Nvidia loves OpenClaw
the era of vibe-coding is over
I’ll be trying new formats and content in the newsletter from now on. I’d love your feedback on what you like, what you want more of, etc. AI news is overwhelming and since we started this (pre-ChatGPT) there were no other AI news publications - now we’re inundated. So I’m going to just include what I actually paid attention to and adding more of my own thoughts. I’ll be doing more testing with tools so you’ll know what’s actually good and worth using, plus cookbooks/guides on how to become more of a builder.
People in the developer/tech community are openly talking about leaving social events early to get back to their AI agents, skipping drinks to stay sharp, lying awake thinking about what they can run before they fall asleep, and constantly spinning up new projects and ideas. There’s a shared, unspoken anxiety driven by the relentless pace of AI progress, where every week makes last month’s workflow feel obsolete, and the window to be “first” at anything feels like it’s shrinking by the day.
It’s absurd.
I don’t want my emails to add to this. I want to spark ideas. A new tool you can use, a workflow you can copy and generally interesting posts from others.
We felt this when we reduced sending 5 emails a week to 2. But often we get carried away adding too many things here that just don’t matter.
We’ll be more conscious of that.
Here’s an alternative version of today’s post - at the bottom of it you can vote on which you preferred. I’d really appreciate it!!
Headlines
Codex now has 2M+ weekly active users, and OpenAI API use is 20% up since GPT-5.4 was released. Fidji Simo revealed this in her post about launching OpenAI’s deployment arm for enterprises. I’ve been using Codex here and there - mostly testing. It’s a better user experience than all others at the moment, and if you use ChatGPT, Codex shouldn’t feel scary to use. Subagents are also now live in both the Codex app and the CLI
Manus (recently acquired by Meta) launched a desktop app, My Computer, to compete with Codex/Claude Code/OpenClaw etc. It was very fast (using the 1.6 lite model) but didn’t actually get the task right in my testing. I asked ChatGPT, Codex, and Claude Cowork the same thing; for all of these companies, fill in the PDF with their information, download the files. ChatGPT gave me a link to download the files, Codex did it and saved the files to my computer, as did Claude Cowork. Cowork was slowest. Manus was fastest but didn’t fill in the PDF correctly.
Jensen Huang says Nvidia expects to generate $1T+ in sales from its flagship AI chips through the end of 2027, after previously forecasting $500B by 2026’s end. They also released NemoClaw, an open source stack that adds privacy and security controls to OpenClaw. [repo]
Claude’s 1M context window is now generally available. I’ll hold off on my take until further testing - a few folks taking either side of its good/bad.
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My feed
Vibe coding, the term, is being phased out by ‘Agentic Engineering’ and Simon Willison created a guide on ‘what agentic engineering is’ - It’s still engineer-focused, should do one for less-technical folks?
Travis Kalanick of Uber fame is back with a bang. He introduced (in a very long post) his new company, Atoms (which is actually 8 years old). It focuses on “digitizing the physical world” through robotics, sensors, automation, and physical AI. He went on TBPN for an interview
One of my favourite individuals and LPs, Om Malik, wrote a great piece “The Return of Travis Kalanick: Fact & Fluff!” because let’s be honest, who gets what he’s doing from ‘digitising the physical world’ tagline?!
He also wrote a great piece on the OpenClaw craze, too. Touching on the socio-cultural importance of the Claw movement: Lobster Boil
Vibecoding is my passion by Ryan Hoover. He says how vibecoding is becoming a form of self-expression rather than just a means to an end (which I agree with). It’s a form of entertainment that (should be) enjoyable to take part it. We’re all software painters now.
Whats defensible in Ryan’s view? Social graphs, distribution, licensing, data, and hardware.
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Tools
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If you wanted to have your own personal agent like OpenClaw but you’ve tried, or its too tricky - whatever the reason. The simplest packaged solution with the most power is Nebula. Built by a very successful founder, Furqan (from AppLovin). It just handles a bunch of the complexity for you - virtual computers, orchestrating other agents, integrations etc. And you can get started for free. I’d definitely give this a go.
As personal agents like OpenClaw are seeding a new ‘buy an agent in a box’ model, we’re going to see a lot more vertical focused agents like this AI CMO one. Kind of like a ‘mission control’ for all your marketing; seo/geo/writer etc. I hate having to sign up for a new tool the second you’re dropped into it to see what it does.
The flow for these kinds of companies; make a focused skill for your agent to do a task, then turn it into its own agent.
Another always-on agent with automations launched, Adaptive. I’m going to have to test all of these side by side to give a proper breakdown. They all feel very similar.
Factory released Factory Analytics - tokens → usage → commits → pull requests → shipped software
Mario, the founder of Pi, had built his own ‘Claude for Chrome’ extension and has finally open-sourced it (I’ve been pestering him for a while to do this). Now you can clone it and customise your own Chrome-agent (I will be).
There is also an AMA with Mario here (he joins at ~38min mark), and before he shows up, Daniel from Sentry covers his AI coding journey, from copy-paste to personal programming.
Cal (the better version of Calendly) launched its own agent and skills. The agent is like an EA that can handle scheduling and meetings for you. The skills are to plug into your own agent. I’m not that busy, so don’t use any scheduling agents...but another example of the vertical agent play.
HubSpot are getting into the vibecoding game? With HubCode you can basically create apps on top of your HubSpot data. And it’s a waitlist, but you can see the demo here. Dharmesh reads this newsletter - my feedback is the demo looks too clunky! Too many things to press/connect/navigate to.
SaaS wars are simply every SaaS company trying to cover any surface area their customers may want. Airtable added automations, Zapier added tables, and now HubSpot is adding agents. Lots of these platforms treading on one another.
Dev dishes
People keep asking ‘where’s cursor for video editing’, and this is one such attempt - loop.
Andrew Ng’s new project context-hub lets you fetch curated documentation and annotate it for future use. In its latest release, it adds the ability to send feedback to docs authors with up/down ratings with optional labels. So your usage improves them for everyone and creates a new Stack Overflow for AI coding agents.
A terminal-first twitter CLI where you can get for-you and following feeds, bookmarks, etc.
If you saw Karpathy’s ‘autoresearch’ last week, it’s essentially a self-improving system designed to help your agents succeed on any task. You give it a task, and it works its way through it, reviews what it did, and tries other iterations to improve. So it was only a matter of time before others made more general-purpose versions.
speaking of this loop...a 17yr old, Austin, created a system to teach simulated students Advanced Placement (math?). The first batch scored ~45th percentile, 2 weeks later, ~80th percentile. They were ONLY taught basic knowledge and comprehension.
Austin Way@AustinA_WayI've been teaching 100,000 fake students for 2 weeks. and used them to build the best AP prep system in the world. I took Qwen 3 8B models and gave them simulated human memory. Now every night thousands of simulated students start with zero knowledge of the social sciences.11:05 PM · Mar 14, 2026 · 169K Views46 Replies · 78 Reposts · 1.01K Likes
Agents need access to up-to-date documentation to be effective. Context7 has been that tool for a lot of folks via their MCP but they just released their CLI.
Using OpenClaw? There’s now a memory plugin built on top of Shopify CEO’s QMD tool. I’ve tried creating my own, but still haven’t got memory right, so I’m definitely going to test this.
Mistral launched Mistral Small 4 - they combined their different model lineups in a single general model with this one. It can do decent coding (Devstral), it’s multimodal (Pixtral) and uses reasoning (like Magistral).
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I really appreciate that you're trying to NOT overload and overwhelm people with too much info and hype. Thanks!
This version is better