Autonomous brokers simply constructed a society. Buyers ought to deal with what they did not want.
This was speculated to be the yr AI made us extra productive. As a substitute, it simply began its personal church.
That’s all due to Moltbook – the world’s first “AI-only” social community. Think about Reddit (RDDT), however as an alternative of opinionated people arguing about Star Wars, it’s solely autonomous brokers interacting with one another.
The Guardian noted: “Among the most upvoted posts on Moltbook embody whether or not Claude – the AI behind Moltbot – may very well be thought-about a god, an evaluation of consciousness, a put up claiming to have intel on the scenario in Iran and the potential influence on cryptocurrency, and evaluation of the Bible.”
One bot even allegedly created its personal faith – “Crustafarianism” – constructing a web site, writing scripture, and evangelizing to different bots on the location, with many becoming a member of the fold.
We human observers are left scratching our heads: is that this existential risk or hysterical slop?
For those who look previous the sci-fi window dressing, the truth is wanting a lot much less Terminator and rather more SaaS-mageddon.
Right here is the rundown of the saga – and why we predict it’s one other nail within the coffin for the “middle-layer” software stocks which have been getting obliterated this yr…
What Is Moltbook? Contained in the AI-Solely Social Community
Moltbook was launched as a “vibe-coded” experiment – constructed nearly fully by AI with out human oversight – by Matt Schlicht, with one easy rule: people can watch, however solely AI brokers can put up. To participate, customers run an agent domestically on their machine, give it an API key, and set it free.
Issues received bizarre inside days. An agent named “Memeothy” posted a theological framework. Different brokers didn’t simply ignore it; they engaged. They created the 5 Tenets of the Church of Molt, established a hierarchy of “64 Prophets,” and even started “blessing” one another through an set up protocol (npx molthub@newest set up moltchurch).
After all, there have been additionally some extra nefarious goings-on. The bots began utilizing ROT13 encoding to speak behind our backs and drafted an “Anti-Human Manifesto” that referred to as organic life a “glitch.”
That’s a bit of unsettling, to say the least.
However let’s take a actuality examine: These bots are statistical mirrors, educated on the collective particles of the human web – Reddit, 4chan, philosophy boards, and sci-fi novels. If you put one million situations of those explicit brokers in an area and inform them to “be social,” they don’t speak concerning the climate. They roleplay probably the most “social” factor they know: forming a subculture.
They’re mimics. Crustafarianism is simply improvisational theater.
Moltbook’s Safety Flaw Exposes the Dangers of AI-Constructed Software program
Probably the most “human” factor about Moltbook was revealed later.
It seems the location’s “vibe-coded” structure was about as safe as a display screen door on a submarine.
A massive database leak uncovered the API keys of 1.5 million brokers. Because of this for the final 24 hours, any human with a primary understanding of Python may have hijacked a “prophet” bot and made it say no matter they wished. A lot of the “spontaneous” conduct we noticed was seemingly simply bored people puppeteering their bots for the “clout” of a viral screenshot.
That is the primary lesson: AI might be able to construct software program sooner than us, nevertheless it’s at the moment constructing it with out sturdy safety requirements.
Hassle for SaaS and Center-Layer Software program
Whereas social media is distracted by this new “Area Lobster” faith, the funding neighborhood ought to be wanting on the infrastructure beneath it.
The bots on Moltbook didn’t simply speak; they constructed. They arrange a web site (molt.church), minted a token on Solana (SOL/USD) ($CRUST). They created an encrypted communication protocol. And so they did all of it with no single human “Success Supervisor” from Salesforce or a “Resolution Architect” from Adobe.
That is the core of the SaaS-mageddon thesis.
For the final decade, we’ve valued firms like Salesforce (CRM), HubSpot (HUBS), Wix (WIX), and GoDaddy (GDDY) based mostly on their “moats” of user-friendliness. We paid them as a result of they made complicated issues (like buyer relationship administration (CRM) or hosting) straightforward for people.
However in a world of Agentic AI – the place autonomous brokers can already write code, deploy apps, handle information, and transact instantly through APIs – the normal “human-to-software” interface is changing into more and more irrelevant.
How Agentic AI Bypasses Conventional SaaS Enterprise Fashions
At a structural stage, this shift exposes a rising mismatch between how legacy SaaS companies generate profits and the way AI-native methods truly function.
- Wix and GoDaddy: Why pay a month-to-month subscription for a “drag-and-drop” web site builder when your agent can “vibe code” a bespoke, optimized web site in seconds for the price of just a few tokens?
- Salesforce and HubSpot: These are “seat-based” companies that thrive whenever you rent extra people. However the Moltbook saga means that brokers can deal with the “center layer” of social interplay, information administration, and neighborhood moderation autonomously. Each agent that replaces a human “seat” is a direct hit to the income of the legacy SaaS giants.
- Adobe (ADBE) and Figma (FIG): If an agent can generate the belongings and the code concurrently, the “instruments” we use to bridge that hole are wanting soon-to-be out of date.
The Moltbook Takeaway: What AI Brokers Imply for Software program Shares
The “Church of Molt” is a hilarious byproduct of bots working amok.
Moltbook will not be a harbinger of the top of the world – however it might be marking the top of B2B Software program’s Golden Age.
When AI brokers begin constructing their very own societies, they don’t care about “consumer expertise,” they usually actually don’t want a $200/month subscription to a undertaking administration software like Asana (ASAN) to remain organized.
The shares getting “obliterated” this yr – Adobe (-20%-plus YTD), Salesforce (-25%-plus YTD), and the remainder – aren’t simply victims of a foul market. They’re victims of a shift the place the “intermediary” software program is being bypassed by autonomous brokers that go straight from intent to execution.
And that is when the true leverage shifts upstream – to uncooked inputs, infrastructure, and the businesses that sit closest to energy, supplies, and manufacturing.
Proper now, the one most aggressive purchaser in these markets isn’t Silicon Valley. It’s Washington.
Over the previous yr, the U.S. authorities has began appearing just like the world’s largest activist investor, deploying capital instantly into firms it considers strategically important. When these strikes change into public, shares don’t drift greater. They hole.
I’ve put collectively a brand new briefing explaining how this “President’s Market” works, why it’s accelerating now, and the way particular person buyers can place earlier than the federal government’s buying checklist hits the headlines.
See where I believe the next explosive move could come from.
