This week, we discuss the future of SaaS, OpenAI vs. Anthropic strategies, and cloud capex. Plus, when will you let an AI book your flights?
Watch the YouTube Live Recording of Episode 559
Runner-up Titles
Do we get to eat Moon Pies?Some days it’s just me and the AIWe have a LinkedIn pageThe state of the world has not gotten better, it’s just moved to KubernetesTrained on the Corpse of Stack Overflow.We just have to get the files rightIt is all just filesIt’s all an OODA loopRinse and reply.Is Software dead?Your margin is my yacht.claude-travel.mdVegans have morals thoughRundown
DriftlessAF: Introducing Chainguard Factory 2.0Is Software dead?Clouded Judgement 2.6.26 - Software Is Dead...Again...For Real this Time...Maybe?Anthropic’s breakout moment: how Claude won business and shook marketsBesiegedThe $285 Billion 'SaaSpocalypse' Is the Wrong PanicThe "whole product" is more relevant than everCloud EarningsMicrosoft Q2 earnings beat on top and bottom lines as cloud revenue tops $50 billion, but stock fallsMicrosoft stock plunges as Wall Street questions AI investmentsA day of reckoning for the AI boomOracle says it plans to raise up to $50 billion in debt and equity this yearGoogle Earnings Beat. Cloud Computing Momentum Builds Amid Spending BoomAmazon stock falls 10% on $200 billion spending forecast, earnings missAmazon’s $200 Billion Spending Plan Raises Stakes in A.I. Race[Follow the CAPEX: Cloud Table Stakes 2024 Retrospective](http://(https://platformonomics.com/2025/02/follow-the-capex-cloud-table-stakes-2024-retrospective/)Amazon Earnings, CapEx Concerns, Commodity AIGoogle's parent company raises billions of dollars in debt saleOpenAI DramaAmazon in Talks to Invest Up to $50 Billion in OpenAIThe $100 Billion Megadeal Between OpenAI and Nvidia Is on IceSam Altman got exceptionally testy over Claude Super Bowl ads | TechCrunchOpenAI will reportedly start testing ads in ChatGPT todayRelevant to your Interests
Deploying Moltbot (Formerly Clawdbot)Apple tops Q1 earnings estimates on record-breaking iPhone salesClouded Judgement 1.30.26 - Software is Dead...Again!Leaders, gainers, and unexpected winners in the Enterprise AI arms raceAll Enterprise software is deadThe Dumbest Thing I’ve Seen This WeekSpaceX acquires xAI in record-setting deal as Musk looks to unify AI and space ambitionsAWS destiny: becoming the next LumenCloudBees CEO: Why Migration Is a Mirage Costing You MillionsXcode 26.3 unlocks the power of agentic codingThe world is trying to log off U.S. techAnthropic's newest AI model uncovered 500 zero-day software flaws in testingDHH on OpenClawAdam Jacob really likes AI code generationCautionary Tales – The WOW Machine Stops (Part 2)Kyndryl Shares Halved Amid CFO Departure, Accounting ReviewOur $200M Series C / OxidePresentations — Benedict EvansMatrix messaging gaining ground in government ITHello Entire World · Entire BlogFormer GitHub CEO raises record $60M dev tool seed round at $300M valuationFrom magic to malware: How OpenClaw's agent skills become an attack surfaceNonsense
What If the Sensors on Your Car Were Inspecting Potholes for the Government? Honda Found OutSuperbowl Ad 404Conferences
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