Uploaded February 2026 | Updated September 2026, 57 minutes ago

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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)

Chapters

00:00 The Software Stock Wipeout
03:31 AI's Impact on Software Business Models
06:03 The Role of AI in Project Management Tools
08:52 The Future of Software Development
11:52 Market Reactions to AI Innovations
14:56 Anthropic vs OpenAI: The Super Bowl Showdown
33:48 Anthropic's Super Bowl Ad Strategy
35:53 OpenAI's Response and Implications
41:10 Market Dynamics and User Experience
44:26 OpenAI's Market Share and Competitors
48:05 Nvidia and OpenAI Relationship
51:23 Bitcoin's Current Status
55:44 Amazon's Stock Performance and Leadership Challenges