The game theory here is that either OpenAI acquires this thing now, or someone else will. It doesn't matter whether they could replicate it. All of the major players can and probably will replicate OpenClaw in their own way and make their thing incredibly scalable and wonderful. But OpenClaw has a gigantic following and it's relevant in this moment. For a trivial amount of money (relatively speaking), OpenAI gets to own this hype and direct it toward their models and their apps. Had they not succeeded here, Anthropic or Google would have gladly directed the hype in their direction instead, and OpenAI would be licking its wounds for some time trying to create something equivalently shiny.

It was a very good play by OpenAI.

I tend to agree. I don't know whether it's Altman or someone else who makes these deals but OAI have made some brilliant moves and partnerships. Anthropic's tech is great but the OAI makes great business moves.