Muse Wonder: Meta Is Back in the AI Race | Lightwork

Meta and Google are making their next moves in the race for frontier AI, Apple is pushing deeper into the smart home, and SpaceX wants to become a major player in mobile. Claire and Josh discuss Meta’s Muse Wonder and Wonder Full models, including the company’s focus on active memory, persistent agents, and keeping its most capable model inside the Muse ecosystem. They also examine Google’s Gemini 4 Argon and its strengths across professional workflows, vision, coding, spatial reasoning, and long-running tasks. Then, they look at Apple’s HomeView and why privacy, personalization, and ambient intelligence could give Apple an opening in the AI-powered home. Plus, they unpack what SpaceX would actually need to become a major U.S. wireless carrier and how a company that controls satellites, spectrum, and broadband could reshape the telecom market. Chapters: 0:00 Welcome to Lightwork 1:04 Meta Muse Wonder vs. Google Gemini 4 5:00 Why AI Agents Need Memory and Focus 6:23 Gemini’s Advanced Reasoning and Task Automation 8:37 Apple HomeView: Siri Comes Home 11:33 AI Privacy and Smart Homes 16:52 SpaceX’s Plans To Be a Carrier 22:12 Lightspeed Universe Stay in touch: www.lsvp.com X: https://twitter.com/lightspeedvp LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/ Instagram: https://www.instagram.com/lightspeed/ The content here does not constitute tax, legal, business or investment advice or an offer to provide such advice, should not be construed as advocating the purchase or sale of any security or investment or a recommendation of any company, and is not an offer, or solicitation of an offer, for the purchase or sale of any security or investment product. The views expressed by our guests do not necessarily represent the views of Lightspeed. For more details please see lsvp.com/legal. SpaceX’s Plan to Become Your Phone Company | Lightwork https://youtu.be/mhdGmjJH8OU