Episode 594: The Bottom Fell Out Of The Software Industry

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 Join our Slack community Email the show: [email protected] Free stickers: Email your address to [email protected] Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok 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.