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Transcript

Claude Is Becoming OpenClaw (And It's Better) · In the Loop AI

• 0:00
  Ejaaz: Over the last eight weeks, Anthropic shipped more products than companies do over the entire year.
• 0:04
  Ejaaz: Eight new features that completely replace OpenClaw. Claude Cowork that automates
• 0:09
  Ejaaz: your desktop work, Claude Cowork that reviews and edits your code,
• 0:12
  Ejaaz: and just yesterday, they released computer use.
• 0:15
  Ejaaz: Claude can now access and operate your entire computer. That means any file,
• 0:19
  Ejaaz: any tool, any app Claude can access and intelligently operate,
• 0:23
  Ejaaz: your own digital worker that lives on your computer.
• 0:26
  Ejaaz: Each of these features individually are great, but collectively they form something much more powerful.
• 0:31
  Ejaaz: A new AI native operating system, maybe we call it Claude OS,
• 0:35
  Ejaaz: that competes directly with Apple Mac OS and Windows.
• 0:38
  Ejaaz: Claude is now no longer a chatbot or an LLM.
• 0:41
  Ejaaz: It has become an entire AI operating system and that is much more powerful than
• 0:45
  Ejaaz: anything we've seen before.
• 0:47
  Josh: There's a few like, oh my god, I can't believe it could do this moments that
• 0:50
  Josh: have happened fairly recently.
• 0:51
  Josh: One of them is when it took over my browser for the first time.
• 0:54
  Josh: I'll never forget the moment where suddenly a browser opens up my screen and
• 0:58
  Josh: pages start opening and an AI starts interfacing with the system on my machine.
• 1:01
  Josh: And that just happened again yesterday when for the first time the AI took my
• 1:05
  Josh: cursor on my display, moved it around, clicked on things, changed my window
• 1:09
  Josh: sizes, moved sliders around. It actually took over.
• 1:12
  Josh: It reached through the computer and started doing things on my desktop.
• 1:15
  Josh: It was unbelievable. And I know that people who use OpenClaw,
• 1:17
  Josh: they're like, we've had this for months and weeks and like for a very long time.
• 1:21
  Josh: But this works with all of the infrastructure that I already have and that I
• 1:24
  Josh: trust. It's very cool and it's very powerful.
• 1:27
  Josh: There's essentially no limit to the possibilities in which it could do when
• 1:29
  Josh: it comes to engaging with your machine.
• 1:31
  Ejaaz: It is very slow. It's a little bit clunky, but this is the worst this feature is ever going to be.
• 1:36
  Ejaaz: And the crazy part is you can give Claude access to anything on your computer,
• 1:40
  Ejaaz: even if it is a work portal or if it is a email or Slack or calendar,
• 1:46
  Ejaaz: it can now do things autonomously and intelligently for you,
• 1:50
  Ejaaz: which is a massive jump up from Claude Cowork or anything that we've seen before
• 1:53
  Ejaaz: which has been limited by apis or connectors or plugins
• 1:56
  Ejaaz: This is Claude looking at the screen and operating just like you would as a human.
• 2:00
  Josh: You could be anywhere in the world and you could text Claude through dispatch
• 2:03
  Josh: and it will actually use your computer and it can do anything.
• 2:07
  Josh: If you wanted to edit a photo, you could have it open up Photoshop and drag the sliders.
• 2:11
  Josh: If you wanted to create you a playlist on Spotify, it can open up your Spotify
• 2:14
  Josh: window and create a playlist for you.
• 2:16
  Josh: It's also important to note how this works because it takes a little while before
• 2:19
  Josh: you actually get to this point.
• 2:21
  Josh: What it will do prior to this when you ask it something is try to sift
• 2:24
  Josh: through the connectors that you already have with the
• 2:27
  Josh: cloud application so if you want it to interface with slack
• 2:30
  Josh: or if you want to interface with google drive or your email or your calendar
• 2:34
  Josh: those are all plugins and connectors that you can add to the cloud desktop application
• 2:38
  Josh: that allows it to interface much quicker than that if there are no connectors
• 2:42
  Josh: if there are no connected accounts then it will defer to actual full computer
• 2:45
  Josh: use where it takes over your mouse it takes over the keyboard it's
• 2:48
  Ejaaz: Very impressive to just see an ai I maneuver my laptop and screen without me even touching it.
• 2:53
  Ejaaz: I just want to pay attention now to the speed of execution that Anthropic has
• 2:58
  Ejaaz: gone on, because this shouldn't be understated.
• 3:00
  Ejaaz: They've shipped all these features which allow and have led up to computer use.
• 3:05
  Ejaaz: Eight weeks. Take a look at this crazy timeline.
• 3:08
  Ejaaz: So eight weeks ago, they shipped something called Claude Cowork,
• 3:12
  Ejaaz: which you're seeing on the screen right now.
• 3:13
  Ejaaz: And it basically automates a bunch of stuff on your desktop.
• 3:17
  Ejaaz: But it's different from computer use because it requires plugins,
• 3:20
  Ejaaz: it requires connectors, it requires different access and permissions to tools.
• 3:25
  Ejaaz: Computer use is different because it sees the screen like a human would,
• 3:29
  Ejaaz: it moves the mouse like a human would.
• 3:31
  Ejaaz: Then a few weeks later, it released a marketplace for enterprise SaaS tools
• 3:37
  Ejaaz: released just for enterprise companies.
• 3:39
  Ejaaz: And the idea here is they can access any enterprise tool or service,
• 3:43
  Ejaaz: such as a legal Zoom or a legal plugin and do all that contractual work for them.
• 3:48
  Ejaaz: And that resulted in a bunch of stocks completely tanking.
• 3:52
  Ejaaz: I remember when the legal plugin was released, it resulted in a 35% drop in
• 3:56
  Ejaaz: the major legal stocks within the hour of them announcing it on X, which is pretty insane.
• 4:01
  Ejaaz: Then a few weeks later after that, they released Claude Code Review,
• 4:04
  Ejaaz: which was like a security tool for your Claude Code.
• 4:06
  Ejaaz: They then released Claude Remote Control, which allowed you to text Claude.
• 4:10
  Ejaaz: They then released Computer Use, which was funneled by this company called Vercept,
• 4:14
  Ejaaz: which they acquired only four weeks ago.
• 4:15
  Ejaaz: The point is, they have been on an absolute blitz.
• 4:18
  Ejaaz: And it's crazy how they've created this open Claude Killer in such a short time.
• 4:23
  Josh: Yeah. So for a lot of companies, we can really only judge them on their product
• 4:26
  Josh: velocity, how fast they're able to ship new and noteworthy features.
• 4:29
  Josh: And hearing the fact that Claude Cowork is eight weeks old is like pretty insane.
• 4:34
  Josh: Eight weeks is not a long time. And in eight weeks, we went from launching the
• 4:37
  Josh: research preview of Cowork to full computer desktop use.
• 4:41
  Josh: So eight weeks from now, you have to imagine not only will all these features be
• 4:45
  Josh: incredibly better than they are today, but there will be far more of them available.
• 4:49
  Josh: The chart that we have on screen here, I guess it's comparing OpenClaw to ClaudeCowork.
• 4:54
  Josh: And as we're comparing these two
• 4:55
  Josh: charts, you'll notice that the core functionality is basically the same.
• 4:58
  Josh: It controls your computer, you can message from your phone, you can message from chat apps.
• 5:01
  Josh: The difference lies within the enterprise and the tools feature set,
• 5:05
  Josh: where enterprise integration, security, governments, none of these are going
• 5:09
  Josh: to actually use the OpenClaw system because of a lot of security concerns.
• 5:13
  Josh: Anthropic, as we know, is built for enterprise solutions. So a lot of companies
• 5:16
  Josh: are going to be trusting this a lot more.
• 5:18
  Josh: A lot of companies are going to trust the fact that Anthropic will implement
• 5:22
  Josh: this more securely, more effectively,
• 5:24
  Josh: and more in a way that's just easier for an enterprise to use.
• 5:27
  Josh: Or if you're just the average user, easier for you to use because you already
• 5:29
  Josh: have all this downloaded on your phone and on your desktop application.
• 5:32
  Ejaaz: And if we remember, it was only, I think, four weeks ago that OpenAI acquired
• 5:37
  Ejaaz: OpenClaw. and presumably they did it to build a very similar thing to what Anthropic
• 5:42
  Ejaaz: just released over the last eight weeks.
• 5:44
  Ejaaz: It's pretty crazy that Anthropic out-shipped them. But to your point,
• 5:47
  Ejaaz: I think Anthropic didn't get engaged with OpenClaw in any way.
• 5:50
  Ejaaz: They actually banned a lot of OpenClaw users from using OpenClaw with Claude
• 5:54
  Ejaaz: because they built their own thing and it's just safer, easier,
• 5:57
  Ejaaz: and probably cheaper to use. If you have a Pro or Mac subscription,
• 6:01
  Ejaaz: you now get access to this.
• 6:02
  Ejaaz: It's only functional on macOS for now, but presumably it becomes Windows.
• 6:06
  Ejaaz: Speaking of macOS, and Windows, there is a bigger plan that was revealed to
• 6:11
  Ejaaz: me yesterday when they launched this feature, Josh, which is...
• 6:14
  Ejaaz: If I step away for a second and look at what Anthropik has built,
• 6:18
  Ejaaz: they've built an LLM that can code for you, that can speak to you,
• 6:22
  Ejaaz: that can monitor and use your desktop, that can use your browser for you.
• 6:25
  Ejaaz: It sounds like a new AI operating system.
• 6:28
  Ejaaz: So I can't help but think that Anthropik's grand plan isn't to build the best LLM.
• 6:33
  Ejaaz: It's to build a brand new AI operating system that might compete directly with Windows or Mac OS.
• 6:39
  Josh: Yeah, well, they're doing it without directly saying it. I admire OpenAI for
• 6:42
  Josh: the fact that they've been saying for years now that their sole intention is
• 6:45
  Josh: to build an AI operating system.
• 6:47
  Josh: They want the operating system for your entire life. There wasn't really a blueprint for that.
• 6:51
  Josh: No one really knew quite what that would look like until OpenClaw came around
• 6:54
  Josh: and showed people that, wow, this claw infrastructure is actually kind of cool.
• 6:58
  Josh: It takes the core components of a computer.
• 6:59
  Josh: It has the memory. It has the processing. It has storage.
• 7:03
  Josh: And it applies it to an AI agentic system.
• 7:06
  Josh: And I think once that OpenClaw blueprint became real, once that claw blueprint
• 7:10
  Josh: became real, A lot of companies are now just racing to do that.
• 7:13
  Josh: So now Anthropic, without explicitly saying it, is very much building the Anthropic OS.
• 7:17
  Josh: You have all of their functionality built into one application on your desktop.
• 7:21
  Josh: It's now working with your phone. They're planning to just integrate more and
• 7:24
  Josh: more into this. OpenAI has been trying to.
• 7:26
  Josh: They have clearly been behind because Anthropic has been shipping so quickly recently.
• 7:30
  Josh: And then we have OpenClaw, which feels like the open source Linux version.
• 7:34
  Josh: So if I had to pin each one of these companies to something more relatable today,
• 7:38
  Josh: it's probably OpenClaw is kind of like Linux. It is universal, open source.
• 7:42
  Josh: It is core infrastructure that a lot of people will build on because it is
• 7:46
  Josh: Stable and open source and you have
• 7:49
  Josh: full control over that and then there's anthropic which is probably
• 7:52
  Josh: closer to microsoft i feel and then open ai and
• 7:54
  Josh: chat gpt are close to apple they have the hardware angle
• 7:57
  Josh: incoming they're working with the apple designer johnny ive but each one of
• 8:01
  Josh: these is kind of working to build their own operating system and it's actually
• 8:05
  Josh: working fairly well and you're seeing the early signs of it where it's starting
• 8:07
  Josh: to take over and kind of consume the existing mac operating system that we're
• 8:11
  Josh: using and then i'm sure there is certainly a plan to even displace that?
• 8:15
  Ejaaz: Yeah, so we have this cool visual here, which shows the Claude OS stack as it exists today.
• 8:20
  Ejaaz: You've got the intelligence, which is basically the model called 4.6 Opus and Sonnet.
• 8:25
  Ejaaz: You've got the developer stack, which is called code. You've got the desktop,
• 8:28
  Ejaaz: which is now co-work and the new feature they released yesterday, computer use.
• 8:31
  Ejaaz: They've got mobile via dispatch, so you can text Claude and a bunch of other
• 8:35
  Ejaaz: things and tooling MCP, which creates this entire operating system.
• 8:39
  Ejaaz: I actually kind of disagree with you on Anthropic or Claude being like Windows,
• 8:43
  Ejaaz: I think it's probably more like Apple for one specific reason,
• 8:46
  Ejaaz: which is they seem to be leaning hard into the marketplace, which suggests to
• 8:50
  Ejaaz: me that Anthropic might release their own app store with a range of different
• 8:53
  Ejaaz: plugins that Claude can get access to.
• 8:56
  Ejaaz: Because one thing that computer use, this new feature allows,
• 8:59
  Ejaaz: is developers to build an app for computer use specifically that they can launch
• 9:04
  Ejaaz: on Anthropic's hypothetical app store and give access to the 19 million daily
• 9:09
  Ejaaz: Claude code users which use these different tools.
• 9:12
  Ejaaz: So that distribution, I think, is very attractive.
• 9:14
  Ejaaz: And that's the same kind of attractive distribution that Apple created back in the early days.
• 9:19
  Josh: And what's funny is the market demand is very much reflective of this in terms
• 9:22
  Josh: of daily active users, but also in terms of money.
• 9:25
  Josh: Now, there's been a lot of rumors recently that these companies are going to go public soon.
• 9:29
  Josh: And we kind of had a dry run of what that looks like through this weird company called
• 9:34
  Josh: VCX. Now, there's a venture fund named Fundrise.
• 9:38
  Josh: And what they did is they took their private shareholdings that they have in
• 9:42
  Josh: Anthropic, in OpenAI, in SpaceX, in Databricks, and a few other companies,
• 9:46
  Josh: and they listed it publicly on the stock exchange.
• 9:48
  Josh: That was listed a week ago for about $34 was the IPO price.
• 9:52
  Josh: This morning, it traded at $312 per share. That's a 15 times return on investment
• 9:58
  Josh: over the course of five days.
• 10:00
  Josh: So clearly there is an unbelievable amount of demand for it.
• 10:04
  Josh: And if you run the map on these numbers, it's pretty interesting. So
• 10:07
  Josh: It has a NAV of $19 per share, and this morning it traded at $312 per share,
• 10:13
  Josh: which means the market is valuing a fund, which has $650 million in assets, at $5.8 billion.
• 10:20
  Josh: That's an eight times premium on the assets held in the fund because people
• 10:24
  Josh: are so unbelievably desperate for exposure to these assets, to Anthropic, to OpenAI.
• 10:30
  Josh: They want to be invested in the stock of the future. And the problem with this
• 10:33
  Josh: alignment conversation, particularly in the case of Anthropic,
• 10:36
  Josh: is they're so focused on alignment, on everything but financial alignment, right?
• 10:41
  Josh: It's like, if you want true and total alignment with the mission,
• 10:43
  Josh: there needs to be some sort of vested interest that people can take in it.
• 10:47
  Josh: And that very clearly feels like an IPO.
• 10:48
  Josh: I just don't know why they're taking their sweet time doing it.
• 10:51
  Josh: And what we can do is we can reflect this market sentiment on the IPO that's
• 10:55
  Josh: coming possibly later this year,
• 10:57
  Josh: possibly early next year, through our friends over at Polymarket,
• 11:00
  Josh: who actually have a market built just for this, which is a test to see what
• 11:05
  Josh: the anthropic ipo closing market price will look like on the day that it does
• 11:09
  Josh: ipo and it's pretty high there's an 82 chance it closes over 600 billion dollars
• 11:14
  Ejaaz: What it is right now.
• 11:16
  Josh: Twice what it is right now which means there's a lot of upside there's
• 11:19
  Josh: a lot of excitement around anthropic and
• 11:21
  Josh: you can see the chart has been trending upwards for a little while we have a
• 11:24
  Josh: similar one with open ai and it appears as if open
• 11:27
  Josh: ai is going to be even larger than anthropic by 30
• 11:30
  Josh: to maybe 50 percent so it's funny while we sit here
• 11:33
  Josh: saying how anthropic has so much growth the market still very much believes
• 11:36
  Josh: that open ai is these larger company by a fairly significant margin and they
• 11:40
  Josh: have the average ipo closing market cap at around 952 billion dollars just shy
• 11:46
  Josh: of a trillion so these are going to be absolutely massive launches the only
• 11:50
  Josh: question is when they're going to get here
• 11:52
  Josh: And we'll keep our eye on it and we will keep you posted on the progress towards
• 11:56
  Josh: that. Thank you, Polymarket, for sponsoring this section of the show.
• 11:58
  Ejaaz: And that brings us to the end of the episode. This product and feature is very new.
• 12:03
  Ejaaz: Computer use isn't probably recommended to everyone. Don't give Claude access
• 12:07
  Ejaaz: to your entire computer just yet.
• 12:09
  Ejaaz: Use small, subtle tasks to see if it actually works like we did and showed you today on the episode.
• 12:14
  Ejaaz: We hope you enjoyed it. If you are watching this on YouTube,
• 12:17
  Ejaaz: please like and subscribe and turn on notifications. It helps us out massively.
• 12:20
  Ejaaz: We've been going on an absolute tear. on our recent episodes.
• 12:23
  Ejaaz: The episode that we released on Monday, I believe has currently,
• 12:27
  Ejaaz: as I'm looking at it right now, has hit over 16,000 views, I believe, which is just insane.
• 12:33
  Ejaaz: Thank you guys so much for your support. If you're listening to this on Spotify
• 12:36
  Ejaaz: or Apple Music, please subscribe to us, follow us, give us a five-star rating
• 12:41
  Ejaaz: if you feel that we're worthy of it.
• 12:42
  Ejaaz: Or maybe ask Claude to do it via your desktop.
• 12:45
  Ejaaz: Maybe use computer use, that also helps. Josh, is there anything else you want to share?
• 12:49
  Josh: Yeah, I'd like to encourage everyone to try this. I think everyone will be surprised
• 12:53
  Josh: whether or not you use open claw. I think...
• 12:56
  Josh: Applying this to your personal computer changes things because I'm one of the
• 12:59
  Josh: people that does have an OpenClaw set up.
• 13:01
  Josh: I have my Claw desktop application running with co-work on it all the time.
• 13:05
  Josh: I've been using this Dispense feature and there's a place for both.
• 13:09
  Josh: So I think people who are OpenClaw power users are going to watch this and probably laugh at it.
• 13:13
  Josh: But I wouldn't shy away from the fact that personal computer use versus your
• 13:17
  Josh: kind of workstation that you've set up for OpenClaw is a very big difference.
• 13:21
  Josh: And also the impact that it has in the fact that Anthropic has so many users
• 13:25
  Josh: that are non-technical, that just want to use AI.
• 13:28
  Josh: This is incredibly easy for them to set up. And the desktop application is great.
• 13:31
  Josh: It has the chatbot, it has co-work, and it has code all built in under one roof.
• 13:36
  Josh: And this sounds like a paid show. It's not. I wish they would sponsor us.
• 13:39
  Josh: It's actually just what I use every single day.
• 13:41
  Josh: So it's a good product that's worth trying because it's very reflective of what
• 13:44
  Josh: the future is going to look like, right? It's like, currently we're typing on
• 13:46
  Josh: our computers, we're clicking things.
• 13:48
  Josh: Currently we're far faster than Claude is. But there's a world in the not-so-distant
• 13:52
  Josh: future where that is no longer true.
• 13:54
  Josh: And once that's not true, it unlocks a lot of really powerful use cases.
• 13:57
  Josh: So it's fun to try it now to get an early glimpse of the future.
• 14:00
  Josh: And even though it's slow and it's a little clunky, it's still worth experimenting with.
• 14:04
  Josh: That way you could stay right on the edge with us as we cover all of the news
• 14:07
  Josh: about frontier AI and technology.
• 14:09
  Josh: So like you just said, thank you guys again for joining us, for sharing this
• 14:12
  Josh: with your friends, for being so supportive and writing amazing things in the comments.
• 14:15
  Josh: I have not been able to answer all of them, but try our best to at least read
• 14:19
  Josh: them and just share some gratitudes with you as well.
• 14:22
  Josh: So thank you so much for watching and we'll see you guys in the next episode.
• 14:25
  Ejaaz: See you guys.