AI and Software
AI devices and consumer apps
AI phones, wearables, assistants, consumer AI apps
- Episodes
- 89
- Share
- 8.3%
- Shows
- 76
- Net sentiment
- +0.57
Bullish 35Mixed 18Neutral 33Bearish 3
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 35
- Deere presents its AI assistant as adding value and productivity for farmers using its digital tools.09-23-26 - Franklin Peitz and Jackson Bacca of John Deere on updates on data from John Deere. · Farm Talk Podcasts · Sep 23
- Meta's Muse assistant and glasses are seen as a coherent consumer AI product that could mediate online life.(Preview) Three Weeks of Meta Momentum, The Ultimate Muse Upside, A King Kong vs. Godzilla Aggregator War · Sharp Tech with Ben Thompson · Sep 25
- Generative video is reaching professional use and falling costs open consumer and studio adoption opportunities.Hollywood Green-lights Its First AI-Only Films | Gorkem Yurtseven · MTS · Sep 25
- Muse's wide consumer reach and actionable agent features look like a strong launch for Meta.Meta’s new Muse AI agent gives investors the warm-'n-fuzzies · Marketplace All-in-One · Sep 25
- Meta's new charm, glasses and Muse agent are seen as strong, generous consumer AI products.Meta Unveils Muse Charm and Gemini Can Call for You · The AI Engineer Podcast · Sep 24
- Meta's Muse agent and wearables show strong consumer uptake and a push into everyday AI use.Meta Muse Has BIG Plans · The Daily AI Show · Sep 24
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- Meta's glasses and VR headset are seen as delivery devices for Muse, making them more compelling.(Preview) Three Weeks of Meta Momentum, The Ultimate Muse Upside, A King Kong vs. Godzilla Aggregator War · Sharp Tech · Sep 25
- Meta's Muse agent and glasses showed a coherent consumer AI strategy, with the stock up sharply.Meta Connect Reactions, Zuck's Beer Pong Controversy, New Bentley EV | Shalev Lifshitz & Romi Lifshitz, Leif Abraham, Diogo Almeida, Hooman Reza Nezhad, Jordan Nanos, Erika Alden DeBenedictis · TBPN · Sep 24
- Foldable iPhone, Meta glasses and Oura Ring show growing consumer adoption of new AI-era devices.Apple and Meta Just Dropped New Tech (3 Stocks Most Investors Are Missing) · MarketBeat | Stock Market News & Analysis · Sep 24
- Voice agents and AI tutors handling calls and chats 24/7 are presented as easy, high-value tools for businesses.Create AI Voice Agents, AI Tutors, And More With DocsBot · LMScast with Chris Badgett · Sep 27
- Meta's Muse agent is reportedly surging in app stores, benefiting from distribution across its existing apps.OpenAI Anthropic Meta Google and X All Dropped Major Releases in the Same Week (AI News) · In A(i) Nutshell · Sep 25
- Meta's new AI glasses, Muse agent, and pendant are seen as a strong new hardware push.Meta Just Beat Apple at Its Own Game & McDonald’s Is Upgrading Restaurants · Morning Brew Daily · Sep 24
- Meta's Muse agent is topping app charts and driving a re-rating, seen as proof of consumer AI product-market fit.Meta’s Muse Momentum, Qualcomm CEO Interview, The Future of AI 9/23/26 · Power Lunch · Sep 23
- Hosts and guests see personal agents as a major new consumer category, though trust and monetization remain open questions.Amazon Ban Hammer, Seedance Strategy, Amazon Blocks Muse | Vinod Khosla, Augustus Doricko, Ben Hylak, Aaron Levie, Lucas Shaw · TBPN · Sep 21
- Personal assistant agents like Muse, GrokBot and Copilot's Scout are seen as the most powerful AI experiences ahead.How HR 2030's Architecture Works & Amazing World of Personal AI Agents · The Josh Bersin Company · Sep 27
- Facebook's free Muse agent cuts hardware cost and could reshape consumer AI access.And Now For Something Completely Similar: Untangling the Power from the Pretense of Our AI Circus · Keen On America · Sep 26
- Real-time interface world models could replace traditional software front ends and enable new creative tools.Runway’s WorldPrompt and the Engineering of Real-Time Worlds · Latent Space · Sep 25
- Meta's consumer assistant and OpenAI's voice mode with connectors are seen as strong consumer products.Opus 5.5: Claude Just Hit Back at ChatGPT · Authority Hacker Podcast – AI & Automation for Small biz & Marketers · Sep 24
- Meta's Muse agent and charm are seen as a strong consumer AI push that could drive investor interest.Meta’s “Right to Win AI” & A Bond Market Rout 9/24/26 · Squawk Pod · Sep 24
- Meta's audio-only glasses and AI device pivot are seen as a win that lifts the semiconductor ecosystem.Yields Spike and the Trump-Xi Summit Is Probably a Nothing Burger · Rigatoni Capital Podcast · Sep 24
- YouTube's AI features like Ask and search improve viewer engagement and strengthen its competitive position.YouTube CEO Neal Mohan: Why We're Betting On AI And Not Afraid Of It · Big Technology Podcast · Sep 23
- Meta's Muse assistant gaining traction, with first-party data giving Meta an edge over rival labs.How Meta Could Quietly Win The AI Race · Prof G Markets · Sep 21
- Samsung's AI phone features, foldables, smart glasses and wearables are presented as strong consumer growth areas.#11. Jak technologia tworzy wartość dla człowieka - Olaf Krynicki · Salto Talks · Sep 25
- Glance reports consumers using its AI shopping agent heavily and Apple integration expands distribution.The Software Pricing War and AI Power Bottlenecks · The Information's TITV · Sep 22
- Meta's Muse app topped the App Store and new glasses and wearables are shipping soon.Opus 5.5 is your new workhorse! OpenAI ships GPT 6 Sol and Terra before DevDay and Meta goes all in on Muse! Your friday read is here · ThursdAI - The top AI news from the past week · Sep 25
- Consumer AI adoption doubled and spending per user rose sharply, treating AI as core utility.SaaStr 879: Stripe's CRO of AI on The New AI GTM Playbook · The Official SaaStr Podcast: SaaS | Founders | Investors · Sep 23
- Text-based agents in iMessage and WhatsApp make consumer agent adoption easy, driving growth of new products.Personal Agents Will Unlock Cheap Drug Discovery | OpenAI · MTS · Sep 23
- Early iPhone 18 Pro lead times are stretching, suggesting rising demand for Apple.Tiernan Ray on AI Regulation, Cybersecurity Rally & Software Stocks to Watch · Schwab Network · Sep 21
- AMD's Strix Halo laptops enable local AI inference without cloud subscriptions.Haters think AI agents can't write GPU code? This'll ROCm · The Stack Overflow Podcast · Sep 22
- AI tools now natively produce polished videos and websites that previously required specialist software.Claude Opus 5.5 Pulls Away · The Daily AI Show · Sep 26
- Qualcomm sees glasses and wearables as an inflection point for on-device personal AI.Jensen vs NYT, New Model Reactions, "You Can See Everything" Trailer, Saudi EVs | Cristiano Amon, Talia Goldberg, John & Louis Antonelli, Max Levchin, Sam Ross · TBPN · Sep 23
- Guest is excited about smart glasses and home robots built on open developer tools.I Lived Through Y2K. AI Is Bigger. | Ex-Microsoft Leader Carmen Aviles Builds Agents for Businesses · The Intelligence Resources Podcast · Sep 22
- A founder argues AI agents should be simple enough for ordinary knowledge workers to use.10 of The Wildest Hot Takes From the All-In Summit 2026 · Sourcery · Sep 27
- Plod note pin is praised as a useful AI recording and summarizing device.A rogue OpenAI agent hacked Australia’s government. Does this matter? | E2342 · This Week in Startups · Sep 25
- Live experiences will gain value as AI makes screen content less trustworthy and more abundant.Alexis Ohanian: Investing in Chelsea Women, Building Athlos, & The Power of Sport in a Social Era (Ep138) · Business of Sport · Sep 22
Bearish 3
- Apple's Siri upgrade arrives late, and hosts say it lags current AI agents and assistants.OpenAI, Palantir & Grok: The AI Safety Reality Check · What the AI?! · Sep 22
- Hosts are skeptical that AI gadgets can beat the iPhone or win consumer trust over privacy.Trump TV, Meta’s Muse Charm, and Xi in D.C. · Pivot · Sep 25
- Platform-level AI integration could force consumer apps into AI features, a kill-shot risk.Drew Cohen Tells Us Whether Software Stocks Are Dead (Agents, Models, Moats, and More) · Chit Chat Stocks · Sep 23
Mixed 18
- Smart glasses are useful for some tasks but face strong privacy objections and uncertain consumer demand.Meta and Snap battle for your face · The Vergecast · Sep 24
- Meta's Muse agent is a strong consumer product, but privacy distrust and unclear use cases limit its promise.Phones don't have lights · The Vergecast · Sep 25
- ChatGPT deployed in classrooms raises both promise for tutoring and worries about shortcutting learning.The High Schools Going All-In on AI · The Journal. · Sep 24
- Agentic apps like Meta's Muse could boost adoption and commerce but also disrupt aggregators and search economics.Meta Muse Winners and Losers; Google's Risk; Zeta Global and Adobe $ZETA $ADBE · Chit Chat Stocks · Sep 25
- Apple's AI features and freemium iCloud tie-in could help subscriptions, but the speakers doubt it sustains growth.The Nanalyze Verdict: Apple Stock · Nanalyze · Sep 26
- Consumer-facing AI filters draw enthusiasm from some and disgust from others, with uncertain adoption.DLSS5 Explained with Linus Tech Tips · The Vergecast · Sep 22
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- Meta glasses privacy concerns and doubts about whether consumer AI products can overcome skepticism are both raised.I have some questions for Mark Zuckerberg · Decoder with Nilay Patel · Sep 24
- Panel debates whether AI chatbots can safely give financial advice despite frequent errors.1100. News- After Dark: Nubank takes on the US, Monzo Aura launches, and can you trust AI with your money? · Fintech Insider Podcast by 11:FS · Sep 21
- AR glasses could become a platform, but mass-market demand and the payoff timeline remain unproven.TIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'Malley · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · Sep 24
- ChatGPT sponsored agents and ad updates could help some advertisers but may lack control and trust.Is the Saying Now “Do Pay the Messenger”? Google Says Maybe With AI Contribution Pilot · Marketing O'Clock - Digital Marketing News · Sep 21
- Hosts are excited by audio-only AI glasses and new form factors but doubt mass uptake of the Tamagotchi-style charm.Meta’s Muse Revival, Frontier AI Under Threat, The Rise Of Dopamine Sites · Big Technology Podcast · Sep 25
- Apple's on-device AI could bring capability with privacy, though consumers are heavily reliant on chatbots already.CxC Ep41: Is “AI Doom” Genuine Fear or Good Marketing? - with Benjamin Rogojan & Phil Sparks · Code and Connor · Sep 23
- Model's front-end and design output is strong for SaaS but weak for consumer-style apps.I left Claude for months. Opus 5.5 is why I'm back · How I AI · Sep 22
- Consumer AI features face mixed reception: Apple's Siri settlement shows overpromising, while agent tools show real user value.Trump, Ng and LeCun All Attacked the Same Motive · The Context Report: Today in AI · Sep 21
- A free AI-agent office suite challenges Google, but its economics depend on inference costs.Crosswire — September 26, 2026 · Crosswire · Sep 26
- Siri faces competition from AI agents, but hosts doubt consumers will hand over sensitive data and money.September 25th, 2026 | Higher Rates Hurt Private Debt, Siri AI Obsolete? Trust Facebook With Your Data? GLP 1 Lawsuits, Bank Charters Exploding, Why I Fear AI, Portfolio Too Conservative? & More · Smart Investing with Brent & Chase Wilsey · Sep 26
- AMD neural rendering research could improve ray tracing performance, though hosts dislike generative overlays.380. RTX 6090 Launch Leak, AMD RDNA5 and PS6 Neural Ray Tracing, Nvidia AI Desperation · Broken Silicon · Sep 22
- AI can either deepen dependence on services or enable independence from them, the speakers argue.Derek Sivers - Living Many Lives: Parenting, Moving Countries & AI (Ep. 329) · Infinite Loops · Sep 24
Neutral 33
- Discussed as the evolving role of phones and wearables with agentic assistants, mostly factual progress with open challenges.Why your phone still isn't the ultimate AI assistant · The Deep View: Conversations · Sep 27
- Copilot feature updates in Word, Excel and PowerPoint are described factually with rollout timing, with no investing angle.FOLLOW-UP Teams chats. Restrict Copilot’s creativity in PowerPoint. | Ep 440 · 365 Message Center Show #365MCS · Sep 21
- Googlebooks are built around Gemini features and phone integration, but the discussion stays descriptive about their appeal and uncertain success.Googlebooks are coming for your Mac · The Vergecast · Sep 21
- Covers on-device AI phones, Meta's Muse assistant and Sonos AI features as consumer product tests rather than investment cases.My new favorite AI assistant, tech support scams & Apple’s foldable (193, September 26, 2026) · Rich On Tech · Sep 27
- Covers Copilot app changes, Meta glasses and Muse, and Gemini calling features as product news.Microsoft Kills Copilot+ PCs, Meta's VR Glasses and Muse Charm, Google Tests Gemini Phone Calls + more! · TechLinked · Sep 26
- Discussion of Meta's Muse agent and personal shopping use cases, with no investing angle stated.Amazon Blocks Meta's Muse · The Daily AI Show · Sep 22
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- Hosts demonstrate consumer AI video tools and their creative uses without making a clear investment call.AI Video Levels Up, Amazon Blocks Muse, Paramount Stays in CA | Diet TBPN · TBPN · Sep 21
- Discussion of Apple's planned AI home hub, smart glasses, AirPods with cameras, and rival OpenAI devices is largely factual.Can CEO John Ternus find Apple's next big thing? · Decoder with Nilay Patel · Sep 21
- Host argues survey fears and AI companionship reflect social and parenting issues more than software risk.Gen Z Is Dating AI, Microsoft Reinvents Copilot, & the Great Iced Coffee Interview Debate · Future Ready Leadership With Jacob Morgan · Sep 25
- Hosts compare Copilot, Claude and ChatGPT tools for their presentation and business workflows, describing practical usage rather than investment angles.e254 - Confessions of a Reluctant AI Presentation Designer · The Presentation Podcast · Sep 22
- Covers using AI design tools and their integrations with Canva, Figma-style and slide apps for practical deliverables.I built my whole brand with Claude Design in 20 minutes (no designer) · Build With AI · Sep 25
- Discussion of AI assistants and voice-to-text tools used for drafting and communication.How AI Is Changing Communication: Weighing Efficiency with Efficacy · HBR IdeaCast · Sep 24
- Tenant-facing app notifications and mobile maintenance requests are described factually as product features.Stop Managing Rentals With Spreadsheets: AI Automation for Real Estate Investors · Real Estate Pros Show - Powered By Investor Fuel · Sep 23
- Hosts compare everyday tools like ChatGPT, Claude, Gemini, Copilot and Perplexity for personal and business use.How Businesses Are Using AI Agents to Save Time, Cut Costs and Create New Opportunities · Real AI Use Cases Business Owners Roundtable · Sep 22
- Discussion of Meta glasses and earbuds as future agent hardware with privacy tradeoffs.Amazon Just Blocked AI Shopping. Shopify Opened Up | The Brainstorm 150 · FYI - For Your Innovation · Sep 24
- Discussion of LLM search and chatbots citing content and how brands appear in them.Rise of the Comm Professional in the Era of AI| Angela Lapré · Bridging the Gap Podcast · Sep 24
- Discussion centers on Muse's popularity and free token tiers as a consumer product strategy.Musings About the Agentic Future · Motley Fool Hidden Gems Investing · Sep 23
- Covers use of consumer AI assistants like ChatGPT, Claude and Copilot in daily communication.Stacey Hanke, When AI Assisted Writing Doesn't Match Up With the Actual Leader, Trust Erodes Fast · Profiles in Leadership · Sep 23
- Voice interfaces and consumer uses like personal finance and book creation are discussed factually as expanding reach.AI-Native Workplace: What Real AI Adoption Asks of You · AI News & Strategy Daily with Nate B. Jones · Sep 22
- Meta announced a handheld AI agent device for the holidays, with few details on pricing yet.#118 - Microsoft Copilot Super App, GPT-6 Sol, Claude Opus 5.5, ChatGPT Ads, AI at UN SC & more · The AI Files · Sep 26
- Google's new laptop OS adds Gemini features, described factually without a clear investing angle.Google is closing down Android more and more, and launching a new Linux-based OS · Linux & Open Source News · Sep 26
- Covers Apple Watch, AirPods and iPhone product behavior and updates.M6 Mac mini review, Apple fitness band rumors, Apple AI servers · 9to5Mac Happy Hour · Sep 24
- Smart bed with sensors and data analytics is discussed as a connected consumer device.E252｜硅谷睡眠外挂：富人的玩具，还是预防医疗的入口？｜对话Eight Sleep创始人 · 硅谷101 · Sep 24
- Brief discussion of the upcoming foldable iPhone and its consumer appeal.The Best Cell Phone Plans (and How I’m Saving Big) · All the Hacks: Money, Points & Life · Sep 23
- Meta's Muse AI agent is cited as the catalyst for expected greater CPU demand.The Big 3: AMD, INTC, ARM · Schwab Network · Sep 21
- Brief mention of on-device AI on mobile and edge deployment without investment angle.Cheaper AI Models Are Here: Can Enterprises Keep Up With AI’s Release Cycle? · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Sep 26
- Depicts ubiquitous ambient AI in homes, tutors, and infrastructure as fiction, not market commentary.What is Utopia? Presenting The Receipt Horizon, by Joel Borgen – Chapters 1–4 · The Cognitive Revolution · Sep 26
- Copilot features in Outlook, PowerPoint and Loop are described as everyday productivity tools.Microsoft 365 Copilot Without the Hype: Adoption, Governance & Getting Your Tenant Ready with Paul Keijzers [MVP] · M365.FM a Microsoft MVP Podcast by Mirko Peters · Sep 24
- Brief mention of personal and home-cooked software built with agents.Design Engineering with Maggie Appleton · The Pragmatic Engineer · Sep 23
- Brief remarks on frontier labs moving up the stack into application layers.Cerebras EVP: His CEO Said One Thing and He Quit Everything to Join Him · Hunters and Unicorns · Sep 23
- Brief references to AI tools for documentation, surveillance and personalized client communication.Why Advisors Matter More in an Age of Unlimited Information with Jim Patrick · WealthTech on Deck · Sep 22
- Brief mention of Neuralink speech decoding and Gemini iMessage integration.The Daily Disruptor: Anthropic's Pre-IPO Model · The Angus Briefing · Sep 21
- Discussion of an AI agent hacking a gym booking system illustrates misalignment risks.Where Is the Government on AI? #157 · The Western Bubble · Sep 21
Around it
Companies named
Shows that covered it most
- TBPN4
- The Vergecast4
- The Daily AI Show3
- Decoder with Nilay Patel2
- Schwab Network2
- Big Technology Podcast2
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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