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tae kim
@firstadopter
"Key Context" Substack covering AI and chips. Reached #1# new bestseller first 24 hrs Subscribe "Be so good they can't ignore you"
加入 October 2008
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I think investors are realizing there's going to be a LOT of competition in both the "OpenClaw for normies" and "OpenClaw for enterprise" spaces after Microsoft's OpenClaw announcement this morning. It's game on time. Meta shares are down 3.8%, while Microsoft stock is up 3.4% right now.
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Holy crap. OpenClaw personal AI agent for the Enterprise. Is this a Muse moment for Microsoft?