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Welcome to the TechBrew right home for Thursday, February 5th, 2026. I'm Brian McCullough today.

Alphabet earnings. Claude goes to the Super Bowl. Why AI brand loyalty isn't even remotely a thing yet?

And is the whole Mark Andreessen theory of software eating the world in the process of being eaten by AI?

Wall Street is certainly worried about that very scenario.

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Alphabet reported earnings last evening and shock.

They're still growing, still making money.

Though the stock is down 5% today, I'm not sure if that's related to broader market issues or not.

Anyway, what I found pertinent to our interests is Alphabet is increasing its 2026 KAPX forecast to between $175 and $185 billion.

That is up from the $91.4 billion they spent in 2025, so they two are putting the pedal to the

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