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Software Defined Talk

Software Defined Talk

Episode 594: The Bottom Fell Out Of The Software Industry

Oct 16, 2026 · 47 min · 10 segments

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…

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 ## SDT News & Community - Join our Slack community - Email the show: [questions@softwaredefinedtalk.com](mailto:questions@softwaredefinedtalk.com) - Free stickers: Email your address to [stickers@softwaredefinedtalk.com](mailto:stickers@softwaredefinedtalk.com) - Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky - Watch us on: Twitch, YouTube, Instagram, TikTok - Book offer: Use code SDT for \\$20 off "Digital WTF" by Coté - Sponsor the show - Sponsor more podcasts with Failover Media ## Recommendations - Brandon: YOU CAN SEE EVERYTHING Official Trailer - Matt: What I Talk About When I Talk About Running - Barkley Marathons - BrowserFairy - Coté: FileRouter Edited and produced with PodEditor, the native Mac podcast editor.

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…

Spotify Apple Podcasts YouTube Website

Speakers: Michael CotéHostBrandon WhichardHostMatt RayHost

Top entities: Google Docs×20 Adobe×19 Microsoft 365×4 Open source×2 macOS×4

Show signals: SuitabilitySafeBiasNot politicalAudience≈1k followers

Google Docs, Markdown, and Dark Mode1:21 – 8:37

Brandon WhichardHost

1:21

good so far.

Brandon WhichardHost

1:21

I think, one, Google Docs is a lot more convenient for people you work with, just in general.

Brandon WhichardHost

1:26

They're familiar with that versus our old provider, Dropbox.

Brandon WhichardHost

1:29

I was able to basically just copy over Markdown files into my Google Drive, and it just opens them.

Brandon WhichardHost

1:34

It's very nice.

Brandon WhichardHost

1:35

It has a nice little three options.

Brandon WhichardHost

1:37

You can basically edit or view, which is nice.

Brandon WhichardHost

1:41

That way, people that don't want to do anything, they can just pick the place that they like.

Brandon WhichardHost

1:46

I will say, though...

Brandon WhichardHost

1:48

And maybe this is just me.

Brandon WhichardHost

1:49

I don't know.

Brandon WhichardHost

1:50

Actually, I learned right before the show, this isn't just me.

Brandon WhichardHost

1:52

So I have gotten very used to editing Markdown with a black background, essentially dark mode.

Brandon WhichardHost

1:59

In fact, I was going to ask, does anyone actually use light mode on the Macs? I feel like no one.

Brandon WhichardHost

2:03

It's a real unusual person, I think, to use light mode.

Brandon WhichardHost

2:07

Because I changed it back the other day.

Brandon WhichardHost

2:09

I was doing some testing.

Brandon WhichardHost

2:11

As a quick aside, I put my Mac in the light mode just to like, or day mode, whatever, just to see if these apps are working.

Brandon WhichardHost

2:17

And it It felt like the sun.

Brandon WhichardHost

2:19

I mean, it was so bright.

Brandon WhichardHost

2:21

Too much.

Brandon WhichardHost

2:22

I almost felt like it was, like I had broken something.

Brandon WhichardHost

2:25

That's why I immediately changed it back.

Brandon WhichardHost

2:27

But where I was going with that was, and I, of course, I use Google Docs a lot and I've kind of gotten used to like, oh yeah, Google Docs is white.

Brandon WhichardHost

2:36

But like, I don't know, for some reason, Markdown needs to be on black background.

Google DocsSoftware ApplicationComputer program
99%20 mentions
AdobeCompanyComputer software company
98%19 mentions
Microsoft 365Software ApplicationSoftware
97%4 mentions
Open sourceEntitySoftware developer
96%2 mentions
macOSSoftware ApplicationOperating system
95%4 mentions
GoogleCompanyTechnology corporation
94%5 mentions
MetaCompanyTechnology company
93%1 mention
Artificial intelligenceEntityProfessional field
92%8 mentions
Cloud computingEntityOrganization type
91%2 mentions
Mark ZuckerbergPersonCEO of Meta
90%2 mentions
chief information officerEntityJob title
89%1 mention
WorkdayCompanySystem software company
88%1 mention
Bending SpoonsCompanySoftware as a service company
86%1 mention
Software as a serviceEntity
86%1 mention
MarkdownEntityProgramming language
85%3 mentions
Geoffrey HuntleyPerson
84%1 mention
Version controlEntitySoftware type
83%1 mention
AdvertisingEntity
80%1 mention
EmailEntity
80%1 mention
ThreadsSoftware ApplicationSocial media service
80%1 mention
TikTokWebsiteCompany
80%1 mention
TwitchEntityTelevision broadcaster
80%1 mention
WikipediaSoftware ApplicationSoftware
77%1 mention
Application softwareEntitySoftware classification
76%2 mentions
MicrosoftCompanyTechnology company
74%2 mentions
FacebookSoftware ApplicationSocial networking service
73%5 mentions
YouTubeWebsiteVideo sharing company
72%4 mentions
Barkley MarathonsEntity
71%3 mentions
Microsoft WordSoftware ApplicationComputer software
70%4 mentions
DellCompanyTechnology company
69%6 mentions
DropboxSoftware ApplicationSoftware
68%3 mentions
What I Talk About When I Talk About RunningBookBook by Haruki Murakami
67%2 mentions
Computer hardwareEntity
66%1 mention
AnthropicCompanyArtificial intelligence company
65%2 mentions
LinkedInSoftware ApplicationSocial networking service
64%2 mentions
MarathonEntity
63%1 mention
NvidiaCompanyAI company
62%7 mentions
BookEntity
61%1 mention
Microsoft OfficeSoftware ApplicationSoftware
60%1 mention
VMwareCompanyComputer software commercial company
59%1 mention
Graphics processing unitEntity
58%4 mentions
StickerEntity
57%2 mentions
EuropeContinentContinent
56%1 mention
Amazon.comCompanyMultinational conglomerate company
55%2 mentions
InstagramSoftware ApplicationSocial networking service
53%2 mentions
XEntitySocial networking service
53%2 mentions
Large language modelEntity
52%2 mentions
International Monetary FundEntity
50%1 mention
NasdaqEntityStock exchange
50%1 mention
Broadcom IncCompanySemiconductor manufacturing company
46%1 mention

Open-Source SoftwareBusiness > Technology Industry
Collaborative Document EditingTechnology > Software > Productivity Software
Google Docs Markdown Editing and Dark ModeTechnology > Software > Productivity Software > Collaborative Document Editing
Classification and Decision SystemsTechnology > Artificial Intelligence > Machine Learning Applications
AI Decider Bots for Yes-No DecisionsTechnology > Artificial Intelligence > Machine Learning Applications > Classification and Decision Systems
Software Product ReplicationBusiness > Technology Industry > Open-Source Software
Open-Source Disruption of Proprietary SoftwareBusiness > Technology Industry > Open-Source Software > Software Product Replication
Software Branding and Market CompetitionBusiness > Software Industry > SaaS Business Models
Data Center InfrastructureEngineering > Computer Hardware
Server Hardware CompaniesEngineering > Computer Hardware > Data Center Infrastructure
Software IndustryBusiness
Productivity SoftwareTechnology > Software
Machine Learning ApplicationsTechnology > Artificial Intelligence
Computer HardwareEngineering
Technology IndustryBusiness
SaaS Business ModelsBusiness > Software Industry
Technology
Business
Artificial IntelligenceTechnology
Engineering
SoftwareTechnology

Google Docs, Markdown, and Dark Mode1:21 – 8:37

Brandon WhichardHost

1:21

good so far.

Brandon WhichardHost

1:21

I think, one, Google Docs is a lot more convenient for people you work with, just in general.

Brandon WhichardHost

1:26

They're familiar with that versus our old provider, Dropbox.

Brandon WhichardHost

1:29

I was able to basically just copy over Markdown files into my Google Drive, and it just opens them.

Brandon WhichardHost

1:34

It's very nice.

Brandon WhichardHost

1:35

It has a nice little three options.

Brandon WhichardHost

1:37

You can basically edit or view, which is nice.

Brandon WhichardHost

1:41

That way, people that don't want to do anything, they can just pick the place that they like.

Brandon WhichardHost

1:46

I will say, though...

Brandon WhichardHost

1:48

And maybe this is just me.

Brandon WhichardHost

1:49

I don't know.

Brandon WhichardHost

1:50

Actually, I learned right before the show, this isn't just me.

Brandon WhichardHost

1:52

So I have gotten very used to editing Markdown with a black background, essentially dark mode.

Brandon WhichardHost

1:59

In fact, I was going to ask, does anyone actually use light mode on the Macs? I feel like no one.

Brandon WhichardHost

2:03

It's a real unusual person, I think, to use light mode.

Brandon WhichardHost

2:07

Because I changed it back the other day.

Brandon WhichardHost

2:09

I was doing some testing.

Brandon WhichardHost

2:11

As a quick aside, I put my Mac in the light mode just to like, or day mode, whatever, just to see if these apps are working.

Brandon WhichardHost

2:17

And it It felt like the sun.

Brandon WhichardHost

2:19

I mean, it was so bright.

Brandon WhichardHost

2:21

Too much.

Brandon WhichardHost

2:22

I almost felt like it was, like I had broken something.

Brandon WhichardHost

2:25

That's why I immediately changed it back.

Brandon WhichardHost

2:27

But where I was going with that was, and I, of course, I use Google Docs a lot and I've kind of gotten used to like, oh yeah, Google Docs is white.

Brandon WhichardHost

2:36

But like, I don't know, for some reason, Markdown needs to be on black background.

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