{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Keen On America","title":"Whoosh! That Really Was a Week in Tech: Winner-Take-All AI and the $1 Trillion Selloff","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/5943360a\"></iframe>","width":"100%","height":180,"duration":2227,"description":"\"I didn't use my own software this week because the OpenAI agents were better. And that's me retiring my own software.\" — Keith Teare\nSomething broke this week. Both Anthropic and OpenAI launched multi-agent systems—\"agent swarms\"—that don't just assist with tasks but replace custom-built software entirely. The market noticed: Adobe, Salesforce, Workday, and other legacy SaaS companies saw their stocks collapse in what some are calling a trillion-dollar selloff. Keith Teare joins Andrew Keen on Super Bowl weekend to unpack what may be the most consequential week in AI since ChatGPT launched.\nThe conversation ranges from the Anthropic-OpenAI advertising spat (Dario Amodei's Super Bowl ad vs. Sam Altman's \"online tantrum\") to the deeper structural shifts: Microsoft and Amazon becoming utilities, Google betting $185 billion on an AI-first pivot, and Elon Musk merging SpaceX with xAI to put data centers in space. Along the way, Teare and Keen debate whether the AI race is a myth or a wacky race, whether venture capital is in crisis, and what happens to human labor when agents do the work.\n\nAbout the Guest\nKeith Teare is a British-American entrepreneur, investor, and technology analyst. He co-founded RealNames Corporation, a pioneering internet company, and later served as Executive Chairman of TechCrunch. He is the founder of That Was The Week and SignalRank, and publishes a widely-read weekly newsletter on technology, venture capital, and the business of innovation. He brings four decades of experience in Silicon Valley to his analysis of the AI revolution.\n\nChapters:\n00:00 Super Bowl and the Anthropic ad\nThe spat between Dario Amodei and Sam Altman\n01:09 \"Fundamentally dishonest\"\n Keith's take on the ad war and who's really Dick Dastardly\n05:47 Anthropic's breakout week\n Claude Opus 4.6 and the agent swarm launch\n06:48 OpenAI Codex\n Multiple agents collaborating on tasks in 10-15 minutes\n07:42 \"It replaces software\"\n Keith retires his own custom-built tools\n08:16...","thumbnail_url":"https://img.transistorcdn.com/bCpvkYgrorWYCv4ujOodZ7o-xqCKvQH-YHlEI5E7zpw/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS83NDM2/MGJjOTYyNjBkYzJi/ZDVhMTUwZDgwMWE3/ZDk3OS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}