The Citrini Substack That Crashed the Market. Plus: SaaSpocalypse Now—Buy Sell Hold Game | Cerebral Valley Show

A single Substack post imagined an AI-driven economic collapse in 2028, and markets actually reacted.In this episode, we break down how Citrini Research’s viral Global Intelligence Crisis report rattled SaaS stocks and reignited the AI apocalypse narrative. We debate whether AI agents actually threaten companies like DoorDash and Salesforce, or if the SaaS extinction thesis is overblown.We also unpack the Mexico government data breach involving Claude, the Pentagon’s push for expanded AI access, and Sam Altman’s viral claim that humans use more energy than AI. Plus Nvidia earnings, nuclear war simulations, and a Buy Sell Hold on the most vulnerable AI era stocks.Cerebral Valley Show is a biweekly AI podcast hosted by journalist Eric Newcomer alongside founders Max Child and James Wilsterman, breaking down the biggest stories in AI and venture with strong opinions and structured chaos.New episodes every two weeks.