Meta Manus Desktop App, Anthropic Enterprise Lead, OpenAI AWS Deal

**Jaden Schaefer** (0:00)
Welcome to the podcast, I'm your host, Jaden Schaefer. Today on the podcast, we have a number of interesting stories. Meta has just launched Manus for desktop in this kind of AI agent on your computer craze. We have Anthropic, which is currently now officially flipped a switch and is beating OpenAI Enterprise spending. A new startup called Memories AI is building a visual memory layer for robotics. OpenAI is expanding their government footprint with a brand new AWS contract. We're going to dive into all of those today in the state of what I think we're kind of watching these three different layers collide, infrastructure, enterprise spend and agents. I'm also super excited to announce that AI Box, my own startup, has officially added video to our platform. You can now create AI tools with video, and you can chat with over eight of the top AI video generation models. We have ByteDance's SeedDance, we have Google Veo models, we have OpenAI's Sora models, and we have Pixiverse models on there. This is super exciting for us. It's been a big push, and we hope to see what incredible tools you guys build with video on the platform. If you don't already have a subscription, it's 8.99 a month, and you get access to over 70 of the top AI models all on one platform for less than 20 bucks a month. I hope this saves you a ton of money, and you get access to all of these interesting new models to test out, try and talk with. You can try out the platform with the link in the description or typing in aibox.ai. Alright, let's get into the episode today. The first thing I wanted to cover is just the fact that we have a huge story from Meta's Manus. This is a company they recently acquired, and what's interesting is Manus was sort of going viral. It was a Chinese firm that kind of had to pull itself out of China before this acquisition, but they've just launched a desktop app that is basically bringing their AI agent directly onto your computer. I think they've seen all of the hype around OpenClaw and realized that having an AI, you know, they probably had a lot of these AI capabilities, but bringing it beyond just having it on a website and into your computer, I think they've seen the value of that. It's a really big shift. I think these agents were living in the cloud before. Now they're going to be able to access your files, run apps, organize data, even build software locally. I think this is a lot closer to how people actually work, which is why OpenClaw went so viral. I think it's basically the beginning of AI agents becoming our operating system layer. I think we're going to see a huge shift here. This isn't just answering our questions, but they're actually going to be doing the work inside of our machines. I think the trade-off is obviously obvious. I think more power means that there's going to be more risks. Security-wise, you can now give AI access to your local environment, which is going to have a lot of privacy concerns as well. I think for some people, Meta doesn't have the greatest track record on privacy and on your data. For some people, they might be a little concerned about having to access all of your computer files. But at the end of the day, these are really powerful tools. I'm interested to see what sort of uptake Manus has. This is already a product that's been doing quite well, and I think this makes it a lot more useful. There's also a new startup called Niv AI. They just raised funding to solve a problem that I think a lot of people are not talking about enough, which is power. AI data centers right now are using tons of power, tons of electricity because GPU workloads spike really unpredictably. I think that forces operators to throttle usage or they have to overpay for backup capacity. What Niv is doing is they're building a system right now to monitor and optimize power usage in real time. Essentially, they're acting as a co-pilot for data center energy. I think the reason why this matters is because AI isn't just a software problem right now. It's an energy problem. Companies that figure out how to squeeze more output from the same hardware and power constraints are going to have a massive advantage. I think especially when you look at the state of the world today with everything happening in Iran and the energy shock that we've seen over the last few weeks, I think energy is more important now than ever. A lot of people are talking about the fact that AI companies are going to be very severely negatively impacted if these energy shocks, these high oil prices continue because a lot of this was powering data centers, a lot of this was powering energy, and AI is literally just a direct pipeline from energy to what we are all using. All of this stuff has to be run. It takes insane amounts of energy. A lot of the data centers, a lot of the AI training facilities that we're building, they're told they should be building power plants basically attached to them because they use so much energy, and a lot of people are seeing their local energy bills increase due to these data center projects. I think this is a really fantastic startup, and I'm excited to follow along with them. There's a new startup I've been looking into called Memories.AI. They're building what might become this foundational layer for physical AI, and that is visual memory. Instead of just remembering text like Chet GBT does, they're basically building a system that's going to help AI remember what it actually sees. So that means wearable devices, robotics, and real world AI systems that can recall visual experiences over time, right? Because right now, if you have a conversation with Chet GBT, and a month later, I'm like, hey, you know, for this project, can you help me write a new, you know, some sort of new document or some sort of new file, it can go and look at my, you know, my history, my contacts and remember everything about that specific project from two months ago. Now, it's a completely different situation when we have robots running around in the real world with cameras on them that are learning and figuring out how to do things in warehouses and eventually in all of our homes with something like the Optimus robots or the figure robot that, you know, these things are going to cost like 20 or $30,000. They'll be in our home to do things. And I mean, there's a whole nother conversation if people will want that or trust that. And I think inevitably they will once these things have improved, just like self-driving cars.