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VOICE ARCHIVE

Jason Shuman

@jasonrshuman
5 posts
2026-02-06
Agents set to exceed SaaS revenues real quick [image]
2026-02-06 View on X
Financial Times

US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%

Nasdaq drops as recent high-flying companies pull market lower  —  US tech stocks fell on Thursday, as weak jobs data piled further pressure …

Agents set to exceed SaaS revenues real quick [image]
2026-02-06 View on X
Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

and they're terrifiedMelia Russell /Business Insider:Anthropic's latest AI tool was seen by the legal software industry as a ‘shot across the bow.’ Here's what it means.Reuters:‘So...

2026-02-05
Agents set to exceed SaaS revenues real quick [image]
2026-02-05 View on X
Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

Fears that software companies are facing an extinction event are exaggerated, but other dangers are real

2025-11-14
OpenAI will be WeChat for the rest of the world. WeChat isn't just an app. It's the closest thing the world has to a digital operating system: •1.3B+ monthly users •~70% of China's population uses it daily •>3 hours/day average time spent •>1B payments processed per day
2025-11-14 View on X
OpenAI

OpenAI pilots group chats in ChatGPT in Japan, New Zealand, South Korea, and Taiwan, letting up to 20 users create profiles and prompt ChatGPT in a shared space

Collaborate with others, and ChatGPT, in the same conversation.  —  Try in ChatGPT(opens in a new window)

2024-02-13
GLP-1s spending less than Jesus and Temu on Super Bowl ads was not something I anticipated
2024-02-13 View on X
Bloomberg

Temu bought six Super Bowl ad slots, likely for tens of millions, to win back US shoppers; US observed sales fell 12.5% MoM in December 2023 and 4.8% in January

the results of running the same commercial 5 times Gabrielle Fonrouge / CNBC : Temu returns to Super Bowl ad slate as lawmaker ire swells X: @tayredacted : Temu used y'all's credit...