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consumer-ai
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My Adventures Setting Up an OpenClaw Agent
Sam Altman, Jensen Huang, and Andrej Karpathy called OpenClaw the most important software ever shipped; three months later an NY Mag columnist burned $8 of $30 in API credits during setup, found no sticky use case across six workflows, and uninstalled — while Claude Cowork connected to Drive, analyzed a bank statement stack, and shipped a school-deadline widget in the same session. What the comparison isolates isn't model capability; it's embedded versus standalone. Consumer agents that require their own surface are acqui-hire candidates; the ones that win will be ambient features inside apps people already open, which is exactly what Anthropic restricting OpenClaw access and Altman hiring its founder both signal.
Meta's $1,000 Bull Case: How Muse AI Changes The Valuation Game | IBD
Walmsley calls Muse an offensive bet and orders the money: subscriptions, then business agents in WhatsApp and Messenger ads, then an enterprise API, with consumer agent revenue in 2028 or 2029. Amazon has already blocked Muse on its storefront, so the near-term revenue that doesn't depend on the consumer agent comes through advertisers, where Meta already owns the relationship. Against Apollo's flat 493, this is intelligence paired with an owned counterparty and glasses context.