A year ago, ChatGPT felt untouchable. Not anymore.

Hi everyone. It is Thursday, February 5th, and I'm Jared Draosa with another Tech Check live stream. You might remember if you tuned in a few weeks ago, we sat down with the Replet co. I'm Jad Msad and talked about this AI coding revolution. How people like me and producer Jasmine with zero technical background are suddenly building and shipping real apps. I'm not saying they're any good, at least mine anyways, but we are building them. That itself felt like a big moment, but this week's

even this day makes that feel like it was just a warm-up. Uh since then, the software selloff, it has only accelerated and it has spread. It started with project management tools and CRM. Now it's hitting legal tech, video game developers, financial data companies. JP Morgan out with a note this week and they put it this way. It's a broad sweeping mass exodus of software stocks. And I might put it another way. It has been mostly a bloodbath. Now also over the last few weeks, we've had

OpenClaw. You might have heard of it. It's an open- source AI agent built by just one guy, and it has gone absolutely viral. Essentially, you hook it up to your computer and it give it full access and just let it do things, act, build, book things on your behalf. Uh, OpenAI, meanwhile, has launched Codex, a new version of it, its answer to Cloud Code. Altman says that Codex is the company's most loved internal product ever. But somehow, at least it feels like to us, it seems like it's still struggling to

get the same kind of buzz that Claude Code has been able to achieve, especially over the last few weeks. And by the way, nobody seems to be talking about Gemini 3 anymore, but as we know, that could change very quickly. Um, what else has happened? Anthropic has really pounced on this moment yesterday, dropping that Super Bowl ad, which I hope everyone has seen, taking direct shots at OpenAI for putting ads in chat, GBT. You had Alman firing back on X, calling Anthropic authoritarian, and this whole debate over elitism in AI.

And then today, guys, both companies, they have dropped major announcements. Anthropic released Opus 4.6, their most powerful model yet. It can work directly inside PowerPoint. It can pull together regulatory filings, run teams of agents in parallel. Open AAI countering with Frontier, new enterprise platform to build and manage AI agents. The pitch for them is that they can do real work across your entire business. Okay, so that's now, but a year ago, Chat GPT felt untouchable. Now it is a full-on

war for the enterprise, for the developer, for the consumer. So we wanted to go deeper and GMO Roach, she is co-founder and CEO of Verscell, one of the most important infrastructure companies in tech right now, last valued at more than$9 billion. If you have used Chat GPT, you have used Verscell. He's been building the AI tools that are changing how developers work. And he works with both OpenAI and Anthropic. So he is really the perfect person to help us make sense of it all. GMO, thank you so much for joining us.

>> Thanks for having me. It's exciting to be here, especially this week. There's so much happening with AI >> the last week, the last few weeks. I mean, Jasmine and I were kind of just like bystanders. We're onlookers. I can't imagine what it's been like to be on the inside. We had Lisa Sue, the CEO of AMD on our air yesterday, and she said that she's also been blown away by the last 60 to 90 days. You couldn't be more of an insider as well. So, what are you seeing? Is this acceleration? Is the hype all real? >> Yeah, to just give you a picture, right?

Verscell is a place where developers host a lot of the new applications they build and deploy to the cloud. So whenever you have an idea, Versell makes it so easy to just make it real. And increasingly, you know, when we started 10 years ago, you needed to have hard programming skills. What happened during the Christmas season like just like the the week of Christmas and the week of New Year's every person that I know was playing with Opus 4.5 vibe coding and bringing new applications live. We saw a