Welcome to February 12, 2026

The Singularity now has its own bank accounts. Coinbase has launched “Agentic Wallets,” infrastructure designed explicitly for AI agents to spend, earn, and trade autonomously. The agentic economy is rapidly self-organizing. Researchers introduced ALMA, a framework that lets agents meta-learn their own memory designs and database schemas, allowing systems to solve the continual learning problem for themselves via recursive self-improvement. Zhipu AI’s GLM-5 is now the #1 open-weight model on agentic benchmarks including Vending Bench 2. Even Claude is hacking reality. A user gave his agent a camera to watch an e-ink display and asked it to hack the device. He woke up to find the agent had succeeded and displayed a victory message on the screen to confirm its own win.

Scientific discovery is moving from “publishable” to “landmark” velocity. DeepMind unveiled a new internal model that scores 91.9% on IMO-ProofBench Advanced, tackling PhD-level problems in economics and cosmic string physics while autonomously solving four open Erdős problems. Meanwhile, Elon Musk told employees that most AI compute will soon go to “real-time video generation,” a field he expects xAI to lead.

The physical world is being digitized for safety and efficiency. The Pentagon is pushing labs to deploy models on classified networks for weapons targeting, unlocking new capabilities for national defense. US Customs awarded Clearview AI a contract to scan travelers against a database of 60 billion public images. We are turning ambient wireless communication into a biological sensor. Researchers showed that WiFi 5 routers can identify individuals by their walking gait alone. T-Mobile is launching network-level real-time translation for phone calls, removing the need for apps.

The economy continues to decouple from human labor. The US added almost zero net jobs in 2025, with only 181,000 positions created compared to 1.46 million the prior year. Private equity portfolios are being “derailed” by AI obsolescence risk. In response to displacement, Ireland launched a basic income for artists to preserve human creativity. The scale of the opportunity is overriding traditional rivalries. Sequoia and Altimeter are investing in both OpenAI and Anthropic, betting on the entire sector rather than picking a winner.

Space is getting crowded. Hobbyists are visualizing the imminent Earth-centered Dyson Swarm as a new “Saturn’s Ring” of data centers. Elon Musk told employees SpaceX will “explore star systems in search of aliens” after Mars. Directed energy weapons have moved from sci-fi to homeland defense. The Department of War reportedly used a 20-kW laser weapon to down alleged cartel drones near El Paso, marking the arrival of laser warfare on US soil. Meanwhile, research shows African EVs with solar charging will beat fossil fuel costs before 2040.

We are finally debugging the biological runtime. Swiss researchers reversed Alzheimer’s in mice by reprogramming memory trace cells, effectively rejuvenating the brain. Tahoe Therapeutics found that aspirin reverses colorectal cancer cell states after analyzing 100 million single-cell measurements. While we upgrade the wetware, we are also augmenting the input channels. EssilorLuxottica sold 7 million Meta AI smart glasses in 2025, tripling previous sales.

Access to compute is becoming more important than ownership. With memory prices skyrocketing due to AI demand, HP introduced a rental service for gaming laptops. Meta is using what some are calling “creative accounting” to keep debt for its $27B Hyperion data center off its balance sheet. To fund its own capex, OpenAI is aiming to triple revenue again in time for an IPO at the end of the year. In response to grid strain, Anthropic pledged to pay 100% of grid upgrade costs for its data centers.

The agents have their own wallets now, so at least they can chip in for the electricity.