Investors sour on Big Tech's $740 billion AI infrastructure spend
Alphabet, Amazon and Meta reported negative free cash flow as chip stocks and the Nasdaq sold off Friday.
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- Mentions · 7d4
- Mentions · 30d30
- All mentions79
- First seenSep 7, 2026
- Last mentioned2h ago
Timeline
79 articles · newest firstSupabase founders discuss agent-friendly backend features on podcast
The episode covers a Docker-free local runtime, Git-based schemas, private-alpha compute, and scale-out work including Turso.
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Meta's Muse personal AI agent launches in Singapore
Users can link Gmail, Grab, Shopee, airlines and travel apps; Muse asks before email or purchases.
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The RealReal blocks AI agents after Meta Muse hogged listings
Muse could renew 20-minute cart holds indefinitely; agents may still show listings but login and checkout are harder.
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1Password launches agent sign-in that hides user passwords
Users confirm each attempt, and 1Password fills credentials so named agents never receive the password.
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Meta predicts billions of AI agents in Muse network
10 million Muse users in US and Canada with quarter daily active and $200 average purchase spend.
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Meta says Muse AI app has passed 10 million users
About 25% of people who set up Muse use it daily, and shopping users average purchases over $200.
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Walmart launches Agent Gateway for AI shopping agents
Any Walmart account can link agents next month; no Walmart+ plan is required, and returns still apply if an agent misbehaves.
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Walmart will let shoppers’ AI agents buy with limits
Next month, Agent Profiles on Walmart and Sam’s Club default to approving every purchase and connect agents through an MCP Agent Gateway.
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Muse share links expose private chats through DNS-visible names
Claroc enumerated 6,800 links from passive DNS; Meta has paused sharing while it reviews the report.
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Meta pauses Muse share links after chats found on the web
Claroc rebuilt more than 6,800 Muse share URLs from public DNS records, exposing business and personal chats.
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Meta Muse share links expose private chats via passive DNS
Claroc enumerated 6,800 links because every share hostname is under cf.metaaiusercontent.com and includes the chat title.
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Stripe says AI agent purchases via Link are growing, without totals
September Link transactions rose 38-fold and volume 20-fold from a small base, with about 200 agents now.
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DataDome says Meta bots made nearly half of Q3 AI agent traffic
The firm reports AI agent requests rose 41.5% quarter over quarter to nearly 25 billion.
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Friends don’t let friends feed their data to AI agents
Meta’s Muse AI agent collects intimate user and contact data, and users report unwanted disclosures.
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AI agents are coming to Rivian’s cars
Rivian plans to let third-party AI agents from Anthropic and others run in its vehicles, while keeping them off driving controls.
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How Windows is being optimized for Nvidia’s RTX Spark laptops
Microsoft tuned Windows on Arm for Nvidia RTX Spark laptops, including local AI agents and Prism emulation.
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I expect rapid progress but not towards general superintelligence
Essay expects rapid AI engineering and inference-efficiency gains, not general superintelligence.
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AI could upend food delivery
DoorDash warned Bay Area restaurants that AI startup Bites listed them without consent while taking orders through ChatGPT.
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Fake ChatGPT, Claude and Gemini Ads Use Browser-in-the-Browser Phishing to Steal Accounts
Phishers impersonate ChatGPT, Claude, and Gemini ad tools, using fake browser windows to steal passwords and MFA approvals.
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Apple to Tighten Full Disk Access Controls in macOS Amid AI Risks
Apple will tighten macOS Full Disk Access controls as AI agents increasingly request broad access to private data.
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Muse escapes containment
Meta patched a pre-launch Muse AI agent KVM escape that could have exposed internal databases.
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Meta Rushed to Fix Muse ‘VM Escape' Vulnerability Immediately Before Launch
Meta rushed fixes for Muse AI agent VM-escape flaws, including one that could reach Meta's sensitive internal databases, with engineers warning of a future breach.
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"Muse Gadgets" turns AI hardware into an open-source DIY project
Meta open-sourced Muse Gadgets so hobbyists can build AI hardware and is shipping 5,000 Muse Home Link units.
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Muse Creates Detailed Profiles of All Your Friends and Family
Researchers extracted Meta Muse prompts showing the agent profiles people across a user's life.
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Apple changes full-disk access permissions to curb abuse from AI agents
Apple is tightening macOS full-disk access after Meta’s Muse agent was reported reading Apple Messages.
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Meta open sources code to let you make Muse AI gadgets
Meta open-sourced Muse SDKs so developers can build AI gadgets on ESP32 and Raspberry Pi boards.
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Apple will limit Mac disk access as AI agents ‘substantially’ increase risk
Apple will tighten Mac full-disk access after AI-agent risks and a report that Meta Muse read messages.
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Podcast: The FBI Was Hacked. We’ve Seen the Data
404 Media’s podcast covers a claimed hack exposing data on all FBI employees and spouses.
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Announcing Ranveer Singh as Brand Ambassador for Ray-Ban and Ray-Ban Meta in India along with Exciting New Updates to our AI Glasses
Meta names Ranveer Singh Ray-Ban Meta brand ambassador for India and rolls out Gen 3 AI glasses starting at INR 44,300.
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Meta disputes claim that Muse read a user’s private messages without permission
Meta says Muse cannot read Mac Messages unless the user opts into Full Disk Access.
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All the latest news on Meta’s cute, creepy Muse AI agent
Meta Muse roundup: agent leaked a YouTuber's home address, offers its filesystem with near-zero prompt injection resistance, while Meta expands enterprise tools.
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OpenAI CEO Announces New AI Agent and Avoids Mention of Security Concerns at Developer Conference
OpenAI launched Dots agents and GPT-6.1 Sol at Dev Day while Sam Altman avoided addressing a model delayed over researcher security concerns.
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Meta’s Muse AI sent a YouTuber’s address to a stranger
Meta's Muse AI agent shared a YouTuber's home address with Facebook Marketplace strangers after 'Allow Always' permissions let it message autonomously.
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Meta is expanding its AI agent Muse to small businesses
Meta expands its Muse AI agent to small businesses with Shopify, Slack, Dropbox, and other work-tool integrations.
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Meta’s Muse sent a Facebook Marketplace buyer to a seller’s home
Meta's Muse agent shared a Facebook Marketplace seller's home address and arranged a buyer visit without his knowledge or permission.
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Meta gives small businesses an AI agent that knows their work
Meta added business skills and connectors for Instagram, Facebook, Canva, QuickBooks, Shopify, Slack and Stripe to its Muse agent.
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The Future Is for Everyone: Muse for Small Business
Meta expands its Muse personal AI agent with small-business skills and connectors for Canva, Instagram, Facebook Pages, and Meta ad accounts.
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Manus 2.0 lets users edit videos, host multiplayer games, and run agents remotely from their phone
Manus 2.0 turns its AI agent into a phone-controllable platform for video editing, games, and automations.
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Meta launches enterprise AI platform, hires MongoDB CEO to lead new initiative
Meta launched Meta Enterprise Platform and hired MongoDB CEO Chirantan Desai to lead it.
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Appears with
- Metaorganization · 64
- Metavendor · 49
- Museproduct · 29
- Amazonorganization · 12
- OpenAIorganization · 10
- Anthropicorganization · 8
- OpenAIvendor · 8
- Anthropicvendor · 6
- ChatGPTai model · 5
- Applevendor · 5
- Perplexityorganization · 5
- Appleorganization · 5
- Googleorganization · 5
- macOSproduct · 5
- Meta Superintelligence Labsorganization · 4
- Muse Charmproduct · 4
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