OpenAI's $852 Billion Valuation Makes Zero Sense (ClawCon Tokyo, Anthropic's Leak, Goodbye Internet)

“It's like a month or two behind, you know, like obviously super hyped about Open Claw and all, you know, personal AI.”

“And like everyone's perspective on AI is quite positive here versus in the U S it's like so negative, you know, AI is less popular than ice in the U S like all kinds of terrible things. And in Japan, they're just like, oh yeah, like it seems it's fine. Like ob…”

“We have very close relationship with the Nintendo family. They're one of our partners at offline, and they have a project here in Kyoto called the Artificial Life Institute.”

“Well, to be clear, the Japanese are also much more okay with this because they're running out of people.”

“This sure looks like a marketing strategy to me, not a leak strategy.”

“Well, no, the cloud code thing I think is like a legit fuck up, right? Like you don't leak your source code.”

“I do think that what's happening with AI, this is just going to get so much worse because all of a sudden everyone dangerously skips permissions.”

“I think the as fast as possible crowd will generally win because they'll be able to get more cool stuff done faster, but it will create a huge security. It's a huge problem.”

“I think all the money is not gonna be made on who can run the most tokens fastest or build the coolest shit, because everyone will go infinitely fast on that. You'll be able to charge an enormous premium for security and privacy, but the problem is, is like, t…”

“The second cataclysm of AI is gonna be, you're just gonna, like, have all these agents running around doing crazy shit, and including things they have no idea what they're doing, and they'll check the APIs, be like, yeah, that thing works, and it sort of will,…”

“I do not allow my email For example, to be read by my core agent, like my core agent is super locked down, you know, has really tight security around it. But then I have other agents that do specific things that I want to get done.”

“I asked by CRM, I was like, hey, we're doing this creator bot school. Go find the 20 to 30 most important people that creators would want to meet with in New York, I'm sorry, in San Francisco, and invite them if they want to stop by, and like, you know, it pul…”

“A lot of the way that we built software, which was like, we're going to build all these little shims in between, and there's going to be all this open source software and I'm going to use yours and you're going to use mine and it's going to make my life easier…”

“This idea that like any one service can lock down, like what it will and won't do is ridiculous because as long as anything else on the internet will do it, like it'll just happen. You just ask the thing to like, do you do a much more complicated setup, which …”

“Assembly AI, which by the way, we received investors in. I put a hundred K into their first round, but they're crushing it.”

“I actually disagree with you because I think that there are going to be a lot of services and pieces of software that maintain their stickiness because normies just want what they want and they don't want to change and they just like want it to be good enough.”

“The through line on this is that people are going to be able to request the software that they want in like one to two years from now, and it will just materialize onto the internet.”

“That's why I'm so bullish on software and so negative on software businesses, because I'm just like, I don't like, just, these are just tokens.”

“OpenAI's Monster Fundraising, complete with three billion dollars in raises from retail investors.”

“You've got these like crazy new synthetic venture funds that are being traded on Robinhood.”

“I mean, like they're just, I just, this is like a ridiculous, this is just ridiculous. I mean, it's like, whatever, it doesn't like, if you want to buy 20 cents of infrastructure per dollar in a thing with like increasing competition where it turns out the sto…”

“It's like whoever has cheap energy eventually wins as a commodity business with no defensibility.”

“Like, we're going maximum deep and taking a maximum long position in local inference and open claw because we just believe.”

“And like the reality is the fact that I can just sit there and in three commands while I'm doing other stuff, do that is mind blowing, but it means there's no lock in on anything. I'm just going to sit there and price and quality optimize. Right. Like there's …”

“I actually think that Silicon Valley, and at least, you know, let's call it your average PM slash engineer in Silicon Valley, hilariously did just completely disrupt themselves. You no longer have a stranglehold on anything in building, and the building is goi…”