Sean Michael Cummings
Mon, Feb 2, 2026|Sean Michael Cummings

These Silicon 'Employees' Will Change Technology Forever

Around the world, folks are handing their digital keys over to robots...

Last month, AI developer Anthropic unveiled a new product: Claude Cowork. And it immediately took the web by storm...

At first glance, Cowork looks similar to most chatbots. But it does far more than simply answer questions.

Instead of responding to one prompt at a time, it can handle complicated, multistep tasks. It can organize and analyze desktop folders... create spreadsheets and reports using local files... and even execute tasks online.

All these functions require is a single simple-language command. That's a major step forward in consumer AI.

But Cowork comes with some major risks. A disclaimer on Anthropic's support website reads...

You control which local files Claude can access. Since Claude can read, write, and permanently delete these files, be cautious about granting access to sensitive information like financial documents, credentials, or personal records.

Despite the risks, Cowork is a glimpse into the future of technology – where AI takes charge of our digital lives.

That shift has sparked a "viral moment" for another AI agent... one that asks users for even more control.

Let me explain...

Claude Cowork already requires a high level of trust. But some AI agents take privileges even further...

Take OpenClaw, created by Australian developer Peter Steinberger. It's an open-source AI agent that uses a "gateway" to connect AI models like Claude and ChatGPT to apps and services already on that device.

Once installed, OpenClaw has full access to your digital life. It acts less like a chatbot and more like a robotic "employee." You can message it any time through apps like iMessage and WhatsApp. And if it has permission, it can carry out almost any task you assign.

Even more striking, it can write its own plug-ins. That means if OpenClaw can't perform a certain task, you can ask it to write new code so it can. That means the only real limitation is the user's imagination.

One early adopter connected OpenClaw to his home security camera with a simple request. The results show just how powerful these agents are becoming...

AI agents like Claude Cowork and OpenClaw aren't consumer fads. They represent a watershed moment in technology. We're seeing an entirely new consumer category of autonomous AI agents emerge.

It's likely that more consumers and businesses will "hand over the keys" as this technology evolves.

Two Important Tailwinds for Investors to Watch

AI agents only work if users trust them. But today, few guardrails exist to keep users safe.

That creates demand for security layers designed specifically for autonomous AI agents. That's a boon for cybersecurity companies, who will play a critical role in making this shift safe.

And the rise of local AI agents is also bullish for Apple (AAPL)...

Because of its unique chip design, Apple Silicon can run AI tasks faster and more efficiently than competing chips. That's why OpenClaw adopters are largely running it on Mac minis.

As more AI agents move directly onto personal devices, this efficiency advantage will become increasingly important.

In short, AI agents are bringing a new era of computing in 2026...

Claude Cowork and OpenClaw aren't just new tools – they represent a new way people interact with their devices.

And this shift is only getting started.

Good investing,

Sean Michael Cummings

Further Reading

Space isn't science fiction anymore – it's infrastructure. And once equipment leaves Earth, humans can't manage it in real time. That's why automation isn't optional... It's required. That shift is quietly creating one of this year's most important investment opportunities.

"The best people vote with their careers," Josh Baylin writes. When employees leave established companies for new ones, they reveal something the market hasn't noticed yet. That's why tracking where talent goes can show investors what's coming next.

Market Notes
HIGHS AND LOWS

NEW HIGHS OF NOTE LAST WEEK

M&T Bank (MTB)... regional bank
Ciena (CIEN)... telecom equipment
Coherent (COHR)... semiconductors
Micron Technology (MU)... chipmaker
Teradyne (TER)... automated test equipment
Madison Square Garden Entertainment (MSGE)... sports and concerts
New York Times (NYT)... media
Southwest Airlines (LUV)... airline
Ametek (AME)... industrial machinery
Lumentum (LITE)... telecom equipment
Hubbell (HUBB)... electrical equipment
Array Technologies (ARRY)... solar panels
EnerSys (ENS)... energy solutions
Fluence Energy (FLNC)... energy storage
VSE (VSEC)... aircraft maintenance
Honeywell (HON)... manufacturing

NEW LOWS OF NOTE LAST WEEK

Automatic Data Processing (ADP)... payroll giant
Paychex (PAYX)... payroll solutions
PayPal (PYPL)... cashless payments
C3.ai (AI)... AI-software developer
Par Technology (PAR)... food-service technology
Monday.com (MNDY)... software developer
Duolingo (DUOL)... language-learning app
Thomson Reuters (TRI)... media, finance, and more
Penn Entertainment (PENN)... casinos
Wendy's (WEN)... fast-food giant
Ferrari (RACE)... luxury cars
Tyler Technologies (TYL)... government software

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