Is the SaaS business model dead? Wall Street just wiped out $300B in software value as fears grow that AI agents will replace human seats. Paul and Mike break down the market drop, Anthropic’s Super Bowl ads targeting OpenAI, and the rise of "Move 37" moments where experts admit AI superiority. Plus: SpaceX buys xAI, Claude Opus 4.6, and the $650B race for compute.
Show Notes: Access the show notes and show links here
Click here to take this week's AI Pulse.
Timestamps:
00:00:00 — Intro
00:04:14 — AI Pulse Results
00:06:24 —SaaS Apocalypse
00:23:53 — Anthropic Super Bowl Ad
00:33:56 — The Move 37 Moment for Everyone
00:47:39 — SpaceX Acquires xAI
00:50:55 — Claude Opus 4.6
00:56:00 — GPT-5.3 Codex
00:59:10 — OpenAI Frontier
01:04:48 — The AI Capex Wars
01:11:01 — Latest on AI Impact on Jobs
01:14:52 — Agentic CRMs
01:17:41 — AI Product and Funding Updates
Today’s episode is also brought to you by our AI for Agencies Summit, a virtual event taking place from 12pm - 5pm ET on Thursday, February 12.
The AI for Agencies Summit is designed for marketing agency practitioners and leaders who are ready to reinvent what’s possible in their business and embrace smarter technologies to accelerate transformation and value creation.
There is a free registration option, as well as paid ticket options that also give you on-demand access after the event. To register, go to www.aiforagencies.com
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