EPISODE · Feb 15, 2026 · 26 MIN
The SaaSpocalypse: Why the AI Trade Just Flipped on Its Head
from Bulls, Bears & BS · host Graham Summers, MBA
The "Mag 7" era of easy gains is over, replaced by a brutal rotation that’s catching investors off guard. This week, Graham Summers, MBA, tackles the growing "CapEx Crisis"—why the market is suddenly punishing Big Tech for their massive AI spending and demanding proof of ROI.We dive deep into the SaaSpocalypse: the moment AI stopped being a "feature" for software companies and became a terminal threat. With new agentic models now writing, debugging, and maintaining their own code, the traditional SaaS business model is facing an existential crisis. Are we witnessing the bursting of the AI bubble, or a violent evolution where "Hard Assets" are the only safe harbor?Support the showThanks for listening! Follow us on Twitter and Instagram.
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What this episode covers
The "Mag 7" era of easy gains is over, replaced by a brutal rotation that’s catching investors off guard. This week, Graham Summers, MBA, tackles the growing "CapEx Crisis"—why the market is suddenly punishing Big Tech for their massive AI spending and demanding proof of ROI. We dive deep into the SaaSpocalypse: the moment AI stopped being a "feature" for software companies and became a terminal threat. With new agentic models now writing, debugging, and maintaining their own code, the tradit...
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The SaaSpocalypse: Why the AI Trade Just Flipped on Its Head
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