SaaSocalypse refers to the market correction of SaaS stocks - driven by the fear that AI would deprecate the need for SaaS. I think it is mostly unfounded - SaaS is not going anywhere - it is just getting a new class of customers - Agents. Agents will both consume and create more SaaS - so we should expect an explosion of SaaS rather than an implosion.

But what I think is real, and immediate, is Slopocalpyse. And I think we are only seeing the tip of it.

Entire socials are drowning out in AI slop. This is creating a very 'jarring' experience to consumers who are subject to the AI driven regurgitation of content. But I suspect there is something more sinister going on underneath.

Over the last two years - I have started using AI more and more driven by a belief that rapidly accelerated use of AI will result in efficiency and performative gains over all domains. One of the important subjects has been business strategy. I have been running long discussions - specifically with Claude Opus, around business strategy for NonBioS.

This is something which started naturally as I upped my use of AI for everything. However, I am now coming around to the conclusion that this could be drastically counter productive. And the danger is not just that it is robbing you of critical thinking skills, or drowning your thoughts in sycophantic AI prose, it is that in my experience it could be disastrously, concretely wrong.

Two instances which closed this gap for me - I ran two specific discussions with Opus on specific business outcomes. One was around marketing tactics for NonBioS, and the other was improving conversions. These were not just single chats - but multiple of them looking at the topics with different lenses. Over the next few months I largely executed the advice that Opus gave me. The outcomes from those two actions which happened over the last quarter are just becoming visible - and it is becoming clear that both the tactics were disastrously wrong. Not only did they not result in the desired outcomes - but they diverted efforts from strategies that would have worked better. The culprit was Opus - and the blame was on me who chose to believe in it.

For the strategy around marketing tactics - Opus advised me that email marketing to our already existing userbase, which runs into thousands, would be the most productive marketing tactic. This worked out wrong - largely because most of our early users came from my network - (ex)engineers, IIT, (ex)FAANG professionals. But our most valuable builders turned out to be solo/independent business founders based in developed markets. For the second discussion around improving conversions - Opus advised me to reduce our entitlements on the free plan - this tanked our conversion instead. After we realized it, we overcompensated - and dramatically increased the free plan entitlements. This got conversion back on track, and then some.

In both cases, the answers that Opus gave were wrong. But the answers being wrong is not the main problem - the problem is that confident, well-reasoned wrongness is more dangerous than obvious wrongness, because you act on it.

But this wasn't the first time, I noticed similar behavior from Gemini in March of 2025. In our internal testing at NonBioS the Gemini March 2025 checkpoint - was one of the best coding models ever. Matching the current SOTA frontier models - this is something which has been reported around the internet. The key behaviour that I recall with Gemini was - that what made it best for coding - seemed like it made it disastrous for non coding fields. Specifically medicine - of which I ran multiple tests - multiple chats revealed that Gemini will double down on a wrong diagnosis once it made that call and will not retrace or revisit the diagnosis even when provided with compelling counter evidence.

This is very similar to what I suspect is going on with Opus. My thesis is that models which are great at coding are horrible in domains where the solution space is unbounded - like medicine or business strategy. And I suspect it is for the exact same reasons that make them great at coding. When given a problem space, they will choose a solution early on and double down on it. In coding, this behaviour is rewarding - because if the solution doesn't work - it can be verified quickly - you can backtrack - and try something else. And the strong belief that the solution is correct helps you converge to the point of verification rapidly.

But in subjects where the outcomes are open-ended, require substantial resources to implement, and results are visible only over a longer time period, the optimal strategy requires deeper holistic evaluations of early solutions to create a more grounded perspective.

The disaster specifically is to use frontier coding models for domains where the solution space is open-ended, and it happens not just because of the specific thought process that coding models are excellent with, but also because of the unique intersection of reinforcement learning driven sycophancy combined with their ability to convince you of their thought process due to the scaling law enablements.

Slopocalypse is not just the socials being overrun by AI drivel, but our minds being overrun with confident, well-articulated but ungrounded AI thoughts. And it's not just that they sometimes end up steering us towards wrong discussions in places that matter most, but they are robbing us of our ability to drive our thoughts to come up with our own convictions. Because that is what makes us humans above anything else - and we might be trading it away already.