Episode Details

This week, we discuss the future of SaaS, OpenAI vs. Anthropic strategies, and cloud capex. Plus, when will you let an AI book your flights?

Watch the YouTube Live Recording of Episode 559

Runner-up Titles

• Do we get to eat Moon Pies?
• Some days it’s just me and the AI
• We have a LinkedIn page
• The state of the world has not gotten better, it’s just moved to Kubernetes
• Trained on the Corpse of Stack Overflow.
• We just have to get the files right
• It is all just files
• It’s all an OODA loop
• Rinse and reply.
• Is Software dead?
• Your margin is my yacht.
• claude-travel.md
• Vegans have morals though

Rundown

• DriftlessAF: Introducing Chainguard Factory 2.0
• Is Software dead?
  • Clouded Judgement 2.6.26 - Software Is Dead...Again...For Real this Time...Maybe?
  • Anthropic’s breakout moment: how Claude won business and shook markets
  • Besieged
  • The $285 Billion 'SaaSpocalypse' Is the Wrong Panic
  • The "whole product" is more relevant than ever
• Cloud Earnings
  • Microsoft Q2 earnings beat on top and bottom lines as cloud revenue tops $50 billion, but stock falls
  • Microsoft stock plunges as Wall Street questions AI investments
  • A day of reckoning for the AI boom
  • Oracle says it plans to raise up to $50 billion in debt and equity this year
  • Google Earnings Beat. Cloud Computing Momentum Builds Amid Spending Boom
  • Amazon stock falls 10% on $200 billion spending forecast, earnings miss
  • Amazon’s $200 Billion Spending Plan Raises Stakes in A.I. Race
  • [Follow the CAPEX: Cloud Table Stakes 2024 Retrospective](http://(https://platform