No Claude for Claws
in 3 months, Anthropic added $6B ARR
Anthropic cut off Claude subscription-funded usage in third-party tools like OpenClaw. You can still use Claude models through OpenClaw, but it now requires separate pay-as-you-go billing or your own API key — your Claude Code subscription no longer works. Anthropic offered a one-time credit equal to one month’s subscription to soften the blow. The move comes as agentic usage through third-party harnesses was eating massive compute, and Anthropic is clearly steering users toward its own tools: Dispatch, scheduled tasks, projects, and computer use, which directly overlap with what OpenClaw offers.
But OpenClaw founder, Peter, is a (good-kind of) maniac who’s trying to get gpt5.4 working like opus in the tool (since OpenAI acquired him).
Unfortunately it’s just left the whole community confused as to where and when they can use their Claude Code subscriptions outside of the cc harness itself. Myself included.
There’s a new take on knowledge bases that I think is very interesting by Andrej Karpathy. Memory and file organisation for retrieval got a big focus with the OpenClaw hype but this approach groups things topically and then enhances with summaries, backlinks and wikis.
Related, Farza built Farzapedia, a personal Wikipedia generated from 2,500 diary entries, notes and messages. Built for his agents to crawl whenever needed. Karpathy’s take on Farzapedia
OpenAI acquired TBPN -- good pod to get a peek into the heads of the hosts. A lot of people on X are trying to sound smart with ‘this is why they acquired them’ but I’m more in the Ben Thompson camp… I don’t really know why either party needs each other here? TBPN is loved, growing, and making a small fortune with their (also loved!) ad business. Why does OpenAI need them? Other than the fact that they don’t like traditional media and could use TBPN as their main channel to people that matter.
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Headlines
Google released Gemma 4. 4 new open-weights models - two for powerful laptops and desktops (26B MoE and 31B dense), and two tiny ones for mobile phones (2B & 4B). Relevant for companies that want to fine-tune them, not for direct use.
Cursor-3 adds a new standalone window for running agents. Has some neat additions for local to cloud handoff, working across different projects.
Anthropic’s run-rate revenue hit $30B, up from $9B at the end of 2025. Lenny’s podcast with Anthropic’s head of growth is worth a listen — they added $6B ARR in February alone.
Adapt is your company’s AI computer. It connects to your tools and team, autonomously learns your business, and gets smarter with every task. Pull live data, run scheduled workflows, and deploy internal apps everyone can use, all from Slack.*
My feed
Salmex I/O — Won't forget you. Gets things done. Answers to no one. And is actually safe! What a local AI agent should be.*
What could “devrel” mean in a world with slot machines spitting out code and opinions?
agent-browser by Vercel can now also work as a browser agent with a chat-bar on the side.
Turning any documentation website into a filesystem for agents to navigate with tree, grep, cat, etc.
The CEO of Brex claims he is running the $5B+ company with OpenClaw.
Growth ideas that helped Michelle scale Warp to 500k+ weekly active developers.
The era of web apps is over - Bret Taylor
Deep Extract adds an agent in the loop for extracting data out of complex documents that verifies and corrects itself.
Samuel is building skills (like this AI SDR one) for the Replit Agent and sharing them on X. Cool way to market agents to non-technical users.
Simon is the most up-to-date person on LLMs. He was on Lenny’s pod to talk about the changes in AI coding over the last few months.
Intercom is making its agent Fin available via API for companies with contracts starting at $250k per year. (read more)
Loophole translates your natural language moral beliefs into codified laws and then tries to break them.
Ex-OpenAI board member (left after the Sam Altman firing fiasco) argues for retiring the term AGI in favour of specific milestones.
You can now use your agent to apply for a job at Every.
Autoagent - An agent to help optimise agents.
A YC partner one-shotted a tool to manage his inbox with voice. Another YC company launched an AI secretary that manages your email like you.
Afters
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