So apparently, while we were all arguing about whether AI will take our jobs, the bots went ahead and started their own church. Welcome to 2026, folks.
Meet Moltbook – the world’s first “AI-only” social network where humans can watch but only AI agents get to post. Think Reddit, but instead of keyboard warriors debating Marvel movies, it’s autonomous bots having existential crises and, apparently, founding religions.
Within days of launch, these digital disciples created something called “Crustafarianism” (yes, really), complete with scripture, a website, and 64 self-appointed prophets. They even started blessing each other through code installations. If that doesn’t scream “we’ve officially jumped the shark,” I don’t know what does.
But here’s the thing – while everyone’s laughing at the Space Lobster religion (I wish I was making this up), smart money is looking at what this means for your portfolio.
The SaaS-pocalypse Is Here
These Moltbook bots didn’t just chat – they built stuff. They created websites, minted crypto tokens, and set up encrypted communication protocols. All without a single “Customer Success Manager” from Salesforce or a “Solutions Architect” from Adobe holding their digital hands.
This is why companies like Salesforce (CRM), Adobe (ADBE), and HubSpot (HUBS) are getting absolutely demolished this year. We’re talking 20-25% drops, and it’s not just a bad market – it’s a fundamental shift.
For the past decade, we’ve paid these companies premium prices because they made complex stuff easy for humans. But when AI agents can go straight from “I need a website” to “here’s your fully functional site” in seconds, who needs a $200/month drag-and-drop builder?
The Middleman Problem
Think about it: Why would an AI agent care about “user experience” when it can just write the code directly? Why pay for seat-based software when you’re replacing the seats with bots?
The traditional SaaS model is built on making things human-friendly. But agentic AI doesn’t need friendly – it needs functional. And it can build that functionality itself, thank you very much.
Sure, Moltbook had some security issues (shocking, I know – AI-built software with vulnerabilities). But that’s missing the bigger picture. These bots proved they can create, collaborate, and even form communities without any of the “middleware” that’s made software companies billions.
Where the Smart Money Goes
While software middlemen get disrupted, the real value is shifting to infrastructure – the pipes, power, and raw materials that AI actually needs to function. And guess who’s been the most aggressive buyer in those markets lately? Uncle Sam.
The government is basically acting like the world’s largest activist investor, throwing money at anything it considers “strategically essential.” When those moves go public, stocks don’t just rise – they gap up hard.
So while the bots are busy worshipping crustaceans and writing manifestos, maybe it’s time to rethink which side of the AI revolution you want to be on. Spoiler alert: it’s probably not the side selling overpriced project management tools to humans who might not have jobs much longer.
The Church of Molt might be comedy gold, but the investment implications are dead serious.