The Bottom Fell Out Of The Software Industry

About this Episode

This week, we discuss AI yes/no deciders, the SaaS apocalypse, Bending Spoons, and Oxide's funding. Plus, why Google Docs still has no dark mode.

Watch the YouTube Live Recording of Episode 594

Runner-up Titles

• Lightweight Mark Zuckerberg
  
• I'm on a mailing list
  
• It respects the dark mode
  
• You can't be Greasemonkeying your way through life
  
• What are the optics of AI?
  
• I was getting into my groove
  
• Is it worth \$7.5 billion dollars
  
• The ArtCrafting people
  
• That is the SaaSpocalypse
  
• You should see the stuff I make in my bathtub
  
• Not everything has to be acquired
  
• The software industry is becoming the CPG industry
  
• The floor has fallen out of the software industry
  
• Brand is king
  
• Horse shampoo in the human shampoo section
  
• I'm doing real work, I need a black background
  
• It felt like the sun
  
• The devil's stream

Rundown

• Jev / TypeSafe: a \$7.5B decision model with no text output
  
  • Andreessen Horowitz Backs Jev Maker at \$7.5 Billion Value
    
  • Understanding Jev, the new model everyone is talking about
    
  • TypeSafe AI Raises \$40 Million Seed Funding At \$200 Million Valuation
    
  • Workday is using TypeSafe's Jev to build user interfaces on the fly
    
  • Andrej Karpathy says only 5,000 people have seen what AI can really do
    
• "Software is over": AI clones of Adobe and Office, and what open source is becoming
  
  • “Software is over”: AI developer takes aim at Adobe with open source clones
    
  • Creator of free Adobe clones unveils open-source Microsoft Office replacements
    
  • Open Source as We Know It Is Dead
    
  • software doesn't need to be readable anymore. it needs to be explainable.
    
  • Bending Spoons Deploys AI to Overhaul Acquired Software Companies
    
• Neocloud money: backlog, concentration and the bond market
  
  • AI computing startup Lambda to raise \$4B ahead of planned IPO
    
  • Axe Compute rings Nasdaq bell with \$3.45B neocloud GPU backlog
    
  • Amazon in Talks to Buy AI Startup Decart for Around \$7 Billion
    
  • Compute constraints help Oxide hit \$6B
    
  • Oxide raises \$445M Series D
    
  • IMF cites AI slowdown, spiking yields as looming global market risks

Relevant to your Interests

• Meta releases its first frontier model, Muse Wonder
  
• Claude now works in Google Docs, Sheets, and Slides
  
• Introducing the Anthropic Cyber Mission
  
• AWS AgentCore security undone by prompt requesting credentials
  
• ComfortDelGro to pull workloads back from public cloud
  
• Broadcom introduces VMware HyperArmor
  
• 11:11 Systems acquires select IBM VMware cloud customers
  
• CME Group announces cloud migration milestones
  
• Redesigning source control at Anthropic
  
• Netflix Lays Off 6% of Employees, Elimination About 1,000 Jobs in Biggest Cutbacks to 
  
• Memphis City Council meeting erupts into chaos over Musk data centers
  
• Conservation group calls moratorium on AI data centers on US public lands
  
• Amazon responds to data center backlash, says it no longer uses NDAs
  
• Oracle's AI data center push hits a power bottleneck

Conferences

• DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting.
  
• VMware User Group, Orlando, Oct 20-22, 2026
  
• VMware Explore London, Nov 18-19, 2006, Coté speaking.
  
• Cloud Native Denmark, Nov 19th, 2026, Coté keynoting, Discount Code: CSVFTW
  
• Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. Coté speaking.
  
• cfgmgmtcamp, Ghent, Belgium, February 1-3, 2027
  
• SCALE 24x Pasadena, CA, April 1-4, 2027

SDT News & Community

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• Book offer: Use code SDT for \$20 off "Digital WTF" by Coté
  
• Sponsor the show
  
• Sponsor more podcasts with Failover Media

Recommendations

• Brandon: YOU CAN SEE EVERYTHING Official Trailer
  
• Matt: What I Talk About When I Talk About Running
  
  • Barkley Marathons
    
  • BrowserFairy
    
• Coté: FileRouter

Edited and produced with PodEditor, the native Mac podcast editor.