Ethan Mollick: frontier models outclass Google Home; Apple and Amazon stuck

emollick · x · 2026-11-16

Ethan Mollick argues frontier models can already reason about the state of your house — spotting anomalies, safety issues and solving problems from images with increasingly good spatial understanding. He sees Google well-positioned in the home hub space but notes Google Home's abilities lag far behind its models, while Apple and Amazon face a dilemma with lagging models and Chinese open-weights models looking unlikely.

Related event: Ethan Mollick: Home Hub Devices Lag Without Frontier AI Models(3 posts)→

Original post →

More from Embodied

Embodied channel →