The AI Revolution Call: Is Software Truly Dead??

from The AI Revolution Call · host che10000daysf

Cody Willard, Bryce Smith, Craig Delaune, and John De Oliveira go LIVE to discuss the SaaSpocalypse, CapEx Concerns, phone ads, and more! 🔥 In This Livestream, We Will Analyze & Debate: 🔥 The SaaSpocalypse - Software has bounced back, but for how long? We discuss the long term effects of AI on Software as the models get more capable. 800 Billion? How big is 800 billion actually? We discuss the current hyperscaler CapEx outlook, and why we believe the more money they spend, the better. AI ads in the Superbowl, but what about Ads in AI? We discuss OpenAI vs. Anthropic's Superbowl Ad campaigns, and what the landscape for AI ads looks like going forward. Is your phone listening to you? Why are ads so efficient, and how better can they get? We debate the conspiracy theories behind phone's listening to you to inform ad algorithms, and why (most) of us believe this is malarky. We are here to help you cut through the noise! This discussion is all about providing you with real insights into how AI is creating measurable value right now. Forget the speculation—we're focused on the revolution that's already happening. You don't want to miss it! Join us every Monday at 5:00 PM EST for the Live Stream here on YouTube, on Facebook @ Cody Willard, and on X @codywillard. $QQQ $SPY $NVDA $META $GOOG $MSFT $CRWV $NBIS $AAPl $TSLA $QUBT $QBTS $MSTR $ASTS

What this episode covers

Cody Willard, Bryce Smith, Craig Delaune, and John De Oliveira go LIVE to discuss the SaaSpocalypse, CapEx Concerns, phone ads, and more!🔥 In This Livestream, We Will Analyze & Debate: 🔥The SaaSpocalypse - Software has bounced back, but for how long? We discuss the long term effects of AI on Software as the models get more capable.800 Billion? How big is 800 billion actually? We discuss the current hyperscaler CapEx outlook, and why we believe the more money they spend, the better. AI ads in the Superbowl, but what about Ads in AI? We discuss OpenAI vs. Anthropic's Superbowl Ad campaigns, and what the landscape for AI ads looks like going forward.Is your phone listening to you? Why are ads so efficient, and how better can they get? We debate the conspiracy theories behind phone's listening to you to inform ad algorithms, and why (most) of us believe this is malarky.We are here to help you cut through the noise! This discussion is all about providing you with real insights into how AI is creating measurable value right now. Forget the speculation—we're focused on the revolution that's already happening. You don't want to miss it!Join us every Monday at 5:00 PM EST for the Live Stream here on YouTube, on Facebook @ Cody Willard, and on X @codywillard.$QQQ $SPY $NVDA $META $GOOG $MSFT $CRWV $NBIS $AAPl $TSLA $QUBT $QBTS $MSTR $ASTS