Bricks & Bytes

$300 billion wiped from software stocks in a single week. Is SaaS officially dead or is this the buying opportunity of a decade? In this episode of Bricks, Bucks & Bytes, Owen, Patric, Dustin, and Martin break down the so-called "SaaSpocalypse" rocking global markets, welcome back Bedrock CTO Kevin Peterson fresh off a massive $270M Series B that puts his autonomous excavator company into unicorn territory, and dissect the hilarious beef between Anthropic and OpenAI playing out on the Super Bowl stage. Topics discussed: The $300B+ SaaS valuation crash and whether it's a death sentence or a market correction back to normal Why software engineers are now "juicing" with AI coding tools and what that means for the industry Bedrock's journey from Series A to unicorn status, their autonomous excavators on real job sites, and why Google's Capital G is backing them Where smart money is moving as investors flee software stocks (hint: Europe is winning) Anthropic's brilliant Super Bowl ad mocking OpenAI's plan to put ads in ChatGPT and Sam Altman's salty response 38% of Stanford students claiming disability for perks and what it says about elite institutions 💬 "LLMs are book smart. They've read every forum on Reddit, every book ever published. But when you get out in the field, it's not in the book." Kevin Peterson, CTO of Bedrock Watch the full episode now on Youtube. Link in the comments! Our Sponsor: Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk -  “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com BuildVision -   streamlining the construction supply chain with a unified platform - www.buildvision.io Chapters 00:00 Intro 01:26 The SaaSpocalypse: A New Era for Software  04:51 Market Corrections: The Future of SaaS Valuations  07:21 AI's Role in Software Development  18:54 The Evolution of Software Engineering  24:05 Bedrock's Journey: From Startup to Unicorn  30:49 The Future of Autonomous Construction Vehicles  32:54 Customer Perspectives and Ideal Partnerships  34:59 Safety and Supervision in Automation  36:01 Building a Strong Team for Innovation 4 38:14 Design Considerations for Autonomous Machines  39:40 Investment Trends in Robotics and AI  42:06 The Role of User Interface in Automation  47:20 Investment Strategies in Competitive Spaces  48:24 The Future of Autonomy and AI in Industry  49:35 The Battle of AI Companies: OpenAI vs. Anthropic  56:02 Disability Claims and University Ethics  01:07:06 Super Bowl Predictions and Lighthearted Banter