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

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