Investors Prioritise Asset-Heavy Stocks
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Investors Prioritise Asset-Heavy Stocks

Citrini Warns India IT Exports
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Citrini Warns India IT Exports

Anthropic Alleges Model Distillation
Featured

Anthropic Alleges Model Distillation

AI Not Boosting Macro Productivity
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AI Not Boosting Macro Productivity

ASML Boosts EUV Chip Output
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ASML Boosts EUV Chip Output

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Capital Pledges and Safety Boundaries24 Feb 2026

7 Day Summary

Investors are shifting capital from AI-focused firms to asset-heavy stocks, reflecting market concerns about speculative growth. This reallocation, alongside warnings about India's IT export vulnerability, highlights a market recalibration. Meanwhile, the film industry's AI adoption accelerates, and the limited impact of AI on macroeconomic productivity is evident.

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Investors Prioritise Asset-Heavy Stocks

Investors Prioritise Asset-Heavy Stocks

Capital reallocations will redefine valuation metrics for technology companies, particularly those with high AI exposure. Investors are shifting towards asset-heavy stocks, prioritising tangible assets and profitability over speculative growth, potentially constraining capital access for pure-play AI ventures.

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Citrini Warns India IT Exports

Citrini Warns India IT Exports

Citrini Research reports India's $200B IT export industry faces accelerating contract cancellations. AI coding agents erode its labour arbitrage model, impacting procurement teams' software development costs. This could destabilise India's rupee and macroeconomic stability.

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Police Arrest AI Summit Protester

Police Arrest AI Summit Protester

Police arrested Youth Congress President Uday Bhanu Chib and seven others for a "shirtless" protest at the India AI Impact Summit. This event reveals security vulnerabilities at high-profile tech events, requiring robust, multi-layered vetting beyond basic digital credentials for access.

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Anthropic Alleges Model Distillation

Anthropic Alleges Model Distillation

Allegations of industrial-scale model distillation by Chinese AI companies on Anthropic's Claude models raise significant national security and intellectual property concerns. This activity, involving millions of exchanges, highlights a critical gap in international AI governance and model protection.

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Film Industry Adopts AI Tools

Film Industry Adopts AI Tools

The film industry is rapidly integrating AI, with 90% of French professionals using AI tools by early 2025. This shift accelerates job displacement for junior roles and voice actors, while creating complex intellectual property and authorship challenges for legal architects and regulatory bodies.

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AI Not Boosting Macro Productivity

AI Not Boosting Macro Productivity

Despite rising AI adoption and micro-level efficiency gains, AI has not yet delivered a significant macroeconomic productivity boom. Underlying productivity, excluding infrastructure investment, remains near zero, challenging claims of broad economic impact.

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Eliza Labs CEO Declares AGI

Eliza Labs CEO Declares AGI

Eliza Labs CEO Shaw Walters declares current AI systems meet his AGI definition. He warns autonomous agents, embedded in platforms like Coinbase's "Agentic Wallets," introduce significant security risks due to human-like fallibility, shifting security architects' risk profile.

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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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