LLM update, RDW, Moltbot, World model and games, Key Earnings Reviews and more

What a way to end the first month! There were too many events that could handily be the event of the month, all happening within the same week, that we can’t even rank them all. Therefore, we won’t bother to recap any of them, but get right into recapping the week.

This week’s reports

LLM 2026: this could be year 1 of AGI. Among all the earnings previews, reviews, and market updates, we think this is the most important report we published this past week that you cannot miss. Market anxiety around an AI bubble reached its climax at the end of 2025, and the sentiment has clearly shifted with the launch of Claude Opus 4.5 and later Clawdbot. We believe this has marked another critical turning point of the AI industry, and this could be the first year of AGI, at least from a coding perspective. We also detailed on how NET could benefit from Clawdbot.

Space stocks series - RDW. Following our space economy primer, we are publishing the first stock coverage on RDW. We encourage you to go through this comprehensive deep dive for this shovel-seller in the space sector.