Remember when Long Island Iced Tea rebranded to Long Blockchain Corp and tripled? Kodak launched a shitcoin and doubled? Nobody knew what a merkle tree was but blockchain was going to change everything. Number go up.
Now it’s number go down. Claude drops a model and the entire software sector eats shit. Anthropic announces Mythos and security stocks lose 20% in a session.
Cloudflare lost 14% in a day. A company that runs CDN, DDoS protection, and edge compute across 300+ cities. Internet plumbing. You can’t replace a data center with a smarter chatbot. More AI adoption means more traffic, more endpoints, more attack surface – all stuff Cloudflare sells. They got dumped because some terminal tagged them cybersecurity and cybersecurity is in the kill zone now I guess.
2017: blockchain, euphoria, buy everything. 2025: Anthropic, apocalypse, sell everything.
Sure some SaaS names should genuinely worry but “Claude got smarter and detected some bugs therefore sell Cloudflare cause cybersecurity is f-ed” is regarded.
PS: I used Claude to write this post therefore Reddit is f*cked.
The SaaSpocalypse is crypto mania in reverse
byu/vicblaga87 inwallstreetbets
Posted by vicblaga87
9 Comments
the irony here is that everyone panic selling these infrastructure plays is probably gonna create some decent buying opportunities for people who actually understand what these companies do
i work in sports analytics and we use cloudflare for everything – cdn delivery for our video content database protection from ddos attacks when big games drive traffic spikes the whole stack basically. ai getting better doesnt make any of that go away it just means we need more robust infrastructure to handle the increased compute loads
reminds me of dot com crash when people were dumping anything with internet in the name even if it was just selling groceries online with solid fundamentals. panic selling rarely makes sense when you look at actual business models instead of just whatever narrative is trending that week
also lol at using claude to write a post about how ai is killing everything – peak wsb energy right there
AIds
Jokes on you, I went straight to the comments without reading.
I don’t know why I am here.
Agree with this but the big runners are going to be Microsoft and Oracle, not the mid tier utility companies
Couldn’t even shit out 6 short paragraphs without an LLM? Inverse this regard
Very SaaSy post
You can’t have more than 2 paragraphs with a TLDR man, that is unprofessional.
The only thing i got away from this is that you used Claud to write.
Just say you’re gay bro.
Let’s assume for a moment that there’s big everywhere and Claude will find them faster. That means you should start paying companies like CloudFlare even more as they are the only thing standing between survival and apocalypse. Drop in CloudFlare stock because of Mythos is insane.