Carmi Levy
π€ SpeakerAppearances Over Time
Podcast Appearances
So was it a few million?
Was it a few billion?
We don't know.
We will watch their next earning call because they will have to disclose it there.
But, you know, there's a superpower arms race for the next generation of AI development capability.
OpenAI just bought the other half of the mold book equation, OpenClaw.
They actually hired the founder and the founder of OpenClaw, which is where you create the agents that then get deployed into MoldBook.
They're joining their super intelligence labs over at Meta.
So all of these companies, these kind of legacy technology companies are thinking, God, we've got to figure out this AI thing.
We either develop it ourselves or we buy the cool, hot, shiny new object technology out there.
Because Meta AI, which is the AI bot that's built into Facebook and Instagram and other meta platforms, is frankly terrible.
And Meta needs...
to come up with a new cool party trick.
And incorporating AI agents into Meta AI and then deploying it to the billions of people who are using Meta's tools, that is actually fairly recently that the company has identified as a key strategy for them.
And so they want to give Meta AI a brain transplant.
Mold book is what everyone is talking about.
Ergo, let's buy mold book and just throw it together and see what happens.
It is as chaotic as it sounds.
It's one of those acquisitions where it almost feels like
They sign the deal, the ink isn't even dry, and they'll figure it out later.