The SaaSpocalypse is only the Beginning...

The SaaSpocalypse is only the Beginning...

Author: InvestorPlace February 12, 2026 Duration: 37:29
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-t...

Luke Lango believes the most profound opportunities aren't found in incremental steps, but in the seismic shifts that redefine entire industries. Being Exponential With Luke Lango explores this mindset, moving beyond traditional stock tips to examine the powerful technological and societal trends poised for explosive growth. Each episode digs into the ideas, companies, and visionaries operating at the frontier, from artificial intelligence and digital biology to the future of energy and automation. You'll hear candid analysis on what makes a business truly disruptive and how to identify potential long before it becomes mainstream news. This isn't about fleeting market chatter; it's a deep, ongoing conversation about building a framework for understanding the accelerating world. The goal is to equip you with a forward-thinking perspective, turning overwhelming change into a landscape of tangible possibility. Tune into this podcast for a thoughtful and specific guide to navigating the coming decade, where thinking differently isn't just an advantage-it's essential.
Author: Language: en-us Episodes: 43

Being Exponential With Luke Lango
Podcast Episodes
The AI Jobs Apocalypse Is Already Here [not-audio_url] [/not-audio_url]

Duration: 1:48:34
In this week’s Being Exponential, we tackle the hottest question on everyone’s mind: why has U.S. job growth stalled—are tariffs to blame, or has the AI Jobs Apocalypse quietly arrived? Luke and I debate what this means…
Tesla’s Future vs. Fallout: Earnings, Cheap AI & AI Glasses [not-audio_url] [/not-audio_url]

Duration: 1:14:21
On this episode of Being Exponential, we center the conversation around the most polarizing name in tech and mobility: Tesla. Is the tug-of-war between today’s wobbling EV business and tomorrow’s robotaxi/Optimus future…
All In With AI [not-audio_url] [/not-audio_url]

Duration: 1:11:39
In this episode of Being Exponential, we unpack the week’s biggest moves at the intersection of geopolitics, tech and markets. First, MP Materials seals blockbuster rare-earth deals with the Pentagon and Apple—what does…
AI-Powered Politics, Robot Armies & Cancer-Curing Drugs?! [not-audio_url] [/not-audio_url]

Duration: 1:21:43
This week on Being Exponential, we’re diving headfirst into the wildest intersections of AI, politics, and the future of humanity. First up: Elon Musk’s surprise launch of the “America Party”—a tech-first political movem…
Robots & Reboots: Navigating the AI Economy [not-audio_url] [/not-audio_url]

Duration: 1:28:18
In this week’s episode of Being Exponential, we dig into the seismic economic shifts driven by AI and robotics—from Amazon’s million-strong robot workforce and humanoid soccer squads in China to Salesforce’s jaw-dropping…
Stocks Rally Amid Middle East Tensions & Tesla Robotaxi Rollout [not-audio_url] [/not-audio_url]

Duration: 1:18:25
On this week’s episode of Being Exponential, we unpack why stocks keep climbing even after U.S.–Iran missile strikes and a steep drop in oil prices, plus the latest whispers of a July rate cut. We revisit our nuclear-vs-…
GDP Drops, Tariffs Heat Up… But Tech Might Still Save the Market [not-audio_url] [/not-audio_url]

Duration: 1:08:05
Trade war headlines are back with a vengeance—illegal tariffs, steel taxes, court rulings—but should we really care? In this episode, we break down why these noisy headlines might be missing the bigger story: a tech-powe…