EPISODE · Feb 19, 2026 · 2H 6M
Will the AI Race End Software Businesses?
from Memes and Markets · host Memes and Markets
Keith & Ben break down the AI race and how it’s reshaping big tech and SaaS companies in real time—who’s winning, who’s falling behind, and what it means for the future of software.Memes and Markets explores how culture and memes shape & get shaped by financial markets to present the information you want at a level you can understand and relate to. Don't forget to subscribe to me notified when we go live on Tuesdays & Thursdays.Subscribe to our Substack: https://www.memesandmarkets.com/Memes & Markets Socials x: https://x.com/MemesandmktsTwitch: https://www.twitch.tv/memesandmarketsInstagram: https://www.instagram.com/memesandmkts/Spotify: https://open.spotify.com/show/1GSfFx3sQoG2bYAbIYUocN?si=-iGrWrvmTUSEZw7S06AS1gApple Podcasts: https://podcasts.apple.com/us/podcast/memes-and-markets/id1840280923Our socials Follow Keith on his main channel @theinneroperator Follow Keith on X: https://x.com/inneroperatorFollow Ben's Crypto channel @dontbuy_this Follow Ben's Podcast @BenLeavittShow Follow Ben on X: https://x.com/iambenleavittJoin the waitlist for our Gambling Monitoring App: https://nodice.app/NFT Waitlist: https://forms.gle/tnsHqCnSQMhFYD7D7Gary Vee Podcast: https://www.youtube.com/watch?v=sUvWVF28CNM&pp=ygURZ2FyeSB2ZWUgcG9kY2Fjc3Q%3DChapters00:00 Introduction and Market Overview02:01 AI's Impact on Tech Valuations05:14 Understanding Capital Expenditures (CAPEX) and Market Reactions08:03 The Role of Software Companies in Market Dynamics11:08 Human Elements in AI and Business14:08 The Future of Service-Based Industries17:02 Social Media Dynamics and User Experience20:07 Credit Default Swaps and Market Speculation23:06 Optimism Amidst Uncertainty34:10 The Power of 'We' vs 'They'37:09 Divisions in Society: Politics and Religion40:12 The Future of Decentralized Media42:03 AI and the Evolution of Software as a Service46:01 The Great Rotation: Shifts in Market Valuations49:56 Mining and the Future of Resources53:02 The Role of Agents in the Future of Technology01:09:54 The Future of Augmented Reality and Digital Currency01:14:20 Language as a Tool for Control01:19:18 PsyOps and Media Manipulation01:23:09 Stable Coins and Government Intervention01:29:43 Prediction Markets and Their Impact01:34:51 Private Credit Markets and Financial Stability01:40:48 US-Iran Relations and Political Tensions01:42:08 Prince Andrew's Arrest and Its Implications01:44:17 Prediction Markets and Information Trading01:45:57 Supreme Court Delays and Political Pressure01:48:14 AI's Role in Everyday Decisions01:50:04 Economic Challenges for Millennials01:51:06 Audience Engagement and Comments Review01:53:05 Real Estate and Home Ownership Issues01:55:16 Tokenization of Real Estate01:56:59 AI and Business Opportunities01:59:05 Networking and Starting a Business02:01:07 Final Thoughts and Future DiscussionsDisclaimer This video is for education and entertainment only. We are not financial, legal, tax, or investment advisors. Nothing here is a recommendation or a solicitation to buy/sell any asset or strategy. Crypto and markets are risky—you can lose all your money. Do your own research and consult a qualified professional.We (and guests) may hold positions in assets discussed and may receive sponsorships/affiliate revenue from links—assume we do. Mention of any company, protocol, or product is not an endorsement. Information may be inaccurate, incomplete, or outdated as of recording. Past performance is not indicative of future results.
What this episode covers
Keith & Ben break down the AI race and how it’s reshaping big tech and SaaS companies in real time—who’s winning, who’s falling behind, and what it means for the future of software.Memes and Markets explores how culture and memes shape & get shaped by financial markets to present the information you want at a level you can understand and relate to. Don't forget to subscribe to me notified when we go live on Tuesdays & Thursdays.Subscribe to our Substack: https://www.memesandmarkets.com/Memes & Markets Socials x: https://x.com/MemesandmktsTwitch: https://www.twitch.tv/memesandmarketsInstagram: https://www.instagram.com/memesandmkts/Spotify: https://open.spotify.com/show/1GSfFx3sQoG2bYAbIYUocN?si=-iGrWrvmTUSEZw7S06AS1gApple Podcasts: https://podcasts.apple.com/us/podcast/memes-and-markets/id1840280923Our socials Follow Keith on his main channel @theinneroperator Follow Keith on X: https://x.com/inneroperatorFollow Ben's Crypto channel @dontbuy_this Follow Ben's Podcast @BenLeavittShow Follow Ben on X: https://x.com/iambenleavittJoin the waitlist for our Gambling Monitoring App: https://nodice.app/NFT Waitlist: https://forms.gle/tnsHqCnSQMhFYD7D7Gary Vee Podcast: https://www.youtube.com/watch?v=sUvWVF28CNM&pp=ygURZ2FyeSB2ZWUgcG9kY2Fjc3Q%3DChapters00:00 Introduction and Market Overview02:01 AI's Impact on Tech Valuations05:14 Understanding Capital Expenditures (CAPEX) and Market Reactions08:03 The Role of Software Companies in Market Dynamics11:08 Human Elements in AI and Business14:08 The Future of Service-Based Industries17:02 Social Media Dynamics and User Experience20:07 Credit Default Swaps and Market Speculation23:06 Optimism Amidst Uncertainty34:10 The Power of 'We' vs 'They'37:09 Divisions in Society: Politics and Religion40:12 The Future of Decentralized Media42:03 AI and the Evolution of Software as a Service46:01 The Great Rotation: Shifts in Market Valuations49:56 Mining and the Future of Resources53:02 The Role of Agents in the Future of Technology01:09:54 The Future of Augmented Reality and Digital Currency01:14:20 Language as a Tool for Control01:19:18 PsyOps and Media Manipulation01:23:09 Stable Coins and Government Intervention01:29:43 Prediction Markets and Their Impact01:34:51 Private Credit Markets and Financial Stability01:40:48 US-Iran Relations and Political Tensions01:42:08 Prince Andrew's Arrest and Its Implications01:44:17 Prediction Markets and Information Trading01:45:57 Supreme Court Delays and Political Pressure01:48:14 AI's Role in Everyday Decisions01:50:04 Economic Challenges for Millennials01:51:06 Audience Engagement and Comments Review01:53:05 Real Estate and Home Ownership Issues01:55:16 Tokenization of Real Estate01:56:59 AI and Business Opportunities01:59:05 Networking and Starting a Business02:01:07 Final Thoughts and Future DiscussionsDisclaimer This video is for education and entertainment only. We are not financial, legal, tax, or investment advisors. Nothing here is a recommendation or a solicitation to buy/sell any asset or strategy. Crypto and markets are risky—you can lose all your money. Do your own research and consult a qualified professional.We (and guests) may hold positions in assets discussed and may receive sponsorships/affiliate revenue from links—assume we do. Mention of any company, protocol, or product is not an endorsement. Information may be inaccurate, incomplete, or outdated as of recording. Past performance is not indicative of future results.
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Will the AI Race End Software Businesses?
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