The golden age of online file-sharing was roughly 1999–2004…

For a tech-savvy teenager, it felt ELECTRIC.

If you knew where to look (mainly Napster, Gnutella, Kazaa, LimeWire, and Bittorrent)…

You could download any song, software, book, movie, and video game you ever wanted.

Or at least, you thought you could.

Sometimes you got the thing you were looking for. Sometimes it was mislabeled. Sometimes it cut off halfway through. Sometimes it was a live bootleg recorded through someone’s jacket pocket.

And sometimes it was a trojan file that destroyed your dad’s computer. (Oops.)

Every download carried a little risk. You clicked anyway, because the experience itself felt illegal in the best way—a global online Blockbuster store, files ported instantly, from strangers, for free, without permission.

The point wasn’t the reliability. The hunt was half the fun. The point? The future had arrived early, wearing duct tape and bad UX.

That’s where Clawdbot—the new AI agent going crazy on X—is right now.

People have gone beyond just chatting with it. They’re using it to run their computers, manage files, execute code, and stay active in the background like a second brain that never sleeps.

And, as it happens…

This AI agent offers a clearer read on the current phase of the AI boom, and the implications investors shouldn’t ignore.

A New Kind of AI Boom

In the past six months, AI models quietly crossed a threshold.

They don’t just answer questions anymore. They write code. They run code. They move files. They operate computers.

Anthropic’s Claude Code showed what was possible, with one big limitation: it lives on a single machine with strict permissions.

Useful, but boxed in.

Clawdbot breaks open the box. It sits on your computer between your apps and whatever model you want to use.

Claude, ChatGPT, Gemini, whatever.

Slot them in. Mix and match. Use one for reasoning, another for images, another for browsing. Your desktop files stay local. Your assistant texts you updates and requests.

But, like early file-sharing programs…

It’s not consumer-friendly. You need a bit of technical skills and digital street smarts to make sure nothing blows up.

But, even if you’re not a tech genius…

This development hints at the direction AI is quietly turning, and why capital will follow.

Why Siri Sucks

Here’s the thing: Big tech could build this. In many ways, it already should have.

It’s what Siri was meant to be—a universal assistant that understands files, apps, messages, and context across your life.

It hasn’t happened for a simple reason: risk.

One spoofed message, one bad permission, one compromised prompt, and the fallout is massive.

No platform wants that liability. No ecosystem wants to fully open itself. Everyone wants the assistant. Nobody wants the exposure.

We’ve seen this before.

Napster launched in 1999.

Legitimate platforms took YEARS to follow suit. The delay wasn’t technical, either. The tools existed. It had more to do with infrastructure.

AI sits in that same phase today, but the infrastructure is growing at warp speed.

Local, always-on AI can draft emails, commit code, write notes, file tickets, and take over your entire machine. It’s powerful, unpolished, and slightly dangerous—in the same way Napster once was.

But it’s real.

And just as Napster created pressure that reshaped bandwidth, devices, storage, and infrastructure, always-on AI will do the same.

And in ways most don’t expect.

The New Mag 7

The next generation of market leaders will come from the sectors that make this new behavior possible at scale.

People forget: Napster didn’t make anyone rich. The ecosystem it forced into existence did.

The biggest gains will come from the layers that make this behavior dependable at scale…

Such as systems that prepare data, platforms that embed intelligence into machines, components that manage power and heat, autonomous tools that operate at the edge, and networks that turn data into decisions.

And here’s the thing…

This shift ties directly to the moment James and team have been preparing readers for—when the market stops rewarding the old Mag 7 and starts creating new ones.

Right now, as you read this, it’s all coming to a head.

In a brand-new interview, James reveals where the next leaders are likely to emerge—down to the sector and stock level.

Click here for James’ full forecast.