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.
@Tiger_comments @TigerStars
As for $Unity Software Inc.(U)$ 30% drop, I don’t see it as an automatic bargain. These sharp sell-offs often reflect structural uncertainty, not just short-term earnings misses. Without a clear AI monetization story, valuation compression can persist, making “cheap” stocks risky to catch too early.
What I’m focused on is the AI efficiency uplift. The winners will be companies that use AI to raise outcomes and ARPU, not just cut seats. That’s why outcome-driven models like AppLovin, or moat-heavy platforms like Cloudflare, look more resilient in the AI era.
@TigerStars @TigerClub @Tiger_comments