This week, we discuss cloud’s never-ending “early innings,” OpenAI Canvas vs. Gemini, and Dell’s RTO reversal. Plus, is there such a thing as too much optimism?Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=9KcCt6y1Tao) 505 (https://www.youtube.com/watch?v=9KcCt6y1Tao)Runner-up TitlesFastball to the headNot enough AI eggsToxic PositivityRundownCote’s Early Innings Research (https://bsky.app/profile/cote.io/post/3lgse46resc26)S (https://speakerdeck.com/cote/confusing-cloud)lides and stream recording of presenting it at cfgmgmtcamp 2025 (https://speakerdeck.com/cote/confusing-cloud)Cloud RevenueMicrosoft Q2 cloud revenue falls short of expectations, sending (https://finance.yahoo.com/news/microsoft-q2-cloud-revenue-falls-short-of-expectations-sending-stock-lower-165353431.html) the (https://finance.yahoo.com/news/microsoft-q2-cloud-revenue-falls-short-of-expectations-sending-stock-lower-165353431.html) stock lower (https://finance.yahoo.com/news/microsoft-q2-cloud-revenue-falls-short-of-expectations-sending-stock-lower-165353431.html)Alphabet shares drop as much as 9% on revenue miss, soaring AI investments (https://www.cnbc.com/2025/02/04/alphabet-q4-earnings-report-2024.html)Google parent Alphabet’s earnings disappoint Wall Street amid stiff AI competition (https://www.theguardian.com/technology/2025/feb/04/google-alphabets-q4-earnings)DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts (https://semianalysis.com/2025/01/31/deepseek-debates/)DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts (https://semianalysis.com/2025/01/31/deepseek-debates/)Dell RTO TimelineAug 2020: Dell: 60% of our people won't be going back into an office regularly (https://www.theregister.com/2020/08/28/dell_q2_2021_work_from_home/)March 2024: ****Dell says remote workers must go hybrid if they want any hope of a promotion (https://fortune.com/2024/03/18/dell-remote-workers-promotion-hybrid-return-to-office/)Jan 2025: Dell ends hybrid work policy despite remote work pledg (https://www.theregister.com/2025/01/31/dell_ends_hybrid_work_policy/)e (https://www.theregister.com/2025/01/31/dell_ends_hybrid_work_policy/)5 Signs Your Optimism Is Hurting Your Team (https://hbr.org/2025/01/5-signs-your-optimism-is-hurting-your-team)Relevant to your InterestsJack Dorsey’s Block has an AI agent too (https://www.engadget.com/ai/jack-dorseys-block-has-an-ai-agent-too-212706083.html)Can We Build a Five Gigawatt Data Center?—Asterisk (https://asteriskmag.com/issues/09/can-we-build-a-five-gigawatt-data-center)Purely AI-generated art can’t get copyright protection, says Copyright Office (https://www.theverge.com/news/602096/copyright-office-says-ai-prompting-doesnt-deserve-copyright-protection)'Everything I Say Leaks,' Zuckerberg Says in Leaked Meeting Audio (https://www.404media.co/zuckerberg-says-everything-i-say-leaks-in-leaked-meeting-audio/)What Elon Musk should learn from Larry Ellison (https://archive.ph/2025.01.30-183451/https://www.economist.com/business/2025/01/30/what-elon-musk-should-learn-from-larry-ellison)DOGE, Software, and Government (https://open.substack.com/pub/arnoldkling/p/doge-software-and-government?r=2d4o&utm_medium=ios)DOJ sues to block HP Enterprise from buying Juniper Networks (https://www.axios.com/2025/01/30/justice-dept-hewlett-packard-enterprise-juniper-networks?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axiosprorata&stream=top)Mark Zuckerberg to employees in leaked all-hands meeting: ‘buckle up’ (https://www.theverge.com/command-line-newsletter/603754/mark-zuckerberg-tells-employees-to-buckle-up-in-leaked-all-hands-meeting?ueid=3d6a2c800561880c901963d51e644d95&utm_source=Sailthru&utm_medium=email&utm_campaign=1/31/25%20-%20Verge%20Subscription%20Marketing%20Send&utm_term=Verge%20Marketing%20Current)There’s Something Very, Very Wrong With Tech Today. (https://slate.com/technology/2025/02/ed-zitron-interview-big-tech-ai-criticism.html)Microsoft Enforces Tougher Layoff Rules: No Severance, Immediate Termination (https://www.analyticsinsight.net/news/microsoft-enforces-tougher-layoff-rules-no-severance-immediate-termination)Apple reportedly gives up on its AR video glasses project (https://www.theverge.com/news/604378/apple-n107-ar-glasses-canceled)uBlock Origin is dead for Chrome, but ad blockers live on (https://www.pcworld.com/article/2595287/ublock-origin-is-dead-for-chrome-but-ad-blockers-live-on.html)Add F*cking to Your Google Searches to Neutralize AI Summaries (https://gizmodo.com/add-fcking-to-your-google-searches-to-neutralize-ai-summaries-2000557710)Palantir soars 24% to record high as AI powers strong earnings and guidance (https://www.cnbc.com/2025/02/04/palantir-soars-more-than-23percent-as-ai-powers-strong-earnings-and-guidance.html)'Eternal' 5D memory crystal capable of storing 360 TB of data for billions of years now holds a full human genome (https://www.techradar.com/pro/eternal-5d-memory-crystal-capable-of-storing-360-tb-of-data-for-billions-of-years-now-holds-a-full-human-genome)AI Company Asks Job Applicants Not to Use AI in Job Applications (https://www.404media.co/anthropic-claude-job-application-ai-assistants/)OpenAI's nightmare: Deepseek R1 on a Raspberry Pi (https://www.youtube.com/watch?v=o1sN1lB76EA)Why Chinese AI has stunned the world (https://www.economist.com/briefing/2025/01/23/chinas-ai-industry-has-almost-caught-up-with-americas)Why the AI world is suddenly obsessed with a 160-year-old economics paradox (https://www.npr.org/sections/planet-money/2025/02/04/g-s1-46018/ai-deepseek-economics-jevons-paradox)OpenAI Furious DeepSeek Might Have Stolen All the Data OpenAI Stole From U (https://www.404media.co/openai-furious-deepseek-might-have-stolen-all-the-data-openai-stole-from-us/)e (https://www.theregister.com/2025/01/31/dell_ends_hybrid_work_policy/)Exposed DeepSeek Database Revealed Chat Prompts and Internal Data (https://www.wired.com/story/exposed-deepseek-database-revealed-chat-prompts-and-internal-data/)Gurman: Apple (https://9to5mac.com/2025/02/02/gurman-new-apple-icloud-service-confetti-invites-calendar/) is (https://9to5mac.com/2025/02/02/gurman-new-apple-icloud-service-confetti-invites-calendar/) launching new iCloud service as soon as this week, codenamed "Confetti" - 9to5Mac (https://9to5mac.com/2025/02/02/gurman-new-apple-icloud-service-confetti-invites-calendar/)NonsenseFunny note from JP Morgan Analyst about Tesla (https://www.threads.net/@benedictevans/post/DFndhwcuns9?xmt=AQGze1GhEGDyhgVKOFI0AvRmZmyXmlvD15_aHHWFTSthcw)Waffle House is passing along the sky (https://apnews.com/article/waffle-house-eggs-bird-flu-89025262684f051bdf8f7350dcf1613a)- (https://apnews.com/article/waffle-house-eggs-bird-flu-89025262684f051bdf8f7350dcf1613a)high cost of eggs to diners with a 50 (https://apnews.com/article/waffle-house-eggs-bird-flu-89025262684f051bdf8f7350dcf1613a)- (https://apnews.com/article/waffle-house-eggs-bird-flu-89025262684f051bdf8f7350dcf1613a)cent surcharge (https://apnews.com/article/waffle-house-eggs-bird-flu-89025262684f051bdf8f7350dcf1613a)Optimized Charging (https://optional.is/required/2025/01/28/optimized-charging/)Listener FeedbackChatGPT Explains the difference between ‘.bashrc` and .bash_profile (https://chatgpt.com/share/67a26e2f-be74-8006-b08e-e8691d7fd654)Optimized Charging (https://optional.is/required/2025/01/28/optimized-charging/)ConferencesCivo Navigate North America (https://www.civo.com/navigate/north-america), San Francisco, Feb 10-11, 2025DevOpsDayLA (https://www.socallinuxexpo.org/scale/22x/events/devopsday-la) at SCALE22x (https://www.socallinuxexpo.org/scale/22x), March 6-9, 2025, discount code DEVOPVMUG NL (https://vmugnl.nl), March 12th, Coté speaking.DevOpsDays Chicago (https://devopsdays.org/events/2025-chicago/welcome/), March 18th, 2025.SREday London (https://sreday.com/2025-london-q1/), March 27-28, Coté speaking (https://sreday.com/2025-london-q1/Michael_Cote_VMware__Pivotal_Platform_Engineering_for_Private_Cloud). 10% with code LDN10.Monki Gras (https://monkigras.com/), London, March 27-28, Coté speaking.Cloud Foundry Day US (https://events.linuxfoundation.org/cloud-foundry-day-north-america/), May 14th, Palo Alto, CANDC Oslo (https://ndcoslo.com/), May 21-23, speaking.KubeCon EU (https://events.linuxfoundation.org/kubecon-cloudnativecon-europe/), April 1-4, London.SDT News & CommunityJoin 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.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com)Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk)Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt)Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com)RecommendationsBrandon: Blackstone Griddle (https://blackstoneproducts.com/products/iron-forged-36in-griddle-w-hood)Matt: (https://www.flaminglips.com) The Flaming Lips Live (https://www.flaminglips.com)Coté:ChatGPT Canvas (https://openai.com/index/introducing-canvas/)Couches (https://www.facebook.com/reclaimitpdx/posts/2381969248637599/?_rdr) (direct link (https://www.artworkarchive.com/profile/mcmurry/artwork/couches-of-st-johns-zine?collection=souvenir)).Photo CreditsHeader (https://optional.is/required/wp-content/uploads/2025/01/chargers.jpg)Artwork (https://unsplash.com/photos/white-and-red-baseball-ball-hDJcl5h4RWc)