Episode 552: Tech Strategy: Past, Present, Future

This week, Brian Gracely joins to dissect strategic choices made by Broadcom, Docker, Netflix and Intel. Plus: The AI Bifurcation—are models commodities or product pillars?

Rundown

• Licensing in VMware Cloud Foundation 9.0

• Hardened Images for Everyone

• Introducing Chainguard EmeritOSS

• Netflix to Acquire Warner Bros.

• Anthropic reportedly preparing for one of the largest IPOs

Conferences

• cfgmgmtcamp 2026, February 2nd to 4th, Ghent, BE.

• Coté speaking and doing live SDI with John Willis.

• DevOpsDayLA at SCALE23x, March 6th, Pasadena, CA

• Use code: DEVOP for 50% off.

• Devnexus 2026, March 4th to 6th, Atlanta, GA.

• Whole bunch of VMUGs, mostly in the US. The CFPs are open, go speak at them! Coté speaking in Amsterdam.

• Amsterdam (March 17-19, 2026), Minneapolis (April 7-9, 2026), Toronto (May 12-14, 2026), Dallas (June 9-11, 2026), Orlando (October 20-22, 2026)

SDT News & Community

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• Book offer: Use code SDT for $20 off "Digital WTF" by Coté

• Sponsor the show: [email protected]

Photo Credits

• Header

Special Guest: Brian Gracely.