Résumé IA
Nvidia prévoit de générer plus de 1 000 milliards de dollars de ventes via ses puces IA phares d'ici fin 2027, et a lancé NemoClaw, une stack open source ajoutant des contrôles de confidentialité et sécurité à OpenClaw. OpenAI annonce que Codex dépasse 2 millions d'utilisateurs actifs hebdomadaires et que l'usage de son API a augmenté de 20 % depuis la sortie de GPT-5.4, tandis que Manus (récemment acquis par Meta) a lancé une application desktop concurrente mais avec des résultats décevants lors des tests. La fenêtre de contexte d'un million de tokens de Claude est désormais disponible en général.
Impact France/UELe lancement de NemoClaw avec contrôles de confidentialité et sécurité pourrait faciliter l'adoption des outils Nvidia dans les entreprises européennes soumises au RGPD.
I’ll be trying new formats and content in the newsletter from now on. I’d love your feedback on what you like, what you want more of, etc. AI news is overwhelming and since we started this (pre-ChatGPT) there were no other AI news publications - now we’re inundated. So I’m going to just include what I actually paid attention to and adding more of my own thoughts. I’ll be doing more testing with tools so you’ll know what’s actually good and worth using, plus cookbooks/guides on how to become more of a builder. People in the developer/tech community are openly talking about leaving social events early to get back to their AI agents, skipping drinks to stay sharp, lying awake thinking about what they can run before they fall asleep, and constantly spinning up new projects and ideas. There’s a shared, unspoken anxiety driven by the relentless pace of AI progress, where every week makes last month’s workflow feel obsolete, and the window to be “first” at anything feels like it’s shrinking by the day. It’s absurd. I don’t want my emails to add to this. I want to spark ideas. A new tool you can use, a workflow you can copy and generally interesting posts from others. We felt this when we reduced sending 5 emails a week to 2. But often we get carried away adding too many things here that just don’t matter. We’ll be more conscious of that. Subscribe now Here’s an alternative version of today’s post - at the bottom of it you can vote on which you preferred. I’d really appreciate it!! Headlines Codex now has 2M+ weekly active users, and OpenAI API use is 20% up since GPT-5.4 was released. Fidji Simo revealed this in her post about launching OpenAI’s deployment arm for enterprises . I’ve been using Codex here and there - mostly testing. It’s a better user experience than all others at the moment, and if you use ChatGPT, Codex shouldn’t feel scary to use. Subagents are also now live in both the Codex app and the CLI Manus (recently acquired by Meta) launched a desktop app, My Computer , to compete with Codex/Claude Code/OpenClaw etc. It was very fast (using the 1.6 lite model) but didn’t actually get the task right in my testing. I asked ChatGPT, Codex, and Claude Cowork the same thing; for all of these companies, fill in the PDF with their information, download the files. ChatGPT gave me a link to download the files, Codex did it and saved the files to my computer, as did Claude Cowork. Cowork was slowest. Manus was fastest but didn’t fill in the PDF correctly. Jensen Huang says Nvidia expects to generate $1T+ in sales from its flagship AI chips through the end of 2027, after previously forecasting $500B by 2026’s end. They also released NemoClaw , an open source stack that adds privacy and security controls to OpenClaw. [ repo ] Claude’s 1M context window is now generally available . I’ll hold off on my take until further testing - a few folks taking either side of its good/bad. The best sellers aren’t the ones with the most sophisticated tech stack. They’re the ones who spend the most time selling. Reevo is the AI-native revenue intelligence system and CRM that every team deserves. One Platform. From prospect to close in a single tab. Go Stackless. Reevo.ai * My feed Vibe coding, the term, is being phased out by ‘Agentic Engineering’ and Simon Willison created a guide on ‘ what agentic engineering is ’ - It’s still engineer-focused, should do one for less-technical folks? Travis Kalanick of Uber fame is back with a bang . He introduced ( in a very long post ) his new company, Atoms (which is actually 8 years old). It focuses on “digitizing the physical world” through robotics, sensors, automation, and physical AI. He went on TBPN for an interview One of my favourite individuals and LPs, Om Malik, wrote a great piece “ The Return of Travis Kalanick: Fact & Fluff! ” because let’s be honest, who gets what he’s doing from ‘digitising the physical world’ tagline?! He also wrote a great piece on the OpenClaw craze, too. Touching on the socio-cultural importance of the Claw movement: Lobster Boil Productive individuals don’t make productive firms Vibecoding is my passion by Ryan Hoover. He says how vibecoding is becoming a form of self-expression rather than just a means to an end (which I agree with). It’s a form of entertainment that (should be) enjoyable to take part it. We’re all software painters now. Whats defensible in Ryan’s view? Social graphs, distribution, licensing, data, and hardware. Most AI tools do one thing. Viktor does your job. Not one part of it. The boring parts, the repetitive parts, the “I’ll get to it later” parts. Finance, ops, marketing, engineering. It lives in Slack, connects to 3,000+ tools, and delivers real work. Try Viktor free . * Tools Facing the 2027 Opsgenie sunset? Join incident.io on 3/17 for dev-led migration hacks & scalable workflows that go beyond paging. Register for free .* If you wanted to have your own personal agent like OpenClaw but you’ve tried, or its too tricky - whatever