Agency > Intelligence, Claw Agent is just the transition and beginning

A post that Andrej Karpathy reposted from Garry Tan (YC CEO) in February 2025 went viral some time ago.

Elon Musk wasted no time and grabbed a sofa: This is Garry Tan’s original post: The picture is a Renaissance craftsman workshop scene.

Pay attention to these craftsmen: They are making physical objects with their hands - measuring, cutting, assembling.

The workbench is filled with tools and semi-finished products.

The wall shelves are filled with finished works and instruments.

Everyone is working with concentration, rather than sitting and meditating.

This is where value is created.

Therefore, it is the picture above that resonates with the three big guys.

I looked it up and analyzed what the text in the picture really meant.

The core idea of the text in this picture is very sharp: "Capital rewards agency far better than it rewards intelligence." Intelligence ==》: Understand the problem Analyze thoroughly Propose sophisticated theories Score high scores in exams Win debates in discussions Agency ==》: Turn ideas into products Turn theories into income Turn opportunities into results Take risks and push things to happen Make decisions and execute under uncertainty Implicit meaning: The market will not reward your intelligence If you pay, you will only pay for the actual value you create.

Initiative > Intelligence Recently, we have seen several major companies in Silicon Valley lay off tens of thousands of people to buy cards, including the recent explosion of lobster.

Both the model side and the AI product side are constantly improving the initiative of AI and exploring the possibility of various AI initiatives.

Even though lobster has very large security flaws, the subjective initiative characteristics based on the AI perspective it brings are indeed very attractive.

On the production side, computing power can be continuously eaten up like a black hole, allowing the Scaling Law narrative of large models to continue.

On the consumer side, more non-professional users can see for the first time that their own AI toys can work for you non-stop for hours.

Even though most of the current lobsters are crude and crude, hot spots are slowly cooling down.

But in the context of large models or AI products in 2026, Agency’s capabilities seem to be becoming more and more important.

The form of Claw Agent is just a transition and a beginning.

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