Whoosh! That Really Was a Week in Tech

Описание: "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

Something 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.
The 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.

About the Guest
Keith 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.

Chapters:
00:00 Super Bowl and the Anthropic ad
01:09 "Fundamentally dishonest"
05:47 Anthropic's breakout week
06:48 OpenAI Codex
07:42 "It replaces software"
08:16 The trillion-dollar selloff
11:02 Infrastructure vs. innovation
11:45 Google's $185 billion bet
13:15 The SpaceX/xAI merger
15:18 The AI wacky race
17:03 Does AI make us smarter?
18:53 AI growing up, CEOs not
21:06 US job openings hit five-year low
22:44 The VC crisis
25:04 Palantir and Anduril
25:42 Facebook as laggard
26:41 The Washington Post crisis
29:23 Ads in AI
31:26 Spotify's innovation
32:32 Startup of the week
33:45 Om Malik on the end of software distribution
35:41 Super Bowl prediction
36:02 Closing

Links & References
Mentioned in this episode:
That Was The Week newsletter by Keith Teare - https://www.thatwastheweek.com/
Anthropic's Super Bowl ad and ad-free pledge (CNBC) - https://www.cnbc.com/2026/02/04/anthr...
Sam Altman's response to Anthropic ads (TechCrunch) - https://techcrunch.com/2026/02/04/sam...
SpaceX acquires xAI in $1.25 trillion merger (CNBC) - https://www.cnbc.com/2026/02/03/musk-...
The Washington Post layoffs and crisis (Poynter) - https://www.poynter.org/commentary/20...
Om Malik on the evolution of software distribution - https://om.co/2026/02/06/the-greatest...
OpenAI Codex app launch (OpenAI) - https://openai.com/index/introducing-...

About Keen On America
Keen On America is a daily podcast hosted by Andrew Keen, the Anglo-American writer and Silicon Valley insider named by GQ magazine as one of the world’s “100 Most Connected Men.” Every day, Andrew brings his sharp Transatlantic wit to the forces reshaping the United States — interviewing leading thinkers and writers about American history, politics, technology, culture, and business. With nearly 2,800 episodes since the show’s founding on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting.
Website: https://www.keenon.tv/
Substack: https://keenon.substack.com/
YouTube:    / @keenonshow