049 The Bots Have Taken Over

We break down the latest in tech, AI, and startups live every Thursday at 11:00 AM Pacific and 2:00 PM Eastern on X, LinkedIn, and YouTube.

E049 Topics:
1. Bot vs. humans, the bots are now winning
2. Microsoft bans Claude Code
3. Is ZIRP the cause of engineering layoffs
4. Anthropic files for IPO
5. Google raises $80 in stock, including $10B from Berkshire Hathaway
6. iOS 27 has Siri rebuilt with Gemini
7. SpaceX's IPO is priced at $135 a share
8. McKinsey: Out with 2-week sprints, in with 24-hour work model

Episode Overview
This week Gregory and Paul discuss a milestone many expected but few thought would happen this soon: bots now generate more internet traffic than humans. They explore what that means for websites, marketing, agents, and the future of online experiences. The conversation then moves into the economics of AI, from Microsoft's decision to move away from Claude Code, whether tech layoffs are really about AI or simply the end of the Zero Interest Rate Era, Google's massive capital raise, Anthropic's IPO filing, the SpaceX IPO, and why the traditional two week sprint may finally be dead.

Connect with Gregory & Paul

Gregory Kennedy
Website – https://www.vibeyoursaas.com
LinkedIn – https://www.linkedin.com/in/gregorykennedy/
X (Twitter) – https://twitter.com/gregorykennedy

Paul
Website – https://karmic.buzz
LinkedIn – https://www.linkedin.com/in/pxue/
X (Twitter) – https://twitter.com/pxue

1. Bots Officially Outnumber Humans on the Internet
02:30 to 11:15
New data from Cloudflare suggests automated traffic now exceeds human traffic on the internet. Gregory and Paul discuss agent driven browsing, the Dead Internet Theory, and why websites may soon need to optimize for AI agents as much as human visitors. They also debate whether businesses are prepared for a future where software becomes the primary consumer of web content.

2. Why AI Agents Still Frustrate Gregory
06:20 to 09:45
Despite growing enthusiasm around AI agents, Gregory argues that hallucinations remain a major problem. The discussion explores why seemingly simple automations often break down when they encounter real world workflows, integrations, and edge cases.

3. Microsoft Moves Away from Claude Code
11:15 to 13:15
Microsoft's decision to limit Claude Code usage sparks a broader conversation about AI costs. Rather than abandoning AI, Microsoft appears focused on lowering expenses through model routing and greater use of its own ecosystem.

4. The Rise of AI Token Economics
12:00 to 18:45
OpenAI reveals that some customers are consuming more than 100 billion tokens per month while developers report spending millions of dollars on AI usage. Gregory and Paul discuss enterprise token budgets, ROI scrutiny from CFOs, and why every company is suddenly becoming obsessed with token efficiency.

5. Why Model Routing Could Become a Huge Business
15:00 to 18:20
As organizations juggle multiple AI providers, model routing emerges as a potential infrastructure layer. The hosts compare it to previous technology waves where middleware companies flourished before markets eventually consolidated.

6. Should Crypto Be Solving the AI Compute Problem?
19:20 to 25:30
A spontaneous discussion explores whether blockchain and tokenized systems should play a larger role in allocating AI compute resources. The hosts debate decentralization, incentives, scarcity, and whether crypto solved a problem the market never actually cared about.

7. AI Layoffs or the End of ZIRP?
26:40 to 35:50
The hosts examine an alternative explanation for tech layoffs. Rather than AI replacing workers, they argue much of the pain may stem from the end of the Zero Interest Rate Policy era that fueled aggressive hiring and venture capital investment for more than a decade.

8. Reinvention Is Becoming a Career Requirement
30:45 to 35:50
Gregory reflects on layoffs, consulting, entrepreneurship, and why more professionals may need to reinvent themselves multiple times throughout increasingly long careers.

9. Anthropic Files for an IPO
35:55 to 40:35
Anthropic quietly files its S-1 as investors prepare for one of the largest AI IPO waves in history. The discussion focuses on capital intensity, competition with OpenAI and Google, and what public markets may think about AI economics.

10. Google's Massive Capital Raise
37:00 to 40:50
Google raises roughly $80 billion while continuing to invest aggressively in AI infrastructure. Gregory argues Google may be the strongest competitive position in AI thanks to its distribution advantages, cash flow, and ability to outlast rivals in a prolonged arms race.

11. SpaceX IPO Predictions
41:00 to 47:20
The hosts revisit the SpaceX IPO, discussing valuation, retail investor demand, Starlink's global opportunity, and whether the stock's performance will ultimately be driven by business fundamentals or investor sentiment toward Elon Musk.