I've read this and the replies and I don't understand - but want to. I have 6 agents spun up under one openclaw. 4 of them use my claude code max sub. 2 use my codex sub. I am not needing to use any metered API calls. Why are you?
I just don’t want to risk an account ban like I’ve heard others describe. But if it’s working for you that’s awesome! Saves a lot of money! I don’t mind the cost personally for the value.
Though you do have a point that OpenAI said their subscription is usable in third party apps so I should be using it then. Good point.
Oh no, not at all. But your comment made me give the bot a ChatGPT subscription that it's using with the Codex endpoints since they've announced that they will be supporting 3rd party use of those endpoints. It's a bit slower than Sonnet through OpenRouter but it's vastly cheaper. Much appreciated for the advice!
Potentially amazing opportunity for OpenAI to more meaningfully compete with Claude Code at the developer and hobbyist level. Based on vibes it sure seemed like Claude Code / Opus 4.6 was running away with developer mindshare.
Peter single handedly got many of us taking Codex more seriously, at least that's my impression from the conversations I had. Openclaw has gotten more attention over the past 2 weeks than anything else I can think of.
Depending on how this goes, this could be to OpenAI what Instagram was to Facebook. FB bought Instagram for $1 billion and now estimated to be worth 100's of billies.
Total speculation based on just about zero information. :)
> Peter single handedly got many of us taking Codex more seriously, at least that's my impression from the conversations I had.
Comments like this feel confusing because I didn't have any association between Codex and OpenClaw before reading your comment.
Codex was also seeing a lot of usage before OpenClaw.
The whole OpenClaw hype bubble feels like there's a world of social media that I wasn't tapped into last month that OpenClaw capitalized on with unparalleled precision. There are many other agent frameworks out there, but OpenClaw hit all the right notes to trigger the hype machine in a way that others did not. Now OpenClaw and its author are being attributed for so many other things that it's hard for me to understand how this one person inserted himself into the center of this media zeitgeist
He's been on a number of podcasts - lex recently, and is really emphatic about Codex as the breakthrough solution he relies on. I just looked and on the handful of podcasts there are about 2,000,000 views this past week and half or so.
yes, i switched to Codex after he mentioned it on "Pragmatic engineer" podcast and I ran out of Claude credits on 20x plan. So far Codex is matching or slightly beating Claude Code for me. Loving the Desktop app despite the slowness
It's how Steve Yegge became a "father of agentic orchestration" or something - there is some Canonical Universe Building exercise somewhere on twitter that just looks, for the lack of a better word, not rigorous. But good for all these people, I guess, for riding the hype to glory.
I’m not disputing that people who follow Peter are getting information from Peter. It’s the “single handedly” part of the claim that was strange.
I’m questioning how some people in that bubble came to believe he was at the center of that universe. He wasn’t the only person talking about the differences between Codex or Claude. Most of the LLM people I follow had their own thoughts and preferences that they advertised too.
Sure, single-handedly is doing a lot of work here. :) Anecdotally a fair number of people I know have referenced his thoughts so I just ran with that. Most people seem to kind of equivocate about whatever model they like, Peter on the other hand is very strident about it.
You need to have tremendous agency/will to start competing with a public company. Plus, you need to have a lot of distribution channels, competing with sales people that do this for a living since ages, and marketing budgets that are higher than your annual Claude spending.
Regular people do not press 10 clicks daily to track their calories, and you're saying that they will start competing with Salesforce and the like?
GM Supercruise on my 2024 Silverado RST is a joke compared to Tesla FSD. It's not even remotely comparable. Supercruise only works on freeways/highways, does not understand ANY navigation. It's a better cruise control, that's about it.
I own 2 Tesla model S of different vintages and FSD is a completely different animal. My 2017 model s can navigate from my house to, well, anywhere, with no intervention.
I have been very disappointed in how long it took Tesla to get here based on the promises they made 10(!) years ago, but they are there now. Even a year ago FSD used to scare me frequently and cause me to disengage but that never happens now.
The math here is mixing categories. The token calculation for a single 1-GW datacenter is fine, but then it gets compared to the entire industry’s projected $8T capex, which makes the conclusion meaningless. It’s like taking the annual revenue of one factory and using it to argue that an entire global build-out can’t be profitable. On top of that, the revenue estimate uses retail GPT-5.1 pricing, which is the absolute highest-priced model on the market, not what a hyperscaler actually charges for bulk workloads. IBM’s number refers to many datacenters built over many years, each with different models, utilization patterns, and economics. So this particular comparison doesn’t show that AI can’t be profitable—it’s just comparing one plant’s token output to everyone’s debt at once. The real challenges (throughput per watt, falling token prices, capital efficiency) are valid, but this napkin math isn’t proving what it claims to prove.
> but then it gets compared to the entire industry’s projected $8T capex, which makes the conclusion meaningless.
Aren't they comparing annual revenue to the annual interest you might have to pay on $8T? Which the original article estimates at $800B. That seems consistent.
Did you listen to the recent interview with Ben Bajarin? I thought that interview alone justified the subscription. Curious as to whether anyone else felt the same.
Fantastic interview. Hard to get much info from inside the world Bajarin was speaking of. Notable how everyone is saying they can't get capacity for the tokens they're trying to serve.
The current AI wave has been compared (by sama) to electricity and sometimes transistors. AI is just going to be in all the products. The trillion dollar question is: Do you care what kind of electricity you are using? So, will you care what kind of AI you are using.
In the last few interviews with him I have listened to he has said that what he wants is "your ai" that knows you, everywhere that you are. So his game is "Switching Costs" based on your own data. So he's making a device, etc etc.
Switching costs are a terrific moat in many circumstances and requires a 10x product (or whatever) to get you to cross over. Claude Code was easily a 5x product for me, but I do think GPT5 is doing a better job on just "remembering personal details" and it's compelling.
I do not think that apps inside chatgpt matters to me at all and I think it will go the way of all the other "super app" ambitions openai has.
If you take that at face value, shouldn't every investor just back Google or Apple instead? Like, OpenAI is, at best, months ahead when it comes to model quality. But for them to get integrated into the lives of people in the way all their competitors are would take years. If the way in which ai becomes this ubiquitous trillion dollar thing involves making it hyper-personalized, is there any way in which OpenAi is particularly well positioned to achieve that?
> I do think GPT5 is doing a better job on just "remembering personal details" and it's compelling.
Today I asked GPT5 to extract a transcript of all my messages in the conversation and it hallucinated messages from a previous conversation, maybe leaked through the memory system. It cannot tell the difference. Indiscriminate learning and use of memory system is a risk.
I mean don't you think this is is more analogous to the introduction of computing than electricity? If you told people in 1960 that there would be supercomputers inside people's refrigerators do you think they would have believed you?
And most people actually don't care what CPU they have in their laptop (enthusiasts still do which i think continues to match the analogy), they care more about the OS (chatGPT app vs gemini etc).
can the world and tech survive fruitfully without AI? yes. can the world and tech survive without electricity and transistors - not really. the modern world would come crashing down if transistors and electricity disappeared overnight. if AI disappeared over night the world might just be a better place.
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