I’m cautiously optimistic about AI, but less about the hype cycle around it.
AI (especially LLMs) will likely stay top-of-mind in 2026, but I expect costs to drop meaningfully and capabilities to feel more “infrastructure-like” rather than magical. SME Adoption will drive the AI to masses.
If AI doesn’t meet near-term revenue and productivity promises, we may see pressure or stagnation in tech valuations, even as the underlying technology continues to improve. In other words, the market may cool before the tech does.
On the macro side, I wouldn’t be surprised if we see more market stability or mild declines, driven by a re-rating of expectations rather than a systemic collapse. Capital might rotate from speculative growth into cash-flow-positive businesses that actually deploy AI profitably.
More broadly, I think 2026 will reward:
reliability over flashy innovation in AI , Engineering depth over marketing narratives, Systems thinking over isolated “features”
Less “what’s possible?” and more “what actually works at scale?”
AI (especially LLMs) will likely stay top-of-mind in 2026, but I expect costs to drop meaningfully and capabilities to feel more “infrastructure-like” rather than magical. SME Adoption will drive the AI to masses.
If AI doesn’t meet near-term revenue and productivity promises, we may see pressure or stagnation in tech valuations, even as the underlying technology continues to improve. In other words, the market may cool before the tech does.
On the macro side, I wouldn’t be surprised if we see more market stability or mild declines, driven by a re-rating of expectations rather than a systemic collapse. Capital might rotate from speculative growth into cash-flow-positive businesses that actually deploy AI profitably.
More broadly, I think 2026 will reward: reliability over flashy innovation in AI , Engineering depth over marketing narratives, Systems thinking over isolated “features”
Less “what’s possible?” and more “what actually works at scale?”