musk hints at plan to sink DOGE’s teeth into legacy tech - List of old IT in the US government. // Escaping the legacy trap is hard.

  • Cloud market share shows vendors eyeing a $1T opportunity - “the revenue shares for our eight cloud companies in the combined IaaS/PaaS cloud market at nearly $300 billion projected for 2024. AWS has 36% of this combined market, Microsoft 23% and Google 7%. Alibaba, Oracle Tencent Huawei and IBM combine for around 14% of the market with “Other” (not shown) at 20%.”

  • Google Cloud growth - “Google Cloud now accounts for 12% of Alphabet’s overall revenue. That’s nearly double the amount from 4 years ago.”

  • The Influence of Bell Labs

  • What hacks/tips do you use to make AI work better for you? - "Treating [AI chatbots] like a coach - tell it what you’ve done and need to get done, include any feedback you’ve had, and ask it for suggestions. This particularly helps when you’re some kind of neurospicy and ‘regular human’ responses sort of escape you.”

  • IMG_0001 - Take a look into random videos from people’s lives from a decade ago: ‘Between 2009 and 2012, iPhones had a built-in “Send to YouTube” button in the Photos app. Many of these uploads kept their default IMG_XXXX filenames, creating a time capsule of raw, unedited moments from random lives.’ // Mesmerizing!

“Orwellian Videocams, almost a quaint form of surveillance to get upset about,” photo by Bruce Serling (presumably).

Wastebook

  • Ignorant urgency.

  • Some simple premature optimization.

  • “Give developers and engineers the terrifying responsibility of being in charge of their own spending. Let them enjoy both the upsides and downsides of being adults.” Justin.

  • “AI as an accountability sink.” Fresh in from Iceland.

  • “Calling in rich.” Brandon.

  • “DevOps Activist.”

  • People don’t like it when you raise prices. Often, they’ll like it less if you disappear.

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I’ve been working on a video for our annual sales kickoff (SKO). Doing SKO work is always weird. People have so many theories about how to communicate with sales people. Also, as with a lot of internal comms, you can end up with so many fingers on the film that end-up with a Homer Car.

Brandon’s number one theory is that you need to tell them how to make money. I believe this is the most important thing. You could do just the and be done.

There’s a common belief that you have to be brief and high-level, keep in mind simple.

Another one is that you need to speak to the benefit and outcomes of the product you’re highlighting - which is another way of going over he problems solved.

My theory is that you also need to tell sales people who to find in an organization, what their problems are, and how your product can solve their problem. If you do person-to-person sales (not just through the web, PLG, demand gen - whatever), you also need to give them some conversations to have.

We’ll see!

Outro: It’s Tuesday, all day today. I recommend this 39 minute 45 second track. And if you don’t have time for that, here’s what you want.

How to write better conclusions

Use the last paragraph for something fun

Watching the video is more fun, but here’s he transcript you can’t be bothered:

The way you learn to write a conclusion to an essay or a paper or whatever kind of text you're writing in school: just totally forget that.

What you want to do when you write a conclusion is not summarize what you've done, return to your argument, and say how you've proven it out or whatever. You do that before the conclusion.

What you want to do in a conclusion is introduce a new idea, a new insight. I think of this as a treat that you're adding at the end. You don't have to discuss it that much. You don't have to prove it out. You're just throwing something out there that kind of intuitively connects and makes sense, or that you're just gonna say and possit.

For example, let's say you just wrote some text arguing that the croissant is the superior pastry. What you might do is spell that out, reach the conclusion, summarize why it's done, state that therefore the croissant is the best.

But in your conclusion paragraph, you can say, Oh, and one last thing, if you're really in a hard spot and you don't have tacos available, you can also slice up a croissant, smash it on a griddle and make a makeshift quesadilla out of it.

This creates a memorable thing at the end, something that's fun, instead of just being kind of like an obligatory summing up of stuff. It makes your essay more memorable and also more enjoyable to write.

So next time you're writing some chunk of text, do your conclusion in the middle of the essay, kind of summarizing things, and add an interesting note, a little dessert item, a snack at the end.

Stay in the sandbox - Software Defined Talk #493

This week’s episode: “we cover OpenCost’s big incubation milestone, CNCF's graduation rules, and a flurry of tech acquisitions. Plus, some thoughts on teaching kids about passwords.”

You can listen to it, or watch the unedited video version if you prefer.

Relative to your interests

Conferences

SREday Amsterdam, speaking, Nov 21st, 2024. Discounts! SREDay Amsterdam: 20% off with the code SRE20DAY. CfgMgmtCamp, February 3rd to 5th in Ghent. SCaLE 22x/DevOpsDays LA, March 6th to 9th in Pasadena, California.

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I haven’t actually had that croissant taco, I just made it up as I was walking. Maybe I’ll try this weekend and report back.

Hyping on Twitter Mostly Garbage Now

Comparing two years of Twitter engagement to a month of Bluesky engagement

Like everyone else, I consider giving up on Twitter daily, especially with the US election bullshit. I don’t really read much on there anymore (I’ve tried all the tricks, even subscribing some months ago), but I still post things hoping to get the eyeballs. Since Twitter shut down is APIs (or made them expensive, or whatever), it’s harder to automate posting. I use the free tier of buffer, which is fine, but I’d rather just use Croissant.

Is that even worth it to even post to Twitter anymore?

Here’s the overall views and engagement on my Twitter account for the past year:

And, then top Tweets in the last ~3months (the max I could select):

That top video got 359 views, the next one 271. These are horrible numbers. A few years back when I went short-form video crazy, I’d get thousands of views of most videos in Twitter (LinkedIn is was and remains really good too).

The main thing I care about now-a-days is my newsletter. Does Twitter drive views and subscriptions for my newsletter?

Here’s the past year:

Over all time (December 12st 2022 to November 15th, 2024), Twitter drove 3,786 views and 53 newsletter subscriptions. That means most of my traffic from Twitter was in the past, and no much has happened relative to that in the pas year.

In comparison, LinkedIn has driven 3,179 over the past two years and 76 subscriptions in the same period.

In the past two years, Bluesky is at 18 views and 12 subscriptions. Let’s look at the post-Hightower Shift Bluesky period though. Between October 19th, 2024 and November 15th, 2024 (today) Bluesky generated 10 views and 9 subscriptions. In comparison, for that same period, Twitter drove 79 views and 0 subscriptions.

Views are nice, but subscriptions are the number one goal.

I have something like 11,000 followers in Twitter (I started in 2006 and have had several high profile jobs since then). I’m nearing 900 in Bluesky post-Hightower Shift. If I’m doing the math right, I have a “do followers click on my links?” percentage of 0.7% in Twitter and 9% in Bluesky.

Anyhow. I haven’t made a spreadsheet, but when I look at these numbers it makes me think that when I comes to shameless self-promotion, Twitter is now garbage and not worth the time to even automate cross-posting.

So, yeah: ENGAGE WITH MY BRAND, MOFOS! Oh, and subscribe to what you’re reading right now, my newsletter!

Subscribe now

Sidenote: I’ve been watching the view counts on YouTube for my fellow infrastructure software, cloud, etc. B2B people. They’re generally horrible! After speaking with a few of them who suddenly shifted to good results, I found out the trick: buy ads, buy traffic. This works incredibly well in LinkedIn too.1

Now, if you’re doing sponsored YouTube video in this space (like a lot of people!) who get paid by vendors and others to post interviews with company people and customers on YouTube, it’s clear that you should take some of that payment to buy views. This means less profit for you, sure, but once you start getting 1,000+ views on your videos about, you know, service meshe, obscure networking protocols, RBAC for Kubernees, or whatever other boring-ass enterprise shit you’re hoping will compete with how to make scrambled eggs with an espresso machine

…wait, where was I? …oh, right…

If you’re getting sponsorship for videos, pay for traffic, and once you get 1,000, 2,000, especially over 3,000 views, you’ll stand out so much from your competitors, and likely your client’s own YouTube video views that you can do more videos, raise prices, etc. There’s probably a spreadsheet you can make. This applies to the tech companies doing this and creatives hustling themselves (if they have the cash).

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I have an episode for later today as well, hopefully.

1

My company bought LinkedIn ads (whatever those are!) for some of my videos in the past couple months. Two of those videos got 54,301 views (with 213,135 impressions [people who saw he post but did not click play on the video) and 67,923 (with 212,104 impressions). This was to promote our EMEA conference, and judging by he engagement and people who tried to connect with me, hey did a great job reaching ME (especially Turkey) and other EMEA regions. I usually get around a 1,000 organic views on my videos, and more around 10,000 on the really good ones. LinkedIn is clearly an amazing place for B2B eyeballs.

Making money with open source, a discussion

Making Money with Open Source - Software Defined Interviews

We talked about a lot more than making money with open source in this interview with RedMonk’s Rachel Stephens, but the part was pretty good:

In this episode, Whitney Lee and Coté dive into the insights of Rachel Stephens from RedMonk about the world of being an industry analyst. They discuss experiences from working as an analyst, the balance between qualitative and quantitative analysis, the challenges and misconceptions surrounding open-source business models, and the impact of AI on the analyst profession and beyond. They also discuss the 2024 DORA report, and a few other topics.

You can listen on the episode show notes page, watch the original video (above), or, best, subscribe to the podcast to check it out. Doing these podcasts with Whitney has been great, we’ve go four of five more lined up, so there’s plenty more coming.

Wastebook

  • Wilford Brimley oatmeal marketing: whatever happened to just buying computers?

  • The problem is often lack of focus. What the executive has to do is give permission to cut all the other stuff out, and do the structural work for that: shutting down projects, closing divisions, even getting rid of people. In tech, this often means limiting chasing shinny objects, shutting down “moonshots.” Anti-innovation as it may be, these executives only focus on things that make money and immediately, intuitively benefit the customer. You have a strategy to run the business better, maybe even make more money. You don’t have a strategy to come up with a new product, create a new market. Which is fine: you’ll probably fail at that, like most everyone else. Your goal is to survive and thrive, not risk it all for glory and selling your shares at the IPO.

  • “The Drooling Diplomat,” Dungeon Magazine, #63.

  • “Reading is a form of necromancy.” Here.

  • Even “Bitcoin Jesus” can’t escape the IRS.

  • “I really don’t want cynicism to become my compass.” Noah.

  • “Bull power for money stream.” Both at GoTech World.

  • “We are all smart with browsers made by others.” Talk title at GoTech World.

  • If you give people the chance to edit, they often will. If you just publish it, they will often say it’s good. -“Musk-a-Lago.” Recent reports.

The sandwiches on KLM flights are actually pretty good. That firs paragraph is a pretty good summary of Dutch pragmatism and values.

Relative to your interests

  • Review of Seth Godin’s strategy book - “The content is deep. As a long-term strategic planning facilitator, my work confronts issues that most executive teams skim over in their customary short-term, emergency-driven thinking. Getting them to think about abstract questions for long hours at a time, while sitting face to face with their peers isn’t easy.” // The irony, in a good way, of Godin’s work is that it’s mostly aphoristic: short, punchy, and memorable. Less of a book, and more of a chapbook or blog posts, Tweets, etc. The perfect length, tone, and cleverness that an executive likes and can use in bureaucratic knife-fighting.

  • Red Hat acquires tech to lower the cost of machine learning | Computer Weekly - The race to build the private AI stack for enterprises: “All of this translates to lower costs, faster inference and the ability to run AI workloads on a wider range of hardware.”

  • Why Developers Are Unresponsive to Traditional Marketing - They just want to try the actual tool without a lot of bullshit. At the very least, they want to see a realistic use of it: actually typing, no business outcomes babbling.

  • Da Art of (Business) Storytellin’ - “Storytelling is not only important for advertising but for internal team alignment. We hear stories about Airbnb’s movie-quality storyboards around its office or Amazon’s Press Release Method. The key takeaway is that the company must align marketing and product. Slogans and one-liners must be brainstormed at the same time patents are being drawn. If the product team builds first, then asks marketing to find the story, it’s a recipe for disaster. It will lead to the customer expecting X but actually receiving Y.”

  • “Here I Gather All the Friends”: Machiavelli and the Emergence of the Private Study - ”Key features of Machiavelli’s personality come out: he can be as vulgar as the villagers; he bickers with them, delighting in puns and innuendos. Minutely attuned to their foibles and peccadillos, nothing is lost on him. He deprecates his now lowly position, all the while gathering information. In sum, he is a consummate observer of human behavior — his own and others.” And: “From Augustine onward, the Christian tradition posits that reading is a dialogue with God. Machiavelli (and before him Petrarch) marked a change: in this new practice, reading became instead a dialogue with the voices of antiquity.” // And: “The interior of Montaigne’s tower is textualized [because he carved maxims a proverbs into the wooden rafters], and in turn the microtexts on his ceiling beams form the architectonics of his essays. In other words, for Montaigne there is a continuum between interior spaces, intellectual interiority, and spiritual inwardness: the built environment not only encloses his body but also reflects his inner life.”

AI guidelines at my kid’s school.

Conferences

SREday Amsterdam, speaking, Nov 21st, 2024. Discounts! SREDay Amsterdam: 20% off with the code SRE20DAY. CfgMgmtCamp, February 3rd to 5th in Ghent. SCaLE 22x/DevOpsDays LA, March 6th to 9th in Pasadena, California.

Logoff

The T key on my laptop is sticking. How does one fix that kind of thing? (Notice how many T’s were in the sentence? I sure did!)

Not much to say, really. Weird afternoon. On such occasions, this is one of the many comfort clips that makes me smile.

Contemplate contemporary men’s waistlines

Private PaaS

Along with our summary of Explore EU last week, around the start of this I go over my thinking about private PaaS, VMware, and Tanzu. At least that’s what I remember doing.

Wastebook

  • “THINGS HAVE NEVER BEEN BETTER—BUT THEY’RE IMPROVING” Systemantics. The Systems Bible, John Gall.

  • And: “we are interested, not in the process of forgetting to mail a letter, but in the Post Office Box that is too full to accept that letter.”

  • “I kept the option for tiling when holding down the Option (⌥) key because I’m a tolerant person at heart.” Good settings.

  • “[H]e’s ageing and displaying unmistakable signs of cognitive decay, so we should be paying more attention to J.D. Vance, who is hale and hearty and may be president sooner than we think.” John Naughton.

  • One dev’s “abstract away” is always one ops person’s problem.

Carnaval de 1958 au Cap-Haiten, Philomé Obin, 1958. Photo by régine debatty.

Relative to your interests

  • Broadcom’s VMware strategy is winning despite market friction - The case for the Broadcom acquisition being good, especially for all-in, large companies that want a private cloud stack. Plenty of financial and survey data to move it beyond anecdata.

  • Who owns Kubernetes in VMware now? Or, Reflections from Explore Barcelona and the Challenges of Modern App Delivery - “What happened to TKG? One of the lessons I took from the week was that there is still confusion over the Kubernetes runtime we sell and where it sits in the VMware by Broadcom portfolio. Earlier this year, we moved what was known as VMware Tanzu Kubernetes Grid Service from Tanzu and included it as part of VCF where it is renamed to VMware vSphere Kubernetes Service. This move was very intentional as the Kubernetes runtime itself is just part of any modern cloud IaaS, and this being deeply embedded into the VCF stack means that more VCF customers will be ready to adopt advanced services offered by Tanzu sooner, without struggling with integration. Many existing Tanzu customers use other versions of the Kubernetes runtime (namely, Tanzu Kubernetes Grid Integrated and Tanzu Kubernetes Grid Multicloud) to meet specific requirements. Tanzu will continue to support these versions, but in the end, Tanzu Platform is designed to run on any CNCF conformant Kubernetes runtime.”

  • Alaskan telecoms company GCI uses VMware private cloud to boost business value

  • “‘This means a shift away from just standard checking and savings accounts to more personalized self-service banking experiences and support,’ he said. ‘The bank felt tied down by the complexity of its legacy technology environment.’ Following extensive analysis, ABN AMRO decided to build a private cloud platform based on VCF and move away from their previous managed service.'” VCF at a Netherlands bank.

  • IDC: VMware Explore 2024: A Shift to Private Cloud, AI, and AppDev Simplification - The VMware Private AI Foundation “platform appeals to Broadcom customers because of its ability to deliver advanced security and privacy, granular policy and control capabilities, resource sharing functionality, and centralized operations capabilities that deliver a lower TCO.” // Also, a good write-up of the overall VMware and Tanzu shift to private cloud stack. Lots of Tanzu and Spring coverage as well.

  • On-premises private cloud usage grew fastest in 2022 - January, 2023: “⁠⁠last year’s six-percentage-point uptick in on-premises private cloud usage outpaced growth in SaaS (up three points) and public cloud (up four points); hosted private cloud adoption was flat⁠⁠.”

  • Taco Bell puts AI front-and-center in drive-thru strategy - “Taco Bell’s drive-thru voice AI was designed for internal and external applications. An AI assistant takes orders and relays the information to the staff. The system is designed to help restaurant employees manage orders, reducing their workload, while enabling more accurate order fulfillment for customers.” // Makes sense. I bet this works pretty good. I could even see that the misunderstanding/error rate would be better with AI taking the orders. It could switch languages too. Also, maybe an edge computing/private AI use case - or you just switch over the humans when the Internet connection goes down.

  • Ai, Big Tech, & Markets - “AI is the newest king of the economy and will end up making the rules.” // Plus, huge rise in tech company valuations since the US election.

  • Modernizing the Mainframe in Place: Transforming Core Technologies - Improve the mainframe app. // Likely some good patterns for talking/thinking about modernizing any type existing apps “in place.”

  • From Agile to Radical: conflict - How management can deal with “at least three consequences of unresolved conflict that I’ve experienced in practice: unaddressed business areas, repeated patterns of unproductive behavior and undoing each other’s progress.” // A little bit on European work-culture too.

  • The Counterculture Switch: creating in a hostile environment - Return of the leftwing counterculture, and what it could mean for software.

  • Navigating Private Equity ownership. - A memo template for R&D’s plans after private equity. Basically: here’s how we’ll spend less money and use attrition to lower staff costs (hire more junior people as senior people leave).

  • SCREAM YOUR ENTHUSIASM (12) - “There’s just one solitary naked boob on the screen — and metaphorically speaking, all life has been sucked out of it. This is Dawn of the Dead, the classic 1978 horror movie that we’re talking about.”

Dawn of the Dead screenshot, from Marc Weidenbaum, above.

Conferences

SREday Amsterdam, speaking, Nov 21st, 2024. Discounts! SREDay Amsterdam: 20% off with the code SRE20DAY.

I don’t have any conferences schedule for the test of the year. Early next year, I’m hoping to go to CfgMgmtCamp, February 3rd to 5th in Ghent, which I always enjoy despite the cafeteria lunch (it’s become almost charming at this point. There’s also SCaLE 22x/DevOpsDays LA, March 6th to 9th in Pasadena, California.

Logoff

I’m in Bucharest for a day to give a talk at the GoTech World conference. They selected my legacy trap talk as the first talk in the DevOps track. The legacy trap talk doesn’t really fit there, but I've added some commentary on “ops legacy”: the old thinking and mindset of operations people. It’s, you know, my usual stuff on CI/CD, putting platform as a product in place, etc. I have a rehearsal recording that’s pretty good.

When you present this stuff, it feels like cheating because you’re repeating yourself. When I speak, I feel like each time I should be doing new material. But, most people watching it, especially in the room, likely won’t have seen the talk, so it will be new to them. Besides, all the “how to optimize apps and ops” stuff needs to be repeated over and over - per the above: THINGS HAVE NEVER BEEN BETTER—BUT THEY’RE IMPROVING.

(Sidenote: you know, I often bemoan here that I don’t produce enough content. At the moment, I have a stack of about three, maybe even four, drafts of things that either just need a final edit pass [like the rehearsal video] or for someone to finally click the publish button. Doing alright there, I guess.)

Finally, I offer you the chance to contemplate contemporary men’s waistlines by looking at past waistlines:

Need to contemplate the difference and overlap between "being genuine" and "being a jackass."

Detroit, 2015.

Wastebook

  • “I’m still in my pajamas — haven’t changed since Tuesday night. I’m also drinking a fair amount…” ProfG.

  • “My conspiracy theory has a much higher budget.” Lordess.

  • “To create this post, I used a cascade of AIs.” Tomasz Tunguz.

  • “improvident” is an adjective meaning lacking foresight or failing to plan ahead, often resulting in wasteful or reckless behavior without considering future consequences. Culturally, the term is often used to critique individuals or societies that prioritize immediate gratification over long-term well-being. In literature and folklore, improvident characters frequently serve as cautionary examples, highlighting the importance of prudence and planning in various cultural contexts. From the 🤖.

  • “He’s a serial boat-burner.” On Elon Mush, Sharp Tech, Nov 7th, 2024.

Relative to your interests

  • Gartner Raises IT Spending Forecast For 2024 Again - “Gartner thinks that spending on servers, storage, and networking for the datacenters of the world will rise by 34.7 percent in 2024 to just a hair over $318 billion. We have not seen this kind of growth since the recovery after the crash in IT spending during the Great Recession, and this time around it is different because there is no crash ahead of such growth. Rather, this is a transformation in IT systems that is probably more impactful than the Dot Com boom.” // This is almost unbelievable. Where do you suddenly find 35% more money? // Well, it’s probably just the public cloud companies: “The typical enterprise is definitely not spending anywhere near as much as the hyperscalers and cloud builders do on IT hardware and software. Enterprises spend more on services, relatively speaking compared to revenue size, because they do not have vast pools of IT talent like the hyperscalers and cloud builders do.” // Also, see the Gartner press release.

  • Useful built-in macOS command-line utilities - Some useful MacOS command line utils - not the usual Linux ones.

  • “Social media basically brought us to something like an oral culture” - “There’s always a current thing.”

  • It’s the parasocials, stupid - On the podcast election theory, that bring: (1) podcasts and videos are a big channel now, (2) the format is to hangout and “be genuine,” (3) for many voters, being a jackass is OK, even preferred, (4) if can be a jackass for three hours, you can go for the jackass vote. // Need to contemplate the difference and overlap between “being genuine” and “being a jackass.”

Detroit, 2015

Conferences

GoTech World, speaking, Bucharest, Nov 12th and 13th. SREday Amsterdam, speaking, Nov 21st, 2024.

Discounts! SREDay Amsterdam: 20% off with the code SRE20DAY. I won’t be at KubeCon US this year, but my work has a 20% off discount code you can use for registration: KCNA24VMWQR20.

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I’ve been thinking a lot about “focus” recently. I don’t focus on things. In work life, this means I say yes to everything and end up doing…a lot? Doing a lot of things can leave you feeling like you’ve done little of import. Being busy, but not consequential.

For example, I know that enterprise AI is the most important thing I could be working on, probably 80%, even 90% of my time. But, there are so many other things that come and go. I know that I should focus most of my “free time” attention on learning Dutch. The pay off for both would be huge.

But my mind doesn't think in long-term payoffs, and I definitely don’t go to the extreme of the irrational rationalist: if you have a chance of a 5x payoff, you should do it. Like most of humanity, I find it almost impossible to sacrifice the present (often, just being bored) for future gains.

Related, when your job makes focusing a bad strategic move:

“I feel like we’re just reactive,” marketing people have said to me over the years. This means they just do marketing (planning, managing, strategy, content) based on the most urgent need at the moment. There is little long-term thinking.

If you live in a reactive state, it means your long-term thinking is also dangerous: what you planned to do two months ago in your campaign strategy may not longer be relative. You were planning on having thought-leader content about the intellectual metrics of fidget spinners, but now your company sells toy-slime. This is a bad cycle, and marketing gets blamed for the misalignment.

This spiral is usually driven by a corporate agenda that is also near-term focused, ever shifting to meet the needs of the last meeting. A lack of focus cascades from the top, but as with most problems in a corporate system, we all share in the responsibility, just some more than others.

//

Ironically, this morning I thought: what if I just publish what I have every morning before 7:30am? That’s the time when we start getting the kids ready for and off to school. And: here we are!

Mastering Corporate Asshat Improv

Improvised Corporate Asshole

I've been listening to the book Impro by Keith Johnstone. Somewhere I read that it's on Palantir's new employee reading list, which made me interested. The section on status is both weird and intriguing. It's very prescriptive - there's no "it depends." People love this book: it has 4.3 stars on Goodreads. That enthusiasm and its place on at least one corporate reading list makes the book's chapter on "status" weird and troubling.

I haven't delved into the other chapters yet—I skipped the biographical first chapter. Perhaps things go different in those sections. I haven't gotten to it yet, but it sounds like the whole "yes, and..." concept is covered extensibly, maybe even comes from this book.

Mastering People

In the status chapter, the basic idea is that any two humans are constantly establishing their relative status and then either battling over that status, or acting according to the pecking order: who's the master, who's the servant?

"Status" in this context is about who gets to command whom and who fears whom.

The high-status person commands others and is feared by low-status people. One acting exercise involves high-status characters eliminating an endless stream of subordinates for minor, even unknown offenses. The high-status person is essentially a bully.

The low-status person does whatever the higher-status individual wants and often fears them. This dynamic results in all sorts of comedy based on absurd situations. A low-status person attempts a robbery at a store but, after interacting with a high-status clerk, ends up taking only a few cents from the till. A low-status person is used as a chair, treated as furniture—an object.

That's the lesson of the status chapter: always know who has the power and who has to obey.  Are you resting on a chair, or are you the chair?

Once you establish those dynamics, you can create comedy by introducing unexpected twists and turns into that mechanic.

Also, the act of people battling for status can be entertaining once you remove the cushion of civility. There are many sections in the book where people throw crude insults back and forth at each other. Since the book is from the 1970s, these insults are more amusing for their quaintness than their shock value.

So, sure: comedy is often about uncomfortable or messed-up things. If it weren't, it'd all just be dad jokes, puns, and complaints about airplane food.

Off Stage

When reading this book, I suspect tech people are less interested in actually doing theater—let alone improv—and are more interested in understanding and engineering social situations. You can read this book not as a manual for the stage, but for how to act off-stage, in real life.

This is especially true if you're a technical person who's not familiar with the nuances of human interactions, and part of your job involves interacting with people all week. That is, on-site consultants working on difficult tech projects. What makes these projects difficult is that the people in the organization can't do them, often because of political battles and turf wars, because of status.

Here's a former Palentir person writing up why Impro is useful in this situation:

Being a successful FDE [on-site consultant] required an unusual sensitivity to social context – what you really had to do was partner with your corporate (or government) counterparts at the highest level and gain their trust, which often required playing political games. Impro is popular with nerds partly because it breaks down social behavior mechanistically. The vocabulary of the company was saturated with Impro-isms – ‘casting’ is an example. Johnstone discusses how the same actor can play ‘high status’ or ‘low status’ just by changing parts of their physical behavior – for example, keeping your head still while talking is high status, whereas moving your head side to side a lot is low status. Standing tall with your hands showing is high status, slouching with your hands in your pocket is low status. And so on. If you didn’t know all this, you were unlikely to succeed in a customer environment. Which meant you were unlikely to integrate customer data or get people to use your software. Which meant failure. A project to unify data silos to finally break down barriers is often seen as a project to take status away from each of those silos. The DBAs don't want to give you free, unrestricted access to the regional supply chain data because then, why are they getting paid so much? What status do they have if you never have to ask them for anything?

Management consulting is, potentially, an even darker version. Management consultants are brought in to fix an organization. The expectation is that they'll tell management exactly what to do to increase their share price—or whatever metric matters. Two common recommendations are to reorganize and/or to fire people. In most cases, then, management consultants are a threat to employees.

In both the on-site tech consultant and management consultant cases, they rely on the existing employees to do their job. The tech consultant needs access to the databases. The management consultant needs to know "how things are actually done around here" and what's not working well.

Both of these consultants have power in their relationship with the employees. They were sent by the bosses to fix things. After the consultant leave, they will still have a job, and likely a high-paying one. But if the consultants act like they have the power, most employees will not be helpful.

In those situations, you need to know how to work with people—not only in a genuine, truth-seeking way but sometimes by navigating complex social dynamics. You need to some social engineering.

If you didn't know how to talk with and work with people, you'd find an interesting framework in the status section of Impro. It'd be based on manipulation and undermining. You'd learn a framework for manipulating human interactions. You might play the subservient person to get the client overconfident and cooperative. Or, when you know you have power in a situation—you would have tools to assert it.

Just knowing that there is a social game you can play is a tremendous tool to discover, especially when you're a young, inexperienced tech person.

This is where the troubling part of the book comes in. It has no moral judgments about this constant power-playing. In fact, it seems to celebrate the "I'm sorry you can't take a joke" worldview. "Oh, I wasn't actually saying you were a boot-licking subordinate who should be disregarded—it's just improv! Hahaha!"

"I'm sorry you can't take a joke." Indeed. If you want to play the status game, the only response to that is always, "I can, but that wasn't one." 

Das Thier in der decorativen Kunst, Anton Seder, 1896.

Have you ever worked for this boss?

Off stage, the behavior and world-view in the book is definitely not a joke. If you read it and think "ah, this is something I can apply in real life!" you're going down a shitty path. For example, here's a list of rules of status quoted in a review:

'Ten golden rules' for people who are Number Ones. He says, 'They apply to all leaders, from baboons to modern presidents and prime ministers.' They are:

  1. You must clearly display the trappings, postures and gestures of dominance.

  2. In moments of active rivalry you must threaten your subordinates aggressively.

  3. In moments of physical challenge you (or your delegates) must be able forcibly to overpower your subordinates.

  4. If a challenge involves brain rather than brawn you must be able to outwit your subordinates.

  5. You must suppress squabbles that break out between your subordinates.

  6. You must reward your immediate subordinates by permitting them to enjoy the benefits of high ranks.

  7. You must protect the weaker members of the group from undue persecution.1

  8. You must make decisions concerning the social activities of your group.

  9. You must reassure your extreme subordinates from time to time.

  10. You must take the initiative in repelling threats or attacks arising from outside your group.

This is a manual for caustic corporate life and the types of terrible management structures we've been trying to fix for the past few decades. Just imagine how someone who was reading this to use in real life would be as a co-worker, a boss, or worse a "rival" in another group.

If you see someone reading this book, ask them, "Are you an actor?" And if they say no, be cautious. You'll next need to ask them, "Are you reading this book so that you know how people work and to work with people, or so that you know how to avoid being an asshole?"

The theater part of the book is telling you how use status games to construct interesting and fun theatrical systems. Art and simple and just stupid-as-good entertainment would be terrible tension, misery, bullies, evil, and ass-hattery. It'd be like reading greeting cards as your only source of entertainment.

Corporate life is not art, or even popcorn-entertainment. If you read this chapter on status as how to use status games at work to get things done, you're contributing to a shitty corporate culture. Things like those ten golden rules should be read as the complete opposite: if you're running your organization like this, you're an asshole that's making life worse for all of us. Would anyone want to work with a person like that, or for them?

In other words, the status section is a great manual for understanding and navigating the next four years where I'm sure a lot of people will be saying "oh, I'm sorry you can't take a joke."

Relative to your interests

Wastebook

  • ”It is officially synergy-o-clock.” Here.

  • “Everyone Everywhere Out To Lunch.” Taylor.

  • “disappointed optimist.” Just in from Iceland.

  • “Where to find a.m. drinking spots in the city.” Right on time.

  • “Hand painted artsy font.” A font.

  • “Changing lightbulbs in the rain.” Rodrick

  • “Native in the platform.”

  • Is it a real thing that it’s better to use short videos for internal training over text? You know, like in that Mr Beast memo?

Conferences

GoTech World, speaking, Bucharest, Nov 12th and 13th. SREday Amsterdam, speaking, Nov 21st, 2024.

Discounts! SREDay Amsterdam: 20% off with the code SRE20DAY. I won’t be at KubeCon US this year, but my work has a 20% off discount code you can use for registration: KCNA24VMWQR20.

Logoff

I’m back from Explore in Barcelona. I can especially tell, now, that it’s getting colder in Amsterdam.

//

Here is some advice about reading Americans that I gave a European friend this week. This friend was talking with an American about how their company should improve.

I met up with my European friend afterwards, and they said, “I couldn’t tell if they were taking me seriously.”

“Ah,” I said, “they were probably smiling and nodding their head as you talked, huh?”

“Exactly,” my friend said, “they seemed to be agreeing, but I couldn’t tell if they were listening to me and understanding.”

“Yes, well: they were American,” I said, “Worse: California tech American.”

“Yes!”

“Well,” I began, “here is the three step filter for seeing if an American is actually listening and maybe even agreeing with you:”

  1. If they are smiling and nodding, this means absolutely nothing. And, in fact, it might mean they are totally not listening to you.

  2. If they start asking you questions in return, this is encouraging, but still does not mean they are understanding or taking you seriously. “Oh, really? Why do you think Widget XYZ needs more tongs?” or “Ah, and what do you think we should do?” That last question is an especially bad indication: they’re probably just asking that to get you to talk more with the hopes that you’ll just get it out of your system with and walk away.

  3. If the American start making statements, then they’re listening and may even be taking you seriously. The best is to have them repeat what you said back to you:“so what you’re saying is…” or “I hadn’t considered that, here’s what I think we should do…” or even “I don’t agree, and let me tell you why…”2

“Hmmm,” my friend said. (Which is almost the European version of an American smiling and nodding, but I know them well enough…)

“Oh, also,” I said, “have you ever heard of the American-corporate phrase ‘smile fucking’?”

“No, never” my friend said, “but, now, I know exactly what it means.”

1

If you swap in “your” for “the” this one stands out much less as a humane statement in a sea of shit, i.e.: “You must protect the weaker members of your group form undue persecution.” Also, better to keep some of the “weaker members” around for annual stack ranking fodder.

2

Of course, one you learn these replies, you can use them to make sure people think you’re listening to them and taking them seriously. If that makes you giddy, perhaps you should go back and read my commentary on Impro.

Links and strange finds from the World Wide Web for November 4th, 2024

Code Neo (Pearl Sijmons), Joana Schneider, 2024.

Relative to your interests

  • Priorities CIOs Must Address in 2025, Insights from the 2025 Gartner CIO Survey - “only 48% of digital initiatives meet or exceed their business outcome targets. This statistic highlights a significant challenge for organizations aiming to achieve their digital transformation goals.” // It could also highlight that the expectations were very unrealistic. I’d bet on that more than anything else. // Also, here’s some Gartner charts on the topic.

  • Storm Clouds Ahead: Missed Expectations in Cloud Computing - “According to IDC’s Cloud Pulse 4Q 2023 survey, close to half of cloud buyers spent more on cloud than they expected in 2023, with 59% anticipating similar overruns in 2024. The complexities of cloud environments, coupled with unforeseen external influences, make it challenging to forecast costs accurately. Factors such as the increasing cost of third-party services, energy costs, and the financial implications of new technologies like GenAI are contributing to these budget blowouts.” And: “According to IDC’s Server and Storage Workloads Survey, only 8–9% of companies plan full workload repatriation.”

  • Embracing Antifragility: Building Resilient Products in an Uncertain World - You can read this as a take on what it means to be a “learning organization.” As ever, the hardest, most mysterious, least airport business book-ized topic is “how do we change from ‘traditional’ to this whiz-bang method?”

  • Unleashing Transformation - Yup, this all of the stuff. Arguably, it’s missing #8: actually do it and stop blaming “culture.”

  • What Seth Godin Really Thinks About Social Media - ”I do think that social media is largely a trap… for users and for brands. It’s purposely built to create insecurity and false proxies, metrics that get people to work for free to support the business model of the social media companies, as opposed to their own goals. When Wendy’s or Oreo cookies pulls some sort of stunt on a social media platform, it’s not clear to me that they’ve done anything of value. They haven’t sold french fries or cookies, or earned trust. They simply amused a few people. How do we earn permission, trust, the benefit of the doubt or status? If your social media isn’t doing that, what’s it for?”

  • If Trump wins, get your tech shopping done fast - “The CTA predicts [PDF] that the increased cost of importation, and retaliatory tariffs from other countries, would raise the cost of a laptop by 46 percent, a gaming console by 40 percent, and smartphone prices would be 26 percent more expensive. As a result, the association expects demand to fall 54, 57, and 44 percent, respectively.”

  • Stop Team Topologies - Don’t use an understandable system to avoid asking why you’re doing anything in the first place. // Or: all the value is in the “it depends.”

  • Building A Generative AI Platform, Chip Huyen - This is a fantastic overview of what an enterprise AI architecture probably looks like, taking into account not only technical stuff, but also business concerns like cost and risk/accuracy.

  • The stoicism secret: how Ryan Holiday became a Silicon Valley guru - “My initial attraction to stoicism is what it can do for you: how it can make you more resilient, more productive, think clearer, be a master of yourself,” he says. “This is a perfectly fine entry point into the philosophy. But if you miss what the philosophy is also asking of you, in terms of ethics and morals and its emphasis on the virtue of justice, how we’re interconnected and interrelated, then really, what you’ve just discovered is a recipe for being a better sociopath. Which is not what stoicism is.”

  • Why Jamie Dimon is Sam Altman’s biggest competitor - 🤖 says: JPMorgan Chase, led by Jamie Dimon, is presented as a major competitor to OpenAI due to its vast proprietary data (150 petabytes vs. GPT-4’s 0.5 petabytes).

Wastebook

Thus, Elijah Ruhala, 2022.
  • “You can think of prompt injection as social engineering done on AI instead of humans.” Chip.

  • “got scolded for drinking coffee in front of god.” Deb JJ Lee.

  • “But as the rooms become more convincing, an increasing number of healthy people seek out the clinic as a ‘time shelter’, hoping to escape from the horrors of our present – a development that results in an unexpected conundrum when the past begins to invade the present.” Here.

  • The used to have blue hair, then a blue streak, and now they have a grey streak.

  • Spruiks.” Originally here.

  • “LLMM: Large Language Mobile Marketing!” Tim.

  • “And I thought, ‘well, that’s how it goes.’”

  • ‘Now that The Ellen Show is off the air, he’s basically the last TV host of the “Gangnam Style era” that’s still on TV.’ Garbage.

  • “Bruno Munari disco machine.” Here.

  • Conway’s Law applied to M&A.

Conferences

Danielle has a new pitch for why you should join us at Explore. If you’re going to Explore, be sure to pre-register for my two sessions. It helps! Check out all the poop at cote.pizza.

VMware Explore Barcelona, speaking, Nov 4th to 7th. GoTech World, speaking, Bucharest, Nov 12th and 13th. SREday Amsterdam, speaking, Nov 21st, 2024.

Discounts! SREDay Amsterdam: 20% off with the code SRE20DAY. I won’t be at KubeCon US this year, but my work has a 20% off discount code you can use for registration: KCNA24VMWQR20. Also, it’s “invite only,” but why not try to get an invite to our fancy dinner there?

Logoff

I’m in Barcelona at VMware Explore 2024. I did my two main talks today and they were fun to do, especially moderating the panel about enterprise AI. Hopefully the recordings will be up and easy to find soon.

That which never moved can never move back

The Cloud Equilibrium

As you know, I enjoy the impossible chase to track down the elusive chart that shows how many workloads are running on private cloud1 versus public cloud. I last rounded up my findings in July, 2024. Of particular interest is the IDC CloudPulse report. I don’t have access to the most recent one, but you can see one of the older charts in an older blog post of mine. When looking at this industry charts, surveys, and other goop, I still think the split is something between 40% to 60% - so, you know, “50/50.” I think of this as the cloud equilibrium. After 18 years of public cloud, we’ve had a long time to sort out which apps go where. Is the equilibrium stable? Using the rule that the future looks pretty much like the recent past, that equilibrium will probably be stable at least three years, maybe five. But who knows what will happen in five years, even four? Who would have predicted all this AI stuff would be such a big deal two years ago? Anyhow.

“Cloud repatriation” has come up here and there recently. It means moving workloads back from public cloud to on-premises. In that way, it’s the wiggle that happens on the edges of the equilibrium.

The stated reasons for cloud repatriation are usually for lowering cost, but I also suspect control (security, compliance, sovereignty, etc.), and functionality fit. Judging the amount of repatriation is difficult, if impossible, based on current industry goop. But, you can tell that it’s a common topic.

At my work’s conference, Explore, a Barclays CIO survey was referenced and it’s been used a few more times in that discussion.

I finally tracked down the original PDF recently, and here’s the chart the Explore chart is from, also shared by Michael Dell awhile back:

As with the private/public cloud charts I like to use, as worded, the repatriation question above is just about intentions and plans, not what actually happened. That nuance aside, when I combine these plans with the estimates of how many apps are “still” on-premises, there’s another interesting idea: you can't repatriate what never left in the first place. In the cloud equilibrium, there are a lot of apps already on-premises.

Also, in the Barclays PDF, you can see what types of workloads CIOs are planning on moving back:

It’s a bummer that the apps I care about - custom written applications - aren’t called out there. I don’t know if they’re part of “compute,” but they’d definitely touch “databases.” Maybe custom apps were part of the top seven.

To add more goop to my cloud equilibrium chart pile, in the PDF, you can also see the private/public cloud spread:

Here, you see that CIOs have been moving a lot of workloads to public cloud in recent years, and it’s nearing 50%. That’s a high rate of change year over year, but it’s wild to think that as of 2022, only 30% of workloads were in public cloud.

Also, this new chart for my pile makes the point about how difficult it is to find workload placement estimates. They’re all over the place, mostly different. Compare that Barclays’ chart to the IDC one I linked to above. IDC already had it around 50/50 in 2022 when the Barclays survey has it at 72/28, public/private. Hopefully I can find the 2025 Barclays survey to see what happens next!

What kind of goop do you have on file?

Wastebook

  • “trad tech companies.” Gregely.

  • Data is not oil, it’s milk: it goes bad if not used. Here.

  • Data is power.

  • A lot of my procrastination is just putting off making a decision that I already know I’ll make. Rather: taking on the debt, actions, and responsibilities of that decision. It can be as simple as having to call customer service, trivial as me wanting to avoid boredom and tedium, and as big as telling someone “no.”

  • “API surface.”

  • “EXTRA-ARGS” sounds like the noise you’d make when you need to use EXTRA-ARGS.

Relative to your interests

Apple Intelligence

I’ve got the new iOS and Mac updates, so I have Apple Intelligence. So far, it’s alright for simple summaries and rewritings. I’ve used it a few times! However, like Gemini, they’ve fallen prey to AI Cowardice:

I mean, sure, I agree 100% that it’s the right business move. And, it’s probably also the right “how do we sustain this long term enough to achieve escape velocity without The Culture dragging us to the guillotine?” move. But…still: what a disappointment!

I think it’ll be good though, especially when you can actually prompt-coach it more. From what I can tell, with Apple Intelligence features, you can’t put in your own prompt. Boo!

The image editing (removing people) is what you’d expect: not great, a dancing bear. I dub this “weird, but OK.”

Conferences

Danielle has a new pitch for why you should join us at Explore. If you’re going to Explore, be sure to pre-register for my two sessions. It helps! Check out all the poop at cote.pizza.

VMware Explore Barcelona, speaking, Nov 4th to 7th. GoTech World, speaking, Bucharest, Nov 12th and 13th. SREday Amsterdam, speaking, Nov 21st, 2024.

Discounts! SREDay Amsterdam: 20% off with the code SRE20DAY. I won’t be at KubeCon US this year, but my work has a 20% off discount code you can use for registration: KCNA24VMWQR20. Also, it’s “invite only,” but why not try to get an invite to our fancy dinner there?

Logoff

Our big conference, Explore, is next week in Barcelona. It’ll be fun! Here’s details of what I’m doing if you’ve forgotten from the past 52 times I’ve mentioned it here. Rita has a write-up of what feels like everything for you to checkout too.

Tell me if you’ll be there, maybe we can solve the mystery of tapas enjoyment.

1

Sure, “on-premises” would work - whatever you like. In fact, “on-premises” might be more accurate because then you would be counting workloads that are not running in NIST-canonical “cloud,” I guess. You know, mainframe apps, maybe even LoB apps running in Sharepoint and weird things. Do you count really complex .xls’s? Regardless, you get the more high-level point of this elusive chart, hopefully.

AI is terrible at shift-left

Start with good content, get better content

I've seen enough generative AI used to help marketing now that my theory is: you should only use it if you're already good at making whatever "the content" or strategy is. The AI will help you make it better, or more broadly consumable. It will do a terrible job starting from a blank slate.

You can coax it, try to get it to know your style, feed/RAG more context in, workshop and refine it…but at that point you’ve spent just as much time as it would taken to just type an email, call someone to plan/brainstorm, blog post, or hit record.

The bigger marketing productivity gains are people-based (just like dev and ops): they need skills/mentoring/pairing/training; more frequent, but quicker/shorter collaboration; a stripped down pipeline that remove/automates governance; and cleaner tops-down direction to be principle self-directed.

And the bigger, obvious AI anti-pattern is simply garbage in, garbage out. The AI is just going to predict the next words (or pixels/sound-waves) to output. If you feed it garbage, it's going to know that what usually follows is more garbage.

If you start with good stuff, the AI will help you get to even good-er stuff for sure. AI is terrible at shift left.

DORA 2024

The 2024 DORA report is out. I haven’t really digested it yet, but the findings on platform engineering are weird/troubling:

Internal developer platform the key findings can help your platform users had 8% higher levels of individual productivity and 10% higher levels of team performance. Additionally, an organizations' software deliver and operations performance increases 6% when using a platform. However, these gains do not come without some drawbacks. Throughput and change stability saw decreases of 8% and 14%, respectively, which was a surpassing results.

Still:

Overall, the impact of a platform is positive, individuals were 8% more productive and teams performed 10% better when using and internal developer platform… [W]hen a platform is used in an organization’s overall performance [see definition of that], with an increase of 6%.

I’ll have to go check the numbers to be sure, but I feel like I’ve seen much better productivity results over the years in the Cloud Foundry community: going from months and months to deploy to weeks and days. One of our Software Defined Talk listeners, Chris, did a “live reading” with plenty of commentary which you can see in our Slack. I recommend it if you’re interested in the DevOps reports.

The last time I commented on DORA, Nathen Harvey pointed me to this, which I think is what most people want to see. That is, “what organizations behaviors and process do I change to get them awesome results?”:

If you’re doing the DevOps and it doesn’t seem to be working, then look at this chart and ask “are we doing these things” and if not, that’s why doing the DevOps is not doing it for you. Top digital transformation tip: if you don’t change, you won’t change.

Here’s a blog post of highlights and a pretty good infographic of “executive level” take-aways.

Software Defined Talk Podcast #490: AI's use UI's

This week’s episode:

This week, we talk about Anthropic's new AI agent, cloud exits, and why BMC is splitting up. Plus, a quick update on the WordPress drama and some thoughts on Amsterdam’s autumn weather.

Listen to it, or watch the unedited video if you prefer that kind of thing.

“If you find this world bad, you should see some of the others.”

Relative to your interests

It’s analyst predictions season. Is it me, or does it get earlier every year, har, har. So, lots of enterprise IT stuff this episode, starting with enterprise AI.

  • Gartner Forecasts Worldwide IT Spending to Grow 9.3% in 2025 - Setting expectations: “CIOs will begin to spend on GenAI, beyond proof-of-concept work, starting in 2025. More money will be spent, but the expectations that CIOs have for the capabilities of GenAI will drop. The reality of what can be accomplished with current GenAI models, and the state of CIO’s data will not meet today’s lofty expectations.”

  • Gartner sounds alarm on AI cost, data challenges - ‘“Nearly half of CIOs say AI has not yet met ROI expectations, according to Gartner research. “The truth is that you’ve been in the mud for the last year, working hard to find all those benefits that were promised by AI,” said Hung LeHong, distinguished VP analyst and Gartner Fellow, during the keynote session. “It hasn’t been easy.”’

  • But where will all that money go? OpenAI Is Growing Fast and Burning Through Piles of Money - "OpenAI’s monthly revenue hit $300 million in August, up 1,700 percent since the beginning of 2023, and the company expects about $3.7 billion in annual sales this year, according to financial documents reviewed by The New York Times. OpenAI estimates that its revenue will balloon to $11.6 billion next year.” // Also, big firm consultants.

  • Related: How CIOs gain employee buy-in on generative AI.

  • Gartner Forecasts Worldwide IT Spending to Grow 9.3% in 2025 - Setting expectations: “CIOs will begin to spend on GenAI, beyond proof-of-concept work, starting in 2025. More money will be spent, but the expectations that CIOs have for the capabilities of GenAI will drop. The reality of what can be accomplished with current GenAI models, and the state of CIO’s data will not meet today’s lofty expectations.”

  • Gartner Unveils Top Predictions for IT Organizations and Users in 2025 and Beyond - “By 2029, 10% of global boards will use AI guidance to challenge executive decisions that are material to their business.” // Weird prediction.

  • Gartner Forecasts Worldwide IT Spending to Grow 9.3% in 2025 - Setting expectations: “CIOs will begin to spend on GenAI, beyond proof-of-concept work, starting in 2025. More money will be spent, but the expectations that CIOs have for the capabilities of GenAI will drop. The reality of what can be accomplished with current GenAI models, and the state of CIO’s data will not meet today’s lofty expectations.”

  • The Modern CIO: Moving from Technology Steward to Transformation Agent - AI is cool, but there’s still that 95% of other day-to-day shit to deal with in the enterprise.

  • IDC FutureScape: Worldwide Cloud 2024 Predictions - “Application modernization has been a nagging problem for decades but has recently emerged as a critical concern for enterprises, with around 62% of organizations worldwide considering it a high or top priority today, and over 70% expecting it to be a high or top priority in the next 24–36 months.” // “With 50% of CEOs concerned about their company’s cloud spending and 64% of CIOs say they are spending more on cloud than budgeted” (IDC, 2023)

  • Gartner IT Symposium/Xpo 2024 Orlando: Day 3 Highlights - “By 2028, more than 50% of enterprises will not get value from their multicloud implementations.” And: “By 2028, cloud-native platforms will serve as the foundation for more than 95% of new digital initiatives — up from less than 50% in 2023.”

  • The Future of Smart Rings - “In the last full year of data, 2023, IDC recorded Global Ring sales of 880,000 units, with Oura representing 80% and Ultrahuman in second with 12%. We are forecasting this to rise to 1.7 million in 2024 and 3.2 million in 2028, equating to a year-over-year growth rate of 29.5%. For comparison, the total global Smartwatch sales in 2023 were roughly 161 million devices, forecasted to rise to 175 million by 2028, an average year-over-year growth rate of 1.7%.”

  • IBM revenue misses, but execs say AI will drive future growth - “The company’s Red Hat subsidiary, which anchors its hybrid cloud strategy, grew revenue 14%. Krishna noted that the Red Hat business has doubled in size since the acquisition five years ago.”

  • MQTT turns 25 – here’s how it has endured - “Today, 25 years on, it is in many things and places you may not realize – hobbyists and makers use it, it’s used (for example) in Dyson air conditioners and their associated apps, in 3D printing, in home alerting, in industry and manufacturing – it’s almost certain that more than one of the apps on your phone is using MQTT somewhere in the stack.” // MQTT is “used (for example) in Dyson air conditioners and their associated apps, in 3D printing, in home alerting, in industry and manufacturing – it’s almost certain that more than one of the apps on your phone is using MQTT somewhere in the stack.” Andy Piper on 25 years of MQTT

  • Users remain on PostgreSQL 12 as end of life looms - “Users of PostgreSQL 12 have less than a month to prepare for the database to enter end of life and become unsupported.”

  • Unpopular opinion about “Moving back to on-prem” - The case against private cloud. // Also this on Kubernetes: “Although you could develop new applications based on Kubernetes on-prem, the cost and complexity of managing the control plane, and the limited scale capabilities, will make your solution a wannabe cloud. A small and pale version of the public cloud.” What if all the consternation around Kubernetes was because people keep trying to run it themselves? “Kubernetes is only for public cloud providers,” or something like that.

  • Basecamp-maker 37Signals says its “cloud exit” will save it $10M over 5 years - “Late last week, Hansson had an update: it’s more like $10 million (and, he told the BBC, more like $800,000 in gear). By squeezing more hardware into existing racks and power allowances, estimating seven years' life for that hardware, and eventually transferring its 10 petabytes of S3 storage into a dual-DC Pure Storage flash array, 37Signals expects to save money, run faster, and have more storage available.”

  • The Other Bubble - What the enterprise software market looks like from the outside. Also with a side of AI-washing.

  • Don’t Click Here - I’ve gone go back and forth on this over the decades. Like every other good little HTML’er in the 90s, I would link the words in a sentence that indicated what the link went to. I kept doing this in the 2000s. But then in the 2010’s when we started treating the web less like documents and more like, I don’t know, like web of apps, the idea of telling people to “click here” seemed more obvious. And in the 2020’s, I don’t use it at much, but a click here is sometimes more natural especially when you’re doing a CTA. That is: I accept that sometimes “click here” style linking is OK and maybe even the best choice. Still, if you were to pick one, I’d go with avoiding “click here” linking.

  • This is an under appreciated part of most Dutch systems: they do the minimum needed, cutting out all the irrelevant stuff. There are still forms, waiting, etc., but the paper work tends to be efficient. In healthcare this can seem insane compared to American standards. In the Netherlands, they don’t do annual checkups and paramedical is prescribed all the time as a cure all. It’s like for each step in creating a system they think “is this needed? If not, cut it.” I think the American test is “is it possible this might be needed?” and if so, you include it.

The Guggenheim Museums and Foundation
“How to Work Better,” Peter Fischli and David Weiss, 1991.

Wastebook

Ale: “it’s misty outside.”

Me: “like my head.”

Ale: “that’s all that it’s in there? Just mist and gas.”

Me: “That’s right.”

Ale: “And fart jokes.”

Meanwhile:

  • “snackers of all ages” Here.

  • “I am a cat in a hobo hat trying to steal a pie off a window sill.” RotL #556. And: the t-shirt that became a book is now a t-shirt based on the book.

  • “They put coffee in the coffee in Brazil.” I don’t know if you need one hour of this, but here it is.

  • “multicloud by accident,” Tracy Woo.

  • “Hot Lunch.”

  • “an excess of perseverance.” Here.

  • “It was a Honda Accord, and the lyric is ‘Midnight black on the outside,’ but the car was actually green—midnight black just sounded cool.” “Midnight.”

  • And: “I never got caught. But I think she’s going to find out now.” Ibid.

  • Related: “This song really captures the mood of cruising Texas highways and taking it all in while the sun sets.”

  • And: “No matter where you are in Texas, it’s big sky, big sun - that unifies the state. Khruangbin and Leon are both on tour all the time, so I think there was a relatable thing of just missing the feeling of home.”

Conferences

Danielle has a new pitch for why you should join us at Explore. If you’re going to Explore, be sure to pre-register for my two sessions. It helps! Check out all the poop at cote.pizza.

VMware Explore Barcelona, speaking, Nov 4th to 7th. GoTech World, speaking, Bucharest, Nov 12th and 13th. SREday Amsterdam, speaking, Nov 21st, 2024.

Discounts! SREDay Amsterdam: 20% off with the code SRE20DAY.

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What my talks sound like to my family:

@cote@hachyderm.io, @cote@cote.io, @cote, https://proven.lol/a60da7, @cote@social.lol