Is Software Dead?
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 Open