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Deep Dive: A Primer On The Agentic AI Economy

chamath.substack.com · saved by 1 readers

AI now generates 75% of Google’s new code. Daily Claude Code commits on GitHub surpassed 134,000 in early 2026. What makes this structural rather than a passing phase? These are the...

On a Friday evening in November 2025, Peter Steinberger built the first version of OpenClaw. The prototype only took about an hour, yet within weeks, OpenClaw surpassed 145,000 GitHub stars, making it the fastest-growing open-source software project in GitHub history. The platform was largely built by AI agents, and it marked a shift from chatbots to autonomous, task-oriented AI. And this shift is accelerating. AI now generates 75% of Google’s new code and up to 30% of Microsoft’s new code. Daily Claude Code commits on GitHub surpassed 134,000 in early 2026, up from near zero at its March…