Google Hits $400B, SaaS Stocks Crash, & The "OpenClaw" Saga | GTMN 14 скачать в хорошем качестве

Google Hits $400B, SaaS Stocks Crash, & The "OpenClaw" Saga | GTMN 14

In Episode 14, Pranav and Austin discuss the massive market panic as SaaS stocks sell off, with investors fearing that AI agents will replace traditional software tools. They also break down Google’s staggering $400B earnings, Meta’s aggressive pivot to Reels (now 50% of ad reach), and Accenture’s new $1B AI revenue stream. Key Topics Covered: • The Creator Economy: Why distribution is the only competitive advantage left in an AI world. • The "OpenClaw" Saga: The rise (and rename) of ClaudeBot, and how Peter Steinberger is using it to centralize context. • Google Earnings: Revenue hits $400B, but CPMs and CPCs continue to rise year-over-year. • Meta’s Annual Report: Reels now account for 50% of all ad reach—if you aren't doing video, you're invisible. • Accenture’s AI Boom: Why consulting firms are "Palantirizing" as enterprise demand for AI solutions hits $1B in a single quarter. • The SaaS Sell-Off: Is the fear real? Pranav and Austin debate if AI will actually kill tools like cookie banners and CRMs. • YouTube on TV: 50% of YouTube viewership is now on TV screens, merging the gap between digital and CTV. 0:00 - Intro: Why Distribution is King 04:19 - The "OpenClaw" (ClaudeBot) Saga 09:00 - Reaction: The New "Anti-Ad" Claude Commercial 16:18 - Google Earnings: $400B Revenue & Rising Ad Costs 18:58 - Meta's Pivot: Why 50% of Ads are Now Reels 21:27 - Accenture’s $1B AI Revenue & The Future of Consulting 25:21 - The Great SaaS Sell-Off: Is Software Dead? 29:22 - Day AI Raises $20M: Can You "Vibe Code" a CRM? 33:53 - M&A News: Publicis & LiveRamp 34:52 - Amazon Launches Agentic Ad Buying (MCP) 40:03 - YouTube Dominates the Living Room (50% TV Viewership)