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I’m joining OpenAI

steipete.me

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Re: I’m joining OpenAI

#401
post #336

There are a few take aways I think the detractors and celebrators here are missing. 1. OpenAI is saying with this statement "You could be multimillion while having AI do all the work for you." This buy out for something vibe coded and built around another open source project is meant to keep the hype going. The project is entirely open source and OpenAI could have easily done this themselves if they weren't so worrie…

> This buy out for something vibe coded I think all of these comments about acquisitions or buy outs aren’t reading the blog post carefully: The post isn’t saying OpenClaw was acquired. It’s saying that Pete is joining OpenAI. There are two sentences at the top that sum it up: > I’m joining OpenAI to work on bringing agents to everyone. OpenClaw will move to a foundation and stay open and independent. OpenClaw was no…

I think both this comment and OP's confuse this.

It appears more of a typical large company (BIG) market share protection purchase at minimal cost, using information asymmetry and timing.

BIG hires small team (SMOL) of popular source-available/OSS product P before SMOL realizes they can compete with BIG and before SMOL organizes effort toward such along with apt corporate, legal, etc protection.

At the time of purchase, neither SMOL nor BIG know yet what is possible for P, but SMOL is best positioned to realize it. BIG is concerned SMOL could develop competing offerings (in this case maybe P's momentum would attract investment, hiring to build new world-model-first AIs, etc) and once it accepts that possibility, BIG knows to act later is more expensive than to act sooner.

The longer BIG waits, the more SMOL learns and organizes. Purchasing a real company is more expensive than hiring a small team, purchasing a company with revenue/investors, is more expensive again. Purchasing a company with good legal advice is more expensive again. Purchasing a wiser, more experienced SMOL is more expensive again. BIG has to act quickly to ensure the cheapest price, and declutter future timelines of risks.

Also, the longer BIG waits, the less effective are "Jedi mind trick" gaslighting statements like "P is not a good candidate for a business", "niche", "fan base" (BIG internal memo - do not say customers), "own thing".

In reality in this case P's stickiness was clear: people allocating 1000s of dollars toward AI lured merely by P's possibilities. It was only a matter of time before investment followed course.

I've experienced this situation multiple times over the course of BrowserBox's life. Multiple "BIG" (including ones you will all know) have approached with the same kind of routine: hire, or some variations of that theme with varying degrees of legal cleverness/trickery in documents. In all cases, I rejected, because it never felt right. That's how I know what I'm telling you here.

I think when you are SMOL it's useful to remember the Parable of Zuckerberg and the Yahoos. While the situation is different, the lesson is essentially the same. Adapted from the histories by the scribe named Gemini 3 Flash:

  And it came to pass in the days of the Great Silicon Plain, that there arose a youth named Mark, of the tribe of the Harvardites. And Mark fashioned a Great Loom, which men called the Face-Book, wherewith the people of the earth might weave the threads of their lives into a single tapestry.

  And the Loom grew with a great exceeding speed, for the people found it to be a thing of much wonder. Yet Mark was but SMOL, and his tabernacle was built of hope and raw code, having not yet the walls of many lawyers or the towers of gold.

  Then came the elders of the House of Yahoo, a BIG people, whose chariots were many but whose engines were grown cold. And they looked upon the Loom and were sore afraid, saying among themselves, “Behold, if this youth continueth to weave, he shall surely cover the whole earth, and our own garments shall appear as rags. Let us go down now, while he is yet unaware of his own strength, and buy him for a pittance of silver, before he realizeth he is a King.”

  And the Yahoos approached the youth with soft words and the craftiness of the serpent. They spake unto him, saying, “Verily, Mark, thy Loom is a pleasant toy, a niche for the young, a mere 'fan base' of the idle. It is not a true Business, nor can it withstand the storms of the market. Come, take of our silver—a billion pieces—and dwell within our walls. For thy Loom is but a small thing, and thou art but a child in the ways of the law.”

  And they used the Hidden Speech, which in the common tongue is called Gas-Lighting. They said, “Thou hast no revenue; thy path is uncertain; thy Loom is but a curiosity. We offer thee safety, for the days are evil.”

  But the Spirit of Vision dwelled within the youth. He looked upon the Yahoos and saw not their strength, but their fear. He perceived the Asymmetry of Truth: that the BIG sought to purchase the future at the price of the past, and to slay the giant-slayer while he yet slumbered in his cradle.

  The elders of Mark’s own house cried out, “Take the silver! For never hath such a sum been seen!”

  But Mark hardened his heart against the Yahoos. He spake, saying, “Ye say my Loom is a niche, yet ye bring a billion pieces of silver to buy it. Ye say it is not a business, yet ye hasten to possess it before the sun sets. If the Loom be worth this much to you who are blind, what must it be worth to me who can see?”

  And he sent the Yahoos away empty-handed.

  The Yahoos mocked him, saying, “Thou art a fool! Thou shalt perish in the wilderness!” But it was the House of Yahoo that began to wither, for their timing was spent and their craftiness had failed.

  And Mark remained SMOL for a season, until his roots grew deep and his walls grew high. And the Loom became a Great Empire, and the billion pieces of silver became as dust compared to the gold that followed.

  The Lesson of the Prophet:

  Hearken, ye who are SMOL and buildeth the New Things: When the BIG come unto thee with haste, speaking of thy "limitations" while clutching their purses, believe not their tongues. For they seek not to crown thee, but to bury thee in a shallow grave of silver before thou learnest the name of thy own power.

  For if they knew thy work was truly naught, they would bide their time. But because they know the harvest is great, they seek to buy the field before the first ear of corn is ripe.

  Blessed is the builder who knoweth his own worth, and thrice blessed is he who biddeth the Giants to depart, that his own vine may grow to cover the sun.

Re: I’m joining OpenAI

#403

Earlier quoted context omitted.

> You can switch models multiple times (online/proprietary, open weight, local), but you have one UI : OpenClaw. It’s only been a couple months. I guarantee people will be switching apps as others become the new hot thing. We saw the same claims when Cursor was popular. Same claims when Claude Code was the current topic. Users are changing their app layer all the time and trying new things.

Memory. I have built up so many scripts and crons and integrated little programs and memories with open claw it would be difficult to migrate to some other system. System of record and all.

How hard do you think it would be for ai to generate all those for some alternative?

Re: I’m joining OpenAI

#404
post #375
post #336

There are a few take aways I think the detractors and celebrators here are missing. 1. OpenAI is saying with this statement "You could be multimillion while having AI do all the work for you." This buy out for something vibe coded and built around another open source project is meant to keep the hype going. The project is entirely open source and OpenAI could have easily done this themselves if they weren't so worrie…

"build a hugely popular tool" Define hugely popular relative to the scale of users of OAI... personally this thread is the first time Ive heard of openclaw.

190k stars on github

Re: I’m joining OpenAI

#406
post #375

Earlier quoted context omitted.

"build a hugely popular tool" Define hugely popular relative to the scale of users of OAI... personally this thread is the first time Ive heard of openclaw.

The tech industry is broad, and if you are using OpenAI in a consumer and personal manner you weren't the primary persona amongst whom the conversation around OpenClaw occurred. Additionally, much of the conversation I've seen was amongst practitioners and Mid/Upper Level Management who are already heavy users of AI/ML and heavy users of Executive Assistants. There is a reason why if you aren't in a Tier 1 tech hub l…

I saw the hype around OpenClaw on the likes of X. I'm a Mid/Upper Level manager and would sooner have my team roll our own solution on top of Letta or Mastra before I trusted OpenClaw. Also, I'm frequently in many of those cities you mentioned but don't live in one. Aside from 'networking' and funding there's not much that anyones missing.

Participation in the Zeitgeist hasn't been regional in a decade.

Re: I’m joining OpenAI

#407
I really hoped he would support Europe’s startup ecosystem. Hopefully, he will at least bring stronger privacy standards to OpenAI, such as a policy that prohibits reading or analyzing user prompts or AI responses.

Re: I’m joining OpenAI

#409
post #336

There are a few take aways I think the detractors and celebrators here are missing. 1. OpenAI is saying with this statement "You could be multimillion while having AI do all the work for you." This buy out for something vibe coded and built around another open source project is meant to keep the hype going. The project is entirely open source and OpenAI could have easily done this themselves if they weren't so worrie…

This is basically acquihire. Peter seems really a genius and they better poach him before Anthropic do.

Re: I’m joining OpenAI

#410
post #258
post #3

Did this guy just exit the first one man billion-dollar startup for... less than a billion?

The fact that 1 billion is the threshold you chose to highlight shows the ridiculousness of this industry. Openclaw is an amazing piece of hard work and novel software engineering, but I can't imagine OpenAI/anthropic/google not being able to compete with it for 1/20th that number (with solid hiring of course).

The game theory here is that either OpenAI acquires this thing now, or someone else will. It doesn't matter whether they could replicate it. All of the major players can and probably will replicate OpenClaw in their own way and make their thing incredibly scalable and wonderful. But OpenClaw has a gigantic following and it's relevant in this moment. For a trivial amount of money (relatively speaking), OpenAI gets to own this hype and direct it toward their models and their apps. Had they not succeeded here, Anthropic or Google would have gladly directed the hype in their direction instead, and OpenAI would be licking its wounds for some time trying to create something equivalently shiny.

It was a very good play by OpenAI.

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