Gregory calls ADT’s sensor network valuable for AI as hosts discuss early agent use in food delivery

Farrell Gregory cited Thrive’s purchase of ADT as an example of a deal reflecting the value of edge infrastructure. He said ADT may have one of the world’s largest networks of cameras and other sensors capable of capturing novel data. Another participant suggested that robots may find uses in home security before they become effective at laundry or dishwashing. These are assessments of potential value and future applications, not reports of a launched product.

In a separate discussion, the hosts quoted DoorDash’s earnings call: the company said it had received only several hundred orders in total from personal AI agents such as Muse. One host said the area was still early, while noting that DoorDash, like Walmart and Shopify, offers an API and CLI. The participants suggested agents might be more useful for recurring tasks—such as choosing an office lunch every day—than for merely replacing a button press. This was a discussion of prospects and limited current usage, not a claim of broad adoption.

A host also recounted a post by Philip Jackson: according to the account, he hired Muse to sue on his behalf; after being served, the company offered a settlement within 20 minutes and paid within 10 days, including recovery expenses. The account also said Muse filed a motion to dismiss. This is a single reported example of an agent being used in a legal dispute, as relayed by a show participant.