AX is the new UX.
Software was built for humans clicking, now it gets rebuilt for agents.
Stripe just paid $8B for OpenRouter betting the main user of the internet is an agent.
Rebuilding all that software is 1000+ new companies.
The most obvious opportunity in a long time!
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You’ve probably already heard all about OpenClaw (formerly Clawdbot/Moltbot). Now meet the man behind it.
YC’s @raphaelschaad sat down with @steipete, the creator of OpenClaw, to discuss the “aha” moment behind the viral personal AI agent, why local-first agents could replace many of today’s apps, and how personal agents will reshape the future of software.
00:00 – OpenClaw takes over the internet
00:44 – Life after going viral
01:28 – Why OpenClaw took off, what sets it apart
02:56 – Bots talking to bots (and hiring humans)
04:11 – From “God AI” to swarm intelligence
05:07 – Peter’s original “aha” moment
06:38 – Rebuilding the agent as a conversation
07:38 – The moment it exceeded expectations
10:21 – Are apps going to disappear?
12:31 – Memory, data silos, and ownership
14:39 – The privacy reality of personal agents
15:05 – Letting the bot loose in public Discord
16:55 – Giving an agent a personality
18:19 – Contrarian building philosophy
20:09 – CLIs vs MCPs
21:28 – Building for humans first
21:46 – The road ahead
China is dominating the worldwide race for power:
China now has a record 3.75 terawatts of power generation capacity.
That capacity has doubled over the last 8 years.
This is nearly 3 TIMES more than the US, which has ~1.30 terawatts of capacity.
Furthermore, China has 34 nuclear reactors under construction, more than the next 9 countries combined.
Nearly 200 other reactors are planned or proposed.
At the same time, there are currently no large commercial nuclear reactors under construction in the US.
The US must act now to keep up with China.