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Software Slump, Alphabet on Deck, and Crypto Cracks 2/4/26

Software Slump, Alphabet on Deck, and Crypto Cracks 2/4/26

The software sell-off continues, but the CEOs of LegalZoom and Box both say AI agents will make those platforms more valuable in the long run. Futurum makes the case for Google as an AI infrastructure utility ahead of earnings. Plus, the potential headwinds on the horizon for Bitcoin.

The Exchange

February 4, 202643m 22s

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Show Notes

The software sell-off continues, but the CEOs of LegalZoom and Box both say AI agents will make those platforms more valuable in the long run. Futurum makes the case for Google as an AI infrastructure utility ahead of earnings. Plus, the potential headwinds on the horizon for Bitcoin.


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