Onramp Media AI Kills SaaS, Bitcoin Saves Treasuries: The Next Playbook for Founders
May 19, 2025
Cam Doody, general partner and co-founder of Brickyard, discusses the dynamic shifts in the economy driven by AI and Bitcoin. Cam delves into how AI could lead to economic deflation, drastically impacting business models. He highlights Bitcoin's role as a transformative asset, especially in response to inflation and debt. The conversation emphasizes the need for SaaS founders to adapt strategically in a changing landscape. Cam also raises the psychological challenges investors face with Bitcoin, underscoring the importance of education and trust in its adoption.
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US Bond Yields Signal Fragility
- US bond yield spikes expose economic fragility and political complexity.
- Monetary policies repeatedly intervene to stabilize markets but underlying structural issues persist.
AI Drives Deflation, Bitcoin Protects
- AI will cause real deflation, challenging the sustainability of existing debt.
- Bitcoin stands as unprintable money, providing sanctuary from fiat debasement.
Invest in Differentiated AI Ventures
- Avoid investing in commoditized AI where price is the only differentiator.
- Seek ventures with unique customer insights or regulatory barriers for sustainable advantages.