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I’m joining OpenAI
151–160 of 1001 posts
Re: I’m joining OpenAI
#152What to understand of this whole story: This is a vibe coded agent that is replicable in little time. There is no value in the technology itself. There is value in the idea of personal agents, but this idea is not new. The value is in the hype, from the perspective of OpenAI. I believe they are wrong (see next points) We will see a proliferation of personal agents. For a short time, the money will be in the API usage…
I think Cursor is doing pretty well in the enterprise space. It seems much more useful than just throwing agents upon subagents on an unsuspecting task like Claude Code.
Cursor is fine, the example is about how things go out of hype in very little time. However I believe Cursor will not survive much. It is designed around a model that will not survive: that the AI "helps you writing code", and you review, and need an IDE like that. There are many developers that want an IDE and can't stand the terminal experience of Claude Code and Codex, but I don't believe most developers in the future will inspect closely the code written by the AIs, and things like Cursor will look like products designed for a transition step that is no longer here (already).
Re: I’m joining OpenAI
#153Earlier quoted context omitted.
> Those hypes are forgotten as fast as they are created. Remember Cursor? of course--i use it every day. are you implying Cursor is dead? they raised $2B in funding 3 months ago and are at $1B in ARR...
It was a success for the company, but it is unlikely to survive long term. Now people are all focusing on Claude Code and Codex. Cursor is surviving because there are many folks that can't survive a terminal session. And because we are still in a transition stage where people look at the code, but will look at the code every day less, and more at the results and the prompts. And at the quality of the agent orchestrat…
This is very true but I think there is an incredibly long tail of people who "can't survive a terminal session" and I actually question if a terminal ui will win out long term.
Re: I’m joining OpenAI
#154It’s not like Anthropic or OpenAI were not working on “AI assistants” before OpenClaw, it’s pretty much the endgame as I can see it. This guy just single handedly released something useful (and very insecure) before anyone else. Although that’s impressive, I don’t see more than an acquisition of the hype by OpenAI.
My gut feeling is that OpenAI is desperately searching for The Killer App™ for LLMs and hired Peter to help guide them there.
OpenAI has tried a lot of experiments over the years - custom GPTs, the Orion browser, Codex, the Sora "TikTok but AI" app, and all have either been uninspired or more-or-less clones of other products (like Codex as a response to Claude Code).
OpenClaw feels compelling, fresh, sci-fi, and potentially a genuinely useful product once matured.
More to the point, OpenAI needs _some_ kind of hyper-compelling product to justify its insane hype, valuation, and investments, and Peter's work with OpenClaw seems very promising.
(All of this is complete speculation on my part. No insider knowledge or domain expertise here.)
Re: I’m joining OpenAI
#155Potentially amazing opportunity for OpenAI to more meaningfully compete with Claude Code at the developer and hobbyist level. Based on vibes it sure seemed like Claude Code / Opus 4.6 was running away with developer mindshare. Peter single handedly got many of us taking Codex more seriously, at least that's my impression from the conversations I had. Openclaw has gotten more attention over the past 2 weeks than anyth…
> Peter single handedly got many of us taking Codex more seriously, at least that's my impression from the conversations I had.
Comments like this feel confusing because I didn't have any association between Codex and OpenClaw before reading your comment.
Codex was also seeing a lot of usage before OpenClaw.
The whole OpenClaw hype bubble feels like there's a world of social media that I wasn't tapped into last month that OpenClaw capitalized on with unparalleled precision. There are many other agent frameworks out there, but OpenClaw hit all the right notes to trigger the hype machine in a way that others did not. Now OpenClaw and its author are being attributed for so many other things that it's hard for me to understand how this one person inserted himself into the center of this media zeitgeist
Re: I’m joining OpenAI
#156Is an agent running on a desktop, with access to excel, word, email and slack going to replace Saas? Add in databases, browser use, and the answer could be yes This could be the most disruptive software we have seen
If your SaaS is a CRUD with a shitty UI in React then yes
Re: I’m joining OpenAI
#157I have not run OpenClaw and similar frameworks because of security concerns, but I enjoy the author's success, good for him. There are very few companies who I trust with my digital data and thus trust to host something like OpenClaw and run it on my behalf: American Express, Capital One, maybe Proton, and *maybe* Apple. I managed an AI lab team at Capital One and personally I trust them. I am for local compute, priv…
> There are very few companies who I trust with my digital data and thus trust to host something like OpenClaw and run it on my behalf: American Express, Capital One, maybe Proton, and maybe Apple. I managed an AI lab team at Capital One and personally I trust them. I don't really understand what this has to do with the post or even OpenClaw. The big draw of OpenClaw (as I understand it) was that you could run it loc…
Prepare for the rug pull...
Re: I’m joining OpenAI
#158It's pretty depressing yet motivating seeing SWE bifurcate.
This is an app that would've normally had a dozen or so people behind it, all acquihired by OpenAI to find the people who really drove the project.
With AI, it's one person who builds and takes everything.
Re: I’m joining OpenAI
#159Earlier quoted context omitted.
I think Cursor is doing pretty well in the enterprise space. It seems much more useful than just throwing agents upon subagents on an unsuspecting task like Claude Code.
Cursor is fine, the example is about how things go out of hype in very little time. However I believe Cursor will not survive much. It is designed around a model that will not survive: that the AI "helps you writing code", and you review, and need an IDE like that. There are many developers that want an IDE and can't stand the terminal experience of Claude Code and Codex, but I don't believe most developers in the fu…
I'd venture a guess that most of the software in the world is not written from scratch but painstakingly maintained and as such, Cursor is a good fit while CC is not.
Besides, if agentic coding does go off, Cursor has the customer relationship and can just offer it as an additional mode.
Whoever stands in front of the customer ultimately wins. The rest are just cost centers.
Re: I’m joining OpenAI
#160I have not run OpenClaw and similar frameworks because of security concerns, but I enjoy the author's success, good for him. There are very few companies who I trust with my digital data and thus trust to host something like OpenClaw and run it on my behalf: American Express, Capital One, maybe Proton, and *maybe* Apple. I managed an AI lab team at Capital One and personally I trust them. I am for local compute, priv…
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