Agent Era Triggering the Great AI Market Reset?
16th Feb 2026 | Superintelligence Newsletter
Hey Superintelligence Fam 👋
Markets are trembling as AI agents rewrite the rules of enterprise software, triggering historic sell-offs. Meanwhile, ByteDance’s Doubao 2.0 and MiniMax 2.5 prove the reasoning race is now truly global warfare.
From Delhi’s landmark AI summit uniting Global South voices to open-source breakthroughs like LatamGPT and Qwen 3 Coder, this week signals a tectonic shift — sovereignty, speed, and intelligence are converging like never before.
Let’s dive into what’s new this week..
AI Doom Loop Triggers Market Sell-Off : Fears of AI replacing legacy software jobs have triggered a massive market sell-off. Investors are dumping SaaS stocks as new tools like Anthropic’s Claude Code threaten enterprise workflows, marking a pivotal sector rotation.
OpenAI Hires OpenClaw Founder : OpenAI has hired Peter Steinberger, creator of the viral OpenClaw agent, to lead its personal agent division. While Steinberger joins the giant, OpenClaw will transition into an independent, open-source foundation supported by Sam Altman.
Global Tech Titans Converge in Delhi : Tech leaders including Sundar Pichai and Sam Altman have gathered in New Delhi for the Global South’s first major AI summit. The event targets $100 billion in investments and features a massive expo for AI innovation.
Doubao 2.0 Enters the Agent Era : ByteDance has launched Doubao 2.0 to rival GPT-5.2, targeting complex “agent” tasks. Leading China with 155 million weekly users, the model offers superior reasoning and multi-step execution at a fraction of competitor costs.
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Seedance 2.0 : ByteDance’s multimodal video foundation model generating high fidelity 1080p sequences from text, image, audio and video inputs, enabling controllable motion dynamics, camera paths and soundtrack synthesis.
MiniMax 2.5 : MiniMax M2.5 advances frontier reasoning with large scale reinforcement learning, optimized tool use and coding benchmarks, delivering competitive GPT class performance at materially lower inference cost.
LatamGPT : Latin America’s open source LLM trained on billions of Spanish and Portuguese tokens, designed to reduce regional bias, improve cultural alignment and strengthen sovereign AI infrastructure.
Qwen 3 Coder Next : Alibaba’s open weight coding model optimized for agentic workflows, long context reasoning and high efficiency deployment, achieving near SOTA code benchmarks with reduced active parameters.
ALMA: Automated Meta-Learning of Memory Designs : Meta-learned memory design framework where a meta agent discovers executable code-based memory structures, enabling continual learning across four decision-making domains and outperforming fixed human-crafted baselines on all benchmarks.
LLaDA 2.1: Speeding Up Text Diffusion via Token Editing : Next-gen discrete diffusion LLM introducing Token-to-Token editing with dual Speedy and Quality modes, achieving up to ~892 tokens/sec on code benchmarks while applying the first large-scale RL framework for diffusion models.
SkillRL: Evolving Agents via Recursive Skill-Augmented Reinforcement Learning : Framework that distills trajectories into hierarchical skills and co-evolves them with policy via recursive RL, achieving ~89.9 % success on ALFWorld and ~72.7 % on WebShop, outperforming strong baselines by ~15 %.
India–AI Impact Summit 2026 kicked off in New Delhi as the first global AI gathering in the Global South with leaders shaping ethical frameworks for inclusive AI. A nationwide digital campaign promoted ethical, accountable AI use. UN Secretary-General Antonio Guterres and global policymakers reaffirmed commitment to ethical AI governance, while debates on safety and governance, including potential ‘Delhi Declaration’ principles, dominated discussions.
Open, multilingual, training-ready data that helps AI teams spend less time wrangling datasets and more time building models that actually ship.
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Until Next Time!
Superintelligence Team.