Alphabet earnings. Claude goes to the Superbowl. Why AI brand loyalty isn’t even remotely a thing yet. And is the whole Marc Andreessen theory of software eating the world in the process of being eaten by AI? Wall Street is worried about that very scenario.



Google set to double AI spending to $185bn after strong earnings (FT)


OpenAI Frontier is a single platform to control your AI agents (The Verge)


Anthropic says ‘Claude will remain ad-free,’ unlike ChatGPT (The Verge)


Microsoft’s Pivotal AI Product Is Running Into Big Problems (WSJ)


New Data: OpenAI’s Lead Is Contracting as AI Competition Intensifies (Big Technology)


Threat of New AI Tools Wipes $300 Billion Off Software and Data Stocks (WSJ)


AI Won’t Kill the Software Business, Just Its Growth Story (WSJ)


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