Episode Details

The "SaaSpocalypse" is officially here as software giants bleed out in the shadow of Nvidia’s massive Vera Rubin reveal and a 10-fold drop in the cost of intelligence. From proactive "Agentic Companions" at MWC to Google’s high-stakes war on the digital spam plague in India, Leonard and Roxy break down why the "Compute Pivot" is turning the silicon world upside down. Strap in for a high-bandwidth look at the Agentic Epoch—where the seats are disappearing, but the power is just getting started.