🛎️ Software 3.0 Is Coming

Good Morning, AI Enthusiasts!

Every spreadsheet in Big Tech somehow became an AI strategy. Another normal day in the machine economy.

LLM

Software 3.0 Is Coming

👀 What’s happening: Andrej Karpathy framed LLMs as a new kind of computer: Software 1.0 was hand-written code, Software 2.0 was learned weights, and Software 3.0 is programming through prompts, context, and agents. His clearest example was OpenClaw: instead of shipping a giant install script that tries to handle every machine, OpenClaw can give users a block of instructions to hand to an agent, which then reads the environment, debugs the setup, and completes the install intelligently.

🌍 How this hits reality: That sounds small until you realize what changed. In the old world, software had to encode every branch, platform edge case, and failure mode in advance. In the Software 3.0 world, the “program” can be a piece of text, the interpreter is the LLM, and the runtime is an agent with tools acting inside the user’s environment. OpenClaw is not just using AI inside software — it shows software itself becoming agent-native. The interface shifts from clicking buttons or running scripts to delegating intent and letting the agent operate.

🛎️ Key takeaway: OpenClaw is a preview of the post-app stack. If Software 1.0 made humans write instructions for machines, Software 3.0 lets humans write intent for agents. That turns products from fixed workflows into adaptive collaborators — and it means the next generation of software may be less about apps you operate and more about agents you trust to operate for you.

VIDEO

HappyHorse Broke His Leg

👀 What’s happening: Alibaba’s HappyHorse opened gray testing on April 27 after topping Seedance in Artificial Analysis’ blind video arena, and then reality walked in with a baseball bat. The model is usable, cheap, and technically decent. But after all that mystery, fake-site hype, and “Seedance killer” energy, the market reaction was basically: that’s it?

🌍 How this hits reality: The embarrassment is not that HappyHorse is broken. It is worse. It is average. It has 15 billion parameters, nearly three times Seedance, yet still trails on cinematic feel, prompt obedience, taste, and production confidence. Seedance changed workflows. HappyHorse changed the price sheet. Nobody serious switches for that alone.

🛎️ Key takeaway: HappyHorse is the classic benchmark peacock that is gorgeous on the leaderboard, ordinary in the cage. Alibaba gets a token-burning video model, not a category weapon.

RISING

Anthropic Hits OpenAI Territory

👀 What’s happening: Anthropic is reportedly weighing a $40 billion to $50 billion private round at an $850 billion to $900 billion valuation, with a board decision expected in May. That would more than double its February valuation of $380 billion and put it near — or above — OpenAI’s $852 billion post-money mark.

🌍 How this hits reality: The money is chasing one very clear signal: Claude is no longer just a ChatGPT alternative. TechCrunch says Anthropic’s annual revenue run rate has jumped from about $9 billion at the end of 2025 to more than $30 billion, with one source putting it closer to $40 billion. A large share is reportedly coming from Claude Code and Cowork, which means coding agents are now one of the fastest paths from model capability to real enterprise revenue.

🛎️ Key takeaway: The AI race is turning into a capital arms race between two near-trillion-dollar private companies. OpenAI owns consumer gravity; Anthropic is proving that developer and enterprise workflows can be just as valuable. If this round happens, Claude Code will stop looking like a product line and start looking like the wedge that repriced the whole company.

LAW

Legal AI Into the Law Firm

👀 What’s happening: Manifest OS raised a $60 million Series A at a $750 million valuation to build AI-native law firms under the Manifest Law brand, starting with business immigration. The company is not selling another copilot to lawyers. It wants to own the legal service layer itself: fixed-fee, outcome-based, AI-powered law firms built for customers who need results, not software.

🌍 How this hits reality: The target is the billable hour. Manifest combines its own AI platform, centralized back-office operations, and licensed lawyer review to automate routine legal workflows while keeping humans for judgment, compliance, and edge cases. With legal rates up 7.4% in 2025 and legal help still unaffordable for many businesses and consumers, the pitch is brutal: make the law firm cheaper by rebuilding it around AI from day one.

🛎️ Key takeaway: Harvey makes existing lawyers faster. Manifest asks a nastier question: what if the customer never needed to interface with the lawyer-shaped workflow at all? If this works, the future law firm is not a room full of billable hours — it is an AI operating system with lawyers attached where the law still demands them.

GOOGLE

Google Translate Just Turned 20

👀 What’s happening: Google Translate just turned 20, and Pichai framed it as a full AI timeline. It started with statistical machine translation in 2006, moved to neural translation in 2016, expanded with large models, and now Gemini is pushing it into real-time speech with tone, rhythm, and more natural pacing.

🌍 How this hits reality: The real moat is not beauty. Google Translate often feels average, even clumsy. But it is free, fast, everywhere, and good enough for most moments. Over 1 billion people use it monthly because nobody wants to compare models when standing in an airport, restaurant, classroom, or customer chat.

🛎️ Key takeaway: Google Translate can survive another 20 years for the same reason it survived the first 20. As long as Google keeps paying the bill, free plus instant will keep beating prettier AI translation products at global scale.

TOGETHER WITH MYCLAW

Run OpenClaw on MyClaw.ai

Skip Docker, VPS configs, and late-night debugging. With MyClaw.ai, you can launch your agent in minutes and keep it running 24/7 in a dedicated environment built for serious builders.

If you’re serious about OpenClaw, run it properly — with speed and security by default.

DAILY TL;DR

• Visa launched its Agentic Ready program in Asia Pacific with 50+ partners to prepare banks for AI agent-initiated payments.
• Samsung reported record Q1 results as AI infrastructure demand kept memory-chip prices and high-bandwidth memory sales hot.
• Microsoft said cloud and AI demand powered its latest quarter, with Intelligent Cloud revenue up 30%.
• Amazon reported stronger Q1 profit and sales, helped by cloud demand and continued AI-driven warehouse efficiency.
• Hyundai unveiled Pleos Connect, a next-generation infotainment system with an in-car AI agent called Gleo AI.
• OpenAI reached its 10-gigawatt U.S. AI compute capacity goal years ahead of its original 2029 target.
• Meta is looking to raise up to $25 billion in bonds as its AI infrastructure spending keeps surging.
• The White House opposed Anthropic’s plan to expand Mythos access, citing cyber-risk and compute-capacity concerns.
• NVIDIA launched Nemotron 3 Nano Omni, an open multimodal model for faster vision, audio, and document-aware AI agents.
• IBM and Dallara are using physics-based AI and quantum computing to cut vehicle aerodynamics simulation from hours to seconds.

READ MORE

Let the Future Come to Your Inbox

Stay ahead without drowning in information. We turn the most important signals across AI, tech, marketing, and future products into 5-minute reads you can actually finish.

• AI Secret uncovers what really matters in AI
• Bay Area Letters decodes tech and business shifts from Silicon Valley
• Robotics Herald tracks how robots move from labs into daily life
• Marketing Secret breaks down real growth and go-to-market playbooks
• The Hardwire explores hardware, consumer tech, and what’s coming next

TOGETHER WITH US

AI Secret Media Group is the world’s #1 AI & Tech Newsletter Group, reaching over 2 million leaders across the global innovation ecosystem, from OpenAI, Anthropic, Google, and Microsoft to top AI labs, VCs, and fast-growing startups.

We've helped promote over 500 Tech Brands. Will yours be the next?

Email our co-founder Mark directly at mark@aisecret.us if the button fails.