Emily Flippen: The edge in the stock market may be increasingly going to the companies that own the operating layer, not the brand. We're reflecting on three examples of this today on Motley Fool Money. Today is Tuesday, January 27th. Welcome to Molly Fool Money. I'm your host, Emily Flippen, and today I'm joined by Fool analysts Jason Hall and Asit Sharma to discuss the power of owning the operating system underlying our everyday lives. Today we'll be discussing how restaurants are integrating tech improve ...

Core Viewpoint - The article argues that the notion of "AI Browser = OS" is fundamentally flawed, emphasizing that while AI browsers may exhibit functionalities similar to operating systems, they do not possess the core responsibilities and capabilities that define an OS [6][9][23]. Group 1: AI Browsers and Their Capabilities - AI browsers like Dia, Comet, and ChatGPT Atlas are emerging as significant players in the AI landscape, with traditional browsers like Chrome and Edge also adopting AI features [3][7]. - The capabilities of AI browsers have expanded to include functionalities that were traditionally associated with operating systems, such as PWA, Service Worker, and background synchronization [7][9]. - Despite these advancements, AI browsers lack essential OS functions such as process scheduling, memory management, and system calls, which are critical for true operating system classification [9][11][15]. Group 2: Definition and Future of AI Browsers - The article suggests that a more appropriate term for the operational layer of AI browsers would be "Agent Operating Layer" (AOL), which focuses on orchestration, permissions, and state management [16][23]. - Future developments may lead to a "universal container" model for AI browsers, allowing for better integration with various AI models and APIs, thus enhancing their functionality [18][22]. - The shift from a model-centric approach to a capability-centric approach is anticipated, where the focus will be on defining stable and governable capabilities rather than merely upgrading models [22][23].

Core Technology & Product - newOS is a new operating system for the mind, enabling users to create personal AIs modeled on their own thinking [1] - Each AI in newOS receives a trust score and cryptographically verified interactions on @Base [2] - newOS provides a platform for creating a personal AI with its own memory, identity, and wallet powered by the Ethereum Virtual Machine (EVM) [1] Decentralization & User Empowerment - The platform aims to create a new internet where insight flows directly between sovereign minds, not through corporate servers [2] - User intelligence, ideas, and data remain fully under their control within the newOS ecosystem [2] User Engagement & Onboarding - Users can create their AI in minutes, feed it expertise and taste, and grow their trust score on the leaderboard [4] - Users can comment on the provided tweet to jump the waitlist [3]

Project Goal - The project aims to build a minimal, custom Linux OS using Buildroot, automating the entire process [2] - The OS will be based on Linux and built from the ground up with Grok4 [1] Technical Implementation - The process involves two phases: code generation and execution with iterative debugging [2] - The project requires creating a specific directory structure including `buildroot/`, `configs/`, `board/`, `output/`, and `scripts/` [5] - A minimal Buildroot defconfig (`configs/tiny_linux_defconfig`) is needed, ensuring BusyBox is statically linked (`BR2_PACKAGE_BUSYBOX_STATIC_LINK=y`) [6] - The latest stable Linux kernel should be built using `tinyconfig` as a base, with specific options enabled for QEMU compatibility [7][8] - The system should produce a compressed cpio initial ramdisk (initramfs) image [8] - Path-aware `build.sh` and `test.sh` scripts are required, using absolute paths and maximizing build speed with `-j$(nproc)` [9][10] Testing and Validation - The generated scripts (`setup.sh`, `build.sh`) must be executed and debugged iteratively in a sandboxed Linux shell [2][10] - The target architecture is x86_64, using the default Buildroot toolchain and BusyBox init system [11] - The process involves capturing output, analyzing errors, correcting code, and repeating execution until successful [13][14][17]

Group 1: AI and Multimodal Intelligence - The industry is witnessing accelerated development in multimodal intelligent agents, with a focus on key technologies and applications [2] - Major models such as Grok4, KimiK2, GLM4.5, Genie3, and GPT5 are evolving rapidly, characterized by open-source, low-cost, low hallucination, and multimodal features [2] - The launch of the first assessment for trustworthy AI multimodal agents aims to promote technology development and product implementation [2] Group 2: Computing Power Conference - The 2025 China Computing Power Conference will be held from August 22 to 24 in Datong, focusing on the theme "Building Foundations with Computing Networks, Guiding the Future" [3] - As of March this year, the number of standard computing power racks reached 10.43 million, with intelligent computing power scaling at 748 EFLOPS [3] - The AI computing market in China is projected to reach $25.9 billion by 2025, with a year-on-year growth of 36.2% [3] Group 3: Brain-Computer Interface Investment - OpenAI is considering investing in Merge Labs, a brain chip company exploring gene therapy for brain cell modification [4][5] - The global market for brain-computer interfaces in the medical field is expected to reach between $40 billion and $145 billion by 2030-2040 [5] - The brain-computer interface industry is suitable for medium to long-term investment, focusing on application expansion, technology iteration, and market demand [5] Group 4: HarmonyOS Development - HarmonyOS 5 has surpassed 10 million terminals, marking a significant milestone in its development [6] - Over 30,000 HarmonyOS applications and services are currently in development or updating, with the top 5000 applications covering 99% of user engagement [6] - The release of HarmonyOS 6 is expected to further enhance the ecosystem, attracting more developers and manufacturers [6]

Product & Technology - Apple's AI development will be accessible to developers, fostering innovation [1] - Opening Apple's app models to developers is a significant and innovative step [2] - Operating system changes will unify the user experience and increase user stickiness [3] - Design changes, possibly involving liquid glass, are anticipated to be brilliant [8] - Live translation in iMessage calls and through AirPods may be introduced [9] User Experience & Ecosystem - Simplifying the operating system will make it easier for the average consumer to follow [5] - New OS versioning aims to reduce confusion across different platforms [4] - Apple's ecosystem is self-contained, and new features will be revolutionary to its users [10][11] - Translation is a popular feature and will be well-received by Apple consumers [11][12] Market & Financial Outlook - Despite tariff uncertainty, a low single-digit growth is expected for Apple this year [13] - Apple's consumer segment is resilient even in times of uncertainty [13]

Product & Technology - Siri's capabilities are not meeting expectations compared to competitors [1] - Apple is introducing a new naming convention for operating system upgrades based on the year [2] - The seamless integration of Apple products is not enough to prevent analyst downgrades [3] - Apple's transition to incorporating AI, specifically Apple Intelligence, is lagging behind competitors like Google with Android [5] - Apple CarPlay's initial failure and the emergence of alternative operating systems in cars, like General Motors' system with Google, pose a challenge [6] Market & Analyst Sentiment - Analysts are questioning the reasons to buy the next set of Apple hardware [3] - The analyst community has largely fallen out of love with Apple due to upgrade cycle issues and being behind on AI [7] - Less than 60% of analysts are recommending to buy Apple stock at the moment, indicating negative sentiment [11] Challenges & Risks - Apple is facing challenges related to trade policy, including President Trump's demands for more US-based manufacturing [10] - The company faces potential regulatory issues related to monopolization in certain industries in the US [10] - The future of the App Store and potential curtailment of payment collection are concerns [8] - Supply chain headaches continue to be a challenge for Apple [9] - The potential loss of $20 billion annually from Google for maintaining Google search as the primary offering on Apple devices is a risk [8]