EPISODE · Feb 10, 2026 · 1H 21M
#196: SaaSpocalypse, Claude Super Bowl Ad, SpaceX Acquires xAI & Claude Opus 4.6
from The Artificial Intelligence Show · host Paul Roetzer and Mike Kaput
Is the SaaS business model dead? Wall Street just wiped out $300B in software value as fears grow that AI agents will replace human seats. Paul and Mike break down the market drop, Anthropic’s Super Bowl ads targeting OpenAI, and the rise of "Move 37" moments where experts admit AI superiority. Plus: SpaceX buys xAI, Claude Opus 4.6, and the $650B race for compute. Show Notes: Access the show notes and show links here Click here to take this week's AI Pulse. Timestamps: 00:00:00 — Intro 00:04:14 — AI Pulse Results 00:06:24 —SaaS Apocalypse 00:23:53 — Anthropic Super Bowl Ad 00:33:56 — The Move 37 Moment for Everyone 00:47:39 — SpaceX Acquires xAI 00:50:55 — Claude Opus 4.6 00:56:00 — GPT-5.3 Codex 00:59:10 — OpenAI Frontier 01:04:48 — The AI Capex Wars 01:11:01 — Latest on AI Impact on Jobs 01:14:52 — Agentic CRMs 01:17:41 — AI Product and Funding Updates Today’s episode is also brought to you by our AI for Agencies Summit, a virtual event taking place from 12pm - 5pm ET on Thursday, February 12. The AI for Agencies Summit is designed for marketing agency practitioners and leaders who are ready to reinvent what’s possible in their business and embrace smarter technologies to accelerate transformation and value creation. There is a free registration option, as well as paid ticket options that also give you on-demand access after the event. To register, go to www.aiforagencies.com Visit our website Receive our weekly newsletter Join our community: Slack LinkedIn Twitter Instagram Facebook Looking for content and resources? Register for a free webinar Come to our next Marketing AI Conference Enroll in our AI Academy
What this episode covers
Is the SaaS business model dead? Wall Street just wiped out $300B in software value as fears grow that AI agents will replace human seats. Paul and Mike break down the market drop, Anthropic’s Super Bowl ads targeting OpenAI, and the rise of "Move 37" moments where experts admit AI superiority. Plus: SpaceX buys xAI, Claude Opus 4.6, and the $650B race for compute. Show Notes: Access the show notes and show links here Click here to take this week's AI Pulse. Timestamps: 00:00:00 — Intro 00:04:14 — AI Pulse Results 00:06:24 —SaaS Apocalypse 00:23:53 — Anthropic Super Bowl Ad 00:33:56 — The Move 37 Moment for Everyone 00:47:39 — SpaceX Acquires xAI 00:50:55 — Claude Opus 4.6 00:56:00 — GPT-5.3 Codex 00:59:10 — OpenAI Frontier 01:04:48 — The AI Capex Wars 01:11:01 — Latest on AI Impact on Jobs 01:14:52 — Agentic CRMs 01:17:41 — AI Product and Funding Updates Today’s episode is also brought to you by our AI for Agencies Summit, a virtual event taking place from 12pm - 5pm ET on Thursday, February 12. The AI for Agencies Summit is designed for marketing agency practitioners and leaders who are ready to reinvent what’s possible in their business and embrace smarter technologies to accelerate transformation and value creation. There is a free registration option, as well as paid ticket options that also give you on-demand access after the event. To register, go to www.aiforagencies.com Visit our website Receive our weekly newsletter Join our community: Slack LinkedIn Twitter Instagram Facebook Looking for content and resources? Register for a free webinar Come to our next Marketing AI Conference Enroll in our AI Academy
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#196: SaaSpocalypse, Claude Super Bowl Ad, SpaceX Acquires xAI & Claude Opus 4.6
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