Is Software Eating The World Being Eaten By AI?

Close your eyes, exhale, feel your body relax, and let go of whatever you're carrying today. Well, I'm letting go of the worry that I wouldn't get my new contacts in time for this class. I got them delivered free from one eight hundred contacts. Oh my gosh. They're so fast. And breathe. Oh, sorry. I almost couldn't breathe when I saw the discount they gave me on my first order. Oh, sorry. Namaste. Visit 1800contacts.com today to save on your first order. One eight hundred contacts. Welcome to the Tech Brew ride home for Thursday, 02/05/2026. I'm Brian McCullough. Today, alphabet earnings, Claude goes to the Super Bowl. Why AI brand loyalty isn't even remotely a thing yet? And is the whole Marc Andreessen theory of software eating the world in the process of being eaten by AI? Wall Street is certainly worried about that very scenario. Here's what you missed today in the world of tech. Cap table management. Who needs it? Well, you probably do, but that doesn't mean it should drain your time or derail your budget. Pulley knows there's a better way. That's why they help take the complexity and surprises out of equity management. Pulley's intuitive workflows, built in compliance tools, and decision ready reporting are designed to work for you, not against you. Pulley helps you issue, track, and manage equity, stay compliant with up to date four zero nine a valuations, complete stock based compensation reporting, and more. Learn more and get started at pulley.com/brew. That's pulley.com/brew. Alphabet reported earnings last evening and shock. They're still growing, still making money. Though the stock is down 5% today, I'm not sure if that's related to broader market issues or not. Anyway, what I found pertinent to our interest is Alphabet is increasing its 2026 CapEx forecast to between a 175 and a $185,000,000,000. That is up from the $91,400,000,000 they spent in 2025, so they too are putting the pedal to the metal in terms of AI spend, quoting the Feet. Google said it plans to double its capital expenditure this year to as much as a $185,000,000,000 as strong growth in its advertising and cloud businesses added to the search giant's financial firepower for its huge bet on AI. Chief executive Sundar Pichai has argued that its huge AI investments were supported by big jumps in earnings and cash flow as its advertising revenue continues to climb and AI demand lifted its cloud computing arm. Our CapEx spend this year is an eye toward the future, he said. The demand we are seeing across the board for our services and what we need to invest in Google DeepMind and in cloud is exceptionally strong. Pajai said that despite the big investments in data centers and its own custom AI chips known as TPUs, he still expects demand from its DeepMind research lab and from customers to outstrip the new computing power it can bring online. Investors have been sensitive to trends in …