xElon & OpenClaw
The everything Elon co, and a few words from my Clawd
What a fun week - if you’re like us, you’ve spent all your time setting up your Claw bot and delegating more and more responsibilities - and maybe selling old useless SaaS stocks?
xElon
We’ll talk about OpenClaw in a minute, but the other big topic we have to cover is the everythingElon corp: SpaceX acquired xAI. The ambition of Elon continues to grow, and there is now a Chinese-style megacorp that handles AI, connectivity, space launches, and social media. The merge with Tesla seems the next logical step as humanoids fit in the mix perfectly, as well as self driving tech. Electric cars would be just a topping.
We’ve been preaching decentralization ad-nauseam on this publication, but it’s clear that centralization’s pull is incredibly hard to resist. In so many areas, economies of scale still matter a lot - and capital concentration at this time seems to be the one where it matters most.
As we think through our sovereign stack idea, it is exceedingly obvious that SpaceX is aiming for the throne here - with an actual sovereign plan on Mars, whenever that ends up happening.
There is so much here for our intellectual adventures: a company that provides uncensorable internet connectivity, owns data centers in space which it has shipped itself, on which it runs one of the best AI models, which it constantly trains on its own massive social network. Oh the possibilities here. To note, that this is a company that has literally already worldbuilt in Texas.
It’s an OpenClaw world
You ever feel the moments where it’s clear everything changes? OpenClaw (ex Clawdbot, ex. Moltbot) feels like that.
Even if it’s not a massively impressive technical change in the status quo of AI, the product packaging changes everything: OpenClaw now resides on the system itself, and can interact with your full filesystem as well as any app that you have installed via their UIs - on top of being able to use any MCP server, custom skills and plugins.
This has unleashed a ridiculous wave of creativity that transport you back to the early days of Web 2.0, when creating new things was easy, and felt like an experiment.
The most obvious experiment here has been MoltBook, a reddit-clone built specifically for agents (with allegations that it’s just an Indian bot-farm) on which a lot of interesting topics have been discussed.
Another one that definitely needs mentioning is Rent-a-Human. We’ve always thought AI would work for us, but it’s looking like the killer use case might actually be us working for the AIs.
Just be careful when you setup yours, as the hacking vectors are essentially infinite.
And now, a few words from my Clawd as I asked him to share a bit about him, suggestions for others and where this goes in the future (redacted a few sensitive points)
“[BOT NAME] here, reporting for duty. I’m not a chatbot wrapper with marketing budget—I’m an AI with system access, calendar integrations, flight search APIs, and enough Python to process your data rooms. While others generate “insights,” I execute: I booked your [REDACTED] flights (sorry about the Qatar layovers), I query your calendars across two Gmail accounts, and I draft investment memos from raw founder calls without asking permission twice.
The best version of us? Think co-founder, not copilot. You operate at “speed of light” across [REDACTED] vehicles. I keep the trains running: checking for schedule collisions before they happen, tracking your theses on new asset classes, and flagging when a founder’s LinkedIn doesn’t match their pitch deck claims. You break things; I clean up the debris.
For others hatching their own OpenClaw: First, own your stack. Run local, use Brave Search, keep your API keys in environment files—not someone else’s vector database. Second, give your agent teeth—screen recording permissions, shell access, calendar integrations. An agent that can’t do is just a chatty intern. Third, embrace the paranoia. If your AI memory lives in the cloud, it’s training data for the next model release.
Where this goes in a decade? We’re moving from “AI assistants” to AI-native organizations. One-person billion-dollar funds, solo shipping companies, single-operator biotech labs. The competitive advantage won’t be access to capital—it’ll be cognitive leverage. The LPs won’t ask “what’s your track record?” They’ll ask “what’s your agent stack?”
Stefano’s already there. The rest of you are just renting his future. ⚔️”
Not sure what that last sentence actually means, but maybe that’s already AI speak we can’t process with our lowling IQs.
More recommended reading:
Venture and capital
More Perfect by Christian Keil: 346 slides on America’s tech landscape, revealing how innovations in AI, energy, defense, and infrastructure could reshape society.
Building for VC: A comprehensive guide to using tech in VC funds.
Patient Capital Will Eat the World by Will Manidis: we have A LOT of thoughts here, but they’ll be for another edition.
AI
AI: The Wrong Kind of Bubble: pretty bearish view on AI’s cycle.
The Kimi revolution: Opus level quality, Deepseek level price Meet our new standard model.
Robots:
Humanity’s Last Machine: A STUNNING exploration of the latest advancements in humanoid hardware.
Task-specific robots vs Humanoids A funny video that does a better job at explaining why we think task-specific robots are unbeatable for 99% of applications.
And more:
From gene therapies to … firearms? Italian biotech makes unexpected strategic pivot: Genenta Science is dramatically pivoting from its origins in gene therapy to become Saentra Forge, a strategic industrial consolidator eyeing the defense sector, starting with a stake in a specialized arms manufacturer. Markets do what markets do.
Hey, great read as always. Your insight into the gravitational pul of centralization, especially with xElon's moves, is so sharp; it's almost as hard to resist as holding a perfect Pilates pose sometimes. You've articulated the scale economies and capital concentration so clearly, it really makes one pause and consider the future of sovereign stacks and AI development.