To The Moon

One 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 Di

Just a few months ago, we were all riding the "AI-phoria" (AI euphoria) wave. Now, the market seems to have flipped into "AI-phobia" (AI fear) mode almost overnight. With the $NASDAQ(.IXIC)$ dropping over 2% last night and tech giants stalling, giants like Walmart and Coca-Cola are quietly hitting new highs. Is this a turning point for the bull market? Should we be shifting our portfolios toward defensive sectors? 1. The AI "Reaper" is Looking for Losers The logic has shifted. Previously, everyone believed AI would change the world; now, everyone is worrying: Whose rice bowl is AI going to break? This anxiety is spreading from traditional software into the $10 trillion information services market, including finance, real estate, logistics, and la