Reward 500 Tiger-coinsOne of the hottest topics in the AI world lately is the sudden emergence of Clawdbot (OpenClaw).
In the past, our workflows required humans to switch between different SaaS tools. Clawdbot is changing the game: it can directly take over tasks via APIs or automation scripts. When AI can deliver results directly — without you even opening a UI — will traditional SaaS software gradually be reduced to little more than backend databases?
The deeper concern lies in business models. The core SaaS logic of seat-based pricing is facing potential disruption. If one AI agent can do the work of ten employees, will companies still pay for ten software licenses? Last week’s broad pullback in SaaS stocks may have been an early market reaction to this kind of “dimensionality reduction” threat.
Earnings Divergence: Who’s Thriving, Who’s Falling?
This week showed sharp divergence within the SaaS sector:
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$Shopify(SHOP)$ rose over 6% after beating profit expectations and announcing a $2B share buyback plan.
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$Cloudflare, Inc.(NET)$ delivered strong 34% revenue growth, supported by resilient cybersecurity demand, reinforcing the idea that companies with strong moats remain safe havens for capital.
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$AppLovin Corporation(APP)$ , backed by high expectations for its AXON AI marketing platform, also highlights the resilience of AI infrastructure-type companies.
On the flip side, some companies faced harsh valuation resets:
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$Unity Software Inc.(U)$ plunged more than 26% after weak guidance. As AI lowers development barriers, SaaS firms that cannot demonstrate clear AI monetization are seeing their valuation premiums squeezed.
Should we watch for “AI Efficiency Uplift”?
The key is finding companies that use AI to increase ARPU (average revenue per user) rather than simply replacing human seats. For example, AppLovin leverages AI to boost ad conversion rates — an outcome-based pricing model that may prove more durable in the AI era.
Questions
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Do you think AI assistants like Clawdbot will eventually make apps on our phones and computers disappear?
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When a company like Unity drops 25% in a single day, is it a bargain opportunity — or a falling knife?
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Comments
Shopify is one of the largest commerce platforms in the world. It powers millions of businesses across 175 countries and is the default choice for entrepreneurs, Direct to Consumers brands and fast growing online stores.
While Amazon is the biggest market place, Shopify is the biggest merchant owned commerce platform.
Shopify is an SaaS winner because it is disciplined by cutting costs, streamlined its operations, has a laser focus on core commerce and rebuilt their margin profile.
The result : Profit beats , expanding operating leverage and a business that scales well.
Shopify isn't just a platform. It is the infrastructure layer for millions of merchants worldwide. Once merchants plug in, they rarely leave.
Shopify's revenue is tied to actual commerce. That is why it is a SaaS winner.
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至于 $Unity Software Inc.(U)$ 下降30%，我不认为这是自动讨价还价。这些大幅抛售往往反映了结构性不确定性，而不仅仅是短期盈利未达预期。如果没有一个清晰的人工智能货币化故事，估值压缩可能会持续存在，从而使“廉价”股票面临过早买入的风险。
我关注的是人工智能效率的提升。赢家将是利用人工智能来提高业绩和ARPU的公司，而不仅仅是削减席位。这就是为什么像AppLovin这样的结果驱动模型，或者像Cloudflare这样的护城河平台，在人工智能时代看起来更有弹性。
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This lesson is all the more reasons for software companies to properly work on their products without constantly relying on the AI crutch. Windows is a perfect example of not building on their success, instead they kept trying to chase easy value through their openai investment, then getting caught in no man's land.
The software should use AI as a booster, not as a replacement, for what they do best. Constantly trying to short-change their users will only serve to doom themselves.