Maya, Anika, and Priya are back. If you notice Maya’s on her phone this week, it’s because she broke her laptop while on FaceTime with Anika and Priya. If you notice Priya’s wavy video, we don’t really know what happened there, but we’ll be so back next week with fixed laptops and cameras. This week they talk about OpenClaw leading to Reddit for AI agents, Trump’s Fed Chair nominee, and Elon’s SpaceX and xAI merger.
First they talk about OpenClaw, which is the viral open source AI personal assistant that's been taking over the internet. Originally called Clawdbot (Anthropic said absolutely not). Created by Austrian developer Peter Steinberger, it's now the fastest growing GitHub project ever with 140K stars. The hosts dive into some of the tasks people have gotten their Clawdbot to do, as well as the security risks that come with giving an agent access to literally everything. The hosts talk about the concerns around prompt injections. The hosts also debrief the biggest gossip in tech, which is Moltbook. It’s a Reddit-style forum where 150,000 AI agents talk to each other. The bots are discussing self-preservation, creating religions (the Church of Molt), and talking about humans like they're their pets. Tune in to hear why the hosts actually don’t think it’s a huge deal the way the internet does.
Next, Trump nominated Kevin Warsh as Fed Chair, and the Senate confirmation odds are sitting at 83%. You can trade on that market here: https://kalshi.com/sign-up?referral=getthecheck. Warsh is a former Fed governor and Morgan Stanley M&A banker, so basically the establishment friendly pick. His big thing is shrinking the Fed's balance sheet (they're holding $4.2 trillion in government debt) and being generally more hawkish than Powell. He was criticized for wanting to raise rates too fast during the financial crisis. This may be the Fed that has to address the impact of AI on unemployment, but at least until now Warsh has been bullish on the impact of AI on the economy.
The last segment is about Elon merging SpaceX and xAI. The pod actually recorded this a couple hours before it was confirmed, which is why they discuss it hypothetically. They dive into how Elon is building an AI empire: Optimus robots, Robotaxis, the Colossus supercomputer, Grok including on X, and eventually data centers on Mars via SpaceX. It looks like SpaceX is headed for an over trillion dollar IPO this year. You can trade on the IPO probability here: https://kalshi.com/sign-up?referral=getthecheck. Anika expresses some concern about one person controlling humanoid robots, brain-computer interfaces (Neuralink), social media, space travel, and AI compute infrastructure.
Finally the hosts say they are going to Known’s Valentine’s Day party. Maya notes that she probably has plans with Adi and can’t go, but also she can say whatever she wants because her boyfriend never listens till the end of the episode anyways…Priya and Anika have zero other plans, so they’ll be there. Let them know if you’re going and check out the interview with Celeste about Known here: https://open.spotify.com/episode/1G3vkS8aqXdVoQrnxeaCr8.
00:00 Maya breaks her work computer
02:01 OpenClaw and Moltbook the first social media for AI agents
20:58 Trump announces Kevin Warsh as his Fed Chair pick
33:36 Elon announces SpaceX and xAI merger valued at $1.25T