Big Technology Podcast · Alex Kantrowitz

Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles

·1 hr 4 min·4 clips

Sam Altman says Anthropic’s Super Bowl ads are 'deceptive' and calls the company 'one authoritarian company.'

Software stocks are under pressure. The hosts open with the market's shift from asking whether AI is a bubble to worrying that AI may work so well that software companies get hit. That is the setup. They point to autonomous coding tools as part of why the story feels different now, because AI is starting to look like labor instead of a novelty. The shift feels fast. More people are seeing it with their own eyes, or trying something themselves, and that is when the light bulbs go on. Josh Brown's point gets a mention. The market, in just a couple of months, has gone from asking whether AI is a bubble to wondering whether software is dead. The hosts do not leave that as a slogan. They tie the fear to the practical impact on white-collar work and on the companies that sell tools into that work. A Derek Thompson take comes up next. He argues that AI could become the home screen for a huge share of white-collar workers and that parallel agents will be deployed at a huge scale. The show likes that line. It keeps the stakes high without losing the basic business question underneath. Then the conversation turns to the OpenAI and Anthropic feud. The Super Bowl ad fight gives the episode a more personal industry edge, because it is not just about model quality but about who gets to own the public story around AI. Amazon is the other headline. Its spending and the stock's drop spook investors, and the hosts fold that fear into the same broader argument about how much money the AI race will consume. Wednesday is teased, too. The episode ends by pointing to Sarita Ramaswamy of Snowflake as the next guest, while tossing off the joke that software may die but consulting will not, which is a neat little summary of the week's mood.

As heard by us

A sharp look at why the software trade is suddenly rattled by AI.

This episode reads more like a market brief than a gadget review, using the software wipeout to argue that the AI fight has moved past bubble talk and into real worries about software itself.

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Why you'd press play

When software feels exposed, this gives you the sharpest market argument.

Read the full recommendation in PlayNext →

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