SaaS stocks are selling off hard as investors start pricing in AI agents as a direct threat to software’s growth, margins, and seat-based business models. This episode unpacks why markets suddenly believe something fundamental has shifted — and why claims of a full software apocalypse are overstated but directionally real. In the headlines, a rare public fight breaks out after Anthropic uses its first Super Bowl ads to attack AI advertising itself, prompting an unusually sharp response from OpenAI and exposing growing tension over how the AI industry wants to be seen.
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Zencoder - From vibe coding to AI-first engineering - http://zencoder.ai/zenflow
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Section - Build an AI workforce at scale - https://www.sectionai.com/
LandfallIP - AI to Navigate the Patent Process - https://landfallip.com/
Robots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/
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