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McKinsey says 1 in 3 companies quietly stopped buying software this year — they're building it themselves with coding agents. The next day, Salesforce reported its strongest quarter in four years and called the SaaSpocalypse "nonsense." Software isn't dying. It's being repriced. Top stories for wee…
Ludvig Strand has one of the more unusual seats in AI — future analyst across 300+ companies at Axel Johnson Group. In this conversation, we cover why most AI strategies are just "lamps on the ceiling," why agents behave like labor rather than software, and why the real edge is pointing AI at what …
Last week the open-weight model was the escape hatch from vendor lock-in. This week it got smaller three ways at once — Chinese open models arrived with strings attached, DeepSeek raised prices behind a discount headline, and the financing behind AI infrastructure revealed itself as circular. Top s…
The AI agent got a wallet, an identity, and a set of tools this week. Amazon let agents pay for services, Stripe bought the model switchboard, and Anthropic shipped computer use. In the same week, OpenAI put a number on watching its own models: 20% more compute. The watchtower is now a budget line.…
The AI race just stopped being about who builds the smartest model. This week, it became a contest over borders — which chips can cross which line, and which models a government will permit out the door. You can still buy ethical frontier AI. What you can't buy is the guarantee it stays switched on…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Magnus Oxenwaldt است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.