The year ahead

In today’s members-only session, I looked ahead to 2026. This is the year when AI will feel less like a set of tools and more like a workforce, where the advantage shifts to those who can orchestrate it into reliable outcomes.

I followed with a Q&A, which covered:

How far AI coding and agentic systems really go in practice

Where value accrues as building becomes cheaper and faster

What this shift means for careers, education, and skills

Whether China’s deployment-focused approach could outperform frontier-led strategies

How energy, infrastructure, and capital shape the durability of the AI boom

I will be publishing more on these themes later this week.

Happy New Year! Azeem