📋 Weekly Summary

The transition into 2026 has been marked by seismic shifts in capital and competition. SoftBank redefined the landscape with a massive $40 billion investment in OpenAI, while Google surged past its rival in user metrics, prompting a “code red” at OpenAI. The industry is bracing for a historic year of IPOs with combined valuations potentially exceeding $1.5 trillion. Meanwhile, CES 2026 signaled the arrival of physical AI, with Boston Dynamics and LG debuting next-gen robotics. DeepSeek continued to challenge Western dominance with efficient architecture, and Agentic AI became the new standard for interoperability.