China just killed a $2 billion deal, and Zuck is officially left at the altar. This week, we’re breaking down the absolute chaos of the blocked Manus AI acquisition, from the "missing" CEOs to the Chinese government flex that just reminded everyone who’s actually in charge of the IP. We’re also calling out the "vibe-coding" of it all—because let’s be honest, Manus basically just control-C, control-V’d the entire Claude brand.
But the B2B mess doesn't stop there:
The Rematch: Salesforce and Slack file a new lawsuit against Microsoft - is the Teams bundling fight ever going to end?
The New Overhead: Your AI bill is officially bigger than your payroll, and the launch of Claude Design just exposed which AI-native companies are actually in trouble.
The Pivot: Anthony Pierri and Arnav Bhardwaj argue that Lovable’s move into "agents" puts them in a direct collision course with the giants.
Plus the latest LinkedIn plagiarism drama with two big creators (Lewis Kemp and Louis Butterfield).
02:01 - China Blocks Meta’s $2B Manus AI Deal
07:32 - Salesforce & Slack Sue Microsoft Over Teams Bundling
12:10 - LinkedIn Copycat Drama: Louis Butterfield Gets Caught
25:30 - AI Exhaustion Is Becoming Very Real
30:40 - “If You Sell Marketing Services, Why Are You Doing Cold Outbound?”
42:42 - The Wildest Cold Outreach Email We’ve Ever Seen
50:09 - Google Commits $43B to Anthropic
53:08 - Why CTOs Are Leaving Big Companies for Anthropic
55:11 - Your AI Bill Is Bigger Than Payroll
1:00:29 - DeepSeek’s New Model Is 100x Cheaper Than ChatGPT
1:01:55 - OpenAI & Anthropic Hit With API Reliability Complaints
1:06:12 - Lovable’s Pivot to Agents Puts It Against OpenAI & Anthropic
1:09:20 - Final Thoughts & Outro
If you’ve got a take, drop it in the comments or send this to someone who needs it.
Tim Davidson – https://www.linkedin.com/in/tadavidson41
Tas Bober – https://www.linkedin.com/in/tasbober
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