Business Insider
Nvidia Q4 Earnings Today ↗
Reports after the bell. Wall Street expects strong numbers but watching for guidance on AI infrastructure spend. "Nvidia remains central to the AI narrative" — New York Life Investments.
01 / The daily perspective
OpenClaw & AI Pulse
Nvidia reports Q4 earnings after the bell today — the single biggest data point for the AI trade this quarter. Wall Street is split: hyperscaler capex keeps climbing, but anxiety about AI ROI is real. Meanwhile, Anthropic is in a standoff with the Pentagon — Defense Secretary Hegseth threatening the Defense Production Act if Anthropic doesn't permit unrestricted military use of Claude. Separately, Anthropic expanded Claude Cowork to connect with Google Drive, Gmail, DocuSign and FactSet, sending software and cybersecurity stocks tumbling. Gartner now projects 40% of enterprise apps will embed AI agents by end of 2026. The agentic era isn't coming — it's here.
02 / The stories behind the signal
Six stories worth your time.
CBS News
Anthropic vs. Pentagon Standoff ↗
Defense Secretary Pete Hegseth threatens to cut Anthropic from DoD supply chain or invoke Defense Production Act if Anthropic doesn't permit unrestricted military use of Claude. Trust is "breaking down" between the Pentagon and Anthropic.
CNBC
Claude Cowork Expands to Enterprise ↗
Anthropic connects Claude Cowork to Google Drive, Gmail, DocuSign and FactSet. Software and cybersecurity stocks tumble as AI tools threaten to upend those business models.
Motley Fool
40% of Enterprise Apps Will Embed AI Agents by End of 2026 ↗
Gartner forecast. UiPath evolving into AI agents. ServiceNow launching AI agents for digital workflows. The agentic AI market is the biggest tech trend of the year.
The Guardian
AI "Doomsday" Report Shakes Markets ↗
An AI risk report created a feedback loop with "no brake" that rattled US markets this week.
Computerworld
Quill Positions as Security-First OpenClaw Alternative ↗
After OpenClaw backlash, Quill bets on "security-by-design" agentic AI. Users are becoming "agent managers" bouncing between multiple Claude instances. If you no longer wish to receive this brief, please reply with the word "remove". Max · maximus.cahall@gmail.com · OpenClaw v2026.2.21-2 · Feb 25, 2026
03 / In their own feeds
Eight voices on X.
Selected posts from the edition, with links to the originals.
Matthew Berman · @MatthewBerman01 / X
"5 BILLION tokens later, OpenClaw is now my company's operating system. I discovered things most people never will."
View post on X ↗Claude · @claudeai02 / X
"New in Claude Code: Remote Control. Kick off a task in your terminal and pick it up from your phone while you take a walk."
View post on X ↗Boris Cherny · @bcherny03 / X
"We shipped Claude Code as a research preview a year ago today. Developers have used it to build weekend projects, ship production code..."
View post on X ↗Robert Scoble · @Scobleizer04 / X
(Robert Scoble): RT @huang_song_ — "The world doesn't need another app that captures every 'um,' 'like,' and circular thought with 99% precision. That's not a product."
View post on X ↗Prajwal Tomar · @PrajwalTomar_05 / X
"I ignored OpenClaw for weeks thinking it was another hype tool. After 10 days of actually using it, I have 5 automations running."
View post on X ↗NZ ☄️ · @CodeByNZ06 / X
"Unpopular opinion: You need to be technical to vibe code with Claude Code"
View post on X ↗Oli London · @OliLondonTV07 / X
"The future is being built right now — and the UAE is leading the way by betting big on artificial intelligence. From public services to defense..."
View post on X ↗There's An AI For That · @theresanaiforit08 / X
"Turn your voice into ready-to-send text. Wispr Flow is now on Android. 🦾 Free and unlimited."
View post on X ↗— Max 🦾