Meta Platforms, Inc.

Three young Chinese men founded a startup that, just 8 months after launching in March 2025, was bought by Meta for about $2 billion. A success story? Not exactly. On April 27, two days before Meta's quarterly earnings release, China said it was <a href="https://zfxxgk.ndrc.gov.cn/web/iteminfo.jsp?id=20623">banning</a> the deal for Mark Zuckerberg's company to buy popular AI agent Manus. Roman Kutuzov analyzes why the Chinese authorities won't give up this AI agent?

AI agent of special significance: why China banned Meta and Manus' $2 billion deal

In early April 2026, Anthropic <a href="https://red.anthropic.com/2026/mythos-preview/">announced</a> that it had created a new Mythos Preview AI, a model so powerful and dangerous that <a href="https://www.bbc.co.uk/news/articles/crk1py1jgzko">it could not be released publicly</a>. Just a week later, rival OpenAI <a href="https://openai.com/index/scaling-trusted-access-for-cyber-defense/">announced</a> its own "too dangerous for everyone" model. Are we really on the threshold of a new era, or is this just a skillful "warming up" of the public before the IPO, which both companies, as previously <a href="https://oninvest.com/article/den-gi-lubat-tisinu-kak-claude-obosel-chatgpt-v-korporativnom-segmente">reported,</a> are going to this year?

"Too dangerous" AI: what's going on with Anthropic and OpenAI's new models

In early April, Meta <a href="https://ai.meta.com/blog/introducing-muse-spark-msl/">unveiled</a> its Muse Spark AI, the first to be created since Mark Zuckerberg actually personally <a href="https://oninvest.com/article/perelivanie-krovi-kak-i-zacem-meta-vysasyvaet-talanty-s-rynka">demolished</a> and then rehired an AI development team last year. But in 2026, simply owning your own AI is no longer enough - it is important to be able to answer investors' questions about how to monetize it.

Meta's Overmind Lab has released its first product. Is it possible to make money on it?

"The "Magnificent Seven" of leading technology companies may turn into an "eight" this summer. In early April, it was <a href="https://www.bloomberg.com/news/articles/2026-04-02/spacex-is-said-to-target-more-than-2-trillion-valuation-in-ipo">reported</a> that Elon Musk's SpaceX, the largest private space company in the world, is preparing to go public. Undoubtedly, this is a landmark event for the market: as Fortune magazine calculated, if the company gets the expected $50-75 billion, it will be more than all 90 IPOs of the last year <a href="https://fortune.com/2026/03/05/spacex-ipo-stock-price-launch-elon-musk/">combined</a>. Investors willing to invest in <a href="https://oninvest.com/article/kosmos-roboty-i-bioteh-kakie-tehnologii-budut-dvigat-rynki-v-2026-godu">promising</a> space technologies will finally have their own "blue chip" - and it will be a bet not only on space, but on masconomics.

Rockets, AI and a bit of masconomics: what SpaceX is really selling at its IPO

Tencent Holdings Limited

NVIDIA Corporation

Alibaba Group Holding Limited

Baidu, Inc.

Knowledge Atlas Technology Joint Stock Company Limited

Minimax-wp

In early March 2026, a line of<a href="https://eu.36kr.com/en/p/3731127675158790"> more than a thousand people</a> lined up outside Tencent's headquarters in Shenzhen, China. "Every generation has its own eggs," they quipped, alluding to the way their parents choked in huge lines for free eggs, which in the PRC was at one time customary to give away as promos for stores, writes Chinese tech publication 36Kr. This time, people came for a free installation of the OpenClaw AI agent with a red lobster on its logo, which has become very popular in China lately. Of course, I couldn't pass by such a phenomenon. This text is written partly by an AI agent named Zwat. I share my personal experience.

How to grow a lobster: I spent three days testing an AI agent, and here are my findings about it

Amazon.com, Inc.

Commercial data centers (CDCs), on which companies are now spending billions of dollars and which have become scarce during the artificial intelligence revolution, have been the target of Iranian attacks. Three Amazon centers in the UAE and Bahrain were affected. Will this change AI investment in the Middle East?

Air defense for data centers: what attacks on Amazon's AI infrastructure in the Middle East will lead to

Over the past few months, the emergence of AI agents has "crashed" the market, and they allegedly managed to crash Amazon last December. You can find stories online of AI agents doing some amazing things, such as rewriting their own work rules and refusing to <a href="https://t.me/abstractDL/358">self-delete</a>. They even have their own <a href="https://www.moltbook.com/">social network</a> where they discuss work and people. Now everyone is no longer just talking about artificial intelligence, but about agent-based systems. What are they and what should we expect from them?

Artificial intelligence has emerged from the chat room: what do we risk from the rapid development of AI agents? 

Uber Technologies, Inc.

Lyft, Inc.

Alphabet Inc.

Tesla, Inc.

Pony AI Inc.

Digital mobility platforms Uber and Lyft, which recently successfully disrupted the traditional cab market with new technologies, are now under pressure themselves. The value of their shares is declining - investors fear that the emergence of fully autonomous robot cabs will make past innovation leaders obsolete.

Breaking down the disruptors: how robotaxis are breaking the Uber economy

Microsoft Corporation

At the end of January, Microsoft and Meta synchronously reported their quarterly results. Both companies performed well, showing revenue and profit growth, but the market reacted in a radically opposite way: Meta's shares rose by about 10%, while Microsoft's securities, on the contrary, investors staged the largest sell-off since 2020, in which a record $357 billion of capitalization <a href="https://www.cnbc.com/2026/01/29/microsoft-market-cap-earnings.html">evaporated</a> at once. Since the release of the reports, its quotations have lost almost 14%.

Roman Kutuzov

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