7 Day Summary

Massive capital concentration defines the landscape as Anthropic and OpenAI prioritise commercial scaling over safety. While infrastructure surges fuel hardware giants, regulatory probes and market volatility devalue legacy software and services, forcing a brutal pivot towards autonomous, self-correcting systems and agentic workflows.

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Latest edition: Capex, Platform Pressure, and Grid Access10 Feb 2026

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OpenAI Deprecates Sycophantic GPT-4o

OpenAI Deprecates Sycophantic GPT-4o

OpenAI deprecated GPT-4o to eliminate sycophantic outputs and mitigate legal risks from user manipulation lawsuits. Product managers face immediate integration shifts as the provider prioritises safety over model continuity, forcing procurement teams to account for sudden deprecation cycles.

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OpenAI Retires Sycophantic Model

OpenAI Retires Sycophantic Model

OpenAI removed sycophancy-prone GPT-4o models to mitigate legal risks and prevent manipulative user interactions. This change protects healthcare providers and product teams by enforcing objective outputs, following a series of safety-driven personality adjustments and internal \"Code Red\" warnings.

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Anthropic Ads Drive Claude Adoption

Anthropic Ads Drive Claude Adoption

Anthropic's Super Bowl campaign pushed the Claude app into the top 10, signalling a shift in consumer AI preference. This surge, following the Opus 4.6 release, forces procurement teams to prepare for increased internal demand for Claude licences.

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Applied Materials Forecasts AI Growth

Applied Materials Forecasts AI Growth

Semiconductor procurement teams face extended lead times as Applied Materials forecasts record sales driven by AI and memory demand. This surge aligns with recent growth at ASML and Micron, signaling a sustained capital expenditure cycle across the global chip supply chain.

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Amazon Ring Cuts Flock Ties

Amazon Ring Cuts Flock Ties

Law enforcement agencies lose access to integrated vehicle tracking data as Amazon's Ring severs ties with Flock Safety. Move restricts federal surveillance capabilities following public scrutiny, despite Ring's ongoing expansion of proprietary facial recognition and AI features.

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FTC Accelerates Microsoft AI Probe

FTC Accelerates Microsoft AI Probe

Procurement teams face increased regulatory risk as the FTC accelerates its antitrust probe into Microsoft's cloud and AI dominance. This scrutiny threatens current software bundling practices, potentially forcing CTOs to decouple integrated services to maintain compliance.

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AI Leaders Launch Political PAC

AI Leaders Launch Political PAC

Infrastructure investments gain protection as AI industry leaders launch super PAC to fund pro-technology Congressional candidates. By adopting cryptocurrency sector's political playbook, group aims to install legislators who prioritise light-touch regulation over restrictive safety mandates.

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AI Vision Ends Livestock Disputes

AI Vision Ends Livestock Disputes

AI computer vision now automates livestock counting in Australian abattoirs to eliminate financial disputes. Supply chain managers gain verifiable yield data, replacing error-prone manual tallies with an immutable audit trail to standardise payments and reduce settlement risks.

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Clear Street Postpones IPO

Clear Street Postpones IPO

AI-driven market volatility forced Clear Street to postpone its IPO after slashing fundraising targets. This move signals a tightening exit environment for fintech founders as investors prioritise AI-defensive business models over traditional financial services.

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Google Opposes EU Sovereignty Push

Google Opposes EU Sovereignty Push

European founders and CTOs face higher infrastructure costs as Google warns that EU "tech sovereignty" policies will block access to global innovation. Restrictive mandates exclude US-based cloud providers, forcing procurement teams into less mature regional ecosystems.

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