The SaaSpocalypse is only the Beginning...

In this episode of Being Exponential, Luke Lango breaks down the massive shifts happening across technology, markets, and liquidity — and why investors are entering a new phase of the AI cycle.

We start with the ongoing SaaSpocalypse — the sharp selloff and structural reset hitting software stocks. As artificial intelligence becomes more vertically integrated and capable, the traditional SaaS middle layer is under pressure. Luke explains why this isn’t just a correction — it could be a long-term repricing of the entire software sector.

Then we pivot to the opposite side of the trade: the explosive new wave of AI capital expenditures (capex). Meta, Microsoft, Amazon, OpenAI and others are committing hundreds of billions of dollars toward AI data centers, chips, infrastructure, and compute. Luke connects the dots between this spending surge and the hardware winners emerging from the AI arms race.

From there, we zoom out to discuss liquidity in the markets — how capital flows, monetary conditions, and financial system dynamics are shaping asset prices beneath the surface.

And finally, we tackle Bitcoin and crypto. If this is a liquidity-driven cycle, why isn’t Bitcoin behaving the way many expected? Luke shares his view on what crypto’s current performance is signaling — and what needs to change for the next breakout.

If you want to understand how AI infrastructure, market liquidity, SaaS disruption, and crypto cycles all intersect — this episode connects the dots.

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