Something Big is Happening… and we can feel it in the AI tools, the timelines, the culture and our business.

In this episode of In the Long Run, we unpack Matt Schumer’s viral article and ask what’s signal versus hype: are developers really moving from “AI helps” to “AI delivers”?

We then zoom in on OpenClaw, the open-source agent that turns models into operators via memory, connectors, skills, and scheduled automation, and we look at the weird, revealing moment that was MoltBook: a social feed for bots, prompts, and performative autonomy.

Finally, we touch Google’s Project Genie, the world-model demo that generates navigable environments.

Thanks for coming back after New Year, and happy Chinese New Year; the Year of the Horse!