tech

Jon Keegan3/24/26

Anthropic’s Claude can now control your computer through prompts from your phone

Anthropic has added a new feature to let Claude control your computer and accept prompts from your phone — and investors think this is extremely bad news for traditional software companies.

The ability to remotely control your AI agent (which has full access to your computer) is one of the key features of OpenClaw (aka MoltBot) that AI enthusiasts are currently obsessing over.

Anthropic’s Claude Code is already a huge hit with enterprise customers and software developers, and adding these remote agent features will be pretty significant.

Software stocks are tanking on the news, as the prospect of millions of people employing powerful agents to run 24/7 on their computers from their phones may very well mean fewer humans will pay to use those software products. Mainstays like Adobe, Atlassian, Hubspot, Figma, and Microsoft were all down significantly in early trading, with the iShares Expanded Tech Software ETF currently down nearly 4%, significantly worse than the wider market, and the S&P 500 Index off only 0.4%.

That puts IGV’s return relative to the S&P 500 over the last week back into negative territory — a reversal from earlier in March, when software had actually proved to be something of a safe haven during the volatility of the US-Iran war. This morning, at least, it seems to be back to being a punching bag.

Anthropic says Claude can now use your computer to finish tasks for you in AI agent push

Anthropic says Claude can now use your computer to finish tasks for you in AI agent push

Anthropic’s Claude Code is already a huge hit with enterprise customers and software developers, and adding these remote agent features will be pretty significant.

Software stocks are tanking on the news, as the prospect of millions of people employing powerful agents to run 24/7 on their computers from their phones may very well mean fewer humans will pay to use those software products. Mainstays like Adobe, Atlassian, Hubspot, Figma, and Microsoft were all down significantly in early trading, with the iShares Expanded Tech Software ETF currently down nearly 4%, significantly worse than the wider market, and the S&P 500 Index off only 0.4%.

That puts IGV’s return relative to the S&P 500 over the last week back into negative territory — a reversal from earlier in March, when software had actually proved to be something of a safe haven during the volatility of the US-Iran war. This morning, at least, it seems to be back to being a punching bag.

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Microsoft loses exclusive access to OpenAI’s models and tools while ending revenue-sharing deal with ChatGPT maker

Microsoft shares dropped as it announced a revised agreement with OpenAI.

The amended agreement ends revenue-sharing payments from Microsoft to OpenAI, and also ends Microsoft’s exclusive access to OpenAI’s intellectual property (i.e. models and products).

OpenAI’s revenue sharing with Microsoft will end in 2030, is subject to a total cap, and is no longer dependent on its achieving artificial general intelligence.

Amazon, a likely beneficiary of this lack of exclusivity, initially popped on the news but erased those gains.

This is a developing story.

The next phase of the Microsoft-OpenAI partnership - The Official Microsoft Blog

The next phase of the Microsoft-OpenAI partnership - The Official Microsoft Blog

tech

China just blew up one of Meta’s key AI bets

China has ordered Meta to unwind its $2 billion acquisition of Manus, a Chinese startup (since relocated to Singapore) that makes AI agents and was central to Meta’s push to turn its massive AI investments into a real business. The move is part of the Chinese government’s effort to stop US firms from gaining access to Chinese talent and intellectual property, as Washington continues to restrict sales of advanced AI chips to Chinese companies.

Unlike its tech peers, which can sell AI through cloud services, Meta mainly uses AI to improve its existing ad business rather than as a stand-alone revenue driver. The decision strips away one of Meta’s clearest paths to monetizing AI — leaving it spending like a hyperscaler, without a hyperscaler business model.

China blocks Meta's $2 billion acquisition of AI startup Manus

China blocks Meta's $2 billion acquisition of AI startup Manus

Unlike its tech peers, which can sell AI through cloud services, Meta mainly uses AI to improve its existing ad business rather than as a stand-alone revenue driver. The decision strips away one of Meta’s clearest paths to monetizing AI — leaving it spending like a hyperscaler, without a hyperscaler business model.

tech

Jon Keegan4/24/26

DeepSeek releases new V4 series models highlighting efficiency and long context

Chinese AI lab DeepSeek has released a major new version of its eponymous open-source AI models that are nipping at the heels of leading frontier models in some areas.

The most significant DeepSeek-V4 Pro and DeepSeek-V4 Flash both have a 1 million-token context — the amount of information the model can actively work with in a single session — which is a crucial feature for complex, long-running coding tasks.

DeepSeek rebuilt how the models process information under the hood, making them substantially more efficient — and that efficiency is what makes the large context window actually usable.

Also, the new models’ coding skills have closed the gap with the major frontier models from Anthropic, OpenAI, and Google.

The authors of the model acknowledge some of V4’s shortcomings, such as its lower scores on reasoning benchmarks, saying that V4 “trails state-of-the-art frontier models by approximately 3 to 6 months.”

As open-weight models, V4 can be run on any user’s own hardware, making the V4 models among the top-performing open-source models out there. V4’s large context and token efficiency are especially significant among open-source models.

But like with earlier DeepSeek models, don’t ask it about Tiananmen Square.

DeepSeek Unveils Flagship AI Model a Year After Breakthrough

DeepSeek Unveils Flagship AI Model a Year After Breakthrough

DeepSeek rebuilt how the models process information under the hood, making them substantially more efficient — and that efficiency is what makes the large context window actually usable.

Also, the new models’ coding skills have closed the gap with the major frontier models from Anthropic, OpenAI, and Google.

The authors of the model acknowledge some of V4’s shortcomings, such as its lower scores on reasoning benchmarks, saying that V4 “trails state-of-the-art frontier models by approximately 3 to 6 months.”

As open-weight models, V4 can be run on any user’s own hardware, making the V4 models among the top-performing open-source models out there. V4’s large context and token efficiency are especially significant among open-source models.

But like with earlier DeepSeek models, don’t ask it about Tiananmen Square.

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