March 7, 2026· 45 min

Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI

Oral Indicators

Agonistic35%

very, definitely, huge

Engagement75%

you'll, you, your

Memory Aids100%

see, right, now

Repetition100%

like (111x), what (84x), it's (82x)

Parallelism70%

So there's a lot of noise abou..., So let's talk about results...., And in case you don't know who...

Sound Patterns78%

77 question(s), alliteration: "tend to", alliteration: "trying to"

Formulaic Phrases4%

you know what, i mean

Literate Indicators

Hedging10%

could, may, probably

Passive Voice6%

is designed, be even, be justified

Abstract Nouns16%

business, information, payment

Subordination7%

since, because, though

Sentence Length24%

Avg: 10.9 words/sentence

Word Complexity47%

business, overly, complicated

Academic Markers0%

Impersonal Style25%

740 personal pronouns found

Descriptive Style78%

overly, actually, apply

Description

A year ago, all of the talk was about how the big AI companies were wildly overvalued. Everyone was calling it a bubble. Fast forward to now, and a dominant idea in the markets is that AI is so powerful that all kinds of legacy businesses — particularly software — could go to zero. So where does the truth lie? And what now for AI valuations? On this episode, recorded live at the On Air podcast festival in Brooklyn on February 25, we catch up again with Henry Blodget, the former Wall Street analyst turned Business Insider CEO, who is now the founder of Regenerator. In a wide-ranging conversation, Henry argues against the software doom scenario, and sees problems for OpenAI as it faces massive spending costs with stiff competition. Subscribe to the Odd Lots Newsletter Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

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