About this episode
This week, we discuss cloud earnings, what’s driving valuations, and why AWS says it’s still early innings for cloud. Plus, Coté does a deep dive on Shipley Donuts.
Watch the YouTube Live Recording of Episode 532
Runner-up Titles
Dangerous to do things in bed
Free Donut Holes
Dark Fiber
BET
A man can not believe anything that devalues their index funds.
They just open sourced last year’s homework.
It doesn’t use as many emdashes
Anchorman Vibes
Rundown
AI & Cloud Trends for July 2025
Cloud Earnings
Microsoft posts Q4 beat on top and bottom line on cloud, AI strength
Clouded Judgement 8.1.25 - The AI Operating Model
Richard Seroter's Architecture Musings
AI
OpenAI’s new waited model whatever
Simon Willson says local tool calling might be better
Exclusive: OpenAI Secures Another Giant Funding Deal
OpenAI has made $5.25 billion in 2025 so far, and Anthropic $1.5bn. In both cases, I have found a pattern of deceptive leaks of annualized revenues to suggest they're making far more.
Relevant to your Interests
How Olipop is sweetening the PTO deal for employees
Anaconda Secures $150M Funding, Hits $1.5B Valuation
Figma raises $1.2 billion, creating new playbook for going public in the summer
