Claude Is Becoming OpenClaw (And It's Better)

Ejaaz: Over the last eight weeks, Anthropic shipped more products than companies do over the entire year. Ejaaz: Eight new features that completely replace OpenClaw. Claude Cowork that automates Ejaaz: your desktop work, Claude Cowork that reviews and edits your code, Ejaaz: and just yesterday, they released computer use.

Ejaaz: Claude can now access and operate your entire computer. That means any file, Ejaaz: any tool, any app Claude can access and intelligently operate, Ejaaz: your own digital worker that lives on your computer. Ejaaz: Each of these features individually are great, but collectively they form something much more powerful. Ejaaz: A new AI native operating system, maybe we call it Claude OS, Ejaaz: that competes directly with Apple Mac OS and Windows.

Ejaaz: Claude is now no longer a chatbot or an LLM. Ejaaz: It has become an entire AI operating system and that is much more powerful than Ejaaz: anything we've seen before. Josh: There's a few like, oh my god, I can't believe it could do this moments that Josh: have happened fairly recently. Josh: One of them is when it took over my browser for the first time.

Josh: I'll never forget the moment where suddenly a browser opens up my screen and Josh: pages start opening and an AI starts interfacing with the system on my machine. Josh: And that just happened again yesterday when for the first time the AI took my Josh: cursor on my display, moved it around, clicked on things, changed my window Josh: sizes, moved sliders around. It actually took over. Josh: It reached through the computer and started doing things on my desktop.

Josh: It was unbelievable. And I know that people who use OpenClaw, Josh: they're like, we've had this for months and weeks and like for a very long time. Josh: But this works with all of the infrastructure that I already have and that I Josh: trust. It's very cool and it's very powerful. Josh: There's essentially no limit to the possibilities in which it could do when Josh: it comes to engaging with your machine.

Ejaaz: It is very slow. It's a little bit clunky, but this is the worst this feature is ever going to be.

Ejaaz: And the crazy part is you can give Claude access to anything on your computer, Ejaaz: even if it is a work portal or if it is a email or Slack or calendar, Ejaaz: it can now do things autonomously and intelligently for you, Ejaaz: which is a massive jump up from Claude Cowork or anything that we've seen before Ejaaz: which has been limited by apis or connectors or plugins Ejaaz: This is Claude looking at the screen and operating just like you would as a human.

Josh: You could be anywhere in the world and you could text Claude through dispatch Josh: and it will actually use your computer and it can do anything. Josh: If you wanted to edit a photo, you could have it open up Photoshop and drag the sliders. Josh: If you wanted to create you a playlist on Spotify, it can open up your Spotify Josh: window and create a playlist for you.

Josh: It's also important to note how this works because it takes a little while before Josh: you actually get to this point.

Josh: What it will do prior to this when you ask it something is try to sift Josh: through the connectors that you already have with the Josh: cloud application so if you want it to interface with slack Josh: or if you want to interface with google drive or your email or your calendar Josh: those are all plugins and connectors that you can add to the cloud desktop application Josh: that allows it to interface much quicker than that if there are no connectors

Josh: if there are no connected accounts then it will defer to actual full computer Josh: use where it takes over your mouse it takes over the keyboard it's Ejaaz: Very impressive to just see an ai I maneuver my laptop and screen without me even touching it.

Ejaaz: I just want to pay attention now to the speed of execution that Anthropic has Ejaaz: gone on, because this shouldn't be understated. Ejaaz: They've shipped all these features which allow and have led up to computer use. Ejaaz: Eight weeks. Take a look at this crazy timeline. Ejaaz: So eight weeks ago, they shipped something called Claude Cowork, Ejaaz: which you're seeing on the screen right now. Ejaaz: And it basically automates a bunch of stuff on your desktop.

Ejaaz: But it's different from computer use because it requires plugins, Ejaaz: it requires connectors, it requires different access and permissions to tools. Ejaaz: Computer use is different because it sees the screen like a human would, Ejaaz: it moves the mouse like a human would. Ejaaz: Then a few weeks later, it released a marketplace for enterprise SaaS tools Ejaaz: released just for enterprise companies.

Ejaaz: And the idea here is they can access any enterprise tool or service, Ejaaz: such as a legal Zoom or a legal plugin and do all that contractual work for them. Ejaaz: And that resulted in a bunch of stocks completely tanking. Ejaaz: I remember when the legal plugin was released, it resulted in a 35% drop in Ejaaz: the major legal stocks within the hour of them announcing it on X, which is pretty insane.

Ejaaz: Then a few weeks later after that, they released Claude Code Review, Ejaaz: which was like a security tool for your Claude Code. Ejaaz: They then released Claude Remote Control, which allowed you to text Claude. Ejaaz: They then released Computer Use, which was funneled by this company called Vercept, Ejaaz: which they acquired only four weeks ago. Ejaaz: The point is, they have been on an absolute blitz.

Ejaaz: And it's crazy how they've created this open Claude Killer in such a short time. Josh: Yeah. So for a lot of companies, we can really only judge them on their product Josh: velocity, how fast they're able to ship new and noteworthy features.

Josh: And hearing the fact that Claude Cowork is eight weeks old is like pretty insane. Josh: Eight weeks is not a long time. And in eight weeks, we went from launching the Josh: research preview of Cowork to full computer desktop use. Josh: So eight weeks from now, you have to imagine not only will all these features be Josh: incredibly better than they are today, but there will be far more of them available.

Josh: The chart that we have on screen here, I guess it's comparing OpenClaw to ClaudeCowork. Josh: And as we're comparing these two Josh: charts, you'll notice that the core functionality is basically the same. Josh: It controls your computer, you can message from your phone, you can message from chat apps.

Josh: The difference lies within the enterprise and the tools feature set, Josh: where enterprise integration, security, governments, none of these are going Josh: to actually use the OpenClaw system because of a lot of security concerns. Josh: Anthropic, as we know, is built for enterprise solutions. So a lot of companies Josh: are going to be trusting this a lot more.

Josh: A lot of companies are going to trust the fact that Anthropic will implement Josh: this more securely, more effectively, Josh: and more in a way that's just easier for an enterprise to use. Josh: Or if you're just the average user, easier for you to use because you already Josh: have all this downloaded on your phone and on your desktop application. Ejaaz: And if we remember, it was only, I think, four weeks ago that OpenAI acquired

Ejaaz: OpenClaw. and presumably they did it to build a very similar thing to what Anthropic Ejaaz: just released over the last eight weeks. Ejaaz: It's pretty crazy that Anthropic out-shipped them. But to your point, Ejaaz: I think Anthropic didn't get engaged with OpenClaw in any way. Ejaaz: They actually banned a lot of OpenClaw users from using OpenClaw with Claude Ejaaz: because they built their own thing and it's just safer, easier,

Ejaaz: and probably cheaper to use. If you have a Pro or Mac subscription, Ejaaz: you now get access to this. Ejaaz: It's only functional on macOS for now, but presumably it becomes Windows. Ejaaz: Speaking of macOS, and Windows, there is a bigger plan that was revealed to Ejaaz: me yesterday when they launched this feature, Josh, which is...

Ejaaz: If I step away for a second and look at what Anthropik has built, Ejaaz: they've built an LLM that can code for you, that can speak to you, Ejaaz: that can monitor and use your desktop, that can use your browser for you. Ejaaz: It sounds like a new AI operating system. Ejaaz: So I can't help but think that Anthropik's grand plan isn't to build the best LLM.

Ejaaz: It's to build a brand new AI operating system that might compete directly with Windows or Mac OS. Josh: Yeah, well, they're doing it without directly saying it. I admire OpenAI for Josh: the fact that they've been saying for years now that their sole intention is Josh: to build an AI operating system. Josh: They want the operating system for your entire life. There wasn't really a blueprint for that.

Josh: No one really knew quite what that would look like until OpenClaw came around Josh: and showed people that, wow, this claw infrastructure is actually kind of cool. Josh: It takes the core components of a computer. Josh: It has the memory. It has the processing. It has storage. Josh: And it applies it to an AI agentic system. Josh: And I think once that OpenClaw blueprint became real, once that claw blueprint Josh: became real, A lot of companies are now just racing to do that.

Josh: So now Anthropic, without explicitly saying it, is very much building the Anthropic OS. Josh: You have all of their functionality built into one application on your desktop. Josh: It's now working with your phone. They're planning to just integrate more and Josh: more into this. OpenAI has been trying to. Josh: They have clearly been behind because Anthropic has been shipping so quickly recently. Josh: And then we have OpenClaw, which feels like the open source Linux version.

Josh: So if I had to pin each one of these companies to something more relatable today, Josh: it's probably OpenClaw is kind of like Linux. It is universal, open source.

Josh: It is core infrastructure that a lot of people will build on because it is Josh: Stable and open source and you have Josh: full control over that and then there's anthropic which is probably Josh: closer to microsoft i feel and then open ai and Josh: chat gpt are close to apple they have the hardware angle Josh: incoming they're working with the apple designer johnny ive but each one of Josh: these is kind of working to build their own operating system and it's actually

Josh: working fairly well and you're seeing the early signs of it where it's starting Josh: to take over and kind of consume the existing mac operating system that we're Josh: using and then i'm sure there is certainly a plan to even displace that? Ejaaz: Yeah, so we have this cool visual here, which shows the Claude OS stack as it exists today. Ejaaz: You've got the intelligence, which is basically the model called 4.6 Opus and Sonnet.

Ejaaz: You've got the developer stack, which is called code. You've got the desktop, Ejaaz: which is now co-work and the new feature they released yesterday, computer use. Ejaaz: They've got mobile via dispatch, so you can text Claude and a bunch of other Ejaaz: things and tooling MCP, which creates this entire operating system.

Ejaaz: I actually kind of disagree with you on Anthropic or Claude being like Windows, Ejaaz: I think it's probably more like Apple for one specific reason, Ejaaz: which is they seem to be leaning hard into the marketplace, which suggests to Ejaaz: me that Anthropic might release their own app store with a range of different Ejaaz: plugins that Claude can get access to.

Ejaaz: Because one thing that computer use, this new feature allows, Ejaaz: is developers to build an app for computer use specifically that they can launch Ejaaz: on Anthropic's hypothetical app store and give access to the 19 million daily Ejaaz: Claude code users which use these different tools. Ejaaz: So that distribution, I think, is very attractive. Ejaaz: And that's the same kind of attractive distribution that Apple created back in the early days.

Josh: And what's funny is the market demand is very much reflective of this in terms Josh: of daily active users, but also in terms of money. Josh: Now, there's been a lot of rumors recently that these companies are going to go public soon. Josh: And we kind of had a dry run of what that looks like through this weird company called Josh: VCX. Now, there's a venture fund named Fundrise.

Josh: And what they did is they took their private shareholdings that they have in Josh: Anthropic, in OpenAI, in SpaceX, in Databricks, and a few other companies, Josh: and they listed it publicly on the stock exchange. Josh: That was listed a week ago for about $34 was the IPO price. Josh: This morning, it traded at $312 per share. That's a 15 times return on investment Josh: over the course of five days. Josh: So clearly there is an unbelievable amount of demand for it.

Josh: And if you run the map on these numbers, it's pretty interesting. So Josh: It has a NAV of $19 per share, and this morning it traded at $312 per share, Josh: which means the market is valuing a fund, which has $650 million in assets, at $5.8 billion. Josh: That's an eight times premium on the assets held in the fund because people Josh: are so unbelievably desperate for exposure to these assets, to Anthropic, to OpenAI.

Josh: They want to be invested in the stock of the future. And the problem with this Josh: alignment conversation, particularly in the case of Anthropic, Josh: is they're so focused on alignment, on everything but financial alignment, right? Josh: It's like, if you want true and total alignment with the mission, Josh: there needs to be some sort of vested interest that people can take in it. Josh: And that very clearly feels like an IPO.

Josh: I just don't know why they're taking their sweet time doing it.

Josh: And what we can do is we can reflect this market sentiment on the IPO that's Josh: coming possibly later this year, Josh: possibly early next year, through our friends over at Polymarket, Josh: who actually have a market built just for this, which is a test to see what Josh: the anthropic ipo closing market price will look like on the day that it does Josh: ipo and it's pretty high there's an 82 chance it closes over 600 billion dollars Ejaaz: What it is right now.

Josh: Twice what it is right now which means there's a lot of upside there's Josh: a lot of excitement around anthropic and Josh: you can see the chart has been trending upwards for a little while we have a Josh: similar one with open ai and it appears as if open Josh: ai is going to be even larger than anthropic by 30 Josh: to maybe 50 percent so it's funny while we sit here Josh: saying how anthropic has so much growth the market still very much believes

Josh: that open ai is these larger company by a fairly significant margin and they Josh: have the average ipo closing market cap at around 952 billion dollars just shy Josh: of a trillion so these are going to be absolutely massive launches the only Josh: question is when they're going to get here Josh: And we'll keep our eye on it and we will keep you posted on the progress towards Josh: that. Thank you, Polymarket, for sponsoring this section of the show.

Ejaaz: And that brings us to the end of the episode. This product and feature is very new. Ejaaz: Computer use isn't probably recommended to everyone. Don't give Claude access Ejaaz: to your entire computer just yet. Ejaaz: Use small, subtle tasks to see if it actually works like we did and showed you today on the episode. Ejaaz: We hope you enjoyed it. If you are watching this on YouTube, Ejaaz: please like and subscribe and turn on notifications. It helps us out massively.

Ejaaz: We've been going on an absolute tear. on our recent episodes. Ejaaz: The episode that we released on Monday, I believe has currently, Ejaaz: as I'm looking at it right now, has hit over 16,000 views, I believe, which is just insane. Ejaaz: Thank you guys so much for your support. If you're listening to this on Spotify Ejaaz: or Apple Music, please subscribe to us, follow us, give us a five-star rating Ejaaz: if you feel that we're worthy of it.

Ejaaz: Or maybe ask Claude to do it via your desktop. Ejaaz: Maybe use computer use, that also helps. Josh, is there anything else you want to share? Josh: Yeah, I'd like to encourage everyone to try this. I think everyone will be surprised Josh: whether or not you use open claw. I think... Josh: Applying this to your personal computer changes things because I'm one of the Josh: people that does have an OpenClaw set up.

Josh: I have my Claw desktop application running with co-work on it all the time. Josh: I've been using this Dispense feature and there's a place for both. Josh: So I think people who are OpenClaw power users are going to watch this and probably laugh at it. Josh: But I wouldn't shy away from the fact that personal computer use versus your Josh: kind of workstation that you've set up for OpenClaw is a very big difference.

Josh: And also the impact that it has in the fact that Anthropic has so many users Josh: that are non-technical, that just want to use AI. Josh: This is incredibly easy for them to set up. And the desktop application is great. Josh: It has the chatbot, it has co-work, and it has code all built in under one roof. Josh: And this sounds like a paid show. It's not. I wish they would sponsor us. Josh: It's actually just what I use every single day.

Josh: So it's a good product that's worth trying because it's very reflective of what Josh: the future is going to look like, right? It's like, currently we're typing on Josh: our computers, we're clicking things. Josh: Currently we're far faster than Claude is. But there's a world in the not-so-distant Josh: future where that is no longer true. Josh: And once that's not true, it unlocks a lot of really powerful use cases. Josh: So it's fun to try it now to get an early glimpse of the future.

Josh: And even though it's slow and it's a little clunky, it's still worth experimenting with. Josh: That way you could stay right on the edge with us as we cover all of the news Josh: about frontier AI and technology. Josh: So like you just said, thank you guys again for joining us, for sharing this Josh: with your friends, for being so supportive and writing amazing things in the comments.

Josh: I have not been able to answer all of them, but try our best to at least read Josh: them and just share some gratitudes with you as well. Josh: So thank you so much for watching and we'll see you guys in the next episode. Ejaaz: See you guys.