Twilio and Atlassian Exit SaaS Jail

AGENDA:

00:00 – Mag Seven Earnings: The "Super Bowl" of Tech Results

04:45 – Google's Cloud Explosion & The AI Search "Disruption" That Never Came

15:53 – Microsoft's $190B Bet: Is AI the Only Thing Keeping Growth Flat?

21:59 – Meta's $150B Future Bet vs. Wall Street's Need for Spreadsheets

28:50 – Palantir's Home Run: Why Big Companies Spend Big Money on AI

38:43 – Apple's Quiet Consistency & The Stealth Inflation of Memory Chips

41:11 – The SaaS Apocalypse Over? Atlassian and Twilio Lead the Re-acceleration

50:50 – Anthropic's $50B Raise & The Math Behind Token vs. Salary Spend

01:05:59 – Sierra's $15B Valuation: Replacing the $400B Customer Service Labor Market

01:13:39 – Musk vs. Altman Trial: Statute of Limitations, Standing, & Private Diaries

01:17:42 – The End of Managers? Brian Armstrong & The Rise of the "Individual Contributor"