Jordi Visser

Did you expect this?

None of the enterprises are going to use OpenClaw right now.

but every individual at home, regardless of their background in IT can do it.

So the entrepreneurial side is growing and that's what Ben Horowitz said.

When OpenClaw came out, the amount of people that came in, developers, to right now with ideas related to OpenClaw, because it spawns a new competitor right off the bat.

So I covered some of this in my webinar.

So for people that subscribe, they saw a lot of things.

But the main point that I was bringing out was that we're seeing multiple compression happen in the software side.

We've seen massive dispersion this year.

It's why my turbulence model started freaking out.

The turbulence model just said, whoa, we got a lot of names making 52-week lows.

We got a lot of names making 52-week highs.

And the correlation amongst all these things, which historically is fairly tight and was until recently, it's now shaking.

What I believe is happening, because it's not just software now, tenure rates are now below 4% as of this morning.

They're below the 200 week moving average for the first time since the rate hikes in 2022.

Credit is widening.

Whether people want to accept it or not, the regime has shifted.

In my opinion, that's what I covered in there.

And I think we're in a survive and thrive mode now.

I do think people forget that in 2020, 2022, 2023, 2025,