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Welcome to the Sentient AI newsletter!
After a month or two of calm, it's been an absolutely monstrous week in AI.
While we try to avoid publishing industry news (which you can get from a million sources), the last 10 days have been too big to ignore.
So for today's issue, we'll do our best to get you caught up.
Let's dive in.
#1 - Clawdbot / Moltbot Took the Industry by Storm
Not to be confused with Claude, Clawdbot is an agentic AI you can install on your operating system while giving it full access to your files, apps, and Internet browser.*
*Because the name was too similar to Claude, Anthropic sent a Cease and Desist, resulting in the dev changing the name to Moltbot instead of Clawdbot. Just wanted to clear up any confusion.
As soon as it came out, X lit on fire, with people rushing out to buy Mac Minis so they could let the AI run 24/7 in the background.
On the positive side, this was yet another preview of what appears to be the future of automated agents.
But because nobody's figured out a legitimate use case for having an AI that runs 24/7, the hype quickly devolved to sarcastic posts about Clawdbot destroying their business or losing a ton of money as part of an automated trading strategy (LOL).
On top of that, Clawdbot was exposed for having massive security flaws, with a white hat hacker tricking thousands of developers into exposing sensitive security files on their machines.
Luckily, he was one of the good guys and quickly made his discovery known to the public. But the ease with which he did it shows just how dangerous it can be to give unproven software access to your entire computer.
With that said, Clawdbot/Moltbot is a GitHub software and can only be installed via the Command Line Interface.
So if you're not a developer/programmer, and you don't understand how to patch the security vulnerabilities, odds are you should sit this one out.
As we reported on in a recent issue, this move - along with the company's plans to launch a physical device in 2026 - is critical to OpenAI's financial success.
On the one hand, as any millennial or Gen X knows, introducing ads into a previously ad-free ecosystem is guaranteed to generate pushback and negative press.
But as we also know, if the app is sticky enough, people will eventually cave in and tolerate the ads. Meaning, as long as the insertion of ads doesn't kill the user experience, odds are they're here to stay.
Unfortunately, this wasn't the only negative press OpenAI generated this week.
"Reports show "OpenAI is exploring ways to take a percentage when users discover or create valuable products with help from ChatGPT. Think apps, tools, or even scientific discoveries that later make money. The idea is that if ChatGPT played a meaningful role, OpenAI could claim part of the upside. For now, details are still unclear, including how they would track contribution or enforce it."
From my perspective, even proposing such an idea shows financial desperation.
In addition, even if they moved forward with this type of thing in their Terms and Conditions, it would just push corporations and entrepreneurs into using Gemini and Claude (at even faster rates than they already are).
With that said, details are murky, and it's possible the proposal never comes to fruition.
Third, a company called Harmonic Security published a report showing "ChatGPT accounted for the vast majority of enterprise data vulnerabilities among AI apps in 2025."
The research, which analyzed more than 22 million prompts across more than 650 AI apps, showed ChatGPT was responsible for more than 71% of data exposures (despite only accounting for 43.9% of the prompts).
While this might not seem relevant to you as a casual user, headlines like this destroy trust at the Enterprise level, making it even harder for OpenAI to claw back market share from category-leader Anthropic.
#3 - CEO of Microsoft Says the AI Boom Could Fail
If you're in the AI space, odds are you see an excessive amount of hype, glazing, and "AI is going to take over the world" content.
Outside the space, however, the general public is pushing back against AI in a massive way.
Not only are they not willing to pay for it, many of them refuse to even use it (with an increasing number voicing their hatred for anyone else who uses it).
This is a trend I personally find fascinating.
Mainly because the AI space is heavily driven by debt and leverage.
For companies like OpenAI or xAI to succeed, they need to generate dramatically more revenue than they currently are without increasing their expenses.
*This image was generated with Grok. As of this writing, OpenAI has not released any product shots.
*For context, there isn't a single American AI company that operates a profit. Instead, OpenAI, xAI, and Anthropic all operate at a major loss (with Google able to offset the expense given they generate profit from other sources).
But if the masses reject AI, and Chinese/open-source models make it possible to get the same quality of responses for free/pennies on the dollar, the financial forecasts these AI companies are built on will crumble.
If that were to happen, the resulting financial implosion could cause a recession and potentially even a depression.
#4 - 56% of CEOs Report Seeing Zero Benefit from AI
This one is pretty self-explanatory, so I'll let you read the article if you want to go deeper.
But in line with the point above, investors are becoming nervous whether they'll make any money back from all this investment into AI infrastructure.
For better or worse, report after report shows the majority of companies do not see a positive ROI on their investments in AI.
Which, similar to the general public rejecting it, could result in corporations rejecting artificial intelligence at the Enterprise level.*
*Thereby resulting in American AI companies generating less revenue, which increases the odds of the financial collapse discussed above.
#5 - AI Adoption Amongst Employees is Reaching a Plateau
12% of U.S. workers are classified as “daily AI users,” consistently leveraging AI to improve productivity, efficiency, and quality.
26% of U.S. workers are classified as “frequent AI users,” applying AI to corporate workflows multiple times throughout the workweek.
49% of U.S. workers report “never using AI.” The most significant reason for non-use is a perceived lack of utility.
While nearly 48% of companies have adopted AI, more than 21% of U.S. workers report being unaware of their company’s AI adoption, suggesting there’s limited upskilling paired with lackluster leadership.
Translation: Apparently, it's not just CEOs who aren't big fans of AI.
Instead, only 38% of employees use AI on a frequent basis, while half don't use it at all.
One interesting stat, however, is that remote workers have adopted AI at dramatically higher rates relative to non-remote workers.
Another is that the higher you go up the corporate ladder, the higher AI usage/adoption rates are.
#6 - NVIDIA Releases the Best Ever Voice Bot
On a more positive note, NVIDIA released an open-source voice bot that is by far the most realistic-sounding AI on the market.
Unlike previous voice bots, which can take a couple hundred milliseconds before they're able to respond, NVIDIA's replies almost instantly.
Even better, the conversation flows naturally.
This has been one of my biggest beefs around using voice inside the ChatGPT or Grok app, and should speed up some of the real-world use cases around voice-powered AIs.
#7 - Claude Launches Native App Integration
In what is arguably the one and only area where Anthropic has lagged OpenAI, Claude users can now set up native app integrations.
But as I've discussed in previous issues, native app integrations are core to the process of automating work from inside the chat interface.
#8 - McKinsey Shows Employers Are Eager to Hire People Fluent in AI
To contrast with the AI job loss narrative, research from McKinsey shows:
"Demand for AI fluency, the ability to use, manage, and work alongside AI tools, has grown nearly sevenfold in just two years, faster than any other skill category."
If you're deep in the space, this should not come as a surprise.
While many companies struggle to integrate AI into their operations, the majority understand artificial intelligence is the future (whether that future happens now, next year, or in the 2030s).
And because of that, becoming an AI-powered employee - regardless of your industry - is one of the most critical steps you can take to enhance your job security.
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In conclusion, the last ten days have been the most exciting we've seen in months.
In fact, in the time I stepped away from this to eat lunch, I already saw another insane announcement that I don't have time to include in today's issue.
As always, it's an exciting time to be alive!
Catch you next time, Chris Laub Head of Product, Sentient AI
