Episode 522: A 5-star cannot stand

This week, we discuss Apple reversioning macOS, the steady state of private cloud, and Snowflake’s acquisition of CrunchyData. Plus, the eternal quest for a 5-star Uber rating. Watch the YouTube Live Recording of Episode (https://youtube.com/live/2_81_RK24u0?feature=share) 522 (https://youtube.com/live/2_81_RK24u0?feature=share) Runner-up Titles Saudi crypto money You know what humans like? Buses I think we need 10 stars Snow lion Maslow’s hierarchy of enterprise needs The Alexandria datacenter for French Telecom Always be cobbling (https://www.youtube.com/watch?v=J_vSirIJEsY) 20-plus years of Internetting Rundown Apple is reportedly going to rename all of its operating systems (https://www.theverge.com/news/675945/apple-operating-systems-new-name-year-ios-macos) Private Cloud Still a lot - private cloud check-in, Spring 2025 (https://newsletter.cote.io/p/still-a-lot-private-cloud-check-in) Private cloud still matters—but it doesn’t matter most (https://www.infoworld.com/article/3999740/private-cloud-still-matters-but-it-doesnt-matter-most.html) Re: Still a lot of private cloud, numbers of cloud repatriation (higher than I thought) (https://newsletter.cote.io/p/re-still-a-lot-of-private-cloud-numbers?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbc49b775-41bb-4e71-807b-e6a892885c7f_1920x1080.png&open=false) Cloud Repatriation is Getting Complicated (https://www.lastweekinaws.com/blog/cloud-repatriation-is-getting-complicated/?ck_subscriber_id=512840665&utm_source=convertkit&utm_medium=email&utm_campaign=[Last%20Week%20in%20AWS%20Extras]:%20Cloud%20Repatriation%20is%20Getting%20Complicated%20-%2017787123) Snowflake to Buy Crunchy Data for $250 Million (https://www.wsj.com/articles/snowflake-to-buy-crunchy-data-for-250-million-233543ab?mod=Searchresults_pos1&page=1) The AI browser wars are about to begin (https://www.platformer.news/ai-web-browsers-openai-perplexity-opera/?ref=platformer-newsletter&attribution_id=6838e4d00b5b820001b1eff6&attribution_type=post) An Interview with Cursor Co-Founder and CEO Michael Truell About Coding With AI (https://stratechery.com/2025/an-interview-with-cursor-co-founder-and-ceo-michael-truell-about-coding-with-ai/) After Klarna, Zoom's CEO also uses an AI avatar on quarterly call (https://techcrunch.com/2025/05/22/after-klarna-zooms-ceo-also-uses-an-ai-avatar-on-quarterly-call/) The OpenAI board drama is reportedly turning into a movie (https://techcrunch.com/2025/06/03/the-openai-board-drama-is-reportedly-turning-into-a-movie/) Lonny Ross (https://www.imdb.com/name/nm0743622/?ref_=tt_cst_t_14) from 30 Rock Relevant to your Interests Exclusive: Meta splits AI team to move faster (https://www.axios.com/2025/05/27/meta-ai-restructure-2025-agi-llama?utm_source=superhuman&utm_medium=newsletter&utm_campaign=claude-gets-voice-mode&_bhlid=03c16bf9c459c21bcde136b3b7ddcda9c76bf8da) The Monster-Slaying Game You Can Play Almost Anywhere (https://www.nytimes.com/2025/05/21/arts/play-doom-ports.html?unlocked_article_code=1.KU8.W3qp.3oxjIeBU4gMc) DOGE Days (https://sahillavingia.com/doge) Thanks to AI, Gen Z is replacing pitch decks with pitchforks (https://thehustle.co/news/thanks-to-ai-gen-z-is-replacing-pitch-decks-with-pitch-forks) Mark Zuckerberg says Meta AI has 1 billion monthly active users (https://www.cnbc.com/2025/05/28/zuckerberg-meta-ai-one-billion-monthly-users.html?utm_source=tldrai) The Future of Comments is Lies, I Guess (https://aphyr.com/posts/388-the-future-of-comments-is-lies-i-guess) Walmart Enters the Cloud Wars and Challenges Microsoft, Salesforce, Oracle, and SAP (https://cloudwars.com/cloud/walmart-enters-the-cloud-wars-and-challenges-microsoft-salesforce-oracle-and-sap/) It’s Waymo’s World. We’re All Just Riding in It. (https://www.wsj.com/tech/waymo-cars-self-driving-robotaxi-tesla-uber-0777f570?st=uDVyF2&reflink=desktopwebshare_permalink) Exclusive | Meta Aims to Fully Automate Ad Creation Using AI (https://www.wsj.com/tech/ai/meta-aims-to-fully-automate-ad-creation-using-ai-7d82e249) Space Forge raises $30M Series A to make chip materials in space (https://techcrunch.com/2025/05/31/space-forge-raises-30m-series-a-to-make-chip-materials-in-space/) AI company files for bankruptcy after being exposed as 700 Indian engineers (https://www.dexerto.com/entertainment/ai-company-files-for-bankruptcy-after-being-exposed-as-700-human-engineers-3208136/) Clouded Judgement 5.30.25 - Moats in the Age of AI (https://cloudedjudgement.substack.com/p/clouded-judgement-53025-moats-in?utm_source=post-email-title&publication_id=56878&post_id=164602647&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email) Reddit Sues Anthropic, Alleges Unauthorized Use of Site’s Data (https://www.wsj.com/tech/ai/reddit-lawsuit-anthropic-ai-3b9624dd?mod=tech_lead_pos1) Ciroos.AI Emerges From Stealth, Raises $21M To Scale Agentic AI Tool For Operations Teams (https://www.crn.com/news/networking/2025/ciroos-ai-emerges-from-stealth-raises-