- Anthropic will go public. OpenAI will not.
- Details of SSI’s research and technology will leak to the public. The big labs will make meaningful adjustments to their research roadmaps as a result.
- China’s domestic AI chip sector will make significant strides, planting the seeds for the eventual decline of Nvidia’s global dominance.
- Discourse about AGI and superintelligence will become less fashionable and less common.
- A mundane and esoteric accounting concept — depreciation schedules — will become critically important, especially as debt plays a growing role in the AI infrastructure buildout.
- Many more AI companies will begin building custom chips.
- Sam Altman will step aside as CEO of OpenAI.
- AI will be one of the central issues in the 2026 U.S. midterm elections. The politics will get complex, especially when it comes to AI-driven job loss.
- One of the large global pharma companies will acquire one of the leading protein AI startups.
- Brain-computer interfaces will transition from a fringe frontier field to a mainstream technology and startup category. Neuralink’s position as the clear category leader will become shakier.
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