EPISODE · Feb 5, 2026 · 28 MIN
Is Software Dead?
from The AI Daily Brief: Artificial Intelligence News and Analysis · host Nathaniel Whittemore
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.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcastsRackspace Technology - Build, test and scale intelligent workloads faster with Rackspace AI Launchpad - http://rackspace.com/ailaunchpadZencoder - From vibe coding to AI-first engineering - http://zencoder.ai/zenflowOptimizely Agents in Action - Join the virtual event (with me!) free March 4 - https://www.optimizely.com/insights/agents-in-action/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefSection - 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/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? [email protected]
What this episode covers
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.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcastsRackspace Technology - Build, test and scale intelligent workloads faster with Rackspace AI Launchpad - http://rackspace.com/ailaunchpadZencoder - From vibe coding to AI-first engineering - http://zencoder.ai/zenflowOptimizely Agents in Action - Join the virtual event (with me!) free March 4 - https://www.optimizely.com/insights/agents-in-action/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefSection - 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/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? [email protected]
NOW PLAYING
Is Software Dead?
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.