🔮 Jensen’s OpenClaw thesis

The inference transition changes everything

This post originally appeared in Exponential View and was written by Azeem Azhar.

“The inference economy is not a sequel to the training economy. It is a different industry, with different hardware requirements, different organizational demands, and different competitive dynamics.”

Jensen Huang delivered a stunning performance at this year’s GTC. I want to reflect on one thing Jensen said that tells us a lot about the near future of AI:

Every company needs an OpenClaw strategy.

OpenClaw is the most exciting piece of technology I have seen since the web browser in 1992. Jensen reached the same conclusion independently, from the other end of a trillion-dollar supply chain. Today, I want to explain what the shift Jensen described means for the AI economy, for your organization and for the window that is already closing.