
Quant Capital
1.7K posts

Quant Capital
@QuantCapitalX
Systematic Trader on all Markets







It’s over. Anthropic just banned OpenClaw. Uncensored thoughts: 1. Massive mistake that will come back to bite them 2. Open source needs to win. If you have a local model running on your Mac mini, no corporation will ever be able to ban you 3. ChatGPT 5.4 is the best model. But it sucks compared to opus in OpenClaw. I will continue to pay for Anthropic api 4. I have no doubt the next OpenAI model will be optimized for Openclaw and be excellent 5. In 6 months the local models will be as good as opus 4.6 and all of this will be forgotten 6. It’s feels like from a consumer sentiment perspective things have flipped for OpenAI and Anthropic. They were the darlings when Opus 4.5 came out 7. Going to the Kanye concert right now please don’t spoil the stage or set list in the replies 8. The best openclaw set up is now Opus as the orchestrator, then much cheaper models as the execution layer. If you do this properly you won’t be paying much more than $200 a month. I’m using Gemma 4 and Qwen 3.5 for execution on my DGX Spark and Mac Studio














The US leaving NATO maybe the one thing that can actually save Europe. For 80 years, the Europeans have coasted. Their defense, especially the cost, was outsourced to America. This allowed them to free up billions to spend on elaborate social welfare programs that undermined the competitive drive of their citizens. With guaranteed incomes and a safety net, there was no need to work hard for a retirement like in America. It gave them the ability to fund free advanced education programs so their sons and daughters could study things with little or no commercial potential unburdened by the need to worry about paying off education loans while also making a living. Without the US funding their defense, they will now have to spend a hell of a lot more than the meager 5% of GDP that Trump requested for NATO funding. In addition, they won’t have America around to step in when disagreements between European nations run the risk of turning into wars. Good luck Europe. You’re gonna need it.






















