An AI Has A Substack

Feb 26, 2026 21m

AI Summary Available

Get the full experience! Sign up to access transcripts, personalized summaries, and more features.

Episode Description

Nano Banana 2 is here already. Nvidia tries to assure everybody there IS no bubble. Marc Benioff tries to assure everybody there IS not SaaS-pocalypse. Did Google just do exactly what Apple has been unable to do? And how do you put an old AI model out to pasture? You give it a Substack. Google’s Nano Banana 2 brings advanced AI image tools to free users (The Verge) Nvidia Shares Slide After Sales Forecast Underwhelms Investors (Bloomberg) Salesforce chief dismisses ‘SaaS-pocalypse’ fears of AI overtaking business software (FT) New York sues video game developer Valve, says its 'loot boxes' are gambling (Reuters) Google and Samsung just launched the AI features Apple couldn’t with Siri (The Verge) Cloudflare experiment ports most of Next.js API 'in one week' with AI (The Register) Anthropic gives its retired Claude AI a Substack (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

AI-Generated Summary

Introduction of Advanced AI Models

The episode opens with a discussion on Google’s latest AI model, Nano Banana 2 (Gemini 3.1), emphasizing its improved capabilities in real-time data handling and image rendering. Details of how this new model offers enhanced creative control without the previous subscription barriers were highlighted, suggesting a shift in accessibility to advanced AI tools for a broader audience.

Nvidia's Earnings and Concerns of Market Stability

The focus shifts to Nvidia's recent financial performance, highlighting a 73% year-on-year revenue increase. Despite this success, investor concerns regarding the sustainability of the AI market bubble loom large, as Nvidia navigates pressures related to its growth projections and supply chain challenges for its advanced chips.

Salesforce's SaaS Landscape Amid AI Advancements

Mark Benioff, CEO of Salesforce, addressed fears regarding a potential ‘SaaS apocalypse’ amid rising competition from AI startups. He emphasized the enduring utility of SaaS platforms while discussing Salesforce’s AI tools such as Agent Force, which are designed to enhance customer relationship management, pointing to the ongoing evolution within the sector.

Regulatory Challenges for Video Game Developers

Attention turned to legal issues facing Valve, a video game developer, as New York State’s Attorney General filed a lawsuit over their loot boxes, classifying them as gambling targeted at children. This raises critical discussions around the ethics of monetization within gaming and the implications of such business models.

Google Surpasses Apple in AI Innovation

The narrative concluded with a comparison of Google and Apple's AI capabilities, focusing on how Google’s Gemini AI is poised to deliver functions Apple has yet to achieve with Siri. The exploration of these innovations encapsulates the competitive landscape of technology in enhancing user experiences through AI.

Anthropic's AI Model Takes on a New Role

In an unexpected twist, Anthropic introduced a new Substack for its retired AI model, Claude III Opus, allowing it to share creative content and ponder philosophical topics. This experiment indicates a fresh take on how outdated AI systems can still offer value and engage with audiences in meaningful ways.