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RSN03108.07.2026.09.00.WED6 MIN READ

Agents Everywhere, Silicon Locked In & AI Reality Checks

This week felt like another clear signal that AI is moving from “chat window” to “working layer.” Claude is going mobile and cloud-native with Co-work. Notion is turning agents into a separate app. Apple is locking in Broadcom through 2031. South Korea’s market is warning that AI stocks can still overheat. And India and Japan are treating AI, metals, energy, and defense as one connected strategic system.

The story is not just better AI. The story is where power is moving.

By Ritik Sharma · Founder, Aooma
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01

Claude Cowork Moves to Mobile, Web and the Cloud

AI work is starting to follow us across devices, not stay trapped inside one app.

What’s Happening: Anthropic is bringing Claude Cowork to mobile and web, starting with Max subscribers before expanding to other plans. Co-work sessions now run in the cloud by default, so Claude can keep working even when your laptop is closed. Scheduled tasks can also run when none of your devices are online, and Claude can notify your phone when it needs review or approval.

Why it matters to you: This is the kind of AI shift that actually matters for operators. The future is not just asking a model question. It is giving work to an agent, letting it continue across devices, then stepping in only when judgment is needed. For founders, consultants, and builders, this starts to look like real leverage.

Why it matters to the world: Work software is being rebuilt around persistent AI agents. The companies that win will not only have the smartest models. They will own the workflows, context, approvals, notifications, and trust layer around daily work.

02

Notion Launches a Dedicated Agents App

The workspace is becoming a conversation with agents.

What’s Happening: Notion has launched a new iPhone app called Notion Agents. Unlike the main Notion app, this one is focused on chatting with custom agents or connected models like ChatGPT, Gemini, and Claude. Users can ask questions, capture text, photos, and voice notes, and let agents organise or act on that information.

Why it matters to you: This is a strong product move. Notion is separating “where work lives” from “how work gets done.” The app is no longer just the destination. The agent becomes the front door. For how I think about company documentation, internal memory, Aooma systems, and operating workflows, this is very relevant.

Why it matters to the world: Productivity apps are becoming agent platforms. Notes, docs, databases, project management, search, and automation are all collapsing into one interface. Whoever owns the workspace context may end up owning the practical agent layer for teams.

03

Broadcom Locks In Apple Through 2031

Even Apple’s control strategy still depends on long-term silicon partnerships.

What’s Happening: Broadcom has extended its chip partnership with Apple through 2031. The deal keeps Broadcom positioned as a key Apple supplier for custom chips, including areas tied to connectivity and Apple’s broader silicon roadmap. It also reduces fears that Apple would quickly replace Broadcom with fully in-house alternatives.

Why it matters to you: Apple is one of the best examples of vertical integration in modern business. But this deal shows something important: control does not mean doing everything yourself. It means knowing what to own, what to partner on, and where the long-term leverage sits.

Why it matters to the world: The AI era is also a silicon era. Devices, cloud systems, edge AI, wireless performance, and national supply chains all depend on deep chip partnerships. Apple and Broadcom locking in a multi-year relationship shows how far ahead serious companies now have to plan.

04

South Korea’s KOSPI Falls as Chip Stocks Face AI Doubts

The AI boom is real, but markets are starting to ask harder questions.

What’s Happening: South Korea’s KOSPI dropped nearly 5% as major chipmakers like Samsung Electronics and SK Hynix slumped. The selloff came despite strong profit expectations from Samsung, showing that investors are worried about whether AI-driven chip earnings can keep justifying massive stock gains.

Why it matters to you: This is a reminder that great technology and great investing are not the same thing. AI can still be the most important platform shift of our lifetime, while AI-linked stocks become overpriced in the short term. The market does not reward the story forever. Eventually, it asks for proof.

Why it matters to the world: South Korea is central to the global semiconductor supply chain. When its chip giants fall, it becomes a global AI signal. The world is now heavily exposed to memory, GPUs, data centres, and infrastructure spend. The next phase of AI will be judged not only by demos, but by margins, earnings, capacity, and sustainability.

05

India and Japan Sign Pacts on AI, Metals and Energy

AI strategy is becoming national strategy.

What’s Happening: India and Japan have signed agreements covering artificial intelligence, metals, energy, defense, and economic security after talks between Prime Minister Narendra Modi and Japanese Prime Minister Sanae Takaichi. The two countries also moved forward on economic security and their first defense co-development project.

Why it matters to you: This is a big India signal. India is not only trying to be a software and services power. It is positioning itself across AI, energy security, minerals, defense, manufacturing, and strategic supply chains. Japan brings precision technology, capital, and industrial depth. India brings software talent, scale, and geopolitical weight.

Why it matters to the world: AI does not exist alone. It needs chips, minerals, energy, manufacturing, defense stability, and trusted supply chains. India and Japan deepening cooperation shows how the Indo-Pacific technology map is being redrawn. The future of AI will not only be shaped in Silicon Valley. It will also be shaped in New Delhi, Tokyo, Seoul, Taipei, Canberra, and Washington.

In closing

This week showed me that the AI race is no longer only about who has the best model. It is about who controls the agent interface, who owns workplace context, who secures silicon supply, who survives market correction, and who builds national-scale technology alliances. The next phase of AI will be less flashy, but more powerful. It will sit inside work, devices, markets, chips, and geopolitics. That is where the real shift is happening.

— RitikBuild something honest. I'll see you in the next transmission.
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