Alex Kantrowitz
Alex Kantrowitz
@alex.kantrowitz·59K subscribers·508 videos

Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles

Posted

February 9, 2026

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16,401

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) AI worries crush software stocks 2) Why is software in the crosshairs? 3) Is it vibecoding or that software becomes an input into AI bots 4) Why software might make it through 5) Anthropic's legal plugin that set it off 6) Okay, so no AI bubble? 7) Anthropic's Super Bowl ad attacks OpenAI 8) OpenAI's response 9) OpenAI losing share to rival chatbots 10) What the hell is happening to Bitcoin? 11)

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Guests & Subjects Covered

Ranjan RoyAnthropic's Super BowlSoftware Development Market ReactionsAI Innovations AnthropicImplications Market DynamicsCompetitors NvidiaLeadership Challenges

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