OpenClaw’s popularity signaled real willingness to pay, but the explosion of generated code only matters when apps stay deployed and used.
The blog frames software in three layers: deployment, generated code, and third-party capabilities. They predict strongest growth in Layer 1 and Layer 3 “picks and shovels,” plus integration/governance glue.
still don't get what ppl are using it for.
The people who own hardware?
no doubt, thats a clear winner all the way. Also the likes of OpenAI, Anthropic .. but then it seems even those helping agents deploy will be a huge