Bricks And Bytes SaaSpocalypse, $300B Wipeout, Death of SaaS, Bedrock Hits $1B+, Anthropic vs OpenAI, Super Bowl Ads, & Stanford Disability Scandal
$300 billion wiped from software stocks in a single week. Is SaaS officially dead or is this the buying opportunity of a decade?
In this episode of Bricks, Bucks & Bytes, Owen, Patric, Dustin, and Martin break down the so-called "SaaSpocalypse" rocking global markets, welcome back Bedrock CTO Kevin Peterson fresh off a massive $270M Series B that puts his autonomous excavator company into unicorn territory, and dissect the hilarious beef between Anthropic and OpenAI playing out on the Super Bowl stage.
Topics discussed:
The $300B+ SaaS valuation crash and whether it's a death sentence or a market correction back to normal
Why software engineers are now "juicing" with AI coding tools and what that means for the industry
Bedrock's journey from Series A to unicorn status, their autonomous excavators on real job sites, and why Google's Capital G is backing them
Where smart money is moving as investors flee software stocks (hint: Europe is winning)
Anthropic's brilliant Super Bowl ad mocking OpenAI's plan to put ads in ChatGPT and Sam Altman's salty response
38% of Stanford students claiming disability for perks and what it says about elite institutions
đź’¬ "LLMs are book smart. They've read every forum on Reddit, every book ever published. But when you get out in the field, it's not in the book." Kevin Peterson, CTO of Bedrock
Watch the full episode now on Youtube. Link in the comments!
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Chapters
00:00 Intro
01:26 The SaaSpocalypse: A New Era for Software
04:51 Market Corrections: The Future of SaaS Valuations
07:21 AI's Role in Software Development
18:54 The Evolution of Software Engineering
24:05 Bedrock's Journey: From Startup to Unicorn
30:49 The Future of Autonomous Construction Vehicles
32:54 Customer Perspectives and Ideal Partnerships
34:59 Safety and Supervision in Automation
36:01 Building a Strong Team for Innovation 4
38:14 Design Considerations for Autonomous Machines
39:40 Investment Trends in Robotics and AI
42:06 The Role of User Interface in Automation
47:20 Investment Strategies in Competitive Spaces
48:24 The Future of Autonomy and AI in Industry
49:35 The Battle of AI Companies: OpenAI vs. Anthropic
56:02 Disability Claims and University Ethics
01:07:06 Super Bowl Predictions and Lighthearted Banter