Software stocks just got THANOS SNAPPED 💀

OpenAI launched GPT-5.3 Codex literally MINUTES after Anthropic released Opus 4.6. Both have multi-agent teams that can split up engineering projects. Opus brings 1M token context windows (!!), while GPT-5.3 scored 64.7% on desktop control benchmarks.
Why it matters: These models can handle 6+ hour coding tasks and are literally helping build themselves. The AIs are becoming self-improving. This is fine. Everything is fine. (source)

OpenAI's new platform lets companies deploy AI agents like actual employees - complete with Slack profiles, access controls, and performance reviews. HP, Oracle, State Farm, and Uber already signed up.
Why it matters: We're not automating jobs anymore. We're giving AI agents LinkedIn profiles and corporate badges. Your manager's manager might be GPT-6 by Q3. (source)

$800 BILLION wiped from software stocks after Anthropic's legal plugin made everyone realize AI might just... replace entire software categories. The S&P software index having its worst performance in 25 years.
Why it matters: The "AI lifts all boats" era just ended VIOLENTLY. Passive investing is dead. You either pick winners or become collateral damage in the AI wars. (source)

Startup Sapiom raised $15M to let AI agents autonomously purchase software and APIs. No human needed. Your chatbot can now sign up for Twilio and start texting people.
Why it matters: We just gave AI agents credit cards. I'm sure this won't result in a bot accidentally spending $50K on GPU credits at 3am. Definitely not. (source)

AWS jumped 24% to $35.6B in Q4 - strongest growth in 3 years. Added a GIGAWATT of data center power in one quarter. That's... that's a lot of cooling fans.
Why it matters: While software burns, cloud infrastructure is PRINTING MONEY. Every AI model needs compute, and AWS is basically the dealer. (source)

At Spain's military AI summit, less than half of attending nations agreed to basic principles like "humans should control killer robots." Both US and China said "nah we're good."
Why it matters: Classic prisoner's dilemma - everyone wants responsible AI but nobody wants to be the sucker who limits themselves while others build Skynet. (source)

India's IT index dropped 7% this week. Foreign investors dumped $8.5 BILLION worth of stocks. The entire $283B outsourcing industry is having an existential crisis.
Why it matters: AI is automating the exact tasks that built India's tech economy. Turns out "we'll do it cheaper" doesn't work when GPT does it for free :/ (source)

New feature runs queries through multiple AIs simultaneously (Claude, GPT, Gemini) and shows where they agree/disagree. For when you REALLY need to know if you should buy that stock.
Why it matters: Instead of trusting one potentially hallucinating AI, you can now get consensus hallucinations from multiple models. Democracy!! (source)

Startup raised $35M to provide completely free AI primary care across all 50 states. Real prescriptions, real doctors (kinda), zero dollars.
Why it matters: 100 million Americans don't have a primary care doctor. Now they have a chatbot with a medical license. What timeline is this?? (source)

Meta's AI video generator gets its own app to compete with OpenAI's Sora. Because what we really needed was MORE AI-generated content flooding our feeds.
Why it matters: The AI content wars are heating up. Soon we won't know if anything online is real. (Spoiler: it already isn't) (source)

Reddit's AI search went from 60M to 80M weekly users. Reddit Answers jumped from 1M to 15M users. Content licensing bringing in $140M annually.
Why it matters: Reddit is transforming from "arguing with strangers" to "AI summarizes strangers arguing." They're monetizing a decade of shitposts. Respect. (source)

New lab building AI for structured data (billion-row spreadsheets). It's deterministic - same answer every time. Already landing seven-figure contracts.
Why it matters: While everyone obsesses over chatbots, enterprise data is mostly Excel files. This could unlock trillions in boring corporate databases. (source)

Multi-strategy hedge funds saw their worst day since April. Goldman says 73% of software stocks are oversold. Some calling for a "vicious rally" (lol sure).
Why it matters: The AI rotation is causing MASSIVE dislocations. Either the best buying opportunity ever or... the beginning of the end. Place your bets!! (source)

Wistron chairman says 2026 AI orders will exceed 2025. Building infrastructure for Nvidia's planned $500B US investment. Order books full through 2027.
Why it matters: Hardware makers remain bullish while software burns. They're literally building the shovels for the AI gold rush. (source)

Jennifer Li warns founders that viral "$100M ARR" tweets are usually BS - using revenue run rate not actual recurring revenue. Focus on sustainable 5-10x growth instead.
Why it matters: AI hype creating unrealistic expectations. Founders optimizing for Twitter clout instead of... you know... building actual businesses. (source)