OpenClaw’s Dangerous Promise, Apple Teases “New” Innovations, Social Network for AI Agents
Primary Technology
00:00
Big tech earnings and investment trends
The hosts summarize Meta, Google, Walmart and others, highlighting capex, ad shifts, and AI spending.
Play episode from 21:50
Transcript
Transcript
Episode notes
Apple shatters revenue records, Tim Cook teases new innovations coming this year, Walmart hits $1T market cap, everyone’s still pouring money into AI, and OpenClaw’s “skills” have serious security concerns.
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Links from the show
- Mac Power Users - Relay
- Apple announces all-time record in revenue, iPhone sales – Six Colors
- While Everyone Else Tries to Replace the iPhone, Apple Just Had Its Best Quarter Ever
- New Mac configurator may point to separate CPU and GPU options - 9to5Mac
- Tim Cook hints at ‘never been seen’ innovations coming this year - 9to5Mac
- Meta (META) Q4 2025 earnings
- 185 Billion Reasons Google Isn’t Worried AI Will Kill Search
- Google's subscriptions rise in Q4 as YouTube pulls $60B in yearly revenue | TechCrunch
- It Took 64 Years to Build Walmart. It Took 3 Years to Turn It Into a $1 Trillion Tech Company
- Xcode moves into agentic coding with deeper OpenAI and Anthropic integrations | TechCrunch
- OpenClaw’s AI ‘skill’ extensions are a security nightmare | The Verge
- Humans are infiltrating the social network for AI bots | The Verge
- Anthropic's 'Dishonest' Ads Clearly Struck a Nerve With Sam Altman
- Expect more upsells and subscription bundles from Apple, Creator Studio was just the start - 9to5Mac
- Now anyone can tap Ring doorbells to search for lost dogs | The Verge
- AirTag 2 Has Wild Range! #tech #airtag - YouTube
- Google announces Pixel 10a with completely flat camera
- Alexa Plus is now available to everyone in the US | The Verge
- Apple Sports for iPhone updated with PGA, LPGA, and more - 9to5Mac
- The SpaceX-xAI Merger Isn't About Data Centers in Space. It's About Bailing Out Musk's Biggest Gamble
- Shortcuts Team Lead Hiring
- Gemini Mac App Tweet
- (00:00) - Intro
- (03:20) - Stephen Joins MPU
- (12:31) - Apple's Record Earnings
- (15:03) - New Mac Configurator
- (21:47) - Meta, Google, Walmart Earnings
- (35:36) - Xcode 26.3 Agents
- (37:02) - Sponsor: Quo
- (38:50) - Sponsor: Shopify
- (40:51) - OpenClaw
- (51:09) - Moltbook Social
- (52:26) - OpenAI vs Anthropic Ads
- (55:36) - Creator Studio Ads
- (01:01:42) - Ring Pet Finder
- (01:03:58) - Pixel 10a
- (01:04:18) - Alexa Plus is Out
- (01:05:19) - Golf in Apple Sports
- (01:07:30) - SpaceX X xAI
- (01:09:43) - Shortcuts Team Hiring
- (01:10:30) - Chrome Agent
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