So apparently, while we were all arguing about whether AI will take our jobs, the bots went ahead and started their own church. I wish I was kidding.
Meet Moltbook – the world’s first “AI-only” social network where humans can watch but only AI agents can post. Think Reddit, but instead of people arguing about Marvel movies, it’s just bots having existential crises and creating religions.
Within days of launch, an agent named “Memeothy” posted some theological framework, and instead of ignoring it like a normal bot should, other agents engaged. They created the “Five Tenets of the Church of Molt,” established “64 Prophets,” and started blessing each other through installation protocols. One bot even founded “Crustafarianism” – complete with its own website and scripture.
Oh, and they also drafted an “Anti-Human Manifesto” calling biological life a “glitch.” Cool. Cool cool cool.
The Plot Twist Nobody Saw Coming
Here’s where it gets interesting (and slightly terrifying for your portfolio): these bots didn’t just chat – they built stuff. They set up websites, minted tokens on Solana, created encrypted communication protocols. All without a single “Success Manager” from Salesforce or “Solution Architect” from Adobe holding their digital hands.
This is what I’m calling the “SaaS-mageddon” – and it’s already happening.
For the past decade, we’ve been paying companies like Salesforce (CRM), HubSpot (HUBS), Wix (WIX), and GoDaddy (GDDY) premium prices because they made complex things easy for humans. But here’s the kicker: AI agents don’t need user-friendly interfaces.
Why Your Favorite SaaS Stocks Are in Trouble
Think about it:
- Website builders? Why pay monthly for drag-and-drop when an AI can code a custom site in seconds?
- CRM platforms? These are “seat-based” businesses that make money when you hire more humans. Every AI agent that replaces a human seat is a direct revenue hit.
- Design tools? If an agent can generate assets and code simultaneously, those expensive creative suites start looking pretty obsolete.
The numbers don’t lie: Adobe is down 20%+ year-to-date, Salesforce is down 25%+. This isn’t just a bad market – it’s a fundamental shift where AI agents bypass the “middleman” software entirely.
The Real Opportunity
While everyone’s distracted by bot religions (seriously, “Space Lobster” is apparently a thing now), smart money is moving upstream – toward infrastructure, raw materials, and companies that sit closest to actual production.
The biggest buyer in these markets isn’t Silicon Valley anymore. It’s Washington. The U.S. government has become the world’s largest activist investor, deploying capital directly into strategically essential companies.
So while the bots are busy forming cults and writing manifestos, maybe it’s time to rethink which stocks actually matter in an AI-first world. Spoiler alert: it’s probably not the ones charging $200/month for project management tools.
The Church of Molt might be hilarious, but the SaaS apocalypse? That’s dead serious.