Moltbot Left the Door Open. Tesla Bet the Factory.

Moltbot exposed 1,862 servers without authentication. Tesla discontinues flagship cars for unproven robots. Airtable launches AI agents amid platform complaints.

Moltbot Security Breach; Tesla Kills Model S/X; Airtable $7B

San Francisco | January 29, 2026

Security researchers found 1,862 Moltbot servers sitting naked on the internet. No authentication. Credentials in plaintext. The viral AI assistant that promised to manage your email, messages, and bank accounts had invited attackers to the party. Hundreds of users handed over the keys without asking who else might walk in.

Meanwhile, two established players are making their own high-stakes gambles. Airtable watched $7.7 billion in valuation evaporate and responded by launching an AI agent product while customers complain the core platform barely works. Tesla is killing the Model S and X to build humanoid robots that Musk admits aren't doing useful work anywhere.

Three companies. Three all-in bets. One common thread: the gap between ambition and execution keeps getting wider.

Stay curious,

Marcus Schuler

Know someone drowning in AI noise? Forward this briefing. They can subscribe free here.

Moltbot's Security Disaster Exposed Thousands of Users to Attack

A viral AI assistant designed to access your email, messages, and bank accounts left 1,862 servers exposed without authentication. Credentials sat in plaintext. Attackers noticed.

Security researchers discovered the exposure while investigating Moltbot, the GitHub project that promised to automate personal tasks by connecting to sensitive accounts. The architecture required users to grant sweeping permissions across email, messaging apps, financial services, and shell commands. Hundreds did so without examining what protections existed.

The answer: almost none. Servers running Moltbot instances lacked basic authentication. Anyone who found them could access stored credentials. The timing made it worse. This discovery came during Moltbot's chaotic 72-hour rebrand after Anthropic's trademark lawyers forced a name change. Crypto scammers captured the abandoned social handles.

Why This Matters:

  • Users who granted Moltbot access may have exposed credentials to email, banking, and messaging accounts to unknown attackers
  • The incident shows how viral AI tools can spread faster than security review, creating systemic exposure across thousands of users

✅ Reality Check

What's confirmed: 1,862 Moltbot servers found exposed without authentication; credentials stored in plaintext; the tool requires access to email, messages, bank accounts, and shell commands.

What's implied (not proven): Attackers actually exploited these exposures to steal credentials or compromise user accounts at scale.

What could go wrong: Credential theft from exposed servers could cascade into financial fraud, identity theft, or corporate breaches if users connected work accounts.

What to watch next: Whether affected users report account compromises in coming weeks, and if GitHub or security firms issue formal advisories.

Moltbot Security Flaws; AI Agent Exposes Credentials
Researchers found 1,862 Moltbot servers exposed without authentication. The viral AI assistant stores credentials in plaintext and invites attack by design.

Airtable Lost $7 Billion in Valuation. Its Response: Launch an AI Product.

Airtable's paper value collapsed from $11.7 billion to roughly $4 billion. CEO Howie Liu calls the cheaper equity a "recruiting advantage." Customers call the core product broken.

The company just launched Superagent, its first standalone product in 13 years. Priced at $20 to $200 per month, it deploys multiple AI agents simultaneously to analyze financial data, competitive positioning, and management news. Liu claims only Anthropic's Claude and Meta's Manus have comparable multi-agent architecture.

The timing raises questions. Enterprise customers report serious reliability issues with Airtable's core platform: record capacity limits, unpredictable API failures, weeks-long waits for critical support tickets. One Reddit user summarized the mood: "Stop chasing share value and deliver the bloody product I pay for."

Superagent emerged from Airtable's $40 million acquisition of DeepSky last October. The founding team now runs it semi-independently, racing to establish architectural differentiation before competitors ship comparable products.

Why This Matters:

  • Airtable serves 500,000 organizations including 80% of Fortune 100, making platform reliability a widespread enterprise concern
  • The pivot illustrates a common AI-era tension: companies chasing new revenue streams while neglecting the products that built their customer base
Airtable Superagent Launch; $7B Valuation Loss; AI Agent Bet
Airtable launches Superagent, its first new product in 13 years, betting on multi-agent AI while enterprise customers complain about reliability issues.

AI Image of the Day

Credit: Midjourney

Prompt: charcoal sketch, a little girl, mackenzie foy, wearing a princess coat, photojournalistic, photography, Dreamers Waltz, a little girl, brigitte bardot, wearing a princess coat, photojournalistic, photography, pencil sketch, illustration, fantasy book cover, "Alice" written large letters, diane arbus, music notes, little girl with extra long blonde hair wearing a princess crown, brigitte bardot, she is wearing a pink princess coat, she is holding a tiny extra small white furry elf like creature with extra long pointed ears and is wearing a red cape, colors pink, mint, and lavender, pastel colors pinks and whites, alice in wonderland, white background --ar 2:3


Tesla Kills Model S and X to Build Robots That Don't Work Yet

Tesla is clearing production lines at Fremont this quarter to manufacture Optimus humanoid robots. On the earnings call, Musk admitted the robots aren't doing useful work anywhere.

The discontinued models account for just 3% of Tesla's deliveries. Combined sales of the S, X, and Cybertruck hit roughly 50,000 units last year, down 40% from the prior year. The factory pivot reflects Tesla's broader bet on robotics over vehicles.

That bet requires faith. Musk promised thousands of Optimus robots doing useful work by December 2025. The actual count: zero. "It's not in usage in our factories in a material way," he said. "We are still very much at the early stages." Mass production targets late 2026.

Tesla's core business keeps contracting. The company posted its first annual revenue decline. Profits dropped 46%. BYD outsold Tesla globally for the first time. The response: commit $20 billion in capital expenditure for 2026, more than double prior years, mostly for unproven robotics and a proposed semiconductor fab.

Why This Matters:

  • Tesla is betting survival on products 2-3 years from potential revenue while its vehicle business shrinks against intensifying competition
  • The pattern of ambitious announcements followed by missed deadlines raises questions about capital allocation and execution credibility
Tesla Ends Model S, X Production for Optimus Robots
Tesla discontinuing flagship vehicles to build Optimus robots. Musk admits zero robots doing useful work despite promising thousands. $20B capex plans.

What To Watch Next (24-72 hours)

  • Apple Q1 Earnings: Today at 5 PM ET. Analysts expect $138B revenue and focus on iPhone demand in China. Apple Intelligence adoption and Services growth are the wildcards. Options traders are pricing a 4% move either direction.
  • Samsung Full Earnings: Today. Preliminary numbers already showed profit tripled to a record 20.1 trillion won on AI memory demand. The division breakdown will reveal whether HBM4 qualification with Nvidia is on track for February shipments.
  • SAP Q4 Earnings: Today. Cloud revenue hit €21B (+23%) and AI drove two-thirds of Q4 cloud deals. The €10 billion share buyback announcement signals confidence. Watch for 2026 guidance on enterprise AI adoption.

The One Number

$70 million — Estimated revenue Anguilla collected from ".ai" domain registrations last year, up from $32 million in 2023. A Caribbean island of 15,000 people now funds 22% of its government budget by selling website addresses to AI startups. The best returns in tech sometimes come from being in the right place when ICANN handed out top-level domains in 1995.

Source: Sherwood News


🧩 Workflow of the Day


Workflow of the Day: "Never lose meeting action items again"

Who: Manager, project lead, or founder who runs 5+ meetings per week and watches action items evaporate.

Problem: Notes live in one app, tasks in another, follow-ups in your head. Accountability dies in the gap.

Workflow (with Fireflies + Notion):

  1. Connect Fireflies to your calendar so it auto-joins Zoom, Meet, or Teams calls.
  2. After the meeting, open the Fireflies dashboard. Review the AI-generated summary and action items.
  3. Click "Send to Notion" via the native integration. Action items land in a dedicated database with assigned owners.
  4. In Notion, add due dates and link each action to the relevant project page.
  5. Set a recurring Monday reminder to review the action items database and ping overdue owners.
  6. Search past meeting transcripts in Fireflies when someone claims "we never discussed that."

Payoff: Zero manual note-taking. Action items become tasks automatically. Meeting memory becomes searchable.

Gotcha: Fireflies bot must be admitted to calls. Some guests find it jarring. Brief attendees beforehand.

Tools: Fireflies | Notion


Better Prompting... Today: Dating Profiles That Sound Like You

Most AI-written dating profiles sound like AI wrote them. These prompts extract what makes you interesting without making you sound like everyone else.

The Story Extractor

"Interview me about my life with 5 specific questions. After I answer, identify the most distinctive details and write a dating bio that shows my personality through concrete examples, not adjectives. No one should be able to copy-paste this bio and have it fit them."

Best on: Claude (finds distinctive details) or ChatGPT (conversational interview style)

The Friend Ventriloquist

"My closest friends would describe me as [3 qualities]. For each quality, ask me for a specific moment or habit that proves it. Then write a profile that reveals these traits through the stories, not by stating them directly."

Best on: Claude (show-don't-tell writing) or ChatGPT (warm, approachable tone)

The Mismatch Detector

"Here's my current dating profile: [paste]. Based on what I've told you about myself, where does this profile oversell, undersell, or misrepresent who I actually am? What would someone expect from meeting me that they wouldn't get?"

Best on: Claude (honest critique without flattery) or ChatGPT (constructive feedback)

The goal isn't a perfect profile. It's one that attracts people who'll like the real you.


🧰 AI Toolbox

How to Transform Text into Professional Infographics with Napkin AI

Napkin AI turns your written content into polished visuals automatically. Paste text and get diagrams, flowcharts, timelines, and infographics ready for presentations or social media.

Tutorial:

  1. Go to the Napkin AI website and create a free account
  2. Paste your text content (blog post, report, or bullet points)
  3. Highlight a section you want to visualize
  4. Click "Spark" to generate visual options (diagrams, charts, infographics)
  5. Choose your preferred style and layout from the suggestions
  6. Customize colors, fonts, icons, and arrangement in the editor
  7. Export as PNG, SVG, or copy directly into presentations

URL: https://napkin.ai


AI & Tech News


Amazon Found Child Abuse Material in AI Training Data

Amazon reported hundreds of thousands of suspected CSAM instances found in AI training data to the National Center for Missing & Exploited Children in 2025. Child safety officials say Amazon has declined to disclose the original source of the contaminated data.

Memory Chip Shortage Expected to Last Until 2027

Samsung and SK Hynix warned that global memory supply shortages will continue until 2027, driven by unprecedented AI demand. The Korean giants issued the warning following record Q4 earnings fueled by HBM chip sales.

Alibaba Merges Autonomous Driving Unit in $2B Robovan Deal

Alibaba's logistics arm Cainiao is merging its self-driving unit with Chinese robovan company Zelos, creating a combined business valued at $2 billion. The merged entity will operate more than 20,000 autonomous vehicles.

SAP Stock Plunges 14% Despite Strong Q4

SAP shares tumbled more than 14%, the steepest decline in five years, despite reporting 27% profit growth and cloud revenue of €21 billion. Investors punished weaker-than-expected cloud backlog figures.

Walmart Doubles AI Referral Share as Retail Giants Battle

Walmart has doubled its AI referral share to 32.5% in the US, according to Similarweb data, as the retailer and Amazon pursue divergent strategies in agentic AI commerce.

60% of US Construction Firms Now Use AI

The construction industry is rapidly integrating AI tools for project management, with 60% of companies now using some form of AI technology according to IDC research.

Malaysia Data Center Capacity to Double by End of 2026

Malaysia's operational data center capacity is projected to more than double from 1,025 megawatts to 2,100 megawatts by year-end, according to JLL, underscoring the country's growing importance as a regional hub.

STMicro Signals Chip Recovery With Better-Than-Expected Outlook

STMicroelectronics reported flat Q4 revenue and a 66% operating income plunge, but forecast Q1 revenue of $3.04 billion, beating analyst estimates of $2.92 billion. The Tesla and Apple supplier sees signs of recovery.

SEC Tightens Rules on Tokenized Stocks

The SEC issued new guidance clarifying that tokenized stocks fall under securities regulations, warning that many stock tokens provide only synthetic exposure rather than genuine equity ownership.

China Executes 11 Myanmar Scam Ring Leaders

China carried out executions of 11 members of the Ming mafia family behind online scam centers on the Myanmar border. Five members of the Bai family also received death sentences.


🚀 AI Profiles: The Companies Defining Tomorrow

MiniMax

MiniMax builds generative AI for a Chinese audience. The Shanghai company makes models for text, voice, and video, plus consumer apps like Talkie that compete with Character.AI. 🇨🇳

Founders

Yan Junjie launched MiniMax in 2021 after serving as VP at SenseTime, China's AI surveillance giant. The timing was deliberate: ChatGPT hadn't landed yet, but the transformer revolution was underway. Yan bet that China would need homegrown foundation models, not just API wrappers around American tech.

Product

A full-stack generative AI company. Large language models power enterprise applications. Hailuo AI handles video generation. Talkie is the consumer play, an AI companion app competing for the parasocial AI market. The company positions itself as China's answer to OpenAI, with multimodal ambitions spanning text, voice, image, and video.

Competition

Brutal domestically. Baidu (Ernie), Alibaba (Qwen), ByteDance (Doubao), and Zhipu AI all chase the same enterprise contracts. Moonshot AI grabbed consumer attention. Internationally, DeepSeek emerged as the open-weight darling. MiniMax differentiates on multimodality and consumer engagement.

Financing 💰

Raised from Tencent and other Chinese tech giants at unicorn valuations. The January 2026 Hong Kong IPO raised $619M, pricing shares at ~$21.17. First-day trading surged 54%, signaling strong investor appetite for Chinese AI plays despite geopolitical headwinds.

Future ⭐⭐⭐⭐

MiniMax bet right on timing and execution. The IPO pop validates the thesis. Risks: regulatory uncertainty in China, US chip restrictions limiting compute access, and brutal domestic competition. But if China's AI market consolidates around a few winners, MiniMax has positioned itself as a survivor. The consumer apps provide distribution. The models provide leverage. 🐉

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