OM

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The latest edition of our newsletter is out. This week we take a look at Nvidia's GTC conference, and why it shows that "AI" is going into "phase two" and we are at the inference inflection point. crazystupidtech.com/2026/03/22/jen…

@RakeshSFNYC @luketucker New 60 minutes 🤷🏽‍♂️

@luketucker @om there was a great last week tonight bit where a 60 minutes anchor would phrase the question like a statement and the subject would say it.

Banger from @om om.co/2026/03/19/how…

We seem to be "peak interview." And yet, we have so few interviews that deliver. A lot comes down to interviewers trying to impress the subjects instead of being conduits for their readers and listeners. My guide on how not to interview people. + Some handy tips! om.co/2026/03/19/how…

Calling for a 6-month pause on AI journalism until we can realize that @kevinroose is not a credible journalist. An independent survey showed that 90%+ of my technical predictions are correct. How is that not credible? Calling on journalists to dismiss me is completely unprofessional.

SCOOP - OpenAI is planning to simplify its product experience and launch one "superapp" -- part of its broader effort to instill more discipline and focus into the business, and beat back the threat posed by Anthropic more here in our @WSJ story wsj.com/tech/openai-pl…

Early report from the first project we are pursuing as part of the "self-defining systems" research, led by @sudopowr. So much potential to lower operational toil and MTTR!

yes a must read from @om one look at this chart of $nvda I shared earlier explains the stakes as the world becomes AI or IRL (technology as a garnish)

"Show me the incentives and I'll show you the outcome." Charlie Munger @Om Malik has watched tech companies prep for IPOs for decades. His piece on OpenAI connects dots everyone else is missing. All this focus talk? It's IPO prep. Anthropic, OpenAI, and xAI are all running the same race. If each offers 15% of their shares, the combined sum would equal every dollar raised across all American IPOs over the past decade. The Gulf sovereign wealth funds that backstopped this AI boom have bigger problems now. Middle East geopolitics tightened that money spigot. Public market investors in New York and London carry the weight instead. The IPO window won't stay open forever, and OpenAI knows it. Look at every announcement from this past month through that lens. The controlled leak to WSJ about "side quests" and getting focused. Enterprise partnerships with TPG, Advent, Bain and Brookfield. The "Frontier Alliances" with McKinsey, BCG, Accenture and Capgemini. The dysfunction admission is strategic. Every piece of news this month is aimed at the people who will price their shares. OpenAI needs those investors to believe the house is in order, they have a real shot at corporate dollars, and they're ahead in the AI race. Everything else is noise. Follow the incentive. om.co/2026/03/17/ope…

Every day brings a new story of @openai deals that die enterprise business, going after developers. And the @wsj piece was the cherry on the cake. The thread that ties it all together is the race to IPO. I break down the narrative from reality in my latest article. om.co/2026/03/17/ope…

I have to stay open minded about the cultural OpenClaw movement. It’s not my cup of tea but it’s undeniably a thing

The single best way I've seen someone put the rise of OpenClaw, and coincidentally, perfectly describes why I got hooked on the project in the first place: "OpenClaw is pointing at something further: action. The gap between what you intend and what actually gets done has always required resources. A team. A budget. An organization. OpenClaw is the first very rough sketch of closing that gap for everyone." Great piece, @om om.co/2026/03/16/lob…

So turns out that Jensen raising doubts about OpenAI and its lack of business focus was true. Very true. Nothing speaking harder than the check that doesn't clear. om.co/2026/02/02/ope…

@BWarburg @Techmeme Imagination is the unlock and that is the key thing. Hopefully this won't become a victim of the grift. I don't think it will, but these days that is the big unknown as grifters arrive in full force with their faux intelligence and influencer momentum.

@om @Techmeme Collapse of permission culture is well put. I likened OpenClaw to the modern day Mother of All Demos. A visibility event that makes what’s next imaginable. @bwarburg/note/p-190212976?r=gncxb&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@bwarburg/note…

In his keynote , Nvidia CEO Jensen Huang called OpenClaw the OS for Agentic Computers. He is right, and yet he is not really grokking the complete socio-cultural importance of the Claw movement. Here ismore context in my new article. om.co/2026/03/16/lob… (tip @techmeme)

Amen om.co/2026/03/16/lob…

The gap between "I can build this" and "this is worth building" has never been wider. AI closed the first one completely. The second one is still yours. Speed has never been cheaper. Imagination has never mattered more.

Agentic software engineering adoption is on fire at @Uber. 1,800 code changes per week are now written entirely by Uber's internal background coding agent, and 95% of our engineers now use AI every month across all the tools we track. This is a real reset moment for engineering; it's one of the most exciting times to lead. This shift requires builders to be curious and hands-on. I’m incredibly lucky to be surrounded by a team that’s doing exactly that. The best part is that the strongest adoption isn’t being pushed top down from leadership announcements; it’s coming from engineers who are quietly experimenting, quietly shipping, and quietly pushing things forward. I love spending time with those engineers because there’s no substitute for being close to the work. Over the last few months, we leaned in hard, and the results have been phenomenal. The bigger shift: going agentic. 84% of AI users are now working with agent-style workflows, not just tab completion. Claude Code usage nearly doubled in 2 months (32% → 63%), while IDE-based tools have largely plateaued. Engineers are moving from accepting suggestions to delegating tasks. Even within traditional IDEs, ~70% of committed code is now AI-generated. Background agents are writing code autonomously. Our internal background coding agent went from <1% of all code changes to 8% in just a few months. There is zero human authoring. Engineers review and approve, but the code is written entirely by AI agents. The role of the engineer is shifting - from writing every line to architecting systems and reviewing AI-generated code. More to come from the @UberEng team in the coming days.