This week we discuss Snowflake’s IPO, Forrester’s Multicloud Container Wave and Nvidia buying ARM. Plus, an extensive discussion of what constitutes a breakfast taco.

The Rundown

IPOsSnowflake shares more than double. It's the biggest software IPO everWorth more than VMware.

Sumo Logic's IPO prices above the expected range

Tech investors await IPO bonanza next week, highlighted by Snowflake and Unity, even as market looks shaky

MulticloudRed Hat Named a Leader in Forrester Multicloud Container Development Platforms Wave

VMware Bets On Enterprises Wanting Kubernetes And Virtualization Mashup

Simplify Your Approach to Application Modernization with 4 Simple Editions for the Tanzu Portfolio

Tiffany’s overview of VMware Tanzu kubernetes stuff.

ARMSoftBank is reportedly preparing to sell ARM to Nvidia for more than $40 billion

Arm co-founder starts ‘Save Arm’ campaign to keep independence amid $40B Nvidia deal

Nvidia’s Integration Dreams

It’s Official- NVIDIA Acquires Arm For $40B To Create What Could Be A Computing Juggernaut

SiPearl Lets Rhea Design Leak: 72x Zeus Cores, 4x HBM2E, 4-6 DDR5

AWS is bursting with pride for its Arm CPU cores – so much it’s put them behind a burstable instance type

Relevant to your Interests

Hyland enters definitive agreement to acquire Alfresco

Mellanox Technologies now called NVIDIA Networking after acquisition

Oracle's stock jumps as company returns to growth

Michael Dell: ‘We Are Not Selling VMware’

VMware Cuts Pay for Remote Workers Fleeing Silicon Valley

Kubernetes is an enterprise architecture

Using JAAS in the Cloud Era

GitLab’s radical vision for the future of remote work

Roam Research – A note taking tool for networked thought.

Marc Andreessen On Productivity

Building YouTube Shorts, a new way to watch & create on YouTube

Microsoft's underwater data centre resurfaces after two years

The S-1 Club | Unity is Manifesting the Metaverse

Amazon's profits, AWS and advertising — Benedict Evans

A $200 Million Seed Valuation - Shows Investor Frenzy for Note-Taking Apps

A Whistleblower Says Facebook Ignored Global Political Manipulation

Microsoft Says Its Bid for TikTok Was Rejected in U.S.-China Standoff

TikTok Reaches Deal to Sell U.S. Operations to Oracle | Digital Trends

Oracle poised to become TikTok's U.S. technology partner after Chinese owners reject Microsoft's bid

Nonsense

The billionaire behind 'Fortnite' has played over 1,600 matches without anyone knowing it was him

Paul Rudd, Certified Young Person

Sponsors

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Conferences

Devops World 2020 by CloudBees | The Future of DevOps & Jenkins. September 22-24, 2020

EnvoyCon 2020 October 15, 2020

KubeCon + CloudNativeCon November 17 – 20

SDT news & hype

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Brandon built the Quick Concall iPhone App and he wants you to buy it for $0.99.

Use the code SDT to get $20 off Coté’s book, Digital WTF, so $5 total.

Recommendations

Matt: Supersizers Go.

Brandon: Raised by Wolves.

Coté: Beyond the Phoenix Project.

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