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My latest conversation with the always incredible Benedict Evans: OpenAI’s moat problem, the rise of ephemeral and improvised sofware, OpenClaw & agents. 00:00 Intro 01:06 OpenAI's Focus Shift 03:12 ChatGPT usage: a "mile wide, inch deep" 09:03 Why better models do not solve the real problem 13:58 Why AI...

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Matt Turck

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36,594 просмотров • 5 месяцев назад •via X (Twitter)

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We're entering a new era of software where a single person, working with AI agents, can build products that previously required entire teams. In this episode of the Lightcone Podcast, they break down the rise of AI coding agents, "tokenmaxxing", and the emerging workflows behind tools like Claude Code and OpenClaw. They discuss why AI systems today feel less like productivity tools and more like collaborators, why the future of AI should be personal and user-controlled, and how founders are starting to build software in completely new ways. 00:00 — Will you control your AI? 00:47 — Coding again after 13 years 01:56 — Rebuilding a startup with Claude Code 05:50 — Software that thinks like a journalist 07:09 — The rise of “tokenmaxxing” 10:07 — The accidental creation of GStack 14:21 — The workflow behind 400x output 20:59 — Thin Harness, Fat Skills 24:35 — AI agents are like Ferraris 27:12 — The future of personal AI 38:37 — Buying back time with tokens
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You’ve probably already heard all about OpenClaw (formerly Clawdbot/Moltbot). Now meet the man behind it. YC’s Raphael Schaad sat down with Peter Steinberger 🦞, the creator of OpenClaw, to discuss the “aha” moment behind the viral personal AI agent, why local-first agents could replace many of today’s apps, and how personal agents will reshape the future of software. 00:00 – OpenClaw takes over the internet 00:44 – Life after going viral 01:28 – Why OpenClaw took off, what sets it apart 02:56 – Bots talking to bots (and hiring humans) 04:11 – From “God AI” to swarm intelligence 05:07 – Peter’s original “aha” moment 06:38 – Rebuilding the agent as a conversation 07:38 – The moment it exceeded expectations 10:21 – Are apps going to disappear? 12:31 – Memory, data silos, and ownership 14:39 – The privacy reality of personal agents 15:05 – Letting the bot loose in public Discord 16:55 – Giving an agent a personality 18:19 – Contrarian building philosophy 20:09 – CLIs vs MCPs 21:28 – Building for humans first 21:46 – The road ahead
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You’ve probably already heard all about OpenClaw (formerly Clawdbot/Moltbot). Now meet the man behind it. YC’s Raphael Schaad sat down with Peter Steinberger 🦞, the creator of OpenClaw, to discuss the “aha” moment behind the viral personal AI agent, why local-first agents could replace many of today’s apps, and how personal agents will reshape the future of software. 00:00 – OpenClaw takes over the internet 00:44 – Life after going viral 01:28 – Why OpenClaw took off, what sets it apart 02:56 – Bots talking to bots (and hiring humans) 04:11 – From “God AI” to swarm intelligence 05:07 – Peter’s original “aha” moment 06:38 – Rebuilding the agent as a conversation 07:38 – The moment it exceeded expectations 10:21 – Are apps going to disappear? 12:31 – Memory, data silos, and ownership 14:39 – The privacy reality of personal agents 15:05 – Letting the bot loose in public Discord 16:55 – Giving an agent a personality 18:19 – Contrarian building philosophy 20:09 – CLIs vs MCPs 21:28 – Building for humans first 21:46 – The road ahead

Y Combinator

359,440 просмотров • 6 месяцев назад

"We are clearly entering a world where a product-minded engineer is now empowered to produce software without writing a line of code for it." In this conversation, Temporal CEO Samar Abbas joins a16z GPs Sarah Wang and Raghu Raghuram to cover: - Why agents are going from short-lived and interactive to long-running and async - Why the engineer of the future manages 15 parallel AI tasks at once - How OpenAI Codex runs millions of concurrent agent executions on Temporal - How real-time context engineering is exploding on Temporal - Why SaaS isn't dead, and value is migrating to APIs 00:00 Introduction 04:03 Temporal's origin story 11:14 Why agents raise the stakes 16:00 Specialized agents need durable RPC 25:20 Deep research agents 30:58 Execution histories as a superpower 39:04 Minimal viable long-running agent architecture 45:07 Context engineering at scale 52:40 Where value accrues: The "five-layer cake" and breakout AI applications Samar Abbas Sarah Wang Raghu Raghuram
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a16z

45,989 просмотров • 6 месяцев назад

In this livestream I break down the OpenClaw AI agent narrative from the operator’s perspective: what it actually is, why it’s different from ChatGPT/Grok/Claude Code, and why “it’s just automation” misses the real shift. We cover the practical unlocks (local execution, persistent memory, computer-use + browser control, reusable skills/plugins) and why this design pattern can replace a lot of expensive SaaS workflows over time. Then I zoom out to the crypto angle: why the market will mint endless OpenClaw “slop” coins, how I think about separating infra from hype, and the two names I’m watching (BNKR + CLAWD). 00:00 Why the OpenClaw AI agent narrative is bigger than you think 00:39 Two-part video: OpenClaw productivity first, crypto narrative second 01:30 What OpenClaw is (an AI agent framework, not a chatbot) 01:44 Why ChatGPT, Grok, and Claude Code are still useful but incomplete 03:19 OpenClaw vs n8n and Zapier for automation 05:03 Why Zapier pricing breaks real businesses 06:07 Why running locally matters (any app, any chat platform) 07:56 Persistent memory: how agents learn your style over time 09:55 Computer-use agents: browser control and no-API workflows 11:27 Skills and plugins: reusable workflows that self-improve 13:52 The simple setup and why model choice is flexible 16:05 Cross-platform ops: Telegram, Slack, Discord, and email in one brain 20:52 Why AI SaaS tools get replaced by agent-built workflows 25:37 What this is not: no AGI, no “sentient” coin story 29:55 How to approach the OpenClaw coin wave (infra over slop) 32:43 BNKR and CLAWD: my two picks for exposure to the narrative
44:45

In this livestream I break down the OpenClaw AI agent narrative from the operator’s perspective: what it actually is, why it’s different from ChatGPT/Grok/Claude Code, and why “it’s just automation” misses the real shift. We cover the practical unlocks (local execution, persistent memory, computer-use + browser control, reusable skills/plugins) and why this design pattern can replace a lot of expensive SaaS workflows over time. Then I zoom out to the crypto angle: why the market will mint endless OpenClaw “slop” coins, how I think about separating infra from hype, and the two names I’m watching (BNKR + CLAWD). 00:00 Why the OpenClaw AI agent narrative is bigger than you think 00:39 Two-part video: OpenClaw productivity first, crypto narrative second 01:30 What OpenClaw is (an AI agent framework, not a chatbot) 01:44 Why ChatGPT, Grok, and Claude Code are still useful but incomplete 03:19 OpenClaw vs n8n and Zapier for automation 05:03 Why Zapier pricing breaks real businesses 06:07 Why running locally matters (any app, any chat platform) 07:56 Persistent memory: how agents learn your style over time 09:55 Computer-use agents: browser control and no-API workflows 11:27 Skills and plugins: reusable workflows that self-improve 13:52 The simple setup and why model choice is flexible 16:05 Cross-platform ops: Telegram, Slack, Discord, and email in one brain 20:52 Why AI SaaS tools get replaced by agent-built workflows 25:37 What this is not: no AGI, no “sentient” coin story 29:55 How to approach the OpenClaw coin wave (infra over slop) 32:43 BNKR and CLAWD: my two picks for exposure to the narrative

VirtualBacon

22,428 просмотров • 6 месяцев назад

How to Survive a Financial Apocalypse | Paolo Ardoino 🤖 00:00 Tether Is Becoming More Than a Stablecoin 03:00 KPMG Audit Answers 12 Years of Tether Criticism 05:22 Will Tether Be Audited Every Year? 09:51 Why Tether Hedges the Dollar With Bitcoin 12:10 Why Tether Owns Bitcoin, Gold and Farmland 13:45 Why Gold Still Matters More Than Bitcoin Globally 15:45 Why Bitcoin Is Still Too Early for the World 18:58 Tether Could Become a Top 5 Buyer of U.S. Treasuries 20:34 How Stablecoins Decentralize U.S. Debt Ownership 23:44 Will AI Eventually Do Everything for Us? 26:18 Why the Global AI Race Is Moving So Fast 28:28 Tether’s Plan to Become a “Stable Company”
34:31

How to Survive a Financial Apocalypse | Paolo Ardoino 🤖 00:00 Tether Is Becoming More Than a Stablecoin 03:00 KPMG Audit Answers 12 Years of Tether Criticism 05:22 Will Tether Be Audited Every Year? 09:51 Why Tether Hedges the Dollar With Bitcoin 12:10 Why Tether Owns Bitcoin, Gold and Farmland 13:45 Why Gold Still Matters More Than Bitcoin Globally 15:45 Why Bitcoin Is Still Too Early for the World 18:58 Tether Could Become a Top 5 Buyer of U.S. Treasuries 20:34 How Stablecoins Decentralize U.S. Debt Ownership 23:44 Will AI Eventually Do Everything for Us? 26:18 Why the Global AI Race Is Moving So Fast 28:28 Tether’s Plan to Become a “Stable Company”

The Wolf Of All Streets

165,937 просмотров • 5 дней назад

In this episode of the Lightcone Podcast, we sat down with Mukund Jha and Madhav Jha, the founders of Emergent - an AI platform that lets anyone build and ship production-ready software. In just eight months, users have created more than 7 million apps on Emergent, with the number doubling in just the last 45 days. We discuss how they built one of the most powerful AI coding agents, why they focused on non-technical users and what it's like building for a global audience from India. 00:00 - Intro 01:06 - What Is Emergent? 01:18 - Founder Backstory 02:09 - From AI Testing to General Coding Agents 02:52 - Getting Ahead of the Market 04:18 - The Pivot to Non-Technical Users 05:22 - Why Second Movers Can Win in AI 09:04 - Building for Production, Not Just Prototypes 18:21 - Live Demo: Building Apps with Emergent 24:40 - How Emergent Hires and Runs a Lean Team 29:04 - Is SaaS Dead? The Rise of Personalized Software 34:04 - The Future: Niche Apps, Solo Builders and AI Agency
39:32

In this episode of the Lightcone Podcast, we sat down with Mukund Jha and Madhav Jha, the founders of Emergent - an AI platform that lets anyone build and ship production-ready software. In just eight months, users have created more than 7 million apps on Emergent, with the number doubling in just the last 45 days. We discuss how they built one of the most powerful AI coding agents, why they focused on non-technical users and what it's like building for a global audience from India. 00:00 - Intro 01:06 - What Is Emergent? 01:18 - Founder Backstory 02:09 - From AI Testing to General Coding Agents 02:52 - Getting Ahead of the Market 04:18 - The Pivot to Non-Technical Users 05:22 - Why Second Movers Can Win in AI 09:04 - Building for Production, Not Just Prototypes 18:21 - Live Demo: Building Apps with Emergent 24:40 - How Emergent Hires and Runs a Lean Team 29:04 - Is SaaS Dead? The Rise of Personalized Software 34:04 - The Future: Niche Apps, Solo Builders and AI Agency

Y Combinator

107,673 просмотров • 5 месяцев назад

I sat down with Dan Ives (Dan Ives) to discuss the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into AI. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO & the birth of a new sector 3:23 - SpaceX + Tesla merger thesis 5:51 - The AI backlash & Big Tech's PR problem 11:53 - US vs. China: who's actually winning in AI? 15:03 - Robotics, self-driving cars & physical AI 19:55 - How to invest in AI: chips, software & infrastructure 28:34 - New Fed chair, rates & macro risks 32:45 - Bitcoin vs. AI: capital rotation 37:55 - On-the-ground intel from Asia & Taiwan 40:06 - Any concerns with AI? 44:18 - Apple's AI strategy & Tim Cook stepping down 46:52 - The Ives AI ETF & portfolio construction
52:24

I sat down with Dan Ives (Dan Ives) to discuss the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into AI. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO & the birth of a new sector 3:23 - SpaceX + Tesla merger thesis 5:51 - The AI backlash & Big Tech's PR problem 11:53 - US vs. China: who's actually winning in AI? 15:03 - Robotics, self-driving cars & physical AI 19:55 - How to invest in AI: chips, software & infrastructure 28:34 - New Fed chair, rates & macro risks 32:45 - Bitcoin vs. AI: capital rotation 37:55 - On-the-ground intel from Asia & Taiwan 40:06 - Any concerns with AI? 44:18 - Apple's AI strategy & Tim Cook stepping down 46:52 - The Ives AI ETF & portfolio construction

Anthony Pompliano 🌪

673,684 просмотров • 3 месяцев назад

Jordi Visser (Jordi Visser) and I discuss why bitcoin is decoupling from software stocks, how it wins in both inflationary and deflationary environments, and the five scarcity-driven investment baskets Jordi is tracking right now. We also get into the AI agents shift, why public companies are struggling to adopt AI, and how to position a portfolio in a world of commodity shortages. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:54 - Bitcoin vs. software stocks decoupling? 5:43 - Inflation vs. deflation & what it means for bitcoin 12:35 - The 5 thematic investment baskets 23:27 - Real-time information & podcasts vs reading 33:27 - AI security, hacking & what it means for bitcoin 36:15 - Anthropic vs. OpenAI vs. Meta — the model race 42:15 - Contracted annual run rate & the revenue illusion 45:35 - Jordi's scarcity trader worldview 49:03 - The fourth turning, politics & generational change
57:10

Jordi Visser (Jordi Visser) and I discuss why bitcoin is decoupling from software stocks, how it wins in both inflationary and deflationary environments, and the five scarcity-driven investment baskets Jordi is tracking right now. We also get into the AI agents shift, why public companies are struggling to adopt AI, and how to position a portfolio in a world of commodity shortages. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:54 - Bitcoin vs. software stocks decoupling? 5:43 - Inflation vs. deflation & what it means for bitcoin 12:35 - The 5 thematic investment baskets 23:27 - Real-time information & podcasts vs reading 33:27 - AI security, hacking & what it means for bitcoin 36:15 - Anthropic vs. OpenAI vs. Meta — the model race 42:15 - Contracted annual run rate & the revenue illusion 45:35 - Jordi's scarcity trader worldview 49:03 - The fourth turning, politics & generational change

Anthony Pompliano 🌪

37,737 просмотров • 4 месяцев назад

"What's drawn people together for thousands of years is stories." My full conversation with Phil & Dom, co-founders of EasyA - the Duolingo for blockchain, with over a million users learning crypto. We covered what it's really like building a company with your brother, why they left promising careers in finance and law, their partnerships with Ripple, Solana and Sui, why crypto matters in a post-quantum AI world, and why every brand will need a face to survive. 00:00 Intro 01:03 How This Pod Happened 03:20 Printing the Bitcoin Whitepaper at 16 05:11 Mining Bitcoin From the Basement 06:12 Wharton, Blackstone and Sullivan & Cromwell 07:55 What It's Like Building With Your Brother 28:47 The UK vs US Talent Drain 29:04 Their Friend Who Ran AI Safety at Anthropic 36:29 EasyA Is the Duolingo for Blockchain 38:06 Why They Teach Stories, Not Code 46:34 The Business Model and EasyA Labs 50:31 Why Crypto Solves the AI Trust Problem 54:04 Why Every Brand Needs a Face
1:04:35

"What's drawn people together for thousands of years is stories." My full conversation with Phil & Dom, co-founders of EasyA - the Duolingo for blockchain, with over a million users learning crypto. We covered what it's really like building a company with your brother, why they left promising careers in finance and law, their partnerships with Ripple, Solana and Sui, why crypto matters in a post-quantum AI world, and why every brand will need a face to survive. 00:00 Intro 01:03 How This Pod Happened 03:20 Printing the Bitcoin Whitepaper at 16 05:11 Mining Bitcoin From the Basement 06:12 Wharton, Blackstone and Sullivan & Cromwell 07:55 What It's Like Building With Your Brother 28:47 The UK vs US Talent Drain 29:04 Their Friend Who Ran AI Safety at Anthropic 36:29 EasyA Is the Duolingo for Blockchain 38:06 Why They Teach Stories, Not Code 46:34 The Business Model and EasyA Labs 50:31 Why Crypto Solves the AI Trust Problem 54:04 Why Every Brand Needs a Face

JackGK

26,719 просмотров • 2 месяцев назад

The alpha is not on Twitter, and most things in crypto will go to zero. Also, AI is gonna cook us. @countersignalpd episode 3 with my friend Addison, an acquired crypto founder & MIT student Timestamps: 0:00 Intro 0:38 Addison Origin Story 2:45 Founding Thunderhead at 16 13:45 Early to Hyperliquid in 2023 15:32 Why do high caliber people go to crypto... 17:01 Valantis Labs Acquisition of Thunderhead 22:08 Value creation in speculation as the world becomes more hopeless 26:29 How to not get cooked in the future 27:28 The alpha is NOT on Twitter, it's in... 30:23 Build generational wealth in the next 5-10 years or get cooked by AI 32:58 Media will become increasingly important 34:35 AI bubble vs crypto bubble 37:09 What isn't going to go to 0 in crypto? 45:45 Value creation outside of tech 48:28 Why not dropout of college?
52:47

The alpha is not on Twitter, and most things in crypto will go to zero. Also, AI is gonna cook us. @countersignalpd episode 3 with my friend Addison, an acquired crypto founder & MIT student Timestamps: 0:00 Intro 0:38 Addison Origin Story 2:45 Founding Thunderhead at 16 13:45 Early to Hyperliquid in 2023 15:32 Why do high caliber people go to crypto... 17:01 Valantis Labs Acquisition of Thunderhead 22:08 Value creation in speculation as the world becomes more hopeless 26:29 How to not get cooked in the future 27:28 The alpha is NOT on Twitter, it's in... 30:23 Build generational wealth in the next 5-10 years or get cooked by AI 32:58 Media will become increasingly important 34:35 AI bubble vs crypto bubble 37:09 What isn't going to go to 0 in crypto? 45:45 Value creation outside of tech 48:28 Why not dropout of college?

sracha

24,806 просмотров • 1 год назад

AI Winners, Token Economics, and Venture Strategy w/ David Clark and David George VenCap CIO David Clark joins a16z GP David George to discuss the AI supercycle and how it's changing the technology industry, including what bigger exits mean for venture capital, why we're not in a bubble, why we're still early in enterprise AI adoption, and more. 00:00 Intro 00:38 The scale shift: Anthropic & OpenAI adding more revenue than hyperscalers 04:20 Skeuomorphic vs native AI applications in the enterprise 06:24 How the best AI companies run themselves differently 08:14 Top 1% exits 10x'd in 24 months 11:17 The half-life problem: Why 40% of AI leaders drop off every year 13:11 Token economics, cost pressure, and who captures value 17:00 Loss ratios, risk, and how to think about early stage 22:51 Are we in an AI bubble? 29:50 The future of venture capital in an AI world David Clark David George
33:09

AI Winners, Token Economics, and Venture Strategy w/ David Clark and David George VenCap CIO David Clark joins a16z GP David George to discuss the AI supercycle and how it's changing the technology industry, including what bigger exits mean for venture capital, why we're not in a bubble, why we're still early in enterprise AI adoption, and more. 00:00 Intro 00:38 The scale shift: Anthropic & OpenAI adding more revenue than hyperscalers 04:20 Skeuomorphic vs native AI applications in the enterprise 06:24 How the best AI companies run themselves differently 08:14 Top 1% exits 10x'd in 24 months 11:17 The half-life problem: Why 40% of AI leaders drop off every year 13:11 Token economics, cost pressure, and who captures value 17:00 Loss ratios, risk, and how to think about early stage 22:51 Are we in an AI bubble? 29:50 The future of venture capital in an AI world David Clark David George

a16z

42,120 просмотров • 3 месяцев назад