David Gurra

speaker

2,056 appearances 266 recordings 8 series first heard May 2025 last heard 5 Jun

David Gurra’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 265 in all, peaking in Feb 2026 with 132.

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Bloomberg Tech · Meta to Spend Billions on AMD Gear, AI Scare Trade Continues · 24 Feb 2026 podcast

Take it from there.

You've got to feel powerful if you're anthropic right now, right?

If you just say the name of a product, the company associated with that project tanks.

I mean, IBM has been talking about using AI for COBOL modernization, and it seems successfully offering that tool for a couple of years now.

And yet markets are really jumpy, right?

I mean, the potential that Claude or another AI tool can disrupt the leaders in a given software category is really frightening investors right now.

And it's just it's an incredibly jumpy market.

IBM's senior VP, Rob Thomas, was pushing back against this, writing in a blog, and you quote him in your story, that the value of IBM mainframe delivers has nothing to do with COBOL.

He's trying to talk about the platform more broadly, Brody.

But what you say is so brilliant, how powerful Anthropic must feel.

Also to the upside, because look, they do a partnership with Intuit today, and that fuels Intuit shares a little bit on the upside.

So it can be make or break in either direction.

It feels into it a bit on the upside, but the company's still down, what, 40% this year.

I don't know if it's quite that dramatic, but it's a scary time to be an application software vendor, right?

I mean, the most extreme idea that companies are just going to vibe code their own solutions.

I don't think anybody really believes that.

But the idea that software vendors lose the kind of pricing leverage they've enjoyed for so long because of that potential disruption, it's really something that markets are struggling to grapple with right now.

And it's going to be a really interesting earnings cycle.

It's basically pitching itself now as a platform, right?

So historically, Claude is focused on coding and making engineering more efficient.

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