Microsoft's New AI Is Secretly Qwen
Someone decompiled Adobe's entire Creative Cloud suite and published open-source versions, and games are now being routinely decompiled too. Nick and Jack ask whether software is dead: where the moat is when any app can be cloned in minutes (regulation, design, distribution), why Mark Cuban would pick an AI consulting business over a new startup in 2026, and how long companies like Adobe can keep charging subscriptions when free alternatives work. Then Nicolas Cage refuses to sign Amazon's AI likeness waiver, Microsoft's new Decision 1 model turns out to be post-trained on Qwen 3.5, and how…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.