Monetary Matters with Jack Farley The SaaS Reckoning, Consumer Trends, & AI Disruption: The Macro & Micro Signals That Matter in 2026 | Deiya Pernas
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Jan 28, 2026 Deiya Pernas, co-founder of Pernas Research and a real-money investor who’s compounded capital >30% since 2017. He tackles SaaS spending and which software niches survive AI disruption. He discusses white-collar hiring, shifting consumer and ad behavior, housing activity in a lower-rate world, and where consumer and cybersecurity dollars may flow next.
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SEO Firm Pivoted Into An AI Exit
- Pernas Research bought a former SEO provider that pivoted into enterprise AI-driven search relevance.
- The company later got acquired by Adobe, validating their thesis about AI and SEO evolution.
LLMs Shift Search, Not All Ads Equally
- LLMs and Google serve different search intent: LLMs for knowledge, Google for commercial intent.
- Ad spend will shift toward social as click-throughs fall and advertisers seek measurable ROI.
Microturbine Turnaround Fueled By Data Centers
- Capstone, a small microturbine maker, pivoted after bankruptcy to serve data center off-grid needs.
- The company achieved profitability and benefited from rising data center energy demand.