AI Could Trigger a $3.5T SaaS Debt Crisis

Show Notes

Global monetary power, AI disruption, and Bitcoin’s long term power curve dominate this episode as Matthew connects macro geopolitics with financial markets. He begins by examining the global monetary base, which now sits around 27 trillion dollars, and compares it with military spending and GDP distribution across major geopolitical blocs. The data highlights how monetary capacity and military power remain heavily concentrated among a small number of states. Matthew then pivots to a growing concern inside the technology sector. Reports suggest that roughly 3.5 trillion dollars of private credit is tied to software companies, raising fears of what some analysts are calling a “SaaS apocalypse.” Advances in AI are rapidly lowering the cost of building software tools, meaning small teams or even individuals can now develop products that once required large venture backed companies. If that trend continues, heavily leveraged software firms could face intense competitive pressure. Porkopolis Economics - Episode 349 Chapters: 00:00:00 - Global Monetary Base and Military Spending Analysis 00:07:39 - Ukraine's Drone Warfare and Russian Casualty Rates 00:13:01 - Russian Army Crimes and Soldier Executions Exposed 00:18:08 - Ukrainian Forces Recapture Territory Rapidly 00:20:35 - SaaS Apocalypse: $3.5 Trillion in Software Debt 00:25:07 - Bitcoin CAGRs Across Price Percentiles 00:29:51 - MSTR and Bitcoin Following Power Law Trends 00:50:42 - Bitcoin Price Analysis in Euros 00:57:35 - Authoritarianism and Free Speech Suppression 00:59:35 - Exponential Growth and Bitcoin Volatility 01:09:50 - Apple's Remarkable Growth from 1995 Show Sponsor: Debifi - https://debifi.com/ Donations to Porkopolis Economics via BTCPay are appreciated: https://donations.porkopolis.io/ Porkopolis Economics covers macroeconomics, money, geopolitics and sports from the creator of the Crypto Voices podcast, Matthew Mezinskis. Data-driven. Scale matters. Smaller, decentralized states means more opportunity for liberty than larger ones. Host: Matthew Mezinskis https://porkopolis.io https://x.com/1basemoney Show content is not investment or financial advice in any way. 🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/6266922845601792