Under the Hood….HUGE stuff in Tech…You absolutely need to Know…The Clawdbot….viral breakout….Consumer AI Assistant finally arrives….read the Bottom line as well.

    There is a ton of important stuff that surfaced late last week or over the weekend…Surging component costs, MSFT’s Excel hijacked by Anthropic and offered as just another service!…A JPM call on the reality of SaaS that might, temporarily put a floor on the group….all of which i will get to in more...