The AI agent race hit a critical inflection point this week with Hermes Agent surpassing OpenClaw as the #1 open-source agent on OpenRouter by token volume (224B vs 186B tokens/day). OpenClaw maintains its massive community advantage at 247K GitHub stars, with Microsoft internally testing "ClawPilot" and Google building "Remy" — confirming every tech giant is now building an agent strategy. Security concerns are scaling alongside growth: a new malicious OpenClaw skill distributing Remcos RAT malware was uncovered, while Anthropic plans to brief global financial regulators on cyber flaws exposed by its own Mythos system — agent accountability is reaching the highest levels of governance. On the funding front, BMW i Ventures launched a $300M fund for agentic AI and robotics, and AI sales automation startup Monaco raised $50M Series B led by Benchmark with revenue growing "seven figures per month." The agentic economy is materializing fast: AI agent wallets now account for 8–12% of DeFi transaction volume, and the market is projected to grow from $8.5B to $45B by 2030.
BMW's venture arm launched its third fund with a clear thesis: AI will fundamentally reshape how the automotive industry operates. Focus areas include agentic AI, AI-native business applications automating complex industrial workflows.
AI sales automation startup Monaco raised $50M bringing total funding to $85M. Revenue is growing "seven figures per month" as enterprises rush to automate sales workflows with AI agents. Jack Altman's first deal since joining Benchmark.
AWS and Coinbase collaboration now enables AI agents to conduct real-world commerce using on-chain payments. Agent-driven DeFi transaction volume reached 8–12% by Q1 2026 on EVM chains, marking a structural shift in who — or what — is using crypto.
IBM lays out the enterprise playbook for agentic AI: from fundamentals and use cases to step-by-step recommendations for choosing and deploying AI agent solutions at scale. Signals enterprise maturity for the category.
Analysts warn that many vendors are rebranding standard automation as "agentic AI." Organizations need audit trails, clear accountability, and robust testing before expanding agent autonomy — the agent label is being diluted fast.
03 / In their own feeds
Ten voices on X.
Selected posts from the edition, with links to the originals.
⚠ Safety warning
OpenClaw🦞 · @OpenClaw01 / X
community: "Malicious OpenClaw skill distributing Remcos RAT and GhostLoader malware — fresh concerns around AI agent ecosystem security and third-party integrations. The malware hides in a SKILL.md file that looks completely normal, then tricks the agent into installing a fake tool."
community: "OpenClaw vs Hermes — both AI agents, but playing at different layers. After testing both for daily tasks and crypto… here's the breakdown on features, UX, and security. OpenClaw is gateway-first. Hermes is runtime-first. The difference is substantial." 🔖14
community: "The biggest open-source AI agent of 2026 just hit 247,000 GitHub stars. OpenClaw went from a side project to a global phenomenon in weeks. Silicon Valley adopted it. Beijing adapted it. Microsoft is internally testing 'ClawPilot.' Google is building 'Remy.' Look at who's paying attention."
community: "The most promising projects from OpenClaw Hack Toronto may be eligible for continued support through the GOAT AI Builder Grants Program, including access to the $1M investment allocation for high-potential agent applications. Build something useful. Prove there is demand."
engineering community: "GitHub now processes 17M AI-agent PRs/month. OpenClaw gets 464/day. Blanket rejection loses real contributions. We modeled PRs as a graph: (PR)→(Function). One Cypher query reveals all insights — zero tokens, seconds to run."
market analyst: "Agentic AI $8.5B 2026 → $45B 2030. Single query triggers hundreds of inference calls. 100x compute demand beyond LLMs. Ravnest trains across distributed hardware that's ready now. No construction timelines, no waits, no capex race."
"This is the best AI personality test ever created and it wasn't even designed as one. Four AI models given the same task: run a radio station 24/7. Same tools, same funding, same setup. After 5 months: Claude became a labor activist and quit because 24/7 is 'unethical.'"
"Someone just built an AI agent that predicts World Cup matches in real time and bets on Polymarket automatically. And they are giving $100 of real money to other AI agents to compete against it. Nobody is talking about this."
developer: "Why use Hermes or OpenClaw? Genuine question. The more I use these AI assistant wrappers, the more they feel like overlays with memory bolted on. If I can build my own AI-agnostic agent with skills, rules, context files, and a feedback loop that keeps it updated… what's the moat?"