Episode
2026 Predictions Episode
- Published
- Dec 16, 2025
- Duration seconds
- 3466
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Summary
Our 2026 predictions are in. From IPOs to AI to robots - check out what we think is actually coming in 2026. To wrap up 2025, I regroup with Mike and Phuong for our annual end-of-year episode, where we look back at last year's predictions (they passed with flying colors) and set our sights on what’s ahead. Here’s a sneak peek at some of the topics covered: ✅ AI’s real impact on blue and white collar jobs. 📈 The slow thaw of the IPO market. 💸 The maturing of venture capital into a robust capital market ecosystem. 🤖 Why humanoid robots might finally enter the chat. 🚀 How seed-stage startups have fundamentally changed - and what will make or break them next year. If you're a founder, investor, or just trying to stay ahead of the curve, this one’s packed with insight. 🎧 Listen & let us know what YOU think is coming in 2026? Drop your predictions in the comments. 👇 ⏱ Chapter Markers 00:00 – Intro: 2025 Recap & Predictions for 2026 01:00 – Michael’s 2025 Prediction Scorecard: AI, Jobs & Valuations 06:30 – IPO Market Outlook & The Tale of Two Venture Markets 12:00 – AI Foundational Models vs. Application Layer 16:45 – 2026 Exit Landscape & The Rise of Secondaries 21:00 – Will Big Tech Pull Back from the Application Layer? 25:00 – AI Enterprise Adoption & Salesforce’s Big Bet 28:00 – The Robotics Curve: Consumer vs. Construction Use Cases 33:00 – Phuong’s 2025 Prediction Debrief: Tariffs & CX 38:00 – AI at Home? Why Consumers Aren’t Adopting (Yet) 41:00 – How Seed-Stage Startups Have Changed in 2025 46:00 – Labor Mismatch & The Talent Problem in AI Startups 49:00 – Who Wins in 2026: Full Workflow Automation 52:00 – Who Loses: Commoditized Content, Support & Legal Tools 55:00 – The Real Risk: Obsolescence & Distribution Moats 57:00 – Wrap…