AI stays the top story but in a boring way as novelty wears off and models get cheaper and faster (maybe even more embedded). No AGI moment. LLMs start feeling like databases or cloud compute.
No SpaceX or OpenAI IPO moment. Capital markets quietly reward the boring winners instead. S&P 500 grinds out another double digit year, mostly because earnings keep up and alternatives still look worse. Tech discourse stays apocalyptic, but balance sheets don't.
If you mute politics and social media noise, 2026 probably looks like one of those years that we later remember as "stable" in retrospect.
> If you mute politics and social media noise, 2026 probably looks like one of those years that we later remember as "stable" in retrospect.
I love this, we focus way too much on the apparent chaos of daily life. Any news seems like a big wave that announces something bigger and we spend our time (especially here!) imagining the tsunami to come. Then later, we realize that most events are just unimportant to the point we forgot about them.
To me, this is wishful thinking. The more I see these "our jobs are safe" claims, the more I fear our jobs are not safe, and people are just trying to convince themselves which is an indicator of turmoil ahead.
What does "safe" mean? Unemployment in the US right now is under 5% which is historically very good (even though it's been slightly trending upwards over the past few months).
Keep in mind this is supporting the gif economy too. Lots of people are underemployed not necessarily unemployed because they start driving Uber for example instead of just wanting to sit at home after a job loss.
Employed. My contention is the AI is getting so good at doing tech related things that you'll need far fewer employees. I think Claude Code 4.5 is already there. Honestly, it just needs to permeate the market.
I agree that Claude Code is a lot more effective than I was expecting, but I don't think it can fully replace human software engineers, nor do I think it's on any trajectory to do so. It does make senior engineers a lot more productive so I could see it reducing some demand for new grad software engineers.
AI stays the top story but in a boring way as novelty wears off and models get cheaper and faster (maybe even more embedded). No AGI moment. LLMs start feeling like databases or cloud compute.
No SpaceX or OpenAI IPO moment. Capital markets quietly reward the boring winners instead. S&P 500 grinds out another double digit year, mostly because earnings keep up and alternatives still look worse. Tech discourse stays apocalyptic, but balance sheets don't.
If you mute politics and social media noise, 2026 probably looks like one of those years that we later remember as "stable" in retrospect.
Bonus: Bitcoin sees both 50k and 150k.