Jason Voorhees
๐ธ๐๐๐๐๐๐๐๐ ๐ฎ๐๐๐
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- May 15, 2020
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I've posted about AI and Tech industry and it's implications like a broken record at this point. Just search for my name with AI in the title and you'll see dozens of threads.
I've been tracking the finance plays, stocks(NVDA) OpenAl drama, and all the hype vs reality threads. 2025 was wild. We saw the rise of Deepseek giving western firms a run for their money in early 2025. The meteroic rise of Geminie, chatgpt closing deals after deals and GPT-5.2 just dropped a few days ago btw also massive layoffs which was blamed on Al efficiency and tbe bubble fears that grew everywhere even as funding hit records in Al.
Here's my educated guesses for next year
1. Al Bubble Partial Shakeout. Suprise to noeone I know but 2025 saw Al grab 50-80% of global VC ($200B+ poured in) but the hype is definitely cooling down as reports of zero ROl on trillions spent. Expect this mindless spending to die. 60-80% of those "Al wrapper" startups raised billions on promises, delivered nothing to either fold, get acquired cheap, or pivot.
2. OpenAI Ships Next Big Leap GPT-6 or o-series.GPT-5.2 just landed a few days back Dec 2025 and it's now stronger on coding/math/ professional tasks. Internal leaks confirmed Sam Altman issued a Code Red to ship it early because Google Gemini 3 in Nov 2025 had overtaken GPT-5 on the leaderboards it is still behind Google Gemini 3 but not by much. Altman has also teased about a big upgrade Q1 2026. We are now seeing a pullback from General Purpose Agents to a pivot to Narrow Agents like an agent that only does supply chain invoicing and nothing else. These will be the new META moving forward. Expect to see these multimodal agents that actually work autonomously like 8+ hour workflows coming soon
3. Entry level White-Collar Automation 2025 proved my old threads right. Al hit entry level office jobs hard: 55k+ US layoffs directly tied to it. All mostly entry level and repetitive account type work got eaten up by AI. There was Reduction in 40-50% of new openings in the US while AI benefited the skilled professionals by making them more efficient and made them more money and helped ship products faster. There were big winners and big losers. So with introduction of agentic AI and multimodal agents expect this trend to continue and the gap to widen
4. Deepfake Scandals Force Heavy Regulations 2025 saw deepfakes exploding eveywhere. There was election fraud, porn, fraud losses over $300M+. EU Al Act was enforced making labeling/ watermarks mandator US states/fed bills also had the famous TAKE IT DOWN Act implemented i expect this to continue in 2026 forcing bias audits, deepfake bans in ads/media. Also expect the rrhe Rise of "small language models" (SLMs). With the hardware like the iPhone 17 or Pixel 10 and new NPU laptops. I geel 2026 will be the year most consumer Al moves to on device. As Privacy concerns and cloud costs pile up and will force Apple/Google to run the daily driver Al locally.
These are my predictions what are yours? What do you think is the future of AI?
I've been tracking the finance plays, stocks(NVDA) OpenAl drama, and all the hype vs reality threads. 2025 was wild. We saw the rise of Deepseek giving western firms a run for their money in early 2025. The meteroic rise of Geminie, chatgpt closing deals after deals and GPT-5.2 just dropped a few days ago btw also massive layoffs which was blamed on Al efficiency and tbe bubble fears that grew everywhere even as funding hit records in Al.
Here's my educated guesses for next year
1. Al Bubble Partial Shakeout. Suprise to noeone I know but 2025 saw Al grab 50-80% of global VC ($200B+ poured in) but the hype is definitely cooling down as reports of zero ROl on trillions spent. Expect this mindless spending to die. 60-80% of those "Al wrapper" startups raised billions on promises, delivered nothing to either fold, get acquired cheap, or pivot.
2. OpenAI Ships Next Big Leap GPT-6 or o-series.GPT-5.2 just landed a few days back Dec 2025 and it's now stronger on coding/math/ professional tasks. Internal leaks confirmed Sam Altman issued a Code Red to ship it early because Google Gemini 3 in Nov 2025 had overtaken GPT-5 on the leaderboards it is still behind Google Gemini 3 but not by much. Altman has also teased about a big upgrade Q1 2026. We are now seeing a pullback from General Purpose Agents to a pivot to Narrow Agents like an agent that only does supply chain invoicing and nothing else. These will be the new META moving forward. Expect to see these multimodal agents that actually work autonomously like 8+ hour workflows coming soon
3. Entry level White-Collar Automation 2025 proved my old threads right. Al hit entry level office jobs hard: 55k+ US layoffs directly tied to it. All mostly entry level and repetitive account type work got eaten up by AI. There was Reduction in 40-50% of new openings in the US while AI benefited the skilled professionals by making them more efficient and made them more money and helped ship products faster. There were big winners and big losers. So with introduction of agentic AI and multimodal agents expect this trend to continue and the gap to widen
4. Deepfake Scandals Force Heavy Regulations 2025 saw deepfakes exploding eveywhere. There was election fraud, porn, fraud losses over $300M+. EU Al Act was enforced making labeling/ watermarks mandator US states/fed bills also had the famous TAKE IT DOWN Act implemented i expect this to continue in 2026 forcing bias audits, deepfake bans in ads/media. Also expect the rrhe Rise of "small language models" (SLMs). With the hardware like the iPhone 17 or Pixel 10 and new NPU laptops. I geel 2026 will be the year most consumer Al moves to on device. As Privacy concerns and cloud costs pile up and will force Apple/Google to run the daily driver Al locally.
These are my predictions what are yours? What do you think is the future of AI?
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