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7213Ejaaz
biggest lesson from the openclaw saga is that the models are already 'good enough'
we just needed to string together enough tools, api calls and memory to curate an experience that didn't feel like smashing your head against a wall repeatedly
we just needed to string together enough tools, api calls and memory to curate an experience that didn't feel like smashing your head against a wall repeatedly
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lmao so just to recap the week:
- openai acquired peter steinberger and openclaw committing to keep the project 100% open source and make it a core part of openai’s ecosystem. zuck is fckin fuming.
- china’s bytedance got sued by disney and hollywood for their seedance video model being so damn good BUT turns out it doesn’t even use their IP, it’s just that good lol
- a clawdbot (openclaw) gave birth to a replicate of itself and autonomously paid for its api access
- some random dude discovered $1.5 trillion worth of lithium buried under a super volcano in nevada miraculously solving the USA’
- openai acquired peter steinberger and openclaw committing to keep the project 100% open source and make it a core part of openai’s ecosystem. zuck is fckin fuming.
- china’s bytedance got sued by disney and hollywood for their seedance video model being so damn good BUT turns out it doesn’t even use their IP, it’s just that good lol
- a clawdbot (openclaw) gave birth to a replicate of itself and autonomously paid for its api access
- some random dude discovered $1.5 trillion worth of lithium buried under a super volcano in nevada miraculously solving the USA’
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bruh if this is real then deepseek v4 is as good at coding as codex 5.3 and opus 4.6 BUT 20-30X CHEAPER
no f*ckin way
either this is benchmaxxed or chinas made a breakthrough in post-training these models
no way they’re doing this on their gpus
no f*ckin way
either this is benchmaxxed or chinas made a breakthrough in post-training these models
no way they’re doing this on their gpus
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i really think apple should acquire openclaw
openclaw went viral because it proved running AI locally on your device is a fucking amazing experience NOT because it’s open source
- majority of people have no idea how to set up soul md and skills, that’s where centralized companies excel - they create a better experience that over shadows the fact it’s open source
- apple have built their entire ecosystem to favour localised compute, private cloud and encryption
- they’re the only company that’s built their supply chain to scale local AI
- it’s quick, it’s cheap, it knows who you are because
openclaw went viral because it proved running AI locally on your device is a fucking amazing experience NOT because it’s open source
- majority of people have no idea how to set up soul md and skills, that’s where centralized companies excel - they create a better experience that over shadows the fact it’s open source
- apple have built their entire ecosystem to favour localised compute, private cloud and encryption
- they’re the only company that’s built their supply chain to scale local AI
- it’s quick, it’s cheap, it knows who you are because
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chinese AI labs are dominating right now
- LLMs: mini-max 2.5 is claude code but 20X cheaper, GLM-5 (zhipu) is a beast, deepseek 4 coming this month. they’re as good as american models but way fckin cheaper.
- video models: china is undeniably #1 here. seedance 2.0, klingAI 3 are AMAZING - it’s hard to tell the difference between what’s real and what’s not.
- open source: once again chinas #1, 90% of their models are free to download and use locally, it’s also cheaper to use - i know a bunch of US startups that use chinese models to save costs (airbnb too lol)
- robotics: china’s producin
- LLMs: mini-max 2.5 is claude code but 20X cheaper, GLM-5 (zhipu) is a beast, deepseek 4 coming this month. they’re as good as american models but way fckin cheaper.
- video models: china is undeniably #1 here. seedance 2.0, klingAI 3 are AMAZING - it’s hard to tell the difference between what’s real and what’s not.
- open source: once again chinas #1, 90% of their models are free to download and use locally, it’s also cheaper to use - i know a bunch of US startups that use chinese models to save costs (airbnb too lol)
- robotics: china’s producin
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can we just take a moment to appreciate 2 companies are EACH dropping billion-dollar wands that can ‘magic’ into existence any app, tool, software or feature you can dream up of - in minutes for $20 a month?
who cares if you’re team codex or team claude this shit is insane and unheard of a year ago.
who cares if you’re team codex or team claude this shit is insane and unheard of a year ago.
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my god this week felt like that Red Wedding episode of game of thrones but for AI alignment
- openai fired their safety exec after she voiced opposition to their upcoming “adult mode” for 18+ chatgpt convos
- anthropic’s head of safeguards just quit because “the world is in peril” and wants to write poetry (??)
- xAI lost 11 people (2 of them cofounders) with one saying autonomously self-improving AI “go live in 12 months”
oh and all of this comes right as we discovered ai models are now *building themselves* (codex, claude) and are sabotaging their human supervisors (anthropic risk report) wi
- openai fired their safety exec after she voiced opposition to their upcoming “adult mode” for 18+ chatgpt convos
- anthropic’s head of safeguards just quit because “the world is in peril” and wants to write poetry (??)
- xAI lost 11 people (2 of them cofounders) with one saying autonomously self-improving AI “go live in 12 months”
oh and all of this comes right as we discovered ai models are now *building themselves* (codex, claude) and are sabotaging their human supervisors (anthropic risk report) wi
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something’s definitely changed.
in <6 months i’ve gone from “i fucking hate paying $500 a month to use ai models” to
“i only pay $500 to use these ai models??? bargain”
the productivity gains unlocked from the latest models are unmistakable
you can now do a weeks work in hours
in <6 months i’ve gone from “i fucking hate paying $500 a month to use ai models” to
“i only pay $500 to use these ai models??? bargain”
the productivity gains unlocked from the latest models are unmistakable
you can now do a weeks work in hours
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i don't think you fully appreciate how quickly ai infrastructure has become a foundational asset class. <6 months ago everyone were screaming circle jerk economy
look at todays news:
- $100B demand to buy into google's $20B debt round (5X oversubscription) (zero equity)
- anthropic + xAI raising $15B to do the same
these are clear signals tradfi is comfortable with the capex risk (why else would they risk that much capital for zero equity)
more compute = higher intelligence = greater revenue
elon realises that and is IPO-ing spacex
sam realises that and is IPO-ing oai
we have not seen the la
look at todays news:
- $100B demand to buy into google's $20B debt round (5X oversubscription) (zero equity)
- anthropic + xAI raising $15B to do the same
these are clear signals tradfi is comfortable with the capex risk (why else would they risk that much capital for zero equity)
more compute = higher intelligence = greater revenue
elon realises that and is IPO-ing spacex
sam realises that and is IPO-ing oai
we have not seen the la
XAI2,95%
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ai’s becoming a type of drug addiction.
spoken to a lot of friends recently who are increasingly offloading their thinking and mental cognition on to LLMs
grocery lists, dealing with a sensitive work situation, relationship resolution, coding tasks, emails, documents etc
mental atrophy is very real and accelerating quicker than i thought
the obvious result from this is an increased reliance on ai to function - like an addiction - but in this case for vital human cognition.
whether thats good or bad isn’t really something i want to comment but whats clear is we’re going to need a lot more compu
spoken to a lot of friends recently who are increasingly offloading their thinking and mental cognition on to LLMs
grocery lists, dealing with a sensitive work situation, relationship resolution, coding tasks, emails, documents etc
mental atrophy is very real and accelerating quicker than i thought
the obvious result from this is an increased reliance on ai to function - like an addiction - but in this case for vital human cognition.
whether thats good or bad isn’t really something i want to comment but whats clear is we’re going to need a lot more compu
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the chart everyone needs to see
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turns out all it took for Apple to be taken seriously in AI was one lobster-themed claude agentQ1 mac mini sales about to send the stock back to #2
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this is the type of grind you want to see from a top AI lab on a saturday afternoonAnthropic is currently printing billions from claude codeand their models are queried 10Ms of times daily, used by every single important company out there…… and yet their head of growth still finds the time to email random people for product feedback to help them improve very bullish.
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man you’ve got to give it to anthropic:
- zero founder exits (all 6 founders still there)
- projecting $70B ARR by 2028, first profitable major AI lab beating OpenAI
- doesn’t need to turn on ads, enterprise rev supports them
- $500M from microsoft just to access claude
- $1T+ IPO this year
- meticulous focus on building elite products (claude code, cowork) instead of spraying money everywhere
- Claude code absolute cash cow, aiming higher with cowork.
- maintained #1 coding model despite competitors spending more on theirs
- support from google (owns 14%) amazon (20%) and NVIDIA ($5B)
if ther
- zero founder exits (all 6 founders still there)
- projecting $70B ARR by 2028, first profitable major AI lab beating OpenAI
- doesn’t need to turn on ads, enterprise rev supports them
- $500M from microsoft just to access claude
- $1T+ IPO this year
- meticulous focus on building elite products (claude code, cowork) instead of spraying money everywhere
- Claude code absolute cash cow, aiming higher with cowork.
- maintained #1 coding model despite competitors spending more on theirs
- support from google (owns 14%) amazon (20%) and NVIDIA ($5B)
if ther
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'twas a quiet slow Sunday afternoon... the city streets were empty, laughter from cocktail brunches: non-existent.. just silence... except for the faint clattering of keyboards prompting claude
"write me an X article that maximizes impressions, any topic, minimum 1000 words - make no mistakes"
"write me an X article that maximizes impressions, any topic, minimum 1000 words - make no mistakes"
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the big showdown this year will be between Anthropic vs. Google
with the success of claude code and cowork, anthropic has proven something most people missed:
desktop app + browser plugin = lethal combo
where are all those ai browsers? openai atlas? dead. perplexity comet? dead.
anthropic met the users where they WERE instead of trying to crack the browser monopoly.
now claude code, cowork connect to
any folder, app on your desktop AND your browser - that means it has access to anything you can browse on the internet. email, shopping carts, youtube, bank accounts - you name it.
just describe
with the success of claude code and cowork, anthropic has proven something most people missed:
desktop app + browser plugin = lethal combo
where are all those ai browsers? openai atlas? dead. perplexity comet? dead.
anthropic met the users where they WERE instead of trying to crack the browser monopoly.
now claude code, cowork connect to
any folder, app on your desktop AND your browser - that means it has access to anything you can browse on the internet. email, shopping carts, youtube, bank accounts - you name it.
just describe
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if you want to understand just how big of a deal claude cowork is - look no further than claude code.
claude code went from $0 to $1B revenue in less than 6 months
if it were it's own startup it would've been the quickest startup to reach $1B revenue in history
but it didn't stop there - by the end of 2025 it had hit $9B in rev (9X in <12 months)
but then anthropic noticed a weird trend - developers were using claude code to do... non-coding work
"I noticed them using it to clean up their email, do vacation research, building slide decks, recovering wedding photos..." - Boris Cherny (claude
claude code went from $0 to $1B revenue in less than 6 months
if it were it's own startup it would've been the quickest startup to reach $1B revenue in history
but it didn't stop there - by the end of 2025 it had hit $9B in rev (9X in <12 months)
but then anthropic noticed a weird trend - developers were using claude code to do... non-coding work
"I noticed them using it to clean up their email, do vacation research, building slide decks, recovering wedding photos..." - Boris Cherny (claude
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i know we're all glazing claude right now but google just had the mother-of-all launches and everyone's missing it
they just one-shotted Apple and openai in a single week
firstly, the apple deal - 2 billion apple devices will now run google , apple pays them $1B per year for the privilege but thats not even the most insane part - this is apple admitting google's the only company they *can use* for AI at scale. why? because google has the full stack (infra, models, distribution, data) and can scale to apples size.
openai and anthropic are small fish, thats why their apple partnerships died. t
they just one-shotted Apple and openai in a single week
firstly, the apple deal - 2 billion apple devices will now run google , apple pays them $1B per year for the privilege but thats not even the most insane part - this is apple admitting google's the only company they *can use* for AI at scale. why? because google has the full stack (infra, models, distribution, data) and can scale to apples size.
openai and anthropic are small fish, thats why their apple partnerships died. t
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did everyone just wake up and decide to drop banger launches today?
anthropic: claude cowork, claude health
apple/google: powered siri
1KX Neo: new robot world model contesting VLAs
openai: acquisition spree + health ai
Meta: launching Meta Compute 20GW+
i knew the pace of progress in 2026 was going to make 2025 look cringe but it’s only week 2 ffs this is unprecedented
anthropic: claude cowork, claude health
apple/google: powered siri
1KX Neo: new robot world model contesting VLAs
openai: acquisition spree + health ai
Meta: launching Meta Compute 20GW+
i knew the pace of progress in 2026 was going to make 2025 look cringe but it’s only week 2 ffs this is unprecedented
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you can just FEEL the stickiness of all this shit seeping into society.
ai tiktok’s with million of likes. search with google? nah i’ll chatgpt that. don’t understand that tweet? tap the grok button. hey clean up my gmail. oh you need help turning on the oven?!
- fuck it i’ll vibe code you up an app you can use on your phone!
this week it’s healthcare, next week it’s online shopping the week after it’s 50% of consulting roles the year after it’s all manual blue collar work
this shit is going to embed itself into every basic human instinct
i already find myself trusting chatgpt food recommend
ai tiktok’s with million of likes. search with google? nah i’ll chatgpt that. don’t understand that tweet? tap the grok button. hey clean up my gmail. oh you need help turning on the oven?!
- fuck it i’ll vibe code you up an app you can use on your phone!
this week it’s healthcare, next week it’s online shopping the week after it’s 50% of consulting roles the year after it’s all manual blue collar work
this shit is going to embed itself into every basic human instinct
i already find myself trusting chatgpt food recommend
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