Core Insights - OpenClaw has launched a secure hosted platform for Clawdbot, an open-source AI assistant, addressing security concerns raised by researchers regarding misconfigured self-hosted deployments [1][3]. Group 1: Product Overview - Clawdbot, previously known as Moltbot, is an open-source personal AI assistant that integrates with messaging platforms like WhatsApp, Telegram, and Slack, performing tasks such as email management and calendar scheduling [2]. - The Clawdbot GitHub project has experienced rapid growth, but this has led to challenges in security and configuration [2]. Group 2: Security Concerns - Security firms have reported numerous exposed Clawdbot instances lacking proper authentication, leading to vulnerabilities such as prompt injection attacks that can forward private emails to unauthorized addresses [3]. - The primary issue is not the software itself but rather the configuration, as self-hosting requires users to correctly set up authentication, network isolation, API key management, and regular security updates [4]. Group 3: Solution Offered by OpenClaw - OpenClawd.ai provides a fully managed hosting environment for Clawdbot, ensuring security at the infrastructure level, allowing users to focus on utilizing the assistant rather than managing system administration [6]. - Users can deploy a secured Clawdbot instance through a streamlined process that includes default authentication, automatic updates, encrypted storage, and network isolation [7]. Group 4: Additional Features - The platform supports full integration with Clawdbot for WhatsApp and all community-built skills, while the open-source project remains available for those who prefer self-hosting [8].

Financial Data and Key Metrics Changes - In Q3 2025, revenues increased by 92% to $252.4 million from $131.6 million in Q3 2024, driven by an 88% increase in Bitcoin's average price [18][19] - The company reported a net income of $123.1 million, or $0.27 per diluted share, compared to a net loss of $124.8 million, or $0.42 per diluted share, in the same quarter last year [19] - Bitcoin holdings expanded by over 98%, growing from approximately 27,000 to nearly 53,000 Bitcoin [17] - The energized hash rate increased by 64%, from 36.9 to 60.4 exahash per second [17] Business Line Data and Key Metrics Changes - The company mined 2,144 Bitcoin and purchased an additional 2,257 Bitcoin during the quarter [18] - The purchased energy cost to Bitcoin for the quarter was $39,235, with a 15% year-over-year improvement in daily cost per petahash [19][20] - The company aims to optimize for the lowest cost per token in AI inference, similar to its strategy in Bitcoin mining [9][10] Market Data and Key Metrics Changes - Global hash rate grew by roughly 20%, with both hash rate and network difficulty hitting new all-time highs [17] - Bitcoin's price remained relatively stable, trading between $104,000 and $124,000, closing the quarter with a modest $7,000 gain [17] Company Strategy and Development Direction - The company is evolving from a Bitcoin miner into a vertically integrated digital infrastructure company, focusing on energy as a key resource for both Bitcoin mining and AI [4][9] - The strategy includes the acquisition of Exxion to expand capabilities in enterprise-grade, AI-optimized private cloud and HPC infrastructure [10][11] - A partnership with MPLX aims to develop integrated power generation facilities and data center campuses in West Texas, with an initial capacity of 400 megawatts [11][12] Management's Comments on Operating Environment and Future Outlook - Management views the current period of Bitcoin price consolidation as healthy, with institutional inflows into ETFs balanced by long-term holder liquidation [14] - The company believes that energy, not compute, will become the primary constraint on AI growth, positioning itself to capitalize on this trend [6][12] - The long-term vision includes integrating Bitcoin and AI into a single platform to maximize the value of energy [9][10] Other Important Information - The company ended the quarter with 52,850 Bitcoin, having mined over 2,100 BTC during Q3 [13] - The company issued $1.025 billion of zero-coupon convertible notes due 2032, enhancing balance sheet flexibility [22] - The company aims to derive 50% of revenue from international operations by 2028 [13] Q&A Session Summary Question: How does the current strategy differ from previous approaches? - The company emphasizes access to low-cost, reliable energy and the flexibility to blend AI inference with Bitcoin mining, providing a broader operational canvas [25][26] Question: What is the significance of the Exxion acquisition? - Exxion operates data centers for EDF and provides expertise in secure data management, which will enhance the company's capabilities in private cloud solutions [40][41] Question: What are the expected milestones for the company's strategy? - Key milestones include partnerships with large energy companies and increased customer usage of inference AI, with a focus on profit per megawatt hour as a key performance indicator [60][61]