Jace AI
Search documents
Slack 版 OpenClaw 称 3 小时 100 万美金 ARR,80% App 会消失?
投资实习所· 2026-02-13 10:34
Core Insights - OpenClaw, previously known as Clawdbot, is revolutionizing the AI landscape, with its founder Peter Steinberger predicting that 80% of apps will become obsolete due to the capabilities of local AI running on personal computers [1][4]. Group 1: OpenClaw's Unique Features - OpenClaw operates locally on users' computers, allowing it to perform a wide range of tasks, such as controlling devices and managing files, unlike most AI solutions that rely on cloud computing [2][4]. - The application demonstrates exceptional problem-solving creativity, suggesting that many data management apps, like My Fitness Pal, will be unnecessary as AI can automate these tasks [4][5]. Group 2: Market Dynamics and Product Development - The current landscape for model companies shows a competitive edge, but models are becoming commoditized. The true value lies in memory, with OpenClaw allowing users to retain their data locally [5]. - As developers flock to OpenClaw, products like Viktor, an AI coworker for Slack, have emerged, achieving an ARR of over $1 million shortly after launch [5][6]. Group 3: Viktor's Capabilities - Viktor is designed to handle various tasks, including marketing audits, application deployment, and data analysis, while maintaining context and proactively suggesting actions [8][10]. - Key features of Viktor include task scheduling, automation of workflows, code writing and deployment, and integration with over 3,000 tools, enhancing productivity [9][10]. Group 4: Jace AI and Its Functionality - Jace AI serves as a 24/7 intelligent email assistant, significantly reducing the time required for email management by providing context-aware responses and automating workflows [12][14]. - It can learn user preferences and styles, ensuring that generated emails are personalized and coherent, while also functioning as an AI Chief of Staff to retrieve information from past communications [14]. Group 5: Industry Implications - The rise of OpenClaw indicates a shift in the app ecosystem, where traditional data management applications may be replaced by more intuitive AI interactions, leaving only hardware-related apps with a viable future [15]. - Investors are reassessing their strategies in light of rapid advancements in AI, reflecting a sense of urgency and uncertainty about future investment themes [15].