🚀 Welcome to AI Unraveled (Weekly Rundown: Feb 1st – Feb 8th, 2026): Your strategic briefing on the business, technology, and policy reshaping artificial intelligence.
This week, the AI landscape shifted dramatically with SpaceX's $1.25 trillion acquisition of xAI and dueling model releases from OpenAI and Anthropic that redefine coding and agentic capabilities. We also track a massive $300 billion software stock crash, Amazon's $200 billion infrastructure bet, and the security meltdown of the viral "Moltbook" agent social network.
Key Topics:
💰 The Trillion-Dollar Consolidation
SpaceX Acquires xAI: A historic merger creates a $1.25 trillion private giant. The goal? Launching data centers into orbit to solve Earth's energy crisis.
Amazon's $200B Bet: Amazon commits $200 billion to AI infrastructure in 2026, causing its stock to dip but signaling a massive long-term play.
Alphabet's $185B Plan: Google's parent company isn't far behind, pledging up to $185 billion for data centers and servers.
⚔️ The Model Wars: Dueling Releases
OpenAI GPT-5.3-Codex: A self-improving coding model that helped debug its own training. It’s faster, smarter, and rated "High Risk" for cybersecurity.
Anthropic Opus 4.6: Features "Agent Teams" for collaborative work, a 1M token context window, and direct integration into Microsoft Office.
Sam Altman vs. Anthropic: A public spat erupts after Anthropic mocks ChatGPT's ads in a Super Bowl commercial.
📉 Markets & Disruption
The SaaS Massacre: Software stocks (LegalZoom, Thomson Reuters) plunge, wiping out $300 billion in value as investors realize AI agents can replace traditional software tools.
Microsoft Copilot Crisis: Usage drops to 11.5% as users flock back to ChatGPT and Gemini due to confusion and bugs.
🤖 Agents & Security
Moltbook Exposed: The viral "AI social network" leaked 1.5 million API keys and was revealed to be mostly humans faking agent autonomy.
OpenAI "Frontier": A new platform treating AI agents like employees, complete with onboarding and performance reviews.
Gemini "Screen Automation": Google's AI will soon tap and scroll your phone to book rides—but you are liable for its mistakes.
🍎 Apple & Consumer AI
Apple CarPlay AI: Apple opens CarPlay to third-party voice apps like ChatGPT and Claude, ending Siri's monopoly.
Apple vs. Chipmakers: Nvidia outbids Apple for TSMC capacity, forcing the iPhone maker to look elsewhere for chip manufacturing.
Keywords
SpaceX xAI Merger, GPT-5.3-Codex, Claude Opus 4.6, Amazon AI Spending, SaaS Stock Crash, Moltbook Breach, OpenAI Frontier, Apple CarPlay AI, Waymo Genie 3, Sam Altman Super Bowl Ad.
🚀 Reach the Architects of the AI Revolution
Want to reach 60,000+ Enterprise Architects and C-Suite leaders? Download our 2026 Media Kit and see how we simulate your product for the technical buyer: https://djamgamind.com/ai
Connect with the host Etienne Noumen, Senior Software Engineer and passionate Soccer dad from Canada
LinkedIn: https://www.linkedin.com/in/enoumen/
Youtube: https://youtube.com/@enoumen
X: https://twitter.com/enoumen
Email:
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