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