Ai — Archive

AI Newsletter

In February/March 2026, the AI industry is experiencing simultaneous escalation on three levels: financial, geopolitical, and technological. With OpenAI's $110 billion round, the SpaceX-xAI merger, and $650 billion in Big Tech capex, capital is concentrating among few actors at a speed that far exceeds regulatory capacity. The Anthropic-Pentagon conflict marks a turning point where state actors are actively undermining AI safety norms – with the effect that even the more safety-oriented labs are abandoning their core promises. Technologically, the shift from passive AI assistants to autonomous agent systems is happening faster than expected, structurally threatening existing business models (SaaS, knowledge work). Strategically, this means: whoever fails to develop a clear Agentic AI strategy in 2026 risks disappearing as an infrastructure layer in a stack controlled by a few hyperscalers.