#196: SaaSpocalypse, Claude Super Bowl Ad, SpaceX Acquires xAI & Claude Opus 4.6

#196: SaaSpocalypse, Claude Super Bowl Ad, SpaceX Acquires xAI & Claude Opus 4.6

Is the SaaS business model dead? Wall Street just wiped out $300B in software value as fears grow that AI agents will replace human seats. Paul and Mike break down the market drop, Anthropic’s Super Bowl ads targeting OpenAI, and the rise of "Move 37" moments where experts admit AI superiority. Plus: SpaceX buys xAI, Claude Opus 4.6, and the $650B race for compute.

Show Notes: Access the show notes and show links here

Click here to take this week's AI Pulse.

Timestamps:

00:00:00 — Intro

00:04:14 — AI Pulse Results

00:06:24 —SaaS Apocalypse

00:23:53 — Anthropic Super Bowl Ad

00:33:56 — The Move 37 Moment for Everyone

00:47:39 — SpaceX Acquires xAI

00:50:55 — Claude Opus 4.6

00:56:00 — GPT-5.3 Codex

00:59:10 — OpenAI Frontier

01:04:48 — The AI Capex Wars

01:11:01 — Latest on AI Impact on Jobs

01:14:52 — Agentic CRMs

01:17:41 — AI Product and Funding Updates

Today’s episode is also brought to you by our AI for Agencies Summit, a virtual event taking place from 12pm - 5pm ET on Thursday, February 12.

The AI for Agencies Summit is designed for marketing agency practitioners and leaders who are ready to reinvent what’s possible in their business and embrace smarter technologies to accelerate transformation and value creation.

There is a free registration option, as well as paid ticket options that also give you on-demand access after the event. To register, go to www.aiforagencies.com

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#245: OpenAI DevDay and Dots, OpenAI’s Safety Crisis, Trump Renames Artificial Intelligence & Anthropic Targets Pre-Thanksgiving IPO Ad:

#245: OpenAI DevDay and Dots, OpenAI’s Safety Crisis, Trump Renames Artificial Intelligence & Anthropic Targets Pre-Thanksgiving IPO Ad:

An OpenAI safety researcher resigned and published an essay arguing the company's safety culture can't keep up with its own release pace; the same week OpenAI fired three safety researchers and cancel...

6 Loka 1h 32min

#244: How Alibaba.com Is Building the Future of Agent-to-Agent Commerce

#244: How Alibaba.com Is Building the Future of Agent-to-Agent Commerce

Kuo Zhang, president of Alibaba.com, believes B2B commerce is becoming agent-to-agent. He joins Mike Kaput to explain Accio, Alibaba.com's agent platform, and how it collapses a 60-step sourcing proce...

1 Loka 47min

#243: GPT-6 Sol and Luna, Opus 5.5, the New Microsoft Copilot, Jensen Huang vs. AI Doomers & Introducing AI Score

#243: GPT-6 Sol and Luna, Opus 5.5, the New Microsoft Copilot, Jensen Huang vs. AI Doomers & Introducing AI Score

Three big model updates landed at once, GPT-6 Sol and Luna, Claude Opus 5.5, and Microsoft's redesigned Copilot, and the story isn't raw intelligence, it's reliability, efficiency, and a new "per-task...

29 Syys 1h 31min

#242: How Baptist Health’s Marketing Team Took the Lead on AI Transformation

#242: How Baptist Health’s Marketing Team Took the Lead on AI Transformation

One task at Baptist Health used to take about 10 hours a week. Now it takes roughly two minutes, and that's just one piece of a two-year AI transformation. Christine Kotler, Chief Marketing & Communic...

24 Syys 44min

#241: Pacing the Frontier Gets Political, Why AI Labs Could Keep the Best Models for Themselves & Introducing the AI Transformation Blueprint

#241: Pacing the Frontier Gets Political, Why AI Labs Could Keep the Best Models for Themselves & Introducing the AI Transformation Blueprint

AI-safety pacing became a political fight this week: Trump versus a bipartisan push, with data centers and the midterms in the middle. Paul and Mike go deeper on the part that matters more: the wideni...

22 Syys 1h 36min

#240: How David’s Bridal Is Rebuilding a 76-Year-Old Business Around AI

#240: How David’s Bridal Is Rebuilding a 76-Year-Old Business Around AI

David's Bridal was built around one thing for 75 years: the dress. In this AI Transformations episode, Elina Vilk (President & Chief Business Officer) and Mike Ball (Head of Product) join Mike Kaput t...

17 Syys 36min

#239: Labs Agree to Pace AI, OpenAI’s Math Breakthrough, AI Jobs Apocalypse Postponed & Jensen Declares AGI

#239: Labs Agree to Pace AI, OpenAI’s Math Breakthrough, AI Jobs Apocalypse Postponed & Jensen Declares AGI

A former OpenAI and Anthropic researcher resigned with a warning that went viral, reigniting the "should we slow down?" debate. Then OpenAI said an internal model solved the Navier–Stokes Millennium P...

15 Syys 1h 34min

#238: How a 700-Person Bank Is Using AI to Build Apps, Agents, and Digital Employees

#238: How a 700-Person Bank Is Using AI to Build Apps, Agents, and Digital Employees

A smaller bank replaced a $375,000 software contract by building its own tool, and now runs named "digital employees" that answer tickets, review its websites, and message staff in Teams. This is what...

10 Syys 38min

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