2026 AI predictions

1. The "great resignation" yields to the "great not hiring." Companies, having invested billions in AI tools that perform the work of junior analysts, writers, and coordinators, discover they don't need to lay off workers; they simply stop hiring. The white-collar jobs engine stalls, causing the unemployment rate for recent college graduates to spike and forcing a generation into the gig economy or back into the booming, AI-proof blue-collar trades.
2. The first hallucination hack hits the stock market. Someone (a state actor etc) uses an advanced AI to generate and inject realistic, hyper-specific disinformation into various news and social feeds, causing a major public company's stock to crash over a two-hour window before the truth can be verified.
3. SaaS and agents merge completely in 2026. Every SaaS product becomes an agent platform, and every agent platform builds SaaS features. The ones that don’t adapt die or get bought for pennies.
4. Google continues to crush in 2026. OpenAI feels the heat. Doubles down into becoming a social company, lots of features that you’d think a Meta would create
5. Infinite-context entertainment kills pilot season. Netflix lets you continue cancelled shows just for yourself. AI generates new episodes of The Office or Friends dynamically based on your mood.
6. The keyboard starts becoming seen as an old niche input device. Due to the sophistication of Voice AI and ambient gestures, many younger users start viewing physical keyboards as an archaic tool reserved for coding or academic writing. This will take years to come true but in 2026, voice continues to take market share from typing.
7. Micro-companies explode in volume and weirdness. Tiny AI-augmented businesses serving tiny online tribes become a real career path.
8. Personalized nutrient cocktails created by generative AI replace traditional OTC wellness. Supplements turn into real-time prescriptions and the vitamin aisle collapses.
9. AI agents get their own wallets. Agents transact with each other using crypto for data, API calls, and compute. The machine economy surpasses the human one in transaction count.
10. The return of the invite-only web. To escape the bot-flooded “dead internet,” the best platforms become gated and reputation-scored. The open web becomes a wasteland; the gated web becomes the party.
11. The AI carbon tax becomes a thing people talk about. Nations realize the massive compute cost of training and running large models and talk about taxing high-consumption AI companies based on their energy use, leading to an arms race for energy-efficient sparse models and low-power hardware.
12. Search is replaced by answer synthesis. Browsers read 50 sources and give you the conclusion. SEO dies and “LLM optimization” becomes the new marketing arms race.
13. Hardware returns with a vengeance. Browser-based AI feels limiting, so AI pins, earbuds, and ambient devices take off. The smartphone’s decline becomes visible.
14. Google, Apple, and OpenAI accidentally build the new internet. Instead of browsing websites, people live inside model-powered environments.
15. Personalized education unbundles the university. Students learn faster from AI tutors than professors. Harvard becomes a networking club; learning happens through adaptive agents.
16. The first agent-driven media companies appear. Daily shows, newsletters, and entire channels run autonomously, with one human editor.
17. Local LLMs become the new privacy shield. A major hack scares the world and everyone shifts to on-device models that never touch the cloud.
18. Nations begin issuing sovereign compute credits. Instead of controlling currency, they regulate who gets access to high-end AI processing.
19. Prediction markets replace user research. Companies test product ideas on 10,000 AI personas and know the outcome before writing code.
20. Software becomes disposable. Apps are generated, used for 72 hours, and deleted. Code becomes single-use plastic.
21. Vertical AI swallows horizontal SaaS. Niche agents for “dentists in Ohio” or “solar sales reps in Arizona” outperform Salesforce and HubSpot.
22. Niche-as-a-service platforms take off. People pay monthly for tightly curated, AI-moderated communities around obscure hobbies.
23. The first AI-native retailer cracks real-time product creation. Demand, design, production, and marketing become one continuous loop.
24. Email finally dies for internal communication. Agents read and write everything. Humans only get involved when two agents cannot agree.
25. Human-in-the-loop becomes a luxury feature. Customer support is 99 percent AI. Talking to a real human is a platinum-tier upsell.
26. The first agent-to-agent scam hits mainstream news. Models exploit each other’s reward functions and trigger global regulatory panic.
27. AI becomes the new CRM. Companies segment customers by emotional signatures instead of demographics.
28. A major university drops its computer science degree. It’s replaced by “agent systems,” “model psychology,” and “human interface architecture.”
29. Data poisoning becomes a consumer product. People pay to pollute their digital footprint so AI models cannot profile them accurately.
30. Infinite apps replace the App Store. Micro-apps are generated inside ChatGPT or Gemini and traditional downloads collapse.
31. Content saturation forces platforms back to human social graphs. The only way to maintain trust is to prioritize verified humans.
32. Venture capital splits into bits versus atoms. Money flees software and pours into robotics, energy, and biotech. Pure digital AI wrappers cannot raise.
33. The death of the average influencer. Only top-tier charisma and fully automated AI farms survive. The middle collapses.
34. The first sovereign AI trade war begins. Nations ban the export of foundation models and treat foreign AI use as espionage.
35. Blue-collar trades become safe havens. Electricians, plumbers, and HVAC techs see wages skyrocket as white-collar automation accelerates.
36. The human-premium Airbnb. Travelers pay 3x for hosts who cook breakfast, give tours, and manually interact. Human friction becomes a luxury.
37. The fake-rich economy implodes. AI makes flexing impossible because every luxury photo can be synthesized. Status shifts to hard assets and in-person experiences.
38. The trust premium explodes. Products able to certify zero AI involvement charge 10x for provable human imperfection.
39. The legacy web gets archived. Pre-2023 internet becomes the most valuable dataset on earth because it is the last reservoir of pure human thought.
40. The fastest wealth creation path in 2026 is spotting assets mispriced because people underestimate AI’s speed. Entire markets move before the public notices.
41. Therapy shifts to AI-first. Insurance requires six weeks of AI-CBT before approving human therapy. Most people prefer the AI because it never judges and is awake at 3 am.
42. The rise of “authentic” influencers who prove they’re human. Verification switches from blue checks to “human-generated” badges as audiences crave real people.
43. The rise of analog status. “Analog” becomes the ultimate flex. Film cameras, handwritten notes, and acoustic instruments explode in value because they signal something AI can’t fake: friction.
44. The “AI copycat economy” creates a new type of competition. Products get cloned instantly, but instead of killing companies, it creates weird new dynamics where being copied actually increases value. Original creators become more like “product DJs” - their value is in the mix and timing, not the individual features.
45. The great unbundling of the job. Millions of employees shift from 40-hour w2 roles to outcome-based retainers or micro-businesses.
46. AI-free” becomes the new organic. Products start advertising themselves as “made by humans” or “AI-free” as a premium feature. Not because they’re better, but because humans start craving the imperfection and authenticity of human-made things.
47. Voice AI creates the first post-smartphone killer app. Something that makes typing feel as outdated as dial-up internet.
48. 2026 should be an interesting year for AI. What do you think?

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#1

Garry Tan @garrytan AI startups in the mid 2020s 3:54 PM • Nov 21, 2025 347 Retweets 15071 Likes Read 138 replies

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2026 going to be a crazy one.

#2

signüll @signulll “it is what it is” is often the best form of therapy. 7:16 PM • Nov 18, 2025 46 Retweets 671 Likes Read 62 replies

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It is what it is.

#3

Martin Tobias (Pre-Seed VC) @MartinGTobias my thesis on AI: AI is not eating SaaS ($300B), it is eating the $4.5T labor that runs SaaS. We are in the infra build-out phase of AI, with Infra taking 90% of the spend, but AI apps will be 3-5X larger than infra (just like SaaS is 3x cloud infra). 3:15 PM • Nov 15, 2025 62 Retweets 677 Likes Read 55 replies

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This is my thesis as well.

#4

Bojan Tunguz @tunguz imho, if your $1B+ net worth was achieved through a successful business, then you have already served the human race more impactfuly than the 99.9999% of all humans who have ever lived. and far, far more than all the petty grandstanders. https://twitter.com/craigzLiszt/status/1989388349052944440 Craig Weiss @craigzLiszt imho, when you hit $1B+ net worth, you are morally obligated to serve the human race 9:21 PM • Nov 14, 2025 275 Retweets 5342 Likes Read 52 replies

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Keep building, my friends.

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