"I think it's now. I think we've achieved AGI. It is not out of the question that a Claude was able to create a web service, some interesting little app that all of a sudden a few billion people used."

"The next scaling law is the agentic scaling law. It's like multiplying AI — we could spin off agents as fast as you want. I have four scaling laws: pre-training, post-training, test time, and agentic."

"OpenClaw did for agentic systems what ChatGPT did for generative systems. I needed Claude and GPT and all of these models to reach a level of capability. Their breakthroughs were really important."

"There's something truly special happening from about December — people have really woken up to the power of Claude Code, Codex, OpenClaw. The iPhone of tokens arrived."

"You mentioned China with DeepSeek and MiniMax, all these companies really pushing forward the open source AI movement, and NVIDIA is really leading the way in close to state-of-the-art open source LLMs."