Is Software Eating The World Being Eaten By AI?

Is Software Eating The World Being Eaten By AI?

Alphabet earnings. Claude goes to the Superbowl. Why AI brand loyalty isn’t even remotely a thing yet. And is the whole Marc Andreessen theory of software eating the world in the process of being eaten by AI? Wall Street is worried about that very scenario. Google set to double AI spending to $185bn after strong earnings (FT) OpenAI Frontier is a single platform to control your AI agents (The Verge) Anthropic says ‘Claude will remain ad-free,’ unlike ChatGPT (The Verge) Microsoft’s Pivotal AI Product Is Running Into Big Problems (WSJ) New Data: OpenAI’s Lead Is Contracting as AI Competition Intensifies (Big Technology) Threat of New AI Tools Wipes $300 Billion Off Software and Data Stocks (WSJ) AI Won’t Kill the Software Business, Just Its Growth Story (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2295)

Zuck’s Personal AI Agent

Zuck’s Personal AI Agent

Mark Zuckerberg has spun up his own AI bot to do his job for him. Or help him do his job quicker, I guess. OpenAI hires an ad guru from Meta. Elon loses a case. Maybe some managers actually want you t...

23 Mar 20min

AI Superapps

AI Superapps

OpenAI is becoming a superapp. Does Amazon really want to try its hand at a smartphone again? Google is making further steps to obviate classic Google Search in that innovator’s dilemma way. And in th...

20 Mar 20min

The AI Race Is Now A Land Grab For Dev And Design Work

The AI Race Is Now A Land Grab For Dev And Design Work

In three parts I’ll make the case that in Q1 of this year, the AI race has become basically a land grab for design and development tasks. MLB fully embraces our new prediction market overlords. Even i...

19 Mar 21min

Crypto Gets Its Rulebook

Crypto Gets Its Rulebook

At long last, the government has issued guidance to crypto on what is or is not allowed. The blowup from gamers has caused Jensen to push back. A tale of contrasting IPOs from wildly different industr...

18 Mar 20min

Westworld For Real

Westworld For Real

All the headlines from Nvidia’s big event yesterday. Can Apple make fetch happen with foldable phones cause nobody else seems to be able to. One hour deliveries is the new, screw it, we’re doing five ...

17 Mar 21min

The Mother Of All Meta Layoffs?

The Mother Of All Meta Layoffs?

Is Meta about to do the mother of all layoffs? New AirPods Max 2. Why OpenAI delayed its sexytime chat… the calls to do so were coming from inside the house. What does it mean if the San Francisco rea...

16 Mar 21min

Is Avocado… Toast?

Is Avocado… Toast?

Meta’s big new AI model is delayed because they still can’t get to state of the art. The social media addiction trial is winding down. All the video apps are going to end up looking exactly like one a...

13 Mar 21min

AI Makes Google Maps Sound Much Better

AI Makes Google Maps Sound Much Better

More AI inspired job cuts. I gotta say, adding AI to Google Maps makes it sound like it might work much, much better. A new entrant into the AI health space. An Iran-war-related hacking takes down a c...

12 Mar 21min

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