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Capital Pledges and Safety Boundaries24 Feb 2026

7 Day Summary

The tech world is grappling with AI's rapid evolution: from Anthropic's agentic tools challenging legacy tech and Google's Gemini music generation to Apple's screenless AI wearables. Simultaneously, India is aggressively investing in AI infrastructure, while the US and China vie for dominance. However, concerns persist regarding data privacy, job displacement, and the need for robust ethical frameworks, as seen in the EU's ban on native AI and the Pentagon's scrutiny of Anthropic.

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IBM Shares Plunge on AI

IBM Shares Plunge on AI

IBM shares plunged 13% after Anthropic announced its Claude Code tool modernises COBOL, a language central to IBM's mainframe business. This demonstrates AI's direct impact on legacy technology valuations and shifts unit economics for traditional service providers.

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Utah Advances AI Transparency Bill

Utah Advances AI Transparency Bill

Utah's Artificial Intelligence Transparency Act mandates frontier AI developers publish safety and child protection plans. Product and legal teams must integrate detailed safety planning and disclosure into development lifecycles, aiming to strengthen public trust.

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Firefox Adds AI Control Switch

Firefox Adds AI Control Switch

Firefox 148 introduces an "AI kill switch," giving users persistent control to disable AI features like chatbot prompts and summaries. This establishes a precedent for explicit user choice in browser-based AI, impacting adoption metrics and monetisation strategies for product and platform teams.

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AI Models Challenge Academic Output

AI Models Challenge Academic Output

AI models are challenging established intellectual domains, with Anthropic's Claude demonstrating the ability to draft a publishable academic paper. This shifts the cost curve for knowledge production, forcing a re-evaluation of human intellectual labour against advanced AI capabilities.

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Wolfram Offers LLM Foundation Tool

Wolfram Offers LLM Foundation Tool

Wolfram now offers its computational tech as a foundation tool for LLMs, introducing Computation-Augmented Generation (CAG). This provides LLM system architects a direct mechanism to integrate precise computation and knowledge, addressing inherent model limitations in factual accuracy and deep calculation.

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Lightricks Splits AI, Consumer Apps

Lightricks Splits AI, Consumer Apps

Lightricks' split of Facetune from its LTX AI platform shows how investor demand for pure-play AI drives corporate restructuring. Distinct market valuations for traditional software and high-growth AI ventures now force strategic realignments, even for profitable legacy businesses.

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India Forms Trilateral AI Partnership

India Forms Trilateral AI Partnership

India, Italy, and Kenya's trilateral AI partnership shifts development and governance towards the Global South. It deploys sovereign AI pathways across Africa, using India's digital public goods to scale voice-enabled solutions for low-connectivity and local languages, creating new opportunities for founders and procurement teams.

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ASML Boosts EUV Chip Output

ASML Boosts EUV Chip Output

ASML's new EUV light source boosts power to 1,000W, enabling 50% more chips by 2030 and reducing per-chip costs. This advance will increase manufacturing capacity and impact semiconductor supply chains, solidifying ASML's market dominance.

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OpenAI Forms Frontier Alliances

OpenAI Forms Frontier Alliances

OpenAI's Frontier Alliances with major consulting firms shift enterprise AI focus to practical agent implementation. This creates a complex vendor landscape for procurement teams, given existing consultant partnerships with rival AI providers. Interoperability and potential lock-in become key considerations.

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Goldman Sachs: AI Zero GDP

Goldman Sachs: AI Zero GDP

Goldman Sachs reports AI investment contributed "basically zero" to US GDP growth in 2025. This challenges narratives of immediate domestic economic uplift, stemming from imported equipment and a lack of reliable productivity measurement.

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Equity Boycotts BBC AI Survey

Equity Boycotts BBC AI Survey

Union opposition to AI use in public consultations establishes a new constraint on government and public sector AI adoption. Procurement teams deploying AI for public engagement now face increased scrutiny from organised labour regarding data aggregation and workforce representation, potentially delaying AI tool deployment.

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SabPaisa Engineers Cut Build Times

SabPaisa Engineers Cut Build Times

Engineering teams can now deliver solutions significantly faster, as SabPaisa engineers report AI coding tools cut development timelines from a year to one week. This shift enables smaller teams to achieve disproportionate output, creating a competitive constraint for those not adopting AI.

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Philippine Camp Boosts AI Skills

Philippine Camp Boosts AI Skills

Workforce readiness for AI-driven roles becomes a critical differentiator. Philippine Coding Camp trained over 1,000 students and educators in Generative AI, addressing the growing demand for certified AI proficiency and evolving job market needs.

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CEOs Delegate Decisions to AI

CEOs Delegate Decisions to AI

CEOs are increasingly delegating data-heavy decisions to AI in 2026, impacting forecasting, pricing, and operations. This shift demands clear boundaries between AI-influenced tasks and human judgment, maintaining oversight for strategic and ethical decisions.

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Buterin Advocates AI DAO Governance

Buterin Advocates AI DAO Governance

Vitalik Buterin proposes AI assistants for DAO governance, boosting engagement and efficiency. This shifts governance to AI-augmented participation for architects and founders. Implementing such systems demands secure data privacy and security solutions to prevent new attack vectors.

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India Lacks AI Regulatory Framework

India Lacks AI Regulatory Framework

India's lack of comprehensive AI regulation creates a legislative vacuum, leaving private establishments without a clear roadmap and increasing risk for procurement teams and founders deploying AI solutions, contrasting with global moves towards binding frameworks.

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Bengaluru AI Cuts Crime Rates

Bengaluru AI Cuts Crime Rates

Bengaluru police deployed AI, cutting emergency dispatch times by 2-2.5 minutes. This, with increased night patrolling, reduced robbery by 47% and chain snatching by 53% in 2025. The system demonstrates AI's impact on public safety outcomes through efficiency and enhanced policing.

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Granite Asia Funds AI IPOs

Granite Asia Funds AI IPOs

Wealth managers gain a new mechanism to offer clients direct exposure to Asian AI IPOs, expanding investment avenues in high-growth technology. Granite Asia closed a $110 million AI IPO fund for DBS Group's wealth clients, providing a curated entry point into AI company listings.

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AI Transforms India's Election Campaigns

AI Transforms India's Election Campaigns

AI-generated content is reshaping India's elections, enabling political parties to reach voters cheaply but also fueling widespread misinformation. Electoral integrity is at risk, demanding new detection tools and challenging public trust in political narratives.

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Google Trains 6M US Educators

Google Trains 6M US Educators

Google's initiative to train 6 million US educators on AI tools like Gemini and NotebookLM reduces a significant barrier to technology adoption. This free, comprehensive programme offers standardised training, directly impacting personalised learning for 74 million students and cutting costs for school administrators.

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