Core Insights - The AGIX index aims to capture the beta and alphas of the AGI era, which is expected to be a significant technological paradigm shift over the next 20 years, similar to the impact of the internet [2] - The "AGIX PM Notes" serves as a record of thoughts on the AGI process, inspired by legendary investors like Warren Buffett and Ray Dalio, to witness and participate in this unprecedented technological revolution [2] Market Performance - AGIX experienced a weekly decline of 5.65%, with a year-to-date return of 19.56% and a return of 64.68% since 2024 [4] - In comparison, QQQ, S&P 500, and Dow Jones also saw declines of 3.09%, 1.95%, and 1.91% respectively during the same period [4] Sector Performance - The Application sector declined by 1.36%, the Semi & Hardware sector by 1.14%, and the Infrastructure sector by 2.50% [5] AI Industry Developments - Microsoft announced a comprehensive autonomous security solution to address security challenges posed by the large-scale deployment of AI agents, enhancing enterprise network defenses [16] - Alphabet's Intrinsic and Foxconn formed a joint venture to develop next-generation intelligent robotic systems, combining AI-driven software with smart manufacturing platforms [17] - Amazon's Prime Video introduced an AI-generated "video recap" feature, showcasing advancements in AI applications within the film industry [18] - Cloudian launched the HyperScale AI data platform, designed to convert unstructured data into AI insights, addressing challenges faced by enterprises in adopting AI [18] - Adobe announced the acquisition of Semrush for approximately $1.9 billion to strengthen its marketing product offerings in response to the AI search transformation [18] - Cloudflare acquired AI deployment platform Replicate to enhance its AI inference service capabilities [19]