HOW TO INVEST IN THE POTENTIAL UNIT OF THE AI ERA

In recent days, a tech blogger of my usual interest has shared this view in a private space course:

If ChatGPT's invention is a “steam machine”, OpenClaw's invention is a “column pole”。

In sharing the contribution of scientific and technological progress to human society, the blogger often uses examples of steam engines and curve poles。

Despite being a major breakthrough in the history of human technology, the invention of a steam engine has in fact not been widely used in human society and has not done much to promote it. What really began to spread and apply the steam engine was another neglected invention -- the curve pole。

It was only after the corrosive poles were invented that human society began to use steam engines for cars, ships, trains and industries, and eventually for real progress and development。

By the same token, ChatGPT’s invention was an important breakthrough in AI’s development history, but its inventions seemed to be used and circulated only in small areas, and the public did not feel AI’s existence or the direct changes it brought. But OpenClaw is likely to be a turning point in the AI field, which will lead to large-scale applications of AI。

OpenClaw is an important difference from the previous AI Ages:

AI Acts need to interact with human beings at every step and stop when it encounters problems。

Unlike OpenClaw, however, it encounters problems in constantly trying new methods through self-retroactivity. This has made it possible for AI to carry out its tasks without human intervention and has removed a key obstacle to the large-scale application of AI。

Of course, OpenClaw still has a lot of problems and needs a lot of grinding and evolution, but this trend is already evident。

To go further, the blogger believes that soon this year, with the expansion of OpenClaw applications, it is likely that subversive applications will occur in the AI area for a wide range of users, so we will be following its development with great interest and subsequent new changes。

After this sharing, I thought of another question:

What kind of company would develop that truly subversive application for a wide range of users

That's what I've been thinking about。

Why do you care so much

Because of the close link between this and investment, it was decided that the analysis and attention to companies should focus on which companies

Because human time, energy and resources are always limited, it is impossible for us to spread our attention across all companies. I'm sure it's impossible to catch anything。

Previously, when I shared the history of the development of block chains, mobile Internet and Internet ecology, I said that after the emergence of each new ecology, most of the ultimate giants in the new ecology were newly emerging companies, and few old players in the old past were able to continue on the first ladder in the new ecology。

There are very few companies that continue to dominate the Internet and mobile Internet, as is the case with e-mails。

I FEEL THAT THE LAW MAY CONTINUE TO APPLY IN THE AI ERA。

In the AI era, although the former road giants (e.g. Microsoft, Google, Meta) continued to spend so much money on land in this area, they still seem to be leading the way。

In the area of large models, OpenAI and Anthropic are typical. In our country too, DeepSeek has pioneered the river, especially in Hong Kong, where the most visible intellectuals and Mini Max are located。

Now, while Gemini of Google, Ali's quiz is up against those giants and is at the top of the list of big models, I always feel that the ultimate winners will still be the ones above。

Let's talk about Gemini alone. Its core technology is in fact also derived from its acquisition of the new company DeepMind, rather than from itself. So, strictly speaking, Gemini is a masterpiece of the new company。

In the area of applications, Manus, who had been the most popular in the previous period, and OpenClaw and Moltbook, which are now new, are all new companies。

If OpenClaw is really the "column pole" of the AI era, then in the next change, we are about to see the AI era “cars”, “ships” and “trains” - and it is possible that the creation of them will be a group of small teams, new companies, now invisible。