3 Shifts Edition (Jan 30 2026): OpenClaw & open-source AI agents, AI is making new formulations & materials, The world model race Artwork

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6Pages Market Shifts

3 Shifts Edition (Jan 30 2026): OpenClaw & open-source AI agents, AI is making new formulations & materials, The world model race

January 31, 2026 • 6Pages

0:00 | 32:44

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].

First, open-source AI agent OpenClaw – otherwise known as “Claude with hands” – has become the latest viral sensation. It’s open-source, runs locally, controlled through chat, and has shell access, which means it can do just about anything – including bad things.

Next, AI seems to be making real progress in new formulations and materials. A broad array of examples have emerged in consumer and industrial products from new scents to new coatings – including, notably, battery chemistries, pharmaceuticals, and superconductors.

Finally, the race to build world models is on, with players like Google DeepMind, Nvidia, xAI, Meta, and myriad startups like Yann LeCun’s AMI Labs in the ring. Some of the smartest researchers believe world models may be the key to unlocking AI’s next frontier.

Enjoy.

Tam

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