What Will Happen In 2026

Here are ten things I think will happen in 2026:

1/ Gemini passes ChatGPT in terms of DAUs, MAUs, and tokens consumed in the first half of 2026, making Google the king of AI.

2/ The Democrats take control of the House in the Nov 2026 elections, bringing to an end Trump's complete control of the US government.

3/ Smartglasses finally reach product market fit in 2026, but it won't be Meta that delivers the winning approach.

4/ A majority of venture capital deals close without lawyers on either side due to standardized documents (like the NVCA ones) and AI tools for review and legal diligence.

5/ A drunk driver using full self-driving legally challenges a DUI charge and wins.

6/ The SpaceX IPO, the largest ever, marks the market top, and we are in a bear market by year's end.

7/ Despite the loss of tax incentives, EVs and solar adoption significantly inflects in the US, reflecting better economics and utility for consumers and businesses.

8/ Blockchains disappear behind better consumer interfaces that allow users to use, spend, trade, and send tokens without concerning themselves with which blockchain they are on.

9/ An AI-generated song is nominated for Song of the Year in the 2027 Grammy nominations.

10/ The $AVC writer coin 10x its holder base which reaches 10,000 by year end.

Happy New Year everyone. I hope 2026 is a fantastic year.

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