OpenAI's $122B Round, Claude's Desktop Takeover & NEAR Hits Robinhood

Captions as YouTube publishes them, usually machine-generated, so product and people names can be misheard.

1. 0:00

   Good morning, Legion. Quick update before we get into the daily news. Near is now available to trade on Robinhood Exchange. This enables more access and liquidity and puts Near on another major fintech platform. Now for today's AI updates.

2. 0:15

   First up, Illia published a new piece called Agent Harnesses Are the New Operating System. He makes the case that Claws are replacing the traditional OS entirely. As he writes, quote, The experience of toggling from app to app or from tab to tab goes away. Handling different logins and accounts for every inference goes away, as well.

3. 0:34

   You boot into your Claw, and it already has your full context. The problem is most early Claws like OpenClaw weren't built with security in mind, so you can't trust them with your credentials. Ironclaw fixes that as it is open source written in Rust, secure from the ground up.

4. 0:49

   He also touches on alignment saying quote top down or one size fits all will not work when we're talking about managing global systems for billions of people. The full piece is worth a read check it out on the Near AI blog. Next up, OpenAI just closed its largest funding round to date, securing $122 billion in capital at an $852 billion valuation.

5. 1:10

   SoftBank, Amazon, Nvidia, and Microsoft all participated. The company says it's generating roughly $2 billion in revenue per month and is now calling itself an AI super app. One of the largest private funding rounds ever and another sign of how fast money is moving into centralized AI.

6. 1:27

   And now folks for our final story of the day, Anthropics Cloud Code now allows AI agents to navigate and control desktop screens from right within the Cloud app. This isn't just another incremental update, it's a leap towards fully autonomous computing where agents can write, test and debug code end to end without human intervention.

7. 1:46

   Anthropix announcement comes just weeks after the rollout of Perplexity's personal computer and Nvidia's Nemo claw, which similarly lets their AI agents take direct control of the desktop. We're starting to see how AI is moving from tools into full environments, and that shift is happening fast. We'll keep tracking how this evolves in the coming weeks.

8. 2:05

   That's it for today, see you soon next time.