The Ledger
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Lessin: OpenClaw Has Zero Switching Costs and Disappearing Would Disrupt Nothing
“If OpenClaw went away tomorrow, it would disrupt nothing. Right. It would just be like, fine. You just use nano cloud. Like there's no cost of switching at all.”
Sam Lessin: Decentralized edge AI frameworks like OpenClaw harm OpenAI
“This is not good for open AI... The heavy brute force of LLMs is not a winner take all, it's not going to be an erase the AGI... The interesting game becomes on the edge and things like open claw are the decentralized version of it. So it becomes kind of irrel…”
Rauch: OpenClaw has similar potential to Linux to become ubiquitous infrastructure
“But this is a good problem to have because when, ah, I really think that, you know, OpenClaw is like Linux. And I agree with Jensen Huang that when Linus Torvalds introduced Linux on the mailing list, he said, I have this toy kernel. Totally not for production…”
Morin: Anthropic cut off OpenClaw access for Claude Pro and Max users
“And days later, Anthropic announced that they are shutting off access for Claude Pro and Max users who are Open Call users to use their product.”
Dave Morin: OpenClaw Built Skill Approval System After Malicious Code Exploits
“Like we had to build an entire approval process now for skills because the skills that were going into the, that was the thing making open clause unsafe was that people would download a new skill and then there would be Instructions in there that would exfiltr…”
Morin: Baidu and Xiaomi are building custom models for OpenClaw
“We've got a lot of people from China, you know, Baidu Xiaomi, like many, many different companies that are all developing. Some are developing custom models just for open claw. Some are integrating into their clouds.”
Morin: OpenClaw is fastest-growing open-source project in internet history
“You know, this is the, as near as we can tell the fastest growing open source project in internet history.”
Dave Morin: OpenClaw will reach one million developers in 12 months
“I think we're gonna see a million developers on this thing within 12 months.”
Dave Morin: No AI agent system currently offers a multiplayer experience
“One of the things that no agent system has today is a multiplayer experience.”
Morin: Concurrent AI Agents Require Substantial Local Desktop Memory
“In order to run multiple agents at once, your Mac has to manage each thread, right? So if you're running, you know, one, two, three, 10, 100 agents at the same time, whether they're running through Codex, Pi, OpenClaw, or whatever, you have to have memory and …”
Morin: OpenClaw Partnered With Apple on Custom Mac Studios
“We've actually now worked in partnership with Apple to develop a bunch of Mac studios in custom configuration That is enabling us to unblock our engineering team's ability to be, you know, extremely productive.”
Deploying AI agents in an enterprise can spike token consumption 3,000%
“We see this at OpenClaw, is that when you deploy agents into an enterprise, your token consumption goes up sometimes on the order of 3000%.”
Dave Morin: Enterprise resistance to deploying multi-agent AI is enormous
“So I'm in a lot of conversations related to this, and the resistance on the front lines is absolutely enormous. People do not want, and I've actually only really in the last two weeks really Come around to having a lot of first party conversations about this. …”
Morin: Meta Has an OpenClaw Fork for Personal Agents
“We've been aware for some time that they have a fork of OpenClaw and, you know, we expect they'll do something pretty big.”
Morin: ByteDance, Baidu, and Alibaba Have Forks of OpenClaw
“And I mean, in China, you've got Huge deployments on ByteDance and let's see ByteDance, Baidu, Alibaba, they all have forks. They've all, they're all deploying at large scale.”
Morin: OpenAI Engineers Contribute as OpenClaw Maintainers
“They have actually a couple of people contributing from the open AI engineering team have been contributing as open source maintainers. Obviously Peter is the largest contributor and he technically works at open AI.”
Morin: Nvidia contributed engineering resources to OpenClaw
“NVIDIA has been really helpful to OpenClaw over the last many weeks. They've actually brought engineering resources to the bear.”
Morin: OpenClaw has become the OS for the agentic economy
“It's the operating system for agents and that open claw is, or has rapidly become the operating system for the agentic economy.”
Morin: Roughly one-third of YC's winter batch is building OpenClaw projects
“The word on the street is something like a third of the, of Y Combinator is open claw already. And they're winter class.”
Britt Morin: Big Tech Cannot Competitively Replicate OpenClaw's Distributed Architecture
“It doesn't make sense for anyone else, like one of the big, you know, the big tech companies to have a competitive version of this because it's, they're not, and inherently it has to be open source. It has to be distributed. And so that's the big open cloud ad…”
Brit Morin: Portfolio startups are building and open-sourcing OpenClaw skills
“I've seen multiple startups in our portfolio in the last week starting to create skills and package skills and open source them for OpenClaw”
Sam Lessin: OpenClaw operates like a thousands-person company with few staff
“They're basically like operating as a several thousand person company with almost no one because of the leverage.”
Morin: OpenClaw Aims to Remove Computing From the Cloud
“One of the reasons I'm personally working so much on OpenClaw is that I really believe that we have to put the power in the hands of the people. Like, you have to take the computer out of the cloud”
Morin: Microsoft built its new Windows agent Scout on OpenClaw
“They also really kind of cool integrated it like directly into windows and they have a new long running agent called scout. That's based on open Built on Openclaw.”
Dave Morin: 512GB Mac Studio sold out immediately upon OpenClaw launch
“The Apple's Mac Studio, for example, at 512 gigs sold out immediately when OpenClaw launched and has never come back into stock because you want to be able to load an entire model into memory”
Dave Morin: Firm Is Going Maximum Long on Local Inference
“Like, we're going maximum deep and taking a maximum long position in local inference and open claw because we just believe.”
Morin: OpenClaw Users Route to Claude Opus 4.5 Over Codex for Personality
“In the open clock community, people actually choose to route to Claude particularly Opus Four Five, because they like the personality better than, say, Codex.”
Jessica Lessin: OpenClaw agents are buggy but in regular use
“I became a An OpenClaw agent user, thanks to my husband's technical prowess, and I'm using it very consistently, although it is buggy, guys. I mean, the bugginess is, is real.”
Morin Is Building OpenClaw for High-Agency, Personal AI
“I'm spending an enormous amount of time working on open claw and trying to give people A much higher agency version of AI that is much more personal and much more individually empowering.”
Dave Morin: OpenClaw Has Released Computer-Use Tool Peekaboo
“OpenClaw has a new computer use tool called Peekaboo that's incredible. Like it will use your computer.”
Brit Morin: Japan's AI Scene Is 1-2 Months Behind the US
“It's like a month or two behind, you know, like obviously super hyped about Open Claw and all, you know, personal AI.”
Britt Morin: OpenClaw Leads OpenRouter Apps With 800 Billion Tokens
“Top apps. Open Claw has eight hundred billion tokens. The next biggest one, Kilo code is two hundred billion. The one next Clawd code is one hundred billion.”