Shadow Engineering
The biggest GPU company on the planet just built an enterprise wrapper around a free open-source tool because their customers are already using it — and IT can’t stop them. At GTC this week, NVIDIA announced NemoClaw — a software stack that deploys secure AI agents on OpenClaw with a single command. Enterprise guardrails, audit trails, sandboxed execution. It’s a good product, and it’s a confession. I talk to organisations every day that are trying to build enterprise agents. To be clear: the first wave of enterprise AI worked. Chatbots, RAG pipelines, hybrid search — organisations have genuinely nailed that stuff, and it’s delivering real value. But agentic is a different problem entirely. Outside of coding — which works, and works well — most organisations are struggling to build agents that actually do things autonomously on behalf of users in a way that changes how the business operates. The demos are fine. The production value is… not. OpenAI just declared a “code red” and pivoted its entire company toward coding and enterprise because that’s the one agentic use case that’s actually delivering. That should tell you something about where we are. ...