S1E9 - The AI War For Your Personal Context

Major SaaS companies including Salesforce, Intuit, and ServiceNow saw stock drops of 45-50% as enterprises shift from bloated software suites to personalized AI agents that users can control directly. Microsoft just capitulated this week, opening Copilot to allow Claude Cowork-style functionality — a clear signal that the "build vs. buy" calculus for enterprise software has fundamentally changed.

Matt Marshall and Sam Witteveen break down why personalization is no longer optional for enterprise products. Companies like Zoom now offer personalized workflows that access your conversation history and profile context. Infrastructure decisions are moving fast: token budgets must account for pe...