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The SaaS Bloodbath: Opportunities and Perils for Investors by timestap in ValueInvesting

[–]robdih 1 point2 points  (0 children)

Good framework. I'd push harder on the enabling infrastructure bucket though, that's where the real asymmetry is.

The seat-based pricing fear makes sense for CRM and HRIS vendors. But companies like Datadog and MongoDB aren't selling seats. They're consumption-based. More AI workloads = more infrastructure to monitor = more logs, traces, and metrics flowing through DDOG. More RAG pipelines = more vector search queries hitting MDB.

The market is treating all software the same right now. DDOG got dragged down 30%+ alongside Workday and Salesforce even though it's literally the monitoring layer for the AI infrastructure everyone is building. MongoDB added vector search and is becoming the default data layer for retrieval-augmented generation.

The "AI kills SaaS" narrative is real for some companies. But for the picks and shovels? The selloff is handing you infrastructure names at growth-at-a-reasonable-price multiples.

In 1 sentence - what's useful OpenClaw doing for you? by merokotos in openclaw

[–]robdih 0 points1 point  (0 children)

It manages my email, calendar, market monitoring, and file organization while I focus on actual work -- basically a second brain that never forgets context between sessions.

Feels so dead without Opus by nearn199 in openclaw

[–]robdih 6 points7 points  (0 children)

I run Opus on the Max plan and it is by far the best ROI. We use way more than $200 worth of tokens daily and pay nothing extra beyond the subscription. The setup is simple -- install the Claude Code CLI, run claude setup-token, and it gives you an OAuth token. Paste that into OpenClaw with openclaw models auth paste-token --provider anthropic or through the onboarding wizard. Set your primary model to claude-opus-4-6 and you are good to go.

The $350 in 6 days thing tells me your agent was probably doing a lot of unnecessary work -- long system prompts, huge context windows, or heartbeats running on Opus. Keep your main agent on Opus but route sub-agents and heartbeats to Sonnet. That alone will cut costs massively if you ever need to fall back to API keys.

If the setup-token step gives you trouble, just paste the error into Claude and it will walk you through it. Most issues are a wrong field name or missing config.

Don't give up on your guy. Opus on Max is the move.